401k Plan data: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN plan

MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN
Plan identification number	001

MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.

401k Sponsoring company profile

MOUNT VERNON PRESBYTERIAN SCHOOL INC. has sponsored the creation of one or more 401k plans.

Company Name: MOUNT VERNON PRESBYTERIAN SCHOOL INC.

Employer identification number (EIN): 582054415

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 CHRISTOPHER WINSLOW
001 2016-07-01 CHRISTOPHER WINSLOW
001 2015-07-01 BRUCE P. MORINE
001 2014-07-01 BRUCE P. MORINE
001 2013-07-01 BRUCE P. MORINE
001 2012-07-01 BRUCE P. MORINE
001 2011-07-01 BRUCE P. MORINE 2012-11-29 BRUCE P. MORINE 2012-11-29
001 2010-07-01 BRUCE P. MORINE 2012-02-01 BRUCE P. MORINE 2012-02-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01	CHRISTOPHER WINSLOW
001	2016-07-01	CHRISTOPHER WINSLOW
001	2015-07-01	BRUCE P. MORINE
001	2014-07-01	BRUCE P. MORINE
001	2013-07-01	BRUCE P. MORINE
001	2012-07-01	BRUCE P. MORINE
001	2011-07-01	BRUCE P. MORINE	2012-11-29	BRUCE P. MORINE	2012-11-29
001	2010-07-01	BRUCE P. MORINE	2012-02-01	BRUCE P. MORINE	2012-02-01

Plan Statistics for MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN

401k plan membership statisitcs for MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN

Measure Date Value
2022: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 684
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 457
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 198
Total of all active and inactive participants 2022-07-01 655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 655
Number of participants with account balances 2022-07-01 436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 442
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 480
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 204
Total of all active and inactive participants 2021-07-01 684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 684
Number of participants with account balances 2021-07-01 405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 424
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 275
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 167
Total of all active and inactive participants 2020-07-01 442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 442
Number of participants with account balances 2020-07-01 307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 287
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 222
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 201
Total of all active and inactive participants 2019-07-01 423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 424
Number of participants with account balances 2019-07-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 271
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 183
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 104
Total of all active and inactive participants 2018-07-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 287
Number of participants with account balances 2018-07-01 282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 234
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 172
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 99
Total of all active and inactive participants 2017-07-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 271
Number of participants with account balances 2017-07-01 265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 251
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 156
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 78
Total of all active and inactive participants 2016-07-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 234
Number of participants with account balances 2016-07-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 185
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 183
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 68
Total of all active and inactive participants 2015-07-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 251
Number of participants with account balances 2015-07-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 163
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 126
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 59
Total of all active and inactive participants 2014-07-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 185
Number of participants with account balances 2014-07-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 130
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 103
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 60
Total of all active and inactive participants 2013-07-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 163
Number of participants with account balances 2013-07-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 118
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 127
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 3
Total of all active and inactive participants 2012-07-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 130
Number of participants with account balances 2012-07-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0

Measure	Date	Value
2022: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	684
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	457
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	198
Total of all active and inactive participants	2022-07-01	655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	655
Number of participants with account balances	2022-07-01	436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	442
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	480
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	204
Total of all active and inactive participants	2021-07-01	684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	684
Number of participants with account balances	2021-07-01	405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	424
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	275
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	167
Total of all active and inactive participants	2020-07-01	442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	442
Number of participants with account balances	2020-07-01	307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	287
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	222
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	201
Total of all active and inactive participants	2019-07-01	423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	424
Number of participants with account balances	2019-07-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	271
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	183
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	104
Total of all active and inactive participants	2018-07-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	287
Number of participants with account balances	2018-07-01	282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	234
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	172
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	99
Total of all active and inactive participants	2017-07-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	271
Number of participants with account balances	2017-07-01	265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	251
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	156
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	78
Total of all active and inactive participants	2016-07-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	234
Number of participants with account balances	2016-07-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	185
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	183
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	68
Total of all active and inactive participants	2015-07-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	251
Number of participants with account balances	2015-07-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	163
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	126
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	59
Total of all active and inactive participants	2014-07-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	185
Number of participants with account balances	2014-07-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	130
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	103
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	60
Total of all active and inactive participants	2013-07-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	163
Number of participants with account balances	2013-07-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	118
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	127
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	3
Total of all active and inactive participants	2012-07-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	130
Number of participants with account balances	2012-07-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0

