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THE RETIREMENT PLAN FOR THE AMIC / CLEAR VIEW SCHOOL 401k Plan overview

Plan NameTHE RETIREMENT PLAN FOR THE AMIC / CLEAR VIEW SCHOOL
Plan identification number 001

THE RETIREMENT PLAN FOR THE AMIC / CLEAR VIEW SCHOOL Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

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

Company Name:CLEARVIEW SCHOOL
Employer identification number (EIN):132554243
NAIC Classification:611000

Additional information about CLEARVIEW SCHOOL

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1973-06-14
Company Identification Number: C0682967
Legal Registered Office Address: 2049 Century Pk. E., 32nd Fl.

Los Angeles
United States of America (USA)
90067

More information about CLEARVIEW SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RETIREMENT PLAN FOR THE AMIC / CLEAR VIEW SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01CATHERINE BORGIA2023-04-14 CATHERINE BORGIA2023-04-14
0012020-07-01CATHERINE BORGIA2022-04-13 CATHERINE BORGIA2022-04-13
0012019-07-01ELIZABETH KASULKA2021-04-06 ELIZABETH KASULKA2021-04-06
0012018-07-01ROBERT FARMER2020-04-03 ROBERT FARMER2020-04-03
0012017-07-01ROBERT FARMER2019-03-26 ROBERT FARMER2019-03-26
0012016-07-01CHARLES DEVLIN2018-03-12 CHARLES DEVLIN2018-03-12
0012015-07-01CHARLES DEVLIN2017-02-28 CHARLES DEVLIN2017-02-28
0012014-07-01CHARLES DEVLIN2016-03-25 CHARLES DEVLIN2016-03-25
0012013-07-01CHARLES DEVLIN2015-04-13 CHARLES DEVLIN2015-04-13
0012012-07-01JOSEPH GIARDULLO2014-04-07
0012011-07-01JOSEPH GIARDULLO2013-03-15 JOSEPH GIARDULLO2013-03-15
0012010-07-01JOSEPH GIARDULLO2012-03-14 JOSEPH GIARDULLO2012-03-14

Plan Statistics for THE RETIREMENT PLAN FOR THE AMIC / CLEAR VIEW SCHOOL

401k plan membership statisitcs for THE RETIREMENT PLAN FOR THE AMIC / CLEAR VIEW SCHOOL

