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| Plan Name | OAK RIDGE FOUNDATION INC. DBA OAK RIDGE MILITARY ACADEMY SUPPLEMENTAL PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | OAK RIDGE FOUNDATION INC |
| Employer identification number (EIN): | 560847845 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | SHANNON BOWLES | 2024-06-04 | ||
| 001 | 2022-01-01 | SHANNON BOWLES | 2023-06-15 | ||
| 001 | 2013-01-01 | ||||
| 001 | 2012-01-01 | JAMES SAVAGE | 2013-07-15 | ||
| 001 | 2011-01-01 | WILBUR W YEARGIN | 2012-11-02 | ||
| 001 | 2010-01-01 | WILBUR W YEARGIN | 2012-11-02 |
| Measure | Date | Value |
|---|---|---|
| 2024: OAK RIDGE FOUNDATION INC. DBA OAK RIDGE MILITARY ACADEMY SUPPLEMENTAL PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-06-04 | 58 |
| Total number of particpants at end of year | 2024-06-04 | 68 |
| Number of Participants With Account Balances | 2024-06-04 | 10 |
| Measure | Date | Value |
|---|---|---|
| 2024 : OAK RIDGE FOUNDATION INC. DBA OAK RIDGE MILITARY ACADEMY SUPPLEMENTAL PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-06-04 | 1485 |
| Net assets as of the end of the plan year | 2024-06-04 | 58090 |
| Total assets as of the beginning of the plan year | 2024-06-04 | 16552 |
| Value of plan covered by a fidelity bond | 2024-06-04 | 2000 |
| Participant contributions to plan in this plan year | 2024-06-04 | 36459 |
| Other income to plan in this plan year | 2024-06-04 | 6564 |
| Plan net income in this plan year | 2024-06-04 | 41538 |
| Net assets as of the end of the plan year | 2024-06-04 | 58090 |
| Net assets as of the beginning of the plan year | 2024-06-04 | 16552 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-04 | 1485 |
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