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ONE WORLD MONTESSORI SCHOOL IN 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameONE WORLD MONTESSORI SCHOOL IN 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 002

ONE WORLD MONTESSORI SCHOOL IN 401(K) PROFIT SHARING PLAN & TRUST 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ONE WORLD MONTESSORI SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name:ONE WORLD MONTESSORI SCHOOL, INC.
Employer identification number (EIN):942630042
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ONE WORLD MONTESSORI SCHOOL IN 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KRISTI BURDSALL2024-05-02 KRISTI BURDSALL2024-05-02
0022022-01-01EDWARD ROJAS2023-07-19
0022021-01-01EDWARD ROJAS2022-05-09
0022020-01-01EDWARD ROJAS2021-07-23

Financial Data on ONE WORLD MONTESSORI SCHOOL IN 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : ONE WORLD MONTESSORI SCHOOL IN 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-250
Total liabilities as of the end of the plan year2025-04-250
Total liabilities as of the beginning of the plan year2025-04-250
Total expenses incurred by plan in this plan year2025-04-2519046
Net assets as of the end of the plan year2025-04-25281804
Total assets as of the beginning of the plan year2025-04-25181063
Value of plan covered by a fidelity bond2025-04-25917471694
Participant contributions to plan in this plan year2025-04-2587424
Other expenses paid from plan in this plan year2025-04-252750
Other contributions to plan in this plan year2025-04-250
Other income to plan in this plan year2025-04-2532363
Plan net income in this plan year2025-04-25100741
Net assets as of the end of the plan year2025-04-25281804
Net assets as of the beginning of the plan year2025-04-25181063
Value of contributions failed to transmitted timely2025-04-251702
Employer contributions to plan in this plan year2025-04-250
Fees paid to broker by Benefit Provider2025-04-250
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-25-1747
2024 : ONE WORLD MONTESSORI SCHOOL IN 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-020
Total liabilities as of the end of the plan year2024-05-020
Total liabilities as of the beginning of the plan year2024-05-020
Total expenses incurred by plan in this plan year2024-05-0234010
Net assets as of the end of the plan year2024-05-02181063
Total assets as of the beginning of the plan year2024-05-02110307
Value of plan covered by a fidelity bond2024-05-0220000
Participant contributions to plan in this plan year2024-05-0266313
Other contributions to plan in this plan year2024-05-028793
Other income to plan in this plan year2024-05-0229660
Plan net income in this plan year2024-05-0270756
Net assets as of the end of the plan year2024-05-02181063
Net assets as of the beginning of the plan year2024-05-02110307
Employer contributions to plan in this plan year2024-05-020
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-022830
2022 : ONE WORLD MONTESSORI SCHOOL IN 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-090
Total liabilities as of the end of the plan year2022-05-090
Total liabilities as of the beginning of the plan year2022-05-090
Total expenses incurred by plan in this plan year2022-05-09528
Net assets as of the end of the plan year2022-05-0963346
Total assets as of the beginning of the plan year2022-05-0928932
Value of plan covered by a fidelity bond2022-05-0920000
Participant contributions to plan in this plan year2022-05-0928250
Other expenses paid from plan in this plan year2022-05-090
Other contributions to plan in this plan year2022-05-090
Other income to plan in this plan year2022-05-096692
Plan net income in this plan year2022-05-0934414
Net assets as of the end of the plan year2022-05-0963346
Net assets as of the beginning of the plan year2022-05-0928932
Employer contributions to plan in this plan year2022-05-090
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-09528

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