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KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameKENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

KENT PLACE SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:KENT PLACE SCHOOL
Employer identification number (EIN):221487233
NAIC Classification:611000

Additional information about KENT PLACE SCHOOL

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0900031780

More information about KENT PLACE SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01HEATHER AUERBACH
0012016-01-01HEATHER AUERBACH
0012015-01-01RITA OCONNOR
0012014-01-01RITA OCONNOR
0012013-01-01RITA OCONNOR
0012012-01-01RITA OCONNOR
0012011-01-01KEVIN QUINN, CFO
0012009-01-01KAREN JONES

Plan Statistics for KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01415
Total number of active participants reported on line 7a of the Form 55002022-01-01172
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01249
Total of all active and inactive participants2022-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01422
Number of participants with account balances2022-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01413
Total number of active participants reported on line 7a of the Form 55002021-01-01179
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01234
Total of all active and inactive participants2021-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01415
Number of participants with account balances2021-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01416
Total number of active participants reported on line 7a of the Form 55002020-01-01177
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01235
Total of all active and inactive participants2020-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01413
Number of participants with account balances2020-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01407
Total number of active participants reported on line 7a of the Form 55002019-01-01177
Number of other retired or separated participants entitled to future benefits2019-01-01239
Total of all active and inactive participants2019-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01416
Number of participants with account balances2019-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01404
Total number of active participants reported on line 7a of the Form 55002018-01-01178
Number of retired or separated participants receiving benefits2018-01-0194
Number of other retired or separated participants entitled to future benefits2018-01-01135
Total of all active and inactive participants2018-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01407
Number of participants with account balances2018-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01395
Total number of active participants reported on line 7a of the Form 55002017-01-01174
Number of retired or separated participants receiving benefits2017-01-0194
Number of other retired or separated participants entitled to future benefits2017-01-01135
Total of all active and inactive participants2017-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01404
Number of participants with account balances2017-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01400
Total number of active participants reported on line 7a of the Form 55002016-01-01178
Number of retired or separated participants receiving benefits2016-01-0182
Number of other retired or separated participants entitled to future benefits2016-01-01135
Total of all active and inactive participants2016-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01395
Number of participants with account balances2016-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01386
Total number of active participants reported on line 7a of the Form 55002015-01-01175
Number of retired or separated participants receiving benefits2015-01-0175
Number of other retired or separated participants entitled to future benefits2015-01-01149
Total of all active and inactive participants2015-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01400
Number of participants with account balances2015-01-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01401
Total number of active participants reported on line 7a of the Form 55002014-01-01159
Number of retired or separated participants receiving benefits2014-01-0160
Number of other retired or separated participants entitled to future benefits2014-01-01167
Total of all active and inactive participants2014-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01386
Number of participants with account balances2014-01-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01403
Total number of active participants reported on line 7a of the Form 55002013-01-01191
Number of retired or separated participants receiving benefits2013-01-0152
Number of other retired or separated participants entitled to future benefits2013-01-01157
Total of all active and inactive participants2013-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01401
Number of participants with account balances2013-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01386
Total number of active participants reported on line 7a of the Form 55002012-01-01180
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01217
Total of all active and inactive participants2012-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-01403
Number of participants with account balances2012-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01373
Total number of active participants reported on line 7a of the Form 55002011-01-01342
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0144
Total of all active and inactive participants2011-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01386
Number of participants with account balances2011-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01340
Total number of active participants reported on line 7a of the Form 55002009-01-01343
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01370
Total participants2009-01-01370
Number of participants with account balances2009-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,828,060
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,287,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,286,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,564,462
Value of total assets at end of year2022-12-31$51,377,817
Value of total assets at beginning of year2022-12-31$58,492,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$360
Total interest from all sources2022-12-31$441,341
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$536,451
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$536,451
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,250,000
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$1,200,107
Participant contributions at end of year2022-12-31$408,485
Participant contributions at beginning of year2022-12-31$429,441
Participant contributions at end of year2022-12-31$100,572
Participant contributions at beginning of year2022-12-31$84,965
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$99,933
Other income not declared elsewhere2022-12-31$46,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,115,116
