401k Plan data: MIDDLESEX SCHOOL SAVINGS PLAN plan

MIDDLESEX SCHOOL SAVINGS PLAN 401k Plan overview

Plan Name	MIDDLESEX SCHOOL SAVINGS PLAN
Plan identification number	003

MIDDLESEX SCHOOL SAVINGS PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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

MIDDLESEX SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: MIDDLESEX SCHOOL

Employer identification number (EIN): 042103821

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDDLESEX SCHOOL SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-09-01 THERESE CUNNINGHAM 2023-06-03
003 2020-09-01 THERESE CUNNNINGHAM 2022-06-05
003 2019-09-01 THERESE CUNNNINGHAM 2021-05-24
003 2018-09-01
003 2017-09-01
003 2016-09-01 THERESE CUNNINGHAM THERESE CUNNINGHAM 2018-04-13
003 2015-09-01 THERESE CUNNINGHAM THERESE CUNNINGHAM 2017-03-23
003 2014-09-01 THERESE CUNNINGHAM THERESE CUNNINGHAM 2016-06-10
003 2013-09-01 THERESE CUNNINGHAM THERESE CUNNINGHAM 2015-06-09
003 2012-09-01 THERESE CUNNINGHAM THERESE CUNNINGHAM 2014-06-10
003 2011-09-01 THERESE CUNNINGHAM THERESE CUNNINGHAM 2013-06-14
003 2009-09-01 THERESE CUNNINGHAM
003 2009-09-01 THERESE CUNNINGHAM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-09-01	THERESE CUNNINGHAM	2023-06-03
003	2020-09-01	THERESE CUNNNINGHAM	2022-06-05
003	2019-09-01	THERESE CUNNNINGHAM	2021-05-24
003	2018-09-01
003	2017-09-01
003	2016-09-01	THERESE CUNNINGHAM		THERESE CUNNINGHAM	2018-04-13
003	2015-09-01	THERESE CUNNINGHAM		THERESE CUNNINGHAM	2017-03-23
003	2014-09-01	THERESE CUNNINGHAM		THERESE CUNNINGHAM	2016-06-10
003	2013-09-01	THERESE CUNNINGHAM		THERESE CUNNINGHAM	2015-06-09
003	2012-09-01	THERESE CUNNINGHAM		THERESE CUNNINGHAM	2014-06-10
003	2011-09-01	THERESE CUNNINGHAM		THERESE CUNNINGHAM	2013-06-14
003	2009-09-01	THERESE CUNNINGHAM
003	2009-09-01	THERESE CUNNINGHAM

