401k Plan data: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN plan

CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN
Plan identification number	001

CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

CHARTER SCHOOL SERVICES OF MICHIGAN, INC. has sponsored the creation of one or more 401k plans.

Company Name: CHARTER SCHOOL SERVICES OF MICHIGAN, INC.

Employer identification number (EIN): 383720787

NAIC Classification: 611000

Additional information about CHARTER SCHOOL SERVICES OF MICHIGAN, INC.

Jurisdiction of Incorporation: Michigan Secretary of State

Incorporation Date: 0000-00-00

Company Identification Number: 797385

Legal Registered Office Address: 196 CESAR E CHAVEZ AVE PONTIAC 483430598

United States of America (USA)

More information about CHARTER SCHOOL SERVICES OF MICHIGAN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 VENKAT SARIPALLI 2022-09-08
001 2020-01-01 VENKAT SARIPALLI 2021-08-27
001 2019-01-01 VENKAT SARIPALLI 2020-10-14 ERICA R. GOLDSTON 2020-10-14
001 2018-01-01 VENKAT SARIPALLI 2019-09-18 ERICA GOLDSTON 2019-09-18
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 VENKAT SARIPALLI VENKAT SARIPALLI 2015-10-09
001 2013-01-01 RICHARD POWELL
001 2012-01-01 RICHARD POWELL
001 2011-01-01 RICHARD POWELL
001 2010-01-01 CARNITA DAVIS
001 2009-01-01 NATALIE HARGETT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01	VENKAT SARIPALLI	2022-09-08
001	2020-01-01	VENKAT SARIPALLI	2021-08-27
001	2019-01-01	VENKAT SARIPALLI	2020-10-14	ERICA R. GOLDSTON	2020-10-14
001	2018-01-01	VENKAT SARIPALLI	2019-09-18	ERICA GOLDSTON	2019-09-18
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	VENKAT SARIPALLI		VENKAT SARIPALLI	2015-10-09
001	2013-01-01	RICHARD POWELL
001	2012-01-01	RICHARD POWELL
001	2011-01-01	RICHARD POWELL
001	2010-01-01	CARNITA DAVIS
001	2009-01-01	NATALIE HARGETT

Plan Statistics for CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN

401k plan membership statisitcs for CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN

Measure Date Value
2021: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 63
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 33
Total of all active and inactive participants 2021-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 96
Number of participants with account balances 2021-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 68
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 35
Total of all active and inactive participants 2020-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 103
Number of participants with account balances 2020-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 76
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 46
Total of all active and inactive participants 2019-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 122
Number of participants with account balances 2019-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 78
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 43
Total of all active and inactive participants 2018-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 121
Number of participants with account balances 2018-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 21
2017: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 93
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 23
Total of all active and inactive participants 2017-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 116
Number of participants with account balances 2017-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 27
2016: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 105
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 50
Total of all active and inactive participants 2016-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 155
Number of participants with account balances 2016-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 13
2015: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 108
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 30
Total of all active and inactive participants 2015-01-01 138
Total participants 2015-01-01 138
Number of participants with account balances 2015-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 93
Number of other retired or separated participants entitled to future benefits 2014-01-01 47
Total of all active and inactive participants 2014-01-01 140
Total participants 2014-01-01 140
Number of participants with account balances 2014-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 129
Number of other retired or separated participants entitled to future benefits 2013-01-01 46
Total of all active and inactive participants 2013-01-01 175
Total participants 2013-01-01 175
Number of participants with account balances 2013-01-01 101
2012: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 122
Number of other retired or separated participants entitled to future benefits 2012-01-01 35
Total of all active and inactive participants 2012-01-01 157
Total participants 2012-01-01 157
Number of participants with account balances 2012-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 159
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 27
Total of all active and inactive participants 2011-01-01 189
Total participants 2011-01-01 189
Number of participants with account balances 2011-01-01 108
2010: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 218
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 30
Total of all active and inactive participants 2010-01-01 249
Total participants 2010-01-01 249
Number of participants with account balances 2010-01-01 104
2009: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 187
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 33
Total of all active and inactive participants 2009-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 222
Number of participants with account balances 2009-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	63
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	33
Total of all active and inactive participants	2021-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	96
Number of participants with account balances	2021-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	68
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	35
Total of all active and inactive participants	2020-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	103
Number of participants with account balances	2020-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	76
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	46
Total of all active and inactive participants	2019-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	122
Number of participants with account balances	2019-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	78
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	43
Total of all active and inactive participants	2018-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	121
Number of participants with account balances	2018-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	21
2017: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	93
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	23
Total of all active and inactive participants	2017-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	116
Number of participants with account balances	2017-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	27
2016: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	105
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	50
Total of all active and inactive participants	2016-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	155
Number of participants with account balances	2016-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	13
2015: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	108
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	30
Total of all active and inactive participants	2015-01-01	138
Total participants	2015-01-01	138
Number of participants with account balances	2015-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	93
Number of other retired or separated participants entitled to future benefits	2014-01-01	47
Total of all active and inactive participants	2014-01-01	140
Total participants	2014-01-01	140
Number of participants with account balances	2014-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	129
Number of other retired or separated participants entitled to future benefits	2013-01-01	46
Total of all active and inactive participants	2013-01-01	175
Total participants	2013-01-01	175
Number of participants with account balances	2013-01-01	101
2012: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	122
Number of other retired or separated participants entitled to future benefits	2012-01-01	35
Total of all active and inactive participants	2012-01-01	157
Total participants	2012-01-01	157
Number of participants with account balances	2012-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	159
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	27
Total of all active and inactive participants	2011-01-01	189
Total participants	2011-01-01	189
Number of participants with account balances	2011-01-01	108
2010: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	218
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	30
Total of all active and inactive participants	2010-01-01	249
Total participants	2010-01-01	249
Number of participants with account balances	2010-01-01	104
2009: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	187
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	33
Total of all active and inactive participants	2009-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	222
Number of participants with account balances	2009-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN

