TREESIDE CHARTER SCHOOL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-TREESIDE CHARTER SCHOOL
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME SECURITY PLAN-TREESIDE CHARTER SCHOOL 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 37114 |
| Net assets as of the end of the plan year | 2025-07-28 | 668552 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 507702 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 43320 |
| Value of participant loans at end of plan year | 2025-07-28 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 76706 |
| Plan net income in this plan year | 2025-07-28 | 160850 |
| Net assets as of the end of the plan year | 2025-07-28 | 668552 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 507702 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 2166 |
| Employer contributions to plan in this plan year | 2025-07-28 | 77938 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 6788 |
| 2024 : RETIREMENT INCOME SECURITY PLAN-TREESIDE CHARTER SCHOOL 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 65951 |
| Net assets as of the end of the plan year | 2024-08-20 | 507702 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 380039 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 48750 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 0 |
| Other income to plan in this plan year | 2024-08-20 | 72303 |
| Plan net income in this plan year | 2024-08-20 | 127663 |
| Net assets as of the end of the plan year | 2024-08-20 | 507702 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 380039 |
| Value of contributions failed to transmitted timely | 2024-08-20 | 2769 |
| Employer contributions to plan in this plan year | 2024-08-20 | 72561 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 5495 |
| 2022 : RETIREMENT INCOME SECURITY PLAN-TREESIDE CHARTER SCHOOL 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 44549 |
| Net assets as of the end of the plan year | 2022-07-26 | 317093 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 174343 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 79899 |
| Value of participant loans at end of plan year | 2022-07-26 | 0 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 36242 |
| Plan net income in this plan year | 2022-07-26 | 142750 |
| Net assets as of the end of the plan year | 2022-07-26 | 317093 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 174343 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 71158 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 4596 |
