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RUFFING MONTESSORI SCHOOL 403(B) PLAN 401k Plan overview

Plan NameRUFFING MONTESSORI SCHOOL 403(B) PLAN
Plan identification number 001

RUFFING MONTESSORI SCHOOL 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RUFFING MONTESSORI SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:RUFFING MONTESSORI SCHOOL
Employer identification number (EIN):340871936
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RUFFING MONTESSORI SCHOOL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01ANTHONY WARREN2024-10-03
0012022-07-01ANTHONY WARREN2024-04-12
0012021-07-01LORI COTICCHIA2022-11-21 LORI COTICCHIA2022-11-21
0012021-07-01LORI COTICCHIA2022-11-21 LORI COTICCHIA2022-11-21
0012020-07-01LORI COTICCHIA2021-11-19 LORI COTICCHIA2021-11-19
0012019-07-01LORI COTICCHIA2021-03-25 LORI COTICCHIA2021-03-25
0012018-07-01LORI A COTICCHIA2019-09-16 LORI A COTICCHIA2019-09-16
0012017-07-01LORI A COTICCHIA2018-10-02 LORI A COTICCHIA2018-10-02
0012016-07-01LORI A COTICCHIA2017-09-27 LORI A COTICCHIA2017-09-27
0012013-07-01LORI A COTICCHIA2014-10-10 LORI A COTICCHIA2014-10-10
0012012-07-01LORI A. COTICCHIA2014-01-16 LORI A. COTICCHIA2014-01-16
0012011-07-01LORI A. COTICCHIA2012-11-09 LORI A. COTICCHIA2012-11-09
0012010-07-01LORI COTICCHIA2012-01-11 LORI COTICCHIA2012-01-11

Plan Statistics for RUFFING MONTESSORI SCHOOL 403(B) PLAN

401k plan membership statisitcs for RUFFING MONTESSORI SCHOOL 403(B) PLAN

Measure Date Value
2025: RUFFING MONTESSORI SCHOOL 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-2046
Total number of particpants at end of year2025-10-2046
Number of Participants With Account Balances2025-10-2043
2024: RUFFING MONTESSORI SCHOOL 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0350
Total number of particpants at end of year2024-10-0346
Number of Participants With Account Balances2024-10-0341

Financial Data on RUFFING MONTESSORI SCHOOL 403(B) PLAN

Measure Date Value
2025 : RUFFING MONTESSORI SCHOOL 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-20174670
Net assets as of the end of the plan year2025-10-202905425
Total assets as of the beginning of the plan year2025-10-202402967
Value of plan covered by a fidelity bond2025-10-20300000
Participant contributions to plan in this plan year2025-10-20201912
Value of participant loans at end of plan year2025-10-2022700
Other contributions to plan in this plan year2025-10-207944
Other income to plan in this plan year2025-10-20358698
Plan net income in this plan year2025-10-20502458
Net assets as of the end of the plan year2025-10-202905425
Net assets as of the beginning of the plan year2025-10-202402967
Employer contributions to plan in this plan year2025-10-20108574
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-209646
2024 : RUFFING MONTESSORI SCHOOL 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-03360502
Net assets as of the end of the plan year2024-10-032402967
Total assets as of the beginning of the plan year2024-10-032075169
Value of plan covered by a fidelity bond2024-10-03300000
Participant contributions to plan in this plan year2024-10-03192246
Value of participant loans at end of plan year2024-10-0318862
Other contributions to plan in this plan year2024-10-0381398
Other income to plan in this plan year2024-10-03307655
Plan net income in this plan year2024-10-03327798
Net assets as of the end of the plan year2024-10-032402967
Net assets as of the beginning of the plan year2024-10-032075169
Employer contributions to plan in this plan year2024-10-03107001
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-037805

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