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TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL
Plan identification number 001

TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

INDEPENDENT SCHOLARSHIP, INC. has sponsored the creation of one or more 401k plans.

Company Name:INDEPENDENT SCHOLARSHIP, INC.
Employer identification number (EIN):586074366
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-01-01BARBARA WILLIAMSON
0012009-01-01BARBARA WILLIAMSON
0012009-01-01BARBARA WILLIAMSON
0012009-01-01BARBARA WILLIAMSON

Plan Statistics for TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL

Measure Date Value
2009: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 2009 401k membership
Total participants, beginning-of-year2009-01-0140
Total number of active participants reported on line 7a of the Form 55002009-01-0139
Number of retired or separated participants receiving benefits2009-01-011
Total of all active and inactive participants2009-01-0140
Total participants2009-01-0140

Financial Data on TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL

Measure Date Value
2010 : TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 2010 401k financial data
Total income from all sources2010-12-31$68,298
Expenses. Total of all expenses incurred2010-12-31$53,459
Total plan assets at end of year2010-12-31$843,547
Total plan assets at beginning of year2010-12-31$828,708
Total contributions received or receivable from participants2010-12-31$42,172
Noncash contributions received2010-12-31$28,041
Net income (gross income less expenses)2010-12-31$14,839
Net plan assets at end of year (total assets less liabilities)2010-12-31$843,547
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$828,708
Assets. Value of real-estate (other than employer real property)2010-12-31$35,347
Total contributions received or receivable from employer(s)2010-12-31$-1,915
Value of certain deemed distributions of participant loans2010-12-31$53,459

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL

2009: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

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