Financial Data on MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN

Measure	Date	Value
2023 : MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$4,309,853
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$1,283,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$1,219,154
Value of total corrective distributions	2023-06-30	$4,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$2,299,000
Value of total assets at end of year	2023-06-30	$18,170,299
Value of total assets at beginning of year	2023-06-30	$15,144,218
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$60,426
Total interest from all sources	2023-06-30	$18,426
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$262,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$262,900
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$1,206,266
Participant contributions at end of year	2023-06-30	$73,635
Participant contributions at beginning of year	2023-06-30	$40,844
Participant contributions at end of year	2023-06-30	$57,870
Participant contributions at beginning of year	2023-06-30	$51,006
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$293,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$3,026,081
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$18,170,299
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$15,144,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Investment advisory and management fees	2023-06-30	$29,858
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$17,358,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$14,304,410
Value of interest in pooled separate accounts at end of year	2023-06-30	$226,949
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$251,527
Interest on participant loans	2023-06-30	$1,979
Interest earned on other investments	2023-06-30	$16,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$414,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$459,867
Expenses. Payments to insurance carriers foe the provision of benefits	2023-06-30	$40,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$1,752,252
Net investment gain/loss from pooled separate accounts	2023-06-30	$-22,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$799,165
Employer contributions (assets) at end of year	2023-06-30	$37,990
Employer contributions (assets) at beginning of year	2023-06-30	$36,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$1,178,384
Contract administrator fees	2023-06-30	$30,568
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	SMITH & HOWARD
Accountancy firm EIN	2023-06-30	581250486
2022 : MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-180,385
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$818,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$773,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$2,200,229
Value of total assets at end of year	2022-06-30	$15,144,218
Value of total assets at beginning of year	2022-06-30	$16,143,572
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$45,924
Total interest from all sources	2022-06-30	$17,930
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$242,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$242,353
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$1,070,725
Participant contributions at end of year	2022-06-30	$40,844
Participant contributions at beginning of year	2022-06-30	$71,630
Participant contributions at end of year	2022-06-30	$51,006
Participant contributions at beginning of year	2022-06-30	$41,769
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$417,186
Administrative expenses (other) incurred	2022-06-30	$16,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-999,354
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$15,144,218
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$16,143,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$14,304,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$15,297,676
Value of interest in pooled separate accounts at end of year	2022-06-30	$251,527
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$232,254
Interest on participant loans	2022-06-30	$2,271
Interest earned on other investments	2022-06-30	$15,659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$459,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$476,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-2,688,830
Net investment gain/loss from pooled separate accounts	2022-06-30	$47,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$712,318
Employer contributions (assets) at end of year	2022-06-30	$36,564
Employer contributions (assets) at beginning of year	2022-06-30	$24,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$773,045
Contract administrator fees	2022-06-30	$29,335
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2022-06-30	721396621
2021 : MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$5,422,456
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$1,951,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,887,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,460,135
Value of total assets at end of year	2021-06-30	$16,143,572
Value of total assets at beginning of year	2021-06-30	$12,672,704
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$64,315
Total interest from all sources	2021-06-30	$18,574
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$164,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$164,047
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$831,652
Participant contributions at end of year	2021-06-30	$71,630
Participant contributions at beginning of year	2021-06-30	$44,588
Participant contributions at end of year	2021-06-30	$41,769
Participant contributions at beginning of year	2021-06-30	$33,369
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$137,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$3,470,868
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$16,143,572
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$12,672,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$40,393
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$15,297,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$11,767,163
Value of interest in pooled separate accounts at end of year	2021-06-30	$232,254
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$298,375
Interest on participant loans	2021-06-30	$2,274
Interest earned on other investments	2021-06-30	$16,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$476,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$508,341
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$104,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$3,760,715
Net investment gain/loss from pooled separate accounts	2021-06-30	$18,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$491,412
Employer contributions (assets) at end of year	2021-06-30	$24,025
Employer contributions (assets) at beginning of year	2021-06-30	$20,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,782,706
Contract administrator fees	2021-06-30	$23,922
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	BROOKS, MCGINNIS & COMPANY LLC
Accountancy firm EIN	2021-06-30	582161308
2020 : MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$2,779,791
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$1,321,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,276,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$2,090,643
Value of total assets at end of year	2020-06-30	$12,672,704
Value of total assets at beginning of year	2020-06-30	$11,214,681
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$44,934
Total interest from all sources	2020-06-30	$634
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$176,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$176,957
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2020-06-30	$0
Minimum employer required contribution for this plan year	2020-06-30	$538,342
Amount contributed by the employer to the plan for this plan year	2020-06-30	$538,342
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$845,304
Participant contributions at end of year	2020-06-30	$44,588
Participant contributions at beginning of year	2020-06-30	$0
Participant contributions at end of year	2020-06-30	$33,369
Participant contributions at beginning of year	2020-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$706,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,458,023
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$12,672,704
