401k Plan data: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN plan

ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ST. ANNE'S EPISCOPAL SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name: ST. ANNE'S EPISCOPAL SCHOOL, INC.

Employer identification number (EIN): 846049400

NAIC Classification: 611000

Additional information about ST. ANNE'S EPISCOPAL SCHOOL, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1967-04-10

Company Identification Number: 19871192661

Legal Registered Office Address: 2701 S York St

Denver
United States of America (USA)
80210

More information about ST. ANNE'S EPISCOPAL SCHOOL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 JUDY PERSING
001 2016-07-01 JUDY PERSING
001 2015-07-01 JUDY PERSING
001 2014-07-01 JUDY PERSING
001 2013-07-01 JUDY PERSING
001 2012-07-01 JUDY PERSING
001 2011-07-01 JUDY PERSING
001 2009-07-01 JUDY PERSING

Plan Statistics for ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 106
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 97
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 40
Total of all active and inactive participants 2022-07-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 137
Number of participants with account balances 2022-07-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 98
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 76
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 30
Total of all active and inactive participants 2021-07-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 106
Number of participants with account balances 2021-07-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 98
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 78
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 20
Total of all active and inactive participants 2020-07-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 98
Number of participants with account balances 2020-07-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 95
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 77
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 21
Total of all active and inactive participants 2019-07-01 98
Total participants 2019-07-01 98
Number of participants with account balances 2019-07-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 87
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 87
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 8
Total of all active and inactive participants 2018-07-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 95
Number of participants with account balances 2018-07-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 85
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 80
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 7
Total of all active and inactive participants 2017-07-01 87
Total participants 2017-07-01 87
Number of participants with account balances 2017-07-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 77
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 80
Number of other retired or separated participants entitled to future benefits 2016-07-01 5
Total of all active and inactive participants 2016-07-01 85
Total participants 2016-07-01 85
Number of participants with account balances 2016-07-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 89
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 72
Number of other retired or separated participants entitled to future benefits 2015-07-01 9
Total of all active and inactive participants 2015-07-01 81
Total participants 2015-07-01 81
Number of participants with account balances 2015-07-01 77
2014: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 83
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 86
Number of other retired or separated participants entitled to future benefits 2014-07-01 3
Total of all active and inactive participants 2014-07-01 89
Total participants 2014-07-01 89
Number of participants with account balances 2014-07-01 78
2013: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 66
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 80
Number of other retired or separated participants entitled to future benefits 2013-07-01 3
Total of all active and inactive participants 2013-07-01 83
Total participants 2013-07-01 83
Number of participants with account balances 2013-07-01 74
2012: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 66
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 59
Number of other retired or separated participants entitled to future benefits 2012-07-01 7
Total of all active and inactive participants 2012-07-01 66
Total participants 2012-07-01 66
Number of participants with account balances 2012-07-01 64
2011: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 76
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 64
Number of other retired or separated participants entitled to future benefits 2011-07-01 5
Total of all active and inactive participants 2011-07-01 69
Total participants 2011-07-01 69
Number of participants with account balances 2011-07-01 66
2009: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 75
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 70
Number of other retired or separated participants entitled to future benefits 2009-07-01 9
Total of all active and inactive participants 2009-07-01 79
Total participants 2009-07-01 79
Number of participants with account balances 2009-07-01 76

