401k Plan data: OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST plan

OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST
Plan identification number	001

OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST Benefits

401k Plan Type

Defined 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).
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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)(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.
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

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

Company Name: OAKWOOD SCHOOL

Employer identification number (EIN): 222313945

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-06-30 JERRY DOUGHERTY 2021-02-23
001 2019-06-30 JERRY DOUGHERTY 2020-11-20
001 2018-06-30 JERRY DOUGHERTY 2019-10-29
001 2017-06-30 JERRY DOUGHERTY 2018-10-03
001 2016-06-30 JERRY DOUGHERTY 2017-12-14
001 2015-06-30 JERRY DOUGHERTY 2016-09-13
001 2014-06-30 ROBERT WHITE 2015-07-22
001 2013-06-30 ROBERT WHITE 2014-08-18
001 2012-06-30 ROBERT WHITE 2013-08-01
001 2011-06-30 ROBERT WHITE 2012-12-04
001 2010-07-01 ROBERT WHITE 2012-02-09
001 2010-06-30 ROBERT E. WHITE
001 2009-06-30 ROBERT E. WHITE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-06-30	JERRY DOUGHERTY	2021-02-23
001	2019-06-30	JERRY DOUGHERTY	2020-11-20
001	2018-06-30	JERRY DOUGHERTY	2019-10-29
001	2017-06-30	JERRY DOUGHERTY	2018-10-03
001	2016-06-30	JERRY DOUGHERTY	2017-12-14
001	2015-06-30	JERRY DOUGHERTY	2016-09-13
001	2014-06-30	ROBERT WHITE	2015-07-22
001	2013-06-30	ROBERT WHITE	2014-08-18
001	2012-06-30	ROBERT WHITE	2013-08-01
001	2011-06-30	ROBERT WHITE	2012-12-04
001	2010-07-01	ROBERT WHITE	2012-02-09
001	2010-06-30	ROBERT E. WHITE
001	2009-06-30	ROBERT E. WHITE

Plan Statistics for OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST

401k plan membership statisitcs for OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST