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$11,214,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$27,857
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$11,767,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$10,272,104
Value of interest in pooled separate accounts at end of year	2020-06-30	$298,375
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$370,892
Interest on participant loans	2020-06-30	$634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$508,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$571,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$507,789
Net investment gain/loss from pooled separate accounts	2020-06-30	$3,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$538,342
Employer contributions (assets) at end of year	2020-06-30	$20,868
Employer contributions (assets) at beginning of year	2020-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,276,834
Contract administrator fees	2020-06-30	$17,077
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	BROOKS, MCGINNIS & COMPANY LLC
Accountancy firm EIN	2020-06-30	582161308
2019 : MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$2,072,019
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$1,533,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$1,514,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,399,196
Value of total assets at end of year	2019-06-30	$11,214,681
Value of total assets at beginning of year	2019-06-30	$10,675,672
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$18,893
Total interest from all sources	2019-06-30	$19,649
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$165,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$165,830
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2019-06-30	$0
Minimum employer required contribution for this plan year	2019-06-30	$463,014
Amount contributed by the employer to the plan for this plan year	2019-06-30	$463,014
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$829,986
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$106,196
Other income not declared elsewhere	2019-06-30	$33
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$539,009
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$11,214,681
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$10,675,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$10,272,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$9,748,412
Value of interest in pooled separate accounts at end of year	2019-06-30	$370,892
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$356,306
Interest earned on other investments	2019-06-30	$19,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$571,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$570,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$468,672
Net investment gain/loss from pooled separate accounts	2019-06-30	$18,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$463,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$1,514,117
Contract administrator fees	2019-06-30	$18,893
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	BROOKS, MCGINNIS & COMPANY LLC
Accountancy firm EIN	2019-06-30	582161308
2018 : MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$2,088,305
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$605,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$588,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,150,701
Value of total assets at end of year	2018-06-30	$10,675,672
Value of total assets at beginning of year	2018-06-30	$9,193,221
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$17,447
Total interest from all sources	2018-06-30	$19,930
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$128,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$128,188
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2018-06-30	$0
Minimum employer required contribution for this plan year	2018-06-30	$374,259
Amount contributed by the employer to the plan for this plan year	2018-06-30	$374,259
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$762,834
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$13,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,482,451
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$10,675,672
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$9,193,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$9,748,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$8,198,534
Value of interest in pooled separate accounts at end of year	2018-06-30	$356,306
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$419,573
Interest on participant loans	2018-06-30	$4
Interest earned on other investments	2018-06-30	$19,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$570,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$575,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$770,356
Net investment gain/loss from pooled separate accounts	2018-06-30	$19,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$374,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$588,407
Contract administrator fees	2018-06-30	$17,447
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	BROOKS, MCGINNIS & COMPANY LLC
Accountancy firm EIN	2018-06-30	582161308
2017 : MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$2,479,285
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$717,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$704,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,410,179
Value of total assets at end of year	2017-06-30	$9,193,221
Value of total assets at beginning of year	2017-06-30	$7,430,968
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$12,616
Total interest from all sources	2017-06-30	$17,952
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$99,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$99,683
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$759,214
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$264,790
Other income not declared elsewhere	2017-06-30	$251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,762,253
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$9,193,221
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$7,430,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$8,198,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$6,510,942
Value of interest in pooled separate accounts at end of year	2017-06-30	$419,573
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$416,290
Interest earned on other investments	2017-06-30	$17,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$575,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$503,736
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$39,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$935,421
Net investment gain/loss from pooled separate accounts	2017-06-30	$15,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$386,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$665,296
Contract administrator fees	2017-06-30	$12,616
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	BROOKS, MCGINNIS & COMPANY LLC
Accountancy firm EIN	2017-06-30	582161308
2016 : MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$1,309,689
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$510,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$504,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,193,377
Value of total assets at end of year	2016-06-30	$7,430,968
Value of total assets at beginning of year	2016-06-30	$6,632,215
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$5,949
Total interest from all sources	2016-06-30	$18,435
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$63,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$63,703
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2016-06-30	$0
Minimum employer required contribution for this plan year	2016-06-30	$326,913
Amount contributed by the employer to the plan for this plan year	2016-06-30	$326,913
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$679,966
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$22,305
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$186,498
Administrative expenses (other) incurred	2016-06-30	$85
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$798,753
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$7,430,968
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$6,632,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$6,510,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$5,258,443
