401k Plan data: THE MIRMAN SCHOOL 403(B) PLAN plan

THE MIRMAN SCHOOL 403(B) PLAN 401k Plan overview

Plan Name	THE MIRMAN SCHOOL 403(B) PLAN
Plan identification number	001

THE MIRMAN SCHOOL 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 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.
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.

401k Sponsoring company profile

THE MIRMAN SCHOOL FOR GIFTED CHILDR EN has sponsored the creation of one or more 401k plans.

Company Name: THE MIRMAN SCHOOL FOR GIFTED CHILDR EN

Employer identification number (EIN): 952234936

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MIRMAN SCHOOL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-10-01
001 2017-10-01
001 2016-10-01 MICHAEL NOVAK MICHAEL NOVAK 2018-06-21
001 2015-10-01 DAVID ROYAL DAVID ROYAL 2017-07-13
001 2014-10-01 DAVID ROYAL 2016-04-27 DAVID ROYAL 2016-04-27
001 2013-10-01 DAVID ROYAL 2015-05-19 DAVID ROYAL 2015-05-19
001 2012-10-01 DAVID ROYAL 2014-02-18
001 2011-10-01 DAVID ROYAL 2013-07-15
001 2010-10-01 DAVID ROYAL 2013-07-15
001 2009-10-01 DAVID ROYAL
001 2009-10-01 DAVID ROYAL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-10-01
001	2017-10-01
001	2016-10-01	MICHAEL NOVAK		MICHAEL NOVAK	2018-06-21
001	2015-10-01	DAVID ROYAL		DAVID ROYAL	2017-07-13
001	2014-10-01	DAVID ROYAL	2016-04-27	DAVID ROYAL	2016-04-27
001	2013-10-01	DAVID ROYAL	2015-05-19	DAVID ROYAL	2015-05-19
001	2012-10-01	DAVID ROYAL	2014-02-18
001	2011-10-01	DAVID ROYAL	2013-07-15
001	2010-10-01	DAVID ROYAL	2013-07-15
001	2009-10-01	DAVID ROYAL
001	2009-10-01	DAVID ROYAL

Plan Statistics for THE MIRMAN SCHOOL 403(B) PLAN

401k plan membership statisitcs for THE MIRMAN SCHOOL 403(B) PLAN

Measure Date Value
2022: THE MIRMAN SCHOOL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 105
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 117
Total of all active and inactive participants 2022-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 229
Number of participants with account balances 2022-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE MIRMAN SCHOOL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 187
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 123
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 72
Total of all active and inactive participants 2021-07-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 1
Total participants 2021-07-01 196
Number of participants with account balances 2021-07-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: THE MIRMAN SCHOOL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 175
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 91
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 96
Total of all active and inactive participants 2020-07-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 187
Number of participants with account balances 2020-07-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: THE MIRMAN SCHOOL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 156
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 82
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 93
Total of all active and inactive participants 2019-07-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 175
Number of participants with account balances 2019-07-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: THE MIRMAN SCHOOL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 163
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 78
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 78
Total of all active and inactive participants 2018-10-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 156
Number of participants with account balances 2018-10-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0
2017: THE MIRMAN SCHOOL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 150
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 84
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 79
Total of all active and inactive participants 2017-10-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 163
Number of participants with account balances 2017-10-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: THE MIRMAN SCHOOL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 143
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 84
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 66
Total of all active and inactive participants 2016-10-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 150
Number of participants with account balances 2016-10-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: THE MIRMAN SCHOOL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 130
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 82
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 61
Total of all active and inactive participants 2015-10-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 143
Number of participants with account balances 2015-10-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2009: THE MIRMAN SCHOOL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 101
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 77
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 32
Total of all active and inactive participants 2009-10-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 109
Number of participants with account balances 2009-10-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2022: THE MIRMAN SCHOOL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	105
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	117
Total of all active and inactive participants	2022-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	229
Number of participants with account balances	2022-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE MIRMAN SCHOOL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	187
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	123
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	72
Total of all active and inactive participants	2021-07-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	1
Total participants	2021-07-01	196
Number of participants with account balances	2021-07-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: THE MIRMAN SCHOOL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	175
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	91
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	96
Total of all active and inactive participants	2020-07-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	187
Number of participants with account balances	2020-07-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: THE MIRMAN SCHOOL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	156
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	82
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	93
Total of all active and inactive participants	2019-07-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	175
Number of participants with account balances	2019-07-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: THE MIRMAN SCHOOL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	163
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	78
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	78
Total of all active and inactive participants	2018-10-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	156
Number of participants with account balances	2018-10-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0
2017: THE MIRMAN SCHOOL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	150
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	84
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	79
Total of all active and inactive participants	2017-10-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	163
Number of participants with account balances	2017-10-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: THE MIRMAN SCHOOL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	143
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	84
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	66
Total of all active and inactive participants	2016-10-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	150
Number of participants with account balances	2016-10-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: THE MIRMAN SCHOOL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	130
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	82
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	61
Total of all active and inactive participants	2015-10-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	143
Number of participants with account balances	2015-10-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2009: THE MIRMAN SCHOOL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	101
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	77
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	32
Total of all active and inactive participants	2009-10-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	109
Number of participants with account balances	2009-10-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on THE MIRMAN SCHOOL 403(B) PLAN