Plan Statistics for MIDDLESEX SCHOOL SAVINGS PLAN

401k plan membership statisitcs for MIDDLESEX SCHOOL SAVINGS PLAN

Measure Date Value
2021: MIDDLESEX SCHOOL SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 208
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 111
Number of retired or separated participants receiving benefits 2021-09-01 0
Number of other retired or separated participants entitled to future benefits 2021-09-01 82
Total of all active and inactive participants 2021-09-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-09-01 3
Total participants 2021-09-01 196
Number of participants with account balances 2021-09-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-09-01 0
2020: MIDDLESEX SCHOOL SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 219
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 128
Number of retired or separated participants receiving benefits 2020-09-01 0
Number of other retired or separated participants entitled to future benefits 2020-09-01 77
Total of all active and inactive participants 2020-09-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-09-01 3
Total participants 2020-09-01 208
Number of participants with account balances 2020-09-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-09-01 0
2019: MIDDLESEX SCHOOL SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 220
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 172
Number of retired or separated participants receiving benefits 2019-09-01 1
Number of other retired or separated participants entitled to future benefits 2019-09-01 46
Total of all active and inactive participants 2019-09-01 219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-09-01 0
Total participants 2019-09-01 219
Number of participants with account balances 2019-09-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-09-01 0
2018: MIDDLESEX SCHOOL SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 220
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 168
Number of retired or separated participants receiving benefits 2018-09-01 3
Number of other retired or separated participants entitled to future benefits 2018-09-01 49
Total of all active and inactive participants 2018-09-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-09-01 0
Total participants 2018-09-01 220
Number of participants with account balances 2018-09-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-09-01 0
2017: MIDDLESEX SCHOOL SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 201
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 157
Number of other retired or separated participants entitled to future benefits 2017-09-01 63
Total of all active and inactive participants 2017-09-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-09-01 0
Total participants 2017-09-01 220
Number of participants with account balances 2017-09-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-09-01 0
2016: MIDDLESEX SCHOOL SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 204
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 146
Number of other retired or separated participants entitled to future benefits 2016-09-01 55
Total of all active and inactive participants 2016-09-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 201
Number of participants with account balances 2016-09-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: MIDDLESEX SCHOOL SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 199
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 147
Number of retired or separated participants receiving benefits 2015-09-01 1
Number of other retired or separated participants entitled to future benefits 2015-09-01 56
Total of all active and inactive participants 2015-09-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 204
Number of participants with account balances 2015-09-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0
2014: MIDDLESEX SCHOOL SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 200
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 141
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 58
Total of all active and inactive participants 2014-09-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 199
Number of participants with account balances 2014-09-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: MIDDLESEX SCHOOL SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 185
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 141
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 59
Total of all active and inactive participants 2013-09-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 200
Number of participants with account balances 2013-09-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: MIDDLESEX SCHOOL SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 176
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 129
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 56
Total of all active and inactive participants 2012-09-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 185
Number of participants with account balances 2012-09-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: MIDDLESEX SCHOOL SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 168
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 128
Number of retired or separated participants receiving benefits 2011-09-01 1
Number of other retired or separated participants entitled to future benefits 2011-09-01 41
Total of all active and inactive participants 2011-09-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 6
Total participants 2011-09-01 176
Number of participants with account balances 2011-09-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0
2009: MIDDLESEX SCHOOL SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 165
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 114
Number of retired or separated participants receiving benefits 2009-09-01 1
Number of other retired or separated participants entitled to future benefits 2009-09-01 50
Total of all active and inactive participants 2009-09-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 3
Total participants 2009-09-01 168
Number of participants with account balances 2009-09-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 138
Number of employers contributing to the scheme 2009-09-01 0

Measure	Date	Value
2021: MIDDLESEX SCHOOL SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	208
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	111
Number of retired or separated participants receiving benefits	2021-09-01	0
Number of other retired or separated participants entitled to future benefits	2021-09-01	82
Total of all active and inactive participants	2021-09-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-09-01	3
Total participants	2021-09-01	196
Number of participants with account balances	2021-09-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-09-01	0
2020: MIDDLESEX SCHOOL SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	219
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	128
Number of retired or separated participants receiving benefits	2020-09-01	0
Number of other retired or separated participants entitled to future benefits	2020-09-01	77
Total of all active and inactive participants	2020-09-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-09-01	3
Total participants	2020-09-01	208
Number of participants with account balances	2020-09-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-09-01	0
2019: MIDDLESEX SCHOOL SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	220
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	172
Number of retired or separated participants receiving benefits	2019-09-01	1
Number of other retired or separated participants entitled to future benefits	2019-09-01	46
Total of all active and inactive participants	2019-09-01	219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-09-01	0
Total participants	2019-09-01	219
Number of participants with account balances	2019-09-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-09-01	0
2018: MIDDLESEX SCHOOL SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	220
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	168
Number of retired or separated participants receiving benefits	2018-09-01	3
Number of other retired or separated participants entitled to future benefits	2018-09-01	49
Total of all active and inactive participants	2018-09-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-09-01	0
Total participants	2018-09-01	220
Number of participants with account balances	2018-09-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-09-01	0
2017: MIDDLESEX SCHOOL SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	201
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	157
Number of other retired or separated participants entitled to future benefits	2017-09-01	63
Total of all active and inactive participants	2017-09-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-09-01	0
Total participants	2017-09-01	220
Number of participants with account balances	2017-09-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-09-01	0
2016: MIDDLESEX SCHOOL SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	204
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	146
Number of other retired or separated participants entitled to future benefits	2016-09-01	55
Total of all active and inactive participants	2016-09-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	201
Number of participants with account balances	2016-09-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: MIDDLESEX SCHOOL SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	199
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	147
Number of retired or separated participants receiving benefits	2015-09-01	1
Number of other retired or separated participants entitled to future benefits	2015-09-01	56
Total of all active and inactive participants	2015-09-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	204
Number of participants with account balances	2015-09-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0
2014: MIDDLESEX SCHOOL SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	200
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	141
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	58
Total of all active and inactive participants	2014-09-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	199
Number of participants with account balances	2014-09-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: MIDDLESEX SCHOOL SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	185
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	141
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	59
Total of all active and inactive participants	2013-09-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	200
Number of participants with account balances	2013-09-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: MIDDLESEX SCHOOL SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	176
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	129
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	56
Total of all active and inactive participants	2012-09-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	185
Number of participants with account balances	2012-09-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: MIDDLESEX SCHOOL SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	168
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	128
Number of retired or separated participants receiving benefits	2011-09-01	1
Number of other retired or separated participants entitled to future benefits	2011-09-01	41
Total of all active and inactive participants	2011-09-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	6
Total participants	2011-09-01	176
Number of participants with account balances	2011-09-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0
2009: MIDDLESEX SCHOOL SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	165
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	114
Number of retired or separated participants receiving benefits	2009-09-01	1
Number of other retired or separated participants entitled to future benefits	2009-09-01	50
Total of all active and inactive participants	2009-09-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	3
Total participants	2009-09-01	168
Number of participants with account balances	2009-09-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	138
Number of employers contributing to the scheme	2009-09-01	0

