| Plan Name | TAX DEFERRED ANNUITY PLAN OF SCHOOL ON WHEELS, INC. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SCHOOL ON WHEELS, INC. |
| Employer identification number (EIN): | 954422640 |
| NAIC Classification: | 611000 |
Additional information about SCHOOL ON WHEELS, INC.
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 1993-04-15 |
| Company Identification Number: | C1842349 |
| Legal Registered Office Address: |
83 S. Palm St. Ventura United States of America (USA) 93001 |
More information about SCHOOL ON WHEELS, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | WINNIE STROHMEYER | 2024-05-30 | ||
| 001 | 2022-01-01 | SEAN POTENTIER | 2023-07-28 | SEAN POTENTIER | 2023-07-28 |
| 001 | 2021-01-01 | SEAN MICHAEL POTENTIER | 2022-03-14 | ||
| 001 | 2020-01-01 | SEAN MICHAEL POTENTIER | 2021-03-15 | ||
| 001 | 2019-01-01 | SEAN MICHAEL POTENTIER | 2020-07-23 | ||
| 001 | 2018-01-01 | CATHERINE MEEK | 2019-05-09 | ||
| 001 | 2017-01-01 | CATHERINE MEEK | 2018-07-19 | CATHERINE MEEK | 2018-07-19 |
| 001 | 2017-01-01 | CATHERINE MEEK | 2019-03-01 | ||
| 001 | 2017-01-01 | CATHERINE MEEK | 2019-03-01 | ||
| 001 | 2016-01-01 | LISA OLMSTEAD | 2017-03-31 | LISA OLMSTEAD | 2017-03-31 |
| 001 | 2015-01-01 | JENNIFER URICK | 2016-05-20 | JENNIFER URICK | 2016-05-20 |
| 001 | 2014-01-01 | JENNIFER URICK | 2015-07-30 | JENNIFER URICK | 2015-07-30 |
| 001 | 2013-01-01 | CATHERINE MEEK | 2014-06-18 | CATHERINE MEEK | 2014-06-18 |
| 001 | 2012-01-01 | CATHERINE MEEK | 2013-06-21 | ||
| 001 | 2011-01-01 | CATHERNE MEEK | 2012-07-27 | CATHERINE MEEK | 2012-07-27 |
| 001 | 2010-01-01 | DARLENE STURGEON | 2012-12-02 |
| Measure | Date | Value |
|---|---|---|
| 2025 : TAX DEFERRED ANNUITY PLAN OF SCHOOL ON WHEELS, INC. 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-10-21 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-21 | 234143 |
| Net assets as of the end of the plan year | 2025-10-21 | 867196 |
| Total assets as of the beginning of the plan year | 2025-10-21 | 841601 |
| Value of plan covered by a fidelity bond | 2025-10-21 | 40000 |
| Participant contributions to plan in this plan year | 2025-10-21 | 116723 |
| Other expenses paid from plan in this plan year | 2025-10-21 | 0 |
| Other contributions to plan in this plan year | 2025-10-21 | 0 |
| Other income to plan in this plan year | 2025-10-21 | 111160 |
| Plan net income in this plan year | 2025-10-21 | 25595 |
| Net assets as of the end of the plan year | 2025-10-21 | 867196 |
| Net assets as of the beginning of the plan year | 2025-10-21 | 841601 |
| Employer contributions to plan in this plan year | 2025-10-21 | 31855 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-21 | 9707 |
| 2024 : TAX DEFERRED ANNUITY PLAN OF SCHOOL ON WHEELS, INC. 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-05-30 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-30 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-30 | 48205 |
| Net assets as of the end of the plan year | 2024-05-30 | 841601 |
| Total assets as of the beginning of the plan year | 2024-05-30 | 627006 |
| Value of plan covered by a fidelity bond | 2024-05-30 | 40000 |
| Participant contributions to plan in this plan year | 2024-05-30 | 107855 |
| Other expenses paid from plan in this plan year | 2024-05-30 | 0 |
| Other contributions to plan in this plan year | 2024-05-30 | 7261 |
| Other income to plan in this plan year | 2024-05-30 | 127945 |
| Plan net income in this plan year | 2024-05-30 | 214595 |
| Net assets as of the end of the plan year | 2024-05-30 | 841601 |
| Net assets as of the beginning of the plan year | 2024-05-30 | 627006 |
| Value of contributions failed to transmitted timely | 2024-05-30 | 80 |
| Employer contributions to plan in this plan year | 2024-05-30 | 19739 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-30 | 6810 |
| 2022 : TAX DEFERRED ANNUITY PLAN OF SCHOOL ON WHEELS, INC. 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-03-14 | 0 |
| Total liabilities as of the end of the plan year | 2022-03-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-03-14 | 0 |
| Total expenses incurred by plan in this plan year | 2022-03-14 | 27801 |
| Net assets as of the end of the plan year | 2022-03-14 | 770904 |
| Total assets as of the beginning of the plan year | 2022-03-14 | 570933 |
| Value of plan covered by a fidelity bond | 2022-03-14 | 28000 |
| Participant contributions to plan in this plan year | 2022-03-14 | 112862 |
| Other expenses paid from plan in this plan year | 2022-03-14 | 213 |
| Other contributions to plan in this plan year | 2022-03-14 | 1083 |
| Other income to plan in this plan year | 2022-03-14 | 102921 |
| Plan net income in this plan year | 2022-03-14 | 199971 |
| Net assets as of the end of the plan year | 2022-03-14 | 770904 |
| Net assets as of the beginning of the plan year | 2022-03-14 | 570933 |
| Employer contributions to plan in this plan year | 2022-03-14 | 10906 |
| Fees paid to broker by Benefit Provider | 2022-03-14 | 237 |