401k Plan data: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST plan

THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST
Plan identification number	001

THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

THE MONTESSORI SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: THE MONTESSORI SCHOOL

Employer identification number (EIN): 841640780

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-06-01 MELLANEE WALLS 2023-12-18
001 2021-06-01 MELLANEE WALLS 2023-03-15
001 2020-06-01 MELLANEE WALLS 2021-12-14
001 2019-06-01 MELLANEE WALLS 2021-03-14 MELLANEE WALLS 2021-03-14
001 2018-06-01
001 2017-06-01 PEG EVERTS PEG EVERTS 2018-08-27
001 2016-06-01 PEG EVERTS PEG EVERTS 2017-08-16
001 2015-06-01 ROBERTA B. SPINK ROBERTA SPINK 2018-04-11
001 2014-06-01 ROBERTA B. SPINK ROBERTA SPINK 2016-07-06
001 2013-06-01 ROBERTA SPINK ROBERTA SPINK 2014-12-03
001 2012-06-01 ROBERTA SPINK ROBERTA SPINK 2013-09-16
001 2011-06-01 ROBERTA B. SPINK ROBERTA B. SPINK 2012-09-26
001 2010-06-01 ROBERTA SPINK ROBERTA SPINK 2011-09-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-06-01			MELLANEE WALLS	2023-12-18
001	2021-06-01			MELLANEE WALLS	2023-03-15
001	2020-06-01			MELLANEE WALLS	2021-12-14
001	2019-06-01	MELLANEE WALLS	2021-03-14	MELLANEE WALLS	2021-03-14
001	2018-06-01
001	2017-06-01	PEG EVERTS		PEG EVERTS	2018-08-27
001	2016-06-01	PEG EVERTS		PEG EVERTS	2017-08-16
001	2015-06-01	ROBERTA B. SPINK		ROBERTA SPINK	2018-04-11
001	2014-06-01	ROBERTA B. SPINK		ROBERTA SPINK	2016-07-06
001	2013-06-01	ROBERTA SPINK		ROBERTA SPINK	2014-12-03
001	2012-06-01	ROBERTA SPINK		ROBERTA SPINK	2013-09-16
001	2011-06-01	ROBERTA B. SPINK		ROBERTA B. SPINK	2012-09-26
001	2010-06-01	ROBERTA SPINK		ROBERTA SPINK	2011-09-28

