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EMPLOYEE BENEFIT PLAN OF CHAPEL HILL ACADEMY, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF CHAPEL HILL ACADEMY, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF CHAPEL HILL ACADEMY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='410965970' AND PlanID='001'

401k Sponsoring company profile

CHAPEL HILL ACADEMY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHAPEL HILL ACADEMY, INC.
Employer identification number (EIN):410965970
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF CHAPEL HILL ACADEMY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01IRMA SULLIVAN2024-09-10
0012022-07-01IRMA SULLIVAN2024-01-29
0012021-07-01IRMA SULLIVAN2023-01-06
0012020-07-01IRMA SULLIVAN2021-12-10
0012019-07-01IRMA SULLIVAN2020-12-23
0012018-07-01IRMA SULLIVAN2019-12-06
0012017-07-01KATE WESENBERG2019-01-09
0012016-07-01KASSIE GROSZ2017-11-02 KASSIE GROSZ2017-11-02
0012015-07-01KASSIE GROSZ2016-11-09 KASSIE GROSZ2016-11-09
0012014-07-01JEANNE SAVITT2015-12-03 JEANNE SAVITT2015-12-03
0012013-07-01JEANNE SAVITT2014-12-16 JEANNE SAVITT2014-12-16
0012012-07-01JEANNE SAVITT2013-09-17 JEANNE SAVITT2013-09-17

Financial Data on EMPLOYEE BENEFIT PLAN OF CHAPEL HILL ACADEMY, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF CHAPEL HILL ACADEMY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-11-120
Total liabilities as of the end of the plan year2025-11-120
Total liabilities as of the beginning of the plan year2025-11-120
Total expenses incurred by plan in this plan year2025-11-12202082
Net assets as of the end of the plan year2025-11-121703120
Total assets as of the beginning of the plan year2025-11-121525913
Value of plan covered by a fidelity bond2025-11-12150000
Participant contributions to plan in this plan year2025-11-12104569
Other expenses paid from plan in this plan year2025-11-120
Other contributions to plan in this plan year2025-11-1297204
Other income to plan in this plan year2025-11-12177516
Plan net income in this plan year2025-11-12177207
Net assets as of the end of the plan year2025-11-121703120
Net assets as of the beginning of the plan year2025-11-121525913
Employer contributions to plan in this plan year2025-11-120
Fees paid to broker by Benefit Provider2025-11-12337
Expensese paid to adminstrative service provicers from plan in this plan year2025-11-12231
2024 : EMPLOYEE BENEFIT PLAN OF CHAPEL HILL ACADEMY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-100
Total liabilities as of the end of the plan year2024-09-100
Total liabilities as of the beginning of the plan year2024-09-100
Total expenses incurred by plan in this plan year2024-09-10110081
Net assets as of the end of the plan year2024-09-101525913
Total assets as of the beginning of the plan year2024-09-101305995
Value of plan covered by a fidelity bond2024-09-10150000
Participant contributions to plan in this plan year2024-09-1085472
Other expenses paid from plan in this plan year2024-09-100
Other contributions to plan in this plan year2024-09-1072076
Other income to plan in this plan year2024-09-10172451
Plan net income in this plan year2024-09-10219918
Net assets as of the end of the plan year2024-09-101525913
Net assets as of the beginning of the plan year2024-09-101305995
Employer contributions to plan in this plan year2024-09-100
Fees paid to broker by Benefit Provider2024-09-10397
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-10172
2023 : EMPLOYEE BENEFIT PLAN OF CHAPEL HILL ACADEMY, INC. 2023 401k financial data
Total transfers to/from plan in this plan year2023-01-060
Total liabilities as of the end of the plan year2023-01-060
Total liabilities as of the beginning of the plan year2023-01-060
Total expenses incurred by plan in this plan year2023-01-0695607
Net assets as of the end of the plan year2023-01-061135699
Total assets as of the beginning of the plan year2023-01-061328827
Value of plan covered by a fidelity bond2023-01-06150000
Participant contributions to plan in this plan year2023-01-0687833
Other expenses paid from plan in this plan year2023-01-060
Other contributions to plan in this plan year2023-01-060
Other income to plan in this plan year2023-01-06-185354
Plan net income in this plan year2023-01-06-193128
Net assets as of the end of the plan year2023-01-061135699
Net assets as of the beginning of the plan year2023-01-061328827
Employer contributions to plan in this plan year2023-01-060
Expensese paid to adminstrative service provicers from plan in this plan year2023-01-06153

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