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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
  • 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.

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
0012024-09-01BILLIE BAXTER2024-12-04
0012023-09-01BILLIE BAXTER2024-12-04
0012022-09-01BILLIE BAXTER2024-12-04
0012021-09-01BILLIE BAXTER2024-12-04
0012020-09-01BILLIE BAXTER2024-12-04
0012019-09-01BILLIE BAXTER2024-12-04
0012018-09-01BILLIE BAXTER2024-12-04
0012017-09-01BILLIE BAXTER2024-12-04
0012016-09-01BILLIE BAXTER2024-12-04
0012015-09-01BILLIE BAXTER2024-12-04
0012014-09-01BILLIE BAXTER2024-12-04
0012013-09-01BILLIE BAXTER2024-12-04
0012012-09-01BILLIE BAXTER2024-12-04
0012011-09-01BILLIE BAXTER2024-12-04
0012010-09-01BILLIE BAXTER2024-12-04
0012009-09-01BILLIE BAXTER2024-12-04
0012009-01-01BARBARA WILLIAMSON
0012009-01-01BARBARA WILLIAMSON
0012009-01-01BARBARA WILLIAMSON
0012009-01-01BARBARA WILLIAMSON
0012008-09-01
0012008-09-01BILLIE BAXTER
0012007-09-01
0012007-09-01BILLIE BAXTER
0012006-09-01
0012006-09-01BILLIE BAXTER
0012005-09-01
0012005-09-01BILLIE BAXTER
0012004-09-01
0012004-09-01BILLIE BAXTER
0012003-09-01
0012003-09-01BILLIE BAXTER
0012002-09-01
0012002-09-01BILLIE BAXTER
0012001-09-01
0012001-09-01BILLIE BAXTER
0012000-09-01
0012000-09-01BILLIE BAXTER
0011999-09-01
0011999-09-01BILLIE BAXTER
0011998-09-01
0011998-09-01BILLIE BAXTER
0011997-09-01
0011997-09-01BILLIE BAXTER
0011996-09-01
0011996-09-01BILLIE BAXTER
0011995-09-01
0011995-09-01BILLIE BAXTER
0011994-09-01
0011994-09-01BILLIE BAXTER
0011993-09-01
0011993-09-01BILLIE BAXTER
0011992-09-01
0011992-09-01BILLIE BAXTER
0011991-09-01
0011991-09-01BILLIE BAXTER
0011990-09-01
0011990-09-01BILLIE BAXTER
0011989-09-01
0011989-09-01BILLIE BAXTER
0011988-09-01
0011988-09-01BILLIE BAXTER

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

Measure Date Value
2024 : TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 2024 401k financial data
Total transfers to/from plan in this plan year2024-12-04-1304312
Total expenses incurred by plan in this plan year2024-12-0424516
Net assets as of the end of the plan year2024-12-041272144
Total assets as of the beginning of the plan year2024-12-041078456
Participant contributions to plan in this plan year2024-12-0411818
Other contributions to plan in this plan year2024-12-043938
Other income to plan in this plan year2024-12-04206386
Plan net income in this plan year2024-12-04193688
Net assets as of the end of the plan year2024-12-041272144
Net assets as of the beginning of the plan year2024-12-041078456
Employer contributions to plan in this plan year2024-12-041100
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
2008: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 2008 form 5500 responses
2008-09-01Type of plan entitySingle employer plan
2008-09-01Submission has been amendedNo
2008-09-01This submission is the final filingNo
2008-09-01This return/report is a short plan year return/report (less than 12 months)No
2008-09-01Plan is a collectively bargained planNo
2008-09-01Plan funding arrangement – InsuranceYes
2008-09-01Plan benefit arrangement – InsuranceYes
2007: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 2007 form 5500 responses
2007-09-01Type of plan entitySingle employer plan
2007-09-01Submission has been amendedNo
2007-09-01This submission is the final filingNo
2007-09-01This return/report is a short plan year return/report (less than 12 months)No
2007-09-01Plan is a collectively bargained planNo
2007-09-01Plan funding arrangement – InsuranceYes
2007-09-01Plan benefit arrangement – InsuranceYes
2006: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 2006 form 5500 responses
2006-09-01Type of plan entitySingle employer plan
2006-09-01Submission has been amendedNo
2006-09-01This submission is the final filingNo
2006-09-01This return/report is a short plan year return/report (less than 12 months)No
2006-09-01Plan is a collectively bargained planNo
2006-09-01Plan funding arrangement – InsuranceYes
2006-09-01Plan benefit arrangement – InsuranceYes
2005: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 2005 form 5500 responses
