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ASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL 401k Plan overview

Plan NameASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL
Plan identification number 003

ASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

WAYPOINT MONTESSORI has sponsored the creation of one or more 401k plans.

Company Name:WAYPOINT MONTESSORI
Employer identification number (EIN):237394611
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01

Plan Statistics for ASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL

401k plan membership statisitcs for ASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL

Measure Date Value
2025: ASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL 2025 401k membership
Total number of particpants at beginning of year2025-10-0328
Total number of particpants at end of year2025-10-0328
Number of Participants With Account Balances2025-10-0326
2024: ASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL 2024 401k membership
Total number of particpants at beginning of year2024-07-1724
Total number of particpants at end of year2024-07-1728
Number of Participants With Account Balances2024-07-1722
2022: ASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL 2022 401k membership
Total number of particpants at beginning of year2022-09-140
Total number of particpants at end of year2022-09-1422
Number of Participants With Account Balances2022-09-1416

Financial Data on ASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL

Measure Date Value
2025 : ASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0323650
Net assets as of the end of the plan year2025-10-03352216
Total assets as of the beginning of the plan year2025-10-03277718
Value of plan covered by a fidelity bond2025-10-03500000
Participant contributions to plan in this plan year2025-10-0343376
Other income to plan in this plan year2025-10-0337928
Plan net income in this plan year2025-10-0374498
Net assets as of the end of the plan year2025-10-03352216
Net assets as of the beginning of the plan year2025-10-03277718
Employer contributions to plan in this plan year2025-10-0316844
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-031646
2024 : ASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1728943
Net assets as of the end of the plan year2024-07-17277718
Total assets as of the beginning of the plan year2024-07-17176200
Value of plan covered by a fidelity bond2024-07-17500000
Participant contributions to plan in this plan year2024-07-1769982
Other income to plan in this plan year2024-07-1739159
Plan net income in this plan year2024-07-17101518
Net assets as of the end of the plan year2024-07-17277718
Net assets as of the beginning of the plan year2024-07-17176200
Employer contributions to plan in this plan year2024-07-1721320
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-171252
2022 : ASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-14319
Net assets as of the end of the plan year2022-09-14117944
Total assets as of the beginning of the plan year2022-09-140
Value of plan covered by a fidelity bond2022-09-14500000
Participant contributions to plan in this plan year2022-09-1445751
Other contributions to plan in this plan year2022-09-1456846
Other income to plan in this plan year2022-09-148716
Plan net income in this plan year2022-09-14117944
Net assets as of the end of the plan year2022-09-14117944
Net assets as of the beginning of the plan year2022-09-140
Employer contributions to plan in this plan year2022-09-146950
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-14319

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