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RETIREMENT PLAN OF ETON ACADEMY 401k Plan overview

Plan NameRETIREMENT PLAN OF ETON ACADEMY
Plan identification number 001

RETIREMENT PLAN OF ETON ACADEMY 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ETON ACADEMY has sponsored the creation of one or more 401k plans.

Company Name:ETON ACADEMY
Employer identification number (EIN):382298096
NAIC Classification:611000

Additional information about ETON ACADEMY

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 701827

More information about ETON ACADEMY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF ETON ACADEMY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PETE PULLEN2023-09-25
0012021-01-01PEGGY MYSZKOWSKI2022-10-12
0012020-01-01PEGGY MYSZKOWSKI2021-10-01
0012019-01-01PEGGY MYSZKOWSKI2020-10-08
0012018-01-01PEGGY MYSZKOWSKI2019-10-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01NICHOLAS TRUYENS2013-05-29
0012011-01-01NICHOLAS TRUYENS2012-06-28
0012010-01-01NICHOLAS TRUYENS2011-07-28

Plan Statistics for RETIREMENT PLAN OF ETON ACADEMY

401k plan membership statisitcs for RETIREMENT PLAN OF ETON ACADEMY

Measure Date Value
2022: RETIREMENT PLAN OF ETON ACADEMY 2022 401k membership
Total participants, beginning-of-year2022-01-01118
Total number of active participants reported on line 7a of the Form 55002022-01-0152
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-0198
Total participants2022-01-0198
Number of participants with account balances2022-01-0198
2021: RETIREMENT PLAN OF ETON ACADEMY 2021 401k membership
Total participants, beginning-of-year2021-01-01133
Total number of active participants reported on line 7a of the Form 55002021-01-0160
Number of other retired or separated participants entitled to future benefits2021-01-0146
Total of all active and inactive participants2021-01-01106
Total participants2021-01-01106
Number of participants with account balances2021-01-01106
2020: RETIREMENT PLAN OF ETON ACADEMY 2020 401k membership
Total participants, beginning-of-year2020-01-01116
Total number of active participants reported on line 7a of the Form 55002020-01-0168
Number of other retired or separated participants entitled to future benefits2020-01-0159
Total of all active and inactive participants2020-01-01127
Total participants2020-01-01127
Number of participants with account balances2020-01-01127
2019: RETIREMENT PLAN OF ETON ACADEMY 2019 401k membership
Total participants, beginning-of-year2019-01-01145
Total number of active participants reported on line 7a of the Form 55002019-01-0168
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01118
Total participants2019-01-01118
Number of participants with account balances2019-01-01104
2018: RETIREMENT PLAN OF ETON ACADEMY 2018 401k membership
Total participants, beginning-of-year2018-01-01137
Total number of active participants reported on line 7a of the Form 55002018-01-0154
Number of other retired or separated participants entitled to future benefits2018-01-0168
Total of all active and inactive participants2018-01-01122
Total participants2018-01-01122
Number of participants with account balances2018-01-01119
2017: RETIREMENT PLAN OF ETON ACADEMY 2017 401k membership
Total participants, beginning-of-year2017-01-01128
Total number of active participants reported on line 7a of the Form 55002017-01-0151
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-01124
Total participants2017-01-01124
Number of participants with account balances2017-01-01111
2016: RETIREMENT PLAN OF ETON ACADEMY 2016 401k membership
Total participants, beginning-of-year2016-01-01122
Total number of active participants reported on line 7a of the Form 55002016-01-0138
Total of all active and inactive participants2016-01-0138
Total participants2016-01-0138
Number of participants with account balances2016-01-01107