Value of interest in pooled separate accounts at end of year	2016-06-30	$416,290
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$785,667
Interest earned on other investments	2016-06-30	$18,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$503,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$555,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-6,417
Net investment gain/loss from pooled separate accounts	2016-06-30	$40,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$326,913
Employer contributions (assets) at end of year	2016-06-30	$0
Employer contributions (assets) at beginning of year	2016-06-30	$10,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$504,987
Contract administrator fees	2016-06-30	$5,864
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	BROOKS, MCGINNIS & COMPANY LLC
Accountancy firm EIN	2016-06-30	582161308
2015 : MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total transfer of assets to this plan	2015-06-30	$1,248,646
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$1,109,580
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$1,008,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,008,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$768,652
Value of total assets at end of year	2015-06-30	$6,632,215
Value of total assets at beginning of year	2015-06-30	$5,282,810
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$0
Total interest from all sources	2015-06-30	$17,792
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2015-06-30	$0
Minimum employer required contribution for this plan year	2015-06-30	$250,652
Amount contributed by the employer to the plan for this plan year	2015-06-30	$250,652
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$498,412
Participant contributions at end of year	2015-06-30	$22,305
Participant contributions at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$19,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$100,759
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$6,632,215
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$5,282,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$5,258,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$4,613,749
Value of interest in pooled separate accounts at end of year	2015-06-30	$785,667
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$396,286
Interest earned on other investments	2015-06-30	$17,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$555,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$272,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$249,717
Net investment gain/loss from pooled separate accounts	2015-06-30	$73,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$250,652
Employer contributions (assets) at end of year	2015-06-30	$10,613
Employer contributions (assets) at beginning of year	2015-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,008,821
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	BROOKS, MCGINNIS & COMPANY LLC
Accountancy firm EIN	2015-06-30	582161308
2014 : MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$1,563,461
Total of all expenses incurred	2014-06-30	$514,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$514,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$792,816
Value of total assets at end of year	2014-06-30	$5,282,810
Value of total assets at beginning of year	2014-06-30	$4,233,393
Total interest from all sources	2014-06-30	$16,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$499,602
Participant contributions at beginning of year	2014-06-30	$16,257
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$79,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,049,417
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$5,282,810
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$4,233,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$4,613,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$3,575,443
Value of interest in pooled separate accounts at end of year	2014-06-30	$396,286
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$379,814
Interest earned on other investments	2014-06-30	$16,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$272,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$256,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$754,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$213,940
Employer contributions (assets) at beginning of year	2014-06-30	$5,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$514,044
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	BROOKS, MCGINNIS & COMPANY LLC
Accountancy firm EIN	2014-06-30	582161308
2013 : MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-06-30	$941,660
Total of all expenses incurred	2013-06-30	$1,236,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$204,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$500,140
Value of total assets at end of year	2013-06-30	$4,233,393
Value of total assets at beginning of year	2013-06-30	$4,528,415
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$1,031,800
Total interest from all sources	2013-06-30	$15,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$371,109
Participant contributions at end of year	2013-06-30	$16,257
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$1,332
Administrative expenses (other) incurred	2013-06-30	$1,031,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$-295,022
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$4,233,393
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$4,528,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$3,575,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$3,517,049
Value of interest in pooled separate accounts at end of year	2013-06-30	$379,814
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$506,440
Interest earned on other investments	2013-06-30	$15,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$256,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$504,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$425,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$127,699
Employer contributions (assets) at end of year	2013-06-30	$5,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$204,882
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	BROOKS, MCGINNIS & COMPANY LLC
Accountancy firm EIN	2013-06-30	582161308

Form 5500 Responses for MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN

2022: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500877

Policy instance

Insurance contract or identification number	500877
Number of Individuals Covered	106
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500877

Policy instance

Insurance contract or identification number	500877
Number of Individuals Covered	107
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500877

Policy instance

Insurance contract or identification number	500877
Number of Individuals Covered	111
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500877

Policy instance

Insurance contract or identification number	500877
Number of Individuals Covered	128
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500877

Policy instance

Insurance contract or identification number	500877
Number of Individuals Covered	134
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500877

Policy instance

Insurance contract or identification number	500877
Number of Individuals Covered	136
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500877

Policy instance

Insurance contract or identification number	500877
Number of Individuals Covered	153
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

387561

Policy instance

Insurance contract or identification number	387561
Number of Individuals Covered	179
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

387561

Policy instance

Insurance contract or identification number	387561
Number of Individuals Covered	148
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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 number

387561

Policy instance

Insurance contract or identification number	387561
Number of Individuals Covered	130
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Are there contracts with unallocated funds for contracts of type 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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Company Name:	MOUNT VERNON PRESBYTERIAN SCHOOL INC.
Employer identification number (EIN):	582054415
NAIC Classification:	611000