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THE HOWARD SCHOOL, INC. 401(K) PLAN 401k Plan overview

Plan NameTHE HOWARD SCHOOL, INC. 401(K) PLAN
Plan identification number 002

THE HOWARD SCHOOL, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • 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 HOWARD SCHOOL INC has sponsored the creation of one or more 401k plans.

Company Name:THE HOWARD SCHOOL INC
Employer identification number (EIN):580611768
NAIC Classification:611000

Additional information about THE HOWARD SCHOOL INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 468682

More information about THE HOWARD SCHOOL INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HOWARD SCHOOL, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-08-01
0022021-08-01
0022020-08-01
0022019-08-01
0022018-08-01
0022017-08-01MARY WINIFRED CILELLA
0022016-08-01MARY WINIFRED CILELLA
0022015-08-01MARY WINIFRED CILELLA
0022014-08-01MARY WINIFRED CILELLA
0022013-08-01MARY WINIFRED CILELLA
0022012-08-01MARY WINIFRED CILELLA2014-05-14
0022011-08-01MARY WINIFRED CILELLA2013-05-14
0022010-08-01MARY WINIFRED CILELLA2012-05-15

Plan Statistics for THE HOWARD SCHOOL, INC. 401(K) PLAN

401k plan membership statisitcs for THE HOWARD SCHOOL, INC. 401(K) PLAN

Measure Date Value
2022: THE HOWARD SCHOOL, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-08-01200
Total number of active participants reported on line 7a of the Form 55002022-08-01180
Number of retired or separated participants receiving benefits2022-08-010
Number of other retired or separated participants entitled to future benefits2022-08-0129
Total of all active and inactive participants2022-08-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-08-010
Total participants2022-08-01209
Number of participants with account balances2022-08-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-08-010
2021: THE HOWARD SCHOOL, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-08-01189
Total number of active participants reported on line 7a of the Form 55002021-08-01171
Number of retired or separated participants receiving benefits2021-08-010
Number of other retired or separated participants entitled to future benefits2021-08-0129
Total of all active and inactive participants2021-08-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-08-010
Total participants2021-08-01200
Number of participants with account balances2021-08-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-08-011
2020: THE HOWARD SCHOOL, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-01197
Total number of active participants reported on line 7a of the Form 55002020-08-01167
Number of retired or separated participants receiving benefits2020-08-010
Number of other retired or separated participants entitled to future benefits2020-08-0122
Total of all active and inactive participants2020-08-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-08-010
Total participants2020-08-01189
Number of participants with account balances2020-08-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-08-010
2019: THE HOWARD SCHOOL, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-01178
Total number of active participants reported on line 7a of the Form 55002019-08-01118
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-0179
Total of all active and inactive participants2019-08-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-08-010
Total participants2019-08-01197
Number of participants with account balances2019-08-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-08-010
2018: THE HOWARD SCHOOL, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-01173
Total number of active participants reported on line 7a of the Form 55002018-08-01145
Number of retired or separated participants receiving benefits2018-08-010
Number of other retired or separated participants entitled to future benefits2018-08-0133
Total of all active and inactive participants2018-08-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-08-010
Total participants2018-08-01178
Number of participants with account balances2018-08-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-08-010
2017: THE HOWARD SCHOOL, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-01162
Total number of active participants reported on line 7a of the Form 55002017-08-01139
Number of retired or separated participants receiving benefits2017-08-010
Number of other retired or separated participants entitled to future benefits2017-08-0134
Total of all active and inactive participants2017-08-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-010
Total participants2017-08-01173
Number of participants with account balances2017-08-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-08-010
2016: THE HOWARD SCHOOL, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-01148
Total number of active participants reported on line 7a of the Form 55002016-08-01132
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-0130
Total of all active and inactive participants2016-08-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-08-010
Total participants2016-08-01162
Number of participants with account balances2016-08-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-08-011
2015: THE HOWARD SCHOOL, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-01136
Total number of active participants reported on line 7a of the Form 55002015-08-01122
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-0126
Total of all active and inactive participants2015-08-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-010
Total participants2015-08-01148
Number of participants with account balances2015-08-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-011
2014: THE HOWARD SCHOOL, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-01139
Total number of active participants reported on line 7a of the Form 55002014-08-01115
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-0121
Total of all active and inactive participants2014-08-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-010
Total participants2014-08-01136
Number of participants with account balances2014-08-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-010
2013: THE HOWARD SCHOOL, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-01126
Total number of active participants reported on line 7a of the Form 55002013-08-0199
Number of retired or separated participants receiving benefits2013-08-010
Number of other retired or separated participants entitled to future benefits2013-08-0140
Total of all active and inactive participants2013-08-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-010
Total participants2013-08-01139
Number of participants with account balances2013-08-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-010

