?>
Logo

CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN 401k Plan overview

Plan NameCENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN
Plan identification number 001

CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL FINANCE INC. has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL FINANCE INC.
Employer identification number (EIN):611416529
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RAY FREEMAN2023-09-14
0012021-01-01RAY FREEMAN2022-10-05
0012020-01-01RAY FREEMAN2021-05-07
0012018-01-01RAY FREEMAN2019-05-30
0012017-01-01RAY FREEMAN2018-05-16
0012016-01-01RAY FREEMAN2017-06-06
0012015-01-01RAY FREEMAN2016-05-16
0012014-01-01RAY FREEMAN2015-06-24
0012013-01-01RAY FREEMAN2015-10-22
0012012-01-01WAYNE PIERCE
0012011-01-01WAYNE PIERCE
0012010-01-01WAYNE PIERCE
0012009-01-01WAYNE PIERCE
0012006-01-01WAYNE PIERCE

Plan Statistics for CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN

401k plan membership statisitcs for CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN

Measure Date Value
2012: CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-018
Number of participants with account balances2010-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2006: CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-015
Total number of active participants reported on line 7a of the Form 55002006-01-016
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-016
Number of participants with account balances2006-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010

Financial Data on CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN

Measure Date Value
2012 : CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$152,339
Expenses. Total of all expenses incurred2012-12-31$269,399
Benefits paid (including direct rollovers)2012-12-31$269,299
Total plan assets at end of year2012-12-31$456,422
Total plan assets at beginning of year2012-12-31$573,482
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$30,897
Other income received2012-12-31$52,361
Net income (gross income less expenses)2012-12-31$-117,060
Net plan assets at end of year (total assets less liabilities)2012-12-31$456,422
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$573,482
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$69,081
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$100,274
Expenses. Total of all expenses incurred2011-12-31$222,853
Benefits paid (including direct rollovers)2011-12-31$222,853
Total plan assets at end of year2011-12-31$573,482
Total plan assets at beginning of year2011-12-31$696,061
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$28,226
Other income received2011-12-31$-16,284
Net income (gross income less expenses)2011-12-31$-122,579
Net plan assets at end of year (total assets less liabilities)2011-12-31$573,482
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$696,061
Assets. Value of participant loans2011-12-31$658
Total contributions received or receivable from employer(s)2011-12-31$88,332
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$203,005
Expenses. Total of all expenses incurred2010-12-31$62,462
Benefits paid (including direct rollovers)2010-12-31$62,371
Total plan assets at end of year2010-12-31$696,061
Total plan assets at beginning of year2010-12-31$555,518
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$28,916
Other income received2010-12-31$69,199
Net income (gross income less expenses)2010-12-31$140,543
Net plan assets at end of year (total assets less liabilities)2010-12-31$696,061
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$555,518
Assets. Value of participant loans2010-12-31$5,222
Total contributions received or receivable from employer(s)2010-12-31$104,890
Value of corrective distributions2010-12-31$26
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN

2012: CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2006: CENTER FOR EQUITY AND ADEQUACY IN PUBLIC SCHOOL 401(K) PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3