401k Plan data: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN plan

THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	002

THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

THE LOWELL SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: THE LOWELL SCHOOL

Employer identification number (EIN): 113120337

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01 SHANEZA MOHAMED
002 2015-07-01 SHANEZA MOHAMED
002 2015-07-01 SHANEZA MOHAMED
002 2014-07-01 SHANEZA MOHAMED
002 2013-07-01 SHANEZA MOHAMED
002 2012-07-01 MYRON PROUJANSKY
002 2011-07-01 MYRON PROUJANSKY
002 2010-07-01 MYRON PROUJANSKY 2012-01-06

Plan Statistics for THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2021: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 114
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 75
Number of retired or separated participants receiving benefits 2021-07-01 3
Number of other retired or separated participants entitled to future benefits 2021-07-01 26
Total of all active and inactive participants 2021-07-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 104
Number of participants with account balances 2021-07-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 9
2020: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 125
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 86
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 29
Total of all active and inactive participants 2020-07-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 115
Number of participants with account balances 2020-07-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 3
2019: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 115
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 95
Number of retired or separated participants receiving benefits 2019-07-01 1
Number of other retired or separated participants entitled to future benefits 2019-07-01 30
Total of all active and inactive participants 2019-07-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 126
Number of participants with account balances 2019-07-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 145
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 99
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 30
Total of all active and inactive participants 2018-07-01 129
Total participants 2018-07-01 129
Number of participants with account balances 2018-07-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 2
2017: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 137
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 104
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 25
Total of all active and inactive participants 2017-07-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 129
Number of participants with account balances 2017-07-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 1
2016: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 139
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 98
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 27
Total of all active and inactive participants 2016-07-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 125
Number of participants with account balances 2016-07-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 3
2015: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 131
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 95
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 26
Total of all active and inactive participants 2015-07-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 121
Number of participants with account balances 2015-07-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 136
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 124
Number of other retired or separated participants entitled to future benefits 2014-07-01 21
Total of all active and inactive participants 2014-07-01 145
Total participants 2014-07-01 145
Number of participants with account balances 2014-07-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 2
2013: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 133
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 113
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 18
Total of all active and inactive participants 2013-07-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 132
Number of participants with account balances 2013-07-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 135
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 105
Number of other retired or separated participants entitled to future benefits 2012-07-01 19
Total of all active and inactive participants 2012-07-01 124
Total participants 2012-07-01 124
Number of participants with account balances 2012-07-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 123
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 106
Number of other retired or separated participants entitled to future benefits 2011-07-01 16
Total of all active and inactive participants 2011-07-01 122
Total participants 2011-07-01 122
Number of participants with account balances 2011-07-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 1

Measure	Date	Value
2021: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	114
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	75
Number of retired or separated participants receiving benefits	2021-07-01	3
Number of other retired or separated participants entitled to future benefits	2021-07-01	26
Total of all active and inactive participants	2021-07-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	104
Number of participants with account balances	2021-07-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	9
2020: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	125
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	86
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	29
Total of all active and inactive participants	2020-07-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	115
Number of participants with account balances	2020-07-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	3
2019: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	115
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	95
Number of retired or separated participants receiving benefits	2019-07-01	1
Number of other retired or separated participants entitled to future benefits	2019-07-01	30
Total of all active and inactive participants	2019-07-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	126
Number of participants with account balances	2019-07-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	145
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	99
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	30
Total of all active and inactive participants	2018-07-01	129
Total participants	2018-07-01	129
Number of participants with account balances	2018-07-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	2
2017: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	137
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	104
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	25
Total of all active and inactive participants	2017-07-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	129
Number of participants with account balances	2017-07-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	1
2016: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	139
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	98
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	27
Total of all active and inactive participants	2016-07-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	125
Number of participants with account balances	2016-07-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	3
2015: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	131
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	95
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	26
Total of all active and inactive participants	2015-07-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	121
Number of participants with account balances	2015-07-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	136
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	124
Number of other retired or separated participants entitled to future benefits	2014-07-01	21
Total of all active and inactive participants	2014-07-01	145
Total participants	2014-07-01	145
Number of participants with account balances	2014-07-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	2
2013: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	133
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	113
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	18
Total of all active and inactive participants	2013-07-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	132
Number of participants with account balances	2013-07-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	135
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	105
Number of other retired or separated participants entitled to future benefits	2012-07-01	19
Total of all active and inactive participants	2012-07-01	124
Total participants	2012-07-01	124
Number of participants with account balances	2012-07-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	123
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	106
Number of other retired or separated participants entitled to future benefits	2011-07-01	16
Total of all active and inactive participants	2011-07-01	122
Total participants	2011-07-01	122
Number of participants with account balances	2011-07-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	1