Measure	Date	Value
2022: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	106
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	97
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	40
Total of all active and inactive participants	2022-07-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	137
Number of participants with account balances	2022-07-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	98
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	76
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	30
Total of all active and inactive participants	2021-07-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	106
Number of participants with account balances	2021-07-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	98
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	78
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	20
Total of all active and inactive participants	2020-07-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	98
Number of participants with account balances	2020-07-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	95
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	77
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	21
Total of all active and inactive participants	2019-07-01	98
Total participants	2019-07-01	98
Number of participants with account balances	2019-07-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	87
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	87
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	8
Total of all active and inactive participants	2018-07-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	95
Number of participants with account balances	2018-07-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	85
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	80
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	7
Total of all active and inactive participants	2017-07-01	87
Total participants	2017-07-01	87
Number of participants with account balances	2017-07-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	77
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	80
Number of other retired or separated participants entitled to future benefits	2016-07-01	5
Total of all active and inactive participants	2016-07-01	85
Total participants	2016-07-01	85
Number of participants with account balances	2016-07-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	89
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	72
Number of other retired or separated participants entitled to future benefits	2015-07-01	9
Total of all active and inactive participants	2015-07-01	81
Total participants	2015-07-01	81
Number of participants with account balances	2015-07-01	77
2014: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	83
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	86
Number of other retired or separated participants entitled to future benefits	2014-07-01	3
Total of all active and inactive participants	2014-07-01	89
Total participants	2014-07-01	89
Number of participants with account balances	2014-07-01	78
2013: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	66
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	80
Number of other retired or separated participants entitled to future benefits	2013-07-01	3
Total of all active and inactive participants	2013-07-01	83
Total participants	2013-07-01	83
Number of participants with account balances	2013-07-01	74
2012: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	66
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	59
Number of other retired or separated participants entitled to future benefits	2012-07-01	7
Total of all active and inactive participants	2012-07-01	66
Total participants	2012-07-01	66
Number of participants with account balances	2012-07-01	64
2011: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	76
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	64
Number of other retired or separated participants entitled to future benefits	2011-07-01	5
Total of all active and inactive participants	2011-07-01	69
Total participants	2011-07-01	69
Number of participants with account balances	2011-07-01	66
2009: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	75
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	70
Number of other retired or separated participants entitled to future benefits	2009-07-01	9
Total of all active and inactive participants	2009-07-01	79
Total participants	2009-07-01	79
Number of participants with account balances	2009-07-01	76