Value of net assets at end of year (total assets less liabilities)2022-12-31$51,377,817
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$58,492,933
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$37,874,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$45,264,898
Value of interest in pooled separate accounts at end of year2022-12-31$2,809,780
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,376,006
Interest on participant loans2022-12-31$20,540
Interest earned on other investments2022-12-31$420,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,080,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$10,240,519
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$868,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,621,340
Net investment gain/loss from pooled separate accounts2022-12-31$204,508
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,264,422
Employer contributions (assets) at end of year2022-12-31$104,199
Employer contributions (assets) at beginning of year2022-12-31$97,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,418,034
Contract administrator fees2022-12-31$360
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 name2022-12-31PKF O'CONNOR DAVIES LLP
Accountancy firm EIN2022-12-31271728945
2021 : KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,489,705
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,780,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,777,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,567,898
Value of total assets at end of year2021-12-31$58,492,933
Value of total assets at beginning of year2021-12-31$53,784,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,057
Total interest from all sources2021-12-31$386,875
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$892,436
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$892,436
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,250,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,187,618
Participant contributions at end of year2021-12-31$429,441
Participant contributions at beginning of year2021-12-31$418,752
Participant contributions at end of year2021-12-31$84,965
Participant contributions at beginning of year2021-12-31$80,305
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$124,992
Other income not declared elsewhere2021-12-31$49,467
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$4,708,912
Value of net assets at end of year (total assets less liabilities)2021-12-31$58,492,933
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$53,784,021
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$45,264,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$40,698,602
Value of interest in pooled separate accounts at end of year2021-12-31$2,376,006
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,931,885
Interest on participant loans2021-12-31$21,826
Interest earned on other investments2021-12-31$365,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,240,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$10,564,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,238,220
Net investment gain/loss from pooled separate accounts2021-12-31$354,809
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,255,288
Employer contributions (assets) at end of year2021-12-31$97,104
Employer contributions (assets) at beginning of year2021-12-31$89,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,777,736
Contract administrator fees2021-12-31$3,057
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 name2021-12-31PKF O'CONNOR DAVIES LLP
Accountancy firm EIN2021-12-31271728945
2020 : KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,895,479
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,497,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,480,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,254,855
Value of total assets at end of year2020-12-31$53,784,021
Value of total assets at beginning of year2020-12-31$48,386,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,374
Total interest from all sources2020-12-31$436,132
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$391,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$391,391
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,250,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,083,594
Participant contributions at end of year2020-12-31$418,752
Participant contributions at beginning of year2020-12-31$366,782
Participant contributions at end of year2020-12-31$80,305
Participant contributions at beginning of year2020-12-31$77,467
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$30,038
Other income not declared elsewhere2020-12-31$40,739
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$5,397,610
Value of net assets at end of year (total assets less liabilities)2020-12-31$53,784,021
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$48,386,411
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$40,698,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,359,357
Value of interest in pooled separate accounts at end of year2020-12-31$1,931,885
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,957,263
Interest on participant loans2020-12-31$21,816
Interest earned on other investments2020-12-31$414,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$10,564,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,531,557
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$331,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,788,755
Net investment gain/loss from pooled separate accounts2020-12-31$-16,393
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,141,223
Employer contributions (assets) at end of year2020-12-31$89,720
Employer contributions (assets) at beginning of year2020-12-31$93,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,149,039
Contract administrator fees2020-12-31$17,374
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EISNERAMPER LLP
Accountancy firm EIN2020-12-31131639826
2019 : KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$9,975,795
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,024,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,988,721
Expenses. Certain deemed distributions of participant loans2019-12-31$34,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,658,136
Value of total assets at end of year2019-12-31$48,386,411
Value of total assets at beginning of year2019-12-31$41,435,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,625
Total interest from all sources2019-12-31$433,975
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$375,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$375,510
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,250,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,119,765
Participant contributions at end of year2019-12-31$366,782
Participant contributions at beginning of year2019-12-31$356,059
Participant contributions at end of year2019-12-31$77,467
Participant contributions at beginning of year2019-12-31$2,929
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$319,111
Other income not declared elsewhere2019-12-31$41,622
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$6,950,855
