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ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA
Employer identification number (EIN):232083226
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01STEPHANIE RYNAS2023-03-31
0012021-01-01STEPHANIE RYNAS2022-02-19
0012020-01-01STEPHANIE RYNAS2021-05-04
0012018-01-01STEPHANIE RYNAS2019-06-12
0012017-01-01STEPHANIE RYNAS2018-06-10
0012016-01-01STEPHANIE RYNAS2017-07-18
0012013-01-01STEPHANIE RYNAS2016-07-05
0012012-01-01JOHN KUHLMAN2013-03-22 JOHN KUHLMAN2013-03-22
0012011-01-01JOHN KUHLMAN2012-03-13
0012010-01-01JOHN KUHLMAN2011-05-13
0012008-01-01 JOHN KUHLMAN2010-08-04
0012008-01-01JOHN KUHLMAN
0012007-01-01JOHN KUHLMAN
0012007-01-01 JOHN KUHLMAN2010-08-04
0012006-01-01JOHN KUHLMAN
0012006-01-01 JOHN KUHLMAN2010-08-04

Plan Statistics for ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2025: ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-2124
Total number of particpants at end of year2025-05-2124
Number of Participants With Account Balances2025-05-2124
2024: ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-0524
Total number of particpants at end of year2024-03-0524
Number of Participants With Account Balances2024-03-0524
2022: ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-02-1924
Total number of particpants at end of year2022-02-1924
Number of Participants With Account Balances2022-02-1924

Financial Data on ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2025 : ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-2153982
Net assets as of the end of the plan year2025-05-211132074
Total assets as of the beginning of the plan year2025-05-211014214
Value of plan covered by a fidelity bond2025-05-21250000
Participant contributions to plan in this plan year2025-05-2147098
Other income to plan in this plan year2025-05-21103571
Plan net income in this plan year2025-05-21117860
Net assets as of the end of the plan year2025-05-211132074
Net assets as of the beginning of the plan year2025-05-211014214
Employer contributions to plan in this plan year2025-05-2121173
2024 : ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-0522184
Net assets as of the end of the plan year2024-03-051014214
Total assets as of the beginning of the plan year2024-03-05866060
Value of plan covered by a fidelity bond2024-03-05250000
Participant contributions to plan in this plan year2024-03-0543659
Other income to plan in this plan year2024-03-05108909
Plan net income in this plan year2024-03-05148154
Net assets as of the end of the plan year2024-03-051014214
Net assets as of the beginning of the plan year2024-03-05866060
Employer contributions to plan in this plan year2024-03-0517770
2022 : ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-02-1913313
Net assets as of the end of the plan year2022-02-19896379
Total assets as of the beginning of the plan year2022-02-19765673
Value of plan covered by a fidelity bond2022-02-19250000
Participant contributions to plan in this plan year2022-02-1945596
Other income to plan in this plan year2022-02-1982544
Plan net income in this plan year2022-02-19130706
Net assets as of the end of the plan year2022-02-19896379
Net assets as of the beginning of the plan year2022-02-19765673
Employer contributions to plan in this plan year2022-02-1915879

Form 5500 Responses for ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN

2008: ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: ASSOCIATION OF WALDORF SCHOOLS OF NORTH AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo

Potentially related plans

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