Measure Date Value
2020: OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-06-29 2,057,199
Acturial value of plan assets 2020-06-29 2,057,199
Funding target for retired participants and beneficiaries receiving payment 2020-06-29 1,394,506
Number of terminated vested participants 2020-06-29 0
Fundng target for terminated vested participants 2020-06-29 0
Active participant vested funding target 2020-06-29 265,518
Number of active participants 2020-06-29 5
Total funding liabilities for active participants 2020-06-29 265,518
Total participant count 2020-06-29 9
Total funding target for all participants 2020-06-29 1,660,024
Balance at beginning of prior year after applicable adjustments 2020-06-29 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-06-29 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-06-29 0
Prefunding balanced used to offset prior years funding requirement 2020-06-29 0
Amount remaining of carryover balance 2020-06-29 0
Amount remaining of prefunding balance 2020-06-29 0
Present value of excess contributions 2020-06-29 153,796
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-06-29 162,378
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-06-29 0
Reductions in caryover balances due to elections or deemed elections 2020-06-29 0
Reductions in prefunding balances due to elections or deemed elections 2020-06-29 0
Balance of carryovers at beginning of current year 2020-06-29 0
Balance of prefunding at beginning of current year 2020-06-29 0
Total employer contributions 2020-06-29 0
Total employee contributions 2020-06-29 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-06-29 0
Contributions made to avoid restrictions adjusted to valuation date 2020-06-29 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-06-29 0
Unpaid minimum required contributions for all prior years 2020-06-29 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-06-29 0
Remaining amount of unpaid minimum required contributions 2020-06-29 0
Minimum required contributions for current year target normal cost 2020-06-29 0
Net shortfall amortization installment of oustanding balance 2020-06-29 0
Waiver amortization installment 2020-06-29 0
Total funding amount beforereflecting carryover/prefunding balances 2020-06-29 0
Carryover balance elected to use to offset funding requirement 2020-06-29 0
Prefunding balance elected to use to offset funding requirement 2020-06-29 0
Additional cash requirement 2020-06-29 0
Contributions allocatedtoward minimum required contributions for current year 2020-06-29 0
Unpaid minimum required contributions for current year 2020-06-29 0
Unpaid minimum required contributions for all years 2020-06-29 0
2019: OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-06-29 2,086,715
Acturial value of plan assets 2019-06-29 2,086,715
Funding target for retired participants and beneficiaries receiving payment 2019-06-29 1,428,108
Number of terminated vested participants 2019-06-29 0
Fundng target for terminated vested participants 2019-06-29 0
Active participant vested funding target 2019-06-29 246,059
Number of active participants 2019-06-29 5
Total funding liabilities for active participants 2019-06-29 246,059
Total participant count 2019-06-29 9
Total funding target for all participants 2019-06-29 1,674,167
Balance at beginning of prior year after applicable adjustments 2019-06-29 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-06-29 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-06-29 0
Prefunding balanced used to offset prior years funding requirement 2019-06-29 0
Amount remaining of carryover balance 2019-06-29 0
Amount remaining of prefunding balance 2019-06-29 0
Present value of excess contributions 2019-06-29 151,197
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-06-29 159,619
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-06-29 0
Reductions in caryover balances due to elections or deemed elections 2019-06-29 0
Reductions in prefunding balances due to elections or deemed elections 2019-06-29 0
Balance of carryovers at beginning of current year 2019-06-29 0
Balance of prefunding at beginning of current year 2019-06-29 0
Total employer contributions 2019-06-29 165,000
Total employee contributions 2019-06-29 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-06-29 0
Contributions made to avoid restrictions adjusted to valuation date 2019-06-29 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-06-29 153,796
Unpaid minimum required contributions for all prior years 2019-06-29 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-06-29 0
Remaining amount of unpaid minimum required contributions 2019-06-29 0
Minimum required contributions for current year target normal cost 2019-06-29 0
Net shortfall amortization installment of oustanding balance 2019-06-29 0
Waiver amortization installment 2019-06-29 0
Total funding amount beforereflecting carryover/prefunding balances 2019-06-29 0
Carryover balance elected to use to offset funding requirement 2019-06-29 0
Prefunding balance elected to use to offset funding requirement 2019-06-29 0
Additional cash requirement 2019-06-29 0
Contributions allocatedtoward minimum required contributions for current year 2019-06-29 153,796
Unpaid minimum required contributions for current year 2019-06-29 0
Unpaid minimum required contributions for all years 2019-06-29 0
2018: OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-06-29 1,975,350
Acturial value of plan assets 2018-06-29 1,975,350
Funding target for retired participants and beneficiaries receiving payment 2018-06-29 1,387,790
Number of terminated vested participants 2018-06-29 0
Fundng target for terminated vested participants 2018-06-29 0
Active participant vested funding target 2018-06-29 220,015
Number of active participants 2018-06-29 5
Total funding liabilities for active participants 2018-06-29 220,015
Total participant count 2018-06-29 9