Plan Statistics for THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST

Measure Date Value
2022: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-06-01 57
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 28
Number of retired or separated participants receiving benefits 2022-06-01 0
Number of other retired or separated participants entitled to future benefits 2022-06-01 32
Total of all active and inactive participants 2022-06-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-06-01 0
Total participants 2022-06-01 60
Number of participants with account balances 2022-06-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-06-01 0
2021: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-06-01 51
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 27
Number of retired or separated participants receiving benefits 2021-06-01 0
Number of other retired or separated participants entitled to future benefits 2021-06-01 29
Total of all active and inactive participants 2021-06-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-06-01 0
Total participants 2021-06-01 56
Number of participants with account balances 2021-06-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-06-01 0
2020: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-06-01 50
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 25
Number of retired or separated participants receiving benefits 2020-06-01 1
Number of other retired or separated participants entitled to future benefits 2020-06-01 26
Total of all active and inactive participants 2020-06-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 0
Total participants 2020-06-01 52
Number of participants with account balances 2020-06-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 0
2019: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-06-01 50
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 33
Number of retired or separated participants receiving benefits 2019-06-01 7
Number of other retired or separated participants entitled to future benefits 2019-06-01 10
Total of all active and inactive participants 2019-06-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 0
Total participants 2019-06-01 50
Number of participants with account balances 2019-06-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 1
2018: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-06-01 50
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 39
Number of retired or separated participants receiving benefits 2018-06-01 4
Number of other retired or separated participants entitled to future benefits 2018-06-01 9
Total of all active and inactive participants 2018-06-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 0
Total participants 2018-06-01 52
Number of participants with account balances 2018-06-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 0
2017: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-06-01 49
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 33
Number of retired or separated participants receiving benefits 2017-06-01 7
Number of other retired or separated participants entitled to future benefits 2017-06-01 10
Total of all active and inactive participants 2017-06-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 0
Total participants 2017-06-01 50
Number of participants with account balances 2017-06-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 1
2016: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-06-01 43
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 35
Number of retired or separated participants receiving benefits 2016-06-01 8
Number of other retired or separated participants entitled to future benefits 2016-06-01 7
Total of all active and inactive participants 2016-06-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 0
Total participants 2016-06-01 50
Number of participants with account balances 2016-06-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 2
2015: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-06-01 38
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 32
Number of retired or separated participants receiving benefits 2015-06-01 4
Number of other retired or separated participants entitled to future benefits 2015-06-01 5
Total of all active and inactive participants 2015-06-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 0
Total participants 2015-06-01 41
Number of participants with account balances 2015-06-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 1
2014: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-06-01 36
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 28
Number of retired or separated participants receiving benefits 2014-06-01 5
Number of other retired or separated participants entitled to future benefits 2014-06-01 5
Total of all active and inactive participants 2014-06-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 0
Total participants 2014-06-01 38
Number of participants with account balances 2014-06-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 1
2013: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-06-01 39
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 28
Number of retired or separated participants receiving benefits 2013-06-01 0
Number of other retired or separated participants entitled to future benefits 2013-06-01 8
Total of all active and inactive participants 2013-06-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 36
Number of participants with account balances 2013-06-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 0
2012: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-06-01 39
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 30
Number of retired or separated participants receiving benefits 2012-06-01 3
Number of other retired or separated participants entitled to future benefits 2012-06-01 6
Total of all active and inactive participants 2012-06-01 39
Total participants 2012-06-01 39
Number of participants with account balances 2012-06-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 1
2011: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-06-01 34
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 32
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 7
Total of all active and inactive participants 2011-06-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 39
Number of participants with account balances 2011-06-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 4
2010: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-06-01 33
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 30
Number of retired or separated participants receiving benefits 2010-06-01 0
Number of other retired or separated participants entitled to future benefits 2010-06-01 3
Total of all active and inactive participants 2010-06-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 0
Total participants 2010-06-01 33
Number of participants with account balances 2010-06-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 1

Measure	Date	Value
2022: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-06-01	57
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	28
Number of retired or separated participants receiving benefits	2022-06-01	0
Number of other retired or separated participants entitled to future benefits	2022-06-01	32
Total of all active and inactive participants	2022-06-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-06-01	0
Total participants	2022-06-01	60
Number of participants with account balances	2022-06-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-06-01	0
2021: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-06-01	51
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	27
Number of retired or separated participants receiving benefits	2021-06-01	0
Number of other retired or separated participants entitled to future benefits	2021-06-01	29
Total of all active and inactive participants	2021-06-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-06-01	0
Total participants	2021-06-01	56
Number of participants with account balances	2021-06-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-06-01	0
2020: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-06-01	50
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	25
Number of retired or separated participants receiving benefits	2020-06-01	1
Number of other retired or separated participants entitled to future benefits	2020-06-01	26
Total of all active and inactive participants	2020-06-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	0
Total participants	2020-06-01	52
Number of participants with account balances	2020-06-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	0
2019: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-06-01	50
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	33
Number of retired or separated participants receiving benefits	2019-06-01	7
Number of other retired or separated participants entitled to future benefits	2019-06-01	10
Total of all active and inactive participants	2019-06-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	0
Total participants	2019-06-01	50
Number of participants with account balances	2019-06-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	1
2018: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-06-01	50
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	39
Number of retired or separated participants receiving benefits	2018-06-01	4
Number of other retired or separated participants entitled to future benefits	2018-06-01	9
Total of all active and inactive participants	2018-06-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	0
Total participants	2018-06-01	52
Number of participants with account balances	2018-06-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	0
2017: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-06-01	49
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	33
Number of retired or separated participants receiving benefits	2017-06-01	7
Number of other retired or separated participants entitled to future benefits	2017-06-01	10
Total of all active and inactive participants	2017-06-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	0
Total participants	2017-06-01	50
Number of participants with account balances	2017-06-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	1
2016: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-06-01	43
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	35
Number of retired or separated participants receiving benefits	2016-06-01	8
Number of other retired or separated participants entitled to future benefits	2016-06-01	7
Total of all active and inactive participants	2016-06-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	0
Total participants	2016-06-01	50
Number of participants with account balances	2016-06-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	2
2015: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-06-01	38
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	32
Number of retired or separated participants receiving benefits	2015-06-01	4
Number of other retired or separated participants entitled to future benefits	2015-06-01	5
Total of all active and inactive participants	2015-06-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	0
Total participants	2015-06-01	41
Number of participants with account balances	2015-06-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	1
2014: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-06-01	36
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	28
Number of retired or separated participants receiving benefits	2014-06-01	5
Number of other retired or separated participants entitled to future benefits	2014-06-01	5
Total of all active and inactive participants	2014-06-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	0
Total participants	2014-06-01	38
Number of participants with account balances	2014-06-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	1
2013: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-06-01	39
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	28
Number of retired or separated participants receiving benefits	2013-06-01	0
Number of other retired or separated participants entitled to future benefits	2013-06-01	8
Total of all active and inactive participants	2013-06-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	36
Number of participants with account balances	2013-06-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	0
2012: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-06-01	39
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	30
Number of retired or separated participants receiving benefits	2012-06-01	3
Number of other retired or separated participants entitled to future benefits	2012-06-01	6
Total of all active and inactive participants	2012-06-01	39
Total participants	2012-06-01	39
Number of participants with account balances	2012-06-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	1
2011: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-06-01	34
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	32
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	7
Total of all active and inactive participants	2011-06-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	39
Number of participants with account balances	2011-06-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	4
2010: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-06-01	33
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	30
Number of retired or separated participants receiving benefits	2010-06-01	0
Number of other retired or separated participants entitled to future benefits	2010-06-01	3
Total of all active and inactive participants	2010-06-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	0
Total participants	2010-06-01	33
Number of participants with account balances	2010-06-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	1