Financial Data on MIDDLESEX SCHOOL SAVINGS PLAN

Measure	Date	Value
2022 : MIDDLESEX SCHOOL SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total income from all sources (including contributions)	2022-08-31	$-2,041,354
Total loss/gain on sale of assets	2022-08-31	$0
Total of all expenses incurred	2022-08-31	$245,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$209,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$925,808
Value of total assets at end of year	2022-08-31	$18,522,399
Value of total assets at beginning of year	2022-08-31	$20,809,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$36,676
Total interest from all sources	2022-08-31	$13,916
Total dividends received (eg from common stock, registered investment company shares)	2022-08-31	$2,324,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-08-31	$2,324,440
Was this plan covered by a fidelity bond	2022-08-31	Yes
Value of fidelity bond cover	2022-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Contributions received from participants	2022-08-31	$909,005
Participant contributions at end of year	2022-08-31	$104,377
Participant contributions at beginning of year	2022-08-31	$76,283
Participant contributions at end of year	2022-08-31	$36,721
Participant contributions at beginning of year	2022-08-31	$39,946
Income. Received or receivable in cash from other sources (including rollovers)	2022-08-31	$16,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Value of net income/loss	2022-08-31	$-2,287,209
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$18,522,399
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$20,809,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-31	No
Were any leases to which the plan was party in default or uncollectible	2022-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-08-31	$17,878,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-08-31	$20,391,826
Interest on participant loans	2022-08-31	$2,993
Interest earned on other investments	2022-08-31	$10,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-08-31	$464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-08-31	$458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-08-31	$458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-08-31	$502,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-08-31	$301,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-08-31	$-5,305,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-31	No
Was there a failure to transmit to the plan any participant contributions	2022-08-31	No
Has the plan failed to provide any benefit when due under the plan	2022-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-31	$209,179
Contract administrator fees	2022-08-31	$36,676
Did the plan have assets held for investment	2022-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-31	No
Opinion of an independent qualified public accountant for this plan	2022-08-31	Disclaimer
Accountancy firm name	2022-08-31	RSM US LLP
Accountancy firm EIN	2022-08-31	420714325
2021 : MIDDLESEX SCHOOL SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total income from all sources (including contributions)	2021-08-31	$4,659,069
Total loss/gain on sale of assets	2021-08-31	$0
Total of all expenses incurred	2021-08-31	$1,885,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-08-31	$1,849,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-08-31	$907,992
Value of total assets at end of year	2021-08-31	$20,809,608
Value of total assets at beginning of year	2021-08-31	$18,036,525
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-08-31	$36,955
Total interest from all sources	2021-08-31	$4,813
Total dividends received (eg from common stock, registered investment company shares)	2021-08-31	$600,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-08-31	$600,185
Was this plan covered by a fidelity bond	2021-08-31	Yes
Value of fidelity bond cover	2021-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-08-31	No
Contributions received from participants	2021-08-31	$897,992
Participant contributions at end of year	2021-08-31	$76,283
Participant contributions at beginning of year	2021-08-31	$115,557
Participant contributions at end of year	2021-08-31	$39,946
Participant contributions at beginning of year	2021-08-31	$38,371
Income. Received or receivable in cash from other sources (including rollovers)	2021-08-31	$10,000
Administrative expenses (other) incurred	2021-08-31	$36,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Value of net income/loss	2021-08-31	$2,773,083
Value of net assets at end of year (total assets less liabilities)	2021-08-31	$20,809,608
Value of net assets at beginning of year (total assets less liabilities)	2021-08-31	$18,036,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-08-31	No
Were any leases to which the plan was party in default or uncollectible	2021-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-08-31	$20,692,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-08-31	$17,882,141
Interest on participant loans	2021-08-31	$4,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-08-31	$458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-08-31	$456
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-08-31	$456
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-08-31	$3,146,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-08-31	No
Was there a failure to transmit to the plan any participant contributions	2021-08-31	No
Has the plan failed to provide any benefit when due under the plan	2021-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-08-31	$1,849,031
Did the plan have assets held for investment	2021-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-08-31	No
Opinion of an independent qualified public accountant for this plan	2021-08-31	Disclaimer
Accountancy firm name	2021-08-31	RSM US LLP
Accountancy firm EIN	2021-08-31	420714325
2020 : MIDDLESEX SCHOOL SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total income from all sources (including contributions)	2020-08-31	$4,593,623
