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403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL
Plan identification number 001

403(B) THRIFT PLAN FOR CONGRESSIONAL 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.
  • 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

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

Company Name:CONGRESSIONAL SCHOOL
Employer identification number (EIN):541115179
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-09-01LISA SINGLETON2022-03-31
0012019-09-01LISA SINGLETON2021-06-15 TINELLE DAVIES2021-06-15
0012018-09-01LISA SINGLETON2020-06-12 TINELLE DAVIES2020-06-12
0012017-09-01
0012016-09-01FREDERICK SCHWANKE FREDERICK SCHWANKE2018-04-18
0012015-09-01FREDERICK SCHWANKE FREDERICK SCHWANKE2017-05-29
0012014-09-01DREMA MCCOY DREMA MCCOY2016-06-09
0012013-09-01
0012012-09-01JENNIFER L. DILLON
0012011-09-01JENNIFER DILLON
0012009-09-01ANN DAILEY ANN DAILEY2011-06-15

Plan Statistics for 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL

Measure Date Value
2020: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2020 401k membership
Total participants, beginning-of-year2020-09-01150
Total number of active participants reported on line 7a of the Form 55002020-09-01140
Number of other retired or separated participants entitled to future benefits2020-09-0122
Total of all active and inactive participants2020-09-01162
Total participants2020-09-01162
Number of participants with account balances2020-09-0187
2019: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2019 401k membership
Total participants, beginning-of-year2019-09-01155
Total number of active participants reported on line 7a of the Form 55002019-09-01113
Number of other retired or separated participants entitled to future benefits2019-09-0118
Total of all active and inactive participants2019-09-01131
Total participants2019-09-01131
Number of participants with account balances2019-09-0185
2018: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2018 401k membership
Total participants, beginning-of-year2018-09-01144
Total number of active participants reported on line 7a of the Form 55002018-09-01132
Number of other retired or separated participants entitled to future benefits2018-09-0129
Total of all active and inactive participants2018-09-01161
Total participants2018-09-01161
Number of participants with account balances2018-09-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
2017: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2017 401k membership
Total participants, beginning-of-year2017-09-01142
Total number of active participants reported on line 7a of the Form 55002017-09-0191
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-0125
Total of all active and inactive participants2017-09-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01116
Number of participants with account balances2017-09-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2016 401k membership
Total participants, beginning-of-year2016-09-01142
Total number of active participants reported on line 7a of the Form 55002016-09-01125
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-019
Total of all active and inactive participants2016-09-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01134
Number of participants with account balances2016-09-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2015 401k membership
Total participants, beginning-of-year2015-09-01164
Total number of active participants reported on line 7a of the Form 55002015-09-01116
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-0115
Total of all active and inactive participants2015-09-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01131
Number of participants with account balances2015-09-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2014 401k membership
Total participants, beginning-of-year2014-09-01285
Total number of active participants reported on line 7a of the Form 55002014-09-01133
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-0117
Total of all active and inactive participants2014-09-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-01150
Number of participants with account balances2014-09-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2013 401k membership
Total participants, beginning-of-year2013-09-0196
Total number of active participants reported on line 7a of the Form 55002013-09-0164
Number of other retired or separated participants entitled to future benefits2013-09-0146
Total of all active and inactive participants2013-09-01110
Total participants2013-09-01110
Number of participants with account balances2013-09-01110
2012: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2012 401k membership
Total participants, beginning-of-year2012-09-01307
Total number of active participants reported on line 7a of the Form 55002012-09-01148
Number of other retired or separated participants entitled to future benefits2012-09-0149
Total of all active and inactive participants2012-09-01197
Total participants2012-09-01197
Number of participants with account balances2012-09-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-014
2011: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2011 401k membership
Total participants, beginning-of-year2011-09-01309
Total number of active participants reported on line 7a of the Form 55002011-09-01279
Number of other retired or separated participants entitled to future benefits2011-09-0128
Total of all active and inactive participants2011-09-01307
Total participants2011-09-01307
Number of participants with account balances2011-09-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-013
2009: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2009 401k membership
Total participants, beginning-of-year2009-09-01226
Total number of active participants reported on line 7a of the Form 55002009-09-01310
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0123
Total of all active and inactive participants2009-09-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01333
