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EMPLOYEE BENEFIT PLAN OF SECRET HARBOR SCHOOL 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF SECRET HARBOR SCHOOL
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF SECRET HARBOR SCHOOL Benefits

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

SECRET HARBOR SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:SECRET HARBOR SCHOOL
Employer identification number (EIN):911025997
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF SECRET HARBOR SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01BARBARA BOX2024-06-26
0022022-01-01BARBARA BOX2023-06-13
0022021-01-01BARBARA BOX2022-05-11
0022020-01-01BARBARA BOX2021-07-07
0022019-01-01BARBARA BOX2020-07-27
0022018-01-01BARBARA BOX2019-05-23
0022017-01-01BARBARA BOX2018-04-18 BARBARA BOX2018-04-18
0022017-01-01BARBARA BOX2018-07-31 BARBARA BOX2018-07-31
0022016-01-01ALLEN LEWANDOWSKI2017-04-14 ALLEN LEWANDOWSKI2017-04-14
0022013-01-01ALLEN LEWANDOWSKI2014-06-19 ALLEN LEWANDOWSKI2014-06-19
0022012-01-01ALLEN LEWANDOWSKI2013-06-19 ALLEN LEWANDOWSKI2013-06-19
0022011-01-01ALLEN LEWANDOWSKI2012-06-22
0022010-01-01ALLEN LEWANDOWSKI2011-08-01 ALLEN LEWANDOWSKI2011-08-01

Plan Statistics for EMPLOYEE BENEFIT PLAN OF SECRET HARBOR SCHOOL

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF SECRET HARBOR SCHOOL

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF SECRET HARBOR SCHOOL 2025 401k membership
Total number of particpants at beginning of year2025-06-2623
Total number of particpants at end of year2025-06-2622
Number of Participants With Account Balances2025-06-2622
2024: EMPLOYEE BENEFIT PLAN OF SECRET HARBOR SCHOOL 2024 401k membership
Total number of particpants at beginning of year2024-06-2625
Total number of particpants at end of year2024-06-2622
Number of Participants With Account Balances2024-06-2622
2022: EMPLOYEE BENEFIT PLAN OF SECRET HARBOR SCHOOL 2022 401k membership
Total number of particpants at beginning of year2022-05-1128
Total number of particpants at end of year2022-05-1126
Number of Participants With Account Balances2022-05-1126

Financial Data on EMPLOYEE BENEFIT PLAN OF SECRET HARBOR SCHOOL

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF SECRET HARBOR SCHOOL 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-260
Total liabilities as of the end of the plan year2025-06-260
Total liabilities as of the beginning of the plan year2025-06-260
Total expenses incurred by plan in this plan year2025-06-2627142
Net assets as of the end of the plan year2025-06-26448527
Total assets as of the beginning of the plan year2025-06-26392399
Value of plan covered by a fidelity bond2025-06-2650000
Participant contributions to plan in this plan year2025-06-2631197
Other expenses paid from plan in this plan year2025-06-260
Other contributions to plan in this plan year2025-06-260
Other income to plan in this plan year2025-06-2637322
Plan net income in this plan year2025-06-2656128
Net assets as of the end of the plan year2025-06-26448527
Net assets as of the beginning of the plan year2025-06-26392399
Employer contributions to plan in this plan year2025-06-2614751
Fees paid to broker by Benefit Provider2025-06-2640
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-26151
2024 : EMPLOYEE BENEFIT PLAN OF SECRET HARBOR SCHOOL 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-260
Total liabilities as of the end of the plan year2024-06-260
Total liabilities as of the beginning of the plan year2024-06-260
Total expenses incurred by plan in this plan year2024-06-2637456
Net assets as of the end of the plan year2024-06-26392399
Total assets as of the beginning of the plan year2024-06-26343040
Value of plan covered by a fidelity bond2024-06-2650000
Participant contributions to plan in this plan year2024-06-2627581
Value of participant loans at end of plan year2024-06-268883
Other expenses paid from plan in this plan year2024-06-260
Other contributions to plan in this plan year2024-06-260
Other income to plan in this plan year2024-06-2644088
Plan net income in this plan year2024-06-2649359
Net assets as of the end of the plan year2024-06-26392399
Net assets as of the beginning of the plan year2024-06-26343040
Employer contributions to plan in this plan year2024-06-2615146
Fees paid to broker by Benefit Provider2024-06-2699
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-26144
2022 : EMPLOYEE BENEFIT PLAN OF SECRET HARBOR SCHOOL 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-110
Total liabilities as of the end of the plan year2022-05-110
Total liabilities as of the beginning of the plan year2022-05-110
Total expenses incurred by plan in this plan year2022-05-11235782
Net assets as of the end of the plan year2022-05-11431553
Total assets as of the beginning of the plan year2022-05-11542933
Value of plan covered by a fidelity bond2022-05-1150000
Participant contributions to plan in this plan year2022-05-1127407
Value of participant loans at end of plan year2022-05-116165
Other expenses paid from plan in this plan year2022-05-11272
Other contributions to plan in this plan year2022-05-11522
Other income to plan in this plan year2022-05-1180845
Plan net income in this plan year2022-05-11-111378
Net assets as of the end of the plan year2022-05-11431553
Net assets as of the beginning of the plan year2022-05-11542933
Employer contributions to plan in this plan year2022-05-1115630
Fees paid to broker by Benefit Provider2022-05-1191

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