Total loss/gain on sale of assets	2020-08-31	$0
Total of all expenses incurred	2020-08-31	$1,095,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$1,058,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$2,525,823
Value of total assets at end of year	2020-08-31	$18,036,525
Value of total assets at beginning of year	2020-08-31	$14,538,438
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$36,930
Total interest from all sources	2020-08-31	$5,804
Total dividends received (eg from common stock, registered investment company shares)	2020-08-31	$434,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-08-31	$434,895
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Contributions received from participants	2020-08-31	$910,442
Participant contributions at end of year	2020-08-31	$115,557
Participant contributions at beginning of year	2020-08-31	$126,335
Participant contributions at end of year	2020-08-31	$38,371
Income. Received or receivable in cash from other sources (including rollovers)	2020-08-31	$1,615,381
Administrative expenses (other) incurred	2020-08-31	$36,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$3,498,087
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$18,036,525
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$14,538,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-08-31	$17,882,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-08-31	$14,412,078
Interest on participant loans	2020-08-31	$5,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-08-31	$456
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-08-31	$25
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-08-31	$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-08-31	$1,627,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	No
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$1,058,606
Did the plan have assets held for investment	2020-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-08-31	Disclaimer
Accountancy firm name	2020-08-31	RSM US LLP
Accountancy firm EIN	2020-08-31	420714325
2019 : MIDDLESEX SCHOOL SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total income from all sources (including contributions)	2019-08-31	$915,057
Total loss/gain on sale of assets	2019-08-31	$0
Total of all expenses incurred	2019-08-31	$1,846,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-31	$1,845,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-31	$861,865
Value of total assets at end of year	2019-08-31	$14,538,438
Value of total assets at beginning of year	2019-08-31	$15,469,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-31	$951
Total interest from all sources	2019-08-31	$5,364
Total dividends received (eg from common stock, registered investment company shares)	2019-08-31	$875,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-08-31	$875,379
Was this plan covered by a fidelity bond	2019-08-31	Yes
Value of fidelity bond cover	2019-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-08-31	No
Contributions received from participants	2019-08-31	$861,047
Participant contributions at end of year	2019-08-31	$126,335
Participant contributions at beginning of year	2019-08-31	$94,566
Income. Received or receivable in cash from other sources (including rollovers)	2019-08-31	$818
Administrative expenses (other) incurred	2019-08-31	$951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Value of net income/loss	2019-08-31	$-931,196
Value of net assets at end of year (total assets less liabilities)	2019-08-31	$14,538,438
Value of net assets at beginning of year (total assets less liabilities)	2019-08-31	$15,469,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-31	No
Were any leases to which the plan was party in default or uncollectible	2019-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-08-31	$14,412,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-08-31	$15,286,904
Interest on participant loans	2019-08-31	$4,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-08-31	$25
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-08-31	$88,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-08-31	$88,164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-08-31	$1,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-08-31	$-827,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-31	No
Was there a failure to transmit to the plan any participant contributions	2019-08-31	No
Has the plan failed to provide any benefit when due under the plan	2019-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-31	$1,845,302
Did the plan have assets held for investment	2019-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-08-31	Disclaimer
Accountancy firm name	2019-08-31	RSM US, LLP
Accountancy firm EIN	2019-08-31	420714325
2018 : MIDDLESEX SCHOOL SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total income from all sources (including contributions)	2018-08-31	$3,054,334
Total loss/gain on sale of assets	2018-08-31	$0
Total of all expenses incurred	2018-08-31	$751,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$750,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$926,835
Value of total assets at end of year	2018-08-31	$15,469,634
Value of total assets at beginning of year	2018-08-31	$13,166,562
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$425
Total interest from all sources	2018-08-31	$3,448
Total dividends received (eg from common stock, registered investment company shares)	2018-08-31	$799,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-08-31	$799,173
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Contributions received from participants	2018-08-31	$811,601
Participant contributions at end of year	2018-08-31	$94,566
Participant contributions at beginning of year	2018-08-31	$45,217
Income. Received or receivable in cash from other sources (including rollovers)	2018-08-31	$114,634
Administrative expenses (other) incurred	2018-08-31	$425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$2,303,072
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$15,469,634
