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THE STONE INDEPENDENT SCHOOL 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameTHE STONE INDEPENDENT SCHOOL 403(B) RETIREMENT PLAN
Plan identification number 001

THE STONE INDEPENDENT SCHOOL 403(B) RETIREMENT PLAN 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:THE STONE INDEPENDENT SCHOOL
Employer identification number (EIN):475288443
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE STONE INDEPENDENT SCHOOL 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL SIMPSON2024-09-09 MICHAEL SIMPSON2024-09-09
0012022-01-01MICHAEL SIMPSON2023-10-16 KAITLYN GROVE2023-10-12
0012021-01-01KYLE BELTLE2022-07-23
0012020-01-01KYLE BELTLE2021-09-22 MIKE SIMPSON2021-09-13

Financial Data on THE STONE INDEPENDENT SCHOOL 403(B) RETIREMENT PLAN

Measure Date Value
2025 : THE STONE INDEPENDENT SCHOOL 403(B) RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-110
Total expenses incurred by plan in this plan year2025-06-1118594
Net assets as of the end of the plan year2025-06-1157460
Total assets as of the beginning of the plan year2025-06-1154307
Value of plan covered by a fidelity bond2025-06-1165000
Participant contributions to plan in this plan year2025-06-1113883
Other income to plan in this plan year2025-06-117864
Plan net income in this plan year2025-06-113153
Net assets as of the end of the plan year2025-06-1157460
Net assets as of the beginning of the plan year2025-06-1154307
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-11385
2024 : THE STONE INDEPENDENT SCHOOL 403(B) RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-09-090
Total expenses incurred by plan in this plan year2024-09-090
Net assets as of the end of the plan year2024-09-0954307
Total assets as of the beginning of the plan year2024-09-0933896
Value of plan covered by a fidelity bond2024-09-0923500
Participant contributions to plan in this plan year2024-09-0912856
Other income to plan in this plan year2024-09-097555
Plan net income in this plan year2024-09-0920411
Net assets as of the end of the plan year2024-09-0954307
Net assets as of the beginning of the plan year2024-09-0933896
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-090
2022 : THE STONE INDEPENDENT SCHOOL 403(B) RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-232394
Net assets as of the end of the plan year2022-07-2348427
Total assets as of the beginning of the plan year2022-07-2310073
Value of plan covered by a fidelity bond2022-07-2323500
Participant contributions to plan in this plan year2022-07-2338059
Other income to plan in this plan year2022-07-232689
Plan net income in this plan year2022-07-2338354
Net assets as of the end of the plan year2022-07-2348427
Net assets as of the beginning of the plan year2022-07-2310073

Potentially related plans

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