Measure	Date	Value
2021 : CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$443,753
Total of all expenses incurred	2021-12-31	$92,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$85,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$196,539
Value of total assets at end of year	2021-12-31	$2,317,000
Value of total assets at beginning of year	2021-12-31	$1,965,710
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$7,137
Total interest from all sources	2021-12-31	$1,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$196,571
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$104,752
Participant contributions at end of year	2021-12-31	$28,926
Participant contributions at beginning of year	2021-12-31	$38,505
Participant contributions at end of year	2021-12-31	$4,494
Participant contributions at beginning of year	2021-12-31	$4,030
Administrative expenses (other) incurred	2021-12-31	$7,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$351,290
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,317,000
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,965,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$2,279,466
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,918,708
Interest on participant loans	2021-12-31	$1,939
Interest earned on other investments	2021-12-31	$44
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$912
Net investment gain/loss from pooled separate accounts	2021-12-31	$245,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$91,787
Employer contributions (assets) at end of year	2021-12-31	$3,193
Employer contributions (assets) at beginning of year	2021-12-31	$3,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$85,326
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	YEO & YEO, P.C.
Accountancy firm EIN	2021-12-31	382706146
2020 : CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$421,181
Total of all expenses incurred	2020-12-31	$97,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$83,105
Expenses. Certain deemed distributions of participant loans	2020-12-31	$849
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$198,765
Value of total assets at end of year	2020-12-31	$1,965,710
Value of total assets at beginning of year	2020-12-31	$1,641,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$13,311
Total interest from all sources	2020-12-31	$2,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$164,179
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$109,710
Participant contributions at end of year	2020-12-31	$38,505
Participant contributions at beginning of year	2020-12-31	$48,840
Participant contributions at end of year	2020-12-31	$4,030
Participant contributions at beginning of year	2020-12-31	$4,601
Administrative expenses (other) incurred	2020-12-31	$13,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$323,916
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,965,710
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,641,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,918,708
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,584,849
Interest on participant loans	2020-12-31	$2,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$233
Net investment gain/loss from pooled separate accounts	2020-12-31	$219,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$89,055
Employer contributions (assets) at end of year	2020-12-31	$3,555
Employer contributions (assets) at beginning of year	2020-12-31	$3,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$83,105
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	YEO & YEO, P.C.
Accountancy firm EIN	2020-12-31	382706146
2019 : CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$458,923
Total of all expenses incurred	2019-12-31	$177,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$161,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$170,400
Value of total assets at end of year	2019-12-31	$1,641,794
Value of total assets at beginning of year	2019-12-31	$1,360,745
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,810
Total interest from all sources	2019-12-31	$3,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$136,075
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$90,994
Participant contributions at end of year	2019-12-31	$48,840
Participant contributions at beginning of year	2019-12-31	$52,702
Participant contributions at end of year	2019-12-31	$4,601
Participant contributions at beginning of year	2019-12-31	$3,287
Other income not declared elsewhere	2019-12-31	$813
Administrative expenses (other) incurred	2019-12-31	$16,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$281,049
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,641,794
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,360,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,584,849
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,301,653
Interest on participant loans	2019-12-31	$3,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$233
Net investment gain/loss from pooled separate accounts	2019-12-31	$284,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$79,406
Employer contributions (assets) at end of year	2019-12-31	$3,271
Employer contributions (assets) at beginning of year	2019-12-31	$3,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$161,064
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	YEO & YEO, P.C.
Accountancy firm EIN	2019-12-31	382706146
2018 : CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$111,375
Total of all expenses incurred	2018-12-31	$278,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$259,447
Expenses. Certain deemed distributions of participant loans	2018-12-31	$2,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$198,954
Value of total assets at end of year	2018-12-31	$1,360,745
Value of total assets at beginning of year	2018-12-31	$1,528,050
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$16,460
Total interest from all sources	2018-12-31	$2,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$152,805
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$120,314
Participant contributions at end of year	2018-12-31	$52,702
Participant contributions at beginning of year	2018-12-31	$29,745
Participant contributions at end of year	2018-12-31	$3,287
Participant contributions at beginning of year	2018-12-31	$3,446
Administrative expenses (other) incurred	2018-12-31	$16,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-167,305
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,360,745
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,528,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,301,653
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,491,759
Interest on participant loans	2018-12-31	$2,465
Net investment gain/loss from pooled separate accounts	2018-12-31	$-90,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$78,640
Employer contributions (assets) at end of year	2018-12-31	$3,103
Employer contributions (assets) at beginning of year	2018-12-31	$3,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$259,447
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	YEO & YEO, P.C.
Accountancy firm EIN	2018-12-31	382706146
2017 : CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$373,326
Total of all expenses incurred	2017-12-31	$215,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$195,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$156,520
Value of total assets at end of year	2017-12-31	$1,528,050
Value of total assets at beginning of year	2017-12-31	$1,370,471
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,833
Total interest from all sources	2017-12-31	$1,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$137,047
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$89,149
