401k Plan data: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN plan

THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	003

THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 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

THE HUTCHISON SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: THE HUTCHISON SCHOOL

Employer identification number (EIN): 620540400

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 MELISSA BAKER 2023-10-09 KRISTEN D. RING 2023-10-09
003 2021-01-01 MELISSA BAKER 2022-09-08 KRISTEN D. RING 2022-09-08
003 2020-01-01 MELISSA BAKER 2021-10-11 MELISSA BAKER 2021-10-11
003 2019-01-01 KRISTEN D. RING 2020-10-14 KRISTEN D. RING 2020-10-14
003 2018-01-01 KRISTEN D. RING 2019-10-15
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 ANNETTE C. SMITH
003 2011-01-01 ANNETTE C. SMITH
003 2010-01-01 ANNETTE C. SMITH
003 2009-01-01 ANNETTE C. SMITH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	MELISSA BAKER	2023-10-09	KRISTEN D. RING	2023-10-09
003	2021-01-01	MELISSA BAKER	2022-09-08	KRISTEN D. RING	2022-09-08
003	2020-01-01	MELISSA BAKER	2021-10-11	MELISSA BAKER	2021-10-11
003	2019-01-01	KRISTEN D. RING	2020-10-14	KRISTEN D. RING	2020-10-14
003	2018-01-01	KRISTEN D. RING	2019-10-15
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	ANNETTE C. SMITH
003	2011-01-01	ANNETTE C. SMITH
003	2010-01-01	ANNETTE C. SMITH
003	2009-01-01	ANNETTE C. SMITH

Plan Statistics for THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 429
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 298
Number of other retired or separated participants entitled to future benefits 2022-01-01 147
Total of all active and inactive participants 2022-01-01 445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 447
Number of participants with account balances 2022-01-01 437
2021: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 418
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 291
Number of other retired or separated participants entitled to future benefits 2021-01-01 137
Total of all active and inactive participants 2021-01-01 428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 430
Number of participants with account balances 2021-01-01 422
2020: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 413
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 288
Number of other retired or separated participants entitled to future benefits 2020-01-01 130
Total of all active and inactive participants 2020-01-01 418
Total participants 2020-01-01 418
Number of participants with account balances 2020-01-01 412
2019: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 413
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 283
Number of other retired or separated participants entitled to future benefits 2019-01-01 130
Total of all active and inactive participants 2019-01-01 413
Total participants 2019-01-01 413
Number of participants with account balances 2019-01-01 407
2018: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 416
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 276
Number of other retired or separated participants entitled to future benefits 2018-01-01 137
Total of all active and inactive participants 2018-01-01 413
Total participants 2018-01-01 413
Number of participants with account balances 2018-01-01 407
2017: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 412
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 273
Number of other retired or separated participants entitled to future benefits 2017-01-01 143
Total of all active and inactive participants 2017-01-01 416
Total participants 2017-01-01 416
Number of participants with account balances 2017-01-01 409
2016: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 398
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 274
Number of other retired or separated participants entitled to future benefits 2016-01-01 138
Total of all active and inactive participants 2016-01-01 412
Total participants 2016-01-01 412
Number of participants with account balances 2016-01-01 406
2015: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 386
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 268
Number of other retired or separated participants entitled to future benefits 2015-01-01 130
Total of all active and inactive participants 2015-01-01 398
Total participants 2015-01-01 398
Number of participants with account balances 2015-01-01 392
2014: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 376
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 257
Number of other retired or separated participants entitled to future benefits 2014-01-01 129
Total of all active and inactive participants 2014-01-01 386
Total participants 2014-01-01 386
Number of participants with account balances 2014-01-01 381
2013: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 364
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 249
Number of other retired or separated participants entitled to future benefits 2013-01-01 127
Total of all active and inactive participants 2013-01-01 376
Total participants 2013-01-01 376
Number of participants with account balances 2013-01-01 364
2012: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 347
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 239
Number of other retired or separated participants entitled to future benefits 2012-01-01 125
Total of all active and inactive participants 2012-01-01 364
Total participants 2012-01-01 364
Number of participants with account balances 2012-01-01 350
2011: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 346
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 215
Number of other retired or separated participants entitled to future benefits 2011-01-01 132
Total of all active and inactive participants 2011-01-01 347
Total participants 2011-01-01 347
Number of participants with account balances 2011-01-01 334
2010: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 328
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 317
Number of other retired or separated participants entitled to future benefits 2010-01-01 30
Total of all active and inactive participants 2010-01-01 347
Total participants 2010-01-01 347
Number of participants with account balances 2010-01-01 329
2009: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 314
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 292
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 30
Total of all active and inactive participants 2009-01-01 322
Total participants 2009-01-01 322
Number of participants with account balances 2009-01-01 313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	429
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	298
Number of other retired or separated participants entitled to future benefits	2022-01-01	147
Total of all active and inactive participants	2022-01-01	445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	447
Number of participants with account balances	2022-01-01	437
2021: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	418
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	291
Number of other retired or separated participants entitled to future benefits	2021-01-01	137