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$13,166,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-08-31	$15,286,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-08-31	$13,024,311
Interest on participant loans	2018-08-31	$2,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-08-31	$88,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-08-31	$97,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-08-31	$97,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-08-31	$1,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-08-31	$1,324,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	No
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Contributions received in cash from employer	2018-08-31	$600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$750,837
Did the plan have assets held for investment	2018-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-08-31	Disclaimer
Accountancy firm name	2018-08-31	RSM US, LLP
Accountancy firm EIN	2018-08-31	420714325
2017 : MIDDLESEX SCHOOL SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total income from all sources (including contributions)	2017-08-31	$2,579,571
Total loss/gain on sale of assets	2017-08-31	$0
Total of all expenses incurred	2017-08-31	$634,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$634,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$790,397
Value of total assets at end of year	2017-08-31	$13,166,562
Value of total assets at beginning of year	2017-08-31	$11,221,714
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$362
Total interest from all sources	2017-08-31	$1,778
Total dividends received (eg from common stock, registered investment company shares)	2017-08-31	$399,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-08-31	$399,265
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Contributions received from participants	2017-08-31	$790,397
Participant contributions at end of year	2017-08-31	$45,217
Participant contributions at beginning of year	2017-08-31	$27,873
Administrative expenses (other) incurred	2017-08-31	$362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$1,944,848
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$13,166,562
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$11,221,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-08-31	$13,024,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-08-31	$11,135,815
Interest on participant loans	2017-08-31	$1,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-08-31	$97,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-08-31	$58,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-08-31	$58,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-08-31	$217
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-08-31	$1,388,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	No
Was there a failure to transmit to the plan any participant contributions	2017-08-31	No
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$634,361
Did the plan have assets held for investment	2017-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-08-31	Disclaimer
Accountancy firm name	2017-08-31	RSM US, LLP
Accountancy firm EIN	2017-08-31	420714325
2016 : MIDDLESEX SCHOOL SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total income from all sources (including contributions)	2016-08-31	$1,474,466
Total loss/gain on sale of assets	2016-08-31	$0
Total of all expenses incurred	2016-08-31	$65,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$65,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$741,003
Value of total assets at end of year	2016-08-31	$11,221,714
Value of total assets at beginning of year	2016-08-31	$9,812,686
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$400
Total interest from all sources	2016-08-31	$1,439
Total dividends received (eg from common stock, registered investment company shares)	2016-08-31	$521,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-08-31	$521,251
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Contributions received from participants	2016-08-31	$741,003
Participant contributions at end of year	2016-08-31	$27,873
Participant contributions at beginning of year	2016-08-31	$51,255
Administrative expenses (other) incurred	2016-08-31	$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$1,409,028
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$11,221,714
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$9,812,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-31	$11,135,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-31	$9,636,896
Interest on participant loans	2016-08-31	$1,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-08-31	$58,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-08-31	$124,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-08-31	$124,535
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-08-31	$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-08-31	$210,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	No
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$65,038
Did the plan have assets held for investment	2016-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-08-31	Disclaimer
Accountancy firm name	2016-08-31	RSM US, LLP
Accountancy firm EIN	2016-08-31	420714325
2015 : MIDDLESEX SCHOOL SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total income from all sources (including contributions)	2015-08-31	$786,064
Total loss/gain on sale of assets	2015-08-31	$0
Total of all expenses incurred	2015-08-31	$604,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$604,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$701,142
Value of total assets at end of year	2015-08-31	$9,812,686
Value of total assets at beginning of year	2015-08-31	$9,631,199
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-08-31	$440
Total interest from all sources	2015-08-31	$4,088
Total dividends received (eg from common stock, registered investment company shares)	2015-08-31	$615,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-08-31	$615,200
