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| Plan Name | 403(B) THRIFT PLAN OF KIPP ASCEND CHARTER SCHOOL |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | KIPP CHICAGO SCHOOLS |
| Employer identification number (EIN): | 300135927 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | TYREESE BRITT-FOREMAN | 2021-10-13 | ||
| 001 | 2019-01-01 | QUELISHA GARDNER | 2020-09-23 | ||
| 001 | 2018-01-01 | QUELISHA GARDNER | 2019-07-15 | ||
| 001 | 2017-01-01 | JIJU GEORGE | 2018-07-17 | JIJU GEORGE | 2018-07-17 |
| 001 | 2016-01-01 | NICOLE C. BOARDMAN | 2017-07-12 | NICOLE C. BOARDMAN | 2017-07-12 |
| 001 | 2015-01-01 | NICOLE C. BOARDMAN | 2016-06-02 | NICOLE C. BOARDMAN | 2016-06-02 |
| 001 | 2014-01-01 | NICOLE C. BOARDMAN | 2015-07-09 | NICOLE C. BOARDMAN | 2015-07-09 |
| 001 | 2013-01-01 | NICOLE C. BOARDMAN | 2014-06-24 | NICOLE C. BOARDMAN | 2014-06-24 |
| 001 | 2012-01-01 | NICOLE C. BOARDMAN | 2013-06-20 | NICOLE C. BOARDMAN | 2013-06-20 |
| 001 | 2011-01-01 | NICOLE C. BOARDMAN | 2012-07-26 | NICOLE C. BOARDMAN | 2012-07-26 |
| 001 | 2010-01-01 | NICOLE BOARDMAN | 2011-10-13 |
| Measure | Date | Value |
|---|---|---|
| 2021: 403(B) THRIFT PLAN OF KIPP ASCEND CHARTER SCHOOL 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-01-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 96 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 25 |
| Total of all active and inactive participants | 2021-01-01 | 121 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 121 |
| Number of participants with account balances | 2021-01-01 | 106 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2021 : 403(B) THRIFT PLAN OF KIPP ASCEND CHARTER SCHOOL 2021 401k financial data | ||
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,237,280 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $263,111 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $262,181 |
| Total plan assets at end of year | 2021-12-31 | $3,730,844 |
| Total plan assets at beginning of year | 2021-12-31 | $2,756,675 |
| Value of fidelity bond covering the plan | 2021-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $333,482 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $930 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $193,748 |
| Other income received | 2021-12-31 | $510,032 |
| Net income (gross income less expenses) | 2021-12-31 | $974,169 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,730,844 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,756,675 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $200,018 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2021: 403(B) THRIFT PLAN OF KIPP ASCEND CHARTER SCHOOL 2021 form 5500 responses | ||
|---|---|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 056497G | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 056497G | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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