| Plan Name | THE FOUNDATION SCHOOL RETIREMENT ANNUITY PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE FOUNDATION SCHOOL |
| Employer identification number (EIN): | 060813498 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-07-01 | DAVID MAUGER | 2025-01-10 | ||
| 002 | 2022-07-01 | STEPHEN A. BELL | 2023-11-17 | ||
| 002 | 2021-07-01 | STEPHEN A. BELL | 2022-11-04 | ||
| 002 | 2021-07-01 | STEPHEN A. BELL | 2022-11-04 | ||
| 002 | 2020-07-01 | STEPHEN A. BELL | 2021-09-22 | ||
| 002 | 2019-07-01 | STEPHEN A. BELL | 2020-12-02 | ||
| 002 | 2017-07-01 | STEPHEN A. BELL | 2018-11-21 | ||
| 002 | 2013-07-01 | STEPHEN A. BELL | 2017-03-07 | ||
| 002 | 2012-07-01 | STEPHEN A. BELL | 2017-03-07 | ||
| 002 | 2011-07-01 | STEPHEN A. BELL | 2017-03-07 | ||
| 002 | 2010-07-01 | STEPHEN A. BELL | 2017-03-07 | ||
| 002 | 2009-07-01 | STEPHEN A. BELL | 2017-03-07 |
| Measure | Date | Value |
|---|---|---|
| 2025: THE FOUNDATION SCHOOL RETIREMENT ANNUITY PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-01-10 | 83 |
| Total number of particpants at end of year | 2025-01-10 | 83 |
| Number of Participants With Account Balances | 2025-01-10 | 83 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE FOUNDATION SCHOOL RETIREMENT ANNUITY PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-01-10 | 973026 |
| Net assets as of the end of the plan year | 2025-01-10 | 17062345 |
| Total assets as of the beginning of the plan year | 2025-01-10 | 15607335 |
| Value of plan covered by a fidelity bond | 2025-01-10 | 500000 |
| Participant contributions to plan in this plan year | 2025-01-10 | 231332 |
| Value of participant loans at end of plan year | 2025-01-10 | 45543 |
| Other contributions to plan in this plan year | 2025-01-10 | 70149 |
| Other income to plan in this plan year | 2025-01-10 | 1967493 |
| Plan net income in this plan year | 2025-01-10 | 1455010 |
| Net assets as of the end of the plan year | 2025-01-10 | 17062345 |
| Net assets as of the beginning of the plan year | 2025-01-10 | 15607335 |
| Employer contributions to plan in this plan year | 2025-01-10 | 159062 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-01-10 | 11139 |