401k Plan data: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN plan

KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN
Plan identification number	003

KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met. Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

KINGSWOOD OXFORD SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: KINGSWOOD OXFORD SCHOOL

Employer identification number (EIN): 060646688

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01 COLLEEN WOERLEN 2020-07-24 COLLEEN WOERLEN 2020-07-24
003 2018-01-01 COLLEEN WOERLEN 2019-07-26 COLLEEN WOERLEN 2019-07-26
003 2017-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 COLLEEN WOERLEN
003 2011-01-01 COLLEEN WOERLEN
003 2010-01-01 COLLEEN WOERLEN
003 2009-01-01 COLLEEN WOERLEN

Plan Statistics for KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 332
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 209
Number of other retired or separated participants entitled to future benefits 2022-01-01 124
Total of all active and inactive participants 2022-01-01 333
Total participants 2022-01-01 333
Number of participants with account balances 2022-01-01 333
2021: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 317
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 205
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 127
Total of all active and inactive participants 2021-01-01 332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 332
Number of participants with account balances 2021-01-01 300
2020: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 321
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 186
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 131
Total of all active and inactive participants 2020-01-01 317
Total participants 2020-01-01 317
Number of participants with account balances 2020-01-01 304
2019: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 317
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 180
Number of other retired or separated participants entitled to future benefits 2019-01-01 141
Total of all active and inactive participants 2019-01-01 321
Total participants 2019-01-01 321
Number of participants with account balances 2019-01-01 308
2018: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 320
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 203
Number of other retired or separated participants entitled to future benefits 2018-01-01 126
Total of all active and inactive participants 2018-01-01 329
Total participants 2018-01-01 329
Number of participants with account balances 2018-01-01 317
2017: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 235
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 192
Number of other retired or separated participants entitled to future benefits 2017-01-01 128
Total of all active and inactive participants 2017-01-01 320
Total participants 2017-01-01 320
Number of participants with account balances 2017-01-01 307
2016: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 141
Number of other retired or separated participants entitled to future benefits 2016-01-01 109
Total of all active and inactive participants 2016-01-01 250
Total participants 2016-01-01 250
Number of participants with account balances 2016-01-01 235
2015: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 127
Number of other retired or separated participants entitled to future benefits 2015-01-01 111
Total of all active and inactive participants 2015-01-01 238
Total participants 2015-01-01 238
Number of participants with account balances 2015-01-01 224
2014: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 126
Number of other retired or separated participants entitled to future benefits 2014-01-01 100
Total of all active and inactive participants 2014-01-01 226
Total participants 2014-01-01 226
Number of participants with account balances 2014-01-01 212
2013: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 125
Number of other retired or separated participants entitled to future benefits 2013-01-01 95
Total of all active and inactive participants 2013-01-01 220
Total participants 2013-01-01 220
Number of participants with account balances 2013-01-01 213
2012: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 128
Number of other retired or separated participants entitled to future benefits 2012-01-01 61
Total of all active and inactive participants 2012-01-01 189
Total participants 2012-01-01 189
Number of participants with account balances 2012-01-01 178
2011: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 309
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 270
Number of other retired or separated participants entitled to future benefits 2011-01-01 37
Total of all active and inactive participants 2011-01-01 307
Total participants 2011-01-01 307
Number of participants with account balances 2011-01-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 309
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 269
Number of other retired or separated participants entitled to future benefits 2010-01-01 40
Total of all active and inactive participants 2010-01-01 309
Total participants 2010-01-01 309
Number of participants with account balances 2010-01-01 261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 271
Number of other retired or separated participants entitled to future benefits 2009-01-01 37
Total of all active and inactive participants 2009-01-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 309
Number of participants with account balances 2009-01-01 261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	332
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	209
Number of other retired or separated participants entitled to future benefits	2022-01-01	124
Total of all active and inactive participants	2022-01-01	333
Total participants	2022-01-01	333
Number of participants with account balances	2022-01-01	333
2021: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	317
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	205
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	127
Total of all active and inactive participants	2021-01-01	332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	332
Number of participants with account balances	2021-01-01	300
2020: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	321
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	186
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	131
Total of all active and inactive participants	2020-01-01	317
Total participants	2020-01-01	317
Number of participants with account balances	2020-01-01	304
2019: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	317
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	180
Number of other retired or separated participants entitled to future benefits	2019-01-01	141
Total of all active and inactive participants	2019-01-01	321
Total participants	2019-01-01	321