Total funding target for all participants 2018-06-29 1,607,805
Balance at beginning of prior year after applicable adjustments 2018-06-29 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-06-29 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-06-29 0
Prefunding balanced used to offset prior years funding requirement 2018-06-29 0
Amount remaining of carryover balance 2018-06-29 0
Amount remaining of prefunding balance 2018-06-29 0
Present value of excess contributions 2018-06-29 114,434
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-06-29 121,208
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-06-29 0
Reductions in caryover balances due to elections or deemed elections 2018-06-29 0
Reductions in prefunding balances due to elections or deemed elections 2018-06-29 0
Balance of carryovers at beginning of current year 2018-06-29 0
Balance of prefunding at beginning of current year 2018-06-29 0
Total employer contributions 2018-06-29 160,000
Total employee contributions 2018-06-29 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-06-29 0
Contributions made to avoid restrictions adjusted to valuation date 2018-06-29 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-06-29 151,197
Unpaid minimum required contributions for all prior years 2018-06-29 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-06-29 0
Remaining amount of unpaid minimum required contributions 2018-06-29 0
Minimum required contributions for current year target normal cost 2018-06-29 0
Net shortfall amortization installment of oustanding balance 2018-06-29 0
Waiver amortization installment 2018-06-29 0
Total funding amount beforereflecting carryover/prefunding balances 2018-06-29 0
Carryover balance elected to use to offset funding requirement 2018-06-29 0
Prefunding balance elected to use to offset funding requirement 2018-06-29 0
Additional cash requirement 2018-06-29 0
Contributions allocatedtoward minimum required contributions for current year 2018-06-29 151,197
Unpaid minimum required contributions for current year 2018-06-29 0
Unpaid minimum required contributions for all years 2018-06-29 0
2017: OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-06-29 1,729,863
Acturial value of plan assets 2017-06-29 1,729,863
Funding target for retired participants and beneficiaries receiving payment 2017-06-29 783,486
Number of terminated vested participants 2017-06-29 0
Fundng target for terminated vested participants 2017-06-29 0
Active participant vested funding target 2017-06-29 861,477
Number of active participants 2017-06-29 6
Total funding liabilities for active participants 2017-06-29 861,477
Total participant count 2017-06-29 9
Total funding target for all participants 2017-06-29 1,644,963
Balance at beginning of prior year after applicable adjustments 2017-06-29 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-06-29 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-06-29 0
Prefunding balanced used to offset prior years funding requirement 2017-06-29 0
Amount remaining of carryover balance 2017-06-29 0
Amount remaining of prefunding balance 2017-06-29 0
Present value of excess contributions 2017-06-29 141,058
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-06-29 149,733
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-06-29 0
Reductions in caryover balances due to elections or deemed elections 2017-06-29 0
Reductions in prefunding balances due to elections or deemed elections 2017-06-29 0
Balance of carryovers at beginning of current year 2017-06-29 0
Balance of prefunding at beginning of current year 2017-06-29 0
Total employer contributions 2017-06-29 120,000
Total employee contributions 2017-06-29 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-06-29 0
Contributions made to avoid restrictions adjusted to valuation date 2017-06-29 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-06-29 114,434
Unpaid minimum required contributions for all prior years 2017-06-29 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-06-29 0
Remaining amount of unpaid minimum required contributions 2017-06-29 0
Minimum required contributions for current year target normal cost 2017-06-29 0
Net shortfall amortization installment of oustanding balance 2017-06-29 0
Waiver amortization installment 2017-06-29 0
Waived amount of outstanding balance 2017-06-29 0
Total funding amount beforereflecting carryover/prefunding balances 2017-06-29 0
Carryover balance elected to use to offset funding requirement 2017-06-29 0
Prefunding balance elected to use to offset funding requirement 2017-06-29 0
Additional cash requirement 2017-06-29 0
Contributions allocatedtoward minimum required contributions for current year 2017-06-29 114,434
Unpaid minimum required contributions for current year 2017-06-29 0
Unpaid minimum required contributions for all years 2017-06-29 0
2010: OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-06-30 10
Total number of active participants reported on line 7a of the Form 5500 2010-06-30 6
Number of retired or separated participants receiving benefits 2010-06-30 3
Number of other retired or separated participants entitled to future benefits 2010-06-30 0
Total of all active and inactive participants 2010-06-30 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-30 0
Total participants 2010-06-30 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-30 0
2009: OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-06-30 10
Total number of active participants reported on line 7a of the Form 5500 2009-06-30 7
Number of retired or separated participants receiving benefits 2009-06-30 3
Number of other retired or separated participants entitled to future benefits 2009-06-30 0
Total of all active and inactive participants 2009-06-30 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-30 0
Total participants 2009-06-30 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-30 0

