LAKEHILL PREPARATORY SCHOOL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES
401k plan membership statisitcs for GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES
| Measure | Date | Value |
|---|
| 2022: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-08-01 | 98 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-08-01 | 92 |
| Number of other retired or separated participants entitled to future benefits | 2022-08-01 | 10 |
| Total of all active and inactive participants | 2022-08-01 | 102 |
| Total participants | 2022-08-01 | 102 |
| Number of participants with account balances | 2022-08-01 | 99 |
| 2021: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 85 |
| Number of retired or separated participants receiving benefits | 2021-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-08-01 | 12 |
| Total of all active and inactive participants | 2021-08-01 | 97 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-08-01 | 0 |
| Total participants | 2021-08-01 | 97 |
| Number of participants with account balances | 2021-08-01 | 90 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-08-01 | 0 |
| 2020: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 78 |
| Number of retired or separated participants receiving benefits | 2020-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 11 |
| Total of all active and inactive participants | 2020-08-01 | 89 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-08-01 | 0 |
| Total participants | 2020-08-01 | 89 |
| Number of participants with account balances | 2020-08-01 | 86 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-08-01 | 0 |
| 2019: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 88 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 78 |
| Number of retired or separated participants receiving benefits | 2019-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 11 |
| Total of all active and inactive participants | 2019-08-01 | 89 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-08-01 | 0 |
| Total participants | 2019-08-01 | 89 |
| Number of participants with account balances | 2019-08-01 | 85 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-08-01 | 0 |
| 2018: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 78 |
| Number of retired or separated participants receiving benefits | 2018-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-08-01 | 10 |
| Total of all active and inactive participants | 2018-08-01 | 88 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-08-01 | 0 |
| Total participants | 2018-08-01 | 88 |
| Number of participants with account balances | 2018-08-01 | 85 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-08-01 | 0 |
| 2017: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 75 |
| Number of retired or separated participants receiving benefits | 2017-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 9 |
| Total of all active and inactive participants | 2017-08-01 | 84 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-08-01 | 0 |
| Total participants | 2017-08-01 | 84 |
| Number of participants with account balances | 2017-08-01 | 79 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-08-01 | 0 |
| 2016: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 76 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 73 |
| Number of retired or separated participants receiving benefits | 2016-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 6 |
| Total of all active and inactive participants | 2016-08-01 | 79 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-08-01 | 0 |
| Total participants | 2016-08-01 | 79 |
| Number of participants with account balances | 2016-08-01 | 77 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-08-01 | 0 |
| 2015: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 71 |
| Number of retired or separated participants receiving benefits | 2015-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 5 |
| Total of all active and inactive participants | 2015-08-01 | 76 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-08-01 | 0 |
| Total participants | 2015-08-01 | 76 |
| Number of participants with account balances | 2015-08-01 | 74 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-08-01 | 0 |
| 2014: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 75 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 67 |
| Number of retired or separated participants receiving benefits | 2014-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 3 |
