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THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 401k Plan overview

Plan NameTHE HATHAWAY BROWN SCHOOL RETIREMENT PLAN
Plan identification number 001

THE HATHAWAY BROWN SCHOOL 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.

401k Sponsoring company profile

HATHAWAY BROWN SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:HATHAWAY BROWN SCHOOL
Employer identification number (EIN):340714426
NAIC Classification:611000

Additional information about HATHAWAY BROWN SCHOOL

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1905-04-13
Company Identification Number: 19458
Legal Registered Office Address: 19800 NORTH PARK BOULEVARD
-
SHAKER HEIGHTS
United States of America (USA)
44122

More information about HATHAWAY BROWN SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01VALERIE HUGHES2021-08-27
0012019-01-01VALERIE HUGHES2020-09-08
0012018-01-01VALERIE HUGHES2019-10-01
0012017-01-01BEVERLY LAPOLLA
0012016-01-01BEVERLY LAPOLLA
0012015-01-01STEFANIE CORLEW
0012014-01-01STEFANIE CORLEW
0012013-01-01STEFANIE CORLEW
0012012-01-01STEFANIE CORLEW
0012011-01-01JOANNE S. WITBECK
0012010-01-01JOANNE S. WITBECK
0012009-01-01JOANNE S. WITBECK
0012009-01-01JOANNE S. WITBECK

Plan Statistics for THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN

401k plan membership statisitcs for THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN

Measure Date Value
2022: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01420
Total number of active participants reported on line 7a of the Form 55002022-01-01240
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01187
Total of all active and inactive participants2022-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-01433
Number of participants with account balances2022-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01401
Total number of active participants reported on line 7a of the Form 55002021-01-01259
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01157
Total of all active and inactive participants2021-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01420
Number of participants with account balances2021-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01411
Total number of active participants reported on line 7a of the Form 55002020-01-01252
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01149
Total of all active and inactive participants2020-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01401
Number of participants with account balances2020-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01405
Total number of active participants reported on line 7a of the Form 55002019-01-01267
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01144
Total of all active and inactive participants2019-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01411
Number of participants with account balances2019-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01404
Total number of active participants reported on line 7a of the Form 55002018-01-01193
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01212
Total of all active and inactive participants2018-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01405
Number of participants with account balances2018-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01556
Total number of active participants reported on line 7a of the Form 55002017-01-01189
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01215
Total of all active and inactive participants2017-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01404
Number of participants with account balances2017-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01386
Total number of active participants reported on line 7a of the Form 55002016-01-01361
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01195
Total of all active and inactive participants2016-01-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01556
Number of participants with account balances2016-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01377
Total number of active participants reported on line 7a of the Form 55002015-01-01203
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01183
Total of all active and inactive participants2015-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01386
Number of participants with account balances2015-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01379
Total number of active participants reported on line 7a of the Form 55002014-01-01204
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01173
Total of all active and inactive participants2014-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01377
Number of participants with account balances2014-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01388
Total number of active participants reported on line 7a of the Form 55002013-01-01305
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0174
Total of all active and inactive participants2013-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01379
Number of participants with account balances2013-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01383
Total number of active participants reported on line 7a of the Form 55002012-01-01303
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0185
Total of all active and inactive participants2012-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01388
Number of participants with account balances2012-01-01337
2011: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01368
Total number of active participants reported on line 7a of the Form 55002011-01-01314
Number of other retired or separated participants entitled to future benefits2011-01-0169
Total of all active and inactive participants2011-01-01383
Total participants2011-01-01383
Number of participants with account balances2011-01-01333
2010: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01365
Total number of active participants reported on line 7a of the Form 55002010-01-01298
Number of other retired or separated participants entitled to future benefits2010-01-0170
Total of all active and inactive participants2010-01-01368
Total participants2010-01-01368
Number of participants with account balances2010-01-01323
2009: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01358
Total number of active participants reported on line 7a of the Form 55002009-01-01282
Number of other retired or separated participants entitled to future benefits2009-01-0170
Total of all active and inactive participants2009-01-01352
Total participants2009-01-01352
Number of participants with account balances2009-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN

