?>
Logo

MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 401k Plan overview

Plan NameMIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN
Plan identification number 004

MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

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 DISCRETIONARY CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042021-09-01
0042020-09-01
0042019-09-01
0042018-09-01
0042017-09-01
0042016-09-01THERESE CUNNINGHAM THERESE CUNNINGHAM2018-04-13
0042015-09-01THERESE CUNNINGHAM THERESE CUNNINGHAM2017-03-23
0042014-09-01THERESE CUNNINGHAM THERESE CUNNINGHAM2016-06-10
0042013-09-01THERESE CUNNINGHAM THERESE CUNNINGHAM2015-06-08
0042012-09-01THERESE CUNNINGHAM THERESE CUNNINGHAM2014-06-10
0042011-09-01THERESE CUNNINGHAM THERESE CUNNINGHAM2013-06-14
0042009-09-01THERESE CUNNINGHAM
0042009-09-01THERESE CUNNINGHAM

Plan Statistics for MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN

401k plan membership statisitcs for MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN

Measure Date Value
2018: MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-0154
Total number of active participants reported on line 7a of the Form 55002018-09-0145
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-016
Total of all active and inactive participants2018-09-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-0151
Number of participants with account balances2018-09-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
2017: MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-0152
Total number of active participants reported on line 7a of the Form 55002017-09-0146
Number of retired or separated participants receiving benefits2017-09-011
Number of other retired or separated participants entitled to future benefits2017-09-017
Total of all active and inactive participants2017-09-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-0154
Number of participants with account balances2017-09-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-0151
Total number of active participants reported on line 7a of the Form 55002016-09-0147
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-015
Total of all active and inactive participants2016-09-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-0152
Number of participants with account balances2016-09-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-0121
Total number of active participants reported on line 7a of the Form 55002015-09-0147
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-014
Total of all active and inactive participants2015-09-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-0151
Number of participants with account balances2015-09-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-0156
Total number of active participants reported on line 7a of the Form 55002014-09-0121
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-017
Total of all active and inactive participants2014-09-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-0128
Number of participants with account balances2014-09-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-0162
Total number of active participants reported on line 7a of the Form 55002013-09-0152
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-014
Total of all active and inactive participants2013-09-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-0156
Number of participants with account balances2013-09-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-0166
Total number of active participants reported on line 7a of the Form 55002012-09-0158
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-014
Total of all active and inactive participants2012-09-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-0162
Number of participants with account balances2012-09-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-0167
Total number of active participants reported on line 7a of the Form 55002011-09-0165
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-011
Total of all active and inactive participants2011-09-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-0166
Number of participants with account balances2011-09-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2009: MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01141
Total number of active participants reported on line 7a of the Form 55002009-09-0180
Number of retired or separated participants receiving benefits2009-09-011
Number of other retired or separated participants entitled to future benefits2009-09-0153
Total of all active and inactive participants2009-09-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-013
Total participants2009-09-01137
Number of participants with account balances2009-09-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN

