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EMPLOYEE BENEFIT PLAN OF SOUTHSIDE LEARNING & DEVELOPMENT CENTER 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF SOUTHSIDE LEARNING & DEVELOPMENT CENTER
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF SOUTHSIDE LEARNING & DEVELOPMENT CENTER 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.
  • 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

SOUTHSIDE LEARNING & DEVELOPMENT CE NTER has sponsored the creation of one or more 401k plans.

Company Name:SOUTHSIDE LEARNING & DEVELOPMENT CE NTER
Employer identification number (EIN):314379811
NAIC Classification:624410
NAIC Description:Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF SOUTHSIDE LEARNING & DEVELOPMENT CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01NICHOLAS WEITZEL2024-07-26
0022022-01-01AMY VALENTINE2023-06-27
0022021-01-01AMY VALENTINE2022-06-24
0022020-01-01AMY VALENTINE2021-06-03
0022019-01-01AMY VALENTINE2020-07-27
0022017-01-01AMY VALENTINE2018-06-25 AMY VALENTINE2018-06-25
0022016-01-01AMY VALENTINE2017-07-17 AMY VALENTINE2017-07-17
0022015-01-01AMY VALENTINE2016-08-01 AMY VALENTINE2016-07-07
0022013-01-01AMY VALENTINE2014-07-09 AMY VALENTINE2014-07-09
0022012-01-01PAMELA J. HAMILTON2013-07-31 PAMELA J. HAMILTON2013-07-31
0022011-01-01PAMELA HAMILTON2012-07-27 PAMELA HAMILTON2012-07-27

Plan Statistics for EMPLOYEE BENEFIT PLAN OF SOUTHSIDE LEARNING & DEVELOPMENT CENTER

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF SOUTHSIDE LEARNING & DEVELOPMENT CENTER

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF SOUTHSIDE LEARNING & DEVELOPMENT CENTER 2025 401k membership
Total number of particpants at beginning of year2025-06-2624
Total number of particpants at end of year2025-06-260
Number of Participants With Account Balances2025-06-260
2024: EMPLOYEE BENEFIT PLAN OF SOUTHSIDE LEARNING & DEVELOPMENT CENTER 2024 401k membership
Total number of particpants at beginning of year2024-07-2625
Total number of particpants at end of year2024-07-2615
Number of Participants With Account Balances2024-07-261
2022: EMPLOYEE BENEFIT PLAN OF SOUTHSIDE LEARNING & DEVELOPMENT CENTER 2022 401k membership
Total number of particpants at beginning of year2022-06-2427
Total number of particpants at end of year2022-06-2426
Number of Participants With Account Balances2022-06-2422

Financial Data on EMPLOYEE BENEFIT PLAN OF SOUTHSIDE LEARNING & DEVELOPMENT CENTER

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF SOUTHSIDE LEARNING & DEVELOPMENT CENTER 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-260
Total liabilities as of the end of the plan year2025-06-260
Total liabilities as of the beginning of the plan year2025-06-260
Total expenses incurred by plan in this plan year2025-06-26150198
Net assets as of the end of the plan year2025-06-260
Total assets as of the beginning of the plan year2025-06-26128459
Value of plan covered by a fidelity bond2025-06-2620000
Participant contributions to plan in this plan year2025-06-2614741
Other expenses paid from plan in this plan year2025-06-2630034
Other contributions to plan in this plan year2025-06-260
Other income to plan in this plan year2025-06-266998
Plan net income in this plan year2025-06-26-128459
Net assets as of the end of the plan year2025-06-260
Net assets as of the beginning of the plan year2025-06-26128459
Employer contributions to plan in this plan year2025-06-260
Fees paid to broker by Benefit Provider2025-06-269
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-26234
2024 : EMPLOYEE BENEFIT PLAN OF SOUTHSIDE LEARNING & DEVELOPMENT CENTER 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-260
Total liabilities as of the end of the plan year2024-07-260
Total liabilities as of the beginning of the plan year2024-07-260
Total expenses incurred by plan in this plan year2024-07-2612278
Net assets as of the end of the plan year2024-07-26128459
Total assets as of the beginning of the plan year2024-07-26130008
Value of plan covered by a fidelity bond2024-07-2620000
Participant contributions to plan in this plan year2024-07-263089
Other expenses paid from plan in this plan year2024-07-260
Other contributions to plan in this plan year2024-07-260
Other income to plan in this plan year2024-07-267640
Plan net income in this plan year2024-07-26-1549
Net assets as of the end of the plan year2024-07-26128459
Net assets as of the beginning of the plan year2024-07-26130008
Employer contributions to plan in this plan year2024-07-260
Fees paid to broker by Benefit Provider2024-07-263
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-26172
2022 : EMPLOYEE BENEFIT PLAN OF SOUTHSIDE LEARNING & DEVELOPMENT CENTER 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-240
Total liabilities as of the end of the plan year2022-06-240
Total liabilities as of the beginning of the plan year2022-06-240
Total expenses incurred by plan in this plan year2022-06-2427343
Net assets as of the end of the plan year2022-06-24132909
Total assets as of the beginning of the plan year2022-06-24148301
Value of plan covered by a fidelity bond2022-06-2420000
Participant contributions to plan in this plan year2022-06-245810
Other expenses paid from plan in this plan year2022-06-2421
Other contributions to plan in this plan year2022-06-240
Other income to plan in this plan year2022-06-246141
Plan net income in this plan year2022-06-24-15392
Net assets as of the end of the plan year2022-06-24132909
Net assets as of the beginning of the plan year2022-06-24148301
Employer contributions to plan in this plan year2022-06-240
Fees paid to broker by Benefit Provider2022-06-2417

Potentially related plans

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