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RETIREMENT PLAN FOR FACULTY AND ADMINISTRATION OF 401k Plan overview

Plan NameRETIREMENT PLAN FOR FACULTY AND ADMINISTRATION OF
Plan identification number 001

RETIREMENT PLAN FOR FACULTY AND ADMINISTRATION OF Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • 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

ARBOR SCHOOL OF ARTS & SCIENCES has sponsored the creation of one or more 401k plans.

Company Name:ARBOR SCHOOL OF ARTS & SCIENCES
Employer identification number (EIN):943089073
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR FACULTY AND ADMINISTRATION OF

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-09-01CASSANDRA L ANDERSON2023-06-15 CASSANDRA L ANDERSON2023-06-15
0012019-09-01MARY LINDEN BELL2021-02-24 MARY LINDEN BELL2021-02-24
0012018-09-01MARY LINDEN BELL2020-02-04
0012017-09-01WILLIAM HAWKINS2019-08-27
0012016-09-01WILLIAM HAWKINS2019-08-27
0012015-09-01WILLIAM HAWKINS2017-01-09
0012014-09-01WILLIAM HAWKINS2016-02-11
0012013-09-01WILLIAM HAWKINS2015-06-11
0012012-09-01WILLIAM HAWKINS
0012011-09-01WILLIAM HAWKINS
0012010-09-01RICHARD ABEL
0012009-09-01RICHARD ABEL

Plan Statistics for RETIREMENT PLAN FOR FACULTY AND ADMINISTRATION OF

401k plan membership statisitcs for RETIREMENT PLAN FOR FACULTY AND ADMINISTRATION OF

Measure Date Value
2012: RETIREMENT PLAN FOR FACULTY AND ADMINISTRATION OF 2012 401k membership
Total participants, beginning-of-year2012-09-0136
Total number of active participants reported on line 7a of the Form 55002012-09-0135
Number of other retired or separated participants entitled to future benefits2012-09-011
Total of all active and inactive participants2012-09-0136
Total participants2012-09-0136
Number of participants with account balances2012-09-0135
2011: RETIREMENT PLAN FOR FACULTY AND ADMINISTRATION OF 2011 401k membership
Total participants, beginning-of-year2011-09-0133
Total number of active participants reported on line 7a of the Form 55002011-09-0136
Total of all active and inactive participants2011-09-0136
Total participants2011-09-0136
Number of participants with account balances2011-09-0135
2010: RETIREMENT PLAN FOR FACULTY AND ADMINISTRATION OF 2010 401k membership
Total participants, beginning-of-year2010-09-0133
Total number of active participants reported on line 7a of the Form 55002010-09-0133
Total of all active and inactive participants2010-09-0133
Total participants2010-09-0133
Number of participants with account balances2010-09-0132
2009: RETIREMENT PLAN FOR FACULTY AND ADMINISTRATION OF 2009 401k membership
Total participants, beginning-of-year2009-09-0131
Total number of active participants reported on line 7a of the Form 55002009-09-0132
Total of all active and inactive participants2009-09-0132
Total participants2009-09-0132
Number of participants with account balances2009-09-0131

Financial Data on RETIREMENT PLAN FOR FACULTY AND ADMINISTRATION OF

Measure Date Value
2013 : RETIREMENT PLAN FOR FACULTY AND ADMINISTRATION OF 2013 401k financial data
Total income from all sources2013-08-31$333,286
Expenses. Total of all expenses incurred2013-08-31$31,963
Benefits paid (including direct rollovers)2013-08-31$31,963
Total plan assets at end of year2013-08-31$2,043,899
Total plan assets at beginning of year2013-08-31$1,742,576
Total contributions received or receivable from participants2013-08-31$101,104
Other income received2013-08-31$187,655
Net income (gross income less expenses)2013-08-31$301,323
Net plan assets at end of year (total assets less liabilities)2013-08-31$2,043,899
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$1,742,576
Total contributions received or receivable from employer(s)2013-08-31$44,527
2012 : RETIREMENT PLAN FOR FACULTY AND ADMINISTRATION OF 2012 401k financial data
Total income from all sources2012-08-31$305,764
Expenses. Total of all expenses incurred2012-08-31$10,122
Benefits paid (including direct rollovers)2012-08-31$10,122
Total plan assets at end of year2012-08-31$1,742,576
Total plan assets at beginning of year2012-08-31$1,446,934
Total contributions received or receivable from participants2012-08-31$133,917
Contributions received from other sources (not participants or employers)2012-08-31$2,499
Other income received2012-08-31$116,596
Net income (gross income less expenses)2012-08-31$295,642
Net plan assets at end of year (total assets less liabilities)2012-08-31$1,742,576
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$1,446,934
Total contributions received or receivable from employer(s)2012-08-31$52,752
2011 : RETIREMENT PLAN FOR FACULTY AND ADMINISTRATION OF 2011 401k financial data
Total income from all sources2011-08-31$249,770
Expenses. Total of all expenses incurred2011-08-31$10,167
Benefits paid (including direct rollovers)2011-08-31$10,167
Total plan assets at end of year2011-08-31$1,446,934
Total plan assets at beginning of year2011-08-31$1,207,331
Total contributions received or receivable from participants2011-08-31$92,192
Contributions received from other sources (not participants or employers)2011-08-31$1,575
Other income received2011-08-31$113,976
Net income (gross income less expenses)2011-08-31$239,603
Net plan assets at end of year (total assets less liabilities)2011-08-31$1,446,934
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$1,207,331
Total contributions received or receivable from employer(s)2011-08-31$42,027

Form 5500 Responses for RETIREMENT PLAN FOR FACULTY AND ADMINISTRATION OF

2012: RETIREMENT PLAN FOR FACULTY AND ADMINISTRATION OF 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR FACULTY AND ADMINISTRATION OF 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR FACULTY AND ADMINISTRATION OF 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement – InsuranceYes
2010-09-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR FACULTY AND ADMINISTRATION OF 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357784
Policy instance 1
Insurance contract or identification number357784
Number of Individuals Covered22
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
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 number357783
Policy instance 2
Insurance contract or identification number357783
Number of Individuals Covered35
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
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 number357784
Policy instance 1
Insurance contract or identification number357784
Number of Individuals Covered22
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
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 number357783
Policy instance 2
Insurance contract or identification number357783
Number of Individuals Covered35
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
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 number357784
Policy instance 1
Insurance contract or identification number357784
Number of Individuals Covered19
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
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 number357783
Policy instance 2
Insurance contract or identification number357783
Number of Individuals Covered32
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
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

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