| Plan Name | TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR AFFECTED ADMINISTRATORS OF M.B.A. |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | MONTGOMERY BELL ACADEMY |
| Employer identification number (EIN): | 620513741 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | VICKI MATTHEWS | 2024-09-04 | ||
| 002 | 2022-01-01 | VICKI MATTHEWS | 2023-09-26 | ||
| 002 | 2021-01-01 | VICKI MATTHEWS | 2022-10-10 | ||
| 002 | 2020-01-01 | ROBERT YAKUSHI | 2021-10-05 | ||
| 002 | 2019-01-01 | ROBERT YAKUSHI | 2020-10-06 | ||
| 002 | 2018-01-01 | ROBERT YAKUSHI | 2019-09-30 | ||
| 002 | 2017-01-01 | ROBERT YAKUSHI | 2018-07-17 | ||
| 002 | 2016-01-01 | ROBERT YAKUSHI | 2017-07-27 | ||
| 002 | 2015-01-01 | ROBERT YAKUSHI | 2016-09-01 | ||
| 002 | 2014-01-01 | ROBERT YAKUSHI | 2015-08-12 | ||
| 002 | 2013-01-01 | ROBERT YAKUSHI | 2014-10-14 | ||
| 002 | 2012-01-01 | ROBERT YAKUSHI | 2013-09-24 | ||
| 002 | 2011-01-01 | SAMUEL E. JACKSON | 2012-09-10 | ||
| 002 | 2010-01-01 | SAMUEL E. JACKSON | 2011-09-20 | ||
| 002 | 2007-01-01 | SAMUEL E. JACKSON | SAMUEL E. JACKSON | 2010-09-27 | |
| 002 | 2007-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2024 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR AFFECTED ADMINISTRATORS OF M.B.A. 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-09-04 | 20838 |
| Net assets as of the end of the plan year | 2024-09-04 | 429578 |
| Total assets as of the beginning of the plan year | 2024-09-04 | 410453 |
| Value of plan covered by a fidelity bond | 2024-09-04 | 1000000 |
| Other income to plan in this plan year | 2024-09-04 | 39963 |
| Plan net income in this plan year | 2024-09-04 | 19125 |
| Net assets as of the end of the plan year | 2024-09-04 | 429578 |
| Net assets as of the beginning of the plan year | 2024-09-04 | 410453 |
| 2007: TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR AFFECTED ADMINISTRATORS OF M.B.A. 2007 form 5500 responses | ||
|---|---|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | Yes |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |