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MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameMORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

MORRISTOWN-BEARD 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).
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

MORRISTOWN-BEARD SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:MORRISTOWN-BEARD SCHOOL
Employer identification number (EIN):221487252
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORRISTOWN-BEARD 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
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01BRUCE ADAMS
0012013-01-01BRUCE ADAMS
0012012-01-01BRUCE ADAMS
0012011-01-01BRUCE ADAMS
0012009-01-01BRUCE ADAMS
0012009-01-01BRUCE ADAMS
0012008-01-01

Plan Statistics for MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01420
Total number of active participants reported on line 7a of the Form 55002022-01-01181
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01251
Total of all active and inactive participants2022-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-01438
Number of participants with account balances2022-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01418
Total number of active participants reported on line 7a of the Form 55002021-01-01221
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01194
Total of all active and inactive participants2021-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01420
Number of participants with account balances2021-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01418
Total number of active participants reported on line 7a of the Form 55002020-01-01228
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01189
Total of all active and inactive participants2020-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01418
Number of participants with account balances2020-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01415
Total number of active participants reported on line 7a of the Form 55002019-01-01230
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01187
Total of all active and inactive participants2019-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01418
Number of participants with account balances2019-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01421
Total number of active participants reported on line 7a of the Form 55002018-01-01229
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01185
Total of all active and inactive participants2018-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01415
Number of participants with account balances2018-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01424
Total number of active participants reported on line 7a of the Form 55002017-01-01232
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01188
Total of all active and inactive participants2017-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01421
Number of participants with account balances2017-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01478
Total number of active participants reported on line 7a of the Form 55002016-01-01226
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01197
Total of all active and inactive participants2016-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01424
Number of participants with account balances2016-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01406
Total number of active participants reported on line 7a of the Form 55002015-01-01286
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01192
Total of all active and inactive participants2015-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01478
Number of participants with account balances2015-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01411
Total number of active participants reported on line 7a of the Form 55002014-01-01221
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01186
Total of all active and inactive participants2014-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01407
Number of participants with account balances2014-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01462
Total number of active participants reported on line 7a of the Form 55002013-01-01238
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01173
Total of all active and inactive participants2013-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01411
Number of participants with account balances2013-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01404
Total number of active participants reported on line 7a of the Form 55002012-01-01299
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01163
Total of all active and inactive participants2012-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01462
Number of participants with account balances2012-01-01388
2011: MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01389
Total number of active participants reported on line 7a of the Form 55002011-01-01387
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01404
Total participants2011-01-01404
Number of participants with account balances2011-01-01375
2009: MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01357
Total number of active participants reported on line 7a of the Form 55002009-01-01353
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01368
Total participants2009-01-01368
Number of participants with account balances2009-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : MORRISTOWN-BEARD 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$0
Total income from all sources (including contributions)2022-12-31$-3,929,272
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,265,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,225,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,985,422
Value of total assets at end of year2022-12-31$41,694,391
Value of total assets at beginning of year2022-12-31$49,889,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$40,704
Total interest from all sources2022-12-31$439,882
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$341,806
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$341,806
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$951,751
Participant contributions at end of year2022-12-31$89,137
Participant contributions at beginning of year2022-12-31$25,673
Other income not declared elsewhere2022-12-31$63,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,195,011
Value of net assets at end of year (total assets less liabilities)2022-12-31$41,694,391
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$49,889,402
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$29,245,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$36,632,253
Value of interest in pooled separate accounts at end of year2022-12-31$2,062,216
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,038,269
Interest on participant loans2022-12-31$3,486
Interest earned on other investments2022-12-31$436,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,297,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$11,193,207
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,175,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,927,595
Net investment gain/loss from pooled separate accounts2022-12-31$167,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,033,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,049,177
Contract administrator fees2022-12-31$40,704
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 : MORRISTOWN-BEARD 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$7,899,777
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,437,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,401,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,323,014
Value of total assets at end of year2021-12-31$49,889,402
Value of total assets at beginning of year2021-12-31$44,426,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$36,066
Total interest from all sources2021-12-31$376,363
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$436,528
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$436,528
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$954,509
Participant contributions at end of year2021-12-31$25,673
