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SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 401k Plan overview

Plan NameSPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN
Plan identification number 001

SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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.
  • 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

SPONSORS FOR EDUCATIONAL OPPORTUNITY has sponsored the creation of one or more 401k plans.

Company Name:SPONSORS FOR EDUCATIONAL OPPORTUNITY
Employer identification number (EIN):132578670
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about SPONSORS FOR EDUCATIONAL OPPORTUNITY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5230391

More information about SPONSORS FOR EDUCATIONAL OPPORTUNITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOSHUA GARLENSKI2023-10-16 JOSHUA GARLENSKI2023-10-16
0012021-01-01
0012021-01-01JOSHUA GARLENSKI2023-09-13 JOSHUA GARLENSKI2023-09-13
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01MICHELLE DEFOSSETT MICHELLE DEFOSSETT2018-10-15
0012017-01-01MICHELLE DEFOSSETT MICHELLE DEFOSSETT2019-03-20
0012016-01-01MICHELLE DEFOSSETT2017-07-26 MICHELLE DEFOSSETT2017-07-26
0012015-01-01MICHELLE DEFOSSETT2016-10-03 MICHELLE DEFOSSETT2016-10-03
0012014-01-01MICHELLE DEFOSSETT2015-08-27 MICHELLE DEFOSSETT2015-08-27
0012013-01-01GREG SMITH2014-07-28 GREG SMITH2014-07-28
0012012-01-01GREG SMITH2013-06-28 GREG SMITH2013-06-28
0012011-01-01GREG SMITH2012-08-27 GREG SMITH2012-08-27
0012010-01-01GREG SMITH2011-07-18
0012009-01-01GREGORY SMITH
0012009-01-01GREGORY SMITH
0012009-01-01GREGORY SMITH

Plan Statistics for SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN

401k plan membership statisitcs for SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN

Measure Date Value
2022: SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01309
Total number of active participants reported on line 7a of the Form 55002022-01-01253
Number of other retired or separated participants entitled to future benefits2022-01-01106
Total of all active and inactive participants2022-01-01359
Total participants2022-01-01359
Number of participants with account balances2022-01-01357
2021: SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01265
Total number of active participants reported on line 7a of the Form 55002021-01-01207
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01102
Total of all active and inactive participants2021-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01309
Number of participants with account balances2021-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01228
Total number of active participants reported on line 7a of the Form 55002020-01-01161
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01104
Total of all active and inactive participants2020-01-01265
Total participants2020-01-01265
Number of participants with account balances2020-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01221
Total number of active participants reported on line 7a of the Form 55002019-01-01136
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0192
Total of all active and inactive participants2019-01-01228
Total participants2019-01-01228
Number of participants with account balances2019-01-01227
2018: SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01195
Total number of active participants reported on line 7a of the Form 55002018-01-01112
Number of other retired or separated participants entitled to future benefits2018-01-01109
Total of all active and inactive participants2018-01-01221
Total participants2018-01-01221
Number of participants with account balances2018-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01167
Total number of active participants reported on line 7a of the Form 55002017-01-0193
Number of retired or separated participants receiving benefits2017-01-01111
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01204
Total participants2017-01-01204
Number of participants with account balances2017-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2009: SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0198
Total number of active participants reported on line 7a of the Form 55002009-01-0137
Number of other retired or separated participants entitled to future benefits2009-01-0164
Total of all active and inactive participants2009-01-01101
Total participants2009-01-01101
Number of participants with account balances2009-01-0193

