401k Plan data: RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY plan

RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY 401k Plan overview

Plan Name	RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY
Plan identification number	001

RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY Benefits

401k Plan Type

Defined 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.
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

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

Company Name: CHESTNUT HILL ACADEMY

Employer identification number (EIN): 231352625

NAIC Classification: 611000

Additional information about CHESTNUT HILL ACADEMY

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 64770

More information about CHESTNUT HILL ACADEMY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 FRANK ALOISE JR
001 2011-01-01 FRANK ALOISE JR
001 2010-01-01 FRANK ALOISE JR
001 2009-01-01 MINA FADER

Plan id#	Filing Submission Date	Name of Administrator
001	2012-01-01	FRANK ALOISE JR
001	2011-01-01	FRANK ALOISE JR
001	2010-01-01	FRANK ALOISE JR
001	2009-01-01	MINA FADER

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY

Measure Date Value
2012: RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY 2012 401k membership
Total participants, beginning-of-year 2012-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY 2011 401k membership
Total participants, beginning-of-year 2011-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 104
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 143
Total of all active and inactive participants 2011-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 247
Number of participants with account balances 2011-01-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY 2010 401k membership
Total participants, beginning-of-year 2010-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 112
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 132
Total of all active and inactive participants 2010-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 244
Number of participants with account balances 2010-01-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY 2009 401k membership
Total participants, beginning-of-year 2009-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 121
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 123
Total of all active and inactive participants 2009-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 244
Number of participants with account balances 2009-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY 2012 401k membership
Total participants, beginning-of-year	2012-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY 2011 401k membership
Total participants, beginning-of-year	2011-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	104
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	143
Total of all active and inactive participants	2011-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	247
Number of participants with account balances	2011-01-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY 2010 401k membership
Total participants, beginning-of-year	2010-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	112
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	132
Total of all active and inactive participants	2010-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	244
Number of participants with account balances	2010-01-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY 2009 401k membership
Total participants, beginning-of-year	2009-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	121
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	123
Total of all active and inactive participants	2009-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	244
Number of participants with account balances	2009-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY

Measure	Date	Value
2012 : RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total transfer of assets from this plan	2012-06-30	$17,847,464
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$1,252,979
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$214,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$214,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$417,059
Value of total assets at end of year	2012-06-30	$0
Value of total assets at beginning of year	2012-06-30	$16,808,997
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$0
Total interest from all sources	2012-06-30	$134,608
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$189,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$1,038,467
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$16,808,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$9,798,999
Value of interest in pooled separate accounts at end of year	2012-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$436,946
Interest earned on other investments	2012-06-30	$134,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$6,573,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$675,266
Net investment gain/loss from pooled separate accounts	2012-06-30	$26,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$227,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$214,512
Did the plan have assets held for investment	2012-06-30	No
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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	TAIT, WELLER & BAKER, LLP
Accountancy firm EIN	2012-06-30	231144520
2011 : RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,053,929
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,283,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,283,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$903,328
Value of total assets at end of year	2011-12-31	$16,808,997
Value of total assets at beginning of year	2011-12-31	$17,038,555
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$265,356
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$423,024
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$6,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-229,558
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$16,808,997
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$17,038,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$9,798,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$10,215,701
Value of interest in pooled separate accounts at end of year	2011-12-31	$436,946
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$334,709
Interest earned on other investments	2011-12-31	$265,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$6,573,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$6,488,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-160,741
Net investment gain/loss from pooled separate accounts	2011-12-31	$45,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$474,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,283,487
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	TAIT, WELLER & BAKER, LLP
Accountancy firm EIN	2011-12-31	231144520
2010 : RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,539,644
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$831,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$831,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,073,558
Value of total assets at end of year	2010-12-31	$17,038,555
Value of total assets at beginning of year	2010-12-31	$15,330,105
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$247,315
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$518,439
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$2,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,708,450
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$17,038,555
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$15,330,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$10,215,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,620,877
Value of interest in pooled separate accounts at end of year	2010-12-31	$334,709
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$327,206
Interest earned on other investments	2010-12-31	$247,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$6,488,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$6,382,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,179,112
Net investment gain/loss from pooled separate accounts	2010-12-31	$39,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$552,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$831,194
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	TAIT, WELLER & BAKER LLP
Accountancy firm EIN	2010-12-31	231144520
2009 : RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY

2012: RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: RETIREMENT PLAN FOR EMPLOYEES OF CHESTNUT HILL ACADEMY 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHESTNUT HILL ACADEMY
Employer identification number (EIN):	231352625
NAIC Classification:	611000

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	64770