401k Plan data: THE COMMUNITY SCHOOL 403(B) PLAN plan

THE COMMUNITY SCHOOL 403(B) PLAN 401k Plan overview

Plan Name	THE COMMUNITY SCHOOL 403(B) PLAN
Plan identification number	001

THE COMMUNITY SCHOOL 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

SUN VALLEY COMMUNITY SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name: SUN VALLEY COMMUNITY SCHOOL, INC.

Employer identification number (EIN): 820307094

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COMMUNITY SCHOOL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JULIE SIEGEL
001 2016-01-01 JULIE SIEGEL
001 2015-01-01 JANELL GODDARD 2016-06-30
001 2014-01-01 JANELL GODDARD 2015-07-21
001 2013-01-01 JANELL GODDARD 2015-07-21
001 2012-01-01 JANELL GODDARD 2015-07-21
001 2011-01-01 JANELL GODDARD 2015-07-21
001 2010-01-01 JANELL GODDARD 2015-07-21
001 2009-01-01 JANELL L GODDARD
001 2009-01-01 JANELL GODDARD 2015-07-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JULIE SIEGEL
001	2016-01-01	JULIE SIEGEL
001	2015-01-01	JANELL GODDARD	2016-06-30
001	2014-01-01	JANELL GODDARD	2015-07-21
001	2013-01-01	JANELL GODDARD	2015-07-21
001	2012-01-01	JANELL GODDARD	2015-07-21
001	2011-01-01	JANELL GODDARD	2015-07-21
001	2010-01-01	JANELL GODDARD	2015-07-21
001	2009-01-01	JANELL L GODDARD
001	2009-01-01	JANELL GODDARD	2015-07-21

Plan Statistics for THE COMMUNITY SCHOOL 403(B) PLAN

401k plan membership statisitcs for THE COMMUNITY SCHOOL 403(B) PLAN

Measure Date Value
2022: THE COMMUNITY SCHOOL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 133
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 108
Total of all active and inactive participants 2022-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 243
Number of participants with account balances 2022-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE COMMUNITY SCHOOL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 135
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 88
Total of all active and inactive participants 2021-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 224
Number of participants with account balances 2021-01-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE COMMUNITY SCHOOL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 134
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 90
Total of all active and inactive participants 2020-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 225
Number of participants with account balances 2020-01-01 223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE COMMUNITY SCHOOL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 123
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 93
Total of all active and inactive participants 2019-01-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 216
Number of participants with account balances 2019-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE COMMUNITY SCHOOL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 109
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 92
Total of all active and inactive participants 2018-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 201
Number of participants with account balances 2018-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE COMMUNITY SCHOOL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 97
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 92
Total of all active and inactive participants 2017-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 189
Number of participants with account balances 2017-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE COMMUNITY SCHOOL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 95
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 89
Total of all active and inactive participants 2016-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 184
Number of participants with account balances 2016-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2009: THE COMMUNITY SCHOOL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 65
Total of all active and inactive participants 2009-01-01 65
Total participants 2009-01-01 65
Number of participants with account balances 2009-01-01 65

Measure	Date	Value
2022: THE COMMUNITY SCHOOL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	133
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	108
Total of all active and inactive participants	2022-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	243
Number of participants with account balances	2022-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE COMMUNITY SCHOOL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	135
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	88
Total of all active and inactive participants	2021-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	224
Number of participants with account balances	2021-01-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE COMMUNITY SCHOOL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	134
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	90
Total of all active and inactive participants	2020-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	225
Number of participants with account balances	2020-01-01	223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE COMMUNITY SCHOOL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	123
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	93
Total of all active and inactive participants	2019-01-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	216
Number of participants with account balances	2019-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE COMMUNITY SCHOOL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	109
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	92
Total of all active and inactive participants	2018-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	201
Number of participants with account balances	2018-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE COMMUNITY SCHOOL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	97
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	92
Total of all active and inactive participants	2017-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	189
Number of participants with account balances	2017-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE COMMUNITY SCHOOL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	95
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	89
Total of all active and inactive participants	2016-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	184
Number of participants with account balances	2016-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2009: THE COMMUNITY SCHOOL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	65
Total of all active and inactive participants	2009-01-01	65
Total participants	2009-01-01	65
Number of participants with account balances	2009-01-01	65

