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DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameDEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

DEXTER SOUTHFIELD, INC. has sponsored the creation of one or more 401k plans.

Company Name:DEXTER SOUTHFIELD, INC.
Employer identification number (EIN):042104152
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ALEX MELANSON2023-09-22
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JEFFREY DUBOIS
0012017-01-01JEFFREY DUBOIS
0012016-01-01CARLA GATES
0012015-01-01RICHARD D. SAUL
0012014-01-01RICHARD D. SAUL
0012013-01-01RICHARD D. SAUL
0012012-01-01RICHARD D. SAUL
0012011-01-01RICHARD D. SAUL
0012009-01-01RICHARD D. SAUL
0012009-01-01RICHARD D. SAUL

Plan Statistics for DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01420
Total number of active participants reported on line 7a of the Form 55002022-01-01207
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01262
Total of all active and inactive participants2022-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01471
Number of participants with account balances2022-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01393
Total number of active participants reported on line 7a of the Form 55002021-01-01177
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01241
Total of all active and inactive participants2021-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01420
Number of participants with account balances2021-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01391
Total number of active participants reported on line 7a of the Form 55002020-01-01164
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01229
Total of all active and inactive participants2020-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01393
Number of participants with account balances2020-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01383
Total number of active participants reported on line 7a of the Form 55002019-01-01167
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01224
Total of all active and inactive participants2019-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01391
Number of participants with account balances2019-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01372
Total number of active participants reported on line 7a of the Form 55002018-01-01184
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01199
Total of all active and inactive participants2018-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01383
Number of participants with account balances2018-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01339
Total number of active participants reported on line 7a of the Form 55002017-01-01182
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01189
Total of all active and inactive participants2017-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01372
Number of participants with account balances2017-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01350
Total number of active participants reported on line 7a of the Form 55002016-01-01160
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01177
Total of all active and inactive participants2016-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01339
Number of participants with account balances2016-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01278
Total number of active participants reported on line 7a of the Form 55002015-01-01182
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01167
Total of all active and inactive participants2015-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01350
Number of participants with account balances2015-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01286
Total number of active participants reported on line 7a of the Form 55002014-01-01140
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01137
Total of all active and inactive participants2014-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01278
Number of participants with account balances2014-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01269
Total number of active participants reported on line 7a of the Form 55002013-01-01139
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01147
Total of all active and inactive participants2013-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01286
Number of participants with account balances2013-01-01267
2012: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01280
Total number of active participants reported on line 7a of the Form 55002012-01-01151
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01118
Total of all active and inactive participants2012-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01269
Number of participants with account balances2012-01-01252
2011: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01273
Total number of active participants reported on line 7a of the Form 55002011-01-01268
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01280
Number of participants with account balances2011-01-01248
2009: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01207
Total number of active participants reported on line 7a of the Form 55002009-01-01258
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01263
Number of participants with account balances2009-01-01235

Financial Data on DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,838,728
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,825,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,810,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,692,791
Value of total assets at end of year2022-12-31$44,632,096
Value of total assets at beginning of year2022-12-31$51,296,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,762
Total interest from all sources2022-12-31$354,204
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$225,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$225,221
Administrative expenses professional fees incurred2022-12-31$15,762
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,265,069
Participant contributions at end of year2022-12-31$93,205
Participant contributions at beginning of year2022-12-31$56,733
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$261,157
Other income not declared elsewhere2022-12-31$46,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,664,491
Value of net assets at end of year (total assets less liabilities)2022-12-31$44,632,096
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$51,296,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,013,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,170,809
Value of interest in pooled separate accounts at end of year2022-12-31$1,595,981
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,427,152
Interest on participant loans2022-12-31$3,448
Interest earned on other investments2022-12-31$350,756
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,929,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,641,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,273,429
Net investment gain/loss from pooled separate accounts2022-12-31$115,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,166,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,810,001
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$23,980
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,328,656
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,389,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,338,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,187,016
Value of total assets at end of year2021-12-31$51,296,587
Value of total assets at beginning of year2021-12-31$44,333,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$51,317
Total interest from all sources2021-12-31$300,285
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$463,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$463,852
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,067,990
Participant contributions at end of year2021-12-31$56,733
