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EMPLOYEE BENEFIT PLAN OF ST. JAMES DAY SCHOOL 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF ST. JAMES DAY SCHOOL
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF ST. JAMES DAY SCHOOL 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.
  • 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

ST. JAMES DAY SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:ST. JAMES DAY SCHOOL
Employer identification number (EIN):750829385
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF ST. JAMES DAY SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01SUSANNAH JOYCE2024-04-15
0012021-07-01SUSANNAH JOYCE2023-04-03
0012020-07-01SUSANNAH JOYCE2022-01-26
0012019-07-01CHERYL BROWN2021-01-13
0012018-07-01CHERYL BROWN2020-07-08
0012017-07-01CHERYL BROWN2019-04-02
0012017-07-01CHERYL BROWN2019-04-08
0012016-07-01CHERYL L BROWN2017-12-08
0012016-07-01CHERYL L BROWN2018-01-31
0012015-07-01CHERYL L. BROWN2017-01-27
0012014-07-01CHERYL L BROWN2016-01-08 CHERYL L BROWN2016-01-08
0012013-07-01CHERYL BROWN2015-01-07 CHERYL BROWN2015-01-07
0012012-07-01CHERYL L. BROWN2014-01-29 CHERYL L. BROWN2014-01-29
0012011-07-01CHERYL L BROWN2013-01-25 CHERYL L BROWN2013-01-25
0012010-07-01CHERYL L. BROWN2011-11-01 CHERYL L. BROWN2011-11-01

Financial Data on EMPLOYEE BENEFIT PLAN OF ST. JAMES DAY SCHOOL

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF ST. JAMES DAY SCHOOL 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-030
Total expenses incurred by plan in this plan year2025-10-03125
Net assets as of the end of the plan year2025-10-03535806
Total assets as of the beginning of the plan year2025-10-03449575
Value of plan covered by a fidelity bond2025-10-031000000
Participant contributions to plan in this plan year2025-10-0341193
Other expenses paid from plan in this plan year2025-10-030
Other contributions to plan in this plan year2025-10-030
Other income to plan in this plan year2025-10-0335166
Plan net income in this plan year2025-10-0386231
Net assets as of the end of the plan year2025-10-03535806
Net assets as of the beginning of the plan year2025-10-03449575
Employer contributions to plan in this plan year2025-10-039997
Fees paid to broker by Benefit Provider2025-10-0344
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-03125
Total transfers to/from plan in this plan year2025-09-050
Total liabilities as of the end of the plan year2025-09-050
Total liabilities as of the beginning of the plan year2025-09-050
Total expenses incurred by plan in this plan year2025-09-0518600
Net assets as of the end of the plan year2025-09-05449575
Total assets as of the beginning of the plan year2025-09-05362969
Value of plan covered by a fidelity bond2025-09-051000000
Participant contributions to plan in this plan year2025-09-0531680
Other expenses paid from plan in this plan year2025-09-050
Other contributions to plan in this plan year2025-09-050
Other income to plan in this plan year2025-09-0573526
Plan net income in this plan year2025-09-0586606
Net assets as of the end of the plan year2025-09-05449575
Net assets as of the beginning of the plan year2025-09-05362969
Employer contributions to plan in this plan year2025-09-050
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-05133

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