Financial Data on THE COMMUNITY SCHOOL 403(B) PLAN

Measure	Date	Value
2022 : THE COMMUNITY SCHOOL 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,262,367
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,285,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,254,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$868,016
Value of total assets at end of year	2022-12-31	$21,519,295
Value of total assets at beginning of year	2022-12-31	$25,067,274
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$31,098
Total interest from all sources	2022-12-31	$232,285
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$179,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$179,135
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$410,793
Participant contributions at end of year	2022-12-31	$3,508
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$37,483
Other income not declared elsewhere	2022-12-31	$17,367
Administrative expenses (other) incurred	2022-12-31	$469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,547,979
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$21,519,295
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$25,067,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$14,912,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$18,456,091
Value of interest in pooled separate accounts at end of year	2022-12-31	$814,229
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$957,228
Interest on participant loans	2022-12-31	$114
Interest earned on other investments	2022-12-31	$232,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$5,788,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$5,653,955
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$576,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,639,842
Net investment gain/loss from pooled separate accounts	2022-12-31	$80,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$419,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$677,588
Contract administrator fees	2022-12-31	$30,629
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HARRIS & CO., PLLC
Accountancy firm EIN	2022-12-31	264022510
2021 : THE COMMUNITY SCHOOL 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,699,045
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,424,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,379,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$795,170
Value of total assets at end of year	2021-12-31	$25,067,274
Value of total assets at beginning of year	2021-12-31	$22,792,264
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$44,905
Total interest from all sources	2021-12-31	$190,913
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$205,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$205,453
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$391,794
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,572
Other income not declared elsewhere	2021-12-31	$21,274
Administrative expenses (other) incurred	2021-12-31	$861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,275,010
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$25,067,274
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$22,792,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$18,456,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$16,349,598
Value of interest in pooled separate accounts at end of year	2021-12-31	$957,228
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$821,856
Interest earned on other investments	2021-12-31	$190,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$5,653,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$5,620,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,340,509
Net investment gain/loss from pooled separate accounts	2021-12-31	$145,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$401,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,379,130
Contract administrator fees	2021-12-31	$44,044
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HARRIS & CO., PLLC
Accountancy firm EIN	2021-12-31	264022510
2020 : THE COMMUNITY SCHOOL 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,531,879
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,522,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,504,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$909,719
Value of total assets at end of year	2020-12-31	$22,792,264
Value of total assets at beginning of year	2020-12-31	$21,782,777
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$17,751
Total interest from all sources	2020-12-31	$207,769
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$108,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$108,445
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$377,893
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$150,144
Other income not declared elsewhere	2020-12-31	$16,113
Administrative expenses (other) incurred	2020-12-31	$3,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,009,487
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$22,792,264
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$21,782,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$16,349,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$15,369,648
Value of interest in pooled separate accounts at end of year	2020-12-31	$821,856
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,027,304
Interest on participant loans	2020-12-31	$16
Interest earned on other investments	2020-12-31	$207,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$5,620,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$5,385,825
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$102,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,295,789
Net investment gain/loss from pooled separate accounts	2020-12-31	$-5,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$381,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,402,124
Contract administrator fees	2020-12-31	$14,251
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	POULSEN VANLEUVEN & CATMULL PA
Accountancy firm EIN	2020-12-31	820410821
2019 : THE COMMUNITY SCHOOL 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,966,943
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$826,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$823,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$758,865
Value of total assets at end of year	2019-12-31	$21,782,777
Value of total assets at beginning of year	2019-12-31	$18,641,931
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,148
