AVE MARIA ACADEMY has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: AVE MARIA ACADEMY 401K PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 13 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 14 |
| Total of all active and inactive participants | 2022-07-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 0 |
| Total participants | 2022-07-01 | 27 |
| Number of participants with account balances | 2022-07-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 0 |
| 2021: AVE MARIA ACADEMY 401K PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 15 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 12 |
| Total of all active and inactive participants | 2021-07-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
| Total participants | 2021-07-01 | 27 |
| Number of participants with account balances | 2021-07-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
| 2020: AVE MARIA ACADEMY 401K PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 10 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 14 |
| Total of all active and inactive participants | 2020-07-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
| Total participants | 2020-07-01 | 24 |
| Number of participants with account balances | 2020-07-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
| 2019: AVE MARIA ACADEMY 401K PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 13 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 16 |
| Total of all active and inactive participants | 2019-07-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
| Total participants | 2019-07-01 | 29 |
| Number of participants with account balances | 2019-07-01 | 29 |
| 2018: AVE MARIA ACADEMY 401K PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 15 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 14 |
| Total of all active and inactive participants | 2018-07-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
| Total participants | 2018-07-01 | 29 |
| Number of participants with account balances | 2018-07-01 | 29 |
| 2017: AVE MARIA ACADEMY 401K PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 16 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 16 |
| Total of all active and inactive participants | 2017-07-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
| Total participants | 2017-07-01 | 32 |
| Number of participants with account balances | 2017-07-01 | 32 |
| 2016: AVE MARIA ACADEMY 401K PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 33 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 0 |
| Total of all active and inactive participants | 2016-07-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
| Total participants | 2016-07-01 | 33 |
| Number of participants with account balances | 2016-07-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
| 2015: AVE MARIA ACADEMY 401K PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 33 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
| Total of all active and inactive participants | 2015-07-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
| Total participants | 2015-07-01 | 33 |
| Number of participants with account balances | 2015-07-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
| 2014: AVE MARIA ACADEMY 401K PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 30 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
| Total of all active and inactive participants | 2014-07-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 30 |
| Number of participants with account balances | 2014-07-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: AVE MARIA ACADEMY 401K PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 27 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
| Total of all active and inactive participants | 2013-07-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 27 |
| Number of participants with account balances | 2013-07-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2012: AVE MARIA ACADEMY 401K PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 26 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 0 |
| Total of all active and inactive participants | 2012-07-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 26 |
| Number of participants with account balances | 2012-07-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
| 2011: AVE MARIA ACADEMY 401K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 25 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
| Total of all active and inactive participants | 2011-07-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 25 |
| Number of participants with account balances | 2011-07-01 | 25 |
| 2009: AVE MARIA ACADEMY 401K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 27 |
| Total of all active and inactive participants | 2009-07-01 | 27 |
| Total participants | 2009-07-01 | 27 |
| Number of participants with account balances | 2009-07-01 | 27 |
| Measure | Date | Value |
|---|
| 2023 : AVE MARIA ACADEMY 401K PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-06-30 | $136,333 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $11,190 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $11,190 |
| Total plan assets at end of year | 2023-06-30 | $911,443 |
| Total plan assets at beginning of year | 2023-06-30 | $786,300 |
| Value of fidelity bond covering the plan | 2023-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2023-06-30 | $20,589 |
| Other income received | 2023-06-30 | $102,738 |
| Net income (gross income less expenses) | 2023-06-30 | $125,143 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $911,443 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $786,300 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $13,006 |
| 2022 : AVE MARIA ACADEMY 401K PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-06-30 | $-107,932 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $0 |
| Total plan assets at end of year | 2022-06-30 | $786,300 |
| Total plan assets at beginning of year | 2022-06-30 | $894,232 |
| Value of fidelity bond covering the plan | 2022-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $16,543 |
| Contributions received from other sources (not participants or employers) | 2022-06-30 | $8,988 |
| Other income received | 2022-06-30 | $-145,301 |
| Net income (gross income less expenses) | 2022-06-30 | $-107,932 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $786,300 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $894,232 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $11,838 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-06-30 | $0 |
| 2021 : AVE MARIA ACADEMY 401K PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-06-30 | $270,046 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $135,249 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $135,249 |
| Total plan assets at end of year | 2021-06-30 | $894,232 |
| Total plan assets at beginning of year | 2021-06-30 | $759,435 |
| Value of fidelity bond covering the plan | 2021-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $13,308 |
| Other income received | 2021-06-30 | $256,738 |
| Net income (gross income less expenses) | 2021-06-30 | $134,797 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $894,232 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $759,435 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| 2020 : AVE MARIA ACADEMY 401K PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $37,993 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $0 |
| Total plan assets at end of year | 2020-06-30 | $759,435 |
| Total plan assets at beginning of year | 2020-06-30 | $721,442 |
| Value of fidelity bond covering the plan | 2020-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $20,882 |
| Other income received | 2020-06-30 | $17,111 |
| Net income (gross income less expenses) | 2020-06-30 | $37,993 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $759,435 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $721,442 |
| 2019 : AVE MARIA ACADEMY 401K PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $58,012 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $62,351 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $62,351 |
| Total plan assets at end of year | 2019-06-30 | $721,442 |
| Total plan assets at beginning of year | 2019-06-30 | $725,781 |
| Value of fidelity bond covering the plan | 2019-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2019-06-30 | $23,928 |
| Other income received | 2019-06-30 | $34,084 |
| Net income (gross income less expenses) | 2019-06-30 | $-4,339 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $721,442 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $725,781 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| 2018 : AVE MARIA ACADEMY 401K PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-06-30 | $93,553 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $75,172 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $75,172 |