Financial Data on THE HOWARD SCHOOL, INC. 401(K) PLAN

Measure Date Value
2023 : THE HOWARD SCHOOL, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-07-31$0
Total income from all sources (including contributions)2023-07-31$1,653,065
Total loss/gain on sale of assets2023-07-31$0
Total of all expenses incurred2023-07-31$1,549,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-07-31$1,439,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-07-31$856,121
Value of total assets at end of year2023-07-31$10,599,527
Value of total assets at beginning of year2023-07-31$10,495,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-07-31$109,730
Total interest from all sources2023-07-31$4,709
Total dividends received (eg from common stock, registered investment company shares)2023-07-31$241,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-07-31$241,273
Was this plan covered by a fidelity bond2023-07-31Yes
Value of fidelity bond cover2023-07-31$500,000
If this is an individual account plan, was there a blackout period2023-07-31No
Were there any nonexempt tranactions with any party-in-interest2023-07-31No
Contributions received from participants2023-07-31$465,233
Participant contributions at end of year2023-07-31$42,765
Participant contributions at beginning of year2023-07-31$55,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-07-31No
Value of net income/loss2023-07-31$103,555
Value of net assets at end of year (total assets less liabilities)2023-07-31$10,599,527
Value of net assets at beginning of year (total assets less liabilities)2023-07-31$10,495,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-07-31No
Were any leases to which the plan was party in default or uncollectible2023-07-31No
Investment advisory and management fees2023-07-31$28,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-07-31$10,454,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-07-31$10,322,837
Interest on participant loans2023-07-31$2,126
Interest earned on other investments2023-07-31$2,583
Value of interest in common/collective trusts at end of year2023-07-31$28,420
Value of interest in common/collective trusts at beginning of year2023-07-31$27,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-07-31$73,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-07-31$90,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-07-31$550,328
Net investment gain or loss from common/collective trusts2023-07-31$634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-07-31No
Was there a failure to transmit to the plan any participant contributions2023-07-31Yes
Has the plan failed to provide any benefit when due under the plan2023-07-31No
Contributions received in cash from employer2023-07-31$390,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-07-31$1,439,780
Contract administrator fees2023-07-31$81,617
Did the plan have assets held for investment2023-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-07-31No
Opinion of an independent qualified public accountant for this plan2023-07-31Unqualified
Accountancy firm name2023-07-31APRIO LLP
Accountancy firm EIN2023-07-31571157523
2022 : THE HOWARD SCHOOL, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$0
Total income from all sources (including contributions)2022-07-31$73,341
Total loss/gain on sale of assets2022-07-31$0
Total of all expenses incurred2022-07-31$567,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-31$418,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-31$1,104,485
Value of total assets at end of year2022-07-31$10,495,972
Value of total assets at beginning of year2022-07-31$10,990,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-31$149,116
Total interest from all sources2022-07-31$4,708
Total dividends received (eg from common stock, registered investment company shares)2022-07-31$574,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-07-31$574,477
Was this plan covered by a fidelity bond2022-07-31Yes
Value of fidelity bond cover2022-07-31$500,000
If this is an individual account plan, was there a blackout period2022-07-31No
Were there any nonexempt tranactions with any party-in-interest2022-07-31No
Contributions received from participants2022-07-31$415,057
Participant contributions at end of year2022-07-31$55,503
Participant contributions at beginning of year2022-07-31$33,391
Income. Received or receivable in cash from other sources (including rollovers)2022-07-31$306,539
Other income not declared elsewhere2022-07-31$1,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Value of net income/loss2022-07-31$-494,240
Value of net assets at end of year (total assets less liabilities)2022-07-31$10,495,972
Value of net assets at beginning of year (total assets less liabilities)2022-07-31$10,990,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-31No
Were any leases to which the plan was party in default or uncollectible2022-07-31No
Investment advisory and management fees2022-07-31$44,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-07-31$10,322,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-07-31$10,819,559
Interest on participant loans2022-07-31$1,809
Interest earned on other investments2022-07-31$2,899
Value of interest in common/collective trusts at end of year2022-07-31$27,574
Value of interest in common/collective trusts at beginning of year2022-07-31$25,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-07-31$90,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-07-31$111,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-07-31$-1,611,833
Net investment gain or loss from common/collective trusts2022-07-31$381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-31No
Was there a failure to transmit to the plan any participant contributions2022-07-31No
