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TAX DEFERRED ANNUITY PLAN EE KNOXVILLLE ASSOCAITES MONTESSORI ASSOC. INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN EE KNOXVILLLE ASSOCAITES MONTESSORI ASSOC. INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN EE KNOXVILLLE ASSOCAITES MONTESSORI ASSOC. INC. 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

KNOXVILLE MONTESSORI SCHOOL ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:KNOXVILLE MONTESSORI SCHOOL ASSOCIATION, INC.
Employer identification number (EIN):620757917
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN EE KNOXVILLLE ASSOCAITES MONTESSORI ASSOC. INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01RACHAEL RESURRECCION2024-11-25 RACHAEL RESURRECCION2024-11-25
0022021-07-01RACHAEL RESURRECCION2024-11-24
0022020-07-01GILLIAN DENHAM JONES2021-11-29 GILLIAN DENHAM JONES2021-11-29
0022019-07-01GILLIAN DENHAM JONES2020-12-01 GILLIAN DENHAM JONES2020-12-01
0022018-07-01GILLIAN DENHAM JONES2020-01-08 GILLIAN DENHAM JONES2020-01-08
0022017-07-01GILLIAN DENHAM JONES2018-12-04 GILLIAN DENHAM JONES2018-12-04
0022016-07-01CHARLES BIGGS2017-11-20 CHARLES BIGGS2017-11-20
0022015-07-01CHARLES BIGGS2017-01-19 CHARLES BIGGS2017-01-19
0022014-07-01CHARLES BIGGS2016-01-06 CHARLES BIGGS2016-01-06
0022012-07-01CHARLES BIGGS2014-01-27
0022011-07-01CHARLES BIGGS2013-01-14 CHARLES BIGGS2013-01-14
0022010-01-01CHARLES BIGGS2011-06-28 CHARLES BIGGS2011-06-28

Financial Data on TAX DEFERRED ANNUITY PLAN EE KNOXVILLLE ASSOCAITES MONTESSORI ASSOC. INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN EE KNOXVILLLE ASSOCAITES MONTESSORI ASSOC. INC. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-01-2996009
Net assets as of the end of the plan year2025-01-29318898
Total assets as of the beginning of the plan year2025-01-29358069
Participant contributions to plan in this plan year2025-01-2914208
Other expenses paid from plan in this plan year2025-01-29290
Other contributions to plan in this plan year2025-01-292
Other income to plan in this plan year2025-01-2927681
Plan net income in this plan year2025-01-29-39171
Net assets as of the end of the plan year2025-01-29318898
Net assets as of the beginning of the plan year2025-01-29358069
Employer contributions to plan in this plan year2025-01-2914947
Fees paid to broker by Benefit Provider2025-01-291552
2024 : TAX DEFERRED ANNUITY PLAN EE KNOXVILLLE ASSOCAITES MONTESSORI ASSOC. INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-12-05195
Net assets as of the end of the plan year2024-12-05309866
Total assets as of the beginning of the plan year2024-12-05323690
Participant contributions to plan in this plan year2024-12-058906
Other expenses paid from plan in this plan year2024-12-05195
Other income to plan in this plan year2024-12-05-34480
Plan net income in this plan year2024-12-05-13824
Net assets as of the end of the plan year2024-12-05309866
Net assets as of the beginning of the plan year2024-12-05323690
Employer contributions to plan in this plan year2024-12-0511945
Fees paid to broker by Benefit Provider2024-12-051498

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