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

THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.

401k Sponsoring company profile

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

Company Name: THE BROWNING SCHOOL

Employer identification number (EIN): 131623918

NAIC Classification: 611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 JOHN CAMPBELL
001 2015-07-01 JOHN CAMPBELL
001 2014-07-01 JOHN CAMPBELL 2016-04-07
001 2013-07-01 JOHN CAMPBELL 2015-04-06
001 2012-07-01 JOHN CAMPBELL 2014-04-01
001 2011-07-01 JOHN CAMPBELL 2013-04-12
001 2010-07-01 JOHN CAMPBELL 2012-04-13

Plan Statistics for THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

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

Measure Date Value
2022: THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 323
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 191
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 139
Total of all active and inactive participants 2022-07-01 330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 330
Number of participants with account balances 2022-07-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 317
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 202
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 121
Total of all active and inactive participants 2021-07-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 323
Number of participants with account balances 2021-07-01 308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 304
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 202
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 114
Total of all active and inactive participants 2020-07-01 316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 1
Total participants 2020-07-01 317
Number of participants with account balances 2020-07-01 303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 298
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 212
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 90
Total of all active and inactive participants 2019-07-01 302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 2
Total participants 2019-07-01 304
Number of participants with account balances 2019-07-01 289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 291
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 201
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 95
Total of all active and inactive participants 2018-07-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 2
Total participants 2018-07-01 298
Number of participants with account balances 2018-07-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 296
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 199
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 89
Total of all active and inactive participants 2017-07-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 3
Total participants 2017-07-01 291
Number of participants with account balances 2017-07-01 273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 289
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 212
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 83
Total of all active and inactive participants 2016-07-01 295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 296
Number of participants with account balances 2016-07-01 268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 286
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 223
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 66
Total of all active and inactive participants 2015-07-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 289
Number of participants with account balances 2015-07-01 268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0

Measure	Date	Value
2022: THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	323
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	191
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	139
Total of all active and inactive participants	2022-07-01	330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	330
Number of participants with account balances	2022-07-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	317
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	202
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	121
Total of all active and inactive participants	2021-07-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	323
Number of participants with account balances	2021-07-01	308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	304
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	202
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	114
Total of all active and inactive participants	2020-07-01	316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	1
Total participants	2020-07-01	317
Number of participants with account balances	2020-07-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	298
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	212
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	90
Total of all active and inactive participants	2019-07-01	302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	2
Total participants	2019-07-01	304
Number of participants with account balances	2019-07-01	289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	291
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	201
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	95
Total of all active and inactive participants	2018-07-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	2
Total participants	2018-07-01	298
Number of participants with account balances	2018-07-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	296
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	199
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	89
Total of all active and inactive participants	2017-07-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	3
Total participants	2017-07-01	291
Number of participants with account balances	2017-07-01	273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	289
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	212
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	83
Total of all active and inactive participants	2016-07-01	295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	296
Number of participants with account balances	2016-07-01	268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	286
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	223
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	66
Total of all active and inactive participants	2015-07-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	289
Number of participants with account balances	2015-07-01	268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0

