THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE BUCKLEY SCHOOL PENSION PLAN
| Measure | Date | Value |
|---|
| 2016: THE BUCKLEY SCHOOL PENSION PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 2,283,827 |
| Acturial value of plan assets | 2016-12-31 | 2,283,827 |
| Number of terminated vested participants | 2016-12-31 | 16 |
| Fundng target for terminated vested participants | 2016-12-31 | 143,903 |
| Active participant vested funding target | 2016-12-31 | 2,834 |
| Number of active participants | 2016-12-31 | 1 |
| Total funding liabilities for active participants | 2016-12-31 | 2,834 |
| Total participant count | 2016-12-31 | 17 |
| Total funding target for all participants | 2016-12-31 | 146,737 |
| Amount remaining of carryover balance | 2016-12-31 | 0 |
| Amount remaining of prefunding balance | 2016-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-07-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 0 |
| 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 | 0 |
| Total of all active and inactive participants | 2016-07-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
| Total participants | 2016-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
| 2015: THE BUCKLEY SCHOOL PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 18 |
| Total of all active and inactive participants | 2015-07-01 | 19 |
| Total participants | 2015-07-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
| 2014: THE BUCKLEY SCHOOL PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 16 |
| Total of all active and inactive participants | 2014-07-01 | 19 |
| Total participants | 2014-07-01 | 19 |
| Number of participants with account balances | 2014-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: THE BUCKLEY SCHOOL PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 15 |
| Total of all active and inactive participants | 2013-07-01 | 19 |
| Total participants | 2013-07-01 | 19 |
| 2012: THE BUCKLEY SCHOOL PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 4 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 15 |
| Total of all active and inactive participants | 2012-07-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 19 |
| 2011: THE BUCKLEY SCHOOL PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 6 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
| Total of all active and inactive participants | 2011-07-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| 2009: THE BUCKLEY SCHOOL PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 6 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
| Total of all active and inactive participants | 2009-07-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 24 |
| Number of participants with account balances | 2009-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2016 : THE BUCKLEY SCHOOL PENSION PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $50,422 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,334,249 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $164,861 |
| Total plan assets at end of year | 2016-12-31 | $0 |
| Total plan assets at beginning of year | 2016-12-31 | $2,283,827 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $2,101,271 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $50,422 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $-2,283,827 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,283,827 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $68,117 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Total income from all sources | 2016-06-30 | $100,875 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $21,337 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $21,337 |
| Total plan assets at end of year | 2016-06-30 | $2,283,827 |
| Total plan assets at beginning of year | 2016-06-30 | $2,204,289 |
| Value of fidelity bond covering the plan | 2016-06-30 | $500,000 |
| Other income received | 2016-06-30 | $100,875 |
| Net income (gross income less expenses) | 2016-06-30 | $79,538 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $2,283,827 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $2,204,289 |
| 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 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-06-30 | $0 |
| 2015 : THE BUCKLEY SCHOOL PENSION PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-06-30 | $0 |
| Total plan liabilities at end of year | 2015-06-30 | $0 |
| Total plan liabilities at beginning of year | 2015-06-30 | $0 |
| Total plan assets at end of year | 2015-06-30 | $2,106,824 |
| Total plan assets at beginning of year | 2015-06-30 | $2,106,824 |
| Value of fidelity bond covering the plan | 2015-06-30 | $500,000 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $2,106,824 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $2,106,824 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2015-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-06-30 | $0 |
| 2014 : THE BUCKLEY SCHOOL PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $90,866 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $0 |
| Total plan assets at end of year | 2014-06-30 | $2,106,824 |
| Total plan assets at beginning of year | 2014-06-30 | $2,015,958 |
| Value of fidelity bond covering the plan | 2014-06-30 | $500,000 |
| Other income received | 2014-06-30 | $90,866 |
| Net income (gross income less expenses) | 2014-06-30 | $90,866 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $2,106,824 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $2,015,958 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2014-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-06-30 | $0 |
| 2013 : THE BUCKLEY SCHOOL PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $82,022 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $48,411 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $48,411 |
| Total plan assets at end of year | 2013-06-30 | $2,015,958 |
| Total plan assets at beginning of year | 2013-06-30 | $1,982,347 |
| Value of fidelity bond covering the plan | 2013-06-30 | $500,000 |
| Other income received | 2013-06-30 | $82,022 |
| Net income (gross income less expenses) | 2013-06-30 | $33,611 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $2,015,958 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,982,347 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2013-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-06-30 | $0 |
| 2012 : THE BUCKLEY SCHOOL PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $79,801 |
| Total plan assets at end of year | 2012-06-30 | $1,982,347 |
| Total plan assets at beginning of year | 2012-06-30 | $1,902,546 |
| Value of fidelity bond covering the plan | 2012-06-30 | $500,000 |
| Other income received | 2012-06-30 | $79,801 |
| Net income (gross income less expenses) | 2012-06-30 | $79,801 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $1,982,347 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,902,546 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2012-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-06-30 | $0 |
| 2010 : THE BUCKLEY SCHOOL PENSION PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2010-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-06-30 | $0 |
| 2016: THE BUCKLEY SCHOOL PENSION 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 | Yes |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2015: THE BUCKLEY SCHOOL PENSION 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 – Section 412(e)(3) insurance Contracts | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2014: THE BUCKLEY SCHOOL PENSION 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 – Section 412(e)(3) insurance Contracts | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2013: THE BUCKLEY SCHOOL PENSION 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 – Section 412(e)(3) insurance Contracts | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2012: THE BUCKLEY SCHOOL PENSION 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 – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2011: THE BUCKLEY SCHOOL PENSION 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 – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2009: THE BUCKLEY SCHOOL PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