Was this plan covered by a fidelity bond	2015-08-31	Yes
Value of fidelity bond cover	2015-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Contributions received from participants	2015-08-31	$666,959
Participant contributions at end of year	2015-08-31	$51,255
Participant contributions at beginning of year	2015-08-31	$83,033
Income. Received or receivable in cash from other sources (including rollovers)	2015-08-31	$34,183
Administrative expenses (other) incurred	2015-08-31	$440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Value of net income/loss	2015-08-31	$181,487
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$9,812,686
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$9,631,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-08-31	$9,636,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-08-31	$9,404,989
Interest on participant loans	2015-08-31	$4,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-08-31	$124,535
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-08-31	$143,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-08-31	$143,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-08-31	$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-08-31	$-534,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	No
Was there a failure to transmit to the plan any participant contributions	2015-08-31	No
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-08-31	$604,137
Did the plan have assets held for investment	2015-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-08-31	Disclaimer
Accountancy firm name	2015-08-31	RSM US, LLP
Accountancy firm EIN	2015-08-31	420714325
2014 : MIDDLESEX SCHOOL SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$0
Total income from all sources (including contributions)	2014-08-31	$2,286,695
Total loss/gain on sale of assets	2014-08-31	$0
Total of all expenses incurred	2014-08-31	$1,007,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-31	$1,007,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-31	$659,358
Value of total assets at end of year	2014-08-31	$9,631,199
Value of total assets at beginning of year	2014-08-31	$8,352,002
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-31	$335
Total interest from all sources	2014-08-31	$3,127
Total dividends received (eg from common stock, registered investment company shares)	2014-08-31	$592,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-08-31	$592,947
Was this plan covered by a fidelity bond	2014-08-31	Yes
Value of fidelity bond cover	2014-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Contributions received from participants	2014-08-31	$659,358
Participant contributions at end of year	2014-08-31	$83,033
Participant contributions at beginning of year	2014-08-31	$39,966
Administrative expenses (other) incurred	2014-08-31	$335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Value of net income/loss	2014-08-31	$1,279,197
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$9,631,199
Value of net assets at beginning of year (total assets less liabilities)	2014-08-31	$8,352,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-31	No
Were any leases to which the plan was party in default or uncollectible	2014-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-08-31	$9,404,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-08-31	$8,040,475
Interest on participant loans	2014-08-31	$3,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-08-31	$143,177
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-08-31	$271,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-08-31	$271,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-08-31	$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-08-31	$1,031,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	No
Was there a failure to transmit to the plan any participant contributions	2014-08-31	No
Has the plan failed to provide any benefit when due under the plan	2014-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-08-31	$1,007,163
Did the plan have assets held for investment	2014-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-08-31	Disclaimer
Accountancy firm name	2014-08-31	MCGLADREY, LLP
Accountancy firm EIN	2014-08-31	420714325
2013 : MIDDLESEX SCHOOL SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$0
Total income from all sources (including contributions)	2013-08-31	$1,602,194
Total loss/gain on sale of assets	2013-08-31	$0
Total of all expenses incurred	2013-08-31	$239,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$236,858
Expenses. Certain deemed distributions of participant loans	2013-08-31	$1,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$600,909
Value of total assets at end of year	2013-08-31	$8,352,002
Value of total assets at beginning of year	2013-08-31	$6,988,900
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$509
Total interest from all sources	2013-08-31	$3,124
Total dividends received (eg from common stock, registered investment company shares)	2013-08-31	$194,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-08-31	$194,503
Was this plan covered by a fidelity bond	2013-08-31	Yes
Value of fidelity bond cover	2013-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Contributions received from participants	2013-08-31	$597,101
Participant contributions at end of year	2013-08-31	$39,966
Participant contributions at beginning of year	2013-08-31	$44,023
Income. Received or receivable in cash from other sources (including rollovers)	2013-08-31	$3,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Value of net income/loss	2013-08-31	$1,363,102
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$8,352,002
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$6,988,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-08-31	$8,040,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-08-31	$6,664,612
Interest on participant loans	2013-08-31	$3,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-08-31	$271,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-08-31	$280,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-08-31	$280,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-08-31	$27