Value of net assets at end of year (total assets less liabilities)2019-12-31$48,386,411
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$41,435,556
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 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$35,359,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,153,687
Value of interest in pooled separate accounts at end of year2019-12-31$1,957,263
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,903,356
Interest on participant loans2019-12-31$19,599
Interest earned on other investments2019-12-31$414,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,531,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,015,843
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$141,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,362,815
Net investment gain/loss from pooled separate accounts2019-12-31$103,737
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,219,260
Employer contributions (assets) at end of year2019-12-31$93,985
Employer contributions (assets) at beginning of year2019-12-31$3,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,847,250
Contract administrator fees2019-12-31$1,625
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EISNERAMPER LLP
Accountancy firm EIN2019-12-31131639826
2018 : KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$547,910
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,353,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,343,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,128,164
Value of total assets at end of year2018-12-31$41,435,556
Value of total assets at beginning of year2018-12-31$44,241,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,915
Total interest from all sources2018-12-31$465,451
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$389,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$389,458
Administrative expenses professional fees incurred2018-12-31$8,820
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$992,604
Participant contributions at end of year2018-12-31$356,059
Participant contributions at beginning of year2018-12-31$352,570
Participant contributions at end of year2018-12-31$2,929
Participant contributions at beginning of year2018-12-31$3,201
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$50,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,805,965
Value of net assets at end of year (total assets less liabilities)2018-12-31$41,435,556
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$44,241,521
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$28,153,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,995,093
Value of interest in pooled separate accounts at end of year2018-12-31$1,903,356
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,759,602
Interest on participant loans2018-12-31$18,683
Interest earned on other investments2018-12-31$446,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,015,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,127,968
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$225,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,519,066
Net investment gain/loss from pooled separate accounts2018-12-31$83,903
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,085,047
Employer contributions (assets) at end of year2018-12-31$3,682
Employer contributions (assets) at beginning of year2018-12-31$3,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,118,281
Contract administrator fees2018-12-31$1,095
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 name2018-12-31EISNERAMPER LLP
Accountancy firm EIN2018-12-31131639826
2017 : KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,059,075
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,981,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,969,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,509,212
Value of total assets at end of year2017-12-31$44,241,521
Value of total assets at beginning of year2017-12-31$38,164,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,523
Total interest from all sources2017-12-31$455,345
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$275,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$275,138
Administrative expenses professional fees incurred2017-12-31$11,438
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$989,189
Participant contributions at end of year2017-12-31$352,570
Participant contributions at beginning of year2017-12-31$269,107
Participant contributions at end of year2017-12-31$3,201
Participant contributions at beginning of year2017-12-31$2,582
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$448,624
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$6,077,439
Value of net assets at end of year (total assets less liabilities)2017-12-31$44,241,521
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$38,164,082
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$30,995,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,950,987
Value of interest in pooled separate accounts at end of year2017-12-31$1,759,602
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,716,452
Interest on participant loans2017-12-31$12,951
Interest earned on other investments2017-12-31$442,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,127,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,222,060
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$589,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,745,257
Net investment gain/loss from pooled separate accounts2017-12-31$74,123
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,071,399
Employer contributions (assets) at end of year2017-12-31$3,087
Employer contributions (assets) at beginning of year2017-12-31$2,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,379,301
Contract administrator fees2017-12-31$1,085
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 name2017-12-31EISNERAMPER LLP
Accountancy firm EIN2017-12-31131639826
2016 : KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,452,447
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,484,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,483,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,205,628
Value of total assets at end of year2016-12-31$38,164,082
Value of total assets at beginning of year2016-12-31$35,196,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,385
Total interest from all sources2016-12-31$485,467
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$178,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$178,344
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$972,158
Participant contributions at end of year2016-12-31$269,107
Participant contributions at beginning of year2016-12-31$130,722
Participant contributions at end of year2016-12-31$2,582
Participant contributions at beginning of year2016-12-31$2,674
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$193,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,967,600
Value of net assets at end of year (total assets less liabilities)2016-12-31$38,164,082
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,196,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,950,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,461,320