Total of all active and inactive participants	2021-01-01	428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	430
Number of participants with account balances	2021-01-01	422
2020: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	413
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	288
Number of other retired or separated participants entitled to future benefits	2020-01-01	130
Total of all active and inactive participants	2020-01-01	418
Total participants	2020-01-01	418
Number of participants with account balances	2020-01-01	412
2019: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	413
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	283
Number of other retired or separated participants entitled to future benefits	2019-01-01	130
Total of all active and inactive participants	2019-01-01	413
Total participants	2019-01-01	413
Number of participants with account balances	2019-01-01	407
2018: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	416
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	276
Number of other retired or separated participants entitled to future benefits	2018-01-01	137
Total of all active and inactive participants	2018-01-01	413
Total participants	2018-01-01	413
Number of participants with account balances	2018-01-01	407
2017: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	412
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	273
Number of other retired or separated participants entitled to future benefits	2017-01-01	143
Total of all active and inactive participants	2017-01-01	416
Total participants	2017-01-01	416
Number of participants with account balances	2017-01-01	409
2016: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	398
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	274
Number of other retired or separated participants entitled to future benefits	2016-01-01	138
Total of all active and inactive participants	2016-01-01	412
Total participants	2016-01-01	412
Number of participants with account balances	2016-01-01	406
2015: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	386
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	268
Number of other retired or separated participants entitled to future benefits	2015-01-01	130
Total of all active and inactive participants	2015-01-01	398
Total participants	2015-01-01	398
Number of participants with account balances	2015-01-01	392
2014: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	376
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	257
Number of other retired or separated participants entitled to future benefits	2014-01-01	129
Total of all active and inactive participants	2014-01-01	386
Total participants	2014-01-01	386
Number of participants with account balances	2014-01-01	381
2013: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	364
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	249
Number of other retired or separated participants entitled to future benefits	2013-01-01	127
Total of all active and inactive participants	2013-01-01	376
Total participants	2013-01-01	376
Number of participants with account balances	2013-01-01	364
2012: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	347
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	239
Number of other retired or separated participants entitled to future benefits	2012-01-01	125
Total of all active and inactive participants	2012-01-01	364
Total participants	2012-01-01	364
Number of participants with account balances	2012-01-01	350
2011: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	346
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	215
Number of other retired or separated participants entitled to future benefits	2011-01-01	132
Total of all active and inactive participants	2011-01-01	347
Total participants	2011-01-01	347
Number of participants with account balances	2011-01-01	334
2010: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	328
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	317
Number of other retired or separated participants entitled to future benefits	2010-01-01	30
Total of all active and inactive participants	2010-01-01	347
Total participants	2010-01-01	347
Number of participants with account balances	2010-01-01	329
2009: THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	314
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	292
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	30
Total of all active and inactive participants	2009-01-01	322
Total participants	2009-01-01	322
Number of participants with account balances	2009-01-01	313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2022 : THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-2,999,229
Total of all expenses incurred	2022-12-31	$3,701,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,653,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,641,301
Value of total assets at end of year	2022-12-31	$27,219,275
Value of total assets at beginning of year	2022-12-31	$33,919,746
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$48,230
Total interest from all sources	2022-12-31	$204,564
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$156,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$156,741
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$909,427
Participant contributions at end of year	2022-12-31	$120,786
Participant contributions at beginning of year	2022-12-31	$115,948
Participant contributions at end of year	2022-12-31	$36,886
Participant contributions at beginning of year	2022-12-31	$37,086
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$54,012
Other income not declared elsewhere	2022-12-31	$46,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,700,471
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$27,219,275
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$33,919,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$21,052,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$27,720,769
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,015,833
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$961,071
Interest on participant loans	2022-12-31	$4,922
Interest earned on other investments	2022-12-31	$199,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$4,966,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$5,056,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,127,447
Net investment gain/loss from pooled separate accounts	2022-12-31	$78,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$677,862
Employer contributions (assets) at end of year	2022-12-31	$26,713
Employer contributions (assets) at beginning of year	2022-12-31	$28,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,653,012
Contract administrator fees	2022-12-31	$48,230
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	REYNOLDS BONE & GRIESBECK PLC
Accountancy firm EIN	2022-12-31	620428728
2021 : THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$5,650,292
Total of all expenses incurred	2021-12-31	$3,145,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,111,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,520,110
Value of total assets at end of year	2021-12-31	$33,919,746
Value of total assets at beginning of year	2021-12-31	$31,415,429
