?>
Logo

FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS INC. 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameFRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS INC. 403(B) RETIREMENT PLAN
Plan identification number 001

FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS INC. 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS INC has sponsored the creation of one or more 401k plans.

Company Name:FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS INC
Employer identification number (EIN):300211613
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS INC. 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANDREW M SOLOMON2024-07-18
0012022-01-01ANDREW M. SOLOMON2023-07-18

Plan Statistics for FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS INC. 403(B) RETIREMENT PLAN

401k plan membership statisitcs for FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS INC. 403(B) RETIREMENT PLAN

Measure Date Value
2025: FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS INC. 403(B) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1734
Total number of particpants at end of year2025-07-1742
Number of Participants With Account Balances2025-07-1742
2024: FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS INC. 403(B) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-1830
Total number of particpants at end of year2024-07-1834
Number of Participants With Account Balances2024-07-1834

Financial Data on FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS INC. 403(B) RETIREMENT PLAN

Measure Date Value
2025 : FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS INC. 403(B) RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-170
Total expenses incurred by plan in this plan year2025-07-178105
Net assets as of the end of the plan year2025-07-17844710
Total assets as of the beginning of the plan year2025-07-17552673
Value of plan covered by a fidelity bond2025-07-17500000
Participant contributions to plan in this plan year2025-07-17213582
Other income to plan in this plan year2025-07-1786560
Plan net income in this plan year2025-07-17292037
Net assets as of the end of the plan year2025-07-17844710
Net assets as of the beginning of the plan year2025-07-17552673
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-172260
2024 : FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS INC. 403(B) RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-180
Total expenses incurred by plan in this plan year2024-07-181865
Net assets as of the end of the plan year2024-07-18552673
Total assets as of the beginning of the plan year2024-07-1880141
Value of plan covered by a fidelity bond2024-07-18500000
Participant contributions to plan in this plan year2024-07-18221855
Other contributions to plan in this plan year2024-07-18197268
Other income to plan in this plan year2024-07-1855274
Plan net income in this plan year2024-07-18472532
Net assets as of the end of the plan year2024-07-18552673
Net assets as of the beginning of the plan year2024-07-1880141
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-181865

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3