Measure	Date	Value
2022 : THE MIRMAN SCHOOL 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,239,731
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,566,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,528,166
Expenses. Certain deemed distributions of participant loans	2022-12-31	$23,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$879,853
Value of total assets at end of year	2022-12-31	$12,827,317
Value of total assets at beginning of year	2022-12-31	$15,633,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$15,211
Total interest from all sources	2022-12-31	$130,156
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$109,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$109,095
Administrative expenses professional fees incurred	2022-12-31	$15,211
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$495,135
Participant contributions at end of year	2022-12-31	$50,664
Participant contributions at beginning of year	2022-12-31	$66,478
Participant contributions at beginning of year	2022-12-31	$19,958
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$45,290
Total non interest bearing cash at end of year	2022-12-31	$34,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,806,530
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,827,317
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,633,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,575,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,146,038
Value of interest in pooled separate accounts at end of year	2022-12-31	$161,426
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$107,568
Interest on participant loans	2022-12-31	$2,738
Interest earned on other investments	2022-12-31	$126,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$95,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$146,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$146,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,909,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,134,991
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$118,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,366,377
Net investment gain/loss from pooled separate accounts	2022-12-31	$7,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$339,428
Employer contributions (assets) at beginning of year	2022-12-31	$12,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,409,789
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : THE MIRMAN SCHOOL 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$1,567,722
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,109,168
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,350,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,350,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$374,818
Value of total assets at end of year	2021-12-31	$15,633,847
Value of total assets at beginning of year	2021-12-31	$14,307,677
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$275
Total interest from all sources	2021-12-31	$54,021
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$404,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$404,393
Administrative expenses professional fees incurred	2021-12-31	$275
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$226,485
Participant contributions at end of year	2021-12-31	$66,478
Participant contributions at beginning of year	2021-12-31	$13,041
Participant contributions at end of year	2021-12-31	$19,958
Participant contributions at beginning of year	2021-12-31	$28,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-241,552
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,633,847
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,307,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$12,146,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,696,865
Value of interest in pooled separate accounts at end of year	2021-12-31	$107,568
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$96,381
Interest on participant loans	2021-12-31	$1,037
Interest earned on other investments	2021-12-31	$52,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$146,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,134,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,453,985
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$257,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$265,155
Net investment gain/loss from pooled separate accounts	2021-12-31	$10,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$148,333
Employer contributions (assets) at end of year	2021-12-31	$12,425
Employer contributions (assets) at beginning of year	2021-12-31	$18,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,092,631
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$3,934,046
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$431,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$431,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$808,080
Value of total assets at end of year	2021-06-30	$14,307,677
Value of total assets at beginning of year	2021-06-30	$10,805,232
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$75
Total interest from all sources	2021-06-30	$80,704
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$473,713
Participant contributions at end of year	2021-06-30	$13,041
Participant contributions at end of year	2021-06-30	$28,858
Participant contributions at beginning of year	2021-06-30	$21,046
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$23,769
Other income not declared elsewhere	2021-06-30	$4,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$3,502,445
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$14,307,677
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$10,805,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$11,696,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$8,210,228
Value of interest in pooled separate accounts at end of year	2021-06-30	$96,381
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$142,415
Interest on participant loans	2021-06-30	$431
Interest earned on other investments	2021-06-30	$80,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$2,453,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$2,417,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$3,034,861
Net investment gain/loss from pooled separate accounts	2021-06-30	$6,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$310,598
Employer contributions (assets) at end of year	2021-06-30	$18,547
Employer contributions (assets) at beginning of year	2021-06-30	$13,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$431,526
Contract administrator fees	2021-06-30	$75
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-06-30	410746749
2020 : THE MIRMAN SCHOOL 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,294,827
