Logo

EMPLOYEE BENEFIT PLAN OF MONTESSORI SCHOOL AT LONE TREE 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF MONTESSORI SCHOOL AT LONE TREE
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF MONTESSORI SCHOOL AT LONE TREE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MONTESSORI SCHOOL AT LONE TREE has sponsored the creation of one or more 401k plans.

Company Name:MONTESSORI SCHOOL AT LONE TREE
Employer identification number (EIN):841245215
NAIC Classification:624410
NAIC Description:Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF MONTESSORI SCHOOL AT LONE TREE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRIAN WILKERSON2024-10-14
0012022-01-01MELISSA GRAHAM2023-04-25
0012021-01-01MELISSA GRAHAM2022-07-07
0012020-01-01MELISSA GRAHAM2021-03-19
0012019-01-01MELISSA GRAHAM2020-05-12
0012018-01-01MELISSA GRAHAM2019-09-24
0012017-01-01MELISSA GRAHAM2019-09-24
0012016-01-01SUSAN J SHAPIRO2017-04-07 SUSAN J SHAPIRO2017-04-07
0012015-01-01SUSAN J SHAPIRO2016-07-20 SUSAN J SHAPIRO2016-07-20
0012014-01-01SUSAN J SHAPIRO2015-07-17 SUSAN J SHAPIRO2015-07-17
0012013-01-01SUSAN J SHAPIRO2014-09-04 SUSAN J SHAPIRO2014-09-04
0012012-01-01SUSAN J SHAPIRO2013-07-10 SUSAN J SHAPIRO2013-07-10
0012011-01-01SUSAN J SHAPIRO2012-06-20 SUSAN J SHAPIRO2012-06-20
0012010-01-01SUSAN J SHAPIRO2011-07-28

Financial Data on EMPLOYEE BENEFIT PLAN OF MONTESSORI SCHOOL AT LONE TREE

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF MONTESSORI SCHOOL AT LONE TREE 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-300
Total expenses incurred by plan in this plan year2025-09-302906
Net assets as of the end of the plan year2025-09-30245127
Total assets as of the beginning of the plan year2025-09-30205615
Participant contributions to plan in this plan year2025-09-3015749
Other income to plan in this plan year2025-09-3018840
Plan net income in this plan year2025-09-3039512
Net assets as of the end of the plan year2025-09-30245127
Net assets as of the beginning of the plan year2025-09-30205615
Employer contributions to plan in this plan year2025-09-307829
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-302906
2024 : EMPLOYEE BENEFIT PLAN OF MONTESSORI SCHOOL AT LONE TREE 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-15107583
Net assets as of the end of the plan year2024-10-15205615
Total assets as of the beginning of the plan year2024-10-15234144
Value of plan covered by a fidelity bond2024-10-1524000
Participant contributions to plan in this plan year2024-10-1527172
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-1538750
Plan net income in this plan year2024-10-15-28529
Net assets as of the end of the plan year2024-10-15205615
Net assets as of the beginning of the plan year2024-10-15234144
Employer contributions to plan in this plan year2024-10-1513132
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-154191

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1