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| Plan Name | WEST SIDE MONTESSORI RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | WEST SIDE MONTESSORI CENTER |
| Employer identification number (EIN): | 341361519 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-07-01 | JENNIFER SCHOEPF | 2024-01-11 | ||
| 001 | 2021-07-01 | JENNIFER SCHOEPF | 2023-03-21 | ||
| 001 | 2020-07-01 | JENNIFER SCHOEPF | 2021-11-12 | ||
| 001 | 2020-07-01 | JENNIFER SCHOEPF | 2023-01-23 | ||
| 001 | 2019-07-01 | JENNIFER SCHOEPF | 2021-04-15 | ||
| 001 | 2018-07-01 | JENNIFER SCHOEPF | 2020-06-08 | ||
| 001 | 2017-07-01 | E. LYNN FISHER | 2019-02-15 | ||
| 001 | 2016-07-01 | E. LYNN FISHER | 2018-03-27 | ||
| 001 | 2015-07-01 | E. LYNN FISHER | 2017-04-11 | ||
| 001 | 2014-07-01 | E. LYNN FISHER | 2016-04-14 | ||
| 001 | 2013-07-01 | E. LYNN FISHER | 2015-04-14 | ||
| 001 | 2012-07-01 | E. LYNN FISHER | 2014-02-26 | ||
| 001 | 2011-07-01 | E. LYNN FISHER | 2013-04-09 | ||
| 001 | 2010-07-01 | LYNN FISHER | 2012-01-18 | ||
| 001 | 2009-07-01 | E. LYNN FISHER |
| Measure | Date | Value |
|---|---|---|
| 2025 : WEST SIDE MONTESSORI RETIREMENT PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-03-05 | 305163 |
| Net assets as of the end of the plan year | 2025-03-05 | 2955993 |
| Total assets as of the beginning of the plan year | 2025-03-05 | 2688162 |
| Value of plan covered by a fidelity bond | 2025-03-05 | 350000 |
| Participant contributions to plan in this plan year | 2025-03-05 | 81393 |
| Value of participant loans at end of plan year | 2025-03-05 | 9262 |
| Other expenses paid from plan in this plan year | 2025-03-05 | 8356 |
| Other income to plan in this plan year | 2025-03-05 | 491601 |
| Plan net income in this plan year | 2025-03-05 | 267831 |
| Net assets as of the end of the plan year | 2025-03-05 | 2955993 |
| Net assets as of the beginning of the plan year | 2025-03-05 | 2688162 |
| 2010 : WEST SIDE MONTESSORI RETIREMENT PLAN 2010 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
| 2009: WEST SIDE MONTESSORI RETIREMENT PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
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