Value of interest in pooled separate accounts at end of year2016-12-31$1,716,452
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,642,303
Interest on participant loans2016-12-31$7,812
Interest earned on other investments2016-12-31$477,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,222,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,956,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,498,515
Net investment gain/loss from pooled separate accounts2016-12-31$84,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,039,690
Employer contributions (assets) at end of year2016-12-31$2,894
Employer contributions (assets) at beginning of year2016-12-31$2,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,483,462
Contract administrator fees2016-12-31$1,385
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EISNERAMPER LLP
Accountancy firm EIN2016-12-31131639826
2015 : KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,432,457
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,279,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,278,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,962,477
Value of total assets at end of year2015-12-31$35,196,482
Value of total assets at beginning of year2015-12-31$34,043,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,230
Total interest from all sources2015-12-31$448,045
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$122,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$122,278
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$983,783
Participant contributions at end of year2015-12-31$130,722
Participant contributions at beginning of year2015-12-31$54,400
Participant contributions at end of year2015-12-31$2,674
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$16,971
Other income not declared elsewhere2015-12-31$-250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,152,852
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,196,482
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,043,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,461,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,633,813
Value of interest in pooled separate accounts at end of year2015-12-31$1,642,303
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,349,102
Interest on participant loans2015-12-31$5,094
Interest earned on other investments2015-12-31$442,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,956,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$11,006,315
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$258,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-217,107
Net investment gain/loss from pooled separate accounts2015-12-31$117,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$961,723
Employer contributions (assets) at end of year2015-12-31$2,861
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,020,083
Contract administrator fees2015-12-31$1,230
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EISNERAMPER LLP
Accountancy firm EIN2015-12-31131639826
2014 : KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,008,191
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,503,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,502,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,068,802
Value of total assets at end of year2014-12-31$34,043,630
Value of total assets at beginning of year2014-12-31$32,538,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$875
Total interest from all sources2014-12-31$463,476
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$103,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$103,418
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$963,546
Participant contributions at end of year2014-12-31$54,400
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$159,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,504,970
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,043,630
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,538,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,633,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,108,439
Value of interest in pooled separate accounts at end of year2014-12-31$1,349,102
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,166,831
Interest earned on other investments2014-12-31$462,531
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$11,006,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,263,390
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$269,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,230,178
Net investment gain/loss from pooled separate accounts2014-12-31$142,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$946,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,232,577
Contract administrator fees2014-12-31$875
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EISNERAMPER LLP
Accountancy firm EIN2014-12-31131639826
2013 : KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,746,084
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,276,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,276,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,426,550
Value of total assets at end of year2013-12-31$32,538,660
Value of total assets at beginning of year2013-12-31$29,068,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$460,648
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$14,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$14,300
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$909,636
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$649,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,469,882
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,538,660
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,068,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,108,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,044,296
Value of interest in pooled separate accounts at end of year2013-12-31$1,166,831
Value of interest in pooled separate accounts at beginning of year2013-12-31$908,214
Interest earned on other investments2013-12-31$460,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,263,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,116,268
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,028,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,747,696
Net investment gain/loss from pooled separate accounts2013-12-31$96,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$867,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,247,662
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EISNERAMPER LLP
Accountancy firm EIN2013-12-31131639826
2012 : KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,373,148
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,579,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,578,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,728,979
Value of total assets at end of year2012-12-31$29,068,778
Value of total assets at beginning of year2012-12-31$26,275,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$750
Total interest from all sources2012-12-31$428,665