Financial Data on THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST

Measure	Date	Value
2023 : THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-05-31	$106,544
Expenses. Total of all expenses incurred	2023-05-31	$5,288
Benefits paid (including direct rollovers)	2023-05-31	$5,288
Total plan assets at end of year	2023-05-31	$708,515
Total plan assets at beginning of year	2023-05-31	$607,259
Total contributions received or receivable from participants	2023-05-31	$103,767
Other income received	2023-05-31	$2,777
Net income (gross income less expenses)	2023-05-31	$101,256
Net plan assets at end of year (total assets less liabilities)	2023-05-31	$708,515
Net plan assets at beginning of year (total assets less liabilities)	2023-05-31	$607,259
Assets. Value of participant loans	2023-05-31	$2,340
2022 : THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-05-31	$56,258
Total plan assets at end of year	2022-05-31	$603,910
Total plan assets at beginning of year	2022-05-31	$547,652
Total contributions received or receivable from participants	2022-05-31	$110,592
Other income received	2022-05-31	$-54,334
Net income (gross income less expenses)	2022-05-31	$56,258
Net plan assets at end of year (total assets less liabilities)	2022-05-31	$603,910
Net plan assets at beginning of year (total assets less liabilities)	2022-05-31	$547,652
2021 : THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-05-31	$204,290
Expenses. Total of all expenses incurred	2021-05-31	$2,484
Benefits paid (including direct rollovers)	2021-05-31	$2,484
Total plan assets at end of year	2021-05-31	$547,652
Total plan assets at beginning of year	2021-05-31	$345,846
Total contributions received or receivable from participants	2021-05-31	$52,973
Other income received	2021-05-31	$125,710
Net income (gross income less expenses)	2021-05-31	$201,806
Net plan assets at end of year (total assets less liabilities)	2021-05-31	$547,652
Net plan assets at beginning of year (total assets less liabilities)	2021-05-31	$345,846
Assets. Value of participant loans	2021-05-31	$4,204
Total contributions received or receivable from employer(s)	2021-05-31	$25,607
2020 : THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-05-31	$106,948
Expenses. Total of all expenses incurred	2020-05-31	$29
Benefits paid (including direct rollovers)	2020-05-31	$29
Total plan assets at end of year	2020-05-31	$345,846
Total plan assets at beginning of year	2020-05-31	$238,927
Total contributions received or receivable from participants	2020-05-31	$68,360
Other income received	2020-05-31	$2,948
Net income (gross income less expenses)	2020-05-31	$106,919
Net plan assets at end of year (total assets less liabilities)	2020-05-31	$345,846
Net plan assets at beginning of year (total assets less liabilities)	2020-05-31	$238,927
Total contributions received or receivable from employer(s)	2020-05-31	$35,640
2018 : THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-05-31	$49,051
Expenses. Total of all expenses incurred	2018-05-31	$61,182
Benefits paid (including direct rollovers)	2018-05-31	$59,749
Total plan assets at end of year	2018-05-31	$322,454
Total plan assets at beginning of year	2018-05-31	$334,585
Value of fidelity bond covering the plan	2018-05-31	$100,000
Total contributions received or receivable from participants	2018-05-31	$30,484
Other income received	2018-05-31	$18,567
Net income (gross income less expenses)	2018-05-31	$-12,131
Net plan assets at end of year (total assets less liabilities)	2018-05-31	$322,454
Net plan assets at beginning of year (total assets less liabilities)	2018-05-31	$334,585
Expenses. Administrative service providers (salaries,fees and commissions)	2018-05-31	$1,433
2017 : THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-05-31	$98,810
Expenses. Total of all expenses incurred	2017-05-31	$6,217
Benefits paid (including direct rollovers)	2017-05-31	$5,169
Total plan assets at end of year	2017-05-31	$334,585
Total plan assets at beginning of year	2017-05-31	$241,992
Value of fidelity bond covering the plan	2017-05-31	$100,000
Total contributions received or receivable from participants	2017-05-31	$59,552
Other income received	2017-05-31	$32,258
Net income (gross income less expenses)	2017-05-31	$92,593
Net plan assets at end of year (total assets less liabilities)	2017-05-31	$334,585
Net plan assets at beginning of year (total assets less liabilities)	2017-05-31	$241,992
Total contributions received or receivable from employer(s)	2017-05-31	$7,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-05-31	$1,048
2016 : THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-05-31	$51,904
Expenses. Total of all expenses incurred	2016-05-31	$6,364
Benefits paid (including direct rollovers)	2016-05-31	$5,402
Total plan assets at end of year	2016-05-31	$241,992