2005-09-01Type of plan entitySingle employer plan
2005-09-01Submission has been amendedNo
2005-09-01This submission is the final filingNo
2005-09-01This return/report is a short plan year return/report (less than 12 months)No
2005-09-01Plan is a collectively bargained planNo
2005-09-01Plan funding arrangement – InsuranceYes
2005-09-01Plan benefit arrangement – InsuranceYes
2004: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 2004 form 5500 responses
2004-09-01Type of plan entitySingle employer plan
2004-09-01Submission has been amendedNo
2004-09-01This submission is the final filingNo
2004-09-01This return/report is a short plan year return/report (less than 12 months)No
2004-09-01Plan is a collectively bargained planNo
2004-09-01Plan funding arrangement – InsuranceYes
2004-09-01Plan benefit arrangement – InsuranceYes
2003: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 2003 form 5500 responses
2003-09-01Type of plan entitySingle employer plan
2003-09-01Submission has been amendedNo
2003-09-01This submission is the final filingNo
2003-09-01This return/report is a short plan year return/report (less than 12 months)No
2003-09-01Plan is a collectively bargained planNo
2003-09-01Plan funding arrangement – InsuranceYes
2003-09-01Plan benefit arrangement – InsuranceYes
2002: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 2002 form 5500 responses
2002-09-01Type of plan entitySingle employer plan
2002-09-01Submission has been amendedNo
2002-09-01This submission is the final filingNo
2002-09-01This return/report is a short plan year return/report (less than 12 months)No
2002-09-01Plan is a collectively bargained planNo
2002-09-01Plan funding arrangement – InsuranceYes
2002-09-01Plan benefit arrangement – InsuranceYes
2001: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 2001 form 5500 responses
2001-09-01Type of plan entitySingle employer plan
2001-09-01Submission has been amendedNo
2001-09-01This submission is the final filingNo
2001-09-01This return/report is a short plan year return/report (less than 12 months)No
2001-09-01Plan is a collectively bargained planNo
2001-09-01Plan funding arrangement – InsuranceYes
2001-09-01Plan benefit arrangement – InsuranceYes
2000: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 2000 form 5500 responses
2000-09-01Type of plan entitySingle employer plan
2000-09-01Submission has been amendedNo
2000-09-01This submission is the final filingNo
2000-09-01This return/report is a short plan year return/report (less than 12 months)No
2000-09-01Plan is a collectively bargained planNo
2000-09-01Plan funding arrangement – InsuranceYes
2000-09-01Plan benefit arrangement – InsuranceYes
1999: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 1999 form 5500 responses
1999-09-01Type of plan entitySingle employer plan
1999-09-01Submission has been amendedNo
1999-09-01This submission is the final filingNo
1999-09-01This return/report is a short plan year return/report (less than 12 months)No
1999-09-01Plan is a collectively bargained planNo
1999-09-01Plan funding arrangement – InsuranceYes
1999-09-01Plan benefit arrangement – InsuranceYes
1998: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 1998 form 5500 responses
1998-09-01Type of plan entitySingle employer plan
1998-09-01Submission has been amendedNo
1998-09-01This submission is the final filingNo
1998-09-01This return/report is a short plan year return/report (less than 12 months)No
1998-09-01Plan is a collectively bargained planNo
1998-09-01Plan funding arrangement – InsuranceYes
1998-09-01Plan benefit arrangement – InsuranceYes
1997: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 1997 form 5500 responses
1997-09-01Type of plan entitySingle employer plan
1997-09-01Submission has been amendedNo
1997-09-01This submission is the final filingNo
1997-09-01This return/report is a short plan year return/report (less than 12 months)No
1997-09-01Plan is a collectively bargained planNo
1997-09-01Plan funding arrangement – InsuranceYes
1997-09-01Plan benefit arrangement – InsuranceYes
1996: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 1996 form 5500 responses
