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| Plan Name | PROFIT SHARING PLAN FOR NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SHIELD OF DAVID, INC. |
| Employer identification number (EIN): | 131740041 |
| NAIC Classification: | 624410 |
| NAIC Description: | Child Day Care Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2022-07-01 | MARNI SUSSMAN | 2024-03-14 | LISA STEWART | 2024-03-14 |
| 003 | 2021-07-01 | DR. SUSAN PROVENZANO | 2023-04-17 | LISA STEWART | 2023-04-17 |
| 003 | 2020-07-01 | DR. SUSAN PROVENZANO | 2022-04-14 | LISA STEWART | 2022-04-14 |
| 003 | 2019-07-01 | ||||
| 003 | 2018-07-01 | DR. SUSAN PROVENZANO | 2020-07-13 | KARL HERR | 2020-07-13 |
| 003 | 2017-07-01 | DR. SUSAN PROVENZANO | 2019-04-15 | KARL HERR | 2019-04-15 |
| 003 | 2016-07-01 | KARL HERR | 2018-04-17 | ||
| 003 | 2015-07-01 | DR. SUSAN PROVENZANO | 2017-04-18 | KARL HERR | 2017-04-18 |
| 003 | 2014-07-01 | DR. SUSAN PROVENZANO | 2016-04-15 | KARL HERR | 2016-04-15 |
| 003 | 2013-07-01 | DR. SUSAN PROVENZANO | 2015-04-15 | KARL HERR | 2015-04-15 |
| Measure | Date | Value |
|---|---|---|
| 2025: PROFIT SHARING PLAN FOR NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-03-14 | 86 |
| Total number of particpants at end of year | 2025-03-14 | 87 |
| Number of Participants With Account Balances | 2025-03-14 | 87 |
| Measure | Date | Value |
|---|---|---|
| 2025 : PROFIT SHARING PLAN FOR NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-03-14 | 55775 |
| Net assets as of the end of the plan year | 2025-03-14 | 2367039 |
| Total assets as of the beginning of the plan year | 2025-03-14 | 1976709 |
| Value of plan covered by a fidelity bond | 2025-03-14 | 1000000 |
| Other income to plan in this plan year | 2025-03-14 | 225750 |
| Plan net income in this plan year | 2025-03-14 | 390330 |
| Net assets as of the end of the plan year | 2025-03-14 | 2367039 |
| Net assets as of the beginning of the plan year | 2025-03-14 | 1976709 |
| Employer contributions to plan in this plan year | 2025-03-14 | 220355 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-14 | 16839 |