401k Plan data: THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN plan

THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN 401k Plan overview

Plan Name	THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN
Plan identification number	002

THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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)(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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE GENEVA SCHOOL OF MANHATTAN has sponsored the creation of one or more 401k plans.

Company Name: THE GENEVA SCHOOL OF MANHATTAN

Employer identification number (EIN): 133887484

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01 MARGARET LEE 2024-02-27
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01

Plan Statistics for THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN

401k plan membership statisitcs for THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN

Measure Date Value
2021: THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 47
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 46
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 0
Total of all active and inactive participants 2021-07-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 46
Number of participants with account balances 2021-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 76
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 45
Number of retired or separated participants receiving benefits 2020-07-01 14
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 59
Number of participants with account balances 2020-07-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 2
2019: THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 72
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 73
Number of retired or separated participants receiving benefits 2019-07-01 3
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 76
Number of participants with account balances 2019-07-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 59
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 70
Number of retired or separated participants receiving benefits 2018-07-01 2
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 72
Number of participants with account balances 2018-07-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 45
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 56
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 3
Total of all active and inactive participants 2017-07-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 59
Number of participants with account balances 2017-07-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0

Measure	Date	Value
2021: THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	47
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	46
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	0
Total of all active and inactive participants	2021-07-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	46
Number of participants with account balances	2021-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	76
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	45
Number of retired or separated participants receiving benefits	2020-07-01	14
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	59
Number of participants with account balances	2020-07-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	2
2019: THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	72
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	73
Number of retired or separated participants receiving benefits	2019-07-01	3
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	76
Number of participants with account balances	2019-07-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	59
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	70
Number of retired or separated participants receiving benefits	2018-07-01	2
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	72
Number of participants with account balances	2018-07-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	45
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	56
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	3
Total of all active and inactive participants	2017-07-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	59
Number of participants with account balances	2017-07-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0

Financial Data on THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN

Measure	Date	Value
2022 : THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN 2022 401k financial data
Total income from all sources	2022-06-30	$458,309
Expenses. Total of all expenses incurred	2022-06-30	$42,518
Benefits paid (including direct rollovers)	2022-06-30	$22,327
Total plan assets at end of year	2022-06-30	$2,005,518
Total plan assets at beginning of year	2022-06-30	$1,589,727
Total contributions received or receivable from participants	2022-06-30	$168,684
Expenses. Other expenses not covered elsewhere	2022-06-30	$20,191
Contributions received from other sources (not participants or employers)	2022-06-30	$461,646
Other income received	2022-06-30	$-337,747
Net income (gross income less expenses)	2022-06-30	$415,791
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$2,005,518
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$1,589,727
Assets. Value of participant loans	2022-06-30	$42,509
Total contributions received or receivable from employer(s)	2022-06-30	$165,726
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-06-30	$0
2021 : THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN 2021 401k financial data
Total income from all sources	2021-06-30	$652,726
Expenses. Total of all expenses incurred	2021-06-30	$20,575
Benefits paid (including direct rollovers)	2021-06-30	$8,332
Total plan assets at end of year	2021-06-30	$1,589,727
Total plan assets at beginning of year	2021-06-30	$957,576
Total contributions received or receivable from participants	2021-06-30	$161,926
Other income received	2021-06-30	$332,722
Net income (gross income less expenses)	2021-06-30	$632,151
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$1,589,727
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$957,576
Assets. Value of participant loans	2021-06-30	$31,971
Total contributions received or receivable from employer(s)	2021-06-30	$158,078
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$12,243
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
2020 : THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN 2020 401k financial data
Total income from all sources	2020-06-30	$319,852
Expenses. Total of all expenses incurred	2020-06-30	$7,631
Total plan assets at end of year	2020-06-30	$957,576
Total plan assets at beginning of year	2020-06-30	$645,355
Total contributions received or receivable from participants	2020-06-30	$199,044
Contributions received from other sources (not participants or employers)	2020-06-30	$1,523
Other income received	2020-06-30	$27,938
Net income (gross income less expenses)	2020-06-30	$312,221
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$957,576
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$645,355
Total contributions received or receivable from employer(s)	2020-06-30	$91,347
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$7,631
2019 : THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN 2019 401k financial data
Total income from all sources	2019-06-30	$227,537
Expenses. Total of all expenses incurred	2019-06-30	$38,495
Benefits paid (including direct rollovers)	2019-06-30	$32,995
Total plan assets at end of year	2019-06-30	$645,355
Total plan assets at beginning of year	2019-06-30	$456,313
Total contributions received or receivable from participants	2019-06-30	$152,294
Contributions received from other sources (not participants or employers)	2019-06-30	$6,875
Other income received	2019-06-30	$50,796
Net income (gross income less expenses)	2019-06-30	$189,042
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$645,355
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$456,313
Total contributions received or receivable from employer(s)	2019-06-30	$17,572
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$5,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
2018 : THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0

Form 5500 Responses for THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN

2021: THE GENEVA SCHOOL OF MANHATTAN 403(B) 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 – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: THE GENEVA SCHOOL OF MANHATTAN 403(B) 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 – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: THE GENEVA SCHOOL OF MANHATTAN 403(B) 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 – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: THE GENEVA SCHOOL OF MANHATTAN 403(B) 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 – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	First time form 5500 has been submitted	Yes
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 – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE GENEVA SCHOOL OF MANHATTAN
Employer identification number (EIN):	133887484
NAIC Classification:	611000

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-07-01	MARGARET LEE	2024-02-27
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01