Number of participants with account balances2009-09-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL

Measure Date Value
2021 : 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2021 401k financial data
Total income from all sources (including contributions)2021-08-31$1,359,280
Total of all expenses incurred2021-08-31$64,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$35,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$547,649
Value of total assets at end of year2021-08-31$5,310,018
Value of total assets at beginning of year2021-08-31$4,015,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$28,923
Total interest from all sources2021-08-31$3,128
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$53,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$53,820
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$250,000
If this is an individual account plan, was there a blackout period2021-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$375,055
Participant contributions at end of year2021-08-31$62,625
Participant contributions at beginning of year2021-08-31$72,900
Income. Received or receivable in cash from other sources (including rollovers)2021-08-31$42,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$1,294,377
Value of net assets at end of year (total assets less liabilities)2021-08-31$5,310,018
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$4,015,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$3,973,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$2,909,483
Value of interest in pooled separate accounts at end of year2021-08-31$257,402
Value of interest in pooled separate accounts at beginning of year2021-08-31$203,830
Interest on participant loans2021-08-31$3,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-08-31$1,016,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-08-31$829,428
Net investment gain or loss from common/collective trusts2021-08-31$754,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$129,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$35,980
Contract administrator fees2021-08-31$28,923
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-08-31No
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Disclaimer
Accountancy firm name2021-08-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2021-08-31541149263
2020 : 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-08-31$254,701
Total unrealized appreciation/depreciation of assets2020-08-31$254,701
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$174
Total income from all sources (including contributions)2020-08-31$965,509
Total of all expenses incurred2020-08-31$755,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$729,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$567,172
Value of total assets at end of year2020-08-31$4,015,641
Value of total assets at beginning of year2020-08-31$3,806,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$26,508
Total interest from all sources2020-08-31$2,188
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$56,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$56,604
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$250,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$354,307
Income. Received or receivable in cash from other sources (including rollovers)2020-08-31$88,573
Assets. Loans (other than to participants) at end of year2020-08-31$72,900
Assets. Loans (other than to participants) at beginning of year2020-08-31$44,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-08-31$174
Other income not declared elsewhere2020-08-31$84,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$209,559
Value of net assets at end of year (total assets less liabilities)2020-08-31$4,015,641
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$3,806,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$2,909,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$3,171,538
Value of interest in pooled separate accounts at end of year2020-08-31$203,830
Value of interest in pooled separate accounts at beginning of year2020-08-31$218,780
Interest on participant loans2020-08-31$2,188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-08-31$829,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-08-31$371,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$124,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$729,442
Contract administrator fees2020-08-31$26,508
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-08-31No
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31YOUNT HYDE & BARBOUR PC
Accountancy firm EIN2020-08-31541149263
2019 : 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$174
Total income from all sources (including contributions)2019-08-31$560,943
Total of all expenses incurred2019-08-31$385,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$357,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$519,216
Value of total assets at end of year2019-08-31$3,806,256
Value of total assets at beginning of year2019-08-31$3,631,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$28,469
Total interest from all sources2019-08-31$8,012
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$50,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-08-31$50,315
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$250,000
If this is an individual account plan, was there a blackout period2019-08-31No
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$399,916
Income. Received or receivable in cash from other sources (including rollovers)2019-08-31$275
Assets. Loans (other than to participants) at end of year2019-08-31$44,572
Assets. Loans (other than to participants) at beginning of year2019-08-31$36,974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-08-31$174
Other income not declared elsewhere2019-08-31$478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$174,962
Value of net assets at end of year (total assets less liabilities)2019-08-31$3,806,082