| Total of all active and inactive participants | 2014-08-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-08-01 | 0 |
| Total participants | 2014-08-01 | 70 |
| Number of participants with account balances | 2014-08-01 | 69 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 0 |
| 2013: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-08-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 72 |
| Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 3 |
| Total of all active and inactive participants | 2013-08-01 | 75 |
| Total participants | 2013-08-01 | 75 |
| Number of participants with account balances | 2013-08-01 | 65 |
| 2012: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 70 |
| Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 4 |
| Total of all active and inactive participants | 2012-08-01 | 74 |
| Total participants | 2012-08-01 | 74 |
| Number of participants with account balances | 2012-08-01 | 64 |
| 2011: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 66 |
| Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 4 |
| Total of all active and inactive participants | 2011-08-01 | 70 |
| Total participants | 2011-08-01 | 70 |
| Number of participants with account balances | 2011-08-01 | 60 |
| 2010: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-08-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-08-01 | 62 |
| Number of other retired or separated participants entitled to future benefits | 2010-08-01 | 5 |
| Total of all active and inactive participants | 2010-08-01 | 67 |
| Total participants | 2010-08-01 | 67 |
| Number of participants with account balances | 2010-08-01 | 57 |
| 2009: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 36 |
| Total of all active and inactive participants | 2009-10-01 | 36 |
| Total participants | 2009-10-01 | 36 |
| Measure | Date | Value |
|---|
| 2023 : GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2023 401k financial data |
|---|
| Total income from all sources | 2023-07-31 | $886,380 |
| Expenses. Total of all expenses incurred | 2023-07-31 | $784,632 |
| Benefits paid (including direct rollovers) | 2023-07-31 | $784,632 |
| Total plan assets at end of year | 2023-07-31 | $5,355,193 |
| Total plan assets at beginning of year | 2023-07-31 | $5,253,445 |
| Total contributions received or receivable from participants | 2023-07-31 | $366,300 |
| Other income received | 2023-07-31 | $393,688 |
| Net income (gross income less expenses) | 2023-07-31 | $101,748 |
| Net plan assets at end of year (total assets less liabilities) | 2023-07-31 | $5,355,193 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-07-31 | $5,253,445 |
| Total contributions received or receivable from employer(s) | 2023-07-31 | $126,392 |
| 2022 : GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2022 401k financial data |
|---|
| Total income from all sources | 2022-07-31 | $-136,523 |
| Expenses. Total of all expenses incurred | 2022-07-31 | $207,658 |
| Benefits paid (including direct rollovers) | 2022-07-31 | $207,658 |
| Total plan assets at end of year | 2022-07-31 | $5,253,445 |
| Total plan assets at beginning of year | 2022-07-31 | $5,597,626 |
| Total contributions received or receivable from participants | 2022-07-31 | $240,654 |
| Other income received | 2022-07-31 | $-462,049 |
| Net income (gross income less expenses) | 2022-07-31 | $-344,181 |
| Net plan assets at end of year (total assets less liabilities) | 2022-07-31 | $5,253,445 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-07-31 | $5,597,626 |
| Total contributions received or receivable from employer(s) | 2022-07-31 | $84,872 |
| 2021 : GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2021 401k financial data |
|---|
| Total income from all sources | 2021-07-31 | $1,319,092 |
| Expenses. Total of all expenses incurred | 2021-07-31 | $239,416 |
| Benefits paid (including direct rollovers) | 2021-07-31 | $239,416 |
| Total plan assets at end of year | 2021-07-31 | $5,597,626 |
| Total plan assets at beginning of year | 2021-07-31 | $4,517,950 |
| Total contributions received or receivable from participants | 2021-07-31 | $260,857 |
| Contributions received from other sources (not participants or employers) | 2021-07-31 | $1,441 |
| Other income received | 2021-07-31 | $967,415 |
| Net income (gross income less expenses) | 2021-07-31 | $1,079,676 |
| Net plan assets at end of year (total assets less liabilities) | 2021-07-31 | $5,597,626 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-07-31 | $4,517,950 |
| Total contributions received or receivable from employer(s) | 2021-07-31 | $89,379 |
