401k Plan data: EPISCOPAL DAY SCHOOL, INC. plan

EPISCOPAL DAY SCHOOL, INC. 401k Plan overview

Plan Name	EPISCOPAL DAY SCHOOL, INC.
Plan identification number	002

EPISCOPAL DAY SCHOOL, INC. Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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

EPISCOPAL DAY SCHOOL INC. has sponsored the creation of one or more 401k plans.

Company Name: EPISCOPAL DAY SCHOOL INC.

Employer identification number (EIN): 030518244

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EPISCOPAL DAY SCHOOL, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ANGELA SCOTT ANGELA SCOTT 2018-07-31
002 2016-01-01 ANGELA SCOTT ANGELA SCOTT 2017-07-31
002 2015-01-01 ANGELA SCOTT ANGELA SCOTT 2016-07-05
002 2014-01-01 ANGELA SCOTT ANGELA SCOTT 2015-07-15
002 2013-01-01 ANGELA SCOTT
002 2012-01-01 ANGELA SCOTT ANGELA SCOTT 2013-07-30
002 2011-01-01 ANGELA SCOTT

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	ANGELA SCOTT	ANGELA SCOTT	2018-07-31
002	2016-01-01	ANGELA SCOTT	ANGELA SCOTT	2017-07-31
002	2015-01-01	ANGELA SCOTT	ANGELA SCOTT	2016-07-05
002	2014-01-01	ANGELA SCOTT	ANGELA SCOTT	2015-07-15
002	2013-01-01	ANGELA SCOTT
002	2012-01-01	ANGELA SCOTT	ANGELA SCOTT	2013-07-30
002	2011-01-01	ANGELA SCOTT

Plan Statistics for EPISCOPAL DAY SCHOOL, INC.

401k plan membership statisitcs for EPISCOPAL DAY SCHOOL, INC.

Measure Date Value
2022: EPISCOPAL DAY SCHOOL, INC. 2022 401k membership
Total participants, beginning-of-year 2022-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 36
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 3
Total of all active and inactive participants 2022-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 39
Number of participants with account balances 2022-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: EPISCOPAL DAY SCHOOL, INC. 2021 401k membership
Total participants, beginning-of-year 2021-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 31
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 3
Total of all active and inactive participants 2021-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 34
Number of participants with account balances 2021-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: EPISCOPAL DAY SCHOOL, INC. 2020 401k membership
Total participants, beginning-of-year 2020-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 31
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 2
Total of all active and inactive participants 2020-01-01 33
Total participants 2020-01-01 33
Number of participants with account balances 2020-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: EPISCOPAL DAY SCHOOL, INC. 2019 401k membership
Total participants, beginning-of-year 2019-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 29
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 32
Total participants 2019-01-01 32
Number of participants with account balances 2019-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: EPISCOPAL DAY SCHOOL, INC. 2018 401k membership
Total participants, beginning-of-year 2018-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 30
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 3
Total of all active and inactive participants 2018-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 33
Number of participants with account balances 2018-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: EPISCOPAL DAY SCHOOL, INC. 2017 401k membership
Total participants, beginning-of-year 2017-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 32
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 4
Total of all active and inactive participants 2017-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 36
Number of participants with account balances 2017-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: EPISCOPAL DAY SCHOOL, INC. 2016 401k membership
Total participants, beginning-of-year 2016-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 29
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 4
Total of all active and inactive participants 2016-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 33
Number of participants with account balances 2016-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: EPISCOPAL DAY SCHOOL, INC. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 29
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 33
Number of participants with account balances 2015-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EPISCOPAL DAY SCHOOL, INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 8
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EPISCOPAL DAY SCHOOL, INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EPISCOPAL DAY SCHOOL, INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 9
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: EPISCOPAL DAY SCHOOL, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: EPISCOPAL DAY SCHOOL, INC. 2022 401k membership
Total participants, beginning-of-year	2022-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	36
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	3
Total of all active and inactive participants	2022-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	39
Number of participants with account balances	2022-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: EPISCOPAL DAY SCHOOL, INC. 2021 401k membership
Total participants, beginning-of-year	2021-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	31
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	3
Total of all active and inactive participants	2021-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	34
Number of participants with account balances	2021-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: EPISCOPAL DAY SCHOOL, INC. 2020 401k membership
Total participants, beginning-of-year	2020-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	31
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	2
Total of all active and inactive participants	2020-01-01	33
Total participants	2020-01-01	33
Number of participants with account balances	2020-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: EPISCOPAL DAY SCHOOL, INC. 2019 401k membership
Total participants, beginning-of-year	2019-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	29
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	32
Total participants	2019-01-01	32
Number of participants with account balances	2019-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: EPISCOPAL DAY SCHOOL, INC. 2018 401k membership
Total participants, beginning-of-year	2018-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	30
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	3
Total of all active and inactive participants	2018-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	33
Number of participants with account balances	2018-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: EPISCOPAL DAY SCHOOL, INC. 2017 401k membership
Total participants, beginning-of-year	2017-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	32
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	4
Total of all active and inactive participants	2017-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	36
Number of participants with account balances	2017-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: EPISCOPAL DAY SCHOOL, INC. 2016 401k membership
Total participants, beginning-of-year	2016-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	29
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	4
Total of all active and inactive participants	2016-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	33
Number of participants with account balances	2016-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: EPISCOPAL DAY SCHOOL, INC. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	29
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	33
Number of participants with account balances	2015-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EPISCOPAL DAY SCHOOL, INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	8
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EPISCOPAL DAY SCHOOL, INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EPISCOPAL DAY SCHOOL, INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	9
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: EPISCOPAL DAY SCHOOL, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on EPISCOPAL DAY SCHOOL, INC.