Participant contributions at beginning of year2021-12-31$14,780
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$45,758
Other income not declared elsewhere2021-12-31$18,203
Administrative expenses (other) incurred2021-12-31$23,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,939,101
Value of net assets at end of year (total assets less liabilities)2021-12-31$51,296,587
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$44,333,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$41,170,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$34,628,998
Value of interest in pooled separate accounts at end of year2021-12-31$1,427,152
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,114,219
Interest on participant loans2021-12-31$1,458
Interest earned on other investments2021-12-31$298,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,641,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,575,509
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$418,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,148,564
Net investment gain/loss from pooled separate accounts2021-12-31$210,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,073,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$919,835
Contract administrator fees2021-12-31$27,337
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,131,353
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,378,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,356,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,201,677
Value of total assets at end of year2020-12-31$44,333,506
Value of total assets at beginning of year2020-12-31$37,580,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,146
Total interest from all sources2020-12-31$325,700
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$242,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$242,586
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$911,183
Participant contributions at end of year2020-12-31$14,780
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$281,728
Other income not declared elsewhere2020-12-31$16,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,752,637
Value of net assets at end of year (total assets less liabilities)2020-12-31$44,333,506
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$37,580,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$34,628,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,111,985
Value of interest in pooled separate accounts at end of year2020-12-31$1,114,219
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,044,337
Interest on participant loans2020-12-31$62
Interest earned on other investments2020-12-31$325,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,575,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,424,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,353,799
Net investment gain/loss from pooled separate accounts2020-12-31$-8,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,008,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,356,570
Contract administrator fees2020-12-31$22,146
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,051,262
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,282,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,259,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,161,129
Value of total assets at end of year2019-12-31$37,580,869
Value of total assets at beginning of year2019-12-31$32,812,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,974
Total interest from all sources2019-12-31$329,761
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$152,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$152,126
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$1,012,511
Amount contributed by the employer to the plan for this plan year2019-12-31$1,012,511
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$852,859
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$295,759
Other income not declared elsewhere2019-12-31$16,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,768,394
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,580,869
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,812,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,111,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,988,046
Value of interest in pooled separate accounts at end of year2019-12-31$1,044,337
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,061,110
Interest earned on other investments2019-12-31$329,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,424,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,763,319
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$409,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,336,172
Net investment gain/loss from pooled separate accounts2019-12-31$55,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,012,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,850,141
Contract administrator fees2019-12-31$22,974
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUM, SHAPIRO & COMPANY PC
Accountancy firm EIN2019-12-31061009205
2018 : DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$981,119
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,497,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,485,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,333,648
Value of total assets at end of year2018-12-31$32,812,475
Value of total assets at beginning of year2018-12-31$36,329,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,501
Total interest from all sources2018-12-31$340,401
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$116,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$116,860
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$1,092,785
Amount contributed by the employer to the plan for this plan year2018-12-31$1,092,785
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$910,948
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$329,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,516,610
Value of net assets at end of year (total assets less liabilities)2018-12-31$32,812,475
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$36,329,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$22,988,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,950,079
Value of interest in pooled separate accounts at end of year2018-12-31$1,061,110
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,009,167
Interest earned on other investments2018-12-31$340,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,763,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,369,839
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$190,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,856,339
Net investment gain/loss from pooled separate accounts2018-12-31$46,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,092,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,294,811
Contract administrator fees2018-12-31$12,501
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BLUM, SHAPIRO & COMPANY PC
Accountancy firm EIN2018-12-31061009205
2017 : DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,339,621
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,475,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,474,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,507,045
Value of total assets at end of year2017-12-31$36,329,085
Value of total assets at beginning of year2017-12-31$30,464,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,038
Total interest from all sources2017-12-31$311,529
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$69,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$69,853
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$981,151
Amount contributed by the employer to the plan for this plan year2017-12-31$981,151
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$704,286
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$821,608
