?>
Logo

THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) PLAN 401k Plan overview

Plan NameTHE RUSSIAN SCHOOL OF MATHEMATICS 401(K) PLAN
Plan identification number 001

THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE RUSSIAN SCHOOL OF MATHEMATICS has sponsored the creation of one or more 401k plans.

Company Name:THE RUSSIAN SCHOOL OF MATHEMATICS
Employer identification number (EIN):043408996
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ILYA RIFKIN2023-06-14
0012021-01-01ILYA RIFKIN2022-07-21
0012020-01-01ILYA RIFKIN2021-09-13
0012019-01-01ILYA RIFKIN2020-10-14
0012018-01-01ILYA RIFKIN2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01INESSA RIFKIN2016-07-28
0012014-01-01INESSA RIFKIN2015-07-16
0012013-01-01INESSA RIFKIN2014-07-24
0012012-01-01INESSA RIFKIN2013-07-31
0012011-01-01INESSA RIFKIN2012-07-19
0012010-01-01INESSA RIFKIN2011-10-10

Plan Statistics for THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) PLAN

401k plan membership statisitcs for THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) PLAN

Measure Date Value
2022: THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01580
Total number of active participants reported on line 7a of the Form 55002022-01-01489
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0187
Total of all active and inactive participants2022-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01576
Number of participants with account balances2022-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01411
Total number of active participants reported on line 7a of the Form 55002021-01-01425
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0169
Total of all active and inactive participants2021-01-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01494
Number of participants with account balances2021-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01318
Total number of active participants reported on line 7a of the Form 55002020-01-01324
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0161
Total of all active and inactive participants2020-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01385
Number of participants with account balances2020-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01213
Total number of active participants reported on line 7a of the Form 55002019-01-01243
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01281
Number of participants with account balances2019-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01119
Total number of active participants reported on line 7a of the Form 55002018-01-01163
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01195
Number of participants with account balances2018-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01143
Total number of active participants reported on line 7a of the Form 55002017-01-0196
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01119
Number of participants with account balances2017-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016