| 2020 : GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2020 401k financial data |
|---|
| Total income from all sources | 2020-07-31 | $716,659 |
| Expenses. Total of all expenses incurred | 2020-07-31 | $57,689 |
| Benefits paid (including direct rollovers) | 2020-07-31 | $57,689 |
| Total plan assets at end of year | 2020-07-31 | $4,517,950 |
| Total plan assets at beginning of year | 2020-07-31 | $3,858,980 |
| Total contributions received or receivable from participants | 2020-07-31 | $217,709 |
| Contributions received from other sources (not participants or employers) | 2020-07-31 | $74,559 |
| Other income received | 2020-07-31 | $354,817 |
| Net income (gross income less expenses) | 2020-07-31 | $658,970 |
| Net plan assets at end of year (total assets less liabilities) | 2020-07-31 | $4,517,950 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-07-31 | $3,858,980 |
| Total contributions received or receivable from employer(s) | 2020-07-31 | $69,574 |
| 2019 : GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2019 401k financial data |
|---|
| Total income from all sources | 2019-07-31 | $476,785 |
| Expenses. Total of all expenses incurred | 2019-07-31 | $590,185 |
| Benefits paid (including direct rollovers) | 2019-07-31 | $590,185 |
| Total plan assets at end of year | 2019-07-31 | $3,858,981 |
| Total plan assets at beginning of year | 2019-07-31 | $3,972,381 |
| Total contributions received or receivable from participants | 2019-07-31 | $252,987 |
| Contributions received from other sources (not participants or employers) | 2019-07-31 | $2,212 |
| Other income received | 2019-07-31 | $139,680 |
| Net income (gross income less expenses) | 2019-07-31 | $-113,400 |
| Net plan assets at end of year (total assets less liabilities) | 2019-07-31 | $3,858,981 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-07-31 | $3,972,381 |
| Total contributions received or receivable from employer(s) | 2019-07-31 | $81,906 |
| 2018 : GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2018 401k financial data |
|---|
| Total income from all sources | 2018-07-31 | $566,572 |
| Expenses. Total of all expenses incurred | 2018-07-31 | $578,821 |
| Benefits paid (including direct rollovers) | 2018-07-31 | $578,821 |
| Total plan assets at end of year | 2018-07-31 | $3,972,381 |
| Total plan assets at beginning of year | 2018-07-31 | $3,984,630 |
| Total contributions received or receivable from participants | 2018-07-31 | $219,705 |
| Other income received | 2018-07-31 | $312,257 |
| Net income (gross income less expenses) | 2018-07-31 | $-12,249 |
| Net plan assets at end of year (total assets less liabilities) | 2018-07-31 | $3,972,381 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-07-31 | $3,984,630 |
| Total contributions received or receivable from employer(s) | 2018-07-31 | $34,610 |
| 2017 : GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2017 401k financial data |
|---|
| Total income from all sources | 2017-07-31 | $603,777 |
| Expenses. Total of all expenses incurred | 2017-07-31 | $51,424 |
| Benefits paid (including direct rollovers) | 2017-07-31 | $51,424 |
| Total plan assets at end of year | 2017-07-31 | $3,984,630 |
| Total plan assets at beginning of year | 2017-07-31 | $3,432,277 |
| Total contributions received or receivable from participants | 2017-07-31 | $288,450 |
| Contributions received from other sources (not participants or employers) | 2017-07-31 | $43 |
| Other income received | 2017-07-31 | $315,284 |
| Net income (gross income less expenses) | 2017-07-31 | $552,353 |
| Net plan assets at end of year (total assets less liabilities) | 2017-07-31 | $3,984,630 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-07-31 | $3,432,277 |
| 2016 : GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2016 401k financial data |
|---|
| Total income from all sources | 2016-07-31 | $296,332 |
| Expenses. Total of all expenses incurred | 2016-07-31 | $53,746 |
| Benefits paid (including direct rollovers) | 2016-07-31 | $53,746 |
| Total plan assets at end of year | 2016-07-31 | $3,432,277 |
| Total plan assets at beginning of year | 2016-07-31 | $3,189,691 |
| Total contributions received or receivable from participants | 2016-07-31 | $210,089 |
| Contributions received from other sources (not participants or employers) | 2016-07-31 | $28,979 |
| Other income received | 2016-07-31 | $57,264 |
| Net income (gross income less expenses) | 2016-07-31 | $242,586 |