Financial Data on SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN

Measure Date Value
2022 : SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-549,327
Total of all expenses incurred2022-12-31$171,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$166,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,759,150
Value of total assets at end of year2022-12-31$12,884,235
Value of total assets at beginning of year2022-12-31$13,604,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,935
Total interest from all sources2022-12-31$15,791
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$55,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$55,130
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,094,169
Participant contributions at end of year2022-12-31$72,517
Participant contributions at beginning of year2022-12-31$62,778
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$69,739
Administrative expenses (other) incurred2022-12-31$355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-720,735
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,884,235
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,604,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,917,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,779,262
Value of interest in pooled separate accounts at end of year2022-12-31$506,530
Value of interest in pooled separate accounts at beginning of year2022-12-31$494,074
Interest on participant loans2022-12-31$3,003
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$12,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,387,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,268,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,379,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$595,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$166,473
Contract administrator fees2022-12-31$4,580
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31131381590
2021 : SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,522,273
Total of all expenses incurred2021-12-31$691,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$689,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,520,532
Value of total assets at end of year2021-12-31$14,869,254
Value of total assets at beginning of year2021-12-31$12,038,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,306
Total interest from all sources2021-12-31$45,420
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$24,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$24,701
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$886,596
Participant contributions at end of year2021-12-31$62,778
Participant contributions at beginning of year2021-12-31$9,898
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$69,683
Other income not declared elsewhere2021-12-31$7,679
Administrative expenses (other) incurred2021-12-31$224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,830,996
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,869,254
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,038,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,875,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,203,911
Value of interest in pooled separate accounts at end of year2021-12-31$1,392,538
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,376,482
Interest on participant loans2021-12-31$2,260
Interest earned on other investments2021-12-31$43,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$538,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$447,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,841,901
Net investment gain/loss from pooled separate accounts2021-12-31$82,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$564,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$689,971
Contract administrator fees2021-12-31$1,082
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31131381590
2020 : SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,083,776
Total of all expenses incurred2020-12-31$266,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$266,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,271,720
Value of total assets at end of year2020-12-31$12,038,258
Value of total assets at beginning of year2020-12-31$8,221,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$50
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$50
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$693,400
Participant contributions at end of year2020-12-31$9,898
Participant contributions at beginning of year2020-12-31$1,286
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$126,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,817,035
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,038,258
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,221,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,203,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,310,877
Value of interest in pooled separate accounts at end of year2020-12-31$1,376,482
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,871,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$447,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,037,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,812,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$451,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$266,691
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LILLING & COMPANY, LLP
Accountancy firm EIN2020-12-31133447681
2019 : SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,691,857
Total income from all sources (including contributions)2019-12-31$2,691,857
Total of all expenses incurred2019-12-31$165,821
Total of all expenses incurred2019-12-31$165,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$158,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$158,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$822,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$822,638
Value of total assets at end of year2019-12-31$8,789,560
Value of total assets at end of year2019-12-31$8,789,560
Value of total assets at beginning of year2019-12-31$6,263,524
Value of total assets at beginning of year2019-12-31$6,263,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,527
Total interest from all sources2019-12-31$39,545
Total interest from all sources2019-12-31$39,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$426,477
Contributions received from participants2019-12-31$426,477
Participant contributions at end of year2019-12-31$1,286
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$82,806
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$82,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,526,036
Value of net income/loss2019-12-31$2,526,036
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,789,560
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,789,560
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,263,524
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,263,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,607,830
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,607,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,917,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,917,756
Value of interest in pooled separate accounts at end of year2019-12-31$1,871,207
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,312,711
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,312,711
Interest earned on other investments2019-12-31$39,545
Interest earned on other investments2019-12-31$39,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,181,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,181,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,033,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,033,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,803,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,803,600
Net investment gain/loss from pooled separate accounts2019-12-31$26,074
Net investment gain/loss from pooled separate accounts2019-12-31$26,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$313,355
Contributions received in cash from employer2019-12-31$313,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$158,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$158,294
Contract administrator fees2019-12-31$7,527
Contract administrator fees2019-12-31$7,527
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LILLING & COMPANY, LLP
Accountancy firm name2019-12-31LILLING & COMPANY, LLP
Accountancy firm EIN2019-12-31133447681
Accountancy firm EIN2019-12-31133447681
2018 : SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,374,000
Total of all expenses incurred2018-12-31$238,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$238,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$747,211
Value of total assets at end of year2018-12-31$7,159,075
Value of total assets at beginning of year2018-12-31$6,023,325
Total interest from all sources2018-12-31$37,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$429,137
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$34,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,135,750
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,159,075
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,023,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,474,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,999,219
Value of interest in pooled separate accounts at end of year2018-12-31$505,892
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,144,309
Interest earned on other investments2018-12-31$37,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,178,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$879,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$566,365
Net investment gain/loss from pooled separate accounts2018-12-31$23,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$284,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$238,250
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LILLING & COMPANY, LLP
Accountancy firm EIN2018-12-31133447681
2017 : SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,544,308
Total of all expenses incurred2017-12-31$130,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$130,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$663,473
Value of total assets at end of year2017-12-31$6,981,541
Value of total assets at beginning of year2017-12-31$5,567,512
Total interest from all sources2017-12-31$32,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$400,514
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$18,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,414,029
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,981,541
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,567,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,469,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,196,794
Value of interest in pooled separate accounts at end of year2017-12-31$485,399
Value of interest in pooled separate accounts at beginning of year2017-12-31$446,434
Interest earned on other investments2017-12-31$32,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,026,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$924,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$828,777
Net investment gain/loss from pooled separate accounts2017-12-31$19,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$244,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$130,279
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LILLING & COMPANY, LLP
Accountancy firm EIN2017-12-31133447681

Form 5500 Responses for SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN

2022: SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2009: SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) DC PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386956
Policy instance 1
Insurance contract or identification number386956
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number386956
Policy instance 1
Insurance contract or identification number386956
Number of Individuals Covered261
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386956
Policy instance 1
Insurance contract or identification number386956
Number of Individuals Covered259
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386956
Policy instance 1
Insurance contract or identification number386956
Number of Individuals Covered227
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386956
Policy instance 1
Insurance contract or identification number386956
Number of Individuals Covered216
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386956
Policy instance 1
Insurance contract or identification number386956
Number of Individuals Covered189
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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