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EAGLE HILL FOUNDATION, INC. PENSION PLAN 401k Plan overview

Plan NameEAGLE HILL FOUNDATION, INC. PENSION PLAN
Plan identification number 001

EAGLE HILL FOUNDATION, INC. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

EAGLE HILL SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:EAGLE HILL SCHOOL
Employer identification number (EIN):061072231
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAGLE HILL FOUNDATION, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01GEORGE HOLZER2023-04-14 GEORGE HOLZER2023-04-14
0012020-07-01TOM LASLEY2022-04-14 TOM LASLEY2022-04-14
0012019-07-01TOM LASLEY2021-04-12 TOM LASLEY2021-04-12
0012018-07-01GEORGE HOLZER2020-04-07 GEORGE HOLZER2020-04-07
0012017-07-01
0012016-07-01THOMAS LASLEY THOMAS LASLEY2018-04-17
0012015-07-01TOM LASLEY
0012014-07-01TOM LASLEY
0012013-07-01TOM LASLEY
0012012-07-01TOM LASLEY
0012011-07-01TOM LASLEY
0012009-07-01TOM LASLEY
0012009-07-01TOM LASLEY
0012008-07-01

Plan Statistics for EAGLE HILL FOUNDATION, INC. PENSION PLAN

401k plan membership statisitcs for EAGLE HILL FOUNDATION, INC. PENSION PLAN

Measure Date Value
2022: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2022 401k membership
Market value of plan assets2022-06-308,490,093
Acturial value of plan assets2022-06-307,641,084
Funding target for retired participants and beneficiaries receiving payment2022-06-306,981,622
Number of terminated vested participants2022-06-3032
Fundng target for terminated vested participants2022-06-30615,461
Active participant vested funding target2022-06-30777,931
Number of active participants2022-06-3019
Total funding liabilities for active participants2022-06-30999,774
Total participant count2022-06-3093
Total funding target for all participants2022-06-308,596,857
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-30171,654
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-30181,421
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-30155,472
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30154,440
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-3059,000
Net shortfall amortization installment of oustanding balance2022-06-30955,773
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-30154,439
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-30154,439
Contributions allocatedtoward minimum required contributions for current year2022-06-30154,440
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2021 401k membership
Market value of plan assets2021-06-307,110,828
Acturial value of plan assets2021-06-307,143,104
Funding target for retired participants and beneficiaries receiving payment2021-06-306,781,584
Number of terminated vested participants2021-06-3030
Fundng target for terminated vested participants2021-06-30587,347
Active participant vested funding target2021-06-301,003,197
Number of active participants2021-06-3024
Total funding liabilities for active participants2021-06-301,273,995
Total participant count2021-06-3093
Total funding target for all participants2021-06-308,642,926
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-30437,220
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30424,467
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30112,000
Net shortfall amortization installment of oustanding balance2021-06-301,499,822
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-30252,813
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-30252,813
Contributions allocatedtoward minimum required contributions for current year2021-06-30424,467
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2020 401k membership
Market value of plan assets2020-06-306,891,473
Acturial value of plan assets2020-06-306,844,344
Funding target for retired participants and beneficiaries receiving payment2020-06-306,676,237
Number of terminated vested participants2020-06-3029
Fundng target for terminated vested participants2020-06-30622,885
Active participant vested funding target2020-06-301,379,267
Number of active participants2020-06-3028
Total funding liabilities for active participants2020-06-301,686,199
Total participant count2020-06-3093
Total funding target for all participants2020-06-308,985,321
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-3015
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-3016
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-30616,157
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30582,958
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3061,000
Net shortfall amortization installment of oustanding balance2020-06-302,140,977
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-30582,958
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-30582,958
Contributions allocatedtoward minimum required contributions for current year2020-06-30582,958
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2019 401k membership
Market value of plan assets2019-06-306,641,464
Acturial value of plan assets2019-06-306,574,414
Funding target for retired participants and beneficiaries receiving payment2019-06-306,094,872
Number of terminated vested participants2019-06-3028
Fundng target for terminated vested participants2019-06-30368,554
Active participant vested funding target2019-06-301,512,818
Number of active participants2019-06-3030
Total funding liabilities for active participants2019-06-302,072,077
Total participant count2019-06-3091
Total funding target for all participants2019-06-308,535,503
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-3016
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-3017
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-30404,677
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30389,807
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3061,000
Net shortfall amortization installment of oustanding balance2019-06-301,961,089
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-30389,792
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-30389,792
