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TAX DEFERRED ANNUITY PLAN OF TRINITY MONTESSORI SCHOOL, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF TRINITY MONTESSORI SCHOOL, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF TRINITY MONTESSORI SCHOOL, INC. Benefits

401k Plan TypeDefined 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TRINITY MONTESSORI SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name:TRINITY MONTESSORI SCHOOL, INC.
Employer identification number (EIN):161384298
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF TRINITY MONTESSORI SCHOOL, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAIMA COLE2024-10-14
0012022-01-01JAIMA COLE2024-12-05
0012021-01-01LORRAINE SCARAFILE2022-12-07
0012020-01-01LORRAINE SCARAFILE2021-07-28
0012019-01-01LORRAINE SCARAFILE2020-07-29
0012018-01-01LORRAINE SCARAFILE2019-09-12
0012017-01-01LORRAINE SCARAFILE2018-07-23 LORRAINE SCARAFILE2018-07-23
0012016-01-01LORRAINE SCARAFILE2017-09-26 LORRAINE SCARAFILE2017-09-26
0012015-01-01LORRAINE SCARAFILE2016-07-25 LORRAINE SCARAFILE2016-07-25
0012014-01-01LORRAINE SCARAFILE2015-07-29 LORRAINE SCARAFILE2015-07-29
0012013-01-01LORRAINE SCARAFILE2014-06-19 LORRAINE SCARAFILE2014-06-19
0012012-01-01LORRAINE SCARAFILE2013-07-09 LORRAINE SCARAFILE2013-07-09
0012011-01-01LORRAINE SCARAFILE2012-07-26 LORRAINE SCARAFILE2012-07-26
0012010-01-01LORRAINE SCARAFILE2011-06-16 LORRAINE SCARAFILE2011-06-16

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF TRINITY MONTESSORI SCHOOL, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF TRINITY MONTESSORI SCHOOL, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF TRINITY MONTESSORI SCHOOL, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-3014
Total number of particpants at end of year2025-07-3016
Number of Participants With Account Balances2025-07-3013
2024: TAX DEFERRED ANNUITY PLAN OF TRINITY MONTESSORI SCHOOL, INC. 2024 401k membership
Total number of particpants at beginning of year2024-10-1413
Total number of particpants at end of year2024-10-1414
Number of Participants With Account Balances2024-10-1411
2022: TAX DEFERRED ANNUITY PLAN OF TRINITY MONTESSORI SCHOOL, INC. 2022 401k membership
Total number of particpants at beginning of year2022-12-0713
Total number of particpants at end of year2022-12-0713
Number of Participants With Account Balances2022-12-0712

Financial Data on TAX DEFERRED ANNUITY PLAN OF TRINITY MONTESSORI SCHOOL, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF TRINITY MONTESSORI SCHOOL, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-300
Total liabilities as of the end of the plan year2025-07-300
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-30106
Net assets as of the end of the plan year2025-07-30508663
Total assets as of the beginning of the plan year2025-07-30411660
Value of plan covered by a fidelity bond2025-07-30100000
Participant contributions to plan in this plan year2025-07-3030014
Other expenses paid from plan in this plan year2025-07-300
Other contributions to plan in this plan year2025-07-300
Other income to plan in this plan year2025-07-3067095
Plan net income in this plan year2025-07-3097003
Net assets as of the end of the plan year2025-07-30508663
Net assets as of the beginning of the plan year2025-07-30411660
Employer contributions to plan in this plan year2025-07-300
Fees paid to broker by Benefit Provider2025-07-3056
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-30106
2024 : TAX DEFERRED ANNUITY PLAN OF TRINITY MONTESSORI SCHOOL, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-1457
Net assets as of the end of the plan year2024-10-14411660
Total assets as of the beginning of the plan year2024-10-14325817
Value of plan covered by a fidelity bond2024-10-14100000
Participant contributions to plan in this plan year2024-10-1426663
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-1459237
Plan net income in this plan year2024-10-1485843
Net assets as of the end of the plan year2024-10-14411660
Net assets as of the beginning of the plan year2024-10-14325817
Employer contributions to plan in this plan year2024-10-140
Fees paid to broker by Benefit Provider2024-10-1412
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1457
2022 : TAX DEFERRED ANNUITY PLAN OF TRINITY MONTESSORI SCHOOL, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-12-070
Total liabilities as of the end of the plan year2022-12-070
Total liabilities as of the beginning of the plan year2022-12-070
Total expenses incurred by plan in this plan year2022-12-0776
Net assets as of the end of the plan year2022-12-07368320
Total assets as of the beginning of the plan year2022-12-07283579
Value of plan covered by a fidelity bond2022-12-07100000
Participant contributions to plan in this plan year2022-12-0728348
Value of participant loans at end of plan year2022-12-07234
Other expenses paid from plan in this plan year2022-12-0776
Other contributions to plan in this plan year2022-12-070
Other income to plan in this plan year2022-12-0756469
Plan net income in this plan year2022-12-0784741
Net assets as of the end of the plan year2022-12-07368320
Net assets as of the beginning of the plan year2022-12-07283579
Employer contributions to plan in this plan year2022-12-070
Fees paid to broker by Benefit Provider2022-12-0733

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