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| Plan Name | THE GREENWOOD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE GREENWOOD SCHOOL |
| Employer identification number (EIN): | 680310759 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-07-01 | DANICA REMY | 2022-12-16 | ||
| 001 | 2020-07-01 | DANICA REMY | 2022-04-12 | ||
| 001 | 2019-07-01 | MARY SCHATTENBERG | 2021-03-09 | ||
| 001 | 2018-07-01 | GEORGE VEH | 2019-11-18 | ||
| 001 | 2017-07-01 | GEORGE VEH | 2019-01-29 | ||
| 001 | 2016-07-01 | GEORGE VEH | 2018-03-08 | ||
| 001 | 2015-07-01 | GEORGE VEH | 2017-04-04 | ||
| 001 | 2014-07-01 | GEORGE VEH | 2016-04-12 | ||
| 001 | 2013-07-01 | GEORGE VEH | 2015-11-25 | ||
| 001 | 2012-07-01 | GEORGE VEH | 2015-11-25 | ||
| 001 | 2011-07-01 | PATTY WRENCH | 2013-01-08 | PATTY WRENCH | 2013-01-08 |
| 001 | 2009-07-01 | PATTY WRENCH | |||
| 001 | 2008-07-01 | PATTY WRENCH |
| Measure | Date | Value |
|---|---|---|
| 2009: THE GREENWOOD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-07-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 18 |
| Total of all active and inactive participants | 2009-07-01 | 18 |
| Total participants | 2009-07-01 | 18 |
| 2008: THE GREENWOOD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2008 401k membership | ||
| Total participants, beginning-of-year | 2008-07-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-07-01 | 20 |
| Total of all active and inactive participants | 2008-07-01 | 20 |
| Total participants | 2008-07-01 | 20 |
| Measure | Date | Value |
|---|---|---|
| 2011 : THE GREENWOOD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data | ||
| Total plan liabilities at end of year | 2011-06-30 | $0 |
| Total plan liabilities at beginning of year | 2011-06-30 | $0 |
| Total income from all sources | 2011-06-30 | $126,170 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $21,905 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $21,905 |
| Total plan assets at end of year | 2011-06-30 | $512,368 |
| Total plan assets at beginning of year | 2011-06-30 | $408,103 |
| Total contributions received or receivable from participants | 2011-06-30 | $57,753 |
| Other income received | 2011-06-30 | $38,967 |
| Net income (gross income less expenses) | 2011-06-30 | $104,265 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $512,368 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $408,103 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $29,450 |
| 2009: THE GREENWOOD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| 2008: THE GREENWOOD 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 | No |
| 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 |
| 2008-07-01 | Plan funding arrangement – Trust | Yes |
| 2008-07-01 | Plan benefit arrangement - Trust | Yes |
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