401k Plan data: LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN plan

LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 401k Plan overview

Plan Name	LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN
Plan identification number	001

LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

LONG ISLAND SCHOOL FOR THE GIFTED has sponsored the creation of one or more 401k plans.

Company Name: LONG ISLAND SCHOOL FOR THE GIFTED

Employer identification number (EIN): 112532703

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 CHERYL NOVICK 2024-03-01
001 2021-07-01 CHERYL NOVICK 2023-01-04 CHERYL NOVICK 2023-01-04
001 2020-07-01 CHERYL NOVICK 2022-01-12 CHERYL NOVICK 2022-01-12
001 2019-07-01 ERICA FLOHR 2020-11-23
001 2019-07-01 ROBERTA TROPPER 2021-04-15
001 2018-07-01 ERICA FLOHR 2019-07-30
001 2018-07-01 ERICA FLOHR 2020-04-07 ERICA FLOHR 2020-04-07
001 2017-07-01 ERICA FLOHR 2018-10-02 ERICA FLOHR 2018-10-02
001 2017-07-01 ERICA FLOHR 2019-01-25
001 2016-07-01 PATRICIA GEYER
001 2016-07-01 CHERYL NOVICK 2017-12-12 ERICA FLOHR 2017-12-12
001 2015-07-01 ROBERTA TROPPER ROBERTA TROPPER 2017-04-19
001 2015-07-01 ERICA FLOHR 2016-12-01 ERICA FLOHR 2016-12-01
001 2014-07-01 ROBERTA TROPPER
001 2014-07-01 ROBERTA TROPPER 2015-12-22 CHERYL NOVICK 2015-12-22
001 2013-07-01 ROBERTA TROPPER
001 2012-07-01 ROBERTA TROPPER
001 2011-07-01 ROBERTA TROPPER 2013-01-09
001 2009-07-01 ROBERTA TROPPER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01	CHERYL NOVICK	2024-03-01
001	2021-07-01	CHERYL NOVICK	2023-01-04	CHERYL NOVICK	2023-01-04
001	2020-07-01	CHERYL NOVICK	2022-01-12	CHERYL NOVICK	2022-01-12
001	2019-07-01	ERICA FLOHR	2020-11-23
001	2019-07-01	ROBERTA TROPPER	2021-04-15
001	2018-07-01	ERICA FLOHR	2019-07-30
001	2018-07-01	ERICA FLOHR	2020-04-07	ERICA FLOHR	2020-04-07
001	2017-07-01	ERICA FLOHR	2018-10-02	ERICA FLOHR	2018-10-02
001	2017-07-01	ERICA FLOHR	2019-01-25
001	2016-07-01	PATRICIA GEYER
001	2016-07-01	CHERYL NOVICK	2017-12-12	ERICA FLOHR	2017-12-12
001	2015-07-01	ROBERTA TROPPER		ROBERTA TROPPER	2017-04-19
001	2015-07-01	ERICA FLOHR	2016-12-01	ERICA FLOHR	2016-12-01
001	2014-07-01	ROBERTA TROPPER
001	2014-07-01	ROBERTA TROPPER	2015-12-22	CHERYL NOVICK	2015-12-22
001	2013-07-01	ROBERTA TROPPER
001	2012-07-01	ROBERTA TROPPER
001	2011-07-01	ROBERTA TROPPER	2013-01-09
001	2009-07-01	ROBERTA TROPPER

Plan Statistics for LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN

401k plan membership statisitcs for LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN

Measure Date Value
2016: LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 39
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 32
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 2
Total of all active and inactive participants 2016-07-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 34
Number of participants with account balances 2016-07-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 1
2015: LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 41
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 35
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 3
Total of all active and inactive participants 2015-07-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 38
Number of participants with account balances 2015-07-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 44
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 35
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 4
Total of all active and inactive participants 2014-07-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 39
Number of participants with account balances 2014-07-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 3
2013: LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 46
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 39
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 3
Total of all active and inactive participants 2013-07-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 42
Number of participants with account balances 2013-07-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 1
2012: LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 45
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 39
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 2
Total of all active and inactive participants 2012-07-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 41
Number of participants with account balances 2012-07-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2009: LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 48
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 44
Number of retired or separated participants receiving benefits 2009-07-01 2
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 46
Number of participants with account balances 2009-07-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 1