Has the plan failed to provide any benefit when due under the plan2022-07-31No
Contributions received in cash from employer2022-07-31$382,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-07-31$418,465
Contract administrator fees2022-07-31$104,296
Did the plan have assets held for investment2022-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-31No
Opinion of an independent qualified public accountant for this plan2022-07-31Unqualified
Accountancy firm name2022-07-31APRIO LLP
Accountancy firm EIN2022-07-31571157523
2021 : THE HOWARD SCHOOL, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-31$0
Total income from all sources (including contributions)2021-07-31$2,857,011
Total loss/gain on sale of assets2021-07-31$0
Total of all expenses incurred2021-07-31$974,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-07-31$835,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-07-31$774,698
Value of total assets at end of year2021-07-31$10,990,212
Value of total assets at beginning of year2021-07-31$9,107,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-07-31$139,276
Total interest from all sources2021-07-31$3,493
Total dividends received (eg from common stock, registered investment company shares)2021-07-31$410,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-07-31$410,789
Was this plan covered by a fidelity bond2021-07-31Yes
Value of fidelity bond cover2021-07-31$500,000
If this is an individual account plan, was there a blackout period2021-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-07-31$0
Were there any nonexempt tranactions with any party-in-interest2021-07-31No
Contributions received from participants2021-07-31$412,754
Participant contributions at end of year2021-07-31$33,391
Participant contributions at beginning of year2021-07-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-07-31$1,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-31No
Value of net income/loss2021-07-31$1,882,556
Value of net assets at end of year (total assets less liabilities)2021-07-31$10,990,212
Value of net assets at beginning of year (total assets less liabilities)2021-07-31$9,107,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-07-31No
Were any leases to which the plan was party in default or uncollectible2021-07-31No
Investment advisory and management fees2021-07-31$43,412
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-07-31$10,819,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-07-31$9,029,536
Interest on participant loans2021-07-31$366
Interest earned on other investments2021-07-31$3,127
Value of interest in common/collective trusts at end of year2021-07-31$25,724
Value of interest in common/collective trusts at beginning of year2021-07-31$27,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-07-31$111,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-07-31$51,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-07-31$1,667,616
Net investment gain or loss from common/collective trusts2021-07-31$415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-07-31No
Was there a failure to transmit to the plan any participant contributions2021-07-31No
Has the plan failed to provide any benefit when due under the plan2021-07-31No
Contributions received in cash from employer2021-07-31$360,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-07-31$835,179
Contract administrator fees2021-07-31$95,864
Did the plan have assets held for investment2021-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-07-31No
Opinion of an independent qualified public accountant for this plan2021-07-31Disclaimer
Accountancy firm name2021-07-31APRIO LLP
Accountancy firm EIN2021-07-31571157523
2020 : THE HOWARD SCHOOL, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$0
Total income from all sources (including contributions)2020-07-31$1,543,410
Total loss/gain on sale of assets2020-07-31$0
Total of all expenses incurred2020-07-31$636,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-07-31$514,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-07-31$757,451
Value of total assets at end of year2020-07-31$9,107,656
Value of total assets at beginning of year2020-07-31$8,200,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-07-31$121,752
Total interest from all sources2020-07-31$2,089
Total dividends received (eg from common stock, registered investment company shares)2020-07-31$415,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-07-31$415,355
Was this plan covered by a fidelity bond2020-07-31Yes
Value of fidelity bond cover2020-07-31$500,000
If this is an individual account plan, was there a blackout period2020-07-31No
Were there any nonexempt tranactions with any party-in-interest2020-07-31No
Contributions received from participants2020-07-31$368,988
Income. Received or receivable in cash from other sources (including rollovers)2020-07-31$43,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Value of net income/loss2020-07-31$907,259
Value of net assets at end of year (total assets less liabilities)2020-07-31$9,107,656
Value of net assets at beginning of year (total assets less liabilities)2020-07-31$8,200,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-07-31No
Were any leases to which the plan was party in default or uncollectible2020-07-31No
Investment advisory and management fees2020-07-31$39,838
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-07-31$9,029,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-07-31$8,068,158
Value of interest in pooled separate accounts at end of year2020-07-31$0
Value of interest in pooled separate accounts at beginning of year2020-07-31$13,495
Interest earned on other investments2020-07-31$2,089
Value of interest in common/collective trusts at end of year2020-07-31$27,050