Financial Data on THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2022 : THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$-379,228
Total unrealized appreciation/depreciation of assets	2022-06-30	$-379,228
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-264,956
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$255,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$235,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$114,171
Value of total assets at end of year	2022-06-30	$2,192,504
Value of total assets at beginning of year	2022-06-30	$2,712,478
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$19,482
Total interest from all sources	2022-06-30	$101
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Total non interest bearing cash at end of year	2022-06-30	$4,955
Total non interest bearing cash at beginning of year	2022-06-30	$6,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-519,974
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$2,192,504
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$2,712,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$2,170,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$2,690,903
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$16,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$14,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$114,171
Employer contributions (assets) at end of year	2022-06-30	$875
Employer contributions (assets) at beginning of year	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$235,536
Contract administrator fees	2022-06-30	$19,482
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	SATTY, LEVINE & CIACCO, CPAS, P.C.
Accountancy firm EIN	2022-06-30	112370855
2021 : THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-06-30	$624,078
Total unrealized appreciation/depreciation of assets	2021-06-30	$624,078
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$741,700
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$224,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$204,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$117,420
Value of total assets at end of year	2021-06-30	$2,712,478
Value of total assets at beginning of year	2021-06-30	$2,194,823
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$19,445
Total interest from all sources	2021-06-30	$202
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Total non interest bearing cash at end of year	2021-06-30	$6,867
Total non interest bearing cash at beginning of year	2021-06-30	$1,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$517,655
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$2,712,478
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$2,194,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$2,690,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$2,175,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$14,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$15,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$117,420
Employer contributions (assets) at end of year	2021-06-30	$0
Employer contributions (assets) at beginning of year	2021-06-30	$1,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$204,600
Contract administrator fees	2021-06-30	$19,445
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	SATTY, LEVINE & CIACCO, CPAS, P.C.
Accountancy firm EIN	2021-06-30	112370855
2020 : THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$58,476
Total unrealized appreciation/depreciation of assets	2020-06-30	$58,476
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$179,100
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$90,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$75,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$120,455
Value of total assets at end of year	2020-06-30	$2,194,823
Value of total assets at beginning of year	2020-06-30	$2,105,872
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$15,122
Total interest from all sources	2020-06-30	$169
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Total non interest bearing cash at end of year	2020-06-30	$1,428
Total non interest bearing cash at beginning of year	2020-06-30	$1,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$88,951
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$2,194,823
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$2,105,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$2,175,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$2,090,720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$15,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$14,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$120,455
Employer contributions (assets) at end of year	2020-06-30	$1,775
Employer contributions (assets) at beginning of year	2020-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$75,027
Contract administrator fees	2020-06-30	$15,122
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	SATTY, LEVINE & CIACCO, CPAS, P.C.
Accountancy firm EIN	2020-06-30	112370855
2019 : THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-06-30	$83,717
Total unrealized appreciation/depreciation of assets	2019-06-30	$83,717
Total income from all sources (including contributions)	2019-06-30	$187,828
Total of all expenses incurred	2019-06-30	$255,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$240,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$103,978
Value of total assets at end of year	2019-06-30	$2,105,872
Value of total assets at beginning of year	2019-06-30	$2,173,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$14,899
Total interest from all sources	2019-06-30	$133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Total non interest bearing cash at end of year	2019-06-30	$1,122
Total non interest bearing cash at beginning of year	2019-06-30	$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$-67,427
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$2,105,872
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$2,173,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$2,090,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$2,160,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$14,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$12,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$103,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$240,356
Contract administrator fees	2019-06-30	$14,899
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	SATTY, LEVINE & CIACCO, CPAS, P.C.
Accountancy firm EIN	2019-06-30	112370855
2018 : THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$260,151
Total of all expenses incurred	2018-06-30	$234,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$219,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$103,453
Value of total assets at end of year	2018-06-30	$2,173,299
Value of total assets at beginning of year	2018-06-30	$2,147,858
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$15,612
Total interest from all sources	2018-06-30	$76
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Administrative expenses professional fees incurred	2018-06-30	$15,612
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Total non interest bearing cash at end of year	2018-06-30	$7
Total non interest bearing cash at beginning of year	2018-06-30	$2,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$25,441
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$2,173,299
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$2,147,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$2,160,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$2,133,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$76
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$12,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$11,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$156,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$103,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$219,098
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	SATTY, LEVINE & CIACCO, CPAS, P.C.
Accountancy firm EIN	2018-06-30	112370855
2017 : THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$345,096
Total of all expenses incurred	2017-06-30	$264,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$249,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$102,394
Value of total assets at end of year	2017-06-30	$2,147,858
Value of total assets at beginning of year	2017-06-30	$2,067,439
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$15,183
Total interest from all sources	2017-06-30	$44
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Administrative expenses professional fees incurred	2017-06-30	$15,183
