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INTERNATIONAL SCHOOL OF ABERDEEN ROTH 401(K) PLAN 401k Plan overview

Plan NameINTERNATIONAL SCHOOL OF ABERDEEN ROTH 401(K) PLAN
Plan identification number 003

INTERNATIONAL SCHOOL OF ABERDEEN ROTH 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

INTERNATIONAL SCHOOL OF ABERDEEN has sponsored the creation of one or more 401k plans.

Company Name:INTERNATIONAL SCHOOL OF ABERDEEN
Employer identification number (EIN):980138427
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL SCHOOL OF ABERDEEN ROTH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01KATHLEEN SCOTT2024-05-17
0032022-01-01KATHLEEN SCOTT2023-07-24
0032021-01-01KATHLEEN SCOTT2022-06-09
0032020-01-01KATHLEEN SCOTT2021-06-29
0032019-01-01KATHLEEN SCOTT2020-07-24
0032018-01-01LESLEY BLACKSTOCK2019-07-18
0032017-01-01LESLEY BLACKSTOCK2018-07-03
0032016-01-01LESLEY BLACKSTOCK2017-05-08
0032015-01-01LESLEY BLACKSTOCK2016-09-06
0032014-01-01LESLEY BLACKSTOCK2015-07-22
0032013-01-01LESLEY BLACKSTOCK2014-09-23
0032012-01-01LESLEY BLACKSTOCK2013-05-22
0032010-01-01LESLEY BLACKSTOCK2011-07-26

Financial Data on INTERNATIONAL SCHOOL OF ABERDEEN ROTH 401(K) PLAN

Measure Date Value
2025 : INTERNATIONAL SCHOOL OF ABERDEEN ROTH 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-05-050
Total liabilities as of the beginning of the plan year2025-05-050
Total expenses incurred by plan in this plan year2025-05-0525229
Net assets as of the end of the plan year2025-05-053824857
Total assets as of the beginning of the plan year2025-05-053179570
Value of plan covered by a fidelity bond2025-05-05320000
Participant contributions to plan in this plan year2025-05-0551817
Other income to plan in this plan year2025-05-05541027
Plan net income in this plan year2025-05-05645287
Net assets as of the end of the plan year2025-05-053824857
Net assets as of the beginning of the plan year2025-05-053179570
Employer contributions to plan in this plan year2025-05-0577672
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-0525229
2024 : INTERNATIONAL SCHOOL OF ABERDEEN ROTH 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-170
Total liabilities as of the end of the plan year2024-05-170
Total liabilities as of the beginning of the plan year2024-05-170
Total expenses incurred by plan in this plan year2024-05-1748334
Net assets as of the end of the plan year2024-05-173179570
Total assets as of the beginning of the plan year2024-05-172567819
Value of plan covered by a fidelity bond2024-05-17300000
Participant contributions to plan in this plan year2024-05-1747455
Other expenses paid from plan in this plan year2024-05-170
Other contributions to plan in this plan year2024-05-170
Other income to plan in this plan year2024-05-17541223
Plan net income in this plan year2024-05-17611751
Net assets as of the end of the plan year2024-05-173179570
Net assets as of the beginning of the plan year2024-05-172567819
Employer contributions to plan in this plan year2024-05-1771407
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-1720756
2022 : INTERNATIONAL SCHOOL OF ABERDEEN ROTH 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-090
Total liabilities as of the end of the plan year2022-06-090
Total liabilities as of the beginning of the plan year2022-06-090
Total expenses incurred by plan in this plan year2022-06-09206637
Net assets as of the end of the plan year2022-06-093111777
Total assets as of the beginning of the plan year2022-06-092726376
Value of plan covered by a fidelity bond2022-06-09280000
Participant contributions to plan in this plan year2022-06-0977386
Other expenses paid from plan in this plan year2022-06-090
Other contributions to plan in this plan year2022-06-090
Other income to plan in this plan year2022-06-09432870
Plan net income in this plan year2022-06-09385401
Net assets as of the end of the plan year2022-06-093111777
Net assets as of the beginning of the plan year2022-06-092726376
Employer contributions to plan in this plan year2022-06-0981782
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-0921322

Potentially related plans

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