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$656,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$656,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$851,692
Value of total assets at end of year	2020-06-30	$10,805,232
Value of total assets at beginning of year	2020-06-30	$10,166,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$0
Total interest from all sources	2020-06-30	$83,205
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$471,012
Participant contributions at end of year	2020-06-30	$21,046
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$81,029
Other income not declared elsewhere	2020-06-30	$4,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$638,710
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$10,805,232
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$10,166,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$8,210,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$7,632,286
Value of interest in pooled separate accounts at end of year	2020-06-30	$142,415
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$174,534
Interest earned on other investments	2020-06-30	$83,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$2,417,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$2,359,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$353,650
Net investment gain/loss from pooled separate accounts	2020-06-30	$1,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$299,651
Employer contributions (assets) at end of year	2020-06-30	$13,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$656,117
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-06-30	410746749
2019 : THE MIRMAN SCHOOL 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$811,027
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$936,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$921,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$572,714
Value of total assets at end of year	2019-06-30	$10,166,522
Value of total assets at beginning of year	2019-06-30	$10,291,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$14,467
Total interest from all sources	2019-06-30	$62,684
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$348,680
Participant contributions at beginning of year	2019-06-30	$19,532
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$17,146
Other income not declared elsewhere	2019-06-30	$4,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$-125,146
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$10,166,522
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$10,291,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$7,632,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$7,169,762
Value of interest in pooled separate accounts at end of year	2019-06-30	$174,534
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$184,702
Interest earned on other investments	2019-06-30	$62,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$2,359,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$2,906,203
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$515,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$163,906
Net investment gain/loss from pooled separate accounts	2019-06-30	$7,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$206,888
Employer contributions (assets) at beginning of year	2019-06-30	$11,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$406,014
Contract administrator fees	2019-06-30	$14,467
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-06-30	410746749
2018 : THE MIRMAN SCHOOL 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total income from all sources (including contributions)	2018-09-30	$1,612,918
Total loss/gain on sale of assets	2018-09-30	$0
Total of all expenses incurred	2018-09-30	$936,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-09-30	$936,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-09-30	$827,493
Value of total assets at end of year	2018-09-30	$10,291,668
Value of total assets at beginning of year	2018-09-30	$9,615,555
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-09-30	$0
Total interest from all sources	2018-09-30	$103,332
Total dividends received (eg from common stock, registered investment company shares)	2018-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-09-30	No
Was this plan covered by a fidelity bond	2018-09-30	Yes
Value of fidelity bond cover	2018-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-09-30	No
Contributions received from participants	2018-09-30	$443,267
Participant contributions at end of year	2018-09-30	$19,532
Participant contributions at beginning of year	2018-09-30	$25
Income. Received or receivable in cash from other sources (including rollovers)	2018-09-30	$121,839
Other income not declared elsewhere	2018-09-30	$5,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Value of net income/loss	2018-09-30	$676,113
Value of net assets at end of year (total assets less liabilities)	2018-09-30	$10,291,668
Value of net assets at beginning of year (total assets less liabilities)	2018-09-30	$9,615,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-09-30	No
Were any leases to which the plan was party in default or uncollectible	2018-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-09-30	$7,169,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-09-30	$6,647,077
Value of interest in pooled separate accounts at end of year	2018-09-30	$184,702
Value of interest in pooled separate accounts at beginning of year	2018-09-30	$150,393
Interest earned on other investments	2018-09-30	$103,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-09-30	$2,906,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-09-30	$2,818,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-09-30	$669,446
Net investment gain/loss from pooled separate accounts	2018-09-30	$7,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-09-30	No
Was there a failure to transmit to the plan any participant contributions	2018-09-30	No
Has the plan failed to provide any benefit when due under the plan	2018-09-30	No
Contributions received in cash from employer	2018-09-30	$262,387
Employer contributions (assets) at end of year	2018-09-30	$11,469
Employer contributions (assets) at beginning of year	2018-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-09-30	$936,805
Did the plan have assets held for investment	2018-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-09-30	Disclaimer
Accountancy firm name	2018-09-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-09-30	410746749
2017 : THE MIRMAN SCHOOL 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total income from all sources (including contributions)	2017-09-30	$1,940,366