Total interest from all sources	2019-12-31	$201,374
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$46,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$46,664
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$375,855
Amount contributed by the employer to the plan for this plan year	2019-12-31	$375,855
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$373,182
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$9,828
Other income not declared elsewhere	2019-12-31	$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,140,846
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,782,777
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$18,641,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$15,369,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,426,244
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,027,304
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$846,399
Interest earned on other investments	2019-12-31	$201,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$5,385,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$5,369,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,906,864
Net investment gain/loss from pooled separate accounts	2019-12-31	$53,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$375,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$823,949
Contract administrator fees	2019-12-31	$2,148
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	POULSEN VANLEUVEN & CATMULL PA
Accountancy firm EIN	2019-12-31	820410821
2018 : THE COMMUNITY SCHOOL 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-116,899
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$316,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$315,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$679,049
Value of total assets at end of year	2018-12-31	$18,641,931
Value of total assets at beginning of year	2018-12-31	$19,075,552
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,437
Total interest from all sources	2018-12-31	$195,722
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$31,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$31,432
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$347,879
Amount contributed by the employer to the plan for this plan year	2018-12-31	$347,879
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$329,087
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-433,621
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$18,641,931
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$19,075,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$12,426,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,166,974
Value of interest in pooled separate accounts at end of year	2018-12-31	$846,399
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$806,987
Interest on participant loans	2018-12-31	$5
Interest earned on other investments	2018-12-31	$195,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$5,369,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$5,101,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,060,591
Net investment gain/loss from pooled separate accounts	2018-12-31	$37,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$347,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$315,285
Contract administrator fees	2018-12-31	$1,437
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	POULSEN VANLEUVEN & CATMULL PA
Accountancy firm EIN	2018-12-31	820410821
2017 : THE COMMUNITY SCHOOL 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,130,500
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$268,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$267,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$674,271
Value of total assets at end of year	2017-12-31	$19,075,552
Value of total assets at beginning of year	2017-12-31	$16,213,309
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$382
Total interest from all sources	2017-12-31	$179,659
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$12,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$12,001
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$326,144
Amount contributed by the employer to the plan for this plan year	2017-12-31	$326,144
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$333,780
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$14,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,862,243
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$19,075,552
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$16,213,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$13,166,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,892,456
Value of interest in pooled separate accounts at end of year	2017-12-31	$806,987
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$880,934
Interest earned on other investments	2017-12-31	$179,659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$5,101,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$4,439,919
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$35,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,227,755
Net investment gain/loss from pooled separate accounts	2017-12-31	$36,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$326,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$232,198
Contract administrator fees	2017-12-31	$382
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	POULSEN VANLEUVEN & CATMULL PA
Accountancy firm EIN	2017-12-31	820410821
2016 : THE COMMUNITY SCHOOL 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$2,794,604
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,911,829
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$346,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$346,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$970,221
Value of total assets at end of year	2016-12-31	$16,213,309
Value of total assets at beginning of year	2016-12-31	$11,853,414
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$171,396
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$313,731
Amount contributed by the employer to the plan for this plan year	2016-12-31	$313,731
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$356,527
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$299,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,565,291
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$16,213,309
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,853,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,892,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$8,192,892
