401k Plan data: THE PENNFIELD SCHOOL RETIREMENT PLAN plan

THE PENNFIELD SCHOOL RETIREMENT PLAN 401k Plan overview

Plan Name	THE PENNFIELD SCHOOL RETIREMENT PLAN
Plan identification number	002

THE PENNFIELD SCHOOL RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

THE PENNFIELD SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: THE PENNFIELD SCHOOL

Employer identification number (EIN): 237131751

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PENNFIELD SCHOOL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-07-01
002 2022-07-01
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01
002 2015-07-01
002 2014-07-01 TARA GNOLFO 2015-12-03
002 2013-07-01 TARA GNOLFO 2014-12-22
002 2012-07-01 TARA GNOLFO 2014-01-07
002 2011-07-01 TARA GNOLFO 2013-04-01
002 2010-07-01 PAMELA GRANT 2011-12-09

Financial Data on THE PENNFIELD SCHOOL RETIREMENT PLAN

Measure	Date	Value
2024 : THE PENNFIELD SCHOOL RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-11-26	50814
Net assets as of the end of the plan year	2024-11-26	4299311
Total assets as of the beginning of the plan year	2024-11-26	3646310
Value of plan covered by a fidelity bond	2024-11-26	500000
Participant contributions to plan in this plan year	2024-11-26	103575
Value of participant loans at end of plan year	2024-11-26	8909
Other expenses paid from plan in this plan year	2024-11-26	75
Other income to plan in this plan year	2024-11-26	573512
Plan net income in this plan year	2024-11-26	653001
Net assets as of the end of the plan year	2024-11-26	4299311
Net assets as of the beginning of the plan year	2024-11-26	3646310
Employer contributions to plan in this plan year	2024-11-26	26728
2023 : THE PENNFIELD SCHOOL RETIREMENT PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year	2023-01-06	428524
Net assets as of the end of the plan year	2023-01-06	3384657
Total assets as of the beginning of the plan year	2023-01-06	4199412
Value of plan covered by a fidelity bond	2023-01-06	500000
Participant contributions to plan in this plan year	2023-01-06	90427
Other income to plan in this plan year	2023-01-06	-487032
Plan net income in this plan year	2023-01-06	-814755
Net assets as of the end of the plan year	2023-01-06	3384657
Net assets as of the beginning of the plan year	2023-01-06	4199412
Employer contributions to plan in this plan year	2023-01-06	10374

Potentially related plans

THE PENNFIELD CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN [EIN = 061278146]

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Company Name:	THE PENNFIELD SCHOOL
Employer identification number (EIN):	237131751
NAIC Classification:	611000

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-07-01
002	2022-07-01
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01
002	2016-07-01
002	2015-07-01
002	2014-07-01	TARA GNOLFO	2015-12-03
002	2013-07-01	TARA GNOLFO	2014-12-22
002	2012-07-01	TARA GNOLFO	2014-01-07
002	2011-07-01	TARA GNOLFO	2013-04-01
002	2010-07-01	PAMELA GRANT	2011-12-09