Financial Data on THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2023 : THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$5,757,404
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$1,788,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$1,749,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$1,568,475
Value of total assets at end of year	2023-06-30	$37,866,976
Value of total assets at beginning of year	2023-06-30	$33,898,532
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$39,163
Total interest from all sources	2023-06-30	$363,819
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$309,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$309,782
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$626,250
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$1,032,383
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$8,544
Other income not declared elsewhere	2023-06-30	$24,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$3,968,444
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$37,866,976
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$33,898,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$28,365,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$24,138,286
Value of interest in pooled separate accounts at end of year	2023-06-30	$1,223,607
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$1,495,342
Interest earned on other investments	2023-06-30	$363,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$8,277,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$8,264,904
Expenses. Payments to insurance carriers foe the provision of benefits	2023-06-30	$66,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$3,616,269
Net investment gain/loss from pooled separate accounts	2023-06-30	$-125,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$527,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$1,682,934
Contract administrator fees	2023-06-30	$39,163
Did the plan have assets held for investment	2023-06-30	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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2023-06-30	043499945
2022 : THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
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	$-2,797,031
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$1,500,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,480,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,587,143
Value of total assets at end of year	2022-06-30	$33,898,532
Value of total assets at beginning of year	2022-06-30	$38,196,502
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$20,537
Total interest from all sources	2022-06-30	$313,965
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$510,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$510,137
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$626,250
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
Contributions received from participants	2022-06-30	$930,396
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$132,998
Other income not declared elsewhere	2022-06-30	$19,841
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	$-4,297,970
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$33,898,532
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$38,196,502
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	$24,138,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$27,875,539
Value of interest in pooled separate accounts at end of year	2022-06-30	$1,495,342
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$1,185,164
Interest earned on other investments	2022-06-30	$313,965
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$8,264,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$9,135,799
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$672,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-5,502,807
Net investment gain/loss from pooled separate accounts	2022-06-30	$274,690
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	Yes
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	$523,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$807,671
Contract administrator fees	2022-06-30	$20,537
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-06-30	043499945
2021 : THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
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	$8,998,835
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$1,774,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,739,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,482,341
Value of total assets at end of year	2021-06-30	$38,196,502
Value of total assets at beginning of year	2021-06-30	$30,972,081
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$35,182
Total interest from all sources	2021-06-30	$338,552
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$276,096
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	$626,250
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
Contributions received from participants	2021-06-30	$878,456
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$86,538
Other income not declared elsewhere	2021-06-30	$12,626
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	$7,224,421
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$38,196,502
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$30,972,081
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	$27,875,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$20,847,890
Value of interest in pooled separate accounts at end of year	2021-06-30	$1,185,164
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$1,144,412
Interest earned on other investments	2021-06-30	$338,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$9,135,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$8,979,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$6,817,350
Net investment gain/loss from pooled separate accounts	2021-06-30	$71,870
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	Yes
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	$517,347
Income. Dividends from preferred stock	2021-06-30	$276,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,739,232
Contract administrator fees	2021-06-30	$35,182
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	Unqualified
Accountancy firm name	2021-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2021-06-30	043499945
2020 : THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
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	$3,181,986
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$1,838,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,827,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,338,580
Value of total assets at end of year	2020-06-30	$30,972,081
Value of total assets at beginning of year	2020-06-30	$29,628,182
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$10,704
Total interest from all sources	2020-06-30	$350,043
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$239,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$239,763
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$626,250
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
Contributions received from participants	2020-06-30	$850,523
Other income not declared elsewhere	2020-06-30	$12,591
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	$1,343,899
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$30,972,081
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$29,628,182
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	$20,847,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$19,284,573
Value of interest in pooled separate accounts at end of year	2020-06-30	$1,144,412
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$1,285,810
Interest earned on other investments	2020-06-30	$350,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$8,979,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$9,057,799
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$22,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$1,226,565
Net investment gain/loss from pooled separate accounts	2020-06-30	$14,444
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	$488,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,804,528
Contract administrator fees	2020-06-30	$10,704
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2020-06-30	043499945
2019 : THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$2,799,031
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$1,245,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$1,245,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,241,508
Value of total assets at end of year	2019-06-30	$29,628,182
Value of total assets at beginning of year	2019-06-30	$28,074,702
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$0
Total interest from all sources	2019-06-30	$367,561
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$154,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$154,769
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$626,250
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2019-06-30	$0
Minimum employer required contribution for this plan year	2019-06-30	$473,495
Amount contributed by the employer to the plan for this plan year	2019-06-30	$473,495
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$768,013
