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ARIZONA CHARTER SCHOOLS ASSOCIATION 403B PLAN 401k Plan overview

Plan NameARIZONA CHARTER SCHOOLS ASSOCIATION 403B PLAN
Plan identification number 001

ARIZONA CHARTER SCHOOLS ASSOCIATION 403B PLAN 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

ARIZONA CHARTER SCHOOLS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:ARIZONA CHARTER SCHOOLS ASSOCIATION
Employer identification number (EIN):860791960
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARIZONA CHARTER SCHOOLS ASSOCIATION 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01EILEEN SIGMUND2015-04-06
0012013-01-01EILEEN SIGMUND2014-03-27
0012012-01-01EILEEN SIGMUND2013-04-25
0012011-01-01EILEEN SIGMUND2012-04-03
0012009-01-01EILEEN SIGMUND
0012009-01-01EILEEN SIGMUND

Plan Statistics for ARIZONA CHARTER SCHOOLS ASSOCIATION 403B PLAN

401k plan membership statisitcs for ARIZONA CHARTER SCHOOLS ASSOCIATION 403B PLAN

Measure Date Value
2025: ARIZONA CHARTER SCHOOLS ASSOCIATION 403B PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-127
Total number of particpants at end of year2025-05-126
Number of Participants With Account Balances2025-05-123
2024: ARIZONA CHARTER SCHOOLS ASSOCIATION 403B PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-168
Total number of particpants at end of year2024-07-167
Number of Participants With Account Balances2024-07-164
2022: ARIZONA CHARTER SCHOOLS ASSOCIATION 403B PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-2612
Total number of particpants at end of year2022-05-2610
Number of Participants With Account Balances2022-05-268
2009: ARIZONA CHARTER SCHOOLS ASSOCIATION 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ARIZONA CHARTER SCHOOLS ASSOCIATION 403B PLAN

Measure Date Value
2025 : ARIZONA CHARTER SCHOOLS ASSOCIATION 403B PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-120
Total liabilities as of the end of the plan year2025-05-120
Total liabilities as of the beginning of the plan year2025-05-120
Total expenses incurred by plan in this plan year2025-05-1269787
Net assets as of the end of the plan year2025-05-12127614
Total assets as of the beginning of the plan year2025-05-12170419
Value of plan covered by a fidelity bond2025-05-12100000
Participant contributions to plan in this plan year2025-05-1213392
Other expenses paid from plan in this plan year2025-05-120
Other contributions to plan in this plan year2025-05-120
Other income to plan in this plan year2025-05-1213590
Plan net income in this plan year2025-05-12-42805
Net assets as of the end of the plan year2025-05-12127614
Net assets as of the beginning of the plan year2025-05-12170419
Employer contributions to plan in this plan year2025-05-120
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-12190
2024 : ARIZONA CHARTER SCHOOLS ASSOCIATION 403B PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-160
Total liabilities as of the end of the plan year2024-07-160
Total liabilities as of the beginning of the plan year2024-07-16715
Total expenses incurred by plan in this plan year2024-07-1678185
Net assets as of the end of the plan year2024-07-16170419
Total assets as of the beginning of the plan year2024-07-16197140
Value of plan covered by a fidelity bond2024-07-16100000
Participant contributions to plan in this plan year2024-07-1623309
Other expenses paid from plan in this plan year2024-07-160
Other contributions to plan in this plan year2024-07-160
Other income to plan in this plan year2024-07-1628870
Plan net income in this plan year2024-07-16-26006
Net assets as of the end of the plan year2024-07-16170419
Net assets as of the beginning of the plan year2024-07-16196425
Employer contributions to plan in this plan year2024-07-160
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-16360
2022 : ARIZONA CHARTER SCHOOLS ASSOCIATION 403B PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-260
Total liabilities as of the end of the plan year2022-05-264
Total liabilities as of the beginning of the plan year2022-05-260
Total expenses incurred by plan in this plan year2022-05-2635305
Net assets as of the end of the plan year2022-05-26457193
Total assets as of the beginning of the plan year2022-05-26402773
Value of plan covered by a fidelity bond2022-05-26100000
Participant contributions to plan in this plan year2022-05-2628566
Other expenses paid from plan in this plan year2022-05-260
Other contributions to plan in this plan year2022-05-260
Other income to plan in this plan year2022-05-2661155
Plan net income in this plan year2022-05-2654416
Net assets as of the end of the plan year2022-05-26457189
Net assets as of the beginning of the plan year2022-05-26402773
Employer contributions to plan in this plan year2022-05-260
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-26465
2010 : ARIZONA CHARTER SCHOOLS ASSOCIATION 403B PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$27,675
Expenses. Total of all expenses incurred2010-12-31$318
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$75,141
Total plan assets at beginning of year2010-12-31$47,784
Value of fidelity bond covering the plan2010-12-31$10,000
Total contributions received or receivable from participants2010-12-31$22,138
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$5,537
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$27,357
Net plan assets at end of year (total assets less liabilities)2010-12-31$75,141
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$47,784
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$318

Form 5500 Responses for ARIZONA CHARTER SCHOOLS ASSOCIATION 403B PLAN

2009: ARIZONA CHARTER SCHOOLS ASSOCIATION 403B PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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