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-08-31	$803,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	No
Was there a failure to transmit to the plan any participant contributions	2013-08-31	No
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-31	$236,858
Contract administrator fees	2013-08-31	$509
Did the plan have assets held for investment	2013-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-08-31	Disclaimer
Accountancy firm name	2013-08-31	MCGLADREY LLP
Accountancy firm EIN	2013-08-31	420714325
2012 : MIDDLESEX SCHOOL SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$0
Total income from all sources (including contributions)	2012-08-31	$1,148,940
Total loss/gain on sale of assets	2012-08-31	$0
Total of all expenses incurred	2012-08-31	$220,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$197,014
Expenses. Certain deemed distributions of participant loans	2012-08-31	$23,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$471,687
Value of total assets at end of year	2012-08-31	$6,988,900
Value of total assets at beginning of year	2012-08-31	$6,060,488
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-08-31	$349
Total interest from all sources	2012-08-31	$4,383
Total dividends received (eg from common stock, registered investment company shares)	2012-08-31	$124,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-08-31	$124,024
Was this plan covered by a fidelity bond	2012-08-31	Yes
Value of fidelity bond cover	2012-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Contributions received from participants	2012-08-31	$471,687
Participant contributions at end of year	2012-08-31	$44,023
Participant contributions at beginning of year	2012-08-31	$74,059
Participant contributions at beginning of year	2012-08-31	$16,704
Administrative expenses (other) incurred	2012-08-31	$349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Value of net income/loss	2012-08-31	$928,412
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$6,988,900
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$6,060,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-08-31	No
Were any leases to which the plan was party in default or uncollectible	2012-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-08-31	$6,664,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-08-31	$5,721,139
Interest on participant loans	2012-08-31	$4,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-08-31	$280,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-08-31	$248,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-08-31	$248,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-08-31	$45
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-08-31	$548,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	No
Was there a failure to transmit to the plan any participant contributions	2012-08-31	No
Has the plan failed to provide any benefit when due under the plan	2012-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-08-31	$197,014
Did the plan have assets held for investment	2012-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-08-31	Disclaimer
Accountancy firm name	2012-08-31	MCGLADREY, LLP
Accountancy firm EIN	2012-08-31	420714325
2011 : MIDDLESEX SCHOOL SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$0
Total income from all sources (including contributions)	2011-08-31	$1,310,122
Total loss/gain on sale of assets	2011-08-31	$0
Total of all expenses incurred	2011-08-31	$1,048,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$1,044,957
Expenses. Certain deemed distributions of participant loans	2011-08-31	$3,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$433,676
Value of total assets at end of year	2011-08-31	$6,060,488
Value of total assets at beginning of year	2011-08-31	$5,799,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-31	$553
Total interest from all sources	2011-08-31	$5,498
Total dividends received (eg from common stock, registered investment company shares)	2011-08-31	$94,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-08-31	$94,926
Was this plan covered by a fidelity bond	2011-08-31	Yes
Value of fidelity bond cover	2011-08-31	$500,000
If this is an individual account plan, was there a blackout period	2011-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Contributions received from participants	2011-08-31	$433,676
Participant contributions at end of year	2011-08-31	$74,059
Participant contributions at beginning of year	2011-08-31	$95,457
Participant contributions at end of year	2011-08-31	$16,704
Administrative expenses (other) incurred	2011-08-31	$553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Value of net income/loss	2011-08-31	$261,341
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$6,060,488
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$5,799,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-31	No
Were any leases to which the plan was party in default or uncollectible	2011-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-08-31	$5,721,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-08-31	$5,340,921
Interest on participant loans	2011-08-31	$5,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-08-31	$248,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-08-31	$362,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-08-31	$362,769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-08-31	$70
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-08-31	$776,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	No
Was there a failure to transmit to the plan any participant contributions	2011-08-31	No
Has the plan failed to provide any benefit when due under the plan	2011-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-08-31	$1,044,957
Did the plan have assets held for investment	2011-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-08-31	Disclaimer
Accountancy firm name	2011-08-31	MCGLADREY & PULLEN LLP
Accountancy firm EIN	2011-08-31	420714325

