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TAX DEFERRED ANNUITY PLAN OF THE RUGBY SCHOOL, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF THE RUGBY SCHOOL, INC.
Plan identification number 004

TAX DEFERRED ANNUITY PLAN OF THE RUGBY 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 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

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 TAX DEFERRED ANNUITY PLAN OF THE RUGBY SCHOOL, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01DOLORES DESANTO2024-10-08
0042022-01-01DOLORES DESANTO2023-10-10
0042021-01-01DOLORES DE SANTO2022-07-15
0042020-01-01DOLORES DE SANTO2021-07-14
0042019-01-01DOLORES DE SANTO2020-09-23
0042018-01-01DOLORES DE SANTO2019-09-13
0042017-01-01DOLORES A. DE SANTO2018-07-26 DOLORES A. DE SANTO2018-07-26
0042016-01-01DOLORES A. DE SANTO2017-07-14 DOLORES A. DE SANTO2017-07-14
0042015-01-01DOLORES A. DE SANTO2016-07-25 DOLORES A. DE SANTO2016-07-25
0042014-01-01DOLORES A. DE SANTO2015-07-30 DOLORES A. DE SANTO2015-07-30
0042013-01-01DOLORES A. DESANTO2014-07-17 DOLORES A. DESANTO2014-07-17

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF THE RUGBY SCHOOL, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF THE RUGBY SCHOOL, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF THE RUGBY SCHOOL, INC. 2025 401k membership
Total number of particpants at beginning of year2025-10-0111
Total number of particpants at end of year2025-10-0111
Number of Participants With Account Balances2025-10-0110
2024: TAX DEFERRED ANNUITY PLAN OF THE RUGBY SCHOOL, INC. 2024 401k membership
Total number of particpants at beginning of year2024-10-0812
Total number of particpants at end of year2024-10-0811
Number of Participants With Account Balances2024-10-0810
2022: TAX DEFERRED ANNUITY PLAN OF THE RUGBY SCHOOL, INC. 2022 401k membership
Total number of particpants at beginning of year2022-07-1513
Total number of particpants at end of year2022-07-1512
Number of Participants With Account Balances2022-07-1511

Financial Data on TAX DEFERRED ANNUITY PLAN OF THE RUGBY SCHOOL, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY 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 year2025-10-0121
Net assets as of the end of the plan year2025-10-011522429
Total assets as of the beginning of the plan year2025-10-011438364
Value of plan covered by a fidelity bond2025-10-01500000
Participant contributions to plan in this plan year2025-10-0125964
Other expenses paid from plan in this plan year2025-10-010
Other contributions to plan in this plan year2025-10-010
Other income to plan in this plan year2025-10-0158122
Plan net income in this plan year2025-10-0184065
Net assets as of the end of the plan year2025-10-011522429
Net assets as of the beginning of the plan year2025-10-011438364
Employer contributions to plan in this plan year2025-10-010
Fees paid to broker by Benefit Provider2025-10-0174
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0121
2024 : TAX DEFERRED ANNUITY 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 year2024-10-08250616
Net assets as of the end of the plan year2024-10-081438364
Total assets as of the beginning of the plan year2024-10-081609261
Value of plan covered by a fidelity bond2024-10-08500000
Participant contributions to plan in this plan year2024-10-0825464
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-080
Other income to plan in this plan year2024-10-0854255
Plan net income in this plan year2024-10-08-170897
Net assets as of the end of the plan year2024-10-081438364
Net assets as of the beginning of the plan year2024-10-081609261
Employer contributions to plan in this plan year2024-10-080
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-080
2022 : TAX DEFERRED ANNUITY 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 year2022-07-154070
Net assets as of the end of the plan year2022-07-151556855
Total assets as of the beginning of the plan year2022-07-151482027
Value of plan covered by a fidelity bond2022-07-15500000
Participant contributions to plan in this plan year2022-07-1522966
Other expenses paid from plan in this plan year2022-07-154
Other contributions to plan in this plan year2022-07-150
Other income to plan in this plan year2022-07-1555932
Plan net income in this plan year2022-07-1574828
Net assets as of the end of the plan year2022-07-151556855
Net assets as of the beginning of the plan year2022-07-151482027
Employer contributions to plan in this plan year2022-07-150
Fees paid to broker by Benefit Provider2022-07-1578

Potentially related plans

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