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VANGUARD FIDUCIARY 401k Plan overview

Plan NameVANGUARD FIDUCIARY
Plan identification number 004

VANGUARD FIDUCIARY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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)(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.
  • 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

RESEARCH FOR BETTER SCHOOLS, INC. has sponsored the creation of one or more 401k plans.

Company Name:RESEARCH FOR BETTER SCHOOLS, INC.
Employer identification number (EIN):236411869
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VANGUARD FIDUCIARY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01
0042016-01-01
0042015-01-01KEITH KERSHNER
0042014-01-01KEITH KERSHNER
0042013-01-01KEITH KERSHNER
0042012-01-01LERON BROWN
0042011-01-01LERON BROWN
0042009-01-01LERON BROWN
0042008-12-01

Plan Statistics for VANGUARD FIDUCIARY

401k plan membership statisitcs for VANGUARD FIDUCIARY

Measure Date Value
2015: VANGUARD FIDUCIARY 2015 401k membership
Total participants, beginning-of-year2015-01-0119
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0121
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: VANGUARD FIDUCIARY 2014 401k membership
Total participants, beginning-of-year2014-01-0119
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0119
Total participants2014-01-0119
2013: VANGUARD FIDUCIARY 2013 401k membership
Total participants, beginning-of-year2013-01-0119
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0119
2012: VANGUARD FIDUCIARY 2012 401k membership
Total participants, beginning-of-year2012-01-0119
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-0119
Total participants2012-01-0119
2011: VANGUARD FIDUCIARY 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-0119
Total participants2011-01-0119
2009: VANGUARD FIDUCIARY 2009 401k membership
Total participants, beginning-of-year2009-01-0118
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-0118
Total participants2009-01-0118

Financial Data on VANGUARD FIDUCIARY

Measure Date Value
2015 : VANGUARD FIDUCIARY 2015 401k financial data
Total income from all sources2015-12-31$63,678
Expenses. Total of all expenses incurred2015-12-31$115,151
Benefits paid (including direct rollovers)2015-12-31$114,596
Total plan assets at end of year2015-12-31$2,912,612
Total plan assets at beginning of year2015-12-31$2,964,085
Total contributions received or receivable from participants2015-12-31$5,400
Other income received2015-12-31$5,989
Net income (gross income less expenses)2015-12-31$-51,473
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,912,612
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,964,085
Total contributions received or receivable from employer(s)2015-12-31$52,289
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$555
2014 : VANGUARD FIDUCIARY 2014 401k financial data
Total income from all sources2014-12-31$264,681
Expenses. Total of all expenses incurred2014-12-31$122,066
Benefits paid (including direct rollovers)2014-12-31$121,646
Total plan assets at end of year2014-12-31$2,964,085
Total plan assets at beginning of year2014-12-31$2,821,470
Total contributions received or receivable from participants2014-12-31$8,000
Other income received2014-12-31$217,128
Net income (gross income less expenses)2014-12-31$142,615
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,964,085
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,821,470
Total contributions received or receivable from employer(s)2014-12-31$39,553
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$420
2013 : VANGUARD FIDUCIARY 2013 401k financial data
Total income from all sources2013-12-31$585,247
Expenses. Total of all expenses incurred2013-12-31$366,310
Benefits paid (including direct rollovers)2013-12-31$365,950
Total plan assets at end of year2013-12-31$2,821,470
Total plan assets at beginning of year2013-12-31$2,602,533
Total contributions received or receivable from participants2013-12-31$9,950
Other income received2013-12-31$542,139
Net income (gross income less expenses)2013-12-31$218,937
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,821,470
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,602,533
Total contributions received or receivable from employer(s)2013-12-31$33,158
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$360
2012 : VANGUARD FIDUCIARY 2012 401k financial data
Total plan assets at end of year2012-12-31$2,602,533
Total plan assets at beginning of year2012-12-31$2,489,833
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,602,533
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,489,833
2011 : VANGUARD FIDUCIARY 2011 401k financial data
Total plan assets at end of year2011-12-31$2,489,833
Total plan assets at beginning of year2011-12-31$2,441,810
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,489,833
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,441,810
2010 : VANGUARD FIDUCIARY 2010 401k financial data
Total plan assets at end of year2010-12-31$2,441,810
Total plan assets at beginning of year2010-12-31$2,555,005
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,441,810
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,555,005

Form 5500 Responses for VANGUARD FIDUCIARY

2015: VANGUARD FIDUCIARY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VANGUARD FIDUCIARY 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VANGUARD FIDUCIARY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VANGUARD FIDUCIARY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VANGUARD FIDUCIARY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: VANGUARD FIDUCIARY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: VANGUARD FIDUCIARY 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

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