Measure	Date	Value
2020: OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-06-29	2,057,199
Acturial value of plan assets	2020-06-29	2,057,199
Funding target for retired participants and beneficiaries receiving payment	2020-06-29	1,394,506
Number of terminated vested participants	2020-06-29	0
Fundng target for terminated vested participants	2020-06-29	0
Active participant vested funding target	2020-06-29	265,518
Number of active participants	2020-06-29	5
Total funding liabilities for active participants	2020-06-29	265,518
Total participant count	2020-06-29	9
Total funding target for all participants	2020-06-29	1,660,024
Balance at beginning of prior year after applicable adjustments	2020-06-29	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-06-29	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-06-29	0
Prefunding balanced used to offset prior years funding requirement	2020-06-29	0
Amount remaining of carryover balance	2020-06-29	0
Amount remaining of prefunding balance	2020-06-29	0
Present value of excess contributions	2020-06-29	153,796
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-06-29	162,378
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-06-29	0
Reductions in caryover balances due to elections or deemed elections	2020-06-29	0
Reductions in prefunding balances due to elections or deemed elections	2020-06-29	0
Balance of carryovers at beginning of current year	2020-06-29	0
Balance of prefunding at beginning of current year	2020-06-29	0
Total employer contributions	2020-06-29	0
Total employee contributions	2020-06-29	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-06-29	0
Contributions made to avoid restrictions adjusted to valuation date	2020-06-29	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-06-29	0
Unpaid minimum required contributions for all prior years	2020-06-29	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-06-29	0
Remaining amount of unpaid minimum required contributions	2020-06-29	0
Minimum required contributions for current year target normal cost	2020-06-29	0
Net shortfall amortization installment of oustanding balance	2020-06-29	0
Waiver amortization installment	2020-06-29	0
Total funding amount beforereflecting carryover/prefunding balances	2020-06-29	0
Carryover balance elected to use to offset funding requirement	2020-06-29	0
Prefunding balance elected to use to offset funding requirement	2020-06-29	0
Additional cash requirement	2020-06-29	0
Contributions allocatedtoward minimum required contributions for current year	2020-06-29	0
Unpaid minimum required contributions for current year	2020-06-29	0
Unpaid minimum required contributions for all years	2020-06-29	0
2019: OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-06-29	2,086,715
Acturial value of plan assets	2019-06-29	2,086,715
Funding target for retired participants and beneficiaries receiving payment	2019-06-29	1,428,108
Number of terminated vested participants	2019-06-29	0
Fundng target for terminated vested participants	2019-06-29	0
Active participant vested funding target	2019-06-29	246,059
Number of active participants	2019-06-29	5
Total funding liabilities for active participants	2019-06-29	246,059
Total participant count	2019-06-29	9
Total funding target for all participants	2019-06-29	1,674,167
Balance at beginning of prior year after applicable adjustments	2019-06-29	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-06-29	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-06-29	0
Prefunding balanced used to offset prior years funding requirement	2019-06-29	0
Amount remaining of carryover balance	2019-06-29	0
Amount remaining of prefunding balance	2019-06-29	0
Present value of excess contributions	2019-06-29	151,197
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-06-29	159,619
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-06-29	0
Reductions in caryover balances due to elections or deemed elections	2019-06-29	0
Reductions in prefunding balances due to elections or deemed elections	2019-06-29	0
Balance of carryovers at beginning of current year	2019-06-29	0
Balance of prefunding at beginning of current year	2019-06-29	0
Total employer contributions	2019-06-29	165,000
Total employee contributions	2019-06-29	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-06-29	0
Contributions made to avoid restrictions adjusted to valuation date	2019-06-29	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-06-29	153,796
Unpaid minimum required contributions for all prior years	2019-06-29	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-06-29	0
Remaining amount of unpaid minimum required contributions	2019-06-29	0
Minimum required contributions for current year target normal cost	2019-06-29	0
Net shortfall amortization installment of oustanding balance	2019-06-29	0
Waiver amortization installment	2019-06-29	0
Total funding amount beforereflecting carryover/prefunding balances	2019-06-29	0
Carryover balance elected to use to offset funding requirement	2019-06-29	0
Prefunding balance elected to use to offset funding requirement	2019-06-29	0
Additional cash requirement	2019-06-29	0
Contributions allocatedtoward minimum required contributions for current year	2019-06-29	153,796
Unpaid minimum required contributions for current year	2019-06-29	0
Unpaid minimum required contributions for all years	2019-06-29	0
2018: OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-06-29	1,975,350
Acturial value of plan assets	2018-06-29	1,975,350
Funding target for retired participants and beneficiaries receiving payment	2018-06-29	1,387,790
Number of terminated vested participants	2018-06-29	0
Fundng target for terminated vested participants	2018-06-29	0
Active participant vested funding target	2018-06-29	220,015
Number of active participants	2018-06-29	5
Total funding liabilities for active participants	2018-06-29	220,015
Total participant count	2018-06-29	9