Measure	Date	Value
2016: LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	39
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	32
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	2
Total of all active and inactive participants	2016-07-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	34
Number of participants with account balances	2016-07-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	1
2015: LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	41
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	35
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	3
Total of all active and inactive participants	2015-07-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	38
Number of participants with account balances	2015-07-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	44
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	35
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	4
Total of all active and inactive participants	2014-07-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	39
Number of participants with account balances	2014-07-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	3
2013: LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	46
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	39
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	3
Total of all active and inactive participants	2013-07-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	42
Number of participants with account balances	2013-07-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	1
2012: LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	45
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	39
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	2
Total of all active and inactive participants	2012-07-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	41
Number of participants with account balances	2012-07-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2009: LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	48
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	44
Number of retired or separated participants receiving benefits	2009-07-01	2
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	46
Number of participants with account balances	2009-07-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	1

Financial Data on LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN

Measure	Date	Value
2017 : LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-06-30	$20,978
Expenses. Total of all expenses incurred	2017-06-30	$30,606
Benefits paid (including direct rollovers)	2017-06-30	$30,606
Total plan assets at end of year	2017-06-30	$190,561
Total plan assets at beginning of year	2017-06-30	$200,189
Value of fidelity bond covering the plan	2017-06-30	$1,000,000
Other income received	2017-06-30	$20,978
Net income (gross income less expenses)	2017-06-30	$-9,628
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$190,561
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$200,189
2016 : LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$-4,644
Expenses. Total of all expenses incurred	2016-06-30	$27,012
Benefits paid (including direct rollovers)	2016-06-30	$27,012
Total plan assets at end of year	2016-06-30	$200,229
Total plan assets at beginning of year	2016-06-30	$231,885
Value of fidelity bond covering the plan	2016-06-30	$1,000,000
Other income received	2016-06-30	$-4,644
Net income (gross income less expenses)	2016-06-30	$-31,656
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$200,229
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$231,885
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$1,259
Expenses. Total of all expenses incurred	2015-06-30	$29,042
Benefits paid (including direct rollovers)	2015-06-30	$29,042
Total plan assets at end of year	2015-06-30	$231,885
Total plan assets at beginning of year	2015-06-30	$259,668
Other income received	2015-06-30	$1,259
Net income (gross income less expenses)	2015-06-30	$-27,783
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$231,885
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$259,668
2014 : LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-06-30	$0
Total plan liabilities at beginning of year	2014-06-30	$0
Total income from all sources	2014-06-30	$34,507
Expenses. Total of all expenses incurred	2014-06-30	$21,512
Benefits paid (including direct rollovers)	2014-06-30	$21,512
Total plan assets at end of year	2014-06-30	$259,668
Total plan assets at beginning of year	2014-06-30	$246,673
Other income received	2014-06-30	$34,507
Net income (gross income less expenses)	2014-06-30	$12,995
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$259,668
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$246,673
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$31,043
Expenses. Total of all expenses incurred	2013-06-30	$16,693
Benefits paid (including direct rollovers)	2013-06-30	$16,693
Total plan assets at end of year	2013-06-30	$246,673
Total plan assets at beginning of year	2013-06-30	$232,323
Other income received	2013-06-30	$31,043
Net income (gross income less expenses)	2013-06-30	$14,350
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$246,673
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$232,323
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$-4,314
Expenses. Total of all expenses incurred	2012-06-30	$5,384
Benefits paid (including direct rollovers)	2012-06-30	$5,384
Total plan assets at end of year	2012-06-30	$232,323
Total plan assets at beginning of year	2012-06-30	$242,021
Other income received	2012-06-30	$-4,314
Net income (gross income less expenses)	2012-06-30	$-9,698
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$232,323
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$242,021
2011 : LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$44,189
Expenses. Total of all expenses incurred	2011-06-30	$13,331
Benefits paid (including direct rollovers)	2011-06-30	$13,331
Total plan assets at end of year	2011-06-30	$242,021
Total plan assets at beginning of year	2011-06-30	$211,163
Other income received	2011-06-30	$44,189
Net income (gross income less expenses)	2011-06-30	$30,858
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$242,021
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$211,163
Total contributions received or receivable from employer(s)	2011-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0

Form 5500 Responses for LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN

2016: LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2009: LONG ISLAND SCHOOL FOR THE GIFTED RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LONG ISLAND SCHOOL FOR THE GIFTED
Employer identification number (EIN):	112532703
NAIC Classification:	611000