Financial Data on THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) PLAN

Measure Date Value
2022 : THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) 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$988,792
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$254,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$147,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,264,697
Value of total assets at end of year2022-12-31$16,891,012
Value of total assets at beginning of year2022-12-31$16,156,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$106,714
Total interest from all sources2022-12-31$28,905
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$2,288,887
Participant contributions at end of year2022-12-31$54,000
Participant contributions at beginning of year2022-12-31$52,000
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$77,911
Other income not declared elsewhere2022-12-31$281
Administrative expenses (other) incurred2022-12-31$106,714
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$734,139
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,891,012
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,156,873
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$14,133,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,728,478
Interest earned on other investments2022-12-31$28,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,805,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,603,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,305,091
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$897,899
Employer contributions (assets) at end of year2022-12-31$897,807
Employer contributions (assets) at beginning of year2022-12-31$773,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$147,939
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 name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$4,713,783
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$199,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$110,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,012,940
Value of total assets at end of year2021-12-31$16,156,873
Value of total assets at beginning of year2021-12-31$11,642,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$89,000
Total interest from all sources2021-12-31$24,262
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$660,217
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$660,217
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$1,942,852
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$52,000
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$296,893
Other income not declared elsewhere2021-12-31$877
Administrative expenses (other) incurred2021-12-31$89,000
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$4,514,745
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,156,873
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,642,128
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$13,728,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,512,193
Interest earned on other investments2021-12-31$24,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,603,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,553,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,015,487
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$773,195
Employer contributions (assets) at end of year2021-12-31$773,195
Employer contributions (assets) at beginning of year2021-12-31$576,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$110,038
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 name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) 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$3,303,606
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$217,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$168,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,170,772
Value of total assets at end of year2020-12-31$11,642,128
Value of total assets at beginning of year2020-12-31$8,556,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$49,494
Total interest from all sources2020-12-31$43,605
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$213,468
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$213,468
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$1,591,735
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$5,426
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,478
Other income not declared elsewhere2020-12-31$-1,398
Administrative expenses (other) incurred2020-12-31$49,494
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$3,085,972
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,642,128
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,556,156
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$8,512,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,617,184
Interest on participant loans2020-12-31$13
Interest earned on other investments2020-12-31$43,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,553,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,311,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$877,159
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$576,559
Employer contributions (assets) at end of year2020-12-31$576,559
Employer contributions (assets) at beginning of year2020-12-31$622,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$168,140
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$2,541,365
Total income from all sources (including contributions)2019-12-31$2,541,365
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$84,252
Total of all expenses incurred2019-12-31$84,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$47,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$47,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,570,535
Value of total assets at end of year2019-12-31$8,556,156
Value of total assets at end of year2019-12-31$8,556,156
Value of total assets at beginning of year2019-12-31$6,099,043
Value of total assets at beginning of year2019-12-31$6,099,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,441
Total interest from all sources2019-12-31$42,970
Total interest from all sources2019-12-31$42,970
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$953,764
Contributions received from participants2019-12-31$953,764
Participant contributions at end of year2019-12-31$5,426
Participant contributions at end of year2019-12-31$5,426
Participant contributions at beginning of year2019-12-31$7,110
Participant contributions at beginning of year2019-12-31$7,110
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,560
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,560
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$36,441
Administrative expenses (other) incurred2019-12-31$36,441
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
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$2,457,113
Value of net income/loss2019-12-31$2,457,113
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,556,156
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,556,156
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,099,043
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,099,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$5,617,184
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,617,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,349,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,349,823
Income. Interest from loans (other than to participants)2019-12-31$354
Income. Interest from loans (other than to participants)2019-12-31$354
Interest earned on other investments2019-12-31$42,616
Interest earned on other investments2019-12-31$42,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,311,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,311,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,978,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,978,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$927,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$927,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$615,211
Contributions received in cash from employer2019-12-31$615,211
Employer contributions (assets) at end of year2019-12-31$622,432
Employer contributions (assets) at end of year2019-12-31$622,432
Employer contributions (assets) at beginning of year2019-12-31$763,964
Employer contributions (assets) at beginning of year2019-12-31$763,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$47,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$47,811
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRAY, GRAY & GRAY, LLP
Accountancy firm name2019-12-31GRAY, GRAY & GRAY, LLP
Accountancy firm EIN2019-12-31042088368
Accountancy firm EIN2019-12-31042088368
2018 : THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) 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$1,260,528
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$30,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,415,429
Value of total assets at end of year2018-12-31$6,099,043
Value of total assets at beginning of year2018-12-31$4,869,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,460
Total interest from all sources2018-12-31$64
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$641,324
Participant contributions at end of year2018-12-31$7,110
Participant contributions at beginning of year2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,141
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$1,229,691
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,099,043
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,869,352
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$3,349,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,571,610
Interest on participant loans2018-12-31$64
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,978,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,656,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-154,965
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$763,964
Employer contributions (assets) at end of year2018-12-31$763,964
Employer contributions (assets) at beginning of year2018-12-31$640,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,377
Contract administrator fees2018-12-31$25,460
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 name2018-12-31GRAY, GRAY & GRAY, LLP
Accountancy firm EIN2018-12-31042088368
2017 : THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) 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$1,570,614
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$30,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,199,615
Value of total assets at end of year2017-12-31$4,869,352
Value of total assets at beginning of year2017-12-31$3,329,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,677
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$547,459
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$11,213
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,539,837
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,869,352
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,329,515
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$2,571,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,475,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,656,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,385,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$370,999
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$640,943
Employer contributions (assets) at end of year2017-12-31$640,943
Employer contributions (assets) at beginning of year2017-12-31$468,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,100
Contract administrator fees2017-12-31$16,677
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 name2017-12-31GRAY, GRAY & GRAY, LLP
Accountancy firm EIN2017-12-31042088368

Form 5500 Responses for THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) PLAN

2022: THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) 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: THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) 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: THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) 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: THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) 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: THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) 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: THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) 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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number574-80056
Policy instance 1
Insurance contract or identification number574-80056
Number of Individuals Covered414
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?No
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number574-80056
Policy instance 1
Insurance contract or identification number574-80056
Number of Individuals Covered359
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?No
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number574-80056
Policy instance 1
Insurance contract or identification number574-80056
Number of Individuals Covered319
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?No
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number574-80056
Policy instance 1
Insurance contract or identification number574-80056
Number of Individuals Covered212
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?No
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number574-80056
Policy instance 1
Insurance contract or identification number574-80056
Number of Individuals Covered195
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?No
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
Insurance broker organization code?0
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number574-80056
Policy instance 1
Insurance contract or identification number574-80056
Number of Individuals Covered119
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?No
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
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?0
Insurance broker nameAXA ADVISORS LLC

Potentially related plans

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

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

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

See full terms and conditions

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