Participant contributions at end of year	2017-12-31	$29,745
Participant contributions at beginning of year	2017-12-31	$58,545
Participant contributions at end of year	2017-12-31	$3,446
Participant contributions at beginning of year	2017-12-31	$3,311
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$5,036
Administrative expenses (other) incurred	2017-12-31	$19,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$157,579
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,528,050
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,370,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,491,759
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,306,560
Interest on participant loans	2017-12-31	$1,896
Net investment gain/loss from pooled separate accounts	2017-12-31	$214,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$62,335
Employer contributions (assets) at end of year	2017-12-31	$3,100
Employer contributions (assets) at beginning of year	2017-12-31	$2,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$195,914
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	YEO & YEO, PC
Accountancy firm EIN	2017-12-31	382706146
2016 : CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$219,392
Total of all expenses incurred	2016-12-31	$285,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$271,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$141,339
Value of total assets at end of year	2016-12-31	$1,370,471
Value of total assets at beginning of year	2016-12-31	$1,436,494
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$13,417
Total interest from all sources	2016-12-31	$3,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$7,255
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$137,047
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$82,348
Participant contributions at end of year	2016-12-31	$58,545
Participant contributions at beginning of year	2016-12-31	$69,353
Participant contributions at end of year	2016-12-31	$3,311
Participant contributions at beginning of year	2016-12-31	$3,326
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$3,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-66,023
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,370,471
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,436,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,306,560
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,361,405
Interest on participant loans	2016-12-31	$3,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$74,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$55,282
Employer contributions (assets) at end of year	2016-12-31	$2,055
Employer contributions (assets) at beginning of year	2016-12-31	$2,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$271,998
Contract administrator fees	2016-12-31	$6,162
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	YEO & YEO, PC
Accountancy firm EIN	2016-12-31	382706146
2015 : CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$72
Total income from all sources (including contributions)	2015-12-31	$130,557
Total of all expenses incurred	2015-12-31	$95,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$74,879
Expenses. Certain deemed distributions of participant loans	2015-12-31	$8,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$142,606
Value of total assets at end of year	2015-12-31	$1,436,494
Value of total assets at beginning of year	2015-12-31	$1,401,094
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$11,807
Total interest from all sources	2015-12-31	$1,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$60,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$86,258
Participant contributions at end of year	2015-12-31	$69,353
Participant contributions at beginning of year	2015-12-31	$20,459
Participant contributions at end of year	2015-12-31	$3,326
Participant contributions at beginning of year	2015-12-31	$3,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$72
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$35,472
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,436,494
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,401,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,361,405
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,233,795
Interest on participant loans	2015-12-31	$1,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$141,402
Net investment gain/loss from pooled separate accounts	2015-12-31	$-13,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$56,348
Employer contributions (assets) at end of year	2015-12-31	$2,410
Employer contributions (assets) at beginning of year	2015-12-31	$2,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$74,879
Contract administrator fees	2015-12-31	$11,807
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	YEO & YEO, PC
Accountancy firm EIN	2015-12-31	382706146
2014 : CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$72
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$72
Total income from all sources (including contributions)	2014-12-31	$267,016
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$610,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$595,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$193,024
Value of total assets at end of year	2014-12-31	$1,401,094
Value of total assets at beginning of year	2014-12-31	$1,744,808
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$15,658
Total interest from all sources	2014-12-31	$3,534
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$118,674
Participant contributions at end of year	2014-12-31	$20,459
Participant contributions at beginning of year	2014-12-31	$19,432
Participant contributions at end of year	2014-12-31	$3,334
Participant contributions at beginning of year	2014-12-31	$5,716
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$72
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$72
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-343,714
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,401,022
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,744,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,233,795
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,501,713
Interest on participant loans	2014-12-31	$680
Interest earned on other investments	2014-12-31	$2,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$141,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$214,500
Net investment gain/loss from pooled separate accounts	2014-12-31	$70,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$74,350
Employer contributions (assets) at end of year	2014-12-31	$2,104
Employer contributions (assets) at beginning of year	2014-12-31	$3,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$595,072
Contract administrator fees	2014-12-31	$15,658
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	YEO & YEO, PC
Accountancy firm EIN	2014-12-31	382706146
2013 : CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$72
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$459,466
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$117,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$99,174
Expenses. Certain deemed distributions of participant loans	2013-12-31	$3,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$238,123
Value of total assets at end of year	2013-12-31	$1,744,808
Value of total assets at beginning of year	2013-12-31	$1,402,382
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$14,378
Total interest from all sources	2013-12-31	$4,260
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$141,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$148,282
Participant contributions at end of year	2013-12-31	$19,432
Participant contributions at beginning of year	2013-12-31	$18,369
