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RETIREMENT INCOME SECURITY PLAN-NAVIGATOR POINTE ACADEMY 401k Plan overview

Plan NameRETIREMENT INCOME SECURITY PLAN-NAVIGATOR POINTE ACADEMY
Plan identification number 003

RETIREMENT INCOME SECURITY PLAN-NAVIGATOR POINTE ACADEMY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

NAVIGATOR POINTE ACADEMY has sponsored the creation of one or more 401k plans.

Company Name:NAVIGATOR POINTE ACADEMY
Employer identification number (EIN):611485785
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-NAVIGATOR POINTE ACADEMY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01STEVEN STOUT2024-08-20
0032022-01-01STEVEN STOUT2023-07-24
0032021-01-01STEVEN STOUT2022-07-26
0032020-01-01STEVEN STOUT2021-07-22
0032019-01-01STEVEN STOUT2020-07-03
0032018-01-01STEVEN STOUT2019-07-25
0032017-04-15SPENCER BARCLAY2018-07-27

Plan Statistics for RETIREMENT INCOME SECURITY PLAN-NAVIGATOR POINTE ACADEMY

401k plan membership statisitcs for RETIREMENT INCOME SECURITY PLAN-NAVIGATOR POINTE ACADEMY

Measure Date Value
2025: RETIREMENT INCOME SECURITY PLAN-NAVIGATOR POINTE ACADEMY 2025 401k membership
Total number of particpants at beginning of year2025-07-2881
Total number of particpants at end of year2025-07-2880
Number of Participants With Account Balances2025-07-2861
2024: RETIREMENT INCOME SECURITY PLAN-NAVIGATOR POINTE ACADEMY 2024 401k membership
Total number of particpants at beginning of year2024-08-2074
Total number of particpants at end of year2024-08-2079
Number of Participants With Account Balances2024-08-2060
2022: RETIREMENT INCOME SECURITY PLAN-NAVIGATOR POINTE ACADEMY 2022 401k membership
Total number of particpants at beginning of year2022-07-2677
Total number of particpants at end of year2022-07-2678
Number of Participants With Account Balances2022-07-2657

Financial Data on RETIREMENT INCOME SECURITY PLAN-NAVIGATOR POINTE ACADEMY

Measure Date Value
2025 : RETIREMENT INCOME SECURITY PLAN-NAVIGATOR POINTE ACADEMY 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-28111281
Net assets as of the end of the plan year2025-07-283239192
Total assets as of the beginning of the plan year2025-07-282712889
Value of plan covered by a fidelity bond2025-07-28500000
Participant contributions to plan in this plan year2025-07-28189590
Value of participant loans at end of plan year2025-07-280
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-28334939
Plan net income in this plan year2025-07-28526303
Net assets as of the end of the plan year2025-07-283239192
Net assets as of the beginning of the plan year2025-07-282712889
Value of contributions failed to transmitted timely2025-07-2821577
Employer contributions to plan in this plan year2025-07-28113055
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2823130
2024 : RETIREMENT INCOME SECURITY PLAN-NAVIGATOR POINTE ACADEMY 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-200
Total liabilities as of the end of the plan year2024-08-200
Total liabilities as of the beginning of the plan year2024-08-200
Total expenses incurred by plan in this plan year2024-08-2062350
Net assets as of the end of the plan year2024-08-202712889
Total assets as of the beginning of the plan year2024-08-202162292
Value of plan covered by a fidelity bond2024-08-20500000
Participant contributions to plan in this plan year2024-08-20167144
Other expenses paid from plan in this plan year2024-08-200
Other contributions to plan in this plan year2024-08-200
Other income to plan in this plan year2024-08-20335160
Plan net income in this plan year2024-08-20550597
Net assets as of the end of the plan year2024-08-202712889
Net assets as of the beginning of the plan year2024-08-202162292
Value of contributions failed to transmitted timely2024-08-206419
Employer contributions to plan in this plan year2024-08-20110643
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-2018327
2022 : RETIREMENT INCOME SECURITY PLAN-NAVIGATOR POINTE ACADEMY 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-2680467
Net assets as of the end of the plan year2022-07-262794410
Total assets as of the beginning of the plan year2022-07-262308277
Value of plan covered by a fidelity bond2022-07-26500000
Participant contributions to plan in this plan year2022-07-26146081
Value of participant loans at end of plan year2022-07-260
Other expenses paid from plan in this plan year2022-07-260
Other contributions to plan in this plan year2022-07-262017
Other income to plan in this plan year2022-07-26322266
Plan net income in this plan year2022-07-26486133
Net assets as of the end of the plan year2022-07-262794410
Net assets as of the beginning of the plan year2022-07-262308277
Value of contributions failed to transmitted timely2022-07-260
Employer contributions to plan in this plan year2022-07-2696236
Fees paid to broker by Benefit Provider2022-07-260
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2619441

Potentially related plans

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