| Net plan assets at end of year (total assets less liabilities) | 2016-07-31 | $3,432,277 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-07-31 | $3,189,691 |
| 2015 : GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2015 401k financial data |
|---|
| Total income from all sources | 2015-07-31 | $391,083 |
| Expenses. Total of all expenses incurred | 2015-07-31 | $58,610 |
| Benefits paid (including direct rollovers) | 2015-07-31 | $58,610 |
| Total plan assets at end of year | 2015-07-31 | $3,189,690 |
| Total plan assets at beginning of year | 2015-07-31 | $2,857,217 |
| Total contributions received or receivable from participants | 2015-07-31 | $207,771 |
| Other income received | 2015-07-31 | $183,312 |
| Net income (gross income less expenses) | 2015-07-31 | $332,473 |
| Net plan assets at end of year (total assets less liabilities) | 2015-07-31 | $3,189,690 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-07-31 | $2,857,217 |
| 2014 : GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2014 401k financial data |
|---|
| Total income from all sources | 2014-07-31 | $399,701 |
| Expenses. Total of all expenses incurred | 2014-07-31 | $100,527 |
| Benefits paid (including direct rollovers) | 2014-07-31 | $100,527 |
| Total plan assets at end of year | 2014-07-31 | $2,857,217 |
| Total plan assets at beginning of year | 2014-07-31 | $2,558,043 |
| Total contributions received or receivable from participants | 2014-07-31 | $181,675 |
| Other income received | 2014-07-31 | $218,026 |
| Net income (gross income less expenses) | 2014-07-31 | $299,174 |
| Net plan assets at end of year (total assets less liabilities) | 2014-07-31 | $2,857,217 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-07-31 | $2,558,043 |
| 2013 : GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2013 401k financial data |
|---|
| Total income from all sources | 2013-07-31 | $405,123 |
| Expenses. Total of all expenses incurred | 2013-07-31 | $95,817 |
| Benefits paid (including direct rollovers) | 2013-07-31 | $95,817 |
| Total plan assets at end of year | 2013-07-31 | $2,558,043 |
| Total plan assets at beginning of year | 2013-07-31 | $2,248,737 |
| Total contributions received or receivable from participants | 2013-07-31 | $203,628 |
| Other income received | 2013-07-31 | $201,495 |
| Net income (gross income less expenses) | 2013-07-31 | $309,306 |
| Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $2,558,043 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $2,248,737 |
| 2012 : GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2012 401k financial data |
|---|
| Total income from all sources | 2012-07-31 | $263,366 |
| Expenses. Total of all expenses incurred | 2012-07-31 | $35,023 |
| Benefits paid (including direct rollovers) | 2012-07-31 | $35,023 |
| Total plan assets at end of year | 2012-07-31 | $2,248,737 |
| Total plan assets at beginning of year | 2012-07-31 | $2,020,394 |
| Total contributions received or receivable from participants | 2012-07-31 | $186,572 |
| Contributions received from other sources (not participants or employers) | 2012-07-31 | $3,031 |
| Other income received | 2012-07-31 | $73,763 |
| Net income (gross income less expenses) | 2012-07-31 | $228,343 |
| Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $2,248,737 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $2,020,394 |
| 2011 : GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2011 401k financial data |
|---|
| Total income from all sources | 2011-07-31 | $344,379 |
| Expenses. Total of all expenses incurred | 2011-07-31 | $68,663 |
| Benefits paid (including direct rollovers) | 2011-07-31 | $68,663 |
| Total plan assets at end of year | 2011-07-31 | $2,020,394 |
| Total plan assets at beginning of year | 2011-07-31 | $1,744,678 |
| Total contributions received or receivable from participants | 2011-07-31 | $198,155 |
| Other income received | 2011-07-31 | $146,224 |
| Net income (gross income less expenses) | 2011-07-31 | $275,716 |
| Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $2,020,394 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $1,744,678 |
| 2022: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2022 form 5500 responses |
|---|
| 2022-08-01 | Type of plan entity | Single employer plan |
| 2022-08-01 | Plan funding arrangement – Insurance | Yes |
| 2022-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2021 form 5500 responses |
|---|
| 2021-08-01 | Type of plan entity | Single employer plan |
| 2021-08-01 | Plan funding arrangement – Insurance | Yes |
