FOOTE SCHOOL DC RETIREMENT PLAN has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2018: FOOTE SCHOOL TDA PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
Number of participants with account balances | 2018-01-01 | 0 |
2017: FOOTE SCHOOL TDA PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 46 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 19 |
Total of all active and inactive participants | 2017-01-01 | 65 |
Total participants | 2017-01-01 | 65 |
Number of participants with account balances | 2017-01-01 | 61 |
2016: FOOTE SCHOOL TDA PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 48 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 15 |
Total of all active and inactive participants | 2016-01-01 | 63 |
Total participants | 2016-01-01 | 63 |
Number of participants with account balances | 2016-01-01 | 60 |
2015: FOOTE SCHOOL TDA PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 50 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11 |
Total of all active and inactive participants | 2015-01-01 | 61 |
Total participants | 2015-01-01 | 61 |
Number of participants with account balances | 2015-01-01 | 60 |
2014: FOOTE SCHOOL TDA PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 54 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 7 |
Total of all active and inactive participants | 2014-01-01 | 61 |
Total participants | 2014-01-01 | 61 |
Number of participants with account balances | 2014-01-01 | 60 |
2013: FOOTE SCHOOL TDA PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 62 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 7 |
Total of all active and inactive participants | 2013-01-01 | 69 |
Total participants | 2013-01-01 | 69 |
Number of participants with account balances | 2013-01-01 | 59 |
2012: FOOTE SCHOOL TDA PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 75 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 77 |
Number of participants with account balances | 2012-01-01 | 59 |
2011: FOOTE SCHOOL TDA PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 77 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 79 |
Total participants | 2011-01-01 | 79 |
Number of participants with account balances | 2011-01-01 | 63 |
2010: FOOTE SCHOOL TDA PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 76 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 77 |
Total participants | 2010-01-01 | 77 |
Number of participants with account balances | 2010-01-01 | 62 |
2009: FOOTE SCHOOL TDA PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 75 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 76 |
Total participants | 2009-01-01 | 76 |
Number of participants with account balances | 2009-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2018 : FOOTE SCHOOL TDA PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $-5,709,417 |
Total plan assets at end of year | 2018-12-31 | $0 |
Total plan assets at beginning of year | 2018-12-31 | $5,709,417 |
Value of fidelity bond covering the plan | 2018-12-31 | $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 |
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Transfers to/from the plan | 2017-12-31 | $587 |
Total income from all sources | 2017-12-31 | $1,253,354 |
Expenses. Total of all expenses incurred | 2017-12-31 | $537,637 |
Benefits paid (including direct rollovers) | 2017-12-31 | $537,637 |
Total plan assets at end of year | 2017-12-31 | $5,709,417 |
Total plan assets at beginning of year | 2017-12-31 | $4,993,113 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $208,723 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $374,587 |
Other income received | 2017-12-31 | $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 |
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Transfers to/from the plan | 2016-12-31 | $-81,895 |
Total income from all sources | 2016-12-31 | $450,150 |
Expenses. Total of all expenses incurred | 2016-12-31 | $143,300 |
Benefits paid (including direct rollovers) | 2016-12-31 | $143,300 |
Total plan assets at end of year | 2016-12-31 | $4,993,113 |
Total plan assets at beginning of year | 2016-12-31 | $4,768,158 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $183,039 |
Other income received | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $329,070 |
Expenses. Total of all expenses incurred | 2015-12-31 | $467,296 |
Benefits paid (including direct rollovers) | 2015-12-31 | $467,296 |
Total plan assets at end of year | 2015-12-31 | $4,768,158 |
Total plan assets at beginning of year | 2015-12-31 | $4,906,384 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $183,197 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $63,965 |
Other income received | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
2014 : FOOTE SCHOOL TDA PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $521,104 |
Expenses. Total of all expenses incurred | 2014-12-31 | $61,399 |
Benefits paid (including direct rollovers) | 2014-12-31 | $61,399 |
Total plan assets at end of year | 2014-12-31 | $4,906,384 |
Total plan assets at beginning of year | 2014-12-31 | $4,446,679 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $185,174 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $52,870 |
Other income received | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
2013 : FOOTE SCHOOL TDA PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $771,284 |
Expenses. Total of all expenses incurred | 2013-12-31 | $579,077 |
Benefits paid (including direct rollovers) | 2013-12-31 | $579,077 |
Total plan assets at end of year | 2013-12-31 | $4,446,679 |
Total plan assets at beginning of year | 2013-12-31 | $4,254,472 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $204,328 |
Other income received | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
2012 : FOOTE SCHOOL TDA PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $561,436 |
Expenses. Total of all expenses incurred | 2012-12-31 | $148,961 |
Benefits paid (including direct rollovers) | 2012-12-31 | $141,776 |
Total plan assets at end of year | 2012-12-31 | $4,254,472 |
Total plan assets at beginning of year | 2012-12-31 | $3,841,997 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $170,099 |
Other income received | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : FOOTE SCHOOL TDA PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $210,034 |
Expenses. Total of all expenses incurred | 2011-12-31 | $355,107 |
Benefits paid (including direct rollovers) | 2011-12-31 | $355,107 |
Total plan assets at end of year | 2011-12-31 | $3,841,997 |
Total plan assets at beginning of year | 2011-12-31 | $3,987,070 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $176,048 |
Other income received | 2011-12-31 | $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 securities | 2011-12-31 | $0 |
2010 : FOOTE SCHOOL TDA PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $534,725 |
Expenses. Total of all expenses incurred | 2010-12-31 | $75,342 |
Benefits paid (including direct rollovers) | 2010-12-31 | $75,342 |
Total plan assets at end of year | 2010-12-31 | $3,987,070 |
Total plan assets at beginning of year | 2010-12-31 | $3,527,687 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $184,205 |
Other income received | 2010-12-31 | $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 securities | 2010-12-31 | $0 |
2009 : FOOTE SCHOOL TDA PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2018: FOOTE SCHOOL TDA PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | This submission is the final filing | Yes |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: FOOTE SCHOOL TDA PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: FOOTE SCHOOL TDA PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: FOOTE SCHOOL TDA PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: FOOTE SCHOOL TDA PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: FOOTE SCHOOL TDA PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: FOOTE SCHOOL TDA PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: FOOTE SCHOOL TDA PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: FOOTE SCHOOL TDA PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: FOOTE SCHOOL TDA PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 315697 |
Policy instance | 1 |
Insurance contract or identification number | 315697 | Number of Individuals Covered | 0 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 |
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TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 315697 |
Policy instance | 1 |
Insurance contract or identification number | 315697 | Number of Individuals Covered | 61 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 |
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TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 315697 |
Policy instance | 1 |
Insurance contract or identification number | 315697 | Number of Individuals Covered | 60 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 |
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TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 315697 |
Policy instance | 1 |
Insurance contract or identification number | 315697 | Number of Individuals Covered | 60 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 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 |
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TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 315697 |
Policy instance | 1 |
Insurance contract or identification number | 315697 | Number of Individuals Covered | 59 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 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 |
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TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 315697 |
Policy instance | 1 |
Insurance contract or identification number | 315697 | Number of Individuals Covered | 59 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 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 |
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TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 315697 |
Policy instance | 1 |
Insurance contract or identification number | 315697 | Number of Individuals Covered | 63 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 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 |
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TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 315697 |
Policy instance | 1 |
Insurance contract or identification number | 315697 | Number of Individuals Covered | 62 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 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 |
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