Value of interest in common/collective trusts at beginning of year2020-07-31$27,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-07-31$51,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-07-31$91,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-07-31$367,816
Net investment gain/loss from pooled separate accounts2020-07-31$132
Net investment gain or loss from common/collective trusts2020-07-31$567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-07-31No
Was there a failure to transmit to the plan any participant contributions2020-07-31No
Has the plan failed to provide any benefit when due under the plan2020-07-31No
Contributions received in cash from employer2020-07-31$345,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-07-31$514,399
Contract administrator fees2020-07-31$81,914
Did the plan have assets held for investment2020-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-07-31Yes
Opinion of an independent qualified public accountant for this plan2020-07-31Disclaimer
Accountancy firm name2020-07-31ROSS LANE & COMPANY, LLC
Accountancy firm EIN2020-07-31581686745
2019 : THE HOWARD SCHOOL, INC. 401(K) PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-07-31$0
2018 : THE HOWARD SCHOOL, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$0
Total income from all sources (including contributions)2018-07-31$1,378,274
Total loss/gain on sale of assets2018-07-31$0
Total of all expenses incurred2018-07-31$511,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-07-31$398,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-07-31$749,042
Value of total assets at end of year2018-07-31$7,898,951
Value of total assets at beginning of year2018-07-31$7,031,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-07-31$112,500
Total interest from all sources2018-07-31$2,031
Total dividends received (eg from common stock, registered investment company shares)2018-07-31$194,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-07-31$194,343
Was this plan covered by a fidelity bond2018-07-31Yes
Value of fidelity bond cover2018-07-31$500,000
If this is an individual account plan, was there a blackout period2018-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-07-31$0
Were there any nonexempt tranactions with any party-in-interest2018-07-31No
Contributions received from participants2018-07-31$389,258
Income. Received or receivable in cash from other sources (including rollovers)2018-07-31$37,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Value of net income/loss2018-07-31$867,127
Value of net assets at end of year (total assets less liabilities)2018-07-31$7,898,951
Value of net assets at beginning of year (total assets less liabilities)2018-07-31$7,031,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-07-31No
Were any leases to which the plan was party in default or uncollectible2018-07-31No
Investment advisory and management fees2018-07-31$39,599
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-07-31$7,800,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-07-31$6,900,770
Value of interest in pooled separate accounts at end of year2018-07-31$13,648
Value of interest in pooled separate accounts at beginning of year2018-07-31$18,158
Interest earned on other investments2018-07-31$2,031
Value of interest in common/collective trusts at end of year2018-07-31$27,916
Value of interest in common/collective trusts at beginning of year2018-07-31$28,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-07-31$57,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-07-31$84,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-07-31$431,348
Net investment gain/loss from pooled separate accounts2018-07-31$1,025
Net investment gain or loss from common/collective trusts2018-07-31$485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-07-31No
Was there a failure to transmit to the plan any participant contributions2018-07-31No
Has the plan failed to provide any benefit when due under the plan2018-07-31No
Contributions received in cash from employer2018-07-31$322,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-07-31$398,647
Contract administrator fees2018-07-31$72,901
Did the plan have assets held for investment2018-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-07-31Yes
Opinion of an independent qualified public accountant for this plan2018-07-31Disclaimer
Accountancy firm name2018-07-31APRIO, LLP
Accountancy firm EIN2018-07-31571157523
2017 : THE HOWARD SCHOOL, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-31$0
Total income from all sources (including contributions)2017-07-31$1,278,052
Total loss/gain on sale of assets2017-07-31$0
Total of all expenses incurred2017-07-31$507,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-07-31$409,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-07-31$645,776
Value of total assets at end of year2017-07-31$7,031,824
Value of total assets at beginning of year2017-07-31$6,260,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-07-31$98,058
Total interest from all sources2017-07-31$2,478
Total dividends received (eg from common stock, registered investment company shares)2017-07-31$168,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-07-31$168,761
Was this plan covered by a fidelity bond2017-07-31Yes
Value of fidelity bond cover2017-07-31$500,000
If this is an individual account plan, was there a blackout period2017-07-31No
Were there any nonexempt tranactions with any party-in-interest2017-07-31No
Contributions received from participants2017-07-31$359,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-31No
Value of net income/loss2017-07-31$770,852
Value of net assets at end of year (total assets less liabilities)2017-07-31$7,031,824
Value of net assets at beginning of year (total assets less liabilities)2017-07-31$6,260,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-07-31No