Total plan assets at beginning of year	2016-05-31	$196,452
Value of fidelity bond covering the plan	2016-05-31	$100,000
Total contributions received or receivable from participants	2016-05-31	$57,224
Other income received	2016-05-31	$-13,390
Net income (gross income less expenses)	2016-05-31	$45,540
Net plan assets at end of year (total assets less liabilities)	2016-05-31	$241,992
Net plan assets at beginning of year (total assets less liabilities)	2016-05-31	$196,452
Total contributions received or receivable from employer(s)	2016-05-31	$8,070
Expenses. Administrative service providers (salaries,fees and commissions)	2016-05-31	$962
2015 : THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-05-31	$56,517
Expenses. Total of all expenses incurred	2015-05-31	$15,330
Benefits paid (including direct rollovers)	2015-05-31	$14,213
Total plan assets at end of year	2015-05-31	$196,452
Total plan assets at beginning of year	2015-05-31	$155,265
Value of fidelity bond covering the plan	2015-05-31	$100,000
Total contributions received or receivable from participants	2015-05-31	$44,749
Other income received	2015-05-31	$6,268
Net income (gross income less expenses)	2015-05-31	$41,187
Net plan assets at end of year (total assets less liabilities)	2015-05-31	$196,452
Net plan assets at beginning of year (total assets less liabilities)	2015-05-31	$155,265
Total contributions received or receivable from employer(s)	2015-05-31	$5,500
Expenses. Administrative service providers (salaries,fees and commissions)	2015-05-31	$1,117
2014 : THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-05-31	$61,930
Expenses. Total of all expenses incurred	2014-05-31	$25,158
Benefits paid (including direct rollovers)	2014-05-31	$23,579
Total plan assets at end of year	2014-05-31	$155,265
Total plan assets at beginning of year	2014-05-31	$118,493
Value of fidelity bond covering the plan	2014-05-31	$100,000
Total contributions received or receivable from participants	2014-05-31	$43,585
Other income received	2014-05-31	$13,655
Net income (gross income less expenses)	2014-05-31	$36,772
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$155,265
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$118,493
Total contributions received or receivable from employer(s)	2014-05-31	$4,690
Expenses. Administrative service providers (salaries,fees and commissions)	2014-05-31	$1,579
2013 : THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-05-31	$48,228
Expenses. Total of all expenses incurred	2013-05-31	$4,175
Benefits paid (including direct rollovers)	2013-05-31	$2,614
Total plan assets at end of year	2013-05-31	$118,493
Total plan assets at beginning of year	2013-05-31	$74,440
Value of fidelity bond covering the plan	2013-05-31	$100,000
Total contributions received or receivable from participants	2013-05-31	$28,963
Other income received	2013-05-31	$14,205
Net income (gross income less expenses)	2013-05-31	$44,053
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$118,493
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$74,440
Total contributions received or receivable from employer(s)	2013-05-31	$5,060
Value of certain deemed distributions of participant loans	2013-05-31	$1,561
2012 : THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-05-31	$30,139
Expenses. Total of all expenses incurred	2012-05-31	$3,276
Benefits paid (including direct rollovers)	2012-05-31	$2,087
Total plan assets at end of year	2012-05-31	$74,440
Total plan assets at beginning of year	2012-05-31	$47,577
Total contributions received or receivable from participants	2012-05-31	$29,613
Other income received	2012-05-31	$-5,094
Net income (gross income less expenses)	2012-05-31	$26,863
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$74,440
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$47,577
Total contributions received or receivable from employer(s)	2012-05-31	$5,620
Expenses. Administrative service providers (salaries,fees and commissions)	2012-05-31	$1,189
2011 : THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-05-31	$32,644
Expenses. Total of all expenses incurred	2011-05-31	$1,177
Benefits paid (including direct rollovers)	2011-05-31	$229
Total plan assets at end of year	2011-05-31	$47,577
Total plan assets at beginning of year	2011-05-31	$16,110
Total contributions received or receivable from participants	2011-05-31	$22,034
Contributions received from other sources (not participants or employers)	2011-05-31	$0
Other income received	2011-05-31	$5,451
Net income (gross income less expenses)	2011-05-31	$31,467
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$47,577
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$16,110
Total contributions received or receivable from employer(s)	2011-05-31	$5,159
Expenses. Administrative service providers (salaries,fees and commissions)	2011-05-31	$948