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$21,703
Other income not declared elsewhere2021-12-31$41,714
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$5,462,530
Value of net assets at end of year (total assets less liabilities)2021-12-31$49,889,402
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$44,426,872
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$36,632,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,757,020
Value of interest in pooled separate accounts at end of year2021-12-31$2,038,269
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,599,962
Interest on participant loans2021-12-31$174
Interest earned on other investments2021-12-31$376,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,193,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,069,890
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$81,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,423,178
Net investment gain/loss from pooled separate accounts2021-12-31$298,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,346,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,319,389
Contract administrator fees2021-12-31$36,066
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SUPLEE, CLOONEY AND COMPANY
Accountancy firm EIN2021-12-31221427684
2020 : MORRISTOWN-BEARD 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$6,610,425
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,169,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,127,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,786,487
Value of total assets at end of year2020-12-31$44,426,872
Value of total assets at beginning of year2020-12-31$39,985,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$41,606
Total interest from all sources2020-12-31$418,833
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$212,415
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$212,415
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$950,686
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$95,445
Other income not declared elsewhere2020-12-31$42,387
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$4,441,025
Value of net assets at end of year (total assets less liabilities)2020-12-31$44,426,872
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$39,985,847
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$31,757,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,239,920
Value of interest in pooled separate accounts at end of year2020-12-31$1,599,962
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,441,274
Interest earned on other investments2020-12-31$418,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,069,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,304,653
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$505,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,163,989
Net investment gain/loss from pooled separate accounts2020-12-31$-13,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$740,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,622,769
Contract administrator fees2020-12-31$41,606
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 name2020-12-31SUPLEE, CLOONEY AND COMPANY
Accountancy firm EIN2020-12-31221427684
2019 : MORRISTOWN-BEARD 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$7,633,957
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,670,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,637,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,866,237
Value of total assets at end of year2019-12-31$39,985,847
Value of total assets at beginning of year2019-12-31$34,022,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,628
Total interest from all sources2019-12-31$397,022
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$166,256
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$166,256
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$977,686
Amount contributed by the employer to the plan for this plan year2019-12-31$977,686
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$888,551
Other income not declared elsewhere2019-12-31$37,619
Administrative expenses (other) incurred2019-12-31$12,113
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$5,963,456
Value of net assets at end of year (total assets less liabilities)2019-12-31$39,985,847
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,022,391
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$28,239,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,580,381
Value of interest in pooled separate accounts at end of year2019-12-31$1,441,274
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,294,744
Interest on participant loans2019-12-31$64
Interest earned on other investments2019-12-31$396,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,304,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,147,266
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$506,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,095,417
Net investment gain/loss from pooled separate accounts2019-12-31$71,406
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$977,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,131,489
Contract administrator fees2019-12-31$20,515
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 name2019-12-31SUPLEE, CLOONEY AND COMPANY
Accountancy firm EIN2019-12-31221427684
2018 : MORRISTOWN-BEARD 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$755,654
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,876,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,853,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,133,245
Value of total assets at end of year2018-12-31$34,022,391
Value of total assets at beginning of year2018-12-31$35,143,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,070
Total interest from all sources2018-12-31$405,231
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$125,919
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$125,919
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$921,951
Amount contributed by the employer to the plan for this plan year2018-12-31$921,951
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$779,727
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$431,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,121,041
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,022,391
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$35,143,432
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$22,580,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,657,684
Value of interest in pooled separate accounts at end of year2018-12-31$1,294,744
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,356,207
Interest on participant loans2018-12-31$1
Interest earned on other investments2018-12-31$405,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,147,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$10,129,541
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$242,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,971,300
Net investment gain/loss from pooled separate accounts2018-12-31$62,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$921,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,611,098
Contract administrator fees2018-12-31$23,070
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 name2018-12-31SUPLEE, CLOONEY AND COMPANY
Accountancy firm EIN2018-12-31221427684
2017 : MORRISTOWN-BEARD 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$5,842,753
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,475,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,469,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,605,744
Value of total assets at end of year2017-12-31$35,143,432
Value of total assets at beginning of year2017-12-31$30,776,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,500
Total interest from all sources2017-12-31$389,974
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$57,830
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$57,830
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$877,915
Amount contributed by the employer to the plan for this plan year2017-12-31$877,915
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$727,829
Other income not declared elsewhere2017-12-31$28,156
