401k Plan data: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES plan

WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 401k Plan overview

Plan Name	WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES
Plan identification number	002

WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES Benefits

401k Plan Type

Defined 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.
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

WESTERN RESERVE ACADEMY has sponsored the creation of one or more 401k plans.

Company Name: WESTERN RESERVE ACADEMY

Employer identification number (EIN): 340714390

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 THOMAS P ARNOLD 2024-06-06
002 2022-01-01 THOMAS P ARNOLD 2023-03-31
002 2021-01-01 THOMAS P ARNOLD 2022-02-18
002 2020-01-01 THOMAS P ARNOLD 2021-02-23
002 2019-01-01 THOMAS P ARNOLD 2020-07-13
002 2018-01-01 THOMAS ARNOLD
002 2017-01-01 THOMAS ARNOLD
002 2016-01-01 THOMAS ARNOLD
002 2015-01-01 THOMAS ARNOLD
002 2014-01-01 THOMAS ARNOLD
002 2013-01-01 THOMAS ARNOLD
002 2012-01-01 JOHN TORTELLI
002 2011-01-01 JOHN TORTELLI
002 2009-01-01 JOHN TORTELLI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	THOMAS P ARNOLD	2024-06-06
002	2022-01-01	THOMAS P ARNOLD	2023-03-31
002	2021-01-01	THOMAS P ARNOLD	2022-02-18
002	2020-01-01	THOMAS P ARNOLD	2021-02-23
002	2019-01-01	THOMAS P ARNOLD	2020-07-13
002	2018-01-01	THOMAS ARNOLD
002	2017-01-01	THOMAS ARNOLD
002	2016-01-01	THOMAS ARNOLD
002	2015-01-01	THOMAS ARNOLD
002	2014-01-01	THOMAS ARNOLD
002	2013-01-01	THOMAS ARNOLD
002	2012-01-01	JOHN TORTELLI
002	2011-01-01	JOHN TORTELLI
002	2009-01-01	JOHN TORTELLI

Plan Statistics for WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES

401k plan membership statisitcs for WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES

Measure Date Value
2025: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2025 401k membership
Total number of particpants at beginning of year 2025-03-26 35
Total number of particpants at end of year 2025-03-26 33
Number of Participants With Account Balances 2025-03-26 32
2024: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2024 401k membership
Total number of particpants at beginning of year 2024-06-06 36
Total number of particpants at end of year 2024-06-06 35
Number of Participants With Account Balances 2024-06-06 33
2018: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2018 401k membership
Total participants, beginning-of-year 2018-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 19
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 18
Total of all active and inactive participants 2018-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 37
Number of participants with account balances 2018-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2017 401k membership
Total participants, beginning-of-year 2017-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 21
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 20
Total of all active and inactive participants 2017-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 41
Number of participants with account balances 2017-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2016 401k membership
Total participants, beginning-of-year 2016-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 14
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 26
Total of all active and inactive participants 2016-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 40
Number of participants with account balances 2016-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2015 401k membership
Total participants, beginning-of-year 2015-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 17
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 21
Total of all active and inactive participants 2015-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 38
Number of participants with account balances 2015-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 17
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 22
Total of all active and inactive participants 2014-01-01 39
Total participants 2014-01-01 39
Number of participants with account balances 2014-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 16
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 23
Total of all active and inactive participants 2013-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 39
Number of participants with account balances 2013-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2012 401k membership
Total participants, beginning-of-year 2012-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 26
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 15
Total of all active and inactive participants 2012-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 41
Number of participants with account balances 2012-01-01 41
2011: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2011 401k membership
Total participants, beginning-of-year 2011-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 28
Number of other retired or separated participants entitled to future benefits 2011-01-01 13
Total of all active and inactive participants 2011-01-01 41
Total participants 2011-01-01 41
Number of participants with account balances 2011-01-01 41
2009: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2009 401k membership
Total participants, beginning-of-year 2009-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 30
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 42
Number of participants with account balances 2009-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2025 401k membership
Total number of particpants at beginning of year	2025-03-26	35
Total number of particpants at end of year	2025-03-26	33
Number of Participants With Account Balances	2025-03-26	32
2024: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2024 401k membership
Total number of particpants at beginning of year	2024-06-06	36
Total number of particpants at end of year	2024-06-06	35
Number of Participants With Account Balances	2024-06-06	33
2018: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2018 401k membership
Total participants, beginning-of-year	2018-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	19
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	18
Total of all active and inactive participants	2018-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	37
Number of participants with account balances	2018-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2017 401k membership
Total participants, beginning-of-year	2017-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	21
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	20
Total of all active and inactive participants	2017-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	41
Number of participants with account balances	2017-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2016 401k membership
Total participants, beginning-of-year	2016-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	14
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	26
Total of all active and inactive participants	2016-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	40
Number of participants with account balances	2016-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2015 401k membership
Total participants, beginning-of-year	2015-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	17
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	21
Total of all active and inactive participants	2015-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	38
Number of participants with account balances	2015-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	17
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	22
Total of all active and inactive participants	2014-01-01	39
Total participants	2014-01-01	39
Number of participants with account balances	2014-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	16
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	23
Total of all active and inactive participants	2013-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	39
Number of participants with account balances	2013-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2012 401k membership
Total participants, beginning-of-year	2012-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	26
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	15
Total of all active and inactive participants	2012-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	41
Number of participants with account balances	2012-01-01	41
2011: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2011 401k membership
Total participants, beginning-of-year	2011-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	28
Number of other retired or separated participants entitled to future benefits	2011-01-01	13
Total of all active and inactive participants	2011-01-01	41
Total participants	2011-01-01	41
Number of participants with account balances	2011-01-01	41
2009: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2009 401k membership
Total participants, beginning-of-year	2009-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	30
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	42
Number of participants with account balances	2009-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES

