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OAK HALL EPISCOPAL SCHOOL 401k Plan overview

Plan NameOAK HALL EPISCOPAL SCHOOL
Plan identification number 001

OAK HALL EPISCOPAL SCHOOL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 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

OAK HALL EPISCOPAL SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:OAK HALL EPISCOPAL SCHOOL
Employer identification number (EIN):731023224
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAK HALL EPISCOPAL SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01JODIE DOUGLASS2022-10-20
0012020-01-01JODIE DOUGLASS2021-10-15 JODIE DOUGLASS2021-10-15
0012020-01-01 JODIE DOUGLASS2021-10-15
0012019-01-01JODIE DOUGLASS2020-07-22 JODIE DOUGLASS2020-07-22
0012018-01-01JODIE DOUGLASS2019-07-18
0012017-01-01JODIE DOUGLASS2018-07-24
0012016-01-01JODIE DOUGLASS2017-10-06
0012015-01-01JODIE DOUGLASS2016-07-20 JODIE DOUGLASS2016-07-20
0012014-01-01
0012013-01-01JODIE DOUGLASS2014-10-14 JODIE DOUGLASS2014-10-14
0012012-01-01JODIE DOUGLASS2013-10-14
0012011-01-01JODIE DOUGLASS
0012010-01-01JODIE DOUGLASS
0012009-01-01JODIE DOUGLASS

Plan Statistics for OAK HALL EPISCOPAL SCHOOL

401k plan membership statisitcs for OAK HALL EPISCOPAL SCHOOL

Measure Date Value
2011: OAK HALL EPISCOPAL SCHOOL 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Total of all active and inactive participants2011-01-0110
Total participants2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: OAK HALL EPISCOPAL SCHOOL 2010 401k membership
Total participants, beginning-of-year2010-01-0113
Total number of active participants reported on line 7a of the Form 55002010-01-0111
Total of all active and inactive participants2010-01-0111
Total participants2010-01-0111
Number of participants with account balances2010-01-0111
2009: OAK HALL EPISCOPAL SCHOOL 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-019
Total of all active and inactive participants2009-01-019
Total participants2009-01-019

Financial Data on OAK HALL EPISCOPAL SCHOOL

Measure Date Value
2011 : OAK HALL EPISCOPAL SCHOOL 2011 401k financial data
Total income from all sources2011-12-31$37,709
Expenses. Total of all expenses incurred2011-12-31$3,770
Benefits paid (including direct rollovers)2011-12-31$3,680
Total plan assets at end of year2011-12-31$130,804
Total plan assets at beginning of year2011-12-31$116,622
Total contributions received or receivable from participants2011-12-31$19,597
Expenses. Other expenses not covered elsewhere2011-12-31$90
Other income received2011-12-31$10,764
Net income (gross income less expenses)2011-12-31$33,939
Net plan assets at end of year (total assets less liabilities)2011-12-31$130,804
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$116,622
Total contributions received or receivable from employer(s)2011-12-31$7,348
2010 : OAK HALL EPISCOPAL SCHOOL 2010 401k financial data
Total income from all sources2010-12-31$53,703
Expenses. Total of all expenses incurred2010-12-31$8,569
Benefits paid (including direct rollovers)2010-12-31$8,459
Total plan assets at end of year2010-12-31$116,622
Total plan assets at beginning of year2010-12-31$75,397
Total contributions received or receivable from participants2010-12-31$19,527
Other income received2010-12-31$26,901
Net income (gross income less expenses)2010-12-31$45,134
Net plan assets at end of year (total assets less liabilities)2010-12-31$116,622
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$75,397
Total contributions received or receivable from employer(s)2010-12-31$7,275
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$110

Form 5500 Responses for OAK HALL EPISCOPAL SCHOOL

2011: OAK HALL EPISCOPAL SCHOOL 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OAK HALL EPISCOPAL SCHOOL 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OAK HALL EPISCOPAL SCHOOL 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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