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403(B) THRIFT PLAN OF DISCOVERY CHARTER PREPARATORY SCHOOL 401k Plan overview

Plan Name403(B) THRIFT PLAN OF DISCOVERY CHARTER PREPARATORY SCHOOL
Plan identification number 003

403(B) THRIFT PLAN OF DISCOVERY CHARTER PREPARATORY SCHOOL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DISCOVERY CHARTER PREPARATORY SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:DISCOVERY CHARTER PREPARATORY SCHOOL
Employer identification number (EIN):061629227
NAIC Classification:611000

Additional information about DISCOVERY CHARTER PREPARATORY SCHOOL

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2315221

More information about DISCOVERY CHARTER PREPARATORY SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF DISCOVERY CHARTER PREPARATORY SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01LUCERO PEREZ2024-07-26
0032022-01-01LUCERO PEREZ2023-09-19
0032021-01-01LUCERO PEREZ2022-07-21
0032020-01-01SHERYL SCHUBERT2021-03-12
0032019-01-01SHERYL SCHUBERT2020-07-14
0032018-01-01SHERYL SCHUBERT2019-03-27
0032017-01-01SHERYL SCHUBERT2018-04-10 SHERYL SCHUBERT2018-04-10
0032016-01-01SHERYL SCHUBERT2017-03-28 SHERYL SCHUBERT2017-03-28
0032015-01-01SHERYL SCHUBERT2016-05-06 SHERYL SCHUBERT2016-05-06
0032014-01-01SHERYL SCHUBERT2015-04-16 SHERYL SCHUBERT2015-04-16
0032013-01-01SHERYL SCHUBERT2014-05-14 SHERYL SCHUBERT2014-05-14
0032012-01-01SHERYL SCHUBERT2013-04-23 SHERYL SCHUBERT2013-04-23
0032011-01-01SHERYL SCHUBERT2012-05-31 SHERYL SCHUBERT2012-05-31

Financial Data on 403(B) THRIFT PLAN OF DISCOVERY CHARTER PREPARATORY SCHOOL

Measure Date Value
2025 : 403(B) THRIFT PLAN OF DISCOVERY CHARTER PREPARATORY SCHOOL 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-14179943
Net assets as of the end of the plan year2025-10-142067948
Total assets as of the beginning of the plan year2025-10-141977382
Value of plan covered by a fidelity bond2025-10-14250000
Participant contributions to plan in this plan year2025-10-1437187
Value of participant loans at end of plan year2025-10-1423819
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-14233322
Plan net income in this plan year2025-10-1490566
Net assets as of the end of the plan year2025-10-142067948
Net assets as of the beginning of the plan year2025-10-141977382
Employer contributions to plan in this plan year2025-10-140
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-14680
2024 : 403(B) THRIFT PLAN OF DISCOVERY CHARTER PREPARATORY SCHOOL 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-26345409
Net assets as of the end of the plan year2024-07-261977382
Total assets as of the beginning of the plan year2024-07-261974455
Value of plan covered by a fidelity bond2024-07-26250000
Participant contributions to plan in this plan year2024-07-2649351
Value of participant loans at end of plan year2024-07-2682498
Other expenses paid from plan in this plan year2024-07-260
Other contributions to plan in this plan year2024-07-2613978
Other income to plan in this plan year2024-07-26285007
Plan net income in this plan year2024-07-262927
Net assets as of the end of the plan year2024-07-261977382
Net assets as of the beginning of the plan year2024-07-261974455
Employer contributions to plan in this plan year2024-07-260
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-26278
2022 : 403(B) THRIFT PLAN OF DISCOVERY CHARTER PREPARATORY SCHOOL 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-210
Total liabilities as of the end of the plan year2022-07-210
Total liabilities as of the beginning of the plan year2022-07-210
Total expenses incurred by plan in this plan year2022-07-21514464
Net assets as of the end of the plan year2022-07-212368162
Total assets as of the beginning of the plan year2022-07-212461781
Value of plan covered by a fidelity bond2022-07-21250000
Participant contributions to plan in this plan year2022-07-2171621
Value of participant loans at end of plan year2022-07-2141688
Other expenses paid from plan in this plan year2022-07-21855
Other contributions to plan in this plan year2022-07-210
Other income to plan in this plan year2022-07-21334317
Plan net income in this plan year2022-07-21-93619
Net assets as of the end of the plan year2022-07-212368162
Net assets as of the beginning of the plan year2022-07-212461781
Employer contributions to plan in this plan year2022-07-2114907
Fees paid to broker by Benefit Provider2022-07-21269

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