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INSTITUTE FOR STUDENT ACHIEVEMENT 403(B) PLAN 401k Plan overview

Plan NameINSTITUTE FOR STUDENT ACHIEVEMENT 403(B) PLAN
Plan identification number 002

INSTITUTE FOR STUDENT ACHIEVEMENT 403(B) PLAN 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

INSTITUTE FOR STUDENT ACHIEVEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:INSTITUTE FOR STUDENT ACHIEVEMENT, INC.
Employer identification number (EIN):112995109
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTE FOR STUDENT ACHIEVEMENT 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-01-01MANISHA THAKRAR2013-12-17
0022012-01-01VANDA SIMON2013-07-24
0022011-01-01VANDA SIMON2012-06-15
0022010-01-01VANDA SIMON2012-06-15
0022007-01-01VANDA SIMON
0022006-01-01VANDA SIMON
0022005-01-01VANDA SIMON

Plan Statistics for INSTITUTE FOR STUDENT ACHIEVEMENT 403(B) PLAN

401k plan membership statisitcs for INSTITUTE FOR STUDENT ACHIEVEMENT 403(B) PLAN

Measure Date Value
2007: INSTITUTE FOR STUDENT ACHIEVEMENT 403(B) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-010
Total number of active participants reported on line 7a of the Form 55002007-01-010
Total of all active and inactive participants2007-01-010
Total participants2007-01-010
2006: INSTITUTE FOR STUDENT ACHIEVEMENT 403(B) PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-010
Total number of active participants reported on line 7a of the Form 55002006-01-010
Total of all active and inactive participants2006-01-010
Total participants2006-01-010
2005: INSTITUTE FOR STUDENT ACHIEVEMENT 403(B) PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-010
Total number of active participants reported on line 7a of the Form 55002005-01-010
Total of all active and inactive participants2005-01-010
Total participants2005-01-010

Form 5500 Responses for INSTITUTE FOR STUDENT ACHIEVEMENT 403(B) PLAN

2007: INSTITUTE FOR STUDENT ACHIEVEMENT 403(B) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: INSTITUTE FOR STUDENT ACHIEVEMENT 403(B) PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2005: INSTITUTE FOR STUDENT ACHIEVEMENT 403(B) PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo

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