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$3,631,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Investment advisory and management fees2019-08-31$186
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$3,171,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$3,270,683
Value of interest in pooled separate accounts at end of year2019-08-31$218,780
Interest on participant loans2019-08-31$2,384
Interest earned on other investments2019-08-31$5,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-08-31$371,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-08-31$323,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$-7,701
Net investment gain/loss from pooled separate accounts2019-08-31$-9,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$119,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$357,512
Contract administrator fees2019-08-31$28,283
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-08-31No
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31YOUNT HYDE & BARBOUR PC
Accountancy firm EIN2019-08-31541149263
2018 : 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-08-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-08-31$0
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total transfer of assets to this plan2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Expenses. Interest paid2018-08-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-08-31$0
Total income from all sources (including contributions)2018-08-31$855,262
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$215,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$191,004
Expenses. Certain deemed distributions of participant loans2018-08-31$0
Value of total corrective distributions2018-08-31$3,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$520,924
Value of total assets at end of year2018-08-31$3,631,120
Value of total assets at beginning of year2018-08-31$2,991,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$21,164
Total income from rents2018-08-31$0
Total interest from all sources2018-08-31$7,454
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$37,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-08-31$37,500
Administrative expenses professional fees incurred2018-08-31$0
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$250,000
If this is an individual account plan, was there a blackout period2018-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Amount of non-exempt transactions with any party-in-interest2018-08-31$0
Contributions received from participants2018-08-31$392,658
Participant contributions at end of year2018-08-31$36,974
Participant contributions at beginning of year2018-08-31$46,087
Participant contributions at end of year2018-08-31$0
Participant contributions at beginning of year2018-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-08-31$5,535
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-08-31$0
Other income not declared elsewhere2018-08-31$928
Administrative expenses (other) incurred2018-08-31$0
Liabilities. Value of operating payables at beginning of year2018-08-31$0
Total non interest bearing cash at end of year2018-08-31$0
Total non interest bearing cash at beginning of year2018-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Income. Non cash contributions2018-08-31$0
Value of net income/loss2018-08-31$639,393
Value of net assets at end of year (total assets less liabilities)2018-08-31$3,631,120
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$2,991,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-08-31$0
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-08-31$0
Investment advisory and management fees2018-08-31$348
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$3,270,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$2,660,106
Interest on participant loans2018-08-31$2,647
Income. Interest from loans (other than to participants)2018-08-31$0
Interest earned on other investments2018-08-31$4,807
Income. Interest from US Government securities2018-08-31$0
Income. Interest from corporate debt instruments2018-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-08-31$323,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-08-31$285,534
Expenses. Payments to insurance carriers foe the provision of benefits2018-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$288,456
Net investment gain/loss from pooled separate accounts2018-08-31$0
Net investment gain or loss from common/collective trusts2018-08-31$0
Net gain/loss from 103.12 investment entities2018-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$122,731
Employer contributions (assets) at end of year2018-08-31$0
Employer contributions (assets) at beginning of year2018-08-31$0
Income. Dividends from preferred stock2018-08-31$0
Income. Dividends from common stock2018-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$191,004
Contract administrator fees2018-08-31$20,816
Liabilities. Value of benefit claims payable at beginning of year2018-08-31$0
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Aggregate proceeds on sale of assets2018-08-31$0
Aggregate carrying amount (costs) on sale of assets2018-08-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-08-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2018-08-31541149263
2017 : 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-08-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-08-31$0
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total transfer of assets to this plan2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Expenses. Interest paid2017-08-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-08-31$0
Total income from all sources (including contributions)2017-08-31$730,990
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$400,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$395,305
Expenses. Certain deemed distributions of participant loans2017-08-31$0
Value of total corrective distributions2017-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$443,127
Value of total assets at end of year2017-08-31$2,991,727
