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| Plan Name | TRINITY EPISCOPAL SCHOOL 403(B) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | TRINITY EPISCOPAL SCHOOL |
| Employer identification number (EIN): | 710270797 |
| NAIC Classification: | 611000 |
Additional information about TRINITY EPISCOPAL SCHOOL
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 1952-08-11 |
| Company Identification Number: | 0011169101 |
| Legal Registered Office Address: |
1225 TEXAS ST HOUSTON United States of America (USA) 77002 |
More information about TRINITY EPISCOPAL SCHOOL
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2010-07-01 | GEORGE MAKRIS JR. | |||
| 001 | 2009-07-01 | DOUG DORRIS |
| Measure | Date | Value |
|---|---|---|
| 2010: TRINITY EPISCOPAL SCHOOL 403(B) PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-07-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 0 |
| Total of all active and inactive participants | 2010-07-01 | 0 |
| Total participants | 2010-07-01 | 0 |
| Number of participants with account balances | 2010-07-01 | 0 |
| 2009: TRINITY EPISCOPAL SCHOOL 403(B) PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-07-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 9 |
| Total of all active and inactive participants | 2009-07-01 | 19 |
| Total participants | 2009-07-01 | 19 |
| Number of participants with account balances | 2009-07-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2011 : TRINITY EPISCOPAL SCHOOL 403(B) PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-06-30 | $57,588 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $244,630 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $244,630 |
| Total plan assets at end of year | 2011-06-30 | $0 |
| Total plan assets at beginning of year | 2011-06-30 | $187,042 |
| Value of fidelity bond covering the plan | 2011-06-30 | $50,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $3,500 |
| Other income received | 2011-06-30 | $33,821 |
| Net income (gross income less expenses) | 2011-06-30 | $-187,042 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $187,042 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $20,267 |
| 2010: TRINITY EPISCOPAL SCHOOL 403(B) PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Submission has been amended | No |
| 2010-07-01 | This submission is the final filing | Yes |
| 2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-07-01 | Plan is a collectively bargained plan | No |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: TRINITY EPISCOPAL SCHOOL 403(B) PLAN 2009 form 5500 responses | ||
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | First time form 5500 has been submitted | Yes |
| 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 |
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