Other income not declared elsewhere2017-12-31$27,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,864,549
Value of net assets at end of year (total assets less liabilities)2017-12-31$36,329,085
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,464,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$26,950,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,360,329
Value of interest in pooled separate accounts at end of year2017-12-31$1,009,167
Value of interest in pooled separate accounts at beginning of year2017-12-31$991,882
Interest earned on other investments2017-12-31$311,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,369,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,112,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,380,890
Net investment gain/loss from pooled separate accounts2017-12-31$42,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$981,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,474,034
Contract administrator fees2017-12-31$1,038
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BLUM, SHAPIRO & COMPANY PC
Accountancy firm EIN2017-12-31061009205
2016 : DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$2,370,066
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,428,744
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,398,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,398,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,599,945
Value of total assets at end of year2016-12-31$30,464,536
Value of total assets at beginning of year2016-12-31$26,064,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$295,235
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$938,106
Amount contributed by the employer to the plan for this plan year2016-12-31$938,106
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$544,958
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$116,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,030,373
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,464,536
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,064,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,360,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,171,612
Value of interest in pooled separate accounts at end of year2016-12-31$991,882
Value of interest in pooled separate accounts at beginning of year2016-12-31$745,851
Interest earned on other investments2016-12-31$295,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,112,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,146,634
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$441,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,487,303
Net investment gain/loss from pooled separate accounts2016-12-31$46,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$938,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$956,915
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BLUM, SHAPIRO & COMPANY PC
Accountancy firm EIN2016-12-31061009205
2015 : DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,748,160
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$576,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$576,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,441,241
Value of total assets at end of year2015-12-31$26,064,097
Value of total assets at beginning of year2015-12-31$24,892,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$242,817
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$893,442
Amount contributed by the employer to the plan for this plan year2015-12-31$893,442
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$531,285
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$16,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,171,494
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,064,097
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,892,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,171,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,442,910
Value of interest in pooled separate accounts at end of year2015-12-31$745,851
Value of interest in pooled separate accounts at beginning of year2015-12-31$640,492
Interest earned on other investments2015-12-31$242,817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,146,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,809,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$9,880
Net investment gain/loss from pooled separate accounts2015-12-31$54,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$893,442
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$61
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$576,666
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BLUM, SHAPIRO & COMPANY PC
Accountancy firm EIN2015-12-31061009205
2014 : DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,713,883
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$769,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$769,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,279,723
Value of total assets at end of year2014-12-31$24,892,603
Value of total assets at beginning of year2014-12-31$22,948,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$236,972
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$834,820
Amount contributed by the employer to the plan for this plan year2014-12-31$834,820
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$444,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,944,294
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,892,603
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,948,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,442,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,929,276
Value of interest in pooled separate accounts at end of year2014-12-31$640,492
Value of interest in pooled separate accounts at beginning of year2014-12-31$470,313
Interest earned on other investments2014-12-31$236,972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,809,140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,548,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,132,613
Net investment gain/loss from pooled separate accounts2014-12-31$64,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$834,820
Employer contributions (assets) at end of year2014-12-31$61
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$769,589
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31RUSSELL BRIER & CO.
Accountancy firm EIN2014-12-31041796830
2013 : DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,589,491
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$526,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$526,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,238,075
Value of total assets at end of year2013-12-31$22,948,309
Value of total assets at beginning of year2013-12-31$18,885,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$217,343
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$810,744
Amount contributed by the employer to the plan for this plan year2013-12-31$810,744
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$427,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,062,672
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,948,309
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,885,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,929,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,267,165
Value of interest in pooled separate accounts at end of year2013-12-31$470,313
Value of interest in pooled separate accounts at beginning of year2013-12-31$402,900
Interest earned on other investments2013-12-31$217,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,548,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,215,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,093,730
Net investment gain/loss from pooled separate accounts2013-12-31$40,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$810,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$526,819
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31RUSSELL BRIER & CO.