Measure	Date	Value
2022 : EPISCOPAL DAY SCHOOL, INC. 2022 401k financial data
Total income from all sources	2022-12-31	$-118,220
Expenses. Total of all expenses incurred	2022-12-31	$17,787
Benefits paid (including direct rollovers)	2022-12-31	$17,787
Total plan assets at end of year	2022-12-31	$1,846,841
Total plan assets at beginning of year	2022-12-31	$1,982,848
Total contributions received or receivable from participants	2022-12-31	$57,977
Other income received	2022-12-31	$-245,628
Net income (gross income less expenses)	2022-12-31	$-136,007
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,846,841
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,982,848
Total contributions received or receivable from employer(s)	2022-12-31	$69,431
2021 : EPISCOPAL DAY SCHOOL, INC. 2021 401k financial data
Total income from all sources	2021-12-31	$310,287
Expenses. Total of all expenses incurred	2021-12-31	$45,057
Benefits paid (including direct rollovers)	2021-12-31	$45,057
Total plan assets at end of year	2021-12-31	$1,982,848
Total plan assets at beginning of year	2021-12-31	$1,717,618
Total contributions received or receivable from participants	2021-12-31	$48,328
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$188,449
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$265,230
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,982,848
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,717,618
Total contributions received or receivable from employer(s)	2021-12-31	$73,510
2020 : EPISCOPAL DAY SCHOOL, INC. 2020 401k financial data
Total income from all sources	2020-12-31	$284,656
Expenses. Total of all expenses incurred	2020-12-31	$72,778
Benefits paid (including direct rollovers)	2020-12-31	$72,778
Total plan assets at end of year	2020-12-31	$1,717,618
Total plan assets at beginning of year	2020-12-31	$1,505,740
Total contributions received or receivable from participants	2020-12-31	$37,511
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$184,908
Net income (gross income less expenses)	2020-12-31	$211,878
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,717,618
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,505,740
Total contributions received or receivable from employer(s)	2020-12-31	$62,237
2019 : EPISCOPAL DAY SCHOOL, INC. 2019 401k financial data
Total income from all sources	2019-12-31	$314,782
Expenses. Total of all expenses incurred	2019-12-31	$166,133
Benefits paid (including direct rollovers)	2019-12-31	$166,133
Total plan assets at end of year	2019-12-31	$1,505,740
Total plan assets at beginning of year	2019-12-31	$1,357,091
Total contributions received or receivable from participants	2019-12-31	$38,332
Other income received	2019-12-31	$209,706
Net income (gross income less expenses)	2019-12-31	$148,649
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,505,740
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,357,091
Total contributions received or receivable from employer(s)	2019-12-31	$66,744
2018 : EPISCOPAL DAY SCHOOL, INC. 2018 401k financial data
Total income from all sources	2018-12-31	$87,175
Expenses. Total of all expenses incurred	2018-12-31	$181,720
Benefits paid (including direct rollovers)	2018-12-31	$180,427
Total plan assets at end of year	2018-12-31	$1,357,091
Total plan assets at beginning of year	2018-12-31	$1,451,636
Total contributions received or receivable from participants	2018-12-31	$40,390
Expenses. Other expenses not covered elsewhere	2018-12-31	$1,293
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-32,407
Net income (gross income less expenses)	2018-12-31	$-94,545
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,357,091
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,451,636
Total contributions received or receivable from employer(s)	2018-12-31	$79,192
2017 : EPISCOPAL DAY SCHOOL, INC. 2017 401k financial data
Total income from all sources	2017-12-31	$265,814
Expenses. Total of all expenses incurred	2017-12-31	$31,497
Benefits paid (including direct rollovers)	2017-12-31	$31,497
Total plan assets at end of year	2017-12-31	$1,451,636
Total plan assets at beginning of year	2017-12-31	$1,217,319
Total contributions received or receivable from participants	2017-12-31	$28,584
Contributions received from other sources (not participants or employers)	2017-12-31	$5,364
Other income received	2017-12-31	$173,617
Net income (gross income less expenses)	2017-12-31	$234,317
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,451,636
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,217,319
Total contributions received or receivable from employer(s)	2017-12-31	$58,249
2016 : EPISCOPAL DAY SCHOOL, INC. 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total income from all sources	2016-12-31	$155,801
Expenses. Total of all expenses incurred	2016-12-31	$37,424
Benefits paid (including direct rollovers)	2016-12-31	$37,424
Total plan assets at end of year	2016-12-31	$1,217,319
Total plan assets at beginning of year	2016-12-31	$1,098,942
Total contributions received or receivable from participants	2016-12-31	$29,906
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$67,003
Net income (gross income less expenses)	2016-12-31	$118,377
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,217,319
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,098,942
Total contributions received or receivable from employer(s)	2016-12-31	$58,892
2015 : EPISCOPAL DAY SCHOOL, INC. 2015 401k financial data
Total income from all sources	2015-12-31	$108,124
Expenses. Total of all expenses incurred	2015-12-31	$300,352
Benefits paid (including direct rollovers)	2015-12-31	$299,851
Total plan assets at end of year	2015-12-31	$1,098,941
Total plan assets at beginning of year	2015-12-31	$1,291,169
Total contributions received or receivable from participants	2015-12-31	$27,200
Expenses. Other expenses not covered elsewhere	2015-12-31	$501
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$27,953
Net income (gross income less expenses)	2015-12-31	$-192,228
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,098,941
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,291,169
Total contributions received or receivable from employer(s)	2015-12-31	$52,971
2014 : EPISCOPAL DAY SCHOOL, INC. 2014 401k financial data
Total income from all sources	2014-12-31	$8,485
Expenses. Total of all expenses incurred	2014-12-31	$4,602
Benefits paid (including direct rollovers)	2014-12-31	$4,602
Total plan assets at end of year	2014-12-31	$154,781
Total plan assets at beginning of year	2014-12-31	$150,898
Other income received	2014-12-31	$8,485
Net income (gross income less expenses)	2014-12-31	$3,883
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$154,781
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$150,898
2013 : EPISCOPAL DAY SCHOOL, INC. 2013 401k financial data
Total income from all sources	2013-12-31	$16,910
Expenses. Total of all expenses incurred	2013-12-31	$4,602
Benefits paid (including direct rollovers)	2013-12-31	$4,602
Total plan assets at end of year	2013-12-31	$150,899
Total plan assets at beginning of year	2013-12-31	$138,591
Other income received	2013-12-31	$16,910
Net income (gross income less expenses)	2013-12-31	$12,308
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$150,899
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$138,591
2012 : EPISCOPAL DAY SCHOOL, INC. 2012 401k financial data
Total income from all sources	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$2,723
Total plan assets at beginning of year	2012-12-31	$2,723
Total contributions received or receivable from participants	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,723
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,723
Total contributions received or receivable from employer(s)	2012-12-31	$0
2011 : EPISCOPAL DAY SCHOOL, INC. 2011 401k financial data
Total income from all sources	2011-12-31	$2,723
Total plan assets at end of year	2011-12-31	$2,723
Total plan assets at beginning of year	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$2,723
Other income received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$2,723
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,723
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0

