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C. S. LEWIS ACADEMY 401(K) PLAN 401k Plan overview

Plan NameC. S. LEWIS ACADEMY 401(K) PLAN
Plan identification number 001

C. S. LEWIS ACADEMY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

C.S. LEWIS ACADEMY has sponsored the creation of one or more 401k plans.

Company Name:C.S. LEWIS ACADEMY
Employer identification number (EIN):161779566
NAIC Classification:611000

Additional information about C.S. LEWIS ACADEMY

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2006-03-28
Company Identification Number: 34988295
Legal Registered Office Address: 1605 N COLLEGE ST

NEWBERG
United States of America (USA)
97132

More information about C.S. LEWIS ACADEMY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C. S. LEWIS ACADEMY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01STEVEN FINLEY2017-03-06
0012015-01-01STEVEN FINLEY2016-06-10
0012014-01-01HEATHER ALLINSON
0012013-01-01STEVEN FINLEY
0012012-01-01STEVEN FINLEY
0012011-01-01STEVEN FINLEY
0012010-01-01STEVEN FINLEY
0012009-01-01LENA BARNEY

Plan Statistics for C. S. LEWIS ACADEMY 401(K) PLAN

401k plan membership statisitcs for C. S. LEWIS ACADEMY 401(K) PLAN

Measure Date Value
2014: C. S. LEWIS ACADEMY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0138
Total number of active participants reported on line 7a of the Form 55002014-01-0122
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0134
Number of participants with account balances2014-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: C. S. LEWIS ACADEMY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0124
Total number of active participants reported on line 7a of the Form 55002013-01-0121
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0134
Number of participants with account balances2013-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: C. S. LEWIS ACADEMY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0124
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0125
Number of participants with account balances2012-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: C. S. LEWIS ACADEMY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0124
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0119
Number of participants with account balances2011-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: C. S. LEWIS ACADEMY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0128
Total number of active participants reported on line 7a of the Form 55002010-01-0114
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0122
Number of participants with account balances2010-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: C. S. LEWIS ACADEMY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0130
Total number of active participants reported on line 7a of the Form 55002009-01-0124
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0129
Number of participants with account balances2009-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on C. S. LEWIS ACADEMY 401(K) PLAN

Measure Date Value
2014 : C. S. LEWIS ACADEMY 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$13,870
Expenses. Total of all expenses incurred2014-12-31$28,472
Benefits paid (including direct rollovers)2014-12-31$27,425
Total plan assets at end of year2014-12-31$66,020
Total plan assets at beginning of year2014-12-31$80,622
Total contributions received or receivable from participants2014-12-31$5,848
Expenses. Other expenses not covered elsewhere2014-12-31$1,047
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$4,071
Net income (gross income less expenses)2014-12-31$-14,602
Net plan assets at end of year (total assets less liabilities)2014-12-31$66,020
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$80,622
Assets. Value of participant loans2014-12-31$1,809
Total contributions received or receivable from employer(s)2014-12-31$3,951
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : C. S. LEWIS ACADEMY 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$29,212
Expenses. Total of all expenses incurred2013-12-31$2,312
Benefits paid (including direct rollovers)2013-12-31$1,341
Total plan assets at end of year2013-12-31$80,622
Total plan assets at beginning of year2013-12-31$53,722
Total contributions received or receivable from participants2013-12-31$1,623
Expenses. Other expenses not covered elsewhere2013-12-31$971
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$11,848
Net income (gross income less expenses)2013-12-31$26,900
Net plan assets at end of year (total assets less liabilities)2013-12-31$80,622
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$53,722
Assets. Value of participant loans2013-12-31$1,809
Total contributions received or receivable from employer(s)2013-12-31$15,741
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : C. S. LEWIS ACADEMY 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$10,983
Expenses. Total of all expenses incurred2012-12-31$7,441
Benefits paid (including direct rollovers)2012-12-31$6,771
Total plan assets at end of year2012-12-31$53,722
Total plan assets at beginning of year2012-12-31$50,180
Total contributions received or receivable from participants2012-12-31$3,040
Expenses. Other expenses not covered elsewhere2012-12-31$670
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$7,943
Net income (gross income less expenses)2012-12-31$3,542
Net plan assets at end of year (total assets less liabilities)2012-12-31$53,722
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$50,180
Assets. Value of participant loans2012-12-31$1,921
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : C. S. LEWIS ACADEMY 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$4,899
Expenses. Total of all expenses incurred2011-12-31$12,232
Benefits paid (including direct rollovers)2011-12-31$11,469
Total plan assets at end of year2011-12-31$50,180
Total plan assets at beginning of year2011-12-31$57,513
Total contributions received or receivable from participants2011-12-31$7,702
Expenses. Other expenses not covered elsewhere2011-12-31$763
Other income received2011-12-31$-2,803
Net income (gross income less expenses)2011-12-31$-7,333
Net plan assets at end of year (total assets less liabilities)2011-12-31$50,180
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$57,513
Assets. Value of participant loans2011-12-31$2,031
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : C. S. LEWIS ACADEMY 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$15,128
Expenses. Total of all expenses incurred2010-12-31$6,783
Benefits paid (including direct rollovers)2010-12-31$5,952
Total plan assets at end of year2010-12-31$57,513
Total plan assets at beginning of year2010-12-31$49,168
Total contributions received or receivable from participants2010-12-31$8,329
Expenses. Other expenses not covered elsewhere2010-12-31$831
Other income received2010-12-31$6,799
Net income (gross income less expenses)2010-12-31$8,345
Net plan assets at end of year (total assets less liabilities)2010-12-31$57,513
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$49,168
Assets. Value of participant loans2010-12-31$2,100
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$1,089
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : C. S. LEWIS ACADEMY 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for C. S. LEWIS ACADEMY 401(K) PLAN

2014: C. S. LEWIS ACADEMY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: C. S. LEWIS ACADEMY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: C. S. LEWIS ACADEMY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: C. S. LEWIS ACADEMY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: C. S. LEWIS ACADEMY 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: C. S. LEWIS ACADEMY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-806846
Policy instance 1
Insurance contract or identification numberGA-806846
Number of Individuals Covered32
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $388
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $388
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-806846
Policy instance 1
Insurance contract or identification numberGA-806846
Number of Individuals Covered34
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $301
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $301
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-806846
Policy instance 1
Insurance contract or identification numberGA-806846
Number of Individuals Covered14
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $269
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $269
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-806846
Policy instance 1
Insurance contract or identification numberGA-806846
Number of Individuals Covered19
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $287
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $287
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-806846
Policy instance 1
Insurance contract or identification numberGA-806846
Number of Individuals Covered22
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $248
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $248
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY

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