Measure Date Value
2019 : MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2019 401k financial data
Total income from all sources2019-08-31$389,574
Expenses. Total of all expenses incurred2019-08-31$137,409
Benefits paid (including direct rollovers)2019-08-31$134,861
Total plan assets at end of year2019-08-31$4,841,337
Total plan assets at beginning of year2019-08-31$4,589,172
Value of fidelity bond covering the plan2019-08-31$1,000,000
Other income received2019-08-31$167,890
Net income (gross income less expenses)2019-08-31$252,165
Net plan assets at end of year (total assets less liabilities)2019-08-31$4,841,337
Net plan assets at beginning of year (total assets less liabilities)2019-08-31$4,589,172
Total contributions received or receivable from employer(s)2019-08-31$221,684
Expenses. Administrative service providers (salaries,fees and commissions)2019-08-31$2,548
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
2018 : MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
2017 : MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2017 401k financial data
Total income from all sources2017-08-31$707,029
Expenses. Total of all expenses incurred2017-08-31$414,400
Benefits paid (including direct rollovers)2017-08-31$414,094
Total plan assets at end of year2017-08-31$4,250,568
Total plan assets at beginning of year2017-08-31$3,957,939
Value of fidelity bond covering the plan2017-08-31$1,000,000
Other income received2017-08-31$469,594
Net income (gross income less expenses)2017-08-31$292,629
Net plan assets at end of year (total assets less liabilities)2017-08-31$4,250,568
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$3,957,939
Total contributions received or receivable from employer(s)2017-08-31$237,435
Expenses. Administrative service providers (salaries,fees and commissions)2017-08-31$306
2016 : MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2016 401k financial data
Total income from all sources2016-08-31$542,920
Expenses. Total of all expenses incurred2016-08-31$199,322
Benefits paid (including direct rollovers)2016-08-31$199,007
Total plan assets at end of year2016-08-31$3,957,939
Total plan assets at beginning of year2016-08-31$3,614,341
Value of fidelity bond covering the plan2016-08-31$1,000,000
Noncash contributions received2016-08-31$245,818
Net income (gross income less expenses)2016-08-31$343,598
Net plan assets at end of year (total assets less liabilities)2016-08-31$3,957,939
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$3,614,341
Total contributions received or receivable from employer(s)2016-08-31$297,102
Expenses. Administrative service providers (salaries,fees and commissions)2016-08-31$315
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
2015 : MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2015 401k financial data
Total income from all sources2015-08-31$281,153
Expenses. Total of all expenses incurred2015-08-31$22,016
Benefits paid (including direct rollovers)2015-08-31$21,680
Total plan assets at end of year2015-08-31$3,614,341
Total plan assets at beginning of year2015-08-31$3,355,204
Value of fidelity bond covering the plan2015-08-31$1,000,000
Expenses. Other expenses not covered elsewhere2015-08-31$336
Other income received2015-08-31$-32,337
Net income (gross income less expenses)2015-08-31$259,137
Net plan assets at end of year (total assets less liabilities)2015-08-31$3,614,341
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$3,355,204
Total contributions received or receivable from employer(s)2015-08-31$313,490
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
2014 : MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2014 401k financial data
Total income from all sources2014-08-31$830,608
Expenses. Total of all expenses incurred2014-08-31$116,960
Benefits paid (including direct rollovers)2014-08-31$116,609
Total plan assets at end of year2014-08-31$3,355,204
Total plan assets at beginning of year2014-08-31$2,641,556
Value of fidelity bond covering the plan2014-08-31$1,000,000
Expenses. Other expenses not covered elsewhere2014-08-31$351
Other income received2014-08-31$440,831
Net income (gross income less expenses)2014-08-31$713,648
Net plan assets at end of year (total assets less liabilities)2014-08-31$3,355,204
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$2,641,556
Total contributions received or receivable from employer(s)2014-08-31$389,777
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
2013 : MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2013 401k financial data
Total income from all sources2013-08-31$641,964
Expenses. Total of all expenses incurred2013-08-31$1,771
Benefits paid (including direct rollovers)2013-08-31$1,406
Total plan assets at end of year2013-08-31$2,641,556
Total plan assets at beginning of year2013-08-31$2,001,363
Value of fidelity bond covering the plan2013-08-31$1,000,000
Expenses. Other expenses not covered elsewhere2013-08-31$365
Other income received2013-08-31$248,810
Net income (gross income less expenses)2013-08-31$640,193
Net plan assets at end of year (total assets less liabilities)2013-08-31$2,641,556
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$2,001,363
Total contributions received or receivable from employer(s)2013-08-31$393,154
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
2012 : MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2012 401k financial data
Total income from all sources2012-08-31$534,667
Expenses. Total of all expenses incurred2012-08-31$388
Benefits paid (including direct rollovers)2012-08-31$124
Total plan assets at end of year2012-08-31$2,001,363
Total plan assets at beginning of year2012-08-31$1,467,084
Value of fidelity bond covering the plan2012-08-31$1,000,000
Other income received2012-08-31$170,523
Net income (gross income less expenses)2012-08-31$534,279
Net plan assets at end of year (total assets less liabilities)2012-08-31$2,001,363
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$1,467,084
Total contributions received or receivable from employer(s)2012-08-31$364,144
Value of corrective distributions2012-08-31$264
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
2011 : MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total transfer of assets from this plan2011-08-31$6,997,477
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$1,556,966
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$208,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$208,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$360,514
Value of total assets at end of year2011-08-31$1,467,084
Value of total assets at beginning of year2011-08-31$7,116,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$882
Total interest from all sources2011-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$112,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$112,651
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$500,000
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Administrative expenses (other) incurred2011-08-31$882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$1,348,046
Value of net assets at end of year (total assets less liabilities)2011-08-31$1,467,084
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$7,116,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$1,451,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$7,116,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$1,083,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$360,514
Employer contributions (assets) at end of year2011-08-31$15,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$208,038
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31MCGLADREY & PULLEN LLP
Accountancy firm EIN2011-08-31420714325

Form 5500 Responses for MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN

2018: MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2017: MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2016: MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2009: MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedYes
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3