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| Plan Name | RETIREMENT PLAN FOR STAFF OF BERTSCHI SCHOOL |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | BERTSCHI SCHOOL |
| Employer identification number (EIN): | 910975541 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-07-01 | MICHAEL GARDNER | 2024-11-11 | ||
| 001 | 2022-07-01 | MICHAEL GARDNER | 2023-10-31 | ||
| 001 | 2021-07-01 | MICHAEL GARDNER | 2022-12-20 | ||
| 001 | 2020-07-01 | MICHAEL GARDNER | 2021-09-20 | ||
| 001 | 2019-07-01 | MICHAEL GARDNER | 2020-11-17 | ||
| 001 | 2018-07-01 | MICHAEL GARDNER | 2019-12-16 | ||
| 001 | 2017-07-01 | MICHAEL GARDNER | 2018-12-21 | ||
| 001 | 2016-07-01 | MICHAEL GARDNER | 2018-03-19 | ||
| 001 | 2015-07-01 | RAFAEL DEL CASTILLO | 2017-01-28 | MIKE GARDNER | 2017-01-28 |
| 001 | 2014-07-01 | BRIGITTE BERTSCHI | 2016-06-07 | MIKE GARDNER | 2016-06-07 |
| 001 | 2013-07-01 | BRIGITTE BERTSCHI | 2015-02-02 | MIKE GARDNER | 2015-02-02 |
| 001 | 2012-07-01 | BRIGITTE BERTSCHI | 2014-01-31 | MIKE GARDNER | 2014-01-31 |
| 001 | 2011-07-01 | BRIGITTE BERTSCHI | 2013-01-31 | MIKE GARDNER | 2013-01-31 |
| 001 | 2010-07-01 | BRIGITTE BERTSCHI | 2012-01-31 | SCOTT VAN BATENBURG | 2012-01-31 |
| Measure | Date | Value |
|---|---|---|
| 2024 : RETIREMENT PLAN FOR STAFF OF BERTSCHI SCHOOL 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-11-11 | 340165 |
| Net assets as of the end of the plan year | 2024-11-11 | 10395118 |
| Total assets as of the beginning of the plan year | 2024-11-11 | 9030446 |
| Value of plan covered by a fidelity bond | 2024-11-11 | 1000000 |
| Participant contributions to plan in this plan year | 2024-11-11 | 291783 |
| Value of participant loans at end of plan year | 2024-11-11 | 8415 |
| Other contributions to plan in this plan year | 2024-11-11 | 12659 |
| Other income to plan in this plan year | 2024-11-11 | 1087825 |
| Plan net income in this plan year | 2024-11-11 | 1364672 |
| Net assets as of the end of the plan year | 2024-11-11 | 10395118 |
| Net assets as of the beginning of the plan year | 2024-11-11 | 9030446 |
| Employer contributions to plan in this plan year | 2024-11-11 | 312570 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-11 | 11472 |
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