401k Plan data: RENAISSANCE ACADEMY RETIREMENT PLAN plan

RENAISSANCE ACADEMY RETIREMENT PLAN 401k Plan overview

Plan Name	RENAISSANCE ACADEMY RETIREMENT PLAN
Plan identification number	001

RENAISSANCE ACADEMY RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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 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

RENAISSANCE ACADEMY has sponsored the creation of one or more 401k plans.

Company Name: RENAISSANCE ACADEMY

Employer identification number (EIN): 203365730

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RENAISSANCE ACADEMY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MARK URSIC 2023-09-29
001 2021-01-01 MARK URSIC 2022-07-27 MARK URSIC 2022-07-27
001 2020-01-01 MARK URSIC 2021-07-28 MARK URSIC 2021-07-28
001 2019-01-01 MARK URSIC 2020-10-12 MARK URSIC 2020-10-12
001 2018-01-01 MARK URSIC 2019-07-08
001 2017-01-01 MARK URSIC MARK URSIC 2018-10-12
001 2016-01-01 MARK URSIC MARK URSIC 2017-10-16
001 2015-01-01 MARK URSIC MARK URSIC 2016-10-17
001 2014-01-01 JARED VAN ORDEN 2015-10-15 JARED VAN ORDEN 2015-10-15
001 2013-01-01 JARED VAN ORDEN 2014-10-15 JARED VAN ORDEN 2014-10-15
001 2012-01-01 THOMAS BURTON 2013-10-15 THOMAS BURTON 2013-10-15
001 2011-01-01 THOMAS BURTON 2012-10-15 THOMAS BURTON 2012-10-15
001 2010-01-01 THOMAS BURTON 2011-10-12 THOMAS BURTON 2011-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MARK URSIC	2023-09-29
001	2021-01-01	MARK URSIC	2022-07-27	MARK URSIC	2022-07-27
001	2020-01-01	MARK URSIC	2021-07-28	MARK URSIC	2021-07-28
001	2019-01-01	MARK URSIC	2020-10-12	MARK URSIC	2020-10-12
001	2018-01-01	MARK URSIC	2019-07-08
001	2017-01-01	MARK URSIC		MARK URSIC	2018-10-12
001	2016-01-01	MARK URSIC		MARK URSIC	2017-10-16
001	2015-01-01	MARK URSIC		MARK URSIC	2016-10-17
001	2014-01-01	JARED VAN ORDEN	2015-10-15	JARED VAN ORDEN	2015-10-15
001	2013-01-01	JARED VAN ORDEN	2014-10-15	JARED VAN ORDEN	2014-10-15
001	2012-01-01	THOMAS BURTON	2013-10-15	THOMAS BURTON	2013-10-15
001	2011-01-01	THOMAS BURTON	2012-10-15	THOMAS BURTON	2012-10-15
001	2010-01-01	THOMAS BURTON	2011-10-12	THOMAS BURTON	2011-10-13

Plan Statistics for RENAISSANCE ACADEMY RETIREMENT PLAN

401k plan membership statisitcs for RENAISSANCE ACADEMY RETIREMENT PLAN

Measure Date Value
2017: RENAISSANCE ACADEMY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 42
Number of retired or separated participants receiving benefits 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 35
Total of all active and inactive participants 2017-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 83
Number of participants with account balances 2017-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: RENAISSANCE ACADEMY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 46
Number of retired or separated participants receiving benefits 2016-01-01 18
Number of other retired or separated participants entitled to future benefits 2016-01-01 81
Total of all active and inactive participants 2016-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 145
Number of participants with account balances 2016-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: RENAISSANCE ACADEMY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 60
Number of retired or separated participants receiving benefits 2015-01-01 15
Number of other retired or separated participants entitled to future benefits 2015-01-01 99
Total of all active and inactive participants 2015-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 174
Number of participants with account balances 2015-01-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2017: RENAISSANCE ACADEMY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	42
Number of retired or separated participants receiving benefits	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	35
Total of all active and inactive participants	2017-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	83
Number of participants with account balances	2017-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: RENAISSANCE ACADEMY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	46
Number of retired or separated participants receiving benefits	2016-01-01	18
Number of other retired or separated participants entitled to future benefits	2016-01-01	81
Total of all active and inactive participants	2016-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	145
Number of participants with account balances	2016-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: RENAISSANCE ACADEMY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	60
Number of retired or separated participants receiving benefits	2015-01-01	15
Number of other retired or separated participants entitled to future benefits	2015-01-01	99
Total of all active and inactive participants	2015-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	174
Number of participants with account balances	2015-01-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on RENAISSANCE ACADEMY RETIREMENT PLAN

Measure	Date	Value
2017 : RENAISSANCE ACADEMY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$442,430
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$208,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$193,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$216,019
Value of total assets at end of year	2017-12-31	$1,574,358
Value of total assets at beginning of year	2017-12-31	$1,340,007
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$14,547
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$300,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$81,753
Participant contributions at end of year	2017-12-31	$7,372
Participant contributions at beginning of year	2017-12-31	$3,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$234,351
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,574,358
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,340,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$14,547
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,491,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,266,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$226,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$134,266
Employer contributions (assets) at end of year	2017-12-31	$75,731
Employer contributions (assets) at beginning of year	2017-12-31	$70,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$193,532
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	TRAVELLER & COMPANY, LLC
Accountancy firm EIN	2017-12-31	870668060
2016 : RENAISSANCE ACADEMY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$363,385
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$159,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$150,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$271,416
Value of total assets at end of year	2016-12-31	$1,340,007
Value of total assets at beginning of year	2016-12-31	$1,136,031
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,571
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$300,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$72,508
Participant contributions at end of year	2016-12-31	$3,049
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$27,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$203,976
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,340,007
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,136,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,266,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,072,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$91,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$170,959
Employer contributions (assets) at end of year	2016-12-31	$70,440
Employer contributions (assets) at beginning of year	2016-12-31	$63,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$150,838
Contract administrator fees	2016-12-31	$8,571
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	TRAVELLER & CO, LLC
Accountancy firm EIN	2016-12-31	870668060
2015 : RENAISSANCE ACADEMY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$101,116
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$112,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$112,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$131,700
Value of total assets at end of year	2015-12-31	$1,136,031
Value of total assets at beginning of year	2015-12-31	$1,147,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$100,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$72,972
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$2,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-11,665
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,136,031
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,147,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,072,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,088,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-33,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$58,728
Employer contributions (assets) at end of year	2015-12-31	$63,876
Employer contributions (assets) at beginning of year	2015-12-31	$59,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$112,781
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	TRAVELLER & CO., LLC
Accountancy firm EIN	2015-12-31	870668060

Form 5500 Responses for RENAISSANCE ACADEMY RETIREMENT PLAN

2017: RENAISSANCE ACADEMY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RENAISSANCE ACADEMY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RENAISSANCE ACADEMY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RENAISSANCE ACADEMY
Employer identification number (EIN):	203365730
NAIC Classification:	611000