Value of interest in pooled separate accounts at end of year	2016-12-31	$880,934
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$504,735
Interest earned on other investments	2016-12-31	$171,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$4,439,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,155,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$731,949
Net investment gain/loss from pooled separate accounts	2016-12-31	$38,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$313,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$346,538
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	EVANS POULSEN & CATMULL PA
Accountancy firm EIN	2016-12-31	820410821
2013 : THE COMMUNITY SCHOOL 403(B) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,583,477
Expenses. Total of all expenses incurred	2013-12-31	$132,481
Benefits paid (including direct rollovers)	2013-12-31	$105,537
Total plan assets at end of year	2013-12-31	$12,841,996
Total plan assets at beginning of year	2013-12-31	$10,391,000
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$305,673
Expenses. Other expenses not covered elsewhere	2013-12-31	$26,944
Contributions received from other sources (not participants or employers)	2013-12-31	$18,139
Other income received	2013-12-31	$2,016,724
Net income (gross income less expenses)	2013-12-31	$2,450,996
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$12,841,996
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$10,391,000
Assets. Value of participant loans	2013-12-31	$106,693
Total contributions received or receivable from employer(s)	2013-12-31	$242,941
2012 : THE COMMUNITY SCHOOL 403(B) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,876,332
Expenses. Total of all expenses incurred	2012-12-31	$162,033
Benefits paid (including direct rollovers)	2012-12-31	$140,144
Total plan assets at end of year	2012-12-31	$10,391,000
Total plan assets at beginning of year	2012-12-31	$8,676,701
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$266,616
Expenses. Other expenses not covered elsewhere	2012-12-31	$21,889
Contributions received from other sources (not participants or employers)	2012-12-31	$306,040
Other income received	2012-12-31	$1,089,844
Net income (gross income less expenses)	2012-12-31	$1,714,299
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$10,391,000
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$8,676,701
Assets. Value of participant loans	2012-12-31	$76,300
Total contributions received or receivable from employer(s)	2012-12-31	$213,832
2011 : THE COMMUNITY SCHOOL 403(B) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$879,673
Expenses. Total of all expenses incurred	2011-12-31	$213,072
Benefits paid (including direct rollovers)	2011-12-31	$166,725
Total plan assets at end of year	2011-12-31	$8,676,701
Total plan assets at beginning of year	2011-12-31	$8,010,100
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$253,172
Contributions received from other sources (not participants or employers)	2011-12-31	$384,355
Other income received	2011-12-31	$30,456
Net income (gross income less expenses)	2011-12-31	$666,601
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$8,676,701
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$8,010,100
Total contributions received or receivable from employer(s)	2011-12-31	$211,690
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$46,347
2010 : THE COMMUNITY SCHOOL 403(B) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,276,485
Expenses. Total of all expenses incurred	2010-12-31	$193,120
Benefits paid (including direct rollovers)	2010-12-31	$193,120
Total plan assets at end of year	2010-12-31	$8,010,100
Total plan assets at beginning of year	2010-12-31	$6,926,735
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$230,550
Contributions received from other sources (not participants or employers)	2010-12-31	$145
Other income received	2010-12-31	$759,206
Net income (gross income less expenses)	2010-12-31	$1,083,365
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$8,010,100
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,926,735
Total contributions received or receivable from employer(s)	2010-12-31	$286,584

Form 5500 Responses for THE COMMUNITY SCHOOL 403(B) PLAN

2022: THE COMMUNITY SCHOOL 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE COMMUNITY SCHOOL 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE COMMUNITY SCHOOL 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE COMMUNITY SCHOOL 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE COMMUNITY SCHOOL 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE COMMUNITY SCHOOL 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE COMMUNITY SCHOOL 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2009: THE COMMUNITY SCHOOL 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

365216

Policy instance

Insurance contract or identification number	365216
Number of Individuals Covered	170
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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

365216

Policy instance

Insurance contract or identification number	365216
Number of Individuals Covered	173
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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

365216

Policy instance

Insurance contract or identification number	365216
Number of Individuals Covered	174
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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

365216

Policy instance

Insurance contract or identification number	365216
Number of Individuals Covered	179
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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

365216

Policy instance

Insurance contract or identification number	365216
Number of Individuals Covered	180
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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

365216

Policy instance

Insurance contract or identification number	365216
Number of Individuals Covered	170
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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

365216

Policy instance

Insurance contract or identification number	365216
Number of Individuals Covered	160
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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

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Company Name:	SUN VALLEY COMMUNITY SCHOOL, INC.
Employer identification number (EIN):	820307094
NAIC Classification:	611000