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RETIREMENT PLAN FOR THE FACULTY OF RIVER OAKS SCHOOL 401k Plan overview

Plan NameRETIREMENT PLAN FOR THE FACULTY OF RIVER OAKS SCHOOL
Plan identification number 001

RETIREMENT PLAN FOR THE FACULTY OF RIVER OAKS SCHOOL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

MONROE EDUCATIONAL FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:MONROE EDUCATIONAL FOUNDATION
Employer identification number (EIN):720681134
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR THE FACULTY OF RIVER OAKS SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-08-01GARELD DEWITT2023-12-07 GARELD DEWITT2023-12-07
0012021-08-01
0012020-08-01
0012019-08-01GARELD DEWITT2020-11-02 GARELD DEWITT2020-11-02
0012017-08-01GARELD DEWITT2018-11-06 GARELD DEWITT2018-11-06
0012016-08-01GARELD DEWITT2017-10-01 GARELD DEWITT2017-10-01
0012015-08-01GARELD DEWITT2016-10-25 GARELD DEWITT2016-10-25
0012014-08-01GARELD DEWITT2015-11-13 GARELD DEWITT2015-11-13
0012013-08-01GARELD DEWITT2014-11-20
0012012-08-01GARELD DEWITT2013-11-08
0012011-08-01GARELD DEWITT2012-12-04
0012010-08-01GARELD DEWITT JR2012-01-06
0012005-08-01GARELD DEWITT JR
0012003-08-01GARELD DEWITT JR
0012002-08-01GARELD DEWITT JR
0012001-08-01GARELD DEWITT JR
0012001-01-01GARELD DEWITT JR

Plan Statistics for RETIREMENT PLAN FOR THE FACULTY OF RIVER OAKS SCHOOL

401k plan membership statisitcs for RETIREMENT PLAN FOR THE FACULTY OF RIVER OAKS SCHOOL

Measure Date Value
2025: RETIREMENT PLAN FOR THE FACULTY OF RIVER OAKS SCHOOL 2025 401k membership
Total number of particpants at beginning of year2025-02-1418
Total number of particpants at end of year2025-02-1418
Number of Participants With Account Balances2025-02-1416
2023: RETIREMENT PLAN FOR THE FACULTY OF RIVER OAKS SCHOOL 2023 401k membership
Total number of particpants at beginning of year2023-01-3119
Total number of particpants at end of year2023-01-3119
Number of Participants With Account Balances2023-01-3118

Financial Data on RETIREMENT PLAN FOR THE FACULTY OF RIVER OAKS SCHOOL

Measure Date Value
2025 : RETIREMENT PLAN FOR THE FACULTY OF RIVER OAKS SCHOOL 2025 401k financial data
Total expenses incurred by plan in this plan year2025-02-1492704
Net assets as of the end of the plan year2025-02-14329490
Total assets as of the beginning of the plan year2025-02-14371545
Other income to plan in this plan year2025-02-1448049
Plan net income in this plan year2025-02-14-42055
Net assets as of the end of the plan year2025-02-14329490
Net assets as of the beginning of the plan year2025-02-14371545
Employer contributions to plan in this plan year2025-02-142600
2023 : RETIREMENT PLAN FOR THE FACULTY OF RIVER OAKS SCHOOL 2023 401k financial data
Total expenses incurred by plan in this plan year2023-01-319620
Net assets as of the end of the plan year2023-01-31364120
Total assets as of the beginning of the plan year2023-01-31392095
Participant contributions to plan in this plan year2023-01-315200
Other income to plan in this plan year2023-01-31-23555
Plan net income in this plan year2023-01-31-27975
Net assets as of the end of the plan year2023-01-31364120
Net assets as of the beginning of the plan year2023-01-31392095

Form 5500 Responses for RETIREMENT PLAN FOR THE FACULTY OF RIVER OAKS SCHOOL

2005: RETIREMENT PLAN FOR THE FACULTY OF RIVER OAKS SCHOOL 2005 form 5500 responses
2005-08-01Type of plan entitySingle employer plan
2005-08-01Submission has been amendedNo
2005-08-01This submission is the final filingNo
2005-08-01This return/report is a short plan year return/report (less than 12 months)No
2005-08-01Plan is a collectively bargained planNo
2003: RETIREMENT PLAN FOR THE FACULTY OF RIVER OAKS SCHOOL 2003 form 5500 responses
2003-08-01Type of plan entitySingle employer plan
2003-08-01Submission has been amendedNo
2003-08-01This submission is the final filingNo
2003-08-01This return/report is a short plan year return/report (less than 12 months)No
2003-08-01Plan is a collectively bargained planNo
2002: RETIREMENT PLAN FOR THE FACULTY OF RIVER OAKS SCHOOL 2002 form 5500 responses
2002-08-01Type of plan entitySingle employer plan
2002-08-01Submission has been amendedNo
2002-08-01This submission is the final filingNo
2002-08-01This return/report is a short plan year return/report (less than 12 months)No
2002-08-01Plan is a collectively bargained planNo
2001: RETIREMENT PLAN FOR THE FACULTY OF RIVER OAKS SCHOOL 2001 form 5500 responses
2001-08-01Type of plan entitySingle employer plan
2001-08-01Submission has been amendedNo
2001-08-01This submission is the final filingNo
2001-08-01This return/report is a short plan year return/report (less than 12 months)No
2001-08-01Plan is a collectively bargained planNo
2001-01-01Type of plan entitySingle employer plan
2001-01-01Submission has been amendedNo
2001-01-01This submission is the final filingNo
2001-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2001-01-01Plan is a collectively bargained planNo

Potentially related plans

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