Total funding target for all participants	2018-06-29	1,607,805
Balance at beginning of prior year after applicable adjustments	2018-06-29	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-06-29	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-06-29	0
Prefunding balanced used to offset prior years funding requirement	2018-06-29	0
Amount remaining of carryover balance	2018-06-29	0
Amount remaining of prefunding balance	2018-06-29	0
Present value of excess contributions	2018-06-29	114,434
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-06-29	121,208
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-06-29	0
Reductions in caryover balances due to elections or deemed elections	2018-06-29	0
Reductions in prefunding balances due to elections or deemed elections	2018-06-29	0
Balance of carryovers at beginning of current year	2018-06-29	0
Balance of prefunding at beginning of current year	2018-06-29	0
Total employer contributions	2018-06-29	160,000
Total employee contributions	2018-06-29	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-06-29	0
Contributions made to avoid restrictions adjusted to valuation date	2018-06-29	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-06-29	151,197
Unpaid minimum required contributions for all prior years	2018-06-29	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-06-29	0
Remaining amount of unpaid minimum required contributions	2018-06-29	0
Minimum required contributions for current year target normal cost	2018-06-29	0
Net shortfall amortization installment of oustanding balance	2018-06-29	0
Waiver amortization installment	2018-06-29	0
Total funding amount beforereflecting carryover/prefunding balances	2018-06-29	0
Carryover balance elected to use to offset funding requirement	2018-06-29	0
Prefunding balance elected to use to offset funding requirement	2018-06-29	0
Additional cash requirement	2018-06-29	0
Contributions allocatedtoward minimum required contributions for current year	2018-06-29	151,197
Unpaid minimum required contributions for current year	2018-06-29	0
Unpaid minimum required contributions for all years	2018-06-29	0
2017: OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-06-29	1,729,863
Acturial value of plan assets	2017-06-29	1,729,863
Funding target for retired participants and beneficiaries receiving payment	2017-06-29	783,486
Number of terminated vested participants	2017-06-29	0
Fundng target for terminated vested participants	2017-06-29	0
Active participant vested funding target	2017-06-29	861,477
Number of active participants	2017-06-29	6
Total funding liabilities for active participants	2017-06-29	861,477
Total participant count	2017-06-29	9
Total funding target for all participants	2017-06-29	1,644,963
Balance at beginning of prior year after applicable adjustments	2017-06-29	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-06-29	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-06-29	0
Prefunding balanced used to offset prior years funding requirement	2017-06-29	0
Amount remaining of carryover balance	2017-06-29	0
Amount remaining of prefunding balance	2017-06-29	0
Present value of excess contributions	2017-06-29	141,058
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-06-29	149,733
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-06-29	0
Reductions in caryover balances due to elections or deemed elections	2017-06-29	0
Reductions in prefunding balances due to elections or deemed elections	2017-06-29	0
Balance of carryovers at beginning of current year	2017-06-29	0
Balance of prefunding at beginning of current year	2017-06-29	0
Total employer contributions	2017-06-29	120,000
Total employee contributions	2017-06-29	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-06-29	0
Contributions made to avoid restrictions adjusted to valuation date	2017-06-29	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-06-29	114,434
Unpaid minimum required contributions for all prior years	2017-06-29	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-06-29	0
Remaining amount of unpaid minimum required contributions	2017-06-29	0
Minimum required contributions for current year target normal cost	2017-06-29	0
Net shortfall amortization installment of oustanding balance	2017-06-29	0
Waiver amortization installment	2017-06-29	0
Waived amount of outstanding balance	2017-06-29	0
Total funding amount beforereflecting carryover/prefunding balances	2017-06-29	0
Carryover balance elected to use to offset funding requirement	2017-06-29	0
Prefunding balance elected to use to offset funding requirement	2017-06-29	0
Additional cash requirement	2017-06-29	0
Contributions allocatedtoward minimum required contributions for current year	2017-06-29	114,434
Unpaid minimum required contributions for current year	2017-06-29	0
Unpaid minimum required contributions for all years	2017-06-29	0
2010: OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-06-30	10
Total number of active participants reported on line 7a of the Form 5500	2010-06-30	6
Number of retired or separated participants receiving benefits	2010-06-30	3
Number of other retired or separated participants entitled to future benefits	2010-06-30	0
Total of all active and inactive participants	2010-06-30	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-30	0
Total participants	2010-06-30	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-30	0
2009: OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-06-30	10
Total number of active participants reported on line 7a of the Form 5500	2009-06-30	7
Number of retired or separated participants receiving benefits	2009-06-30	3
Number of other retired or separated participants entitled to future benefits	2009-06-30	0
Total of all active and inactive participants	2009-06-30	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-30	0
Total participants	2009-06-30	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-30	0

