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RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 401k Plan overview

Plan NameRETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN
Plan identification number 001

RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

ROHAN WOODS SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:ROHAN WOODS SCHOOL
Employer identification number (EIN):431337932
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01SAM TEMPLIN PAGE2022-04-04
0012019-07-01SAM TEMPLIN PAGE2021-01-27
0012018-07-01SAM TEMPLIN PAGE2020-02-03 SAM TEMPLIN PAGE2020-02-03
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012014-07-01
0012013-07-01
0012012-07-01SAM TEMPLIN PAGE
0012011-07-01SAM TEMPLIN PAGE
0012010-07-01SAM TEMPLIN PAGE
0012009-07-01KELLY HORN

Financial Data on RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN

Measure Date Value
2025 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-11353855
Net assets as of the end of the plan year2025-04-112306001
Total assets as of the beginning of the plan year2025-04-112235384
Value of plan covered by a fidelity bond2025-04-11250000
Participant contributions to plan in this plan year2025-04-1143067
Other income to plan in this plan year2025-04-11357471
Plan net income in this plan year2025-04-1170617
Net assets as of the end of the plan year2025-04-112306001
Net assets as of the beginning of the plan year2025-04-112235384
Employer contributions to plan in this plan year2025-04-1123934
2021 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2021 401k financial data
Total income from all sources2021-06-30$530,271
Expenses. Total of all expenses incurred2021-06-30$51,426
Benefits paid (including direct rollovers)2021-06-30$51,426
Total plan assets at end of year2021-06-30$2,378,453
Total plan assets at beginning of year2021-06-30$1,899,608
Value of fidelity bond covering the plan2021-06-30$250,000
Total contributions received or receivable from participants2021-06-30$40,099
Contributions received from other sources (not participants or employers)2021-06-30$417
Other income received2021-06-30$463,550
Net income (gross income less expenses)2021-06-30$478,845
Net plan assets at end of year (total assets less liabilities)2021-06-30$2,378,453
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$1,899,608
Total contributions received or receivable from employer(s)2021-06-30$26,205
2020 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2020 401k financial data
Total income from all sources2020-06-30$177,646
Expenses. Total of all expenses incurred2020-06-30$66,726
Benefits paid (including direct rollovers)2020-06-30$66,726
Total plan assets at end of year2020-06-30$1,899,608
Total plan assets at beginning of year2020-06-30$1,788,688
Value of fidelity bond covering the plan2020-06-30$250,000
Total contributions received or receivable from participants2020-06-30$42,128
Contributions received from other sources (not participants or employers)2020-06-30$417
Other income received2020-06-30$106,445
Net income (gross income less expenses)2020-06-30$110,920
Net plan assets at end of year (total assets less liabilities)2020-06-30$1,899,608
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$1,788,688
Total contributions received or receivable from employer(s)2020-06-30$28,656
2019 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2019 401k financial data
Total income from all sources2019-06-30$151,735
Expenses. Total of all expenses incurred2019-06-30$168,030
Benefits paid (including direct rollovers)2019-06-30$168,030
Total plan assets at end of year2019-06-30$1,788,688
Total plan assets at beginning of year2019-06-30$1,804,983
Value of fidelity bond covering the plan2019-06-30$250,000
Total contributions received or receivable from participants2019-06-30$37,976
Contributions received from other sources (not participants or employers)2019-06-30$419
Other income received2019-06-30$88,186
Net income (gross income less expenses)2019-06-30$-16,295
Net plan assets at end of year (total assets less liabilities)2019-06-30$1,788,688
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$1,804,983
Total contributions received or receivable from employer(s)2019-06-30$25,154
2018 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2018 401k financial data
Total income from all sources2018-06-30$249,824
Expenses. Total of all expenses incurred2018-06-30$476,786
Benefits paid (including direct rollovers)2018-06-30$476,786
Total plan assets at end of year2018-06-30$1,804,983
Total plan assets at beginning of year2018-06-30$2,031,945
Value of fidelity bond covering the plan2018-06-30$250,000
Total contributions received or receivable from participants2018-06-30$33,366
Contributions received from other sources (not participants or employers)2018-06-30$10,458
Other income received2018-06-30$179,178
Net income (gross income less expenses)2018-06-30$-226,962
Net plan assets at end of year (total assets less liabilities)2018-06-30$1,804,983
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$2,031,945
Total contributions received or receivable from employer(s)2018-06-30$26,822
2017 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2017 401k financial data
Total income from all sources2017-06-30$264,004
Expenses. Total of all expenses incurred2017-06-30$107,023
Benefits paid (including direct rollovers)2017-06-30$107,023
Total plan assets at end of year2017-06-30$2,031,945
Total plan assets at beginning of year2017-06-30$1,874,964
Value of fidelity bond covering the plan2017-06-30$250,000
Total contributions received or receivable from participants2017-06-30$35,125
Contributions received from other sources (not participants or employers)2017-06-30$424
Other income received2017-06-30$200,511
Net income (gross income less expenses)2017-06-30$156,981
Net plan assets at end of year (total assets less liabilities)2017-06-30$2,031,945
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$1,874,964