Were any leases to which the plan was party in default or uncollectible2017-07-31No
Investment advisory and management fees2017-07-31$34,906
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-07-31$6,900,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-07-31$6,026,473
Value of interest in pooled separate accounts at end of year2017-07-31$18,158
Value of interest in pooled separate accounts at beginning of year2017-07-31$8,254
Interest earned on other investments2017-07-31$2,478
Value of interest in common/collective trusts at end of year2017-07-31$28,230
Value of interest in common/collective trusts at beginning of year2017-07-31$131,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-07-31$84,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-07-31$94,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-07-31$459,686
Net investment gain/loss from pooled separate accounts2017-07-31$423
Net investment gain or loss from common/collective trusts2017-07-31$928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-07-31No
Was there a failure to transmit to the plan any participant contributions2017-07-31No
Has the plan failed to provide any benefit when due under the plan2017-07-31No
Contributions received in cash from employer2017-07-31$286,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-07-31$409,142
Contract administrator fees2017-07-31$63,152
Did the plan have assets held for investment2017-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-07-31Yes
Opinion of an independent qualified public accountant for this plan2017-07-31Disclaimer
Accountancy firm name2017-07-31HABIF, AROGETI, & WYNNE, LLP
Accountancy firm EIN2017-07-31571157523
2016 : THE HOWARD SCHOOL, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$0
Total income from all sources (including contributions)2016-07-31$839,791
Total loss/gain on sale of assets2016-07-31$0
Total of all expenses incurred2016-07-31$126,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-07-31$41,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-07-31$596,998
Value of total assets at end of year2016-07-31$6,260,971
Value of total assets at beginning of year2016-07-31$5,547,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-07-31$85,564
Total interest from all sources2016-07-31$2,233
Total dividends received (eg from common stock, registered investment company shares)2016-07-31$133,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-07-31$133,734
Was this plan covered by a fidelity bond2016-07-31Yes
Value of fidelity bond cover2016-07-31$500,000
If this is an individual account plan, was there a blackout period2016-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-07-31$0
Were there any nonexempt tranactions with any party-in-interest2016-07-31No
Contributions received from participants2016-07-31$321,242
Income. Received or receivable in cash from other sources (including rollovers)2016-07-31$814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Value of net income/loss2016-07-31$713,152
Value of net assets at end of year (total assets less liabilities)2016-07-31$6,260,971
Value of net assets at beginning of year (total assets less liabilities)2016-07-31$5,547,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-07-31No
Were any leases to which the plan was party in default or uncollectible2016-07-31No
Investment advisory and management fees2016-07-31$31,853
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-07-31$6,026,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-07-31$5,463,382
Value of interest in pooled separate accounts at end of year2016-07-31$8,254
Value of interest in pooled separate accounts at beginning of year2016-07-31$1,610
Interest earned on other investments2016-07-31$2,233
Value of interest in common/collective trusts at end of year2016-07-31$131,685
Value of interest in common/collective trusts at beginning of year2016-07-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-07-31$94,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-07-31$82,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-07-31$105,246
Net investment gain/loss from pooled separate accounts2016-07-31$323
Net investment gain or loss from common/collective trusts2016-07-31$1,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-07-31No
Was there a failure to transmit to the plan any participant contributions2016-07-31Yes
Has the plan failed to provide any benefit when due under the plan2016-07-31No
Contributions received in cash from employer2016-07-31$274,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-07-31$41,075
Contract administrator fees2016-07-31$53,711
Did the plan have assets held for investment2016-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-07-31Yes
Opinion of an independent qualified public accountant for this plan2016-07-31Disclaimer
Accountancy firm name2016-07-31APRIO, LLP
Accountancy firm EIN2016-07-31571157523
2015 : THE HOWARD SCHOOL, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$0
Total income from all sources (including contributions)2015-07-31$796,303
Total loss/gain on sale of assets2015-07-31$0
Total of all expenses incurred2015-07-31$178,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-07-31$99,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-07-31$470,667
Value of total assets at end of year2015-07-31$5,547,819
Value of total assets at beginning of year2015-07-31$4,929,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-07-31$78,509
Total interest from all sources2015-07-31$3,090
Total dividends received (eg from common stock, registered investment company shares)2015-07-31$80,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-07-31$80,711