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$14,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$14,276
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$867,725
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$23,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,793,675
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,068,778
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,275,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,044,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,781,666
Value of interest in pooled separate accounts at end of year2012-12-31$908,214
Value of interest in pooled separate accounts at beginning of year2012-12-31$835,485
Interest earned on other investments2012-12-31$428,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,116,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,657,952
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$73,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,117,019
Net investment gain/loss from pooled separate accounts2012-12-31$84,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$837,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,504,970
Contract administrator fees2012-12-31$750
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EISNERAMPER LLP
Accountancy firm EIN2012-12-31131639826
2011 : KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$5,734,189
Total income from all sources (including contributions)2011-12-31$1,733,441
Total of all expenses incurred2011-12-31$1,832,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,832,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,643,846
Value of total assets at end of year2011-12-31$26,275,103
Value of total assets at beginning of year2011-12-31$20,639,783
Total interest from all sources2011-12-31$110,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$803,532
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$63,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-98,869
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,275,103
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,639,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,781,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,897,313
Value of interest in pooled separate accounts at end of year2011-12-31$835,485
Value of interest in pooled separate accounts at beginning of year2011-12-31$499,739
Interest earned on other investments2011-12-31$110,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$10,657,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,242,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-102,906
Net investment gain/loss from pooled separate accounts2011-12-31$81,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$777,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,832,310
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SUPLEE CLOONEY AND COMPANY
Accountancy firm EIN2011-12-31221427684
2010 : KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$860
Total income from all sources (including contributions)2010-12-31$3,021,498
Total of all expenses incurred2010-12-31$965,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$965,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,278,516
Value of total assets at end of year2010-12-31$20,639,783
Value of total assets at beginning of year2010-12-31$18,584,915
Total interest from all sources2010-12-31$88,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$482,833
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$33,676
Liabilities. Value of operating payables at beginning of year2010-12-31$860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,055,728
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,639,783
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,584,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,897,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,389,496
Value of interest in pooled separate accounts at end of year2010-12-31$499,739
Value of interest in pooled separate accounts at beginning of year2010-12-31$312,171
Interest earned on other investments2010-12-31$88,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,242,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,883,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,602,591
Net investment gain/loss from pooled separate accounts2010-12-31$51,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$762,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$965,770
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SUPLEE, CLOONEY AND COMPANY
Accountancy firm EIN2010-12-31221427684

Form 5500 Responses for KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

2022: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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
2016: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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 number500459
Policy instance 1
Insurance contract or identification number500459
Number of Individuals Covered312
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500459
Policy instance 1
Insurance contract or identification number500459
Number of Individuals Covered314
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500459
Policy instance 1
Insurance contract or identification number500459
Number of Individuals Covered323
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500459
Policy instance 1
Insurance contract or identification number500459
Number of Individuals Covered330
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500459
Policy instance 1
Insurance contract or identification number500459
Number of Individuals Covered333
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500459
Policy instance 1
Insurance contract or identification number500459
Number of Individuals Covered336
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500459
Policy instance 1
Insurance contract or identification number500459
Number of Individuals Covered339
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500459
Policy instance 2
Insurance contract or identification number500459
Number of Individuals Covered23
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number346706
Policy instance 1
Insurance contract or identification number346706
Number of Individuals Covered350
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number346706
Policy instance 1
Insurance contract or identification number346706
Number of Individuals Covered368
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number346706
Policy instance 1
Insurance contract or identification number346706
Number of Individuals Covered355
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number346707
Policy instance 2
Insurance contract or identification number346707
Number of Individuals Covered127
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number105
Policy instance 1
Insurance contract or identification number105
Number of Individuals Covered352
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number105
Policy instance 1
Insurance contract or identification number105
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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