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| Plan Name | WEST MONTGOMERY EDUCATIONAL FOUNDATION DBA HOOPER ACADEMY 403(B) PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | WEST MONTGOMERY EDUCATIONAL FOUNDATION DBA HOOPER ACADEMY |
| Employer identification number (EIN): | 630588315 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2022-06-01 | JUDY REEVES | 2024-03-13 | ||
| 002 | 2021-06-01 | JUDY REEVES | 2023-02-24 | ||
| 002 | 2020-06-01 | JUDY REEVES | 2022-02-24 | ||
| 002 | 2019-06-01 | JUDY REEVES | 2021-02-22 | ||
| 002 | 2018-06-01 | JUDY REEVES | 2020-02-24 | ||
| 002 | 2017-06-01 | JUDY REEVES | 2018-12-11 | ||
| 002 | 2016-06-01 | JUDY REEVES | 2017-11-15 | ||
| 002 | 2015-06-01 | KEITH MOORE | 2016-11-14 | ||
| 002 | 2014-06-01 | GREG FAULKNER | 2015-12-04 | ||
| 002 | 2013-06-01 | GREG FAULKNER | 2014-11-13 | ||
| 002 | 2012-06-01 | GREG FAULKNER | 2013-11-04 | ||
| 002 | 2011-06-01 | MIKE PETITE | 2012-12-18 | ||
| 002 | 2010-06-01 | JOHN MEHAFFEY | 2011-09-19 |
| Measure | Date | Value |
|---|---|---|
| 2025 : WEST MONTGOMERY EDUCATIONAL FOUNDATION DBA HOOPER ACADEMY 403(B) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-08-22 | 45764 |
| Net assets as of the end of the plan year | 2025-08-22 | 753909 |
| Total assets as of the beginning of the plan year | 2025-08-22 | 645463 |
| Value of plan covered by a fidelity bond | 2025-08-22 | 250000 |
| Participant contributions to plan in this plan year | 2025-08-22 | 15824 |
| Other contributions to plan in this plan year | 2025-08-22 | 862 |
| Other income to plan in this plan year | 2025-08-22 | 83960 |
| Plan net income in this plan year | 2025-08-22 | 108446 |
| Net assets as of the end of the plan year | 2025-08-22 | 753909 |
| Net assets as of the beginning of the plan year | 2025-08-22 | 645463 |
| Employer contributions to plan in this plan year | 2025-08-22 | 53564 |
| Fees paid to broker by Benefit Provider | 2025-08-22 | 318 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-22 | 1115 |
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