Number of participants with account balances	2019-01-01	308
2018: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	320
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	203
Number of other retired or separated participants entitled to future benefits	2018-01-01	126
Total of all active and inactive participants	2018-01-01	329
Total participants	2018-01-01	329
Number of participants with account balances	2018-01-01	317
2017: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	235
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	192
Number of other retired or separated participants entitled to future benefits	2017-01-01	128
Total of all active and inactive participants	2017-01-01	320
Total participants	2017-01-01	320
Number of participants with account balances	2017-01-01	307
2016: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	141
Number of other retired or separated participants entitled to future benefits	2016-01-01	109
Total of all active and inactive participants	2016-01-01	250
Total participants	2016-01-01	250
Number of participants with account balances	2016-01-01	235
2015: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	127
Number of other retired or separated participants entitled to future benefits	2015-01-01	111
Total of all active and inactive participants	2015-01-01	238
Total participants	2015-01-01	238
Number of participants with account balances	2015-01-01	224
2014: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	126
Number of other retired or separated participants entitled to future benefits	2014-01-01	100
Total of all active and inactive participants	2014-01-01	226
Total participants	2014-01-01	226
Number of participants with account balances	2014-01-01	212
2013: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	125
Number of other retired or separated participants entitled to future benefits	2013-01-01	95
Total of all active and inactive participants	2013-01-01	220
Total participants	2013-01-01	220
Number of participants with account balances	2013-01-01	213
2012: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	128
Number of other retired or separated participants entitled to future benefits	2012-01-01	61
Total of all active and inactive participants	2012-01-01	189
Total participants	2012-01-01	189
Number of participants with account balances	2012-01-01	178
2011: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	309
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	270
Number of other retired or separated participants entitled to future benefits	2011-01-01	37
Total of all active and inactive participants	2011-01-01	307
Total participants	2011-01-01	307
Number of participants with account balances	2011-01-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	309
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	269
Number of other retired or separated participants entitled to future benefits	2010-01-01	40
Total of all active and inactive participants	2010-01-01	309
Total participants	2010-01-01	309
Number of participants with account balances	2010-01-01	261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	271
Number of other retired or separated participants entitled to future benefits	2009-01-01	37
Total of all active and inactive participants	2009-01-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	309
Number of participants with account balances	2009-01-01	261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2022 : KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-5,741,811
Total unrealized appreciation/depreciation of assets	2022-12-31	$-5,741,811
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$6,205
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$42,352
Total income from all sources (including contributions)	2022-12-31	$-3,308,838
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,853,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,708,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,457,837
Value of total assets at end of year	2022-12-31	$26,386,206
Value of total assets at beginning of year	2022-12-31	$31,585,051
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$144,964
Total interest from all sources	2022-12-31	$312,274
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$628,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$628,251
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$734,941
Participant contributions at end of year	2022-12-31	$56,219
Participant contributions at beginning of year	2022-12-31	$91,691
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$6,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$42,352
Other income not declared elsewhere	2022-12-31	$34,611
Administrative expenses (other) incurred	2022-12-31	$144,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,162,698
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$26,380,001
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$31,542,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$23,360,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$27,978,484
Value of interest in pooled separate accounts at end of year	2022-12-31	$205,424
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$211,054
Interest on participant loans	2022-12-31	$3,811
Interest earned on other investments	2022-12-31	$308,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,763,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,303,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$719,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,708,896
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$2,761,958
Total unrealized appreciation/depreciation of assets	2021-12-31	$2,761,958
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$42,352
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,675
Total income from all sources (including contributions)	2021-12-31	$5,241,825
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,398,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,242,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,477,371
Value of total assets at end of year	2021-12-31	$31,585,051
Value of total assets at beginning of year	2021-12-31	$29,701,505
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$156,237
Total interest from all sources	2021-12-31	$92,181
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$862,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$862,194
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$748,286
Participant contributions at end of year	2021-12-31	$91,691
Participant contributions at beginning of year	2021-12-31	$0
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$151,187
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$40,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$42,352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$1,675
Other income not declared elsewhere	2021-12-31	$48,121