Total contributions received or receivable from employer(s)2017-06-30$27,944
2016 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2016 401k financial data
Total income from all sources2016-06-30$89,567
Expenses. Total of all expenses incurred2016-06-30$92,645
Benefits paid (including direct rollovers)2016-06-30$92,645
Total plan assets at end of year2016-06-30$1,874,964
Total plan assets at beginning of year2016-06-30$1,878,042
Value of fidelity bond covering the plan2016-06-30$250,000
Total contributions received or receivable from participants2016-06-30$38,590
Contributions received from other sources (not participants or employers)2016-06-30$12,390
Other income received2016-06-30$10,433
Net income (gross income less expenses)2016-06-30$-3,078
Net plan assets at end of year (total assets less liabilities)2016-06-30$1,874,964
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$1,878,042
Total contributions received or receivable from employer(s)2016-06-30$28,154
2015 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2015 401k financial data
Transfers to/from the plan2015-06-30$15,779
Total income from all sources2015-06-30$137,249
Expenses. Total of all expenses incurred2015-06-30$88,946
Benefits paid (including direct rollovers)2015-06-30$88,946
Total plan assets at end of year2015-06-30$1,878,042
Total plan assets at beginning of year2015-06-30$1,813,960
Value of fidelity bond covering the plan2015-06-30$175,000
Total contributions received or receivable from participants2015-06-30$30,145
Contributions received from other sources (not participants or employers)2015-06-30$418
Other income received2015-06-30$89,911
Net income (gross income less expenses)2015-06-30$48,303
Net plan assets at end of year (total assets less liabilities)2015-06-30$1,878,042
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$1,813,960
Total contributions received or receivable from employer(s)2015-06-30$16,775
2014 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2014 401k financial data
Total income from all sources2014-06-30$418,507
Expenses. Total of all expenses incurred2014-06-30$221,892
Benefits paid (including direct rollovers)2014-06-30$221,892
Total plan assets at end of year2014-06-30$1,813,960
Total plan assets at beginning of year2014-06-30$1,617,345
Value of fidelity bond covering the plan2014-06-30$175,000
Total contributions received or receivable from participants2014-06-30$25,493
Contributions received from other sources (not participants or employers)2014-06-30$137,000
Other income received2014-06-30$256,014
Net income (gross income less expenses)2014-06-30$196,615
Net plan assets at end of year (total assets less liabilities)2014-06-30$1,813,960
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,617,345
2013 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2013 401k financial data
Total income from all sources2013-06-30$230,255
Expenses. Total of all expenses incurred2013-06-30$43,694
Benefits paid (including direct rollovers)2013-06-30$43,694
Total plan assets at end of year2013-06-30$1,617,345
Total plan assets at beginning of year2013-06-30$1,430,784
Value of fidelity bond covering the plan2013-06-30$175,000
Total contributions received or receivable from participants2013-06-30$27,732
Contributions received from other sources (not participants or employers)2013-06-30$38,419
Other income received2013-06-30$164,104
Net income (gross income less expenses)2013-06-30$186,561
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,617,345
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,430,784
2012 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2012 401k financial data
Total income from all sources2012-06-30$23,307
Expenses. Total of all expenses incurred2012-06-30$192,428
Benefits paid (including direct rollovers)2012-06-30$192,428
Total plan assets at end of year2012-06-30$1,430,784
Total plan assets at beginning of year2012-06-30$1,599,905
Value of fidelity bond covering the plan2012-06-30$175,000
Total contributions received or receivable from participants2012-06-30$33,222
Other income received2012-06-30$-9,915
Net income (gross income less expenses)2012-06-30$-169,121
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,430,784
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,599,905
2011 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2011 401k financial data
Total income from all sources2011-06-30$322,044
Expenses. Total of all expenses incurred2011-06-30$34,273
Benefits paid (including direct rollovers)2011-06-30$34,273
Total plan assets at end of year2011-06-30$1,599,905
Total plan assets at beginning of year2011-06-30$1,312,134
Value of fidelity bond covering the plan2011-06-30$130,000
Total contributions received or receivable from participants2011-06-30$41,735
Other income received2011-06-30$270,843
Net income (gross income less expenses)2011-06-30$287,771
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,599,905
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,312,134
Total contributions received or receivable from employer(s)2011-06-30$9,466

Form 5500 Responses for RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN

2020: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE ROHAN WOODS SCHOOL PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356388
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356388
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356388
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356388
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356388
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356388
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356388
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356388
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356388
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356388
Policy instance 1

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