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$4,367,032
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,143,432
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,776,400
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$23,657,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,748,012
Value of interest in pooled separate accounts at end of year2017-12-31$1,356,207
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,418,902
Interest earned on other investments2017-12-31$389,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$10,129,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,609,486
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$256,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,704,447
Net investment gain/loss from pooled separate accounts2017-12-31$56,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$877,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,212,775
Contract administrator fees2017-12-31$6,500
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 name2017-12-31SUPLEE, CLOONEY AND COMPANY
Accountancy firm EIN2017-12-31221427684
2016 : MORRISTOWN-BEARD 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$3,488,692
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,705,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,705,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,702,208
Value of total assets at end of year2016-12-31$30,776,400
Value of total assets at beginning of year2016-12-31$28,992,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$126
Total interest from all sources2016-12-31$402,498
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$26,669
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$26,669
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$832,970
Amount contributed by the employer to the plan for this plan year2016-12-31$832,970
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$692,771
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$176,467
Administrative expenses (other) incurred2016-12-31$126
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$1,783,414
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,776,400
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$28,992,986
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$19,748,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,340,960
Value of interest in pooled separate accounts at end of year2016-12-31$1,418,902
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,498,392
Interest earned on other investments2016-12-31$402,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,609,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,153,634
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$430,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,280,181
Net investment gain/loss from pooled separate accounts2016-12-31$77,136
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$832,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,275,144
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 name2016-12-31SUPLEE, CLOONEY AND COMPANY
Accountancy firm EIN2016-12-31221427684
2015 : MORRISTOWN-BEARD 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$2,097,453
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,377,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,377,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,682,817
Value of total assets at end of year2015-12-31$28,992,986
Value of total assets at beginning of year2015-12-31$28,273,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$363,561
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$776,428
Amount contributed by the employer to the plan for this plan year2015-12-31$776,428
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$624,916
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$281,473
Other income not declared elsewhere2015-12-31$126
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$719,526
Value of net assets at end of year (total assets less liabilities)2015-12-31$28,992,986
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$28,273,460
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$18,340,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,859,680
Value of interest in pooled separate accounts at end of year2015-12-31$1,498,392
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,354,060
Interest earned on other investments2015-12-31$363,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,153,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,059,720
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$61,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-57,718
Net investment gain/loss from pooled separate accounts2015-12-31$108,667
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$776,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,316,030
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SUPLEE, CLOONEY AND COMPANY
Accountancy firm EIN2015-12-31221427684
2014 : MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$4,876
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$3,032,186
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,253,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,253,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,297,458
Value of total assets at end of year2014-12-31$28,273,460
Value of total assets at beginning of year2014-12-31$26,490,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$373,031
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$736,426
Amount contributed by the employer to the plan for this plan year2014-12-31$736,426
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$559,960
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,072
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$1,778,309
Value of net assets at end of year (total assets less liabilities)2014-12-31$28,273,460
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,490,275
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$17,859,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,550,584
Value of interest in pooled separate accounts at end of year2014-12-31$1,354,060
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,130,150
Interest earned on other investments2014-12-31$373,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,059,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,809,541
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$72,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,216,884
Net investment gain/loss from pooled separate accounts2014-12-31$144,813
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$736,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,181,784
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SUPLEE, CLOONEY AND COMPANY
Accountancy firm EIN2014-12-31221427684
2013 : MORRISTOWN-BEARD 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$4,801,343
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,473,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,473,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,213,811
Value of total assets at end of year2013-12-31$26,490,275
Value of total assets at beginning of year2013-12-31$23,162,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$366,803
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$689,442
Amount contributed by the employer to the plan for this plan year2013-12-31$689,442
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$519,352
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,017
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$3,328,214
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,490,275
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,162,061
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$16,550,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,239,072
Value of interest in pooled separate accounts at end of year2013-12-31$1,130,150
Value of interest in pooled separate accounts at beginning of year2013-12-31$937,559
Interest earned on other investments2013-12-31$366,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,809,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,985,430
