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TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF THE WILSON SCHOOL 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF THE WILSON SCHOOL
Plan identification number 002

TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES 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 TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF THE WILSON SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-07-01THAD FALKNER2024-12-11
0022022-07-01THAD FALKNER2023-11-09
0022021-07-01THAD FALKNER2022-11-11
0022021-07-01THAD FALKNER2022-11-11
0022020-07-01THAD FALKNER2022-02-22
0022019-07-01THAD FALKNER2021-04-15
0022017-07-01THAD FALKNER2019-01-25
0022014-07-01THAD FALKNER2015-11-24
0022013-07-01THAD FALKNER2015-01-28
0022012-07-01THAD FALKNER2014-04-14
0022011-07-01THAD FALKNER2013-04-03 THAD FALKNER2013-04-03
0022010-07-01THAD FALKNER2012-01-27 THAD FALKNER2012-01-27

Plan Statistics for TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF THE WILSON SCHOOL

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF THE WILSON SCHOOL

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF THE WILSON SCHOOL 2025 401k membership
Total number of particpants at beginning of year2025-10-1721
Total number of particpants at end of year2025-10-1726
Number of Participants With Account Balances2025-10-1716
2024: TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF THE WILSON SCHOOL 2024 401k membership
Total number of particpants at beginning of year2024-12-1124
Total number of particpants at end of year2024-12-1121
Number of Participants With Account Balances2024-12-1116
2022: TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF THE WILSON SCHOOL 2022 401k membership
Total number of particpants at beginning of year2022-11-1121
Total number of particpants at end of year2022-11-1121
Number of Participants With Account Balances2022-11-1117

Financial Data on TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF THE WILSON SCHOOL

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF THE WILSON SCHOOL 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1713611
Net assets as of the end of the plan year2025-10-17273275
Total assets as of the beginning of the plan year2025-10-17188900
Value of plan covered by a fidelity bond2025-10-1750000
Other contributions to plan in this plan year2025-10-1780423
Other income to plan in this plan year2025-10-1717563
Plan net income in this plan year2025-10-1784375
Net assets as of the end of the plan year2025-10-17273275
Net assets as of the beginning of the plan year2025-10-17188900
2024 : TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF THE WILSON SCHOOL 2024 401k financial data
Total expenses incurred by plan in this plan year2024-12-1125577
Net assets as of the end of the plan year2024-12-11188900
Total assets as of the beginning of the plan year2024-12-11195832
Value of plan covered by a fidelity bond2024-12-1150000
Participant contributions to plan in this plan year2024-12-11704
Other income to plan in this plan year2024-12-1117941
Plan net income in this plan year2024-12-11-6932
Net assets as of the end of the plan year2024-12-11188900
Net assets as of the beginning of the plan year2024-12-11195832
2022 : TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF THE WILSON SCHOOL 2022 401k financial data
Total expenses incurred by plan in this plan year2022-11-1119342
Net assets as of the end of the plan year2022-11-11182690
Total assets as of the beginning of the plan year2022-11-11211558
Value of plan covered by a fidelity bond2022-11-1150000
Participant contributions to plan in this plan year2022-11-112437
Other income to plan in this plan year2022-11-11-11963
Plan net income in this plan year2022-11-11-28868
Net assets as of the end of the plan year2022-11-11182690
Net assets as of the beginning of the plan year2022-11-11211558

Potentially related plans

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