Measure	Date	Value
2025 : WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-03-26	27758
Net assets as of the end of the plan year	2025-03-26	2708248
Total assets as of the beginning of the plan year	2025-03-26	2347935
Value of plan covered by a fidelity bond	2025-03-26	1000000
Participant contributions to plan in this plan year	2025-03-26	43607
Other expenses paid from plan in this plan year	2025-03-26	4173
Other income to plan in this plan year	2025-03-26	306743
Plan net income in this plan year	2025-03-26	360313
Net assets as of the end of the plan year	2025-03-26	2708248
Net assets as of the beginning of the plan year	2025-03-26	2347935
Employer contributions to plan in this plan year	2025-03-26	37721
2024 : WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-06	173776
Net assets as of the end of the plan year	2024-06-06	2347935
Total assets as of the beginning of the plan year	2024-06-06	2133628
Value of plan covered by a fidelity bond	2024-06-06	1000000
Participant contributions to plan in this plan year	2024-06-06	43856
Value of participant loans at end of plan year	2024-06-06	2028
Other expenses paid from plan in this plan year	2024-06-06	3904
Other income to plan in this plan year	2024-06-06	306115
Plan net income in this plan year	2024-06-06	214307
Net assets as of the end of the plan year	2024-06-06	2347935
Net assets as of the beginning of the plan year	2024-06-06	2133628
Employer contributions to plan in this plan year	2024-06-06	38112
2018 : WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2018 401k financial data
Total income from all sources	2018-12-31	$-18,485
Expenses. Total of all expenses incurred	2018-12-31	$61,723
Benefits paid (including direct rollovers)	2018-12-31	$58,001
Total plan assets at end of year	2018-12-31	$1,884,496
Total plan assets at beginning of year	2018-12-31	$1,964,704
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$38,666
Other income received	2018-12-31	$-92,833
Net income (gross income less expenses)	2018-12-31	$-80,208
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,884,496
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,964,704
Total contributions received or receivable from employer(s)	2018-12-31	$35,682
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,722
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2017 401k financial data
Total income from all sources	2017-12-31	$337,212
Expenses. Total of all expenses incurred	2017-12-31	$62,312
Benefits paid (including direct rollovers)	2017-12-31	$59,004
Total plan assets at end of year	2017-12-31	$1,964,704
Total plan assets at beginning of year	2017-12-31	$1,689,804
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$35,113
Other income received	2017-12-31	$267,636
Net income (gross income less expenses)	2017-12-31	$274,900
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,964,704
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,689,804
Total contributions received or receivable from employer(s)	2017-12-31	$34,463
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,308
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2016 401k financial data
Total income from all sources	2016-12-31	$165,032
Expenses. Total of all expenses incurred	2016-12-31	$63,905
Benefits paid (including direct rollovers)	2016-12-31	$61,255
Total plan assets at end of year	2016-12-31	$1,689,804
Total plan assets at beginning of year	2016-12-31	$1,588,677
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$32,909
Other income received	2016-12-31	$99,864
Net income (gross income less expenses)	2016-12-31	$101,127
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,689,804
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,588,677
Total contributions received or receivable from employer(s)	2016-12-31	$32,259
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,650
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2015 401k financial data
Transfers to/from the plan	2015-12-31	$2,098
Total income from all sources	2015-12-31	$93,191
Expenses. Total of all expenses incurred	2015-12-31	$102,443
Benefits paid (including direct rollovers)	2015-12-31	$100,324
Total plan assets at end of year	2015-12-31	$1,588,677
Total plan assets at beginning of year	2015-12-31	$1,595,831
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$30,999
Other income received	2015-12-31	$31,193
Net income (gross income less expenses)	2015-12-31	$-9,252
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,588,677
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,595,831
Total contributions received or receivable from employer(s)	2015-12-31	$30,999