Total loss/gain on sale of assets	2017-09-30	$0
Total of all expenses incurred	2017-09-30	$2,490,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-09-30	$2,490,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-09-30	$843,263
Value of total assets at end of year	2017-09-30	$9,615,555
Value of total assets at beginning of year	2017-09-30	$10,165,874
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-09-30	$0
Total interest from all sources	2017-09-30	$126,826
Total dividends received (eg from common stock, registered investment company shares)	2017-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-09-30	No
Was this plan covered by a fidelity bond	2017-09-30	Yes
Value of fidelity bond cover	2017-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-09-30	No
Contributions received from participants	2017-09-30	$452,399
Participant contributions at end of year	2017-09-30	$25
Participant contributions at beginning of year	2017-09-30	$19,923
Income. Received or receivable in cash from other sources (including rollovers)	2017-09-30	$113,551
Other income not declared elsewhere	2017-09-30	$5,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Value of net income/loss	2017-09-30	$-550,319
Value of net assets at end of year (total assets less liabilities)	2017-09-30	$9,615,555
Value of net assets at beginning of year (total assets less liabilities)	2017-09-30	$10,165,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-09-30	No
Were any leases to which the plan was party in default or uncollectible	2017-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-09-30	$6,647,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-09-30	$6,623,145
Value of interest in pooled separate accounts at end of year	2017-09-30	$150,393
Value of interest in pooled separate accounts at beginning of year	2017-09-30	$149,065
Interest earned on other investments	2017-09-30	$126,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-09-30	$2,818,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-09-30	$3,362,244
Expenses. Payments to insurance carriers foe the provision of benefits	2017-09-30	$619,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-09-30	$958,209
Net investment gain/loss from pooled separate accounts	2017-09-30	$6,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-09-30	No
Was there a failure to transmit to the plan any participant contributions	2017-09-30	No
Has the plan failed to provide any benefit when due under the plan	2017-09-30	No
Contributions received in cash from employer	2017-09-30	$277,313
Employer contributions (assets) at end of year	2017-09-30	$0
Employer contributions (assets) at beginning of year	2017-09-30	$11,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-09-30	$1,871,321
Did the plan have assets held for investment	2017-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-09-30	Disclaimer
Accountancy firm name	2017-09-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-09-30	410746749
2016 : THE MIRMAN SCHOOL 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-30	$0
Total income from all sources (including contributions)	2016-09-30	$1,767,617
Total loss/gain on sale of assets	2016-09-30	$0
Total of all expenses incurred	2016-09-30	$233,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-09-30	$233,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-09-30	$1,067,258
Value of total assets at end of year	2016-09-30	$10,165,874
Value of total assets at beginning of year	2016-09-30	$8,631,818
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-09-30	$0
Total interest from all sources	2016-09-30	$128,904
Total dividends received (eg from common stock, registered investment company shares)	2016-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-09-30	No
Was this plan covered by a fidelity bond	2016-09-30	Yes
Value of fidelity bond cover	2016-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-09-30	No
Contributions received from participants	2016-09-30	$496,444
Participant contributions at end of year	2016-09-30	$19,923
Income. Received or receivable in cash from other sources (including rollovers)	2016-09-30	$274,275
Other income not declared elsewhere	2016-09-30	$77
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-30	No
Value of net income/loss	2016-09-30	$1,534,056
Value of net assets at end of year (total assets less liabilities)	2016-09-30	$10,165,874
Value of net assets at beginning of year (total assets less liabilities)	2016-09-30	$8,631,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-09-30	No
Were any leases to which the plan was party in default or uncollectible	2016-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-09-30	$6,623,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-09-30	$5,259,710
Value of interest in pooled separate accounts at end of year	2016-09-30	$149,065
Value of interest in pooled separate accounts at beginning of year	2016-09-30	$66,053
Interest earned on other investments	2016-09-30	$128,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-09-30	$3,362,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-09-30	$3,306,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-09-30	$565,807
Net investment gain/loss from pooled separate accounts	2016-09-30	$5,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-09-30	No
Was there a failure to transmit to the plan any participant contributions	2016-09-30	No
Has the plan failed to provide any benefit when due under the plan	2016-09-30	No
Contributions received in cash from employer	2016-09-30	$296,539
Employer contributions (assets) at end of year	2016-09-30	$11,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-09-30	$233,561
Did the plan have assets held for investment	2016-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-09-30	Disclaimer
Accountancy firm name	2016-09-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-09-30	410746749
2011 : THE MIRMAN SCHOOL 403(B) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-09-30	$0
Total income from all sources	2011-09-30	$606,158
Expenses. Total of all expenses incurred	2011-09-30	$646,893
Benefits paid (including direct rollovers)	2011-09-30	$646,333
Total plan assets at end of year	2011-09-30	$7,546,837
Total plan assets at beginning of year	2011-09-30	$7,587,572
Total contributions received or receivable from participants	2011-09-30	$187,758
Expenses. Other expenses not covered elsewhere	2011-09-30	$560
Other income received	2011-09-30	$87,146
Net income (gross income less expenses)	2011-09-30	$-40,735
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$7,546,837
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$7,587,572
Total contributions received or receivable from employer(s)	2011-09-30	$331,254

