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TAX DEFERRED ANNUITY PLAN OF MT. LEBANON MONTESSORI SCHOOL, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF MT. LEBANON MONTESSORI SCHOOL, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF MT. LEBANON MONTESSORI SCHOOL, INC. 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

MT. LEBANON MONTESSORI SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name:MT. LEBANON MONTESSORI SCHOOL, INC.
Employer identification number (EIN):251696770
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF MT. LEBANON MONTESSORI SCHOOL, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MEGAN STEEN2024-07-24
0012022-01-01MEGAN STEEN2023-07-27
0012021-01-01MEGAN STEEN2022-07-22
0012020-01-01MEGAN STEEN2021-07-29
0012019-01-01MEGAN STEEN2020-07-29
0012018-01-01MEGAN STEEN2019-04-11
0012018-01-01MEGAN STEEN2019-04-11
0012017-01-01NANCY HERBAUGH2018-06-07 NANCY HERBAUGH2018-06-07
0012016-01-01NANCY HERBAUGH2017-05-04 NANCY HERBAUGH2017-05-04
0012015-01-01NANCY HERBAUGH2016-06-17 NANCY HERBAUGH2016-06-17
0012014-01-01JOANNE SCHREIBER2015-06-08 JOANNE SCHREIBER2015-06-08
0012013-01-01JO SCHREIBER2014-06-06 JO SCHREIBER2014-06-06
0012012-01-01JO SCHREIBER2013-06-07 JO SCHREIBER2013-06-07
0012011-01-01JO SCHREIBER2012-05-16 JO SCHREIBER2012-05-16
0012010-01-01JO SCHREIBER2011-07-26 JO SCHREIBER2011-07-26

Financial Data on TAX DEFERRED ANNUITY PLAN OF MT. LEBANON MONTESSORI SCHOOL, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF MT. LEBANON MONTESSORI SCHOOL, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-240
Total liabilities as of the end of the plan year2025-07-240
Total liabilities as of the beginning of the plan year2025-07-240
Total expenses incurred by plan in this plan year2025-07-2412441
Net assets as of the end of the plan year2025-07-24561967
Total assets as of the beginning of the plan year2025-07-24474025
Value of plan covered by a fidelity bond2025-07-24100000
Participant contributions to plan in this plan year2025-07-2416685
Other expenses paid from plan in this plan year2025-07-240
Other contributions to plan in this plan year2025-07-240
Other income to plan in this plan year2025-07-2469397
Plan net income in this plan year2025-07-2487942
Net assets as of the end of the plan year2025-07-24561967
Net assets as of the beginning of the plan year2025-07-24474025
Employer contributions to plan in this plan year2025-07-2414301
Fees paid to broker by Benefit Provider2025-07-2431
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-24180
2024 : TAX DEFERRED ANNUITY PLAN OF MT. LEBANON MONTESSORI SCHOOL, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-2414136
Net assets as of the end of the plan year2024-07-24474025
Total assets as of the beginning of the plan year2024-07-24389940
Value of plan covered by a fidelity bond2024-07-24100000
Participant contributions to plan in this plan year2024-07-2415005
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-2469027
Plan net income in this plan year2024-07-2484085
Net assets as of the end of the plan year2024-07-24474025
Net assets as of the beginning of the plan year2024-07-24389940
Employer contributions to plan in this plan year2024-07-2414189
Fees paid to broker by Benefit Provider2024-07-24193
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2461
2022 : TAX DEFERRED ANNUITY PLAN OF MT. LEBANON MONTESSORI SCHOOL, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-220
Total liabilities as of the end of the plan year2022-07-220
Total liabilities as of the beginning of the plan year2022-07-220
Total expenses incurred by plan in this plan year2022-07-227253
Net assets as of the end of the plan year2022-07-22435239
Total assets as of the beginning of the plan year2022-07-22315097
Value of plan covered by a fidelity bond2022-07-22100000
Participant contributions to plan in this plan year2022-07-2228468
Other expenses paid from plan in this plan year2022-07-22105
Other contributions to plan in this plan year2022-07-2231717
Other income to plan in this plan year2022-07-2253556
Plan net income in this plan year2022-07-22120142
Net assets as of the end of the plan year2022-07-22435239
Net assets as of the beginning of the plan year2022-07-22315097
Employer contributions to plan in this plan year2022-07-2213654
Fees paid to broker by Benefit Provider2022-07-2261

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