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,119
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2014 401k financial data
Total income from all sources	2014-12-31	$171,048
Expenses. Total of all expenses incurred	2014-12-31	$170,991
Benefits paid (including direct rollovers)	2014-12-31	$170,991
Total plan assets at end of year	2014-12-31	$1,595,831
Total plan assets at beginning of year	2014-12-31	$1,595,774
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$29,822
Other income received	2014-12-31	$111,404
Net income (gross income less expenses)	2014-12-31	$57
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,595,831
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,595,774
Total contributions received or receivable from employer(s)	2014-12-31	$29,822
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2013 401k financial data
Total income from all sources	2013-12-31	$329,459
Expenses. Total of all expenses incurred	2013-12-31	$288,011
Benefits paid (including direct rollovers)	2013-12-31	$288,011
Total plan assets at end of year	2013-12-31	$1,595,774
Total plan assets at beginning of year	2013-12-31	$1,554,326
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$32,496
Other income received	2013-12-31	$264,467
Net income (gross income less expenses)	2013-12-31	$41,448
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,595,774
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,554,326
Total contributions received or receivable from employer(s)	2013-12-31	$32,496
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2012 401k financial data
Total income from all sources	2012-12-31	$238,030
Expenses. Total of all expenses incurred	2012-12-31	$59,021
Benefits paid (including direct rollovers)	2012-12-31	$59,021
Total plan assets at end of year	2012-12-31	$1,554,326
Total plan assets at beginning of year	2012-12-31	$1,375,317
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$43,083
Other income received	2012-12-31	$151,864
Net income (gross income less expenses)	2012-12-31	$179,009
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,554,326
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,375,317
Total contributions received or receivable from employer(s)	2012-12-31	$43,083
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2011 401k financial data
Transfers to/from the plan	2011-12-31	$-76,070
Total income from all sources	2011-12-31	$75,523
Expenses. Total of all expenses incurred	2011-12-31	$165,837
Benefits paid (including direct rollovers)	2011-12-31	$165,837
Total plan assets at end of year	2011-12-31	$1,375,317
Total plan assets at beginning of year	2011-12-31	$1,541,701
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$42,223
Other income received	2011-12-31	$-8,923
Net income (gross income less expenses)	2011-12-31	$-90,314
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,375,317
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,541,701
Total contributions received or receivable from employer(s)	2011-12-31	$42,223
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2010 401k financial data
Total income from all sources	2010-12-31	$241,469
Expenses. Total of all expenses incurred	2010-12-31	$89,719
Benefits paid (including direct rollovers)	2010-12-31	$89,719
Total plan assets at end of year	2010-12-31	$1,541,701
Total plan assets at beginning of year	2010-12-31	$1,389,951
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$42,181
Other income received	2010-12-31	$145,024
Net income (gross income less expenses)	2010-12-31	$151,750
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,541,701
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,389,951
Total contributions received or receivable from employer(s)	2010-12-31	$54,264
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES

2018: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WESTERN RESERVE ACADEMY RETIREMENT PLAN FOR MAINTENANCE AND FOOD SERVICE EMPLOYEES 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	500742
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	500742
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	500742
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	405273
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	405273
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	405273
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	405273
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	365488
Policy instance	1

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Company Name:	WESTERN RESERVE ACADEMY
Employer identification number (EIN):	340714390
NAIC Classification:	611000