Form 5500 Responses for THE MIRMAN SCHOOL 403(B) PLAN

2022: THE MIRMAN SCHOOL 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE MIRMAN SCHOOL 403(B) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: THE MIRMAN SCHOOL 403(B) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: THE MIRMAN SCHOOL 403(B) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: THE MIRMAN SCHOOL 403(B) PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Insurance	Yes
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement – Insurance	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: THE MIRMAN SCHOOL 403(B) PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Insurance	Yes
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement – Insurance	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: THE MIRMAN SCHOOL 403(B) PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Insurance	Yes
2016-10-01	Plan benefit arrangement – Insurance	Yes
2015: THE MIRMAN SCHOOL 403(B) PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Insurance	Yes
2015-10-01	Plan benefit arrangement – Insurance	Yes
2009: THE MIRMAN SCHOOL 403(B) PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

815571A

Policy instance

Insurance contract or identification number	815571A
Number of Individuals Covered	20
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500809

Policy instance

Insurance contract or identification number	500809
Number of Individuals Covered	90
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500809

Policy instance

Insurance contract or identification number	500809
Number of Individuals Covered	104
Insurance policy start date	2021-07-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500809

Policy instance

Insurance contract or identification number	500809
Number of Individuals Covered	79
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500809

Policy instance

Insurance contract or identification number	500809
Number of Individuals Covered	83
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500809

Policy instance

Insurance contract or identification number	500809
Number of Individuals Covered	81
Insurance policy start date	2018-10-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500809

Policy instance

Insurance contract or identification number	500809
Number of Individuals Covered	138
Insurance policy start date	2017-10-01
Insurance policy end date	2018-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	THE MIRMAN SCHOOL FOR GIFTED CHILDR EN
Employer identification number (EIN):	952234936
NAIC Classification:	611000