Measure Date Value
2022 : THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,554,960
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,945,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,930,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,718,179
Value of total assets at end of year2022-12-31$41,166,928
Value of total assets at beginning of year2022-12-31$48,667,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,589
Total interest from all sources2022-12-31$422,133
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$323,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$323,892
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,024,702
Participant contributions at end of year2022-12-31$29,891
Participant contributions at beginning of year2022-12-31$8,214
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$9,662
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$10,369
Other income not declared elsewhere2022-12-31$25,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,500,151
Value of net assets at end of year (total assets less liabilities)2022-12-31$41,166,928
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$48,667,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,955,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$37,212,362
Value of interest in pooled separate accounts at end of year2022-12-31$1,323,785
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,578,744
Interest on participant loans2022-12-31$1,144
Interest earned on other investments2022-12-31$420,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,848,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,857,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,161,259
Net investment gain/loss from pooled separate accounts2022-12-31$116,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$693,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,930,602
Contract administrator fees2022-12-31$14,589
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2022-12-31340677006
2021 : THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,664,533
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,298,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,262,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,755,574
Value of total assets at end of year2021-12-31$48,667,079
Value of total assets at beginning of year2021-12-31$44,301,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$36,340
Total interest from all sources2021-12-31$71,271
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$470,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$470,691
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,046,118
Participant contributions at end of year2021-12-31$8,214
Participant contributions at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$10,369
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$9,152
Other income not declared elsewhere2021-12-31$41,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,365,641
Value of net assets at end of year (total assets less liabilities)2021-12-31$48,667,079
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$44,301,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$37,212,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,991,618
Value of interest in pooled separate accounts at end of year2021-12-31$1,578,744
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,351,349
Interest on participant loans2021-12-31$150
Interest earned on other investments2021-12-31$71,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,857,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,949,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,083,107
Net investment gain/loss from pooled separate accounts2021-12-31$242,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$709,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,262,552
Contract administrator fees2021-12-31$36,340
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2021-12-31340677006
2020 : THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,297,451
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,661,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,631,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,768,581
Value of total assets at end of year2020-12-31$44,301,438
Value of total assets at beginning of year2020-12-31$40,665,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,199
Total interest from all sources2020-12-31$106,124
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$241,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$241,157
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,064,655
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$27,266
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$9,152
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$9,531
Other income not declared elsewhere2020-12-31$34,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,635,568
Value of net assets at end of year (total assets less liabilities)2020-12-31$44,301,438
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,665,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,991,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$29,183,308
Value of interest in pooled separate accounts at end of year2020-12-31$1,351,349
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,590,731
Interest earned on other investments2020-12-31$106,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,949,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,882,300
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$255,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,160,153
Net investment gain/loss from pooled separate accounts2020-12-31$-13,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$676,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,375,783
Contract administrator fees2020-12-31$30,199
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2020-12-31340677006
2019 : THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,253,192
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,136,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,119,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,003,068
Value of total assets at end of year2019-12-31$40,665,871
Value of total assets at beginning of year2019-12-31$35,548,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,739
Total interest from all sources2019-12-31$109,725
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$205,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$205,001
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$686,834
Amount contributed by the employer to the plan for this plan year2019-12-31$686,834
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,065,192
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$251,042
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$9,531
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$11,503
Other income not declared elsewhere2019-12-31$34,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,117,046
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,665,871
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,548,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,183,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,794,148
Value of interest in pooled separate accounts at end of year2019-12-31$1,590,731
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,661,112
Interest earned on other investments2019-12-31$109,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,882,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,082,062
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$461,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,812,416
Net investment gain/loss from pooled separate accounts2019-12-31$88,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$686,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,658,093
Contract administrator fees2019-12-31$16,739
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2019-12-31340677006
2018 : THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$329,119
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,869,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,851,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,810,651
Value of total assets at end of year2018-12-31$35,548,825
Value of total assets at beginning of year2018-12-31$38,089,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,703
Total interest from all sources2018-12-31$400,606
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$173,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$173,160
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$682,872
Amount contributed by the employer to the plan for this plan year2018-12-31$682,872
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,078,657
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$49,122
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$11,503
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$13,018
Other income not declared elsewhere2018-12-31$24,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,540,738
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,548,825
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$38,089,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,794,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,471,165
