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| Plan Name | AVERY COONLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | AVERY COONLEY SCHOOL |
| Employer identification number (EIN): | 362171680 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-07-01 | GERALDINE WHITE | 2024-10-04 | ||
| 001 | 2022-07-01 | GERALDINE WHITE | 2023-11-28 | ||
| 001 | 2021-07-01 | PETER A. BROWN | 2022-09-22 | ||
| 001 | 2020-07-01 | PETER A. BROWN | 2021-10-13 | ||
| 001 | 2019-07-01 | PETER A. BROWN | 2020-12-22 | ||
| 001 | 2018-07-01 | PETER A. BROWN | 2019-11-11 | ||
| 001 | 2017-07-01 | PETER A. BROWN | 2018-11-01 | ||
| 001 | 2016-07-01 | ||||
| 001 | 2015-07-01 | PETER A. BROWN | 2016-11-09 | ||
| 001 | 2014-07-01 | PETER A. BROWN | 2015-12-02 | ||
| 001 | 2013-07-01 | MARY KAY MARKUNAS | 2014-12-12 | ||
| 001 | 2012-07-01 | MARY KAY MARKUNAS | 2014-01-22 | ||
| 001 | 2011-07-01 | MARY KAY MARKUNAS | 2013-01-28 | ||
| 001 | 2010-07-01 | MARY KAY MARKUNAS | 2012-01-26 |
| Measure | Date | Value |
|---|---|---|
| 2024 : AVERY COONLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-04 | 1967718 |
| Net assets as of the end of the plan year | 2024-10-04 | 18364496 |
| Total assets as of the beginning of the plan year | 2024-10-04 | 14906621 |
| Participant contributions to plan in this plan year | 2024-10-04 | 481780 |
| Value of participant loans at end of plan year | 2024-10-04 | 1809 |
| Other expenses paid from plan in this plan year | 2024-10-04 | 32792 |
| Other contributions to plan in this plan year | 2024-10-04 | 104072 |
| Other income to plan in this plan year | 2024-10-04 | 4609094 |
| Plan net income in this plan year | 2024-10-04 | 3457875 |
| Net assets as of the end of the plan year | 2024-10-04 | 18364496 |
| Net assets as of the beginning of the plan year | 2024-10-04 | 14906621 |
| Employer contributions to plan in this plan year | 2024-10-04 | 230647 |
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