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TAX DEFERRED ANNUITY PLAN OF SCHOOL ON WHEELS, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF SCHOOL ON WHEELS, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF SCHOOL ON WHEELS, INC. Benefits

401k Plan TypeDefined 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SCHOOL ON WHEELS, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF SCHOOL ON WHEELS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WINNIE STROHMEYER2024-05-30
0012022-01-01SEAN POTENTIER2023-07-28 SEAN POTENTIER2023-07-28
0012021-01-01SEAN MICHAEL POTENTIER2022-03-14
0012020-01-01SEAN MICHAEL POTENTIER2021-03-15
0012019-01-01SEAN MICHAEL POTENTIER2020-07-23
0012018-01-01CATHERINE MEEK2019-05-09
0012017-01-01CATHERINE MEEK2018-07-19 CATHERINE MEEK2018-07-19
0012017-01-01CATHERINE MEEK2019-03-01
0012017-01-01CATHERINE MEEK2019-03-01
0012016-01-01LISA OLMSTEAD2017-03-31 LISA OLMSTEAD2017-03-31
0012015-01-01JENNIFER URICK2016-05-20 JENNIFER URICK2016-05-20
0012014-01-01JENNIFER URICK2015-07-30 JENNIFER URICK2015-07-30
0012013-01-01CATHERINE MEEK2014-06-18 CATHERINE MEEK2014-06-18
0012012-01-01CATHERINE MEEK2013-06-21
0012011-01-01CATHERNE MEEK2012-07-27 CATHERINE MEEK2012-07-27
0012010-01-01DARLENE STURGEON2012-12-02

Financial Data on TAX DEFERRED ANNUITY PLAN OF SCHOOL ON WHEELS, INC.

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 year2025-10-210
Total liabilities as of the end of the plan year2025-10-210
Total liabilities as of the beginning of the plan year2025-10-210
Total expenses incurred by plan in this plan year2025-10-21234143
Net assets as of the end of the plan year2025-10-21867196
Total assets as of the beginning of the plan year2025-10-21841601
Value of plan covered by a fidelity bond2025-10-2140000
Participant contributions to plan in this plan year2025-10-21116723
Other expenses paid from plan in this plan year2025-10-210
Other contributions to plan in this plan year2025-10-210
Other income to plan in this plan year2025-10-21111160
Plan net income in this plan year2025-10-2125595
Net assets as of the end of the plan year2025-10-21867196
Net assets as of the beginning of the plan year2025-10-21841601
Employer contributions to plan in this plan year2025-10-2131855
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-219707
2024 : TAX DEFERRED ANNUITY PLAN OF SCHOOL ON WHEELS, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-300
Total liabilities as of the end of the plan year2024-05-300
Total liabilities as of the beginning of the plan year2024-05-300
Total expenses incurred by plan in this plan year2024-05-3048205
Net assets as of the end of the plan year2024-05-30841601
Total assets as of the beginning of the plan year2024-05-30627006
Value of plan covered by a fidelity bond2024-05-3040000
Participant contributions to plan in this plan year2024-05-30107855
Other expenses paid from plan in this plan year2024-05-300
Other contributions to plan in this plan year2024-05-307261
Other income to plan in this plan year2024-05-30127945
Plan net income in this plan year2024-05-30214595
Net assets as of the end of the plan year2024-05-30841601
Net assets as of the beginning of the plan year2024-05-30627006
Value of contributions failed to transmitted timely2024-05-3080
Employer contributions to plan in this plan year2024-05-3019739
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-306810
2022 : TAX DEFERRED ANNUITY PLAN OF SCHOOL ON WHEELS, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-140
Total liabilities as of the end of the plan year2022-03-140
Total liabilities as of the beginning of the plan year2022-03-140
Total expenses incurred by plan in this plan year2022-03-1427801
Net assets as of the end of the plan year2022-03-14770904
Total assets as of the beginning of the plan year2022-03-14570933
Value of plan covered by a fidelity bond2022-03-1428000
Participant contributions to plan in this plan year2022-03-14112862
Other expenses paid from plan in this plan year2022-03-14213
Other contributions to plan in this plan year2022-03-141083
Other income to plan in this plan year2022-03-14102921
Plan net income in this plan year2022-03-14199971
Net assets as of the end of the plan year2022-03-14770904
Net assets as of the beginning of the plan year2022-03-14570933
Employer contributions to plan in this plan year2022-03-1410906
Fees paid to broker by Benefit Provider2022-03-14237

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