Form 5500 Responses for EPISCOPAL DAY SCHOOL, INC.

2022: EPISCOPAL DAY SCHOOL, INC. 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EPISCOPAL DAY SCHOOL, INC. 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EPISCOPAL DAY SCHOOL, INC. 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EPISCOPAL DAY SCHOOL, INC. 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EPISCOPAL DAY SCHOOL, INC. 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EPISCOPAL DAY SCHOOL, INC. 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EPISCOPAL DAY SCHOOL, INC. 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EPISCOPAL DAY SCHOOL, INC. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EPISCOPAL DAY SCHOOL, INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EPISCOPAL DAY SCHOOL, INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EPISCOPAL DAY SCHOOL, INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EPISCOPAL DAY SCHOOL, INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

335002

Policy instance

Insurance contract or identification number	335002
Number of Individuals Covered	38
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

335002

Policy instance

Insurance contract or identification number	335002
Number of Individuals Covered	33
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

335002

Policy instance

Insurance contract or identification number	335002
Number of Individuals Covered	32
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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	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

335002

Policy instance

Insurance contract or identification number	335002
Number of Individuals Covered	31
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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	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

335002

Policy instance

Insurance contract or identification number	335002
Number of Individuals Covered	35
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

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Company Name:	EPISCOPAL DAY SCHOOL INC.
Employer identification number (EIN):	030518244
NAIC Classification:	611000