Financial Data on RETIREMENT PLAN OF ETON ACADEMY

Measure Date Value
2022 : RETIREMENT PLAN OF ETON ACADEMY 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-455,110
Total of all expenses incurred2022-12-31$129,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$129,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$225,135
Value of total assets at end of year2022-12-31$4,500,877
Value of total assets at beginning of year2022-12-31$5,085,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25
Total interest from all sources2022-12-31$10,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$350,000
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$107,163
Participant contributions at end of year2022-12-31$8,601
Participant contributions at beginning of year2022-12-31$10,891
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$4,254
Other income not declared elsewhere2022-12-31$36,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-584,650
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,500,877
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,085,527
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$3,082,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,743,596
Value of interest in pooled separate accounts at end of year2022-12-31$169,450
Value of interest in pooled separate accounts at beginning of year2022-12-31$150,413
Interest on participant loans2022-12-31$419
Interest earned on other investments2022-12-31$10,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,240,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,171,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-739,576
Net investment gain/loss from pooled separate accounts2022-12-31$12,366
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$117,972
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$4,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$129,515
Contract administrator fees2022-12-31$25
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31JANZ & KNIGHT, PLC
Accountancy firm EIN2022-12-31381458667
2021 : RETIREMENT PLAN OF ETON ACADEMY 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$880,887
Total of all expenses incurred2021-12-31$343,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$343,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$271,422
Value of total assets at end of year2021-12-31$5,085,527
Value of total assets at beginning of year2021-12-31$4,548,356
Total interest from all sources2021-12-31$39,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$350,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$147,042
Participant contributions at end of year2021-12-31$10,891
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$4,254
Participant contributions at beginning of year2021-12-31$0
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$537,171
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,085,527
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,548,356
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$3,743,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,336,784
Value of interest in pooled separate accounts at end of year2021-12-31$150,413
Value of interest in pooled separate accounts at beginning of year2021-12-31$121,945
Interest on participant loans2021-12-31$245
Interest earned on other investments2021-12-31$38,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,171,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,089,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$548,138
Net investment gain/loss from pooled separate accounts2021-12-31$22,280
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$124,380
Employer contributions (assets) at end of year2021-12-31$4,969
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$343,716
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31JANZ & KNIGHT, PLC
Accountancy firm EIN2021-12-31381458667
2020 : RETIREMENT PLAN OF ETON ACADEMY 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$940,198
Total of all expenses incurred2020-12-31$294,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$294,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$363,219
Value of total assets at end of year2020-12-31$4,548,356
Value of total assets at beginning of year2020-12-31$3,902,303
Total interest from all sources2020-12-31$40,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$350,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$217,332
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$646,053
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,548,356
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,902,303
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$3,336,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,631,238
Value of interest in pooled separate accounts at end of year2020-12-31$121,945
Value of interest in pooled separate accounts at beginning of year2020-12-31$199,958
Interest earned on other investments2020-12-31$40,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,089,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,071,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$537,723
Net investment gain/loss from pooled separate accounts2020-12-31$-1,639
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$145,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$294,145
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31JANZ & KNIGHT, PLC
Accountancy firm EIN2020-12-31381458667
2019 : RETIREMENT PLAN OF ETON ACADEMY 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$848,528
Total of all expenses incurred2019-12-31$504,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$504,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$263,593
Value of total assets at end of year2019-12-31$3,902,303
Value of total assets at beginning of year2019-12-31$3,558,514
Total interest from all sources2019-12-31$39,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$350,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$117,151
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$343,789
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,902,303
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,558,514
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$2,631,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,346,414
Value of interest in pooled separate accounts at end of year2019-12-31$199,958
Value of interest in pooled separate accounts at beginning of year2019-12-31$198,249
Interest earned on other investments2019-12-31$39,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,071,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,013,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$534,598
Net investment gain/loss from pooled separate accounts2019-12-31$10,629
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$146,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$504,739
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31JANZ & KNIGHT, PLC
Accountancy firm EIN2019-12-31381458667
2018 : RETIREMENT PLAN OF ETON ACADEMY 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$71,010
Total of all expenses incurred2018-12-31$129,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$129,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$212,965
Value of total assets at end of year2018-12-31$3,558,514
Value of total assets at beginning of year2018-12-31$3,617,055
Total interest from all sources2018-12-31$38,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$350,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$84,674
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-58,541
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,558,514
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,617,055
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$2,346,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,463,841
Value of interest in pooled separate accounts at end of year2018-12-31$198,249
Value of interest in pooled separate accounts at beginning of year2018-12-31$182,513
Interest earned on other investments2018-12-31$38,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,013,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$970,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-189,750
Net investment gain/loss from pooled separate accounts2018-12-31$8,868
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$124,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$129,551
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31JANZ & KNIGHT, PLC
Accountancy firm EIN2018-12-31381458667
2017 : RETIREMENT PLAN OF ETON ACADEMY 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$618,838
Total of all expenses incurred2017-12-31$188,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$188,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$160,623
Value of total assets at end of year2017-12-31$3,617,055
Value of total assets at beginning of year2017-12-31$3,186,978
Total interest from all sources2017-12-31$36,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$350,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$45,348
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,837
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
Income. Non cash contributions2017-12-31$507
Value of net income/loss2017-12-31$430,077
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,617,055
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,186,978
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$2,463,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,082,335
Value of interest in pooled separate accounts at end of year2017-12-31$182,513
Value of interest in pooled separate accounts at beginning of year2017-12-31$175,520
Interest earned on other investments2017-12-31$36,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$970,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$929,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$413,879
Net investment gain/loss from pooled separate accounts2017-12-31$7,584
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$110,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$188,761
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31JANZ & KNIGHT, PLC
Accountancy firm EIN2017-12-31381458667
2016 : RETIREMENT PLAN OF ETON ACADEMY 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$379,017
Total of all expenses incurred2016-12-31$280,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$280,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$206,397
Value of total assets at end of year2016-12-31$3,186,978
Value of total assets at beginning of year2016-12-31$3,088,957
Total interest from all sources2016-12-31$37,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$80,913
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,763
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$98,021
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,186,978
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,088,957
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$2,082,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,087,835
Value of interest in pooled separate accounts at end of year2016-12-31$175,520
Value of interest in pooled separate accounts at beginning of year2016-12-31$163,850
Interest earned on other investments2016-12-31$37,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$929,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$837,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$126,322
Net investment gain/loss from pooled separate accounts2016-12-31$8,604
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$121,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$280,996
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31JANZ & KNIGHT, PLC
Accountancy firm EIN2016-12-31381458667

