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FOOTE SCHOOL TDA PLAN 401k Plan overview

Plan NameFOOTE SCHOOL TDA PLAN
Plan identification number 003

FOOTE SCHOOL TDA PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

FOOTE SCHOOL DC RETIREMENT PLAN has sponsored the creation of one or more 401k plans.

Company Name:FOOTE SCHOOL DC RETIREMENT PLAN
Employer identification number (EIN):060646647
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOOTE SCHOOL TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032018-01-01DAVID SKLAR2019-10-04
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01WILLIAM COX III
0032011-01-01WILLIAM COX III
0032010-01-01WILLIAM COX III
0032009-01-01WILLIAM COX III

Plan Statistics for FOOTE SCHOOL TDA PLAN

401k plan membership statisitcs for FOOTE SCHOOL TDA PLAN

Measure Date Value
2018: FOOTE SCHOOL TDA PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0146
Total number of active participants reported on line 7a of the Form 55002018-01-010
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
2017: FOOTE SCHOOL TDA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0163
Total number of active participants reported on line 7a of the Form 55002017-01-0146
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-0165
Total participants2017-01-0165
Number of participants with account balances2017-01-0161
2016: FOOTE SCHOOL TDA PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0161
Total number of active participants reported on line 7a of the Form 55002016-01-0148
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-0163
Total participants2016-01-0163
Number of participants with account balances2016-01-0160
2015: FOOTE SCHOOL TDA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0161
Total number of active participants reported on line 7a of the Form 55002015-01-0150
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0161
Total participants2015-01-0161
Number of participants with account balances2015-01-0160
2014: FOOTE SCHOOL TDA PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0169
Total number of active participants reported on line 7a of the Form 55002014-01-0154
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0161
Total participants2014-01-0161
Number of participants with account balances2014-01-0160
2013: FOOTE SCHOOL TDA PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0177
Total number of active participants reported on line 7a of the Form 55002013-01-0162
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0169
Total participants2013-01-0169
Number of participants with account balances2013-01-0159
2012: FOOTE SCHOOL TDA PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0179
Total number of active participants reported on line 7a of the Form 55002012-01-0175
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0177
Number of participants with account balances2012-01-0159
2011: FOOTE SCHOOL TDA PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0177
Total number of active participants reported on line 7a of the Form 55002011-01-0177
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0179
Total participants2011-01-0179
Number of participants with account balances2011-01-0163
2010: FOOTE SCHOOL TDA PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0176
Total number of active participants reported on line 7a of the Form 55002010-01-0176
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0177
Total participants2010-01-0177
Number of participants with account balances2010-01-0162
2009: FOOTE SCHOOL TDA PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0179
Total number of active participants reported on line 7a of the Form 55002009-01-0175
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0176
Total participants2009-01-0176
Number of participants with account balances2009-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FOOTE SCHOOL TDA PLAN