Administrative expenses (other) incurred	2021-12-31	$156,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,842,869
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$31,542,699
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$29,699,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$27,978,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$26,003,494
Value of interest in pooled separate accounts at end of year	2021-12-31	$211,054
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$193,499
Interest on participant loans	2021-12-31	$6,452
Interest earned on other investments	2021-12-31	$85,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,303,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,353,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$689,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,242,719
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$2,939,195
Total unrealized appreciation/depreciation of assets	2020-12-31	$2,939,195
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,675
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$42,318
Total income from all sources (including contributions)	2020-12-31	$5,182,964
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$921,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$780,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,485,602
Value of total assets at end of year	2020-12-31	$29,701,505
Value of total assets at beginning of year	2020-12-31	$25,480,481
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$140,890
Total interest from all sources	2020-12-31	$94,244
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$624,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$624,962
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$730,654
Participant contributions at end of year	2020-12-31	$151,187
Participant contributions at beginning of year	2020-12-31	$156,946
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$81,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$1,675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$42,318
Other income not declared elsewhere	2020-12-31	$38,961
Administrative expenses (other) incurred	2020-12-31	$140,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,261,667
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$29,699,830
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$25,438,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$26,003,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,002,482
Value of interest in pooled separate accounts at end of year	2020-12-31	$193,499
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$18,446,967
Interest on participant loans	2020-12-31	$8,430
Interest earned on other investments	2020-12-31	$85,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,353,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,874,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$673,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$780,407
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$3,645,239
Total unrealized appreciation/depreciation of assets	2019-12-31	$3,645,239
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$42,318
Total income from all sources (including contributions)	2019-12-31	$5,704,665
Total of all expenses incurred	2019-12-31	$2,218,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,072,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,387,884
Value of total assets at end of year	2019-12-31	$25,480,481
Value of total assets at beginning of year	2019-12-31	$21,951,875
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$145,516
Total interest from all sources	2019-12-31	$626,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$699,374
Participant contributions at end of year	2019-12-31	$156,946
Participant contributions at beginning of year	2019-12-31	$145,187
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$31,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$42,318
Other income not declared elsewhere	2019-12-31	$44,683
Administrative expenses (other) incurred	2019-12-31	$145,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,486,288
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$25,438,163
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$21,951,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,002,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,699,372
Value of interest in pooled separate accounts at end of year	2019-12-31	$18,446,967
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$15,257,960
Interest on participant loans	2019-12-31	$7,474
Interest earned on other investments	2019-12-31	$619,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,874,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,849,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$657,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,072,861
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BLUM, SHAPIRO & COMPANY
Accountancy firm EIN	2019-12-31	061009205
2018 : KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-1,650,614
Total unrealized appreciation/depreciation of assets	2018-12-31	$-1,650,614
Total income from all sources (including contributions)	2018-12-31	$450,944
Total of all expenses incurred	2018-12-31	$2,004,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,875,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,369,091
Value of total assets at end of year	2018-12-31	$21,951,875
Value of total assets at beginning of year	2018-12-31	$23,505,656
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$129,352
Total interest from all sources	2018-12-31	$698,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$649,442
Participant contributions at end of year	2018-12-31	$145,187
Participant contributions at beginning of year	2018-12-31	$123,558
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$77,414
Other income not declared elsewhere	2018-12-31	$33,781
Administrative expenses (other) incurred	2018-12-31	$129,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,553,781
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$21,951,875
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$23,505,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,699,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,231,542
Value of interest in pooled separate accounts at end of year	2018-12-31	$15,257,960
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$16,308,797
Interest on participant loans	2018-12-31	$8,133
Interest earned on other investments	2018-12-31	$690,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,849,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,841,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$642,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,875,373
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BLUM, SHAPIRO & COMPANY
Accountancy firm EIN	2018-12-31	061009205
2017 : KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$2,789,217