Form 5500 Responses for RETIREMENT PLAN OF ETON ACADEMY

2022: RETIREMENT PLAN OF ETON ACADEMY 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: RETIREMENT PLAN OF ETON ACADEMY 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: RETIREMENT PLAN OF ETON ACADEMY 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: RETIREMENT PLAN OF ETON ACADEMY 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: RETIREMENT PLAN OF ETON ACADEMY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: RETIREMENT PLAN OF ETON ACADEMY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: RETIREMENT PLAN OF ETON ACADEMY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number385345
Policy instance 2
Insurance contract or identification number385345
Number of Individuals Covered52
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number385344
Policy instance 1
Insurance contract or identification number385344
Number of Individuals Covered92
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number385345
Policy instance 2
Insurance contract or identification number385345
Number of Individuals Covered50
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number385344
Policy instance 1
Insurance contract or identification number385344
Number of Individuals Covered101
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number385345
Policy instance 2
Insurance contract or identification number385345
Number of Individuals Covered48
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number385344
Policy instance 1
Insurance contract or identification number385344
Number of Individuals Covered101
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number385345
Policy instance 2
Insurance contract or identification number385345
Number of Individuals Covered46
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number385344
Policy instance 1
Insurance contract or identification number385344
Number of Individuals Covered98
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number385345
Policy instance 2
Insurance contract or identification number385345
Number of Individuals Covered45
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number385344
Policy instance 1
Insurance contract or identification number385344
Number of Individuals Covered105
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number385345
Policy instance 2
Insurance contract or identification number385345
Number of Individuals Covered45
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number385344
Policy instance 1
Insurance contract or identification number385344
Number of Individuals Covered99
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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