Participant contributions at end of year	2013-12-31	$5,716
Participant contributions at beginning of year	2013-12-31	$12,488
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$1,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$72
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$342,354
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,744,736
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,402,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,501,713
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,157,871
Interest on participant loans	2013-12-31	$1,092
Interest earned on other investments	2013-12-31	$3,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$214,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$203,285
Net investment gain/loss from pooled separate accounts	2013-12-31	$217,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$89,841
Employer contributions (assets) at end of year	2013-12-31	$3,447
Employer contributions (assets) at beginning of year	2013-12-31	$8,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$99,174
Contract administrator fees	2013-12-31	$14,378
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	YEO & YEO, PC
Accountancy firm EIN	2013-12-31	382706146
2012 : CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2012 401k financial data
Total transfer of assets from this plan	2012-12-31	$272,950
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$691
Total income from all sources (including contributions)	2012-12-31	$414,538
Total of all expenses incurred	2012-12-31	$189,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$174,666
Expenses. Certain deemed distributions of participant loans	2012-12-31	$143
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$285,288
Value of total assets at end of year	2012-12-31	$1,402,382
Value of total assets at beginning of year	2012-12-31	$1,451,360
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$15,066
Total interest from all sources	2012-12-31	$4,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$15,066
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$141,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$180,232
Participant contributions at end of year	2012-12-31	$18,369
Participant contributions at beginning of year	2012-12-31	$31,415
Participant contributions at end of year	2012-12-31	$12,488
Participant contributions at beginning of year	2012-12-31	$8,369
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$1,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$224,663
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,402,382
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,450,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,157,871
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,214,375
Interest on participant loans	2012-12-31	$1,236
Interest earned on other investments	2012-12-31	$3,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$203,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$192,589
Net investment gain/loss from pooled separate accounts	2012-12-31	$124,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$105,056
Employer contributions (assets) at end of year	2012-12-31	$8,428
Employer contributions (assets) at beginning of year	2012-12-31	$4,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$174,666
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	YEO & YEO, PC
Accountancy firm EIN	2012-12-31	382706146
2011 : CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$691
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$528
Total income from all sources (including contributions)	2011-12-31	$261,022
Total of all expenses incurred	2011-12-31	$195,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$181,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$296,470
Value of total assets at end of year	2011-12-31	$1,451,360
Value of total assets at beginning of year	2011-12-31	$1,386,134
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$14,692
Total interest from all sources	2011-12-31	$5,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$60,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$191,353
Participant contributions at end of year	2011-12-31	$31,415
Participant contributions at beginning of year	2011-12-31	$30,044
Participant contributions at end of year	2011-12-31	$8,369
Participant contributions at beginning of year	2011-12-31	$6,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$691
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$528
Other income not declared elsewhere	2011-12-31	$-2,274
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$65,063
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,450,669
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,385,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,214,375
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,190,620
Interest on participant loans	2011-12-31	$1,484
Interest earned on other investments	2011-12-31	$4,039
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$192,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$155,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-38,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$105,117
Employer contributions (assets) at end of year	2011-12-31	$4,612
Employer contributions (assets) at beginning of year	2011-12-31	$4,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$181,267
Contract administrator fees	2011-12-31	$14,692
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	YEO & YEO, PC
Accountancy firm EIN	2011-12-31	382706146
2010 : CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$528
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$123
Total income from all sources (including contributions)	2010-12-31	$385,518
Total of all expenses incurred	2010-12-31	$193,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$173,424
Expenses. Certain deemed distributions of participant loans	2010-12-31	$4,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$237,010
Value of total assets at end of year	2010-12-31	$1,386,134
Value of total assets at beginning of year	2010-12-31	$1,193,613
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$15,009
Total interest from all sources	2010-12-31	$1,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$60,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$137,976
Participant contributions at end of year	2010-12-31	$30,044
Participant contributions at beginning of year	2010-12-31	$24,734
Participant contributions at end of year	2010-12-31	$6,170
Participant contributions at beginning of year	2010-12-31	$11,506
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$3
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$2,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$528
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$192,116
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,385,606
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,193,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,190,620
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,030,715
Interest on participant loans	2010-12-31	$1,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$155,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$116,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$146,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$99,031
Employer contributions (assets) at end of year	2010-12-31	$4,002
Employer contributions (assets) at beginning of year	2010-12-31	$8,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$173,424
Contract administrator fees	2010-12-31	$15,009
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	YEO & YEO, PC
Accountancy firm EIN	2010-12-31	382706146

