VILLA MARIA ACADEMY LOWER SCHOOL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan VILLA MARIA ACADEMY LOWER SCHOOL 403(B) PLAN
| Measure | Date | Value |
|---|
| 2011: VILLA MARIA ACADEMY LOWER SCHOOL 403(B) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 43 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
| Total of all active and inactive participants | 2011-07-01 | 43 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 43 |
| Number of participants with account balances | 2011-07-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2012 : VILLA MARIA ACADEMY LOWER SCHOOL 403(B) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $111,020 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $14,443 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $4,500 |
| Total plan assets at end of year | 2012-06-30 | $885,858 |
| Total plan assets at beginning of year | 2012-06-30 | $789,281 |
| Value of fidelity bond covering the plan | 2012-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $67,777 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-06-30 | $0 |
| Other income received | 2012-06-30 | $2,862 |
| Net income (gross income less expenses) | 2012-06-30 | $96,577 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $885,858 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $789,281 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $40,381 |
| Value of certain deemed distributions of participant loans | 2012-06-30 | $0 |
| Value of corrective distributions | 2012-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $9,943 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| 2011 : VILLA MARIA ACADEMY LOWER SCHOOL 403(B) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $216,026 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $6,876 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $0 |
| Total plan assets at end of year | 2011-06-30 | $789,281 |
| Total plan assets at beginning of year | 2011-06-30 | $580,131 |
| Value of fidelity bond covering the plan | 2011-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $61,337 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-06-30 | $0 |
| Other income received | 2011-06-30 | $117,794 |
| Net income (gross income less expenses) | 2011-06-30 | $209,150 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $789,281 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $580,131 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $36,895 |
| Value of certain deemed distributions of participant loans | 2011-06-30 | $0 |
| Value of corrective distributions | 2011-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $6,876 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | MR 60283 |
| Policy instance | 1 |
| Insurance contract or identification number | MR 60283 | | Number of Individuals Covered | 43 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $112 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | MR 60283 |
| Policy instance | 1 |
| Insurance contract or identification number | MR 60283 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $486 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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