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TAX DEFERRED ANNUITY PLAN FOR FACULTY OF WEST BRANCH SCHOOL 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN FOR FACULTY OF WEST BRANCH SCHOOL
Plan identification number 001

TAX DEFERRED ANNUITY PLAN FOR FACULTY OF WEST BRANCH SCHOOL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.

401k Sponsoring company profile

WEST BRANCH SCHOOL ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:WEST BRANCH SCHOOL ASSOCIATION
Employer identification number (EIN):231740498
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN FOR FACULTY OF WEST BRANCH SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-01-01JAMES S ARMSTRONG JR
0012009-01-01JAMES S ARMSTRONG JR

Financial Data on TAX DEFERRED ANNUITY PLAN FOR FACULTY OF WEST BRANCH SCHOOL

Measure Date Value
2010 : TAX DEFERRED ANNUITY PLAN FOR FACULTY OF WEST BRANCH SCHOOL 2010 401k financial data
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31Yes
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Qualified
Accountancy firm name2010-12-31JAMES S ARMSTRONG ASSOCIATES
Accountancy firm EIN2010-12-31810559314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-06-30Yes
Was this plan covered by a fidelity bond2010-06-30No
If this is an individual account plan, was there a blackout period2010-06-30No
Were there any nonexempt tranactions with any party-in-interest2010-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2010-06-30No
Were any leases to which the plan was party in default or uncollectible2010-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-06-30No
Was there a failure to transmit to the plan any participant contributions2010-06-30No
Has the plan failed to provide any benefit when due under the plan2010-06-30No
Did the plan have assets held for investment2010-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-06-30No
Opinion of an independent qualified public accountant for this plan2010-06-30Qualified
Accountancy firm name2010-06-30JAMES S ARMSTRONG ASSOCIATES
Accountancy firm EIN2010-06-30810559314

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN FOR FACULTY OF WEST BRANCH SCHOOL

2009: TAX DEFERRED ANNUITY PLAN FOR FACULTY OF WEST BRANCH SCHOOL 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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