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| Plan Name | TRINITY EPISCOPAL DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE REVEREND LOUIS OVANDER THOMAS EDUCATIONAL FOUNDATION |
| Employer identification number (EIN): | 640927312 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2021-08-01 | PEYTON C. CAVIN, CPA | 2023-01-30 | ||
| 003 | 2020-08-01 | PEYTON C. CAVIN, CPA | 2021-11-29 | ||
| 003 | 2019-08-01 | PEYTON C. CAVIN, CPA | 2021-07-07 | ||
| 003 | 2018-08-01 | PEYTON C. CAVIN, CPA | 2019-11-13 | ||
| 003 | 2016-08-01 | ||||
| 003 | 2015-08-01 | JO ANN PICKERING | 2017-05-11 | ||
| 003 | 2014-08-01 | JO ANN PICKERING | 2016-02-24 | ||
| 003 | 2014-08-01 | JO ANN PICKERING | 2016-02-24 | ||
| 003 | 2013-08-01 | JO ANN PICKERING | 2015-05-12 | ||
| 003 | 2012-08-01 | JO ANN PICKERING | 2014-05-14 | ||
| 003 | 2011-08-01 | JO ANN PICKERING | 2013-02-27 | ||
| 003 | 2010-08-01 | JO ANN PICKERING | 2012-05-09 | ||
| 003 | 2008-07-01 | JO ANN PICKERING |
| Measure | Date | Value |
|---|---|---|
| 2023 : TRINITY EPISCOPAL DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data | ||
| Total transfers to/from plan in this plan year | 2023-02-14 | -1306606 |
| Net assets as of the end of the plan year | 2023-02-14 | 0 |
| Total assets as of the beginning of the plan year | 2023-02-14 | 1306606 |
| Value of participant loans at end of plan year | 2023-02-14 | 0 |
| Net assets as of the end of the plan year | 2023-02-14 | 0 |
| Net assets as of the beginning of the plan year | 2023-02-14 | 1306606 |
| 2008: TRINITY EPISCOPAL DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2008 form 5500 responses | ||
|---|---|---|
| 2008-07-01 | Type of plan entity | Single employer plan |
| 2008-07-01 | Submission has been amended | Yes |
| 2008-07-01 | This submission is the final filing | No |
| 2008-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-07-01 | Plan is a collectively bargained plan | No |
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