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TAX DEFERRED ANNUITY PLAN OF RONALD KNOX MONTESSORI SCHOOL 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF RONALD KNOX MONTESSORI SCHOOL
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF RONALD KNOX MONTESSORI SCHOOL 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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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

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

Company Name:RONALD KNOX MONTESSORI SCHOOL
Employer identification number (EIN):362516437
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF RONALD KNOX MONTESSORI SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ELEANOR LIPINSKI2024-07-30
0012022-01-01ELEANOR LIPINSKI2023-08-18
0012021-01-01ELEANOR LIPINSKI2022-07-28
0012020-01-01ELEANOR LIPINSKI2021-08-13
0012019-01-01ELEANOR LIPINSKI2020-07-30
0012018-01-01ELEANOR LIPINSKI2019-10-02
0012017-01-01ELEANOR LIPINSKI2018-10-11 ELEANOR LIPINSKI2018-10-11
0012016-01-01ELEANOR LIPINSKI2017-10-09 ELEANOR LIPINSKI2017-10-09
0012015-01-01ELEANOR LIPINSKI2016-07-18 ELEANOR LIPINSKI2016-07-18
0012014-01-01ELEANOR LIPINSKI2015-07-07 ELEANOR LIPINSKI2015-07-07
0012013-01-01ELEANOR LIPINSKI2014-07-01 ELEANOR LIPINSKI2014-07-01
0012012-01-01ELEANOR LIPINSKI2013-04-25 ELEANOR LIPINSKI2013-04-25
0012011-01-01BLYTHE E. SILVA2012-06-19
0012010-01-01BLYTHE SILVA2011-10-17

Financial Data on TAX DEFERRED ANNUITY PLAN OF RONALD KNOX MONTESSORI SCHOOL

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF RONALD KNOX MONTESSORI SCHOOL 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-080
Total liabilities as of the end of the plan year2025-07-080
Total liabilities as of the beginning of the plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-0843
Net assets as of the end of the plan year2025-07-081021985
Total assets as of the beginning of the plan year2025-07-08815848
Value of plan covered by a fidelity bond2025-07-0880000
Participant contributions to plan in this plan year2025-07-0852181
Other expenses paid from plan in this plan year2025-07-080
Other contributions to plan in this plan year2025-07-0823365
Other income to plan in this plan year2025-07-08111884
Plan net income in this plan year2025-07-08206137
Net assets as of the end of the plan year2025-07-081021985
Net assets as of the beginning of the plan year2025-07-08815848
Employer contributions to plan in this plan year2025-07-0818750
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0843
2024 : TAX DEFERRED ANNUITY PLAN OF RONALD KNOX MONTESSORI SCHOOL 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-300
Total liabilities as of the end of the plan year2024-07-300
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-300
Net assets as of the end of the plan year2024-07-30815848
Total assets as of the beginning of the plan year2024-07-30495922
Value of plan covered by a fidelity bond2024-07-3030000
Participant contributions to plan in this plan year2024-07-3053101
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-30249031
Plan net income in this plan year2024-07-30319926
Net assets as of the end of the plan year2024-07-30815848
Net assets as of the beginning of the plan year2024-07-30495922
Employer contributions to plan in this plan year2024-07-3017794
Fees paid to broker by Benefit Provider2024-07-3098
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-300

Potentially related plans

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