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ROSLYN-TRINITY COOPERATIVE DAY SCHOOL PROFIT SHARING PLAN 401k Plan overview

Plan NameROSLYN-TRINITY COOPERATIVE DAY SCHOOL PROFIT SHARING PLAN
Plan identification number 001

ROSLYN-TRINITY COOPERATIVE DAY SCHOOL PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROSLYN-TRINITY COOPERATIVE DAY SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:ROSLYN-TRINITY COOPERATIVE DAY SCHOOL
Employer identification number (EIN):111683749
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROSLYN-TRINITY COOPERATIVE DAY SCHOOL PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEANNINE VOTRUBA2024-09-24
0012022-01-01JEANNINE VOTRUBA2023-08-03
0012021-01-01JEANNINE VOTRUBA2022-10-17
0012020-01-01JEANNINE VOTRUBA2021-10-12
0012019-01-01JEANNINE VOTRUBA2020-10-13
0012018-01-01JEANNINE VOTRUBA2019-09-19
0012017-01-01LINDI NUBEL2018-10-11
0012016-01-01LINDI NUBEL2017-10-12
0012015-01-01LINDI NUBEL2016-10-21
0012014-01-01LINDI NUBEL2015-08-27
0012013-01-01LINDI NUBEL2014-08-07
0012012-01-01LINDI NUBEL2013-09-27
0012011-01-01LINDI NUBEL2012-10-12
0012010-01-01LINDI NUBEL2011-03-30

Plan Statistics for ROSLYN-TRINITY COOPERATIVE DAY SCHOOL PROFIT SHARING PLAN

401k plan membership statisitcs for ROSLYN-TRINITY COOPERATIVE DAY SCHOOL PROFIT SHARING PLAN

Measure Date Value
2025: ROSLYN-TRINITY COOPERATIVE DAY SCHOOL PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0613
Total number of particpants at end of year2025-10-0612
Number of Participants With Account Balances2025-10-0612
2024: ROSLYN-TRINITY COOPERATIVE DAY SCHOOL PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-2414
Total number of particpants at end of year2024-09-2413
Number of Participants With Account Balances2024-09-2413

Financial Data on ROSLYN-TRINITY COOPERATIVE DAY SCHOOL PROFIT SHARING PLAN

Measure Date Value
2025 : ROSLYN-TRINITY COOPERATIVE DAY SCHOOL PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0613615
Net assets as of the end of the plan year2025-10-06800439
Total assets as of the beginning of the plan year2025-10-06702947
Value of plan covered by a fidelity bond2025-10-06500000
Participant contributions to plan in this plan year2025-10-0635726
Other expenses paid from plan in this plan year2025-10-0625
Other income to plan in this plan year2025-10-0667085
Plan net income in this plan year2025-10-0697492
Net assets as of the end of the plan year2025-10-06800439
Net assets as of the beginning of the plan year2025-10-06702947
Employer contributions to plan in this plan year2025-10-068296
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-060
2024 : ROSLYN-TRINITY COOPERATIVE DAY SCHOOL PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-240
Total liabilities as of the beginning of the plan year2024-09-240
Total expenses incurred by plan in this plan year2024-09-24278198
Net assets as of the end of the plan year2024-09-24702947
Total assets as of the beginning of the plan year2024-09-24851581
Value of plan covered by a fidelity bond2024-09-24500000
Participant contributions to plan in this plan year2024-09-2433418
Other expenses paid from plan in this plan year2024-09-2425
Other income to plan in this plan year2024-09-2487079
Plan net income in this plan year2024-09-24-148634
Net assets as of the end of the plan year2024-09-24702947
Net assets as of the beginning of the plan year2024-09-24851581
Employer contributions to plan in this plan year2024-09-249067
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-240

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