Total unrealized appreciation/depreciation of assets	2017-12-31	$2,789,217
Total income from all sources (including contributions)	2017-12-31	$4,705,805
Total of all expenses incurred	2017-12-31	$1,623,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,509,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,299,483
Value of total assets at end of year	2017-12-31	$23,505,656
Value of total assets at beginning of year	2017-12-31	$20,423,378
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$113,666
Total interest from all sources	2017-12-31	$588,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$616,204
Participant contributions at end of year	2017-12-31	$123,558
Participant contributions at beginning of year	2017-12-31	$80,758
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$65,617
Other income not declared elsewhere	2017-12-31	$29,008
Administrative expenses (other) incurred	2017-12-31	$113,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,082,278
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$23,505,656
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$20,423,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,231,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,631,269
Value of interest in pooled separate accounts at end of year	2017-12-31	$16,308,797
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$13,440,733
Interest on participant loans	2017-12-31	$4,128
Interest earned on other investments	2017-12-31	$583,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,841,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,270,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$617,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,509,861
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BLUM, SHAPIRO & COMPANY
Accountancy firm EIN	2017-12-31	061009205
2016 : KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$619,159
Total unrealized appreciation/depreciation of assets	2016-12-31	$619,159
Total income from all sources (including contributions)	2016-12-31	$2,524,994
Total of all expenses incurred	2016-12-31	$1,430,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,334,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,243,309
Value of total assets at end of year	2016-12-31	$20,423,378
Value of total assets at beginning of year	2016-12-31	$19,328,452
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$95,985
Total interest from all sources	2016-12-31	$637,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$604,400
Participant contributions at end of year	2016-12-31	$80,758
Participant contributions at beginning of year	2016-12-31	$88,617
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$38,384
Other income not declared elsewhere	2016-12-31	$25,206
Administrative expenses (other) incurred	2016-12-31	$95,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,094,926
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$20,423,378
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,328,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,631,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,495,714
Value of interest in pooled separate accounts at end of year	2016-12-31	$13,440,733
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$12,596,234
Interest on participant loans	2016-12-31	$3,396
Interest earned on other investments	2016-12-31	$633,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,270,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,147,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$600,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,334,083
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BLUM SHAPIRO & COMPANY
Accountancy firm EIN	2016-12-31	061009205
2015 : KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-654,809
Total unrealized appreciation/depreciation of assets	2015-12-31	$-654,809
Total income from all sources (including contributions)	2015-12-31	$1,374,930
Total of all expenses incurred	2015-12-31	$419,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$329,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,273,271
Value of total assets at end of year	2015-12-31	$19,328,452
Value of total assets at beginning of year	2015-12-31	$18,373,334
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$90,516
Total interest from all sources	2015-12-31	$734,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$633,541
Participant contributions at end of year	2015-12-31	$88,617
Participant contributions at beginning of year	2015-12-31	$83,645
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$26,570
Other income not declared elsewhere	2015-12-31	$21,964
Administrative expenses (other) incurred	2015-12-31	$90,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$955,118
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,328,452
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,373,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,495,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,645,201
Value of interest in pooled separate accounts at end of year	2015-12-31	$12,596,234
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$11,681,574
Interest on participant loans	2015-12-31	$3,513
Interest earned on other investments	2015-12-31	$730,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,147,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,962,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$613,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$329,296
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BLUM SHAPIRO & COMPANY
Accountancy firm EIN	2015-12-31	061009205
2014 : KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,471,877
Total of all expenses incurred	2014-12-31	$1,803,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,713,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,398,621
Value of total assets at end of year	2014-12-31	$18,373,334
Value of total assets at beginning of year	2014-12-31	$17,704,554
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$89,678
Total interest from all sources	2014-12-31	$575,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$613,549
Participant contributions at end of year	2014-12-31	$83,645
Participant contributions at beginning of year	2014-12-31	$84,701
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$180,252
Other income not declared elsewhere	2014-12-31	$22,343
Administrative expenses (other) incurred	2014-12-31	$89,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$668,780
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$18,373,334
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$17,704,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,645,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,967,565
Value of interest in pooled separate accounts at end of year	2014-12-31	$11,681,574
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$10,839,765
