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THE CENTER SCHOOL INC TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameTHE CENTER SCHOOL INC TAX SHELTERED ANNUITY PLAN
Plan identification number 001

THE CENTER SCHOOL INC TAX SHELTERED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 CENTER SCHOOL INC has sponsored the creation of one or more 401k plans.

Company Name:THE CENTER SCHOOL INC
Employer identification number (EIN):232557751
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CENTER SCHOOL INC TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-08-01LISA BENNETT2024-05-15
0012021-08-01LISA BENNETT2023-05-02
0012020-08-01LISA BENNETT2022-01-13
0012019-08-01LISA BENNETT2021-04-20
0012018-08-01
0012017-08-01
0012016-08-01
0012015-08-01LISA STEIERT2017-01-09 LISA STEIERT2017-01-09
0012014-08-01LISA HAVEL2016-01-04
0012013-08-01LISA HAVEL2015-01-05
0012012-08-01LISA HAVEL2014-05-06
0012011-08-01KATHLEEN M HUNT2013-08-06
0012010-08-01KATHLEEN M HUNT2012-02-10

Plan Statistics for THE CENTER SCHOOL INC TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for THE CENTER SCHOOL INC TAX SHELTERED ANNUITY PLAN

Measure Date Value
2025: THE CENTER SCHOOL INC TAX SHELTERED ANNUITY PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-1542
Total number of particpants at end of year2025-05-1561
Number of Participants With Account Balances2025-05-1537

Financial Data on THE CENTER SCHOOL INC TAX SHELTERED ANNUITY PLAN

Measure Date Value
2025 : THE CENTER SCHOOL INC TAX SHELTERED ANNUITY PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-1527203
Net assets as of the end of the plan year2025-05-151869258
Total assets as of the beginning of the plan year2025-05-151590181
Value of plan covered by a fidelity bond2025-05-15212000
Participant contributions to plan in this plan year2025-05-1565078
Other income to plan in this plan year2025-05-15202774
Plan net income in this plan year2025-05-15279077
Net assets as of the end of the plan year2025-05-151869258
Net assets as of the beginning of the plan year2025-05-151590181
Employer contributions to plan in this plan year2025-05-1538428
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1513853

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