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EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC.
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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 RUGBY SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE RUGBY SCHOOL, INC.
Employer identification number (EIN):222561017
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DOLORES DESANTO2024-10-08
0022022-01-01DOLORES DESANTO2023-10-10
0022021-01-01DOLORES DE SANTO2022-07-15
0022020-01-01DOLORES DE SANTO2021-07-21
0022019-01-01DOLORES DE SANTO2020-09-23
0022018-01-01DOLORES DE SANTO2019-09-13
0022017-01-01DOLORES A. DE SANTO2018-07-26 DOLORES A. DE SANTO2018-07-26
0022016-01-01DOLORES A. DE SANTO2017-07-14 DOLORES A. DE SANTO2017-07-14
0022015-01-01DOLORES A. DE SANTO2016-07-25 DOLORES A. DE SANTO2016-07-25
0022014-01-01DOLORES A. DE SANTO2015-07-30 DOLORES A. DE SANTO2015-07-30
0022013-01-01DOLORES A. DESANTO2014-07-17 DOLORES A. DESANTO2014-07-17
0022012-01-01DOLORES DESANTO2013-07-18 DOLORES DESANTO2013-07-18
0022011-01-01DOLORES DESANTO2012-07-19 DOLORES DESANTO2012-07-19
0022010-01-01DOLORES DESANTO2011-07-22 DOLORES DESANTO2011-07-22

Plan Statistics for EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC.

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC. 2025 401k membership
Total number of particpants at beginning of year2025-10-0182
Total number of particpants at end of year2025-10-0190
Number of Participants With Account Balances2025-10-0188
2024: EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC. 2024 401k membership
Total number of particpants at beginning of year2024-10-0883
Total number of particpants at end of year2024-10-0882
Number of Participants With Account Balances2024-10-0882
2022: EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC. 2022 401k membership
Total number of particpants at beginning of year2022-07-1584
Total number of particpants at end of year2022-07-1584
Number of Participants With Account Balances2022-07-1583

Financial Data on EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-010
Total liabilities as of the end of the plan year2025-10-010
Total liabilities as of the beginning of the plan year2025-10-010
Total expenses incurred by plan in this plan year2025-10-01528637
Net assets as of the end of the plan year2025-10-0111864162
Total assets as of the beginning of the plan year2025-10-0110173903
Value of plan covered by a fidelity bond2025-10-01500000
Participant contributions to plan in this plan year2025-10-01193926
Value of participant loans at end of plan year2025-10-01135672
Other expenses paid from plan in this plan year2025-10-010
Other contributions to plan in this plan year2025-10-0172470
Other income to plan in this plan year2025-10-011452702
Plan net income in this plan year2025-10-011690259
Net assets as of the end of the plan year2025-10-0111864162
Net assets as of the beginning of the plan year2025-10-0110173903
Employer contributions to plan in this plan year2025-10-01499798
Fees paid to broker by Benefit Provider2025-10-011064
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-01359
2024 : EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-080
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-08584031
Net assets as of the end of the plan year2024-10-0810173903
Total assets as of the beginning of the plan year2024-10-089148625
Value of plan covered by a fidelity bond2024-10-08500000
Participant contributions to plan in this plan year2024-10-08168385
Value of participant loans at end of plan year2024-10-08119361
Other expenses paid from plan in this plan year2024-10-08268
Other contributions to plan in this plan year2024-10-080
Other income to plan in this plan year2024-10-081321266
Plan net income in this plan year2024-10-081025278
Net assets as of the end of the plan year2024-10-0810173903
Net assets as of the beginning of the plan year2024-10-089148625
Employer contributions to plan in this plan year2024-10-08119658
Fees paid to broker by Benefit Provider2024-10-08943
2022 : EMPLOYEE BENEFIT PLAN OF THE RUGBY SCHOOL, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-150
Total liabilities as of the end of the plan year2022-07-150
Total liabilities as of the beginning of the plan year2022-07-150
Total expenses incurred by plan in this plan year2022-07-151256803
Net assets as of the end of the plan year2022-07-1510887375
Total assets as of the beginning of the plan year2022-07-1510014133
Value of plan covered by a fidelity bond2022-07-15500000
Participant contributions to plan in this plan year2022-07-15198419
Value of participant loans at end of plan year2022-07-15130569
Other expenses paid from plan in this plan year2022-07-1549761
Other contributions to plan in this plan year2022-07-1512230
Other income to plan in this plan year2022-07-151422489
Plan net income in this plan year2022-07-15873242
Net assets as of the end of the plan year2022-07-1510887375
Net assets as of the beginning of the plan year2022-07-1510014133
Employer contributions to plan in this plan year2022-07-15496907
Fees paid to broker by Benefit Provider2022-07-151657

Potentially related plans

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