Interest on participant loans	2014-12-31	$3,491
Interest earned on other investments	2014-12-31	$572,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,962,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,812,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$274,581
Net investment gain/loss from pooled separate accounts	2014-12-31	$200,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$604,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,713,419
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BLUM SHAPIRO & COMPANY
Accountancy firm EIN	2014-12-31	061009205
2013 : KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$3,839,929
Total of all expenses incurred	2013-12-31	$722,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$666,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,242,245
Value of total assets at end of year	2013-12-31	$17,704,554
Value of total assets at beginning of year	2013-12-31	$14,586,990
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$55,406
Total interest from all sources	2013-12-31	$412,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$601,625
Participant contributions at end of year	2013-12-31	$84,701
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$41,119
Administrative expenses (other) incurred	2013-12-31	$55,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,117,564
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$17,704,554
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$14,586,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,967,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,474,098
Value of interest in pooled separate accounts at end of year	2013-12-31	$10,839,765
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$8,213,027
Interest on participant loans	2013-12-31	$2,004
Interest earned on other investments	2013-12-31	$410,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,812,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,899,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$767,703
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,416,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$599,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$666,959
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BLUM SHAPIRO & COMPANY
Accountancy firm EIN	2013-12-31	061009205
2012 : KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$6,208,578
Total of all expenses incurred	2012-12-31	$717,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$675,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,940,472
Value of total assets at end of year	2012-12-31	$14,586,990
Value of total assets at beginning of year	2012-12-31	$9,095,473
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$41,402
Total interest from all sources	2012-12-31	$267,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$585,767
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$3,785,667
Administrative expenses (other) incurred	2012-12-31	$41,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$5,491,517
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$14,586,990
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,095,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,474,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,985,839
Value of interest in pooled separate accounts at end of year	2012-12-31	$8,213,027
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$385,767
Interest earned on other investments	2012-12-31	$267,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,899,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,723,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$579,377
Net investment gain/loss from pooled separate accounts	2012-12-31	$421,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$569,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$675,659
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BLUM SHAPIRO & COMPANY
Accountancy firm EIN	2012-12-31	061009205
2011 : KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$657,365
Total of all expenses incurred	2011-12-31	$546,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$546,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$600,996
Value of total assets at end of year	2011-12-31	$9,095,473
Value of total assets at beginning of year	2011-12-31	$8,984,926
Total interest from all sources	2011-12-31	$91,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$590,085
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$10,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$110,547
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,095,473
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,984,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,985,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$6,127,360
Value of interest in pooled separate accounts at end of year	2011-12-31	$385,767
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$289,946
Interest earned on other investments	2011-12-31	$91,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,723,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,567,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$40,710
Net investment gain/loss from pooled separate accounts	2011-12-31	$-76,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$546,818
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BLUM SHAPIRO & COMPANY
Accountancy firm EIN	2011-12-31	061009205
2010 : KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,398,751
Total of all expenses incurred	2010-12-31	$251,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$251,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$574,625
Value of total assets at end of year	2010-12-31	$8,984,926
Value of total assets at beginning of year	2010-12-31	$7,837,317
Total interest from all sources	2010-12-31	$82,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$569,969
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$4,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,147,609
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,984,926
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,837,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$6,127,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,184,917
Value of interest in pooled separate accounts at end of year	2010-12-31	$289,946
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$254,833
Interest earned on other investments	2010-12-31	$82,583
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,567,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,397,567
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$3,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$709,336
Net investment gain/loss from pooled separate accounts	2010-12-31	$32,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$247,554
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BLUM SHAPIRO & COMPANY
Accountancy firm EIN	2010-12-31	061009205

