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

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

RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE WILSON SCHOOL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

THE WILSON SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:THE WILSON SCHOOL
Employer identification number (EIN):436099964
NAIC Classification:611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01THAD FALKNER2024-12-11
0012022-07-01THAD FALKNER2023-11-09
0012021-07-01THAD FALKNER2022-11-11
0012020-07-01THAD FALKNER2022-02-22
0012019-07-01THAD FALKNER2021-04-15
0012018-07-01THAD FALKNER2020-01-30
0012017-07-01THAD FALKNER2019-01-25
0012016-07-01THAD FALKNER2018-01-29
0012015-07-01THAD FALKNER2017-04-14
0012014-07-01THAD FALKNER2015-11-24
0012013-07-01THAD FALKNER2015-01-28
0012012-07-01THAD FALKNER2014-04-14
0012011-07-01THAD FALKNER2013-04-03 THAD FALKNER2013-04-03
0012010-07-01THAD FALKNER2012-01-27 THAD FALKNER2012-01-27

Plan Statistics for RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE WILSON SCHOOL

401k plan membership statisitcs for RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE WILSON SCHOOL

Measure Date Value
2025: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE WILSON SCHOOL 2025 401k membership
Total number of particpants at beginning of year2025-10-1781
Total number of particpants at end of year2025-10-1783
Number of Participants With Account Balances2025-10-1783
2024: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE WILSON SCHOOL 2024 401k membership
Total number of particpants at beginning of year2024-12-1180
Total number of particpants at end of year2024-12-1181
Number of Participants With Account Balances2024-12-1181

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

Measure Date Value
2025 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE WILSON SCHOOL 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-17122059
Net assets as of the end of the plan year2025-10-178676106
Total assets as of the beginning of the plan year2025-10-177747120
Value of plan covered by a fidelity bond2025-10-17500000
Participant contributions to plan in this plan year2025-10-17142206
Other income to plan in this plan year2025-10-17771128
Plan net income in this plan year2025-10-17928986
Net assets as of the end of the plan year2025-10-178676106
Net assets as of the beginning of the plan year2025-10-177747120
Employer contributions to plan in this plan year2025-10-17137711
2024 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF THE WILSON SCHOOL 2024 401k financial data
Total expenses incurred by plan in this plan year2024-12-11650535
Net assets as of the end of the plan year2024-12-117747120
Total assets as of the beginning of the plan year2024-12-117249636
Value of plan covered by a fidelity bond2024-12-11500000
Participant contributions to plan in this plan year2024-12-11112728
Other income to plan in this plan year2024-12-11908650
Plan net income in this plan year2024-12-11497484
Net assets as of the end of the plan year2024-12-117747120
Net assets as of the beginning of the plan year2024-12-117249636
Employer contributions to plan in this plan year2024-12-11126641

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