401k Plan data: MISS HALL'S SCHOOL TAX-DEFERRED ANNUITY PLAN plan

MISS HALL'S SCHOOL TAX-DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	MISS HALL'S SCHOOL TAX-DEFERRED ANNUITY PLAN
Plan identification number	002

MISS HALL'S SCHOOL TAX-DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MISS HALLS SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name: MISS HALLS SCHOOL, INC.

Employer identification number (EIN): 042104273

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MISS HALL'S SCHOOL TAX-DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-07-01 SUZANNE BAUMGARTEN
002 2014-07-01 SUZANNE BAUMGARTEN 2015-12-21
002 2013-07-01 SUZANNE BAUMGARTEN 2014-12-10
002 2012-07-01 SUZANNE BAUMGARTEN 2014-01-30
002 2011-07-01 SUZANNE BAUMGARTEN 2013-01-29
002 2010-07-01 SUZANNE BAUMGARTEN 2012-01-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2014-07-01	SUZANNE BAUMGARTEN
002	2014-07-01	SUZANNE BAUMGARTEN	2015-12-21
002	2013-07-01	SUZANNE BAUMGARTEN	2014-12-10
002	2012-07-01	SUZANNE BAUMGARTEN	2014-01-30
002	2011-07-01	SUZANNE BAUMGARTEN	2013-01-29
002	2010-07-01	SUZANNE BAUMGARTEN	2012-01-27

Plan Statistics for MISS HALL'S SCHOOL TAX-DEFERRED ANNUITY PLAN

401k plan membership statisitcs for MISS HALL'S SCHOOL TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2014: MISS HALL'S SCHOOL TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 86
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 0
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 0
Number of participants with account balances 2014-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0

Measure	Date	Value
2014: MISS HALL'S SCHOOL TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	86
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	0
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	0
Number of participants with account balances	2014-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0

Financial Data on MISS HALL'S SCHOOL TAX-DEFERRED ANNUITY PLAN

Measure	Date	Value
2015 : MISS HALL'S SCHOOL TAX-DEFERRED ANNUITY PLAN 2015 401k financial data
Transfers to/from the plan	2015-06-30	$-1,116,609
Total income from all sources	2015-06-30	$233,380
Expenses. Total of all expenses incurred	2015-06-30	$53,023
Benefits paid (including direct rollovers)	2015-06-30	$53,023
Total plan assets at end of year	2015-06-30	$0
Total plan assets at beginning of year	2015-06-30	$936,252
Value of fidelity bond covering the plan	2015-06-30	$500,000
Total contributions received or receivable from participants	2015-06-30	$120,032
Contributions received from other sources (not participants or employers)	2015-06-30	$52,544
Other income received	2015-06-30	$60,804
Net income (gross income less expenses)	2015-06-30	$180,357
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$936,252
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0

Form 5500 Responses for MISS HALL'S SCHOOL TAX-DEFERRED ANNUITY PLAN

2014: MISS HALL'S SCHOOL TAX-DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	Yes
2014-07-01	This submission is the final filing	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

334329

Policy instance

Insurance contract or identification number	334329
Number of Individuals Covered	0
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MISS HALLS SCHOOL, INC.
Employer identification number (EIN):	042104273
NAIC Classification:	611000