| Total plan assets at end of year | 2018-06-30 | $725,781 |
| Total plan assets at beginning of year | 2018-06-30 | $707,400 |
| Value of fidelity bond covering the plan | 2018-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2018-06-30 | $28,227 |
| Other income received | 2018-06-30 | $65,326 |
| Net income (gross income less expenses) | 2018-06-30 | $18,381 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $725,781 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $707,400 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2017 : AVE MARIA ACADEMY 401K PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $118,625 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $1,243 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $1,243 |
| Total plan assets at end of year | 2017-06-30 | $707,400 |
| Total plan assets at beginning of year | 2017-06-30 | $590,018 |
| Value of fidelity bond covering the plan | 2017-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $37,698 |
| Other income received | 2017-06-30 | $80,927 |
| Net income (gross income less expenses) | 2017-06-30 | $117,382 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $707,400 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $590,018 |
| 2016 : AVE MARIA ACADEMY 401K PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $65,655 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $22,957 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $22,957 |
| Total plan assets at end of year | 2016-06-30 | $590,018 |
| Total plan assets at beginning of year | 2016-06-30 | $547,320 |
| Value of fidelity bond covering the plan | 2016-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $48,944 |
| Other income received | 2016-06-30 | $-9,731 |
| Net income (gross income less expenses) | 2016-06-30 | $42,698 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $590,018 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $547,320 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $26,442 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| 2015 : AVE MARIA ACADEMY 401K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $73,590 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $0 |
| Total plan assets at end of year | 2015-06-30 | $547,320 |
| Total plan assets at beginning of year | 2015-06-30 | $473,730 |
| Total contributions received or receivable from participants | 2015-06-30 | $31,595 |
| Other income received | 2015-06-30 | $17,708 |
| Net income (gross income less expenses) | 2015-06-30 | $73,590 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $547,320 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $473,730 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $24,287 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| 2014 : AVE MARIA ACADEMY 401K PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-06-30 | $40,074 |
| Total income from all sources | 2014-06-30 | $97,902 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $12,516 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $12,516 |
| Total plan assets at end of year | 2014-06-30 | $473,730 |
| Total plan assets at beginning of year | 2014-06-30 | $348,270 |
| Total contributions received or receivable from participants | 2014-06-30 | $18,727 |
| Other income received | 2014-06-30 | $70,804 |
| Net income (gross income less expenses) | 2014-06-30 | $85,386 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $473,730 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $348,270 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $8,371 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| 2013 : AVE MARIA ACADEMY 401K PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $67,765 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $0 |
| Total plan assets at end of year | 2013-06-30 | $348,270 |
| Total plan assets at beginning of year | 2013-06-30 | $280,505 |
| Total contributions received or receivable from participants | 2013-06-30 | $17,932 |
| Other income received | 2013-06-30 | $44,696 |
| Net income (gross income less expenses) | 2013-06-30 | $67,765 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $348,270 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $280,505 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $5,137 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| 2012 : AVE MARIA ACADEMY 401K PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $20,705 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $45,676 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $45,676 |
| Total plan assets at end of year | 2012-06-30 | $280,505 |
| Total plan assets at beginning of year | 2012-06-30 | $305,476 |
| Total contributions received or receivable from participants | 2012-06-30 | $24,688 |
| Other income received | 2012-06-30 | $-3,983 |
| Net income (gross income less expenses) | 2012-06-30 | $-24,971 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $280,505 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $305,476 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| 2011 : AVE MARIA ACADEMY 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $95,082 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $4,038 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $4,038 |
| Total plan assets at end of year | 2011-06-30 | $305,476 |
| Total plan assets at beginning of year | 2011-06-30 | $214,432 |
| Total contributions received or receivable from participants | 2011-06-30 | $31,889 |
| Other income received | 2011-06-30 | $63,193 |
| Net income (gross income less expenses) | 2011-06-30 | $91,044 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $305,476 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $214,432 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| 2022: AVE MARIA ACADEMY 401K PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: AVE MARIA ACADEMY 401K PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: AVE MARIA ACADEMY 401K PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: AVE MARIA ACADEMY 401K PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: AVE MARIA ACADEMY 401K PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: AVE MARIA ACADEMY 401K PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: AVE MARIA ACADEMY 401K PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: AVE MARIA ACADEMY 401K PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: AVE MARIA ACADEMY 401K PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: AVE MARIA ACADEMY 401K PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: AVE MARIA ACADEMY 401K PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: AVE MARIA ACADEMY 401K PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: AVE MARIA ACADEMY 401K PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 61909 |
| Policy instance | 1 |
| Insurance contract or identification number | 61909 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 61909 |
| Policy instance | 1 |
| Insurance contract or identification number | 61909 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 61909 |
| Policy instance | 1 |
| Insurance contract or identification number | 61909 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 61909 |
| Policy instance | 1 |
| Insurance contract or identification number | 61909 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 61909 |
| Policy instance | 1 |
| Insurance contract or identification number | 61909 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 61909 |
| Policy instance | 1 |
| Insurance contract or identification number | 61909 | | Number of Individuals Covered | 32 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 61909 |
| Policy instance | 1 |
| Insurance contract or identification number | 61909 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 61909 |
| Policy instance | 1 |
| Insurance contract or identification number | 61909 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 61909 |
| Policy instance | 1 |
| Insurance contract or identification number | 61909 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 61909 |
| Policy instance | 1 |
| Insurance contract or identification number | 61909 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 61909 |
| Policy instance | 1 |
| Insurance contract or identification number | 61909 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 ) |
| Policy contract number | 61909 |
| Policy instance | 1 |
| Insurance contract or identification number | 61909 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
