401k Plan data: NORMAN HOWARD SCHOOL 403(B) TDA PLAN plan

NORMAN HOWARD SCHOOL 403(B) TDA PLAN 401k Plan overview

Plan Name	NORMAN HOWARD SCHOOL 403(B) TDA PLAN
Plan identification number	002

NORMAN HOWARD SCHOOL 403(B) TDA PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

NORMAN HOWARD SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: NORMAN HOWARD SCHOOL

Employer identification number (EIN): 119904502

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORMAN HOWARD SCHOOL 403(B) TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01
002 2012-01-01 JOSEPH M. MARTINO
002 2011-01-01 JOSEPH M. MARTINO JOSEPH M. MARTINO 2012-07-31
002 2009-01-01 JOSEPH M MARTINO JOSEPH M MARTINO 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01
002	2012-01-01	JOSEPH M. MARTINO
002	2011-01-01	JOSEPH M. MARTINO	JOSEPH M. MARTINO	2012-07-31
002	2009-01-01	JOSEPH M MARTINO	JOSEPH M MARTINO	2010-10-07

Plan Statistics for NORMAN HOWARD SCHOOL 403(B) TDA PLAN

401k plan membership statisitcs for NORMAN HOWARD SCHOOL 403(B) TDA PLAN

Measure Date Value
2013: NORMAN HOWARD SCHOOL 403(B) TDA PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 76
Number of other retired or separated participants entitled to future benefits 2013-01-01 17
Total of all active and inactive participants 2013-01-01 93
Total participants 2013-01-01 93
Number of participants with account balances 2013-01-01 31
2012: NORMAN HOWARD SCHOOL 403(B) TDA PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 74
Number of other retired or separated participants entitled to future benefits 2012-01-01 18
Total of all active and inactive participants 2012-01-01 92
Total participants 2012-01-01 92
Number of participants with account balances 2012-01-01 31
2011: NORMAN HOWARD SCHOOL 403(B) TDA PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 76
Number of other retired or separated participants entitled to future benefits 2011-01-01 13
Total of all active and inactive participants 2011-01-01 89
Total participants 2011-01-01 89
Number of participants with account balances 2011-01-01 33
2009: NORMAN HOWARD SCHOOL 403(B) TDA PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 123
Number of retired or separated participants receiving benefits 2009-01-01 13
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 136
Number of participants with account balances 2009-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: NORMAN HOWARD SCHOOL 403(B) TDA PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	76
Number of other retired or separated participants entitled to future benefits	2013-01-01	17
Total of all active and inactive participants	2013-01-01	93
Total participants	2013-01-01	93
Number of participants with account balances	2013-01-01	31
2012: NORMAN HOWARD SCHOOL 403(B) TDA PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	74
Number of other retired or separated participants entitled to future benefits	2012-01-01	18
Total of all active and inactive participants	2012-01-01	92
Total participants	2012-01-01	92
Number of participants with account balances	2012-01-01	31
2011: NORMAN HOWARD SCHOOL 403(B) TDA PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	76
Number of other retired or separated participants entitled to future benefits	2011-01-01	13
Total of all active and inactive participants	2011-01-01	89
Total participants	2011-01-01	89
Number of participants with account balances	2011-01-01	33
2009: NORMAN HOWARD SCHOOL 403(B) TDA PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	123
Number of retired or separated participants receiving benefits	2009-01-01	13
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	136
Number of participants with account balances	2009-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NORMAN HOWARD SCHOOL 403(B) TDA PLAN

Measure	Date	Value
2013 : NORMAN HOWARD SCHOOL 403(B) TDA PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$297,131
Total of all expenses incurred	2013-12-31	$57,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$57,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$63,141
Value of total assets at end of year	2013-12-31	$1,543,417
Value of total assets at beginning of year	2013-12-31	$1,303,765
Total interest from all sources	2013-12-31	$12,761
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	$400,000
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	$54,734
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$8,407
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	$239,652
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,543,417
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,303,765
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	$1,055,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$915,167
Value of interest in pooled separate accounts at end of year	2013-12-31	$54,913
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$49,329
Interest earned on other investments	2013-12-31	$12,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$432,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$339,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$216,370
Net investment gain/loss from pooled separate accounts	2013-12-31	$4,859
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$57,479
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	BONADIO & CO., LLP
Accountancy firm EIN	2013-12-31	161131146
2012 : NORMAN HOWARD SCHOOL 403(B) TDA PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$194,737
Total of all expenses incurred	2012-12-31	$73,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$73,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$59,200
Value of total assets at end of year	2012-12-31	$1,303,765
Value of total assets at beginning of year	2012-12-31	$1,182,276
Total interest from all sources	2012-12-31	$10,758
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	$400,000
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	$50,811
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$8,389
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	$121,489
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,303,765
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,182,276
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	$915,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$814,650
Value of interest in pooled separate accounts at end of year	2012-12-31	$49,329
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$42,947
Interest earned on other investments	2012-12-31	$10,758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$339,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$324,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$120,363
Net investment gain/loss from pooled separate accounts	2012-12-31	$4,416
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	$73,248
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	BONADIO & CO., LLP
Accountancy firm EIN	2012-12-31	161131146
2011 : NORMAN HOWARD SCHOOL 403(B) TDA PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$69,400
Total of all expenses incurred	2011-12-31	$14,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$14,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$60,497
Value of total assets at end of year	2011-12-31	$1,182,276
Value of total assets at beginning of year	2011-12-31	$1,127,545
Total interest from all sources	2011-12-31	$10,155
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	$400,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$52,092
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$8,405
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	$54,731
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,182,276
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,127,545
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	$814,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$783,296
Value of interest in pooled separate accounts at end of year	2011-12-31	$42,947
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$37,533
Interest earned on other investments	2011-12-31	$10,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$324,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$306,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-6,113
Net investment gain/loss from pooled separate accounts	2011-12-31	$4,861
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	$14,669
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	BONADIO & CO., LLP
Accountancy firm EIN	2011-12-31	161131146
2010 : NORMAN HOWARD SCHOOL 403(B) TDA PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$200,651
Total of all expenses incurred	2010-12-31	$4,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$96,034
Value of total assets at end of year	2010-12-31	$1,127,545
Value of total assets at beginning of year	2010-12-31	$931,656
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	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$87,681
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$8,353
Other income not declared elsewhere	2010-12-31	$9,023
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	$195,889
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,127,545
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$931,656
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	$783,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$599,702
Value of interest in pooled separate accounts at end of year	2010-12-31	$37,533
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$44,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$306,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$287,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$91,431
Net investment gain or loss from common/collective trusts	2010-12-31	$4,163
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	$4,762
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	BONADIO & CO., LLP
Accountancy firm EIN	2010-12-31	161131146
2009 : NORMAN HOWARD SCHOOL 403(B) TDA PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for NORMAN HOWARD SCHOOL 403(B) TDA PLAN

2013: NORMAN HOWARD SCHOOL 403(B) TDA 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: NORMAN HOWARD SCHOOL 403(B) TDA 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NORMAN HOWARD SCHOOL 403(B) TDA 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
2009: NORMAN HOWARD SCHOOL 403(B) TDA PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NORMAN HOWARD SCHOOL
Employer identification number (EIN):	119904502
NAIC Classification:	611000