Form 5500 Responses for THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST

2022: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-06-01	Type of plan entity	Single employer plan
2022-06-01	Plan funding arrangement – Insurance	Yes
2022-06-01	Plan benefit arrangement – Insurance	Yes
2021: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-06-01	Type of plan entity	Single employer plan
2021-06-01	Plan funding arrangement – Insurance	Yes
2021-06-01	Plan benefit arrangement – Insurance	Yes
2020: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-06-01	Type of plan entity	Single employer plan
2020-06-01	Plan funding arrangement – Insurance	Yes
2020-06-01	Plan benefit arrangement – Insurance	Yes
2019: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	Plan funding arrangement – Insurance	Yes
2019-06-01	Plan benefit arrangement – Insurance	Yes
2018: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-06-01	Type of plan entity	Single employer plan
2018-06-01	Submission has been amended	No
2018-06-01	This submission is the final filing	No
2018-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-06-01	Plan is a collectively bargained plan	No
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Submission has been amended	No
2017-06-01	This submission is the final filing	No
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-06-01	Plan is a collectively bargained plan	No
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Submission has been amended	No
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	No
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: THE MONTESSORI SCHOOL RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Submission has been amended	No
2010-06-01	This submission is the final filing	No
2010-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-06-01	Plan is a collectively bargained plan	No
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

72406

Policy instance

Insurance contract or identification number	72406
Number of Individuals Covered	60
Insurance policy start date	2022-06-01
Insurance policy end date	2023-05-31
Total amount of commissions paid to insurance broker	USD $1,940
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,885
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

72406

Policy instance

Insurance contract or identification number	72406
Number of Individuals Covered	51
Insurance policy start date	2021-06-01
Insurance policy end date	2022-05-31
Total amount of commissions paid to insurance broker	USD $2,312
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,154
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

72406

Policy instance

Insurance contract or identification number	72406
Number of Individuals Covered	51
Insurance policy start date	2020-06-01
Insurance policy end date	2021-05-31
Total amount of commissions paid to insurance broker	USD $1,068
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $998
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

72406

Policy instance

Insurance contract or identification number	72406
Number of Individuals Covered	50
Insurance policy start date	2019-06-01
Insurance policy end date	2020-05-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	THE MONTESSORI SCHOOL
Employer identification number (EIN):	841640780
NAIC Classification:	611000