Accountancy firm EIN2013-12-31041796830
2012 : DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,050,789
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$904,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$904,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,285,055
Value of total assets at end of year2012-12-31$18,885,637
Value of total assets at beginning of year2012-12-31$16,738,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$200,701
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$763,583
Amount contributed by the employer to the plan for this plan year2012-12-31$763,583
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$447,502
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$73,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,146,747
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,885,637
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,738,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,267,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,467,505
Value of interest in pooled separate accounts at end of year2012-12-31$402,900
Value of interest in pooled separate accounts at beginning of year2012-12-31$340,251
Interest on participant loans2012-12-31$4
Interest earned on other investments2012-12-31$200,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,215,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,931,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,528,641
Net investment gain/loss from pooled separate accounts2012-12-31$36,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$763,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$904,042
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31RUSSELL BRIER & CO.
Accountancy firm EIN2012-12-31041796830
2011 : DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,260,790
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$298,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$298,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,354,416
Value of total assets at end of year2011-12-31$16,738,890
Value of total assets at beginning of year2011-12-31$15,776,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$187,000
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$737,455
Amount contributed by the employer to the plan for this plan year2011-12-31$737,455
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$439,380
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$177,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$962,305
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,738,890
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,776,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,467,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,016,731
Value of interest in pooled separate accounts at end of year2011-12-31$340,251
Value of interest in pooled separate accounts at beginning of year2011-12-31$260,331
Interest earned on other investments2011-12-31$187,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,931,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,499,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-317,386
Net investment gain/loss from pooled separate accounts2011-12-31$36,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$737,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$298,485
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31RUSSELL BRIER & CO.
Accountancy firm EIN2011-12-31041796830
2010 : DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,450,145
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$61,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$61,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,141,623
Value of total assets at end of year2010-12-31$15,776,585
Value of total assets at beginning of year2010-12-31$13,387,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$159,177
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$713,230
Amount contributed by the employer to the plan for this plan year2010-12-31$713,230
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$409,208
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,388,768
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,776,585
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,387,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,016,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,145,037
Value of interest in pooled separate accounts at end of year2010-12-31$260,331
Value of interest in pooled separate accounts at beginning of year2010-12-31$202,520
Interest earned on other investments2010-12-31$159,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,499,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,040,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,119,678
Net investment gain/loss from pooled separate accounts2010-12-31$29,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$713,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$61,377
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31RUSSELL BRIER & CO.
Accountancy firm EIN2010-12-31041796830
2009 : DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$596,903
Amount contributed by the employer to the plan for this plan year2009-12-31$596,903

Form 5500 Responses for DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

2022: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: DEXTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328030
Policy instance 1
Insurance contract or identification number328030
Number of Individuals Covered310
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328030
Policy instance 1
Insurance contract or identification number328030
Number of Individuals Covered312
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328030
Policy instance 1
Insurance contract or identification number328030
Number of Individuals Covered314
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328030/328031
Policy instance 1
Insurance contract or identification number328030/328031
Number of Individuals Covered322
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328030/328031
Policy instance 1
Insurance contract or identification number328030/328031
Number of Individuals Covered325
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328030/328031
Policy instance 1
Insurance contract or identification number328030/328031
Number of Individuals Covered331
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328030/328031
Policy instance 1
Insurance contract or identification number328030/328031
Number of Individuals Covered292
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328030/328031
Policy instance 1
Insurance contract or identification number328030/328031
Number of Individuals Covered273
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328030/328031
Policy instance 1
Insurance contract or identification number328030/328031
Number of Individuals Covered267
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328030/328031
Policy instance 1
Insurance contract or identification number328030/328031
Number of Individuals Covered269
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328030/328031
Policy instance 1
Insurance contract or identification number328030/328031
Number of Individuals Covered248
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328030/328031
Policy instance 1
Insurance contract or identification number328030/328031
Number of Individuals Covered248
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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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