Financial Data on ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2023 : ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-06-30	$2,818,712
Expenses. Total of all expenses incurred	2023-06-30	$3,006,831
Benefits paid (including direct rollovers)	2023-06-30	$2,955,299
Total plan assets at end of year	2023-06-30	$20,372,037
Total plan assets at beginning of year	2023-06-30	$20,560,156
Value of fidelity bond covering the plan	2023-06-30	$500,000
Total contributions received or receivable from participants	2023-06-30	$485,428
Contributions received from other sources (not participants or employers)	2023-06-30	$12,929
Other income received	2023-06-30	$1,819,863
Net income (gross income less expenses)	2023-06-30	$-188,119
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$20,372,037
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$20,560,156
Assets. Value of participant loans	2023-06-30	$33,249
Total contributions received or receivable from employer(s)	2023-06-30	$500,492
Expenses. Administrative service providers (salaries,fees and commissions)	2023-06-30	$51,532
2022 : ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-06-30	$-1,040,069
Expenses. Total of all expenses incurred	2022-06-30	$2,302,292
Benefits paid (including direct rollovers)	2022-06-30	$2,249,635
Total plan assets at end of year	2022-06-30	$20,560,156
Total plan assets at beginning of year	2022-06-30	$23,902,517
Value of fidelity bond covering the plan	2022-06-30	$500,000
Total contributions received or receivable from participants	2022-06-30	$547,380
Contributions received from other sources (not participants or employers)	2022-06-30	$188,210
Other income received	2022-06-30	$-2,259,008
Net income (gross income less expenses)	2022-06-30	$-3,342,361
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$20,560,156
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$23,902,517
Assets. Value of participant loans	2022-06-30	$56,455
Total contributions received or receivable from employer(s)	2022-06-30	$483,349
Expenses. Administrative service providers (salaries,fees and commissions)	2022-06-30	$52,657
2021 : ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-06-30	$5,573,840
Expenses. Total of all expenses incurred	2021-06-30	$484,258
Benefits paid (including direct rollovers)	2021-06-30	$425,869
Total plan assets at end of year	2021-06-30	$23,902,517
Total plan assets at beginning of year	2021-06-30	$18,812,935
Value of fidelity bond covering the plan	2021-06-30	$500,000
Total contributions received or receivable from participants	2021-06-30	$552,025
Expenses. Other expenses not covered elsewhere	2021-06-30	$58,389
Contributions received from other sources (not participants or employers)	2021-06-30	$119,394
Other income received	2021-06-30	$4,397,408
Net income (gross income less expenses)	2021-06-30	$5,089,582
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$23,902,517
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$18,812,935
Assets. Value of participant loans	2021-06-30	$50,003
Total contributions received or receivable from employer(s)	2021-06-30	$505,013
2020 : ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-06-30	$1,425,263
Expenses. Total of all expenses incurred	2020-06-30	$1,044,127
Benefits paid (including direct rollovers)	2020-06-30	$978,428
Total plan assets at end of year	2020-06-30	$18,812,935
Total plan assets at beginning of year	2020-06-30	$18,431,799
Value of fidelity bond covering the plan	2020-06-30	$500,000
Total contributions received or receivable from participants	2020-06-30	$510,511
Expenses. Other expenses not covered elsewhere	2020-06-30	$15,352
Contributions received from other sources (not participants or employers)	2020-06-30	$10,205
Other income received	2020-06-30	$422,658
Net income (gross income less expenses)	2020-06-30	$381,136
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$18,812,935
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$18,431,799
Assets. Value of participant loans	2020-06-30	$37,598
Total contributions received or receivable from employer(s)	2020-06-30	$481,889
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$50,347
2019 : ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-06-30	$0
Total plan liabilities at beginning of year	2019-06-30	$0
Total income from all sources	2019-06-30	$2,060,911
Expenses. Total of all expenses incurred	2019-06-30	$602,354
Benefits paid (including direct rollovers)	2019-06-30	$556,602
Total plan assets at end of year	2019-06-30	$18,431,799
Total plan assets at beginning of year	2019-06-30	$16,973,242
Value of fidelity bond covering the plan	2019-06-30	$500,000
Total contributions received or receivable from participants	2019-06-30	$494,453
Expenses. Other expenses not covered elsewhere	2019-06-30	$45,752
Contributions received from other sources (not participants or employers)	2019-06-30	$13,203
Other income received	2019-06-30	$1,046,774
Net income (gross income less expenses)	2019-06-30	$1,458,557
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$18,431,799
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$16,973,242
Total contributions received or receivable from employer(s)	2019-06-30	$506,481
2018 : ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan	2018-06-30	$0
Total income from all sources	2018-06-30	$5,463,362
Expenses. Total of all expenses incurred	2018-06-30	$1,081,565
Benefits paid (including direct rollovers)	2018-06-30	$1,045,933
Total plan assets at end of year	2018-06-30	$16,973,242
Total plan assets at beginning of year	2018-06-30	$12,591,445
Value of fidelity bond covering the plan	2018-06-30	$500,000
Total contributions received or receivable from participants	2018-06-30	$460,367
Expenses. Other expenses not covered elsewhere	2018-06-30	$35,632
Contributions received from other sources (not participants or employers)	2018-06-30	$3,376,965
Other income received	2018-06-30	$1,184,936
Net income (gross income less expenses)	2018-06-30	$4,381,797
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$16,973,242
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$12,591,445
Total contributions received or receivable from employer(s)	2018-06-30	$441,094
2017 : ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-06-30	$140,171
Total income from all sources	2017-06-30	$2,417,129
Expenses. Total of all expenses incurred	2017-06-30	$594,780
Benefits paid (including direct rollovers)	2017-06-30	$574,224
Total plan assets at end of year	2017-06-30	$12,591,445
Total plan assets at beginning of year	2017-06-30	$10,628,925
Value of fidelity bond covering the plan	2017-06-30	$500,000
Total contributions received or receivable from participants	2017-06-30	$431,123
Expenses. Other expenses not covered elsewhere	2017-06-30	$20,556
Contributions received from other sources (not participants or employers)	2017-06-30	$455,921
Other income received	2017-06-30	$1,138,835
Net income (gross income less expenses)	2017-06-30	$1,822,349
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$12,591,445
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$10,628,925
