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NEW ORLEANS CHARTER SCIENCE & MATH HIGH SCHOOL 401(K) PLAN 401k Plan overview

Plan NameNEW ORLEANS CHARTER SCIENCE & MATH HIGH SCHOOL 401(K) PLAN
Plan identification number 001

NEW ORLEANS CHARTER SCIENCE & MATH HIGH SCHOOL 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ADVOCATES FOR SCIENCE & MATHEMATICS EDUCATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:ADVOCATES FOR SCIENCE & MATHEMATICS EDUCATION, INC.
Employer identification number (EIN):721210144
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW ORLEANS CHARTER SCIENCE & MATH HIGH SCHOOL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01TERRIZENE VINCENT2024-04-03
0012021-07-01TERRIZENE VINCENT2023-04-13
0012020-07-01
0012019-07-01
0012018-07-01
0012017-09-01

Plan Statistics for NEW ORLEANS CHARTER SCIENCE & MATH HIGH SCHOOL 401(K) PLAN

401k plan membership statisitcs for NEW ORLEANS CHARTER SCIENCE & MATH HIGH SCHOOL 401(K) PLAN

Measure Date Value
2025: NEW ORLEANS CHARTER SCIENCE & MATH HIGH SCHOOL 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-10105
Total number of particpants at end of year2025-04-10105
Number of Participants With Account Balances2025-04-10104
2023: NEW ORLEANS CHARTER SCIENCE & MATH HIGH SCHOOL 401(K) PLAN 2023 401k membership
Total number of particpants at beginning of year2023-04-13105
Total number of particpants at end of year2023-04-13105
Number of Participants With Account Balances2023-04-1395

Financial Data on NEW ORLEANS CHARTER SCIENCE & MATH HIGH SCHOOL 401(K) PLAN

Measure Date Value
2025 : NEW ORLEANS CHARTER SCIENCE & MATH HIGH SCHOOL 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-10163329
Net assets as of the end of the plan year2025-04-101164076
Total assets as of the beginning of the plan year2025-04-101079161
Participant contributions to plan in this plan year2025-04-1071264
Other income to plan in this plan year2025-04-10132485
Plan net income in this plan year2025-04-1084915
Net assets as of the end of the plan year2025-04-101164076
Net assets as of the beginning of the plan year2025-04-101079161
Value of contributions failed to transmitted timely2025-04-1065512
Employer contributions to plan in this plan year2025-04-1044495
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-1011401
2023 : NEW ORLEANS CHARTER SCIENCE & MATH HIGH SCHOOL 401(K) PLAN 2023 401k financial data
Total liabilities as of the end of the plan year2023-04-130
Total liabilities as of the beginning of the plan year2023-04-130
Total expenses incurred by plan in this plan year2023-04-1395332
Net assets as of the end of the plan year2023-04-13939308
Total assets as of the beginning of the plan year2023-04-13969941
Participant contributions to plan in this plan year2023-04-13127437
Other expenses paid from plan in this plan year2023-04-130
Other contributions to plan in this plan year2023-04-130
Other income to plan in this plan year2023-04-13-154665
Plan net income in this plan year2023-04-13-30633
Net assets as of the end of the plan year2023-04-13939308
Net assets as of the beginning of the plan year2023-04-13969941
Employer contributions to plan in this plan year2023-04-1391927
Expensese paid to adminstrative service provicers from plan in this plan year2023-04-1310294

Potentially related plans

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