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| Plan Name | SCHOOL FOR FRIENDS 403(B) |
| Plan identification number | 403 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | SCHOOL FOR FRIENDS |
| Employer identification number (EIN): | 521220223 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about SCHOOL FOR FRIENDS
| Jurisdiction of Incorporation: | District of Columbia Corporations Division |
| Incorporation Date: | |
| Company Identification Number: | 890522 |
More information about SCHOOL FOR FRIENDS
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 403 | 2022-09-01 |
| Measure | Date | Value |
|---|---|---|
| 2022: SCHOOL FOR FRIENDS 403(B) 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-09-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-09-01 | 22 |
| Number of other retired or separated participants entitled to future benefits | 2022-09-01 | 31 |
| Total of all active and inactive participants | 2022-09-01 | 53 |
| Total participants | 2022-09-01 | 53 |
| Number of participants with account balances | 2022-09-01 | 49 |
| Measure | Date | Value |
|---|---|---|
| 2023 : SCHOOL FOR FRIENDS 403(B) 2023 401k financial data | ||
| Total income from all sources | 2023-08-31 | $132,955 |
| Expenses. Total of all expenses incurred | 2023-08-31 | $9,058 |
| Benefits paid (including direct rollovers) | 2023-08-31 | $9,058 |
| Total plan assets at end of year | 2023-08-31 | $781,136 |
| Total plan assets at beginning of year | 2023-08-31 | $657,239 |
| Total contributions received or receivable from participants | 2023-08-31 | $21,163 |
| Other income received | 2023-08-31 | $93,242 |
| Net income (gross income less expenses) | 2023-08-31 | $123,897 |
| Net plan assets at end of year (total assets less liabilities) | 2023-08-31 | $781,136 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-08-31 | $657,239 |
| Total contributions received or receivable from employer(s) | 2023-08-31 | $18,550 |
| 2022: SCHOOL FOR FRIENDS 403(B) 2022 form 5500 responses | ||
|---|---|---|
| 2022-09-01 | Type of plan entity | Single employer plan |
| 2022-09-01 | Submission has been amended | No |
| 2022-09-01 | This submission is the final filing | No |
| 2022-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-09-01 | Plan is a collectively bargained plan | No |
| 2022-09-01 | Plan funding arrangement – Trust | Yes |
| 2022-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-09-01 | Plan benefit arrangement - Trust | Yes |
| 2022-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
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