Measure Date Value
2018 : FOOTE SCHOOL TDA PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$-5,709,417
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$5,709,417
Value of fidelity bond covering the plan2018-12-31$500,000
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,709,417
2017 : FOOTE SCHOOL TDA PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$587
Total income from all sources2017-12-31$1,253,354
Expenses. Total of all expenses incurred2017-12-31$537,637
Benefits paid (including direct rollovers)2017-12-31$537,637
Total plan assets at end of year2017-12-31$5,709,417
Total plan assets at beginning of year2017-12-31$4,993,113
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$208,723
Contributions received from other sources (not participants or employers)2017-12-31$374,587
Other income received2017-12-31$670,044
Net income (gross income less expenses)2017-12-31$715,717
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,709,417
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,993,113
2016 : FOOTE SCHOOL TDA PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$-81,895
Total income from all sources2016-12-31$450,150
Expenses. Total of all expenses incurred2016-12-31$143,300
Benefits paid (including direct rollovers)2016-12-31$143,300
Total plan assets at end of year2016-12-31$4,993,113
Total plan assets at beginning of year2016-12-31$4,768,158
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$183,039
Other income received2016-12-31$267,111
Net income (gross income less expenses)2016-12-31$306,850
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,993,113
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,768,158
2015 : FOOTE SCHOOL TDA PLAN 2015 401k financial data
Total income from all sources2015-12-31$329,070
Expenses. Total of all expenses incurred2015-12-31$467,296
Benefits paid (including direct rollovers)2015-12-31$467,296
Total plan assets at end of year2015-12-31$4,768,158
Total plan assets at beginning of year2015-12-31$4,906,384
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$183,197
Contributions received from other sources (not participants or employers)2015-12-31$63,965
Other income received2015-12-31$81,908
Net income (gross income less expenses)2015-12-31$-138,226
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,768,158
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,906,384
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : FOOTE SCHOOL TDA PLAN 2014 401k financial data
Total income from all sources2014-12-31$521,104
Expenses. Total of all expenses incurred2014-12-31$61,399
Benefits paid (including direct rollovers)2014-12-31$61,399
Total plan assets at end of year2014-12-31$4,906,384
Total plan assets at beginning of year2014-12-31$4,446,679
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$185,174
Contributions received from other sources (not participants or employers)2014-12-31$52,870
Other income received2014-12-31$283,060
Net income (gross income less expenses)2014-12-31$459,705
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,906,384
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,446,679
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : FOOTE SCHOOL TDA PLAN 2013 401k financial data
Total income from all sources2013-12-31$771,284
Expenses. Total of all expenses incurred2013-12-31$579,077
Benefits paid (including direct rollovers)2013-12-31$579,077
Total plan assets at end of year2013-12-31$4,446,679
Total plan assets at beginning of year2013-12-31$4,254,472
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$204,328
Other income received2013-12-31$566,956
Net income (gross income less expenses)2013-12-31$192,207
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,446,679
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,254,472
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : FOOTE SCHOOL TDA PLAN 2012 401k financial data
Total income from all sources2012-12-31$561,436
Expenses. Total of all expenses incurred2012-12-31$148,961
Benefits paid (including direct rollovers)2012-12-31$141,776
Total plan assets at end of year2012-12-31$4,254,472
Total plan assets at beginning of year2012-12-31$3,841,997
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$170,099
Other income received2012-12-31$391,337
Net income (gross income less expenses)2012-12-31$412,475
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,254,472
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,841,997
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$7,185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : FOOTE SCHOOL TDA PLAN 2011 401k financial data
Total income from all sources2011-12-31$210,034
Expenses. Total of all expenses incurred2011-12-31$355,107
Benefits paid (including direct rollovers)2011-12-31$355,107
Total plan assets at end of year2011-12-31$3,841,997
Total plan assets at beginning of year2011-12-31$3,987,070
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$176,048
Other income received2011-12-31$33,986
Net income (gross income less expenses)2011-12-31$-145,073
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,841,997
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,987,070
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : FOOTE SCHOOL TDA PLAN 2010 401k financial data
Total income from all sources2010-12-31$534,725
Expenses. Total of all expenses incurred2010-12-31$75,342
Benefits paid (including direct rollovers)2010-12-31$75,342
Total plan assets at end of year2010-12-31$3,987,070
Total plan assets at beginning of year2010-12-31$3,527,687
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$184,205
Other income received2010-12-31$350,520
Net income (gross income less expenses)2010-12-31$459,383
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,987,070
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,527,687
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : FOOTE SCHOOL TDA 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

Form 5500 Responses for FOOTE SCHOOL TDA PLAN

2018: FOOTE SCHOOL TDA PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
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: FOOTE SCHOOL TDA PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: FOOTE SCHOOL TDA PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FOOTE SCHOOL TDA PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FOOTE SCHOOL TDA PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FOOTE SCHOOL TDA PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FOOTE SCHOOL TDA PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FOOTE SCHOOL TDA PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FOOTE SCHOOL TDA PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FOOTE SCHOOL TDA PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number315697
Policy instance 1
Insurance contract or identification number315697
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number315697
Policy instance 1
Insurance contract or identification number315697
Number of Individuals Covered61
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 unallocated funds for contracts of type guaranteed investment?Yes
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 number315697
Policy instance 1
Insurance contract or identification number315697
Number of Individuals Covered60
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number315697
Policy instance 1
Insurance contract or identification number315697
Number of Individuals Covered60
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number315697
Policy instance 1
Insurance contract or identification number315697
Number of Individuals Covered59
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number315697
Policy instance 1
Insurance contract or identification number315697
Number of Individuals Covered59
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number315697
Policy instance 1
Insurance contract or identification number315697
Number of Individuals Covered63
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number315697
Policy instance 1
Insurance contract or identification number315697
Number of Individuals Covered62
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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