Form 5500 Responses for KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN

2022: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: KINGSWOOD OXFORD SCHOOL, INC. TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
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 benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666349

Policy instance

Insurance contract or identification number	666349
Number of Individuals Covered	218
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

367253

Policy instance

Insurance contract or identification number	367253
Number of Individuals Covered	120
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666349

Policy instance

Insurance contract or identification number	666349
Number of Individuals Covered	209
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $34
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $34
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ALLOCATED NON-CASH COMPENSATION
Insurance broker organization code?	3

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

Policy contract number

367253

Policy instance

Insurance contract or identification number	367253
Number of Individuals Covered	128
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

367253

Policy instance

Insurance contract or identification number	367253
Number of Individuals Covered	137
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666349

Policy instance

Insurance contract or identification number	666349
Number of Individuals Covered	196
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,538
Total amount of fees paid to insurance company	USD $510
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,538
Amount paid for insurance broker fees	510
Additional information about fees paid to insurance broker	ALLOCATED NON-CASH COMPENSATION
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666349

Policy instance

Insurance contract or identification number	666349
Number of Individuals Covered	196
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $398
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $398
Insurance broker organization code?	3

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

Policy contract number

367253

Policy instance

Insurance contract or identification number	367253
Number of Individuals Covered	143
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

666349

Policy instance

Insurance contract or identification number	666349
Number of Individuals Covered	184
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 contract types other than deposit administration, immediate participation guarantee or 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 number

367253

Policy instance

Insurance contract or identification number	367253
Number of Individuals Covered	156
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ349

Policy instance

Insurance contract or identification number	VFZ349
Number of Individuals Covered	127
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,632
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,632
Insurance broker organization code?	3
Insurance broker name	SCOTT W. REED

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

Policy contract number

367253

Policy instance

Insurance contract or identification number	367253
Number of Individuals Covered	168
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

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

Policy contract number

367253

Policy instance

Insurance contract or identification number	367253
Number of Individuals Covered	172
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ349

Policy instance

Insurance contract or identification number	VFZ349
Number of Individuals Covered	126
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,498
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,498
Insurance broker organization code?	3
Insurance broker name	SCOTT W. REED

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

Policy contract number

367253

Policy instance

Insurance contract or identification number	367253
Number of Individuals Covered	186
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFX349

Policy instance

Insurance contract or identification number	VFX349
Number of Individuals Covered	125
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,316
Total amount of fees paid to insurance company	USD $14
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,316
Amount paid for insurance broker fees	14
Additional information about fees paid to insurance broker	ALLOCATED NON-CASH COMP
Insurance broker organization code?	3
Insurance broker name	SCOTT W. REED

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VFZ349

Policy instance

Insurance contract or identification number	VFZ349
Number of Individuals Covered	128
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $5,097
Total amount of fees paid to insurance company	USD $33
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,097
Amount paid for insurance broker fees	33
Additional information about fees paid to insurance broker	ALLOCATED NON-CASH COMP
Insurance broker organization code?	3
Insurance broker name	SCOTT W. REED

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

Policy contract number

367253

Policy instance

Insurance contract or identification number	367253
Number of Individuals Covered	196
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

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

Policy contract number

367253

Policy instance

Insurance contract or identification number	367253
Number of Individuals Covered	255
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

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

Policy contract number

367253

Policy instance

Insurance contract or identification number	367253
Number of Individuals Covered	261
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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Company Name:	KINGSWOOD OXFORD SCHOOL
Employer identification number (EIN):	060646688
NAIC Classification:	611000