Total contributions received or receivable from employer(s)	2017-06-30	$391,250
2016 : ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-06-30	$7
Total income from all sources	2016-06-30	$637,730
Expenses. Total of all expenses incurred	2016-06-30	$613,520
Benefits paid (including direct rollovers)	2016-06-30	$594,960
Total plan assets at end of year	2016-06-30	$10,628,925
Total plan assets at beginning of year	2016-06-30	$10,604,708
Value of fidelity bond covering the plan	2016-06-30	$500,000
Total contributions received or receivable from participants	2016-06-30	$179,476
Expenses. Other expenses not covered elsewhere	2016-06-30	$18,560
Contributions received from other sources (not participants or employers)	2016-06-30	$2,148
Other income received	2016-06-30	$55,311
Net income (gross income less expenses)	2016-06-30	$24,210
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$10,628,925
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$10,604,708
Total contributions received or receivable from employer(s)	2016-06-30	$400,795
2015 : ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$893,504
Expenses. Total of all expenses incurred	2015-06-30	$64,301
Benefits paid (including direct rollovers)	2015-06-30	$47,926
Total plan assets at end of year	2015-06-30	$10,604,708
Total plan assets at beginning of year	2015-06-30	$9,775,505
Value of fidelity bond covering the plan	2015-06-30	$500,000
Total contributions received or receivable from participants	2015-06-30	$174,146
Expenses. Other expenses not covered elsewhere	2015-06-30	$16,375
Contributions received from other sources (not participants or employers)	2015-06-30	$10,076
Other income received	2015-06-30	$320,894
Net income (gross income less expenses)	2015-06-30	$829,203
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$10,604,708
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$9,775,505
Total contributions received or receivable from employer(s)	2015-06-30	$388,388
2014 : ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-06-30	$3,065
Total income from all sources	2014-06-30	$1,937,600
Expenses. Total of all expenses incurred	2014-06-30	$577,887
Benefits paid (including direct rollovers)	2014-06-30	$567,590
Total plan assets at end of year	2014-06-30	$9,775,505
Total plan assets at beginning of year	2014-06-30	$8,412,727
Value of fidelity bond covering the plan	2014-06-30	$500,000
Total contributions received or receivable from participants	2014-06-30	$183,593
Expenses. Other expenses not covered elsewhere	2014-06-30	$10,297
Contributions received from other sources (not participants or employers)	2014-06-30	$156,678
Other income received	2014-06-30	$1,185,775
Net income (gross income less expenses)	2014-06-30	$1,359,713
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$9,775,505
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$8,412,727
Total contributions received or receivable from employer(s)	2014-06-30	$411,554
2013 : ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$1,949,586
Expenses. Total of all expenses incurred	2013-06-30	$1,193,784
Benefits paid (including direct rollovers)	2013-06-30	$474,048
Total plan assets at end of year	2013-06-30	$8,412,727
Total plan assets at beginning of year	2013-06-30	$7,656,925
Value of fidelity bond covering the plan	2013-06-30	$500,000
Total contributions received or receivable from participants	2013-06-30	$153,925
Other income received	2013-06-30	$1,448,470
Net income (gross income less expenses)	2013-06-30	$755,802
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$8,412,727
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$7,656,925
Total contributions received or receivable from employer(s)	2013-06-30	$347,191
Value of certain deemed distributions of participant loans	2013-06-30	$719,736
2012 : ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$599,538
Expenses. Total of all expenses incurred	2012-06-30	$398,196
Benefits paid (including direct rollovers)	2012-06-30	$398,196
Total plan assets at end of year	2012-06-30	$7,656,925
Total plan assets at beginning of year	2012-06-30	$7,455,583
Value of fidelity bond covering the plan	2012-06-30	$500,000
Total contributions received or receivable from participants	2012-06-30	$146,679
Other income received	2012-06-30	$122,936
Net income (gross income less expenses)	2012-06-30	$201,342
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$7,656,925
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$7,455,583
Total contributions received or receivable from employer(s)	2012-06-30	$329,923
2011 : ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$562,647
Expenses. Total of all expenses incurred	2011-06-30	$333,901
Benefits paid (including direct rollovers)	2011-06-30	$333,901
Total plan assets at end of year	2011-06-30	$5,147,984
Total plan assets at beginning of year	2011-06-30	$4,919,238
Value of fidelity bond covering the plan	2011-06-30	$500,000
Total contributions received or receivable from participants	2011-06-30	$141,120
Other income received	2011-06-30	$107,383
Net income (gross income less expenses)	2011-06-30	$228,746
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$5,147,984
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$4,919,238
Total contributions received or receivable from employer(s)	2011-06-30	$314,144

Form 5500 Responses for ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

2022: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2021: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2017: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2009: ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

500316

Policy instance

Insurance contract or identification number	500316
Number of Individuals Covered	72
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
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

500316

Policy instance

Insurance contract or identification number	500316
Number of Individuals Covered	70
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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

500316

Policy instance

Insurance contract or identification number	500316
Number of Individuals Covered	71
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

500316

Policy instance

Insurance contract or identification number	500316
Number of Individuals Covered	70
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

500316

Policy instance

Insurance contract or identification number	500316
Number of Individuals Covered	71
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

500316

Policy instance

Insurance contract or identification number	500316
Number of Individuals Covered	72
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

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Company Name:	ST. ANNE'S EPISCOPAL SCHOOL, INC.
Employer identification number (EIN):	846049400
NAIC Classification:	611000

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1967-04-10
Company Identification Number:	19871192661
Legal Registered Office Address:	2701 S York St Denver United States of America (USA) 80210