401k Plan data: TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN plan

TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.

401k Sponsoring company profile

MWLA, INC. has sponsored the creation of one or more 401k plans.

Company Name: MWLA, INC.

Employer identification number (EIN): 952668485

NAIC Classification: 611000

Additional information about MWLA, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1970-10-16

Company Identification Number: C0609615

Legal Registered Office Address: 4030 Weslin Avenue

Sherman Oaks
United States of America (USA)
91423

More information about MWLA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JULIA YZAGUIRRE
001 2016-01-01 STEVEN D. TOLBERT
001 2015-01-01 STEVEN D. TOLBERT 2016-07-26
001 2014-01-01 CHRISTINE SABIHON 2015-07-21
001 2013-01-01 CHRISTINE SABIHON 2014-06-23
001 2012-01-01 CHRISTINE SABIHON 2013-07-26
001 2011-01-01 CHRISTINE SABIHON 2012-07-26
001 2010-01-01 CHRISTINE SABIHON 2011-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JULIA YZAGUIRRE
001	2016-01-01	STEVEN D. TOLBERT
001	2015-01-01	STEVEN D. TOLBERT	2016-07-26
001	2014-01-01	CHRISTINE SABIHON	2015-07-21
001	2013-01-01	CHRISTINE SABIHON	2014-06-23
001	2012-01-01	CHRISTINE SABIHON	2013-07-26
001	2011-01-01	CHRISTINE SABIHON	2012-07-26
001	2010-01-01	CHRISTINE SABIHON	2011-07-29