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Total non interest bearing cash at end of year	2017-06-30	$2,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$80,419
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$2,147,858
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$2,067,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$2,133,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$2,056,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$44
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$11,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$10,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$242,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$102,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$249,494
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	SATTY, LEVINE & CIACCO, CPAS, P.C.
Accountancy firm EIN	2017-06-30	112370855
2016 : THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$49,791
Total of all expenses incurred	2016-06-30	$83,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$68,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$97,033
Value of total assets at end of year	2016-06-30	$2,067,439
Value of total assets at beginning of year	2016-06-30	$2,101,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$14,808
Total interest from all sources	2016-06-30	$50
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Administrative expenses professional fees incurred	2016-06-30	$14,808
Was this plan covered by a fidelity bond	2016-06-30	No
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Total non interest bearing cash at beginning of year	2016-06-30	$9,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-33,583
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$2,067,439
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$2,101,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	Yes
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$2,056,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$2,066,722
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$50
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$10,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$24,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-47,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$97,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$68,566
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	SATTY, LEVINE & CIACCO, CPAS, P.C.
Accountancy firm EIN	2016-06-30	112370855
2015 : THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$1,039
Total unrealized appreciation/depreciation of assets	2015-06-30	$1,039
Total income from all sources (including contributions)	2015-06-30	$198,596
Total of all expenses incurred	2015-06-30	$566,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$550,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$112,042
Value of total assets at end of year	2015-06-30	$2,101,022
Value of total assets at beginning of year	2015-06-30	$2,469,068
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$15,920
Total interest from all sources	2015-06-30	$49
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Administrative expenses professional fees incurred	2015-06-30	$15,920
Was this plan covered by a fidelity bond	2015-06-30	No
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Total non interest bearing cash at end of year	2015-06-30	$9,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-368,046
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$2,101,022
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$2,469,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	Yes
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$2,066,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$2,444,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$49
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$24,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$24,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$85,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$112,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$550,722
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	SATTY, LEVINE & CIACCO, CPAS, P.C.
Accountancy firm EIN	2015-06-30	112370855
2014 : THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$472,941
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$161,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$144,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$103,875
Value of total assets at end of year	2014-06-30	$2,469,068
Value of total assets at beginning of year	2014-06-30	$2,157,290
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$16,389
Total interest from all sources	2014-06-30	$57
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Administrative expenses professional fees incurred	2014-06-30	$16,389
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Total non interest bearing cash at end of year	2014-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$311,778
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$2,469,068
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$2,157,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$2,444,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$2,129,157
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$57
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$24,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$23,563
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$369,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$103,875
Employer contributions (assets) at beginning of year	2014-06-30	$4,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$144,774
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	SATTY, LEVINE & CIACCO, CPAS,P.C.
Accountancy firm EIN	2014-06-30	112370855
2013 : THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$325,068
Total of all expenses incurred	2013-06-30	$47,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$32,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$99,661
Value of total assets at end of year	2013-06-30	$2,157,290
Value of total assets at beginning of year	2013-06-30	$1,879,306
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$14,956
Total interest from all sources	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Administrative expenses professional fees incurred	2013-06-30	$14,956
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Other income not declared elsewhere	2013-06-30	$225,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$277,984
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$2,157,290
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$1,879,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$0
Net investment gain or loss from common/collective trusts	2013-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Assets. Invements in employer securities at end of year	2013-06-30	$2,157,290
Assets. Invements in employer securities at beginning of year	2013-06-30	$1,879,306
Contributions received in cash from employer	2013-06-30	$99,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$32,128
Contract administrator fees	2013-06-30	$0
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	SATTY, LEVINE & CIACCO, CPA, P.C.
Accountancy firm EIN	2013-06-30	112370855
2012 : THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-06-30	$-3,403
Total unrealized appreciation/depreciation of assets	2012-06-30	$-3,403
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$100,649
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$32,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$19,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$104,052
Value of total assets at end of year	2012-06-30	$1,879,306
Value of total assets at beginning of year	2012-06-30	$1,811,354
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$13,624
Total interest from all sources	2012-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Administrative expenses professional fees incurred	2012-06-30	$13,624
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$67,952
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$1,879,306
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$1,811,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Assets. Invements in employer securities at end of year	2012-06-30	$1,879,306
Assets. Invements in employer securities at beginning of year	2012-06-30	$1,811,354
Contributions received in cash from employer	2012-06-30	$104,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$19,073
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	SATTY, LEVINE & CIACCO, CPA, P.C.
Accountancy firm EIN	2012-06-30	112370855