Contributions allocatedtoward minimum required contributions for current year2019-06-30389,807
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2018 401k membership
Market value of plan assets2018-06-306,282,488
Acturial value of plan assets2018-06-306,337,235
Funding target for retired participants and beneficiaries receiving payment2018-06-306,095,332
Number of terminated vested participants2018-06-3029
Fundng target for terminated vested participants2018-06-30332,860
Active participant vested funding target2018-06-301,211,475
Number of active participants2018-06-3031
Total funding liabilities for active participants2018-06-301,847,222
Total participant count2018-06-3092
Total funding target for all participants2018-06-308,275,414
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-3066,308
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3070,326
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-30492,232
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30470,662
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3060,000
Net shortfall amortization installment of oustanding balance2018-06-301,938,179
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30470,646
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-30470,646
Contributions allocatedtoward minimum required contributions for current year2018-06-30470,662
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0192
Total number of active participants reported on line 7a of the Form 55002017-07-0130
Number of retired or separated participants receiving benefits2017-07-0133
Number of other retired or separated participants entitled to future benefits2017-07-0128
Total of all active and inactive participants2017-07-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-0191
Number of participants with account balances2017-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-305,895,152
Acturial value of plan assets2017-06-306,241,605
Funding target for retired participants and beneficiaries receiving payment2017-06-306,000,555
Number of terminated vested participants2017-06-3029
Fundng target for terminated vested participants2017-06-30298,632
Active participant vested funding target2017-06-301,310,956
Number of active participants2017-06-3032
Total funding liabilities for active participants2017-06-302,032,648
Total participant count2017-06-3092
Total funding target for all participants2017-06-308,331,835
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-3012,661
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3013,455
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-30477,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30455,424
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-300
Net shortfall amortization installment of oustanding balance2017-06-302,090,230
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30389,118
Additional cash requirement2017-06-30389,118
Contributions allocatedtoward minimum required contributions for current year2017-06-30455,424
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0193
Total number of active participants reported on line 7a of the Form 55002016-07-0131
Number of retired or separated participants receiving benefits2016-07-0132
Number of other retired or separated participants entitled to future benefits2016-07-0129
Total of all active and inactive participants2016-07-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0192
Number of participants with account balances2016-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0193
Total number of active participants reported on line 7a of the Form 55002015-07-0132
Number of retired or separated participants receiving benefits2015-07-0131
Number of other retired or separated participants entitled to future benefits2015-07-0129
Total of all active and inactive participants2015-07-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0192
Number of participants with account balances2015-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0193
Total number of active participants reported on line 7a of the Form 55002014-07-0132
Number of retired or separated participants receiving benefits2014-07-0130
Number of other retired or separated participants entitled to future benefits2014-07-0131
Total of all active and inactive participants2014-07-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0193
Number of participants with account balances2014-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0193
Total number of active participants reported on line 7a of the Form 55002013-07-0133
Number of retired or separated participants receiving benefits2013-07-0128
Number of other retired or separated participants entitled to future benefits2013-07-0132
Total of all active and inactive participants2013-07-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0192
Total number of active participants reported on line 7a of the Form 55002012-07-0134
Number of retired or separated participants receiving benefits2012-07-0125
Number of other retired or separated participants entitled to future benefits2012-07-0134
Total of all active and inactive participants2012-07-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0191
Total number of active participants reported on line 7a of the Form 55002011-07-0135
Number of retired or separated participants receiving benefits2011-07-0122
Number of other retired or separated participants entitled to future benefits2011-07-0135
Total of all active and inactive participants2011-07-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0191
Total number of active participants reported on line 7a of the Form 55002009-07-0144
Number of retired or separated participants receiving benefits2009-07-0115
Number of other retired or separated participants entitled to future benefits2009-07-0132
Total of all active and inactive participants2009-07-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on EAGLE HILL FOUNDATION, INC. PENSION PLAN