Plan Statistics for TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 78
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 109
Total of all active and inactive participants 2022-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 187
Number of participants with account balances 2022-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 70
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 117
Total of all active and inactive participants 2021-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 187
Number of participants with account balances 2021-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 79
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 98
Total of all active and inactive participants 2020-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 177
Number of participants with account balances 2020-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 72
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 94
Total of all active and inactive participants 2019-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 166
Number of participants with account balances 2019-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 69
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 90
Total of all active and inactive participants 2018-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 159
Number of participants with account balances 2018-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 60
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 87
Total of all active and inactive participants 2017-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 147
Number of participants with account balances 2017-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 51
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 91
Total of all active and inactive participants 2016-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 142
Number of participants with account balances 2016-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	78
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	109
Total of all active and inactive participants	2022-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	187
Number of participants with account balances	2022-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	70
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	117
Total of all active and inactive participants	2021-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	187
Number of participants with account balances	2021-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	79
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	98
Total of all active and inactive participants	2020-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	177
Number of participants with account balances	2020-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	72
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	94
Total of all active and inactive participants	2019-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	166
Number of participants with account balances	2019-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	69
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	90
Total of all active and inactive participants	2018-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	159
Number of participants with account balances	2018-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	60
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	87
Total of all active and inactive participants	2017-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	147
Number of participants with account balances	2017-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	51
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	91
Total of all active and inactive participants	2016-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	142
Number of participants with account balances	2016-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2022 : TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT 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	$-565,716
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$307,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$296,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$597,516
Value of total assets at end of year	2022-12-31	$9,094,884
Value of total assets at beginning of year	2022-12-31	$9,967,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$10,096
Total interest from all sources	2022-12-31	$109,398
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$115,875
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	$115,875
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$342,856
Participant contributions at end of year	2022-12-31	$71,883
Participant contributions at beginning of year	2022-12-31	$27,093
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$20,076
Other income not declared elsewhere	2022-12-31	$1,321
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	$-872,750
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,094,884
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,967,634
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	$6,373,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,196,642
Value of interest in pooled separate accounts at end of year	2022-12-31	$67,235
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$61,516
Interest on participant loans	2022-12-31	$2,675
Interest earned on other investments	2022-12-31	$106,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,582,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,682,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,394,688
Net investment gain/loss from pooled separate accounts	2022-12-31	$4,862
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	$234,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$296,938
Contract administrator fees	2022-12-31	$10,096
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	Unqualified
Accountancy firm name	2022-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2022-12-31	952036255
2021 : TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
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	$1,670,710
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$417,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$406,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$665,248
Value of total assets at end of year	2021-12-31	$9,967,634
Value of total assets at beginning of year	2021-12-31	$8,714,495
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$11,556
Total interest from all sources	2021-12-31	$95,156
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$150,532
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	$150,532
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$330,579
Participant contributions at end of year	2021-12-31	$27,093
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$111,135
Other income not declared elsewhere	2021-12-31	$3,628
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	$1,253,139
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,967,634
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,714,495
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	$7,196,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,844,144
Value of interest in pooled separate accounts at end of year	2021-12-31	$61,516
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$63,313
Interest on participant loans	2021-12-31	$738
Interest earned on other investments	2021-12-31	$94,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,682,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,807,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$746,009
Net investment gain/loss from pooled separate accounts	2021-12-31	$10,137
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	$223,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$406,015
Contract administrator fees	2021-12-31	$11,556
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	Unqualified
Accountancy firm name	2021-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2021-12-31	952036255
2020 : TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,694,812
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$565,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$561,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$689,330
Value of total assets at end of year	2020-12-31	$8,714,495
Value of total assets at beginning of year	2020-12-31	$7,585,089
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,934
Total interest from all sources	2020-12-31	$113,827
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$57,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$57,746
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$317,635
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$159,233
Other income not declared elsewhere	2020-12-31	$742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,129,406
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,714,495
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,585,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,844,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,441,412
Value of interest in pooled separate accounts at end of year	2020-12-31	$63,313
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$166,518
Interest earned on other investments	2020-12-31	$113,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,807,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,977,159
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$93,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$834,641
Net investment gain/loss from pooled separate accounts	2020-12-31	$-1,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$212,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$468,391
Contract administrator fees	2020-12-31	$3,934
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2020-12-31	952036255
2019 : TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,276,119
Total income from all sources (including contributions)	2019-12-31	$1,276,119
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$180,474
Total of all expenses incurred	2019-12-31	$180,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$180,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$180,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$375,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$375,406
Value of total assets at end of year	2019-12-31	$7,585,089
Value of total assets at end of year	2019-12-31	$7,585,089
Value of total assets at beginning of year	2019-12-31	$6,489,444
Value of total assets at beginning of year	2019-12-31	$6,489,444
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$114,476
Total interest from all sources	2019-12-31	$114,476
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$155,603
Amount contributed by the employer to the plan for this plan year	2019-12-31	$155,603
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$219,803
Contributions received from participants	2019-12-31	$219,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,095,645
Value of net income/loss	2019-12-31	$1,095,645
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,585,089
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,585,089
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,489,444
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,489,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,441,412
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,441,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,432,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,432,531
Value of interest in pooled separate accounts at end of year	2019-12-31	$166,518
Value of interest in pooled separate accounts at end of year	2019-12-31	$166,518
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$127,436
Interest earned on other investments	2019-12-31	$114,476
Interest earned on other investments	2019-12-31	$114,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,977,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,977,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,929,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,929,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$777,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$777,859
Net investment gain/loss from pooled separate accounts	2019-12-31	$8,378
Net investment gain/loss from pooled separate accounts	2019-12-31	$8,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$155,603
Contributions received in cash from employer	2019-12-31	$155,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$180,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$180,474
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2019-12-31	952036255
Accountancy firm EIN	2019-12-31	952036255
2018 : TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$631,284
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$575,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$575,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$759,849
Value of total assets at end of year	2018-12-31	$6,489,444
Value of total assets at beginning of year	2018-12-31	$6,433,168
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$120,199
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$164,061
Amount contributed by the employer to the plan for this plan year	2018-12-31	$164,061
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$222,186
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$373,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$56,276
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,489,444
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,433,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,432,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,314,010
Value of interest in pooled separate accounts at end of year	2018-12-31	$127,436
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$66,325
Interest earned on other investments	2018-12-31	$120,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,929,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,052,833
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$116,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-253,589
Net investment gain/loss from pooled separate accounts	2018-12-31	$4,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$164,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$458,091
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2018-12-31	952036255
2017 : TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,124,985
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,432,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,432,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$394,117
Value of total assets at end of year	2017-12-31	$6,433,168
Value of total assets at beginning of year	2017-12-31	$6,740,570
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$118,739
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$164,283
Amount contributed by the employer to the plan for this plan year	2017-12-31	$164,283
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$229,386
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-307,402
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,433,168
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,740,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,314,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,643,890
Value of interest in pooled separate accounts at end of year	2017-12-31	$66,325
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$101,723
Interest earned on other investments	2017-12-31	$118,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,052,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,994,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$608,310
Net investment gain/loss from pooled separate accounts	2017-12-31	$3,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$164,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,432,387
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2017-12-31	952036255
2016 : TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$820,595
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$779,949
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$222,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$222,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$419,268
Value of total assets at end of year	2016-12-31	$6,740,570
Value of total assets at beginning of year	2016-12-31	$5,362,581
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$125,121
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$325,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$169,456
Amount contributed by the employer to the plan for this plan year	2016-12-31	$169,456
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$248,629
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$557,394
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,740,570
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,362,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,643,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,714,336
Value of interest in pooled separate accounts at end of year	2016-12-31	$101,723
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$65,267
Interest earned on other investments	2016-12-31	$125,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,994,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,582,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$231,123
Net investment gain/loss from pooled separate accounts	2016-12-31	$4,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$169,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$222,555
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2016-12-31	952036255

Form 5500 Responses for TURNING POINT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

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

Insurance Providers Used on plan

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

Policy contract number

386497

Policy instance

Insurance contract or identification number	386497
Number of Individuals Covered	135
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
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 number

386497

Policy instance

Insurance contract or identification number	386497
Number of Individuals Covered	141
Insurance policy start date	2021-01-01
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
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 number

386497

Policy instance

Insurance contract or identification number	386497
Number of Individuals Covered	156
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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
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 number

386497

Policy instance

Insurance contract or identification number	386497
Number of Individuals Covered	162
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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
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 number

386497

Policy instance

Insurance contract or identification number	386497
Number of Individuals Covered	158
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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
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 number

386497

Policy instance

Insurance contract or identification number	386497
Number of Individuals Covered	145
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MWLA, INC.
Employer identification number (EIN):	952668485
NAIC Classification:	611000

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1970-10-16
Company Identification Number:	C0609615
Legal Registered Office Address:	4030 Weslin Avenue Sherman Oaks United States of America (USA) 91423