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TABOR ACADEMY PENSION PLAN 401k Plan overview

Plan NameTABOR ACADEMY PENSION PLAN
Plan identification number 001

TABOR ACADEMY PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

TABOR ACADEMY has sponsored the creation of one or more 401k plans.

Company Name:TABOR ACADEMY
Employer identification number (EIN):042103632
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TABOR ACADEMY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01JAMES BONSEY2024-12-17
0012022-07-01JAMES BONSEY2024-01-30
0012021-07-01STEPHEN SANFORD2023-01-27
0012020-07-01STEPHEN SANFORD2022-01-21
0012019-07-01STEPHEN SANFORD2021-01-25
0012018-07-01STEPHEN SANFORD2020-01-17
0012017-07-01STEPHEN SANFORD2018-11-30
0012016-07-01AMY ROUSSEL2018-01-23
0012015-07-01CHRIS WINSLOW2017-04-06
0012014-07-01CHRISTOPHER WINSLOW2016-04-08 CHRISTOPHER WINSLOW2016-04-08
0012013-07-01CHRISTOPHER WINSLOW2015-03-20 CHRISTOPHER WINSLOW2015-03-20
0012012-07-01PAUL WHITE2014-04-10 PAUL WHITE2014-04-10
0012011-07-01PAUL WHITE2013-04-10 PAUL WHITE2013-04-10
0012010-07-01PAUL WHITE2012-04-12
0012008-07-01PAUL WHITE
0012007-07-01PAUL WHITE

Financial Data on TABOR ACADEMY PENSION PLAN

Measure Date Value
2025 : TABOR ACADEMY PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-123122998
Net assets as of the end of the plan year2025-05-120
Total assets as of the beginning of the plan year2025-05-122924074
Value of plan covered by a fidelity bond2025-05-121000000
Other income to plan in this plan year2025-05-1224807
Plan net income in this plan year2025-05-12-2924074
Net assets as of the end of the plan year2025-05-120
Net assets as of the beginning of the plan year2025-05-122924074
Employer contributions to plan in this plan year2025-05-12174117
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-12481621
2024 : TABOR ACADEMY PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-12-17250901
Net assets as of the end of the plan year2024-12-172924074
Total assets as of the beginning of the plan year2024-12-172891536
Value of plan covered by a fidelity bond2024-12-171000000
Other income to plan in this plan year2024-12-17283439
Plan net income in this plan year2024-12-1732538
Net assets as of the end of the plan year2024-12-172924074
Net assets as of the beginning of the plan year2024-12-172891536
2008 : TABOR ACADEMY PENSION PLAN 2008 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-06-30$0

Form 5500 Responses for TABOR ACADEMY PENSION PLAN

2008: TABOR ACADEMY PENSION PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – TrustYes
2007: TABOR ACADEMY PENSION PLAN 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – TrustYes

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