401k Plan data: WESTMINSTER SCHOOL TAX-DEFERRED ANNUITY PLAN plan

WESTMINSTER SCHOOL TAX-DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	WESTMINSTER SCHOOL TAX-DEFERRED ANNUITY PLAN
Plan identification number	002

WESTMINSTER SCHOOL 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.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

TRUSTEES OF WESTMINSTER SCHOOL INC. has sponsored the creation of one or more 401k plans.

Company Name: TRUSTEES OF WESTMINSTER SCHOOL INC.

Employer identification number (EIN): 060646960

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTMINSTER SCHOOL TAX-DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 W. THOMAS EARL
002 2011-01-01 TOM EARL
002 2010-01-01 W.THOMAS EARL

Plan id#	Filing Submission Date	Name of Administrator
002	2012-01-01	W. THOMAS EARL
002	2011-01-01	TOM EARL
002	2010-01-01	W.THOMAS EARL

Plan Statistics for WESTMINSTER SCHOOL TAX-DEFERRED ANNUITY PLAN

401k plan membership statisitcs for WESTMINSTER SCHOOL TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2012: WESTMINSTER SCHOOL TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
2011: WESTMINSTER SCHOOL TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 67
Number of other retired or separated participants entitled to future benefits 2011-01-01 41
Total of all active and inactive participants 2011-01-01 108
Total participants 2011-01-01 108
Number of participants with account balances 2011-01-01 103
2010: WESTMINSTER SCHOOL TAX-DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 113
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 41
Total of all active and inactive participants 2010-01-01 156
Total participants 2010-01-01 156
Number of participants with account balances 2010-01-01 102

Measure	Date	Value
2012: WESTMINSTER SCHOOL TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
2011: WESTMINSTER SCHOOL TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	67
Number of other retired or separated participants entitled to future benefits	2011-01-01	41
Total of all active and inactive participants	2011-01-01	108
Total participants	2011-01-01	108
Number of participants with account balances	2011-01-01	103
2010: WESTMINSTER SCHOOL TAX-DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	113
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	41
Total of all active and inactive participants	2010-01-01	156
Total participants	2010-01-01	156
Number of participants with account balances	2010-01-01	102

Financial Data on WESTMINSTER SCHOOL TAX-DEFERRED ANNUITY PLAN

Measure	Date	Value
2012 : WESTMINSTER SCHOOL TAX-DEFERRED ANNUITY PLAN 2012 401k financial data
Total transfer of assets from this plan	2012-12-31	$6,048,275
Total income from all sources (including contributions)	2012-12-31	$938,275
Total of all expenses incurred	2012-12-31	$161,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$161,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$328,545
Value of total assets at end of year	2012-12-31	$0
Value of total assets at beginning of year	2012-12-31	$5,271,044
Total interest from all sources	2012-12-31	$57,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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	$328,545
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$8,477
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	$777,231
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,271,044
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,475,370
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$99,671
Interest earned on other investments	2012-12-31	$57,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,687,526
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$29,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$541,843
Net investment gain/loss from pooled separate accounts	2012-12-31	$10,384
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$131,252
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	No
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	Yes
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, P.C.
Accountancy firm EIN	2012-12-31	061009205
2011 : WESTMINSTER SCHOOL TAX-DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$303,132
Total of all expenses incurred	2011-12-31	$263,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$263,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$332,481
Value of total assets at end of year	2011-12-31	$5,271,044
Value of total assets at beginning of year	2011-12-31	$5,231,299
Total interest from all sources	2011-12-31	$54,219
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	$500,000
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	$322,531
Participant contributions at end of year	2011-12-31	$8,477
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$9,950
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	$39,745
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,271,044
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,231,299
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	$3,475,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,508,518
Value of interest in pooled separate accounts at end of year	2011-12-31	$99,671
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$66,731
Interest earned on other investments	2011-12-31	$54,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,687,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,656,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-92,878
Net investment gain/loss from pooled separate accounts	2011-12-31	$9,310
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	$263,387
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, P.C.
Accountancy firm EIN	2011-12-31	061009205
2010 : WESTMINSTER SCHOOL TAX-DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$817,405
Total of all expenses incurred	2010-12-31	$306,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$306,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$314,480
Value of total assets at end of year	2010-12-31	$5,231,299
Value of total assets at beginning of year	2010-12-31	$4,720,874
Total interest from all sources	2010-12-31	$49,645
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	$500,000
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	$313,888
Participant contributions at beginning of year	2010-12-31	$30,693
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$592
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	$510,425
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,231,299
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,720,874
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	$3,508,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,105,115
Value of interest in pooled separate accounts at end of year	2010-12-31	$66,731
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$65,706
Interest earned on other investments	2010-12-31	$49,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,656,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,519,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$445,499
Net investment gain/loss from pooled separate accounts	2010-12-31	$7,781
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	$306,980
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, P.C.
Accountancy firm EIN	2010-12-31	061009205

Form 5500 Responses for WESTMINSTER SCHOOL TAX-DEFERRED ANNUITY PLAN

2012: WESTMINSTER SCHOOL TAX-DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	This submission is the final filing	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WESTMINSTER SCHOOL 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WESTMINSTER SCHOOL 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 funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TRUSTEES OF WESTMINSTER SCHOOL INC.
Employer identification number (EIN):	060646960
NAIC Classification:	611000