Value of interest in pooled separate accounts at end of year2018-12-31$1,661,112
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,734,026
Interest earned on other investments2018-12-31$400,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,082,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,871,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,161,545
Net investment gain/loss from pooled separate accounts2018-12-31$81,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$682,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,851,154
Contract administrator fees2018-12-31$18,703
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2018-12-31340677006
2017 : THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,939,899
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,302,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,283,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,026,133
Value of total assets at end of year2017-12-31$38,089,563
Value of total assets at beginning of year2017-12-31$33,452,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,955
Total interest from all sources2017-12-31$384,342
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$93,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$93,027
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$686,456
Amount contributed by the employer to the plan for this plan year2017-12-31$686,456
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,081,359
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$258,318
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$13,018
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$13,552
Other income not declared elsewhere2017-12-31$26,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,637,062
Value of net assets at end of year (total assets less liabilities)2017-12-31$38,089,563
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$33,452,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$26,471,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,850,412
Value of interest in pooled separate accounts at end of year2017-12-31$1,734,026
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,770,488
Interest earned on other investments2017-12-31$384,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,871,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,818,049
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,127,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,336,731
Net investment gain/loss from pooled separate accounts2017-12-31$73,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$686,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,156,446
Contract administrator fees2017-12-31$18,955
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2017-12-31340677006
2016 : THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,812,479
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,964,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,964,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,836,729
Value of total assets at end of year2016-12-31$33,452,501
Value of total assets at beginning of year2016-12-31$31,604,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$38
Total interest from all sources2016-12-31$410,494
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$22,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$22,373
Administrative expenses professional fees incurred2016-12-31$38
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$750,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$704,138
Amount contributed by the employer to the plan for this plan year2016-12-31$704,138
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,091,123
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$39,650
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$41,468
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$13,552
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$26,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,848,023
Value of net assets at end of year (total assets less liabilities)2016-12-31$33,452,501
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,604,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,850,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,530,596
Value of interest in pooled separate accounts at end of year2016-12-31$1,770,488
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,716,014
Interest earned on other investments2016-12-31$410,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,818,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,297,185
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$65,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,426,709
Net investment gain/loss from pooled separate accounts2016-12-31$90,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$704,138
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$21,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,898,804
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2016-12-31340677006
2015 : THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,327,491
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,550,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,538,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,831,602
Value of total assets at end of year2015-12-31$31,604,478
Value of total assets at beginning of year2015-12-31$31,827,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,739
Total interest from all sources2015-12-31$370,771
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$750,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$658,493
Amount contributed by the employer to the plan for this plan year2015-12-31$658,493
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$982,576
Participant contributions at end of year2015-12-31$39,650
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$190,533
Administrative expenses (other) incurred2015-12-31$11,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-222,593
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,604,478
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,827,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,530,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,348,139
Value of interest in pooled separate accounts at end of year2015-12-31$1,716,014
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,520,543
Interest earned on other investments2015-12-31$370,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,297,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,958,389
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$59,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-661
Net investment gain/loss from pooled separate accounts2015-12-31$125,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$658,493
Employer contributions (assets) at end of year2015-12-31$21,033
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,478,833
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2015-12-31340677006
2014 : THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,676,183
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,275,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,275,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,727,777
Value of total assets at end of year2014-12-31$31,827,071
Value of total assets at beginning of year2014-12-31$30,426,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$365,608
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$750,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$688,985
Amount contributed by the employer to the plan for this plan year2014-12-31$688,985
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$962,326
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$33,678
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$76,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,400,417
Value of net assets at end of year (total assets less liabilities)2014-12-31$31,827,071
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,426,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,348,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,777,318
Value of interest in pooled separate accounts at end of year2014-12-31$1,520,543
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,213,135
Interest earned on other investments2014-12-31$365,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,958,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,376,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,419,361
Net investment gain/loss from pooled separate accounts2014-12-31$163,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$688,985
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$25,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,275,766
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2014-12-31340677006
2013 : THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,038,116
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,462,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,462,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,521,241
Value of total assets at end of year2013-12-31$30,426,654
Value of total assets at beginning of year2013-12-31$26,850,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$92,094
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$750,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$646,212