Value of total assets at beginning of year2017-08-31$2,661,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$5,102
Total income from rents2017-08-31$0
Total interest from all sources2017-08-31$5,382
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$24,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$24,764
Administrative expenses professional fees incurred2017-08-31$0
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$250,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Amount of non-exempt transactions with any party-in-interest2017-08-31$0
Contributions received from participants2017-08-31$339,620
Participant contributions at end of year2017-08-31$46,087
Participant contributions at beginning of year2017-08-31$81,461
Participant contributions at end of year2017-08-31$0
Participant contributions at beginning of year2017-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-08-31$276
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-08-31$23
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-08-31$0
Other income not declared elsewhere2017-08-31$3,948
Administrative expenses (other) incurred2017-08-31$0
Liabilities. Value of operating payables at beginning of year2017-08-31$0
Total non interest bearing cash at end of year2017-08-31$0
Total non interest bearing cash at beginning of year2017-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Income. Non cash contributions2017-08-31$0
Value of net income/loss2017-08-31$330,583
Value of net assets at end of year (total assets less liabilities)2017-08-31$2,991,727
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$2,661,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-08-31$0
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-08-31$0
Investment advisory and management fees2017-08-31$378
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$2,660,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$2,285,914
Interest on participant loans2017-08-31$2,508
Income. Interest from loans (other than to participants)2017-08-31$0
Interest earned on other investments2017-08-31$2,874
Income. Interest from US Government securities2017-08-31$0
Income. Interest from corporate debt instruments2017-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-08-31$285,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-08-31$293,769
Expenses. Payments to insurance carriers foe the provision of benefits2017-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$253,769
Net investment gain/loss from pooled separate accounts2017-08-31$0
Net investment gain or loss from common/collective trusts2017-08-31$0
Net gain/loss from 103.12 investment entities2017-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$103,231
Employer contributions (assets) at end of year2017-08-31$0
Employer contributions (assets) at beginning of year2017-08-31$0
Income. Dividends from preferred stock2017-08-31$0
Income. Dividends from common stock2017-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$395,282
Contract administrator fees2017-08-31$4,724
Liabilities. Value of benefit claims payable at beginning of year2017-08-31$0
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Aggregate proceeds on sale of assets2017-08-31$0
Aggregate carrying amount (costs) on sale of assets2017-08-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-08-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2017-08-31541149263
2016 : 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-08-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-08-31$0
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total transfer of assets to this plan2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Expenses. Interest paid2016-08-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-08-31$0
Total income from all sources (including contributions)2016-08-31$532,427
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$86,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$81,886
Expenses. Certain deemed distributions of participant loans2016-08-31$0
Value of total corrective distributions2016-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$395,307
Value of total assets at end of year2016-08-31$2,661,144
Value of total assets at beginning of year2016-08-31$2,215,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$4,697
Total income from rents2016-08-31$0
Total interest from all sources2016-08-31$6,611
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$17,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$17,322
Administrative expenses professional fees incurred2016-08-31$0
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$250,000
If this is an individual account plan, was there a blackout period2016-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Amount of non-exempt transactions with any party-in-interest2016-08-31$0
Contributions received from participants2016-08-31$286,157
Participant contributions at end of year2016-08-31$81,461
Participant contributions at beginning of year2016-08-31$88,183
Participant contributions at end of year2016-08-31$0
Participant contributions at beginning of year2016-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-08-31$7,905
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-08-31$0
Other income not declared elsewhere2016-08-31$0
Administrative expenses (other) incurred2016-08-31$0
Liabilities. Value of operating payables at beginning of year2016-08-31$0
Total non interest bearing cash at end of year2016-08-31$0
Total non interest bearing cash at beginning of year2016-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Income. Non cash contributions2016-08-31$0
Value of net income/loss2016-08-31$445,844
Value of net assets at end of year (total assets less liabilities)2016-08-31$2,661,144
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$2,215,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-08-31$0
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-08-31$0