1996-09-01Type of plan entitySingle employer plan
1996-09-01Submission has been amendedNo
1996-09-01This submission is the final filingNo
1996-09-01This return/report is a short plan year return/report (less than 12 months)No
1996-09-01Plan is a collectively bargained planNo
1996-09-01Plan funding arrangement – InsuranceYes
1996-09-01Plan benefit arrangement – InsuranceYes
1995: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 1995 form 5500 responses
1995-09-01Type of plan entitySingle employer plan
1995-09-01Submission has been amendedNo
1995-09-01This submission is the final filingNo
1995-09-01This return/report is a short plan year return/report (less than 12 months)No
1995-09-01Plan is a collectively bargained planNo
1995-09-01Plan funding arrangement – InsuranceYes
1995-09-01Plan benefit arrangement – InsuranceYes
1994: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 1994 form 5500 responses
1994-09-01Type of plan entitySingle employer plan
1994-09-01Submission has been amendedNo
1994-09-01This submission is the final filingNo
1994-09-01This return/report is a short plan year return/report (less than 12 months)No
1994-09-01Plan is a collectively bargained planNo
1994-09-01Plan funding arrangement – InsuranceYes
1994-09-01Plan benefit arrangement – InsuranceYes
1993: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 1993 form 5500 responses
1993-09-01Type of plan entitySingle employer plan
1993-09-01Submission has been amendedNo
1993-09-01This submission is the final filingNo
1993-09-01This return/report is a short plan year return/report (less than 12 months)No
1993-09-01Plan is a collectively bargained planNo
1993-09-01Plan funding arrangement – InsuranceYes
1993-09-01Plan benefit arrangement – InsuranceYes
1992: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 1992 form 5500 responses
1992-09-01Type of plan entitySingle employer plan
1992-09-01Submission has been amendedNo
1992-09-01This submission is the final filingNo
1992-09-01This return/report is a short plan year return/report (less than 12 months)No
1992-09-01Plan is a collectively bargained planNo
1992-09-01Plan funding arrangement – InsuranceYes
1992-09-01Plan benefit arrangement – InsuranceYes
1991: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 1991 form 5500 responses
1991-09-01Type of plan entitySingle employer plan
1991-09-01Submission has been amendedNo
1991-09-01This submission is the final filingNo
1991-09-01This return/report is a short plan year return/report (less than 12 months)No
1991-09-01Plan is a collectively bargained planNo
1991-09-01Plan funding arrangement – InsuranceYes
1991-09-01Plan benefit arrangement – InsuranceYes
1990: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 1990 form 5500 responses
1990-09-01Type of plan entitySingle employer plan
1990-09-01Submission has been amendedNo
1990-09-01This submission is the final filingNo
1990-09-01This return/report is a short plan year return/report (less than 12 months)No
1990-09-01Plan is a collectively bargained planNo
1990-09-01Plan funding arrangement – InsuranceYes
1990-09-01Plan benefit arrangement – InsuranceYes
1989: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 1989 form 5500 responses
1989-09-01Type of plan entitySingle employer plan
1989-09-01Submission has been amendedNo
1989-09-01This submission is the final filingNo
1989-09-01This return/report is a short plan year return/report (less than 12 months)No
1989-09-01Plan is a collectively bargained planNo
1989-09-01Plan funding arrangement – InsuranceYes
1989-09-01Plan benefit arrangement – InsuranceYes
1988: TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF VALWOOD SCHOOL 1988 form 5500 responses
1988-09-01Type of plan entitySingle employer plan
1988-09-01First time form 5500 has been submittedYes
1988-09-01Submission has been amendedNo
1988-09-01This submission is the final filingNo
1988-09-01This return/report is a short plan year return/report (less than 12 months)No
1988-09-01Plan is a collectively bargained planNo
1988-09-01Plan funding arrangement – InsuranceYes
1988-09-01Plan benefit arrangement – InsuranceYes

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