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$389,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,126,773
Net investment gain/loss from pooled separate accounts2013-12-31$93,956
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$689,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,083,191
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SUPLEE, CLOONEY AND COMPANY
Accountancy firm EIN2013-12-31221427684
2012 : MORRISTOWN-BEARD 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$3,418,816
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,680,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,695,488
Expenses. Certain deemed distributions of participant loans2012-12-31$-15,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,249,602
Value of total assets at end of year2012-12-31$23,162,061
Value of total assets at beginning of year2012-12-31$21,423,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$351,533
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$667,756
Amount contributed by the employer to the plan for this plan year2012-12-31$667,756
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$496,880
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$84,966
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$1,738,345
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,162,061
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,423,716
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$13,239,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,905,020
Value of interest in pooled separate accounts at end of year2012-12-31$937,559
Value of interest in pooled separate accounts at beginning of year2012-12-31$778,251
Interest earned on other investments2012-12-31$351,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,985,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,740,445
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$410,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,736,730
Net investment gain/loss from pooled separate accounts2012-12-31$80,951
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$667,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,284,590
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SUPLEE, CLOONEY AND COMPANY
Accountancy firm EIN2012-12-31221427684
2011 : MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$9,676,671
Total income from all sources (including contributions)2011-12-31$1,510,649
Total of all expenses incurred2011-12-31$395,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$395,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,339,062
Value of total assets at end of year2011-12-31$21,423,716
Value of total assets at beginning of year2011-12-31$10,631,956
Total interest from all sources2011-12-31$338,410
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 bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Minimum employer required contribution for this plan year2011-12-31$627,101
Amount contributed by the employer to the plan for this plan year2011-12-31$627,101
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$530,413
Participant contributions at beginning of year2011-12-31$4,277
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$181,548
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$1,115,089
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,423,716
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,631,956
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$11,905,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,905,154
Value of interest in pooled separate accounts at end of year2011-12-31$778,251
Value of interest in pooled separate accounts at beginning of year2011-12-31$337,087
Interest earned on other investments2011-12-31$338,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,740,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,385,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-251,533
Net investment gain/loss from pooled separate accounts2011-12-31$84,710
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$627,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$395,560
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SUPLEE CLOONEY AND COMPANY
Accountancy firm EIN2011-12-31221427684
2010 : MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,478,733
Total of all expenses incurred2010-12-31$448,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$448,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$587,717
Value of total assets at end of year2010-12-31$10,631,956
Value of total assets at beginning of year2010-12-31$9,601,685
Total interest from all sources2010-12-31$165,477
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 bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Minimum employer required contribution for this plan year2010-12-31$587,717
Amount contributed by the employer to the plan for this plan year2010-12-31$587,717
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$4,277
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$1,030,271
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,631,956
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,601,685
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$5,905,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,128,085
Value of interest in pooled separate accounts at end of year2010-12-31$337,087
Value of interest in pooled separate accounts at beginning of year2010-12-31$267,165
Interest earned on other investments2010-12-31$165,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,385,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,206,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$687,602
Net investment gain/loss from pooled separate accounts2010-12-31$37,937
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$587,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$448,462
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SUPLEE CLOONEY AND COMPANY
Accountancy firm EIN2010-12-31221427684

Form 5500 Responses for MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

2022: MORRISTOWN-BEARD 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: MORRISTOWN-BEARD 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: MORRISTOWN-BEARD 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: MORRISTOWN-BEARD 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: MORRISTOWN-BEARD 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: MORRISTOWN-BEARD 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: MORRISTOWN-BEARD 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: MORRISTOWN-BEARD 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 benefit arrangement – InsuranceYes
2014: MORRISTOWN-BEARD 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 benefit arrangement – InsuranceYes
2013: MORRISTOWN-BEARD 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 benefit arrangement – InsuranceYes
2012: MORRISTOWN-BEARD 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 benefit arrangement – InsuranceYes
2011: MORRISTOWN-BEARD 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: MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346699
Policy instance 1
Insurance contract or identification number346699
Number of Individuals Covered355
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 number346699
Policy instance 1
Insurance contract or identification number346699
Number of Individuals Covered356
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 number346699
Policy instance 1
Insurance contract or identification number346699
Number of Individuals Covered367
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 number346699
Policy instance 1
Insurance contract or identification number346699
Number of Individuals Covered377
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 number346699
Policy instance 1
Insurance contract or identification number346699
Number of Individuals Covered384
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 number346699
Policy instance 1
Insurance contract or identification number346699
Number of Individuals Covered401
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

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