Investment advisory and management fees2016-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$2,285,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$1,874,956
Interest on participant loans2016-08-31$3,385
Income. Interest from loans (other than to participants)2016-08-31$0
Interest earned on other investments2016-08-31$3,226
Income. Interest from US Government securities2016-08-31$0
Income. Interest from corporate debt instruments2016-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-08-31$293,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-08-31$252,161
Expenses. Payments to insurance carriers foe the provision of benefits2016-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$113,187
Net investment gain/loss from pooled separate accounts2016-08-31$0
Net investment gain or loss from common/collective trusts2016-08-31$0
Net gain/loss from 103.12 investment entities2016-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$101,245
Employer contributions (assets) at end of year2016-08-31$0
Employer contributions (assets) at beginning of year2016-08-31$0
Income. Dividends from preferred stock2016-08-31$0
Income. Dividends from common stock2016-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$81,886
Contract administrator fees2016-08-31$4,697
Liabilities. Value of benefit claims payable at beginning of year2016-08-31$0
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Aggregate proceeds on sale of assets2016-08-31$0
Aggregate carrying amount (costs) on sale of assets2016-08-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-08-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31YOUNT, HYDE AND BARBOUR
Accountancy firm EIN2016-08-31541149263
2015 : 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-08-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-08-31$0
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total transfer of assets to this plan2015-08-31$26,242
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Expenses. Interest paid2015-08-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-08-31$0
Total income from all sources (including contributions)2015-08-31$603,413
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$1,127,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$1,123,378
Expenses. Certain deemed distributions of participant loans2015-08-31$0
Value of total corrective distributions2015-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$651,764
Value of total assets at end of year2015-08-31$2,215,300
Value of total assets at beginning of year2015-08-31$2,712,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$3,705
Total income from rents2015-08-31$0
Total interest from all sources2015-08-31$4,990
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$18,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$18,820
Administrative expenses professional fees incurred2015-08-31$0
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$250,000
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Amount of non-exempt transactions with any party-in-interest2015-08-31$0
Contributions received from participants2015-08-31$293,196
Participant contributions at end of year2015-08-31$88,183
Participant contributions at end of year2015-08-31$0
Participant contributions at beginning of year2015-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-08-31$266,289
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-08-31$2,412
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-08-31$0
Other income not declared elsewhere2015-08-31$-1
Administrative expenses (other) incurred2015-08-31$0
Liabilities. Value of operating payables at beginning of year2015-08-31$0
Total non interest bearing cash at end of year2015-08-31$0
Total non interest bearing cash at beginning of year2015-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Income. Non cash contributions2015-08-31$0
Value of net income/loss2015-08-31$-523,670
Value of net assets at end of year (total assets less liabilities)2015-08-31$2,215,300
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$2,712,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-08-31$0
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-08-31$0
Investment advisory and management fees2015-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$1,874,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$0
Value of interest in pooled separate accounts at end of year2015-08-31$0
Value of interest in pooled separate accounts at beginning of year2015-08-31$2,207,883
Interest on participant loans2015-08-31$2,089
Income. Interest from loans (other than to participants)2015-08-31$0
Interest earned on other investments2015-08-31$2,901
Income. Interest from US Government securities2015-08-31$0
Income. Interest from corporate debt instruments2015-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-08-31$252,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-08-31$504,845
Expenses. Payments to insurance carriers foe the provision of benefits2015-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-72,160
Net investment gain/loss from pooled separate accounts2015-08-31$0
Net investment gain or loss from common/collective trusts2015-08-31$0
Net gain/loss from 103.12 investment entities2015-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$92,279
Employer contributions (assets) at end of year2015-08-31$0
Employer contributions (assets) at beginning of year2015-08-31$0
Income. Dividends from preferred stock2015-08-31$0
Income. Dividends from common stock2015-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$1,120,966
Contract administrator fees2015-08-31$3,705
Liabilities. Value of benefit claims payable at beginning of year2015-08-31$0
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Aggregate proceeds on sale of assets2015-08-31$0
Aggregate carrying amount (costs) on sale of assets2015-08-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-08-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31No
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31YOUNT HYDE & BARBOUR, P.C.