Form 5500 Responses for CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN

2021: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CHARTER SCHOOL SERVICES OF MICHIGAN, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813790

Policy instance

Insurance contract or identification number	813790
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813790

Policy instance

Insurance contract or identification number	813790
Number of Individuals Covered	91
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $6,452
Total amount of fees paid to insurance company	USD $777
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,452
Insurance broker organization code?	3
Amount paid for insurance broker fees	777
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813790

Policy instance

Insurance contract or identification number	813790
Number of Individuals Covered	113
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $7,390
Total amount of fees paid to insurance company	USD $718
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,390
Insurance broker organization code?	3
Amount paid for insurance broker fees	718
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813790

Policy instance

Insurance contract or identification number	813790
Number of Individuals Covered	79
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $6,967
Total amount of fees paid to insurance company	USD $680
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $6,967
Insurance broker organization code?	3
Amount paid for insurance broker fees	680
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker name	MICHIGAN BENEFIT CONSULTING, INC.

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Company Name:	CHARTER SCHOOL SERVICES OF MICHIGAN, INC.
Employer identification number (EIN):	383720787
NAIC Classification:	611000

Jurisdiction of Incorporation:	Michigan Secretary of State
Incorporation Date:	0000-00-00
Company Identification Number:	797385
Legal Registered Office Address:	196 CESAR E CHAVEZ AVE PONTIAC 483430598 United States of America (USA)