SOUTHWEST LOCAL SCHOOL DISTRICT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FLEXIBLE SPENDING BENEFITS PLAN
| Measure | Date | Value |
|---|
| 2011: FLEXIBLE SPENDING BENEFITS PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 77 |
| Number of retired or separated participants receiving benefits | 2011-05-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-05-01 | 0 |
| Total of all active and inactive participants | 2011-05-01 | 78 |
| 2010: FLEXIBLE SPENDING BENEFITS PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-05-01 | 111 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-05-01 | 111 |
| Number of retired or separated participants receiving benefits | 2010-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-05-01 | 0 |
| Total of all active and inactive participants | 2010-05-01 | 111 |
| 2009: FLEXIBLE SPENDING BENEFITS PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 84 |
| Number of retired or separated participants receiving benefits | 2009-05-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-05-01 | 0 |
| Total of all active and inactive participants | 2009-05-01 | 85 |
| Measure | Date | Value |
|---|
| 2012 : FLEXIBLE SPENDING BENEFITS PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-04-30 | $140,210 |
| Total plan liabilities at beginning of year | 2012-04-30 | $147,353 |
| Total income from all sources | 2012-04-30 | $141,987 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $140,210 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $140,210 |
| Total plan assets at end of year | 2012-04-30 | $148,096 |
| Total plan assets at beginning of year | 2012-04-30 | $153,462 |
| Total contributions received or receivable from participants | 2012-04-30 | $141,987 |
| Net income (gross income less expenses) | 2012-04-30 | $1,777 |
| Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $7,886 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $6,109 |
| 2011 : FLEXIBLE SPENDING BENEFITS PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-04-30 | $147,353 |
| Total plan liabilities at beginning of year | 2011-04-30 | $90,702 |
| Total income from all sources | 2011-04-30 | $150,627 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $147,353 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $147,353 |
| Total plan assets at end of year | 2011-04-30 | $153,462 |
| Total plan assets at beginning of year | 2011-04-30 | $93,537 |
| Total contributions received or receivable from participants | 2011-04-30 | $150,627 |
| Net income (gross income less expenses) | 2011-04-30 | $3,274 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $6,109 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $2,835 |
| 2011: FLEXIBLE SPENDING BENEFITS PLAN 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Submission has been amended | No |
| 2011-05-01 | This submission is the final filing | No |
| 2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-05-01 | Plan is a collectively bargained plan | No |
| 2011-05-01 | Plan funding arrangement – Trust | Yes |
| 2011-05-01 | Plan benefit arrangement - Trust | Yes |
| 2010: FLEXIBLE SPENDING BENEFITS PLAN 2010 form 5500 responses |
|---|
| 2010-05-01 | Type of plan entity | Single employer plan |
| 2010-05-01 | Submission has been amended | No |
| 2010-05-01 | This submission is the final filing | No |
| 2010-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-05-01 | Plan is a collectively bargained plan | No |
| 2010-05-01 | Plan funding arrangement – Trust | Yes |
| 2010-05-01 | Plan benefit arrangement - Trust | Yes |
| 2009: FLEXIBLE SPENDING BENEFITS PLAN 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Single employer plan |
| 2009-05-01 | First time form 5500 has been submitted | Yes |
| 2009-05-01 | Submission has been amended | No |
| 2009-05-01 | This submission is the final filing | No |
| 2009-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-05-01 | Plan is a collectively bargained plan | No |
| 2009-05-01 | Plan funding arrangement – Trust | Yes |
| 2009-05-01 | Plan benefit arrangement - Trust | Yes |
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