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	$1,553,480
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$29,628,182
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$28,074,702
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	$19,284,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$17,898,406
Value of interest in pooled separate accounts at end of year	2019-06-30	$1,285,810
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$1,198,291
Interest earned on other investments	2019-06-30	$367,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$9,057,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$8,978,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$971,973
Net investment gain/loss from pooled separate accounts	2019-06-30	$63,220
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	$473,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$1,245,551
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2019-06-30	043499945
2018 : THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$3,755,862
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$3,154,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$3,153,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,274,390
Value of total assets at end of year	2018-06-30	$28,074,702
Value of total assets at beginning of year	2018-06-30	$27,473,004
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$212
Total interest from all sources	2018-06-30	$363,556
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$108,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$108,966
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$626,250
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
Funding deficiency by the employer to the plan for this plan year	2018-06-30	$0
Minimum employer required contribution for this plan year	2018-06-30	$455,655
Amount contributed by the employer to the plan for this plan year	2018-06-30	$455,655
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$781,668
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$37,067
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	$601,698
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$28,074,702
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$27,473,004
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	$17,898,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$17,065,530
Value of interest in pooled separate accounts at end of year	2018-06-30	$1,198,291
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$1,185,066
Interest earned on other investments	2018-06-30	$363,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$8,978,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$9,222,408
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$711,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$1,950,661
Net investment gain/loss from pooled separate accounts	2018-06-30	$58,289
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	$455,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$2,442,318
Contract administrator fees	2018-06-30	$212
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2018-06-30	043499945
2017 : THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$4,090,097
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$1,379,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,379,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,306,061
Value of total assets at end of year	2017-06-30	$27,473,004
Value of total assets at beginning of year	2017-06-30	$24,762,566
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$0
Total interest from all sources	2017-06-30	$382,367
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$92,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$92,633
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$626,250
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
Contributions received from participants	2017-06-30	$797,537
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$61,269
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	$2,710,438
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$27,473,004
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$24,762,566
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	$17,065,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$14,650,861
Value of interest in pooled separate accounts at end of year	2017-06-30	$1,185,066
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$1,095,148
Interest earned on other investments	2017-06-30	$382,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$9,222,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$9,016,557
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$172,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$2,265,087
Net investment gain/loss from pooled separate accounts	2017-06-30	$43,949
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	$447,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,207,254
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	CARON & BLETZER, LLC
Accountancy firm EIN	2017-06-30	043499945
2016 : THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets to this plan	2016-06-30	$11,305,864
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$1,233,491
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$364,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$363,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,046,949
Value of total assets at end of year	2016-06-30	$24,762,566
Value of total assets at beginning of year	2016-06-30	$12,587,830
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$1,438
Total interest from all sources	2016-06-30	$330,287
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$39,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$39,616
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$626,250
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2016-06-30	$0
Minimum employer required contribution for this plan year	2016-06-30	$431,424
Amount contributed by the employer to the plan for this plan year	2016-06-30	$431,424
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$402,621
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$212,904
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	$868,872
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$24,762,566
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$12,587,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
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	$14,650,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$7,782,697
Value of interest in pooled separate accounts at end of year	2016-06-30	$1,095,148
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$574,115
Interest earned on other investments	2016-06-30	$330,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$9,016,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$4,231,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-234,378
Net investment gain/loss from pooled separate accounts	2016-06-30	$51,017
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	$431,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$363,181
Contract administrator fees	2016-06-30	$1,438
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2016-06-30	043499945

Form 5500 Responses for THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

2022: THE BROWNING SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: THE BROWNING 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 BROWNING 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 BROWNING 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 BROWNING 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 BROWNING 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 BROWNING 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 BROWNING 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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500222

Policy instance

Insurance contract or identification number	500222
Number of Individuals Covered	219
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500222

Policy instance

Insurance contract or identification number	500222
Number of Individuals Covered	222
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500222

Policy instance

Insurance contract or identification number	500222
Number of Individuals Covered	223
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500222/500223

Policy instance

Insurance contract or identification number	500222/500223
Number of Individuals Covered	231
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500222/500223

Policy instance

Insurance contract or identification number	500222/500223
Number of Individuals Covered	228
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500222/500223

Policy instance

Insurance contract or identification number	500222/500223
Number of Individuals Covered	239
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500222/500223

Policy instance

Insurance contract or identification number	500222/500223
Number of Individuals Covered	245
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

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Company Name:	THE BROWNING SCHOOL
Employer identification number (EIN):	131623918
NAIC Classification:	611000