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$34,667
Total interest from all sources	2021-12-31	$179,082
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$189,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$189,297
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$875,060
Participant contributions at end of year	2021-12-31	$115,948
Participant contributions at beginning of year	2021-12-31	$20,289
Participant contributions at end of year	2021-12-31	$37,086
Participant contributions at beginning of year	2021-12-31	$35,529
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,889
Other income not declared elsewhere	2021-12-31	$69,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,504,317
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$33,919,746
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$31,415,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$27,720,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$24,983,213
Value of interest in pooled separate accounts at end of year	2021-12-31	$961,071
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,018,236
Interest on participant loans	2021-12-31	$3,528
Interest earned on other investments	2021-12-31	$175,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$5,056,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$5,331,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,530,712
Net investment gain/loss from pooled separate accounts	2021-12-31	$161,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$642,161
Employer contributions (assets) at end of year	2021-12-31	$28,536
Employer contributions (assets) at beginning of year	2021-12-31	$26,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,111,308
Contract administrator fees	2021-12-31	$34,667
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	REYNOLDS BONE & GRIESBECK PLC
Accountancy firm EIN	2021-12-31	620428728
2020 : THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$5,333,476
Total of all expenses incurred	2020-12-31	$2,037,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,036,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,530,190
Value of total assets at end of year	2020-12-31	$31,415,429
Value of total assets at beginning of year	2020-12-31	$28,118,964
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$689
Total interest from all sources	2020-12-31	$192,395
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$42,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$42,331
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$862,682
Participant contributions at end of year	2020-12-31	$20,289
Participant contributions at beginning of year	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$35,529
Participant contributions at beginning of year	2020-12-31	$36,460
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$16,361
Other income not declared elsewhere	2020-12-31	$13,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,296,465
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$31,415,429
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$28,118,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$24,983,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$21,578,994
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,018,236
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,323,871
Interest on participant loans	2020-12-31	$40
Interest earned on other investments	2020-12-31	$192,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$5,331,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$5,152,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,566,669
Net investment gain/loss from pooled separate accounts	2020-12-31	$-11,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$651,147
Employer contributions (assets) at end of year	2020-12-31	$26,361
Employer contributions (assets) at beginning of year	2020-12-31	$27,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,036,322
Contract administrator fees	2020-12-31	$689
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	REYNOLDS BONE & GRIESBECK PLC
Accountancy firm EIN	2020-12-31	620428728
2019 : THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$5,754,307
Total of all expenses incurred	2019-12-31	$1,794,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,794,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,495,507
Value of total assets at end of year	2019-12-31	$28,118,964
Value of total assets at beginning of year	2019-12-31	$24,159,588
Total interest from all sources	2019-12-31	$194,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$846,118
Participant contributions at end of year	2019-12-31	$36,460
Participant contributions at beginning of year	2019-12-31	$34,351
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$4,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,959,376
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$28,118,964
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$24,159,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$21,578,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$17,823,591
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,323,871
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,288,415
Interest on participant loans	2019-12-31	$8
Interest earned on other investments	2019-12-31	$194,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$5,152,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,986,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,994,553
Net investment gain/loss from pooled separate accounts	2019-12-31	$69,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$644,444
Employer contributions (assets) at end of year	2019-12-31	$27,573
Employer contributions (assets) at beginning of year	2019-12-31	$26,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,794,931
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	REYNOLDS BONE & GRIESBECK PLC
Accountancy firm EIN	2019-12-31	620428728
2018 : THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$374,623
Total of all expenses incurred	2018-12-31	$2,270,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,270,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,456,864
Value of total assets at end of year	2018-12-31	$24,159,588
Value of total assets at beginning of year	2018-12-31	$26,055,375
Total interest from all sources	2018-12-31	$198,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$824,435
Participant contributions at end of year	2018-12-31	$34,351
Participant contributions at beginning of year	2018-12-31	$33,608
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,895,787
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$24,159,588
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$26,055,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$17,823,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$19,999,092
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,288,415
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,301,864
Interest on participant loans	2018-12-31	$27
Interest earned on other investments	2018-12-31	$198,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$4,986,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$4,694,793