Form 5500 Responses for MIDDLESEX SCHOOL SAVINGS PLAN

2021: MIDDLESEX SCHOOL SAVINGS PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	Submission has been amended	No
2021-09-01	This submission is the final filing	No
2021-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-09-01	Plan is a collectively bargained plan	No
2021-09-01	Plan funding arrangement – Insurance	Yes
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement – Insurance	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: MIDDLESEX SCHOOL SAVINGS PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	Submission has been amended	No
2020-09-01	This submission is the final filing	No
2020-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-09-01	Plan is a collectively bargained plan	No
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: MIDDLESEX SCHOOL SAVINGS PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	Submission has been amended	No
2019-09-01	This submission is the final filing	No
2019-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-09-01	Plan is a collectively bargained plan	No
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: MIDDLESEX SCHOOL SAVINGS PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	Submission has been amended	No
2018-09-01	This submission is the final filing	No
2018-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-09-01	Plan is a collectively bargained plan	No
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: MIDDLESEX SCHOOL SAVINGS PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Submission has been amended	No
2017-09-01	This submission is the final filing	No
2017-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-09-01	Plan is a collectively bargained plan	No
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: MIDDLESEX SCHOOL SAVINGS PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Submission has been amended	No
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: MIDDLESEX SCHOOL SAVINGS PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: MIDDLESEX SCHOOL SAVINGS PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: MIDDLESEX SCHOOL SAVINGS PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: MIDDLESEX SCHOOL SAVINGS PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: MIDDLESEX SCHOOL SAVINGS PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2009: MIDDLESEX SCHOOL SAVINGS PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	No
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

VAR

Policy instance

Insurance contract or identification number	VAR
Number of Individuals Covered	196
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

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Company Name:	MIDDLESEX SCHOOL
Employer identification number (EIN):	042103821
NAIC Classification:	611000