Was this plan covered by a fidelity bond2015-07-31Yes
Value of fidelity bond cover2015-07-31$500,000
If this is an individual account plan, was there a blackout period2015-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-31$0
Were there any nonexempt tranactions with any party-in-interest2015-07-31No
Contributions received from participants2015-07-31$230,002
Participant contributions at end of year2015-07-31$0
Participant contributions at beginning of year2015-07-31$9,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Value of net income/loss2015-07-31$618,180
Value of net assets at end of year (total assets less liabilities)2015-07-31$5,547,819
Value of net assets at beginning of year (total assets less liabilities)2015-07-31$4,929,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-07-31No
Were any leases to which the plan was party in default or uncollectible2015-07-31No
Investment advisory and management fees2015-07-31$29,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-07-31$5,463,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-07-31$4,810,433
Value of interest in pooled separate accounts at end of year2015-07-31$1,610
Value of interest in pooled separate accounts at beginning of year2015-07-31$357
Interest earned on other investments2015-07-31$3,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-07-31$82,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-07-31$97,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-07-31$241,728
Net investment gain/loss from pooled separate accounts2015-07-31$107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-07-31No
Was there a failure to transmit to the plan any participant contributions2015-07-31No
Has the plan failed to provide any benefit when due under the plan2015-07-31No
Contributions received in cash from employer2015-07-31$240,665
Employer contributions (assets) at end of year2015-07-31$0
Employer contributions (assets) at beginning of year2015-07-31$11,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-07-31$99,614
Contract administrator fees2015-07-31$48,984
Did the plan have assets held for investment2015-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-07-31Yes
Opinion of an independent qualified public accountant for this plan2015-07-31Disclaimer
Accountancy firm name2015-07-31HABIF, AROGETI, & WYNNE, LLP
Accountancy firm EIN2015-07-31571157523
2014 : THE HOWARD SCHOOL, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$0
Total income from all sources (including contributions)2014-07-31$958,517
Total loss/gain on sale of assets2014-07-31$0
Total of all expenses incurred2014-07-31$438,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-07-31$368,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-07-31$473,787
Value of total assets at end of year2014-07-31$4,929,639
Value of total assets at beginning of year2014-07-31$4,409,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-07-31$69,854
Total interest from all sources2014-07-31$2,740
Total dividends received (eg from common stock, registered investment company shares)2014-07-31$83,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-07-31$83,297
Was this plan covered by a fidelity bond2014-07-31Yes
Value of fidelity bond cover2014-07-31$300,000
If this is an individual account plan, was there a blackout period2014-07-31No
Were there any nonexempt tranactions with any party-in-interest2014-07-31No
Contributions received from participants2014-07-31$248,557
Participant contributions at end of year2014-07-31$0
Participant contributions at beginning of year2014-07-31$2,461
Participant contributions at end of year2014-07-31$9,654
Participant contributions at beginning of year2014-07-31$11,156
Income. Received or receivable in cash from other sources (including rollovers)2014-07-31$10,470
Other income not declared elsewhere2014-07-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Value of net income/loss2014-07-31$520,372
Value of net assets at end of year (total assets less liabilities)2014-07-31$4,929,639
Value of net assets at beginning of year (total assets less liabilities)2014-07-31$4,409,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-07-31No
Were any leases to which the plan was party in default or uncollectible2014-07-31No
Investment advisory and management fees2014-07-31$26,797
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-07-31$4,810,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-07-31$4,296,579
Value of interest in pooled separate accounts at end of year2014-07-31$357
Value of interest in pooled separate accounts at beginning of year2014-07-31$0
Interest on participant loans2014-07-31$40
Interest earned on other investments2014-07-31$2,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-07-31$97,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-07-31$88,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-07-31$398,678
Net investment gain/loss from pooled separate accounts2014-07-31$13
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-07-31No
Was there a failure to transmit to the plan any participant contributions2014-07-31Yes
Has the plan failed to provide any benefit when due under the plan2014-07-31No
Contributions received in cash from employer2014-07-31$214,760
Employer contributions (assets) at end of year2014-07-31$11,349
Employer contributions (assets) at beginning of year2014-07-31$10,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-07-31$368,291
Contract administrator fees2014-07-31$43,057
Did the plan have assets held for investment2014-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-07-31Yes
Opinion of an independent qualified public accountant for this plan2014-07-31Disclaimer
Accountancy firm name2014-07-31HABIF, AROGETI, & WYNNE, LLP
Accountancy firm EIN2014-07-31571157523