Accountancy firm EIN2015-08-31541149263
2014 : 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2014 401k financial data
Total income from all sources (including contributions)2014-08-31$710,111
Total of all expenses incurred2014-08-31$446,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$445,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$314,380
Value of total assets at end of year2014-08-31$2,712,728
Value of total assets at beginning of year2014-08-31$2,449,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$1,416
Total interest from all sources2014-08-31$4,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$250,000
If this is an individual account plan, was there a blackout period2014-08-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$223,410
Income. Received or receivable in cash from other sources (including rollovers)2014-08-31$4,168
Administrative expenses (other) incurred2014-08-31$1,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$263,135
Value of net assets at end of year (total assets less liabilities)2014-08-31$2,712,728
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$2,449,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in pooled separate accounts at end of year2014-08-31$2,207,883
Value of interest in pooled separate accounts at beginning of year2014-08-31$1,990,400
Interest earned on other investments2014-08-31$4,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-08-31$504,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-08-31$459,193
Net investment gain/loss from pooled separate accounts2014-08-31$391,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$86,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$445,560
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-08-31Yes
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31No
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31YOUNT HYDE & BARBOUR PC
Accountancy firm EIN2014-08-31541149263
2013 : 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2013 401k financial data
Total income from all sources (including contributions)2013-08-31$512,539
Total of all expenses incurred2013-08-31$332,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$331,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$238,276
Value of total assets at end of year2013-08-31$2,449,593
Value of total assets at beginning of year2013-08-31$2,269,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$1,204
Total interest from all sources2013-08-31$5,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$250,000
If this is an individual account plan, was there a blackout period2013-08-31No
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$170,325
Participant contributions at beginning of year2013-08-31$6,715
Income. Received or receivable in cash from other sources (including rollovers)2013-08-31$3,666
Administrative expenses (other) incurred2013-08-31$1,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$179,887
Value of net assets at end of year (total assets less liabilities)2013-08-31$2,449,593
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$2,269,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in pooled separate accounts at end of year2013-08-31$1,990,400
Value of interest in pooled separate accounts at beginning of year2013-08-31$1,797,518
Interest earned on other investments2013-08-31$5,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-08-31$459,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-08-31$462,478
Net investment gain/loss from pooled separate accounts2013-08-31$268,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31Yes
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$64,285
Employer contributions (assets) at beginning of year2013-08-31$2,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$331,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-08-31No
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31No
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31YOUNT HYDE & BARBOUR P.C.
Accountancy firm EIN2013-08-31541149263
2012 : 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2012 401k financial data
Total income from all sources (including contributions)2012-08-31$465,191
Total of all expenses incurred2012-08-31$264,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$263,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$256,105
Value of total assets at end of year2012-08-31$2,269,706
Value of total assets at beginning of year2012-08-31$2,069,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$1,242
Total interest from all sources2012-08-31$8,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$250,000
If this is an individual account plan, was there a blackout period2012-08-31No
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$177,883
Participant contributions at end of year2012-08-31$6,715
Administrative expenses (other) incurred2012-08-31$1,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$200,391
Value of net assets at end of year (total assets less liabilities)2012-08-31$2,269,706
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$2,069,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in pooled separate accounts at end of year2012-08-31$1,797,518
Value of interest in pooled separate accounts at beginning of year2012-08-31$1,606,082
Interest earned on other investments2012-08-31$8,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-08-31$462,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-08-31$463,233
Net investment gain/loss from pooled separate accounts2012-08-31$200,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31Yes
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$78,222
Employer contributions (assets) at end of year2012-08-31$2,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$263,558
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-08-31No
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31No
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31YOUNT HYDE & BARBOUR PC
Accountancy firm EIN2012-08-31541149263
2011 : 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$440,342
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$124,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$123,709
Expenses. Certain deemed distributions of participant loans2011-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$228,121
Value of total assets at end of year2011-08-31$2,069,315
Value of total assets at beginning of year2011-08-31$1,753,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$1,276
Total interest from all sources2011-08-31$9,178
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$220,000
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$152,989
Participant contributions at beginning of year2011-08-31$5,309
Income. Received or receivable in cash from other sources (including rollovers)2011-08-31$0
Administrative expenses (other) incurred2011-08-31$1,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$315,357
Value of net assets at end of year (total assets less liabilities)2011-08-31$2,069,315
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$1,753,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in pooled separate accounts at end of year2011-08-31$1,606,082
Value of interest in pooled separate accounts at beginning of year2011-08-31$1,339,970
Interest on participant loans2011-08-31$0
Interest earned on other investments2011-08-31$9,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-08-31$463,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-08-31$405,469
Expenses. Payments to insurance carriers foe the provision of benefits2011-08-31$0
Net investment gain/loss from pooled separate accounts2011-08-31$203,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31Yes
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$75,132
Employer contributions (assets) at beginning of year2011-08-31$3,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$123,709
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31No
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31MCGLADREY LLP
Accountancy firm EIN2011-08-31420714325
2010 : 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL

2020: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN FOR CONGRESSIONAL SCHOOL 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered162
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011322K
Policy instance 2
Insurance contract or identification number011322K
Number of Individuals Covered8
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered152
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011322K
Policy instance 2
Insurance contract or identification number011322K
Number of Individuals Covered10
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered116
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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