Measure Date Value
2018 : EAGLE HILL FOUNDATION, INC. PENSION PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : EAGLE HILL FOUNDATION, INC. PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-06-30$0
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$605,734
Expenses. Total of all expenses incurred2017-06-30$214,457
Benefits paid (including direct rollovers)2017-06-30$169,193
Total plan assets at end of year2017-06-30$6,286,429
Total plan assets at beginning of year2017-06-30$5,895,152
Value of fidelity bond covering the plan2017-06-30$500,000
Total contributions received or receivable from participants2017-06-30$0
Expenses. Other expenses not covered elsewhere2017-06-30$0
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$128,734
Noncash contributions received2017-06-30$0
Net income (gross income less expenses)2017-06-30$391,277
Net plan assets at end of year (total assets less liabilities)2017-06-30$6,286,429
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$5,895,152
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2017-06-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2017-06-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-06-30$0
Total contributions received or receivable from employer(s)2017-06-30$477,000
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$45,264
2016 : EAGLE HILL FOUNDATION, INC. PENSION PLAN 2016 401k financial data
Total income from all sources2016-06-30$351,214
Expenses. Total of all expenses incurred2016-06-30$526,472
Benefits paid (including direct rollovers)2016-06-30$526,472
Total plan assets at end of year2016-06-30$5,895,152
Total plan assets at beginning of year2016-06-30$6,070,410
Value of fidelity bond covering the plan2016-06-30$500,000
Other income received2016-06-30$41,214
Net income (gross income less expenses)2016-06-30$-175,258
Net plan assets at end of year (total assets less liabilities)2016-06-30$5,895,152
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$6,070,410
Total contributions received or receivable from employer(s)2016-06-30$310,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : EAGLE HILL FOUNDATION, INC. PENSION PLAN 2015 401k financial data
Total income from all sources2015-06-30$761,097
Expenses. Total of all expenses incurred2015-06-30$489,716
Benefits paid (including direct rollovers)2015-06-30$489,716
Total plan assets at end of year2015-06-30$6,070,410
Total plan assets at beginning of year2015-06-30$5,799,029
Value of fidelity bond covering the plan2015-06-30$500,000
Other income received2015-06-30$107,097
Net income (gross income less expenses)2015-06-30$271,381
Net plan assets at end of year (total assets less liabilities)2015-06-30$6,070,410
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$5,799,029
Total contributions received or receivable from employer(s)2015-06-30$654,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : EAGLE HILL FOUNDATION, INC. PENSION PLAN 2014 401k financial data
Total income from all sources2014-06-30$1,086,661
Expenses. Total of all expenses incurred2014-06-30$547,566
Benefits paid (including direct rollovers)2014-06-30$547,566
Total plan assets at end of year2014-06-30$5,799,029
Total plan assets at beginning of year2014-06-30$5,259,934
Value of fidelity bond covering the plan2014-06-30$500,000
Other income received2014-06-30$542,661
Net income (gross income less expenses)2014-06-30$539,095
Net plan assets at end of year (total assets less liabilities)2014-06-30$5,799,029
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$5,259,934
Total contributions received or receivable from employer(s)2014-06-30$544,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : EAGLE HILL FOUNDATION, INC. PENSION PLAN 2013 401k financial data
Total income from all sources2013-06-30$740,277
Expenses. Total of all expenses incurred2013-06-30$471,328
Benefits paid (including direct rollovers)2013-06-30$471,328
Total plan assets at end of year2013-06-30$5,259,934
Total plan assets at beginning of year2013-06-30$4,990,985
Value of fidelity bond covering the plan2013-06-30$500,000
Other income received2013-06-30$252,642
Net income (gross income less expenses)2013-06-30$268,949
Net plan assets at end of year (total assets less liabilities)2013-06-30$5,259,934
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$4,990,985
Total contributions received or receivable from employer(s)2013-06-30$487,635
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : EAGLE HILL FOUNDATION, INC. PENSION PLAN 2012 401k financial data
Total income from all sources2012-06-30$470,582
Expenses. Total of all expenses incurred2012-06-30$495,436
Benefits paid (including direct rollovers)2012-06-30$495,436
Total plan assets at end of year2012-06-30$4,990,985
Total plan assets at beginning of year2012-06-30$5,015,839
Value of fidelity bond covering the plan2012-06-30$500,000
Other income received2012-06-30$-67,118
Net income (gross income less expenses)2012-06-30$-24,854
Net plan assets at end of year (total assets less liabilities)2012-06-30$4,990,985
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$5,015,839
Total contributions received or receivable from employer(s)2012-06-30$537,700
2011 : EAGLE HILL FOUNDATION, INC. PENSION PLAN 2011 401k financial data
Total income from all sources2011-06-30$1,168,956
Expenses. Total of all expenses incurred2011-06-30$418,093
Benefits paid (including direct rollovers)2011-06-30$418,093
Total plan assets at end of year2011-06-30$5,015,839
Total plan assets at beginning of year2011-06-30$4,264,976
Value of fidelity bond covering the plan2011-06-30$500,000
Other income received2011-06-30$695,956
Net income (gross income less expenses)2011-06-30$750,863
Net plan assets at end of year (total assets less liabilities)2011-06-30$5,015,839
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$4,264,976
Total contributions received or receivable from employer(s)2011-06-30$473,000

Form 5500 Responses for EAGLE HILL FOUNDATION, INC. PENSION PLAN

2017: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes
2008: EAGLE HILL FOUNDATION, INC. PENSION PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedYes
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number813794
Policy instance 1
Insurance contract or identification number813794
Number of Individuals Covered91
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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