Form 5500 Responses for THE HOWARD SCHOOL, INC. 401(K) PLAN

2022: THE HOWARD SCHOOL, INC. 401(K) PLAN 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01Submission has been amendedNo
2022-08-01This submission is the final filingNo
2022-08-01This return/report is a short plan year return/report (less than 12 months)No
2022-08-01Plan is a collectively bargained planNo
2022-08-01Plan funding arrangement – InsuranceYes
2022-08-01Plan funding arrangement – TrustYes
2022-08-01Plan benefit arrangement – InsuranceYes
2022-08-01Plan benefit arrangement - TrustYes
2021: THE HOWARD SCHOOL, INC. 401(K) PLAN 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Submission has been amendedNo
2021-08-01This submission is the final filingNo
2021-08-01This return/report is a short plan year return/report (less than 12 months)No
2021-08-01Plan is a collectively bargained planNo
2021-08-01Plan funding arrangement – InsuranceYes
2021-08-01Plan funding arrangement – TrustYes
2021-08-01Plan benefit arrangement – InsuranceYes
2021-08-01Plan benefit arrangement - TrustYes
2020: THE HOWARD SCHOOL, INC. 401(K) PLAN 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Submission has been amendedNo
2020-08-01This submission is the final filingNo
2020-08-01This return/report is a short plan year return/report (less than 12 months)No
2020-08-01Plan is a collectively bargained planNo
2020-08-01Plan funding arrangement – InsuranceYes
2020-08-01Plan funding arrangement – TrustYes
2020-08-01Plan benefit arrangement – InsuranceYes
2020-08-01Plan benefit arrangement - TrustYes
2019: THE HOWARD SCHOOL, INC. 401(K) PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Submission has been amendedNo
2019-08-01This submission is the final filingNo
2019-08-01This return/report is a short plan year return/report (less than 12 months)No
2019-08-01Plan is a collectively bargained planNo
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement – InsuranceYes
2019-08-01Plan benefit arrangement - TrustYes
2018: THE HOWARD SCHOOL, INC. 401(K) PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingNo
2018-08-01This return/report is a short plan year return/report (less than 12 months)No
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement – InsuranceYes
2018-08-01Plan benefit arrangement - TrustYes
2017: THE HOWARD SCHOOL, INC. 401(K) PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingNo
2017-08-01This return/report is a short plan year return/report (less than 12 months)No
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement – InsuranceYes
2017-08-01Plan benefit arrangement - TrustYes
2016: THE HOWARD SCHOOL, INC. 401(K) PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement – InsuranceYes
2016-08-01Plan benefit arrangement - TrustYes
2015: THE HOWARD SCHOOL, INC. 401(K) PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement – InsuranceYes
2015-08-01Plan benefit arrangement - TrustYes
2014: THE HOWARD SCHOOL, INC. 401(K) PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement – InsuranceYes
2014-08-01Plan benefit arrangement - TrustYes
2013: THE HOWARD SCHOOL, INC. 401(K) PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement – InsuranceYes
2013-08-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405458
Policy instance 1
Insurance contract or identification number405458
Number of Individuals Covered5
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405458
Policy instance 1
Insurance contract or identification number405458
Number of Individuals Covered5
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405458
Policy instance 1
Insurance contract or identification number405458
Number of Individuals Covered7
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405458
Policy instance 1
Insurance contract or identification number405458
Number of Individuals Covered9
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405458
Policy instance 1
Insurance contract or identification number405458
Number of Individuals Covered14
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405458
Policy instance 1
Insurance contract or identification number405458
Number of Individuals Covered12
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405458
Policy instance 1
Insurance contract or identification number405458
Number of Individuals Covered13
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405458
Policy instance 1
Insurance contract or identification number405458
Number of Individuals Covered47
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405458
Policy instance 1
Insurance contract or identification number405458
Number of Individuals Covered45
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Potentially related plans

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