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| Plan Name | ST. PETER'S EPISCOPAL SCHOOL RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ST. PETER'S EPISCOPAL SCHOOL |
| Employer identification number (EIN): | 741310194 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-09-01 | FELICIA LEHMANN | 2024-05-14 | FELICIA LEHMANN | 2024-05-14 |
| 001 | 2021-09-01 | FELICIA LEHMANN | 2023-05-08 | FELICIA LEHMANN | 2023-05-08 |
| 001 | 2020-09-01 | FELICIA LEHMANN | 2022-06-08 | FELICIA LEHMANN | 2022-06-08 |
| 001 | 2019-09-01 | FELICIA LEHMANN | 2021-06-08 | FELICIA LEHMANN | 2021-06-08 |
| 001 | 2015-09-01 | KAY REICHENAU | 2017-05-02 | KAY REICHENAU | 2017-05-02 |
| 001 | 2013-09-01 | KAY REICHENAU | 2015-05-06 | KAY REICHENAU | 2015-05-06 |
| 001 | 2012-09-01 | KAY REICHENAU | 2014-05-15 | KAY REICHENAU | 2014-05-15 |
| 001 | 2011-09-01 | KAY REICHENAU | 2013-01-15 | KAY REICHENAU | 2013-01-15 |
| 001 | 2010-09-01 | KAY REICHENAU | 2012-02-08 | KAY REICHENAU | 2012-02-08 |
| Measure | Date | Value |
|---|---|---|
| 2025: ST. PETER'S EPISCOPAL SCHOOL RETIREMENT PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-06-05 | 46 |
| Total number of particpants at end of year | 2025-06-05 | 50 |
| Number of Participants With Account Balances | 2025-06-05 | 50 |
| Measure | Date | Value |
|---|---|---|
| 2025 : ST. PETER'S EPISCOPAL SCHOOL RETIREMENT PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-06-05 | 126773 |
| Net assets as of the end of the plan year | 2025-06-05 | 1364181 |
| Total assets as of the beginning of the plan year | 2025-06-05 | 1226691 |
| Participant contributions to plan in this plan year | 2025-06-05 | 24538 |
| Other income to plan in this plan year | 2025-06-05 | 191046 |
| Plan net income in this plan year | 2025-06-05 | 137490 |
| Net assets as of the end of the plan year | 2025-06-05 | 1364181 |
| Net assets as of the beginning of the plan year | 2025-06-05 | 1226691 |
| Employer contributions to plan in this plan year | 2025-06-05 | 48679 |
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