| 2021-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2020 form 5500 responses |
|---|
| 2020-08-01 | Type of plan entity | Single employer plan |
| 2020-08-01 | Plan funding arrangement – Insurance | Yes |
| 2020-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Single employer plan |
| 2019-08-01 | Plan funding arrangement – Insurance | Yes |
| 2019-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2018 form 5500 responses |
|---|
| 2018-08-01 | Type of plan entity | Single employer plan |
| 2018-08-01 | Plan funding arrangement – Insurance | Yes |
| 2018-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2017 form 5500 responses |
|---|
| 2017-08-01 | Type of plan entity | Single employer plan |
| 2017-08-01 | Plan funding arrangement – Insurance | Yes |
| 2017-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 2016-08-01 | Plan funding arrangement – Insurance | Yes |
| 2016-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2015 form 5500 responses |
|---|
| 2015-08-01 | Type of plan entity | Single employer plan |
| 2015-08-01 | Plan funding arrangement – Insurance | Yes |
| 2015-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2014 form 5500 responses |
|---|
| 2014-08-01 | Type of plan entity | Single employer plan |
| 2014-08-01 | Plan funding arrangement – Insurance | Yes |
| 2014-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2013 form 5500 responses |
|---|
| 2013-08-01 | Type of plan entity | Single employer plan |
| 2013-08-01 | Plan funding arrangement – Insurance | Yes |
| 2013-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2012 form 5500 responses |
|---|
| 2012-08-01 | Type of plan entity | Single employer plan |
| 2012-08-01 | Plan funding arrangement – Insurance | Yes |
| 2012-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2011 form 5500 responses |
|---|
| 2011-08-01 | Type of plan entity | Single employer plan |
| 2011-08-01 | Plan funding arrangement – Trust | Yes |
| 2011-08-01 | Plan benefit arrangement - Trust | Yes |
| 2010: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2010 form 5500 responses |
|---|
| 2010-08-01 | Type of plan entity | Single employer plan |
| 2010-08-01 | Plan funding arrangement – Trust | Yes |
| 2010-08-01 | Plan benefit arrangement - Trust | Yes |
| 2009: GROUP TAX SHELTERED ANNUITY PLAN FOR LAKEHILL PREPARATORY SCHOOL EMPLOYEES 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 385587 |
| Policy instance | 1 |
| Insurance contract or identification number | 385587 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2022-08-01 | | Insurance policy end date | 2023-07-31 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 385587 |
| Policy instance | 1 |
| Insurance contract or identification number | 385587 | | Number of Individuals Covered | 75 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 385587 |
| Policy instance | 1 |
| Insurance contract or identification number | 385587 | | Number of Individuals Covered | 75 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 385587 |
| Policy instance | 1 |
| Insurance contract or identification number | 385587 | | Number of Individuals Covered | 75 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 385587 |
| Policy instance | 1 |
| Insurance contract or identification number | 385587 | | Number of Individuals Covered | 78 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 385587 |
| Policy instance | 1 |
| Insurance contract or identification number | 385587 | | Number of Individuals Covered | 75 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 385587 |
| Policy instance | 1 |
| Insurance contract or identification number | 385587 | | Number of Individuals Covered | 74 | | Insurance policy start date | 2015-08-01 | | Insurance policy end date | 2016-07-31 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 385587 |
| Policy instance | 1 |
| Insurance contract or identification number | 385587 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2014-08-01 | | Insurance policy end date | 2015-07-31 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 385587 |
| Policy instance | 1 |
| Insurance contract or identification number | 385587 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2013-08-01 | | Insurance policy end date | 2014-07-31 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 385587 |
| Policy instance | 1 |
| Insurance contract or identification number | 385587 | | Number of Individuals Covered | 64 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-07-31 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