Measure Date Value
2022: THE RETIREMENT PLAN FOR THE AMIC / CLEAR VIEW SCHOOL 2022 401k membership
Market value of plan assets2022-06-303,791,184
Acturial value of plan assets2022-06-303,527,831
Funding target for retired participants and beneficiaries receiving payment2022-06-301,939,580
Number of terminated vested participants2022-06-3020
Fundng target for terminated vested participants2022-06-30343,860
Active participant vested funding target2022-06-301,253,003
Number of active participants2022-06-3024
Total funding liabilities for active participants2022-06-301,253,003
Total participant count2022-06-3062
Total funding target for all participants2022-06-303,536,443
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-30241,727
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-30241,727
Present value of excess contributions2022-06-305,239
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-305,516
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-305,516
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-30289,642
Total employer contributions2022-06-3056,932
Total employee contributions2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-3055,183
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-300
Net shortfall amortization installment of oustanding balance2022-06-30298,254
Total funding amount beforereflecting carryover/prefunding balances2022-06-3053,366
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-3053,366
Contributions allocatedtoward minimum required contributions for current year2022-06-3055,183
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: THE RETIREMENT PLAN FOR THE AMIC / CLEAR VIEW SCHOOL 2021 401k membership
Market value of plan assets2021-06-303,402,257
Acturial value of plan assets2021-06-303,392,823
Funding target for retired participants and beneficiaries receiving payment2021-06-301,976,713
Number of terminated vested participants2021-06-3021
Fundng target for terminated vested participants2021-06-30323,221
Active participant vested funding target2021-06-301,149,513
Number of active participants2021-06-3025
Total funding liabilities for active participants2021-06-301,149,513
Total participant count2021-06-3066
Total funding target for all participants2021-06-303,449,447
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-30249,904
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-3023,000
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-30226,904
Present value of excess contributions2021-06-304,245
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-304,476
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-304,476
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-30241,727
Total employer contributions2021-06-3063,542
Total employee contributions2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-3062,171
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-300
Net shortfall amortization installment of oustanding balance2021-06-30298,351
Total funding amount beforereflecting carryover/prefunding balances2021-06-3056,932
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-3056,932
Contributions allocatedtoward minimum required contributions for current year2021-06-3062,171
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: THE RETIREMENT PLAN FOR THE AMIC / CLEAR VIEW SCHOOL 2020 401k membership
Market value of plan assets2020-06-303,376,195
Acturial value of plan assets2020-06-303,325,592
Funding target for retired participants and beneficiaries receiving payment2020-06-301,871,859
Number of terminated vested participants2020-06-3020
Fundng target for terminated vested participants2020-06-30293,362
Active participant vested funding target2020-06-301,276,810
Number of active participants2020-06-3028
Total funding liabilities for active participants2020-06-301,276,810
Total participant count2020-06-3067
Total funding target for all participants2020-06-303,442,031
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-30144,569
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-306,876
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-30137,693
Present value of excess contributions2020-06-3096,318
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-30101,870
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-30101,870
Reductions in prefunding balances due to elections or deemed elections2020-06-3023,000
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-30226,904
Total employer contributions2020-06-30101,719
Total employee contributions2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-3098,411
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-300
Net shortfall amortization installment of oustanding balance2020-06-30343,343
Total funding amount beforereflecting carryover/prefunding balances2020-06-3094,166
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-3094,166
Contributions allocatedtoward minimum required contributions for current year2020-06-3098,411
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: THE RETIREMENT PLAN FOR THE AMIC / CLEAR VIEW SCHOOL 2019 401k membership
Market value of plan assets2019-06-303,271,728
Acturial value of plan assets2019-06-303,249,602
Funding target for retired participants and beneficiaries receiving payment2019-06-301,846,361
Number of terminated vested participants2019-06-3021
Fundng target for terminated vested participants2019-06-30262,566
Active participant vested funding target2019-06-301,167,922
Number of active participants2019-06-3028
Total funding liabilities for active participants2019-06-301,167,922
Total participant count2019-06-3069
Total funding target for all participants2019-06-303,276,849
Balance at beginning of prior year after applicable adjustments2019-06-3055,628
Prefunding balance at beginning of prior year after applicable adjustments2019-06-30158,431
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-3055,628
Prefunding balanced used to offset prior years funding requirement2019-06-3021,352
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-30137,079
Present value of excess contributions2019-06-3031
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-3033
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-3033
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-30144,569
Total employer contributions2019-06-30100,000
Total employee contributions2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-3096,318
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-306,876
Net shortfall amortization installment of oustanding balance2019-06-30171,816
Total funding amount beforereflecting carryover/prefunding balances2019-06-306,876
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-306,876
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-3096,318
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: THE RETIREMENT PLAN FOR THE AMIC / CLEAR VIEW SCHOOL 2018 401k membership
Market value of plan assets2018-06-303,293,869
Acturial value of plan assets2018-06-303,298,883
Funding target for retired participants and beneficiaries receiving payment2018-06-301,630,418
Number of terminated vested participants2018-06-3021
Fundng target for terminated vested participants2018-06-30239,632
Active participant vested funding target2018-06-301,316,336
Number of active participants2018-06-3029
Total funding liabilities for active participants2018-06-301,316,336
Total participant count2018-06-3069
Total funding target for all participants2018-06-303,186,386
Balance at beginning of prior year after applicable adjustments2018-06-3051,935
Prefunding balance at beginning of prior year after applicable adjustments2018-06-30122,145
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-3051,935
Amount remaining of prefunding balance2018-06-30122,145
Present value of excess contributions2018-06-3026,034
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3027,601
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-3027,601
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-3055,628
Balance of prefunding at beginning of current year2018-06-30158,431
Total employer contributions2018-06-3017,318
Total employee contributions2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3016,360
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3020,630
Net shortfall amortization installment of oustanding balance2018-06-30101,562
Total funding amount beforereflecting carryover/prefunding balances2018-06-3093,309
Carryover balance elected to use to offset funding requirement2018-06-3055,628
Prefunding balance elected to use to offset funding requirement2018-06-3021,352
Additional cash requirement2018-06-3016,329
Contributions allocatedtoward minimum required contributions for current year2018-06-3016,360
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: THE RETIREMENT PLAN FOR THE AMIC / CLEAR VIEW SCHOOL 2017 401k membership
Market value of plan assets2017-06-303,135,239
Acturial value of plan assets2017-06-303,260,296
Funding target for retired participants and beneficiaries receiving payment2017-06-301,508,623
Number of terminated vested participants2017-06-3022
Fundng target for terminated vested participants2017-06-30418,675
Active participant vested funding target2017-06-301,386,922
Number of active participants2017-06-3032
Total funding liabilities for active participants2017-06-301,386,922
Total participant count2017-06-3072
Total funding target for all participants2017-06-303,314,220
Balance at beginning of prior year after applicable adjustments2017-06-3050,525
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-3050,525
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-30114,992
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-30122,145
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-30122,145
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-3051,935
Balance of prefunding at beginning of current year2017-06-30122,145
Total employer contributions2017-06-30180,000
Total employee contributions2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30173,950
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-303,696
Net shortfall amortization installment of oustanding balance2017-06-30228,004
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30147,916
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-30147,916
Contributions allocatedtoward minimum required contributions for current year2017-06-30173,950
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300

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