Financial Data on OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST

Measure	Date	Value
2011 : OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-06-29	$0
Total plan liabilities at beginning of year	2011-06-29	$0
Total income from all sources	2011-06-29	$352,209
Expenses. Total of all expenses incurred	2011-06-29	$163,738
Benefits paid (including direct rollovers)	2011-06-29	$163,738
Total plan assets at end of year	2011-06-29	$1,162,220
Total plan assets at beginning of year	2011-06-29	$973,749
Value of fidelity bond covering the plan	2011-06-29	$100,000
Total contributions received or receivable from participants	2011-06-29	$0
Expenses. Other expenses not covered elsewhere	2011-06-29	$0
Contributions received from other sources (not participants or employers)	2011-06-29	$0
Other income received	2011-06-29	$231,599
Noncash contributions received	2011-06-29	$0
Net income (gross income less expenses)	2011-06-29	$188,471
Net plan assets at end of year (total assets less liabilities)	2011-06-29	$1,162,220
Net plan assets at beginning of year (total assets less liabilities)	2011-06-29	$973,749
Total contributions received or receivable from employer(s)	2011-06-29	$120,610
Value of certain deemed distributions of participant loans	2011-06-29	$0
Value of corrective distributions	2011-06-29	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-29	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-29	$0
2010 : OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-29	$0

Form 5500 Responses for OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST

2010: OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-06-30	Type of plan entity	Single employer plan
2010-06-30	Submission has been amended	No
2010-06-30	This submission is the final filing	No
2010-06-30	This return/report is a short plan year return/report (less than 12 months)	No
2010-06-30	Plan is a collectively bargained plan	No
2010-06-30	Plan funding arrangement – Trust	Yes
2010-06-30	Plan benefit arrangement - Trust	Yes
2009: OAKWOOD SCHOOL, INC. RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-06-30	Type of plan entity	Single employer plan
2009-06-30	Submission has been amended	No
2009-06-30	This submission is the final filing	No
2009-06-30	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-30	Plan is a collectively bargained plan	No
2009-06-30	Plan funding arrangement – Trust	Yes
2009-06-30	Plan benefit arrangement - Trust	Yes

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Company Name:	OAKWOOD SCHOOL
Employer identification number (EIN):	222313945
NAIC Classification:	611000