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$23,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,338,013
Net investment gain/loss from pooled separate accounts	2018-12-31	$56,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$631,561
Employer contributions (assets) at end of year	2018-12-31	$26,442
Employer contributions (assets) at beginning of year	2018-12-31	$26,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,246,896
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	REYNOLDS BONE & GRIESBECK PLC
Accountancy firm EIN	2018-12-31	620428728
2017 : THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$4,927,840
Total of all expenses incurred	2017-12-31	$868,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$868,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,545,469
Value of total assets at end of year	2017-12-31	$26,055,375
Value of total assets at beginning of year	2017-12-31	$21,995,868
Total interest from all sources	2017-12-31	$173,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$811,441
Participant contributions at end of year	2017-12-31	$33,608
Participant contributions at beginning of year	2017-12-31	$65,433
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$114,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,059,507
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$26,055,375
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$21,995,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$19,999,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$16,286,549
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,301,864
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,195,238
Interest on participant loans	2017-12-31	$7
Interest earned on other investments	2017-12-31	$173,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$4,694,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$4,399,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,155,903
Net investment gain/loss from pooled separate accounts	2017-12-31	$53,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$619,060
Employer contributions (assets) at end of year	2017-12-31	$26,018
Employer contributions (assets) at beginning of year	2017-12-31	$49,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$868,333
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	REYNOLDS BONE & GRIESBECK PLC
Accountancy firm EIN	2017-12-31	620428728
2016 : THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,566,304
Total of all expenses incurred	2016-12-31	$1,335,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,335,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,341,053
Value of total assets at end of year	2016-12-31	$21,995,868
Value of total assets at beginning of year	2016-12-31	$20,765,287
Total interest from all sources	2016-12-31	$181,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$741,998
Participant contributions at end of year	2016-12-31	$65,433
Participant contributions at beginning of year	2016-12-31	$58,999
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$31,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,230,581
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$21,995,868
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$20,765,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$16,286,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$15,062,235
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,195,238
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,159,864
Interest earned on other investments	2016-12-31	$181,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$4,399,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$4,436,043
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$301,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$983,533
Net investment gain/loss from pooled separate accounts	2016-12-31	$60,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$567,258
Employer contributions (assets) at end of year	2016-12-31	$49,629
Employer contributions (assets) at beginning of year	2016-12-31	$48,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,034,253
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	REYNOLDS BONE & GRIESBECK PLC
Accountancy firm EIN	2016-12-31	620428728
2015 : THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,535,783
Total of all expenses incurred	2015-12-31	$745,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$745,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,271,018
Value of total assets at end of year	2015-12-31	$20,765,287
Value of total assets at beginning of year	2015-12-31	$19,975,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$243
Total interest from all sources	2015-12-31	$167,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$699,519
Participant contributions at end of year	2015-12-31	$58,999
Participant contributions at beginning of year	2015-12-31	$55,646
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$27,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$790,207
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$20,765,287
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$19,975,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$15,062,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$14,652,483
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,159,864
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,016,838
Interest earned on other investments	2015-12-31	$167,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$4,436,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,206,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$11,234
Net investment gain/loss from pooled separate accounts	2015-12-31	$85,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$543,572
Employer contributions (assets) at end of year	2015-12-31	$48,146
Employer contributions (assets) at beginning of year	2015-12-31	$43,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$745,333
Contract administrator fees	2015-12-31	$243
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	REYNOLDS BONE & GRIESBECK PLC
Accountancy firm EIN	2015-12-31	620428728
2014 : THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,361,021
Total of all expenses incurred	2014-12-31	$624,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$624,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,204,066
Value of total assets at end of year	2014-12-31	$19,975,080
Value of total assets at beginning of year	2014-12-31	$18,238,884
Total interest from all sources	2014-12-31	$165,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$663,708
Participant contributions at end of year	2014-12-31	$55,646
Participant contributions at beginning of year	2014-12-31	$54,636
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$29,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,736,196
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$19,975,080
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$18,238,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$14,652,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$13,244,868
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,016,838
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$839,275