Amount contributed by the employer to the plan for this plan year2013-12-31$646,212
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$874,637
Participant contributions at end of year2013-12-31$33,678
Participant contributions at beginning of year2013-12-31$30,232
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,575,878
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,426,654
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,850,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,777,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,463,260
Value of interest in pooled separate accounts at end of year2013-12-31$1,213,135
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,048,285
Interest earned on other investments2013-12-31$92,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,376,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,284,690
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$18,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,316,108
Net investment gain/loss from pooled separate accounts2013-12-31$108,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$646,212
Employer contributions (assets) at end of year2013-12-31$25,557
Employer contributions (assets) at beginning of year2013-12-31$24,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,443,858
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2013-12-31340677006
2012 : THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,161,319
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,295,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,295,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,506,670
Value of total assets at end of year2012-12-31$26,850,776
Value of total assets at beginning of year2012-12-31$23,984,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$323,553
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$644,616
Amount contributed by the employer to the plan for this plan year2012-12-31$644,616
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$833,894
Participant contributions at end of year2012-12-31$30,232
Participant contributions at beginning of year2012-12-31$26,224
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$28,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,866,202
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,850,776
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,984,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,463,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,153,216
Value of interest in pooled separate accounts at end of year2012-12-31$1,048,285
Value of interest in pooled separate accounts at beginning of year2012-12-31$859,526
Interest earned on other investments2012-12-31$323,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,284,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,921,970
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$100,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,240,196
Net investment gain/loss from pooled separate accounts2012-12-31$90,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$644,616
Employer contributions (assets) at end of year2012-12-31$24,309
Employer contributions (assets) at beginning of year2012-12-31$23,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,194,778
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2012-12-31340677006
2011 : THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$241,179
Total unrealized appreciation/depreciation of assets2011-12-31$241,179
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,619,045
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,714,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,714,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,575,408
Value of total assets at end of year2011-12-31$23,984,574
Value of total assets at beginning of year2011-12-31$24,080,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$85,210
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$864,987
Participant contributions at end of year2011-12-31$26,224
Participant contributions at beginning of year2011-12-31$30,462
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$94,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-95,640
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,984,574
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,080,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,153,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,324,636
Value of interest in pooled separate accounts at end of year2011-12-31$859,526
Value of interest in pooled separate accounts at beginning of year2011-12-31$696,569
Interest earned on other investments2011-12-31$85,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,921,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,005,601
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$33,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-378,203
Net investment gain/loss from pooled separate accounts2011-12-31$95,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$615,641
Employer contributions (assets) at end of year2011-12-31$23,638
Employer contributions (assets) at beginning of year2011-12-31$22,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,681,680
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2011-12-31340677006
2010 : THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$228,320
Total unrealized appreciation/depreciation of assets2010-12-31$228,320
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,576,586
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,133,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,133,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,426,057
Value of total assets at end of year2010-12-31$24,080,214
Value of total assets at beginning of year2010-12-31$21,636,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$71,264
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$823,412
Participant contributions at end of year2010-12-31$30,462
Participant contributions at beginning of year2010-12-31$24,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,443,295
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,080,214
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,636,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,324,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,399,014
Value of interest in pooled separate accounts at end of year2010-12-31$696,569
Value of interest in pooled separate accounts at beginning of year2010-12-31$559,850
Interest earned on other investments2010-12-31$71,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,005,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,630,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,767,408
Net investment gain/loss from pooled separate accounts2010-12-31$83,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$602,645
Employer contributions (assets) at end of year2010-12-31$22,946
Employer contributions (assets) at beginning of year2010-12-31$22,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,133,291
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2010-12-31340677006
2009 : THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN

2022: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365499
Policy instance 1
Insurance contract or identification number365499
Number of Individuals Covered331
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365499
Policy instance 1
Insurance contract or identification number365499
Number of Individuals Covered333
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365499
Policy instance 1
Insurance contract or identification number365499
Number of Individuals Covered341
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365499/365500
Policy instance 1
Insurance contract or identification number365499/365500
Number of Individuals Covered352
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365499/365500
Policy instance 1
Insurance contract or identification number365499/365500
Number of Individuals Covered357
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365499/365500
Policy instance 1
Insurance contract or identification number365499/365500
Number of Individuals Covered370
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365499/365500
Policy instance 1
Insurance contract or identification number365499/365500
Number of Individuals Covered378
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365499/365500
Policy instance 1
Insurance contract or identification number365499/365500
Number of Individuals Covered377
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365499/365500
Policy instance 1
Insurance contract or identification number365499/365500
Number of Individuals Covered359
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365499/365500
Policy instance 1
Insurance contract or identification number365499/365500
Number of Individuals Covered388
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365499/365500
Policy instance 1
Insurance contract or identification number365499/365500
Number of Individuals Covered333
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365499/365500
Policy instance 1
Insurance contract or identification number365499/365500
Number of Individuals Covered323
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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