Form 5500 Responses for THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

2021: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: THE LOWELL SCHOOL DEFINED CONTRIBUTION 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 – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: THE LOWELL SCHOOL DEFINED CONTRIBUTION 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 – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: THE LOWELL SCHOOL DEFINED CONTRIBUTION 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 – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: THE LOWELL SCHOOL DEFINED CONTRIBUTION 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 – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: THE LOWELL SCHOOL DEFINED CONTRIBUTION 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
2011: THE LOWELL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

80851

Policy instance

Insurance contract or identification number	80851
Number of Individuals Covered	91
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,302
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1302
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

80851

Policy instance

Insurance contract or identification number	80851
Number of Individuals Covered	92
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,773
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3806
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

80851

Policy instance

Insurance contract or identification number	80851
Number of Individuals Covered	94
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $14,030
Total amount of fees paid to insurance company	USD $10,371
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,030
Amount paid for insurance broker fees	10371
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

80851

Policy instance

Insurance contract or identification number	80851
Number of Individuals Covered	90
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,267
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	10267
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

80851

Policy instance

Insurance contract or identification number	80851
Number of Individuals Covered	91
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,907
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

80851

Policy instance

Insurance contract or identification number	80851
Number of Individuals Covered	95
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,055
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	10055
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	CHURCHILL FINANCIAL GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

80851

Policy instance

Insurance contract or identification number	80851
Number of Individuals Covered	97
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $11,445
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	11445
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	CHURCHILL FINANCIAL GROUP

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

80851

Policy instance

Insurance contract or identification number	80851
Number of Individuals Covered	101
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,606
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	10606
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	CHURCHILL FINANCIAL GROUP

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Company Name:	THE LOWELL SCHOOL
Employer identification number (EIN):	113120337
NAIC Classification:	611000