Interest earned on other investments	2014-12-31	$165,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,206,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$4,055,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$888,227
Net investment gain/loss from pooled separate accounts	2014-12-31	$103,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$510,909
Employer contributions (assets) at end of year	2014-12-31	$43,246
Employer contributions (assets) at beginning of year	2014-12-31	$44,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$624,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	REYNOLDS BONE & GRIESBECK PLC
Accountancy firm EIN	2014-12-31	620428728
2013 : THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$3,944,788
Total of all expenses incurred	2013-12-31	$552,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$551,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,309,572
Value of total assets at end of year	2013-12-31	$18,238,884
Value of total assets at beginning of year	2013-12-31	$14,846,972
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,157
Total interest from all sources	2013-12-31	$154,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$689,332
Participant contributions at end of year	2013-12-31	$54,636
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$74,986
Other income not declared elsewhere	2013-12-31	$1
Administrative expenses (other) incurred	2013-12-31	$1,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,391,912
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$18,238,884
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$14,846,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$13,244,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$10,362,097
Value of interest in pooled separate accounts at end of year	2013-12-31	$839,275
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$697,480
Interest earned on other investments	2013-12-31	$154,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$4,055,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$3,787,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,409,985
Net investment gain/loss from pooled separate accounts	2013-12-31	$70,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$545,254
Employer contributions (assets) at end of year	2013-12-31	$44,399
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$551,719
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	REYNOLDS BONE & GRIESBECK PLC
Accountancy firm EIN	2013-12-31	620428728
2012 : THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$2,540,562
Total of all expenses incurred	2012-12-31	$534,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$534,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,109,487
Value of total assets at end of year	2012-12-31	$14,846,972
Value of total assets at beginning of year	2012-12-31	$12,840,518
Total interest from all sources	2012-12-31	$143,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$611,996
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$23,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,006,454
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$14,846,972
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$12,840,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$10,362,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,753,039
Value of interest in pooled separate accounts at end of year	2012-12-31	$697,480
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$540,488
Interest earned on other investments	2012-12-31	$143,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$3,787,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$3,546,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,228,783
Net investment gain/loss from pooled separate accounts	2012-12-31	$58,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$474,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$534,108
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	REYNOLDS, BONE & GRIESBECK PLC
Accountancy firm EIN	2012-12-31	620428728
2011 : THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$1,082,931
Total of all expenses incurred	2011-12-31	$798,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$798,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,052,545
Value of total assets at end of year	2011-12-31	$12,840,518
Value of total assets at beginning of year	2011-12-31	$12,556,490
Total interest from all sources	2011-12-31	$135,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$594,769
Other income not declared elsewhere	2011-12-31	$60,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$284,028
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$12,840,518
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,556,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$8,753,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,936,135
Value of interest in pooled separate accounts at end of year	2011-12-31	$540,488
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$458,824
Interest earned on other investments	2011-12-31	$135,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$3,546,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,161,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-227,038
Net investment gain/loss from pooled separate accounts	2011-12-31	$61,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$457,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$798,903
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	REYNOLDS, BONE & GRIESBECK, PLC
Accountancy firm EIN	2011-12-31	620428728
2010 : THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$2,348,857
Total of all expenses incurred	2010-12-31	$632,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$566,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,100,028
Value of total assets at end of year	2010-12-31	$12,556,490
Value of total assets at beginning of year	2010-12-31	$10,840,524
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$66,835
Total interest from all sources	2010-12-31	$22,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$620,806
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$25,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,715,966
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,556,490
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,840,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$66,835
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$8,936,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$7,525,278
Value of interest in pooled separate accounts at end of year	2010-12-31	$458,824
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$526,902
Interest earned on other investments	2010-12-31	$22,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,161,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,788,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,119,995
Net investment gain/loss from pooled separate accounts	2010-12-31	$106,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$453,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$566,056
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	REYNOLDS, BONE & GRIESBECK, PLC
Accountancy firm EIN	2010-12-31	620428728
2009 : THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0