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KINGSWAY LEARNING CENTER RETIREMENT PLAN 401k Plan overview

Plan NameKINGSWAY LEARNING CENTER RETIREMENT PLAN
Plan identification number 001

KINGSWAY LEARNING CENTER RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KINGSWAY LEARNING CENTER has sponsored the creation of one or more 401k plans.

Company Name:KINGSWAY LEARNING CENTER
Employer identification number (EIN):222126371
NAIC Classification:611000

Additional information about KINGSWAY LEARNING CENTER

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0100021644

More information about KINGSWAY LEARNING CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KINGSWAY LEARNING CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHELLE JABLONSKI2023-10-06
0012021-01-01MICHELLE JABLONSKI2022-10-03
0012020-01-01MICHELLE JABLONSKI2021-09-13
0012019-01-01MICHELLE JABLONSKI2020-10-01
0012018-01-01MICHELLE JABLONSKI2019-10-15
0012017-01-01
0012016-01-01MICHELLE JABLONSKI
0012015-01-01MICHELLE JABLONSKI
0012014-01-01MICHELLE JABLONSKI
0012013-01-01MICHELLE JABLONSKI
0012012-01-01MICHELLE JABLONSKI
0012011-01-01MICHELLE JABLONSKI
0012010-01-01DAVID PANNER
0012009-01-01DAVID PANNER
0012009-01-01DAVID PANNER

Plan Statistics for KINGSWAY LEARNING CENTER RETIREMENT PLAN

401k plan membership statisitcs for KINGSWAY LEARNING CENTER RETIREMENT PLAN

Measure Date Value
2022: KINGSWAY LEARNING CENTER RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01297
Total number of active participants reported on line 7a of the Form 55002022-01-01183
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01117
Total of all active and inactive participants2022-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01300
Number of participants with account balances2022-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0134
2021: KINGSWAY LEARNING CENTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01291
Total number of active participants reported on line 7a of the Form 55002021-01-01187
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0195
Total of all active and inactive participants2021-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01282
Number of participants with account balances2021-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0128
2020: KINGSWAY LEARNING CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01235
Total number of active participants reported on line 7a of the Form 55002020-01-01204
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01275
Number of participants with account balances2020-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: KINGSWAY LEARNING CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01208
Total number of active participants reported on line 7a of the Form 55002019-01-01159
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0165
Total of all active and inactive participants2019-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01224
Number of participants with account balances2019-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: KINGSWAY LEARNING CENTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01192
Total number of active participants reported on line 7a of the Form 55002018-01-01147
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0173
Total of all active and inactive participants2018-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01220
Number of participants with account balances2018-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: KINGSWAY LEARNING CENTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01203
Total number of active participants reported on line 7a of the Form 55002017-01-01141
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01185
Number of participants with account balances2017-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: KINGSWAY LEARNING CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01175
Total number of active participants reported on line 7a of the Form 55002016-01-01132
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0143
Total of all active and inactive participants2016-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01175
Number of participants with account balances2016-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: KINGSWAY LEARNING CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01182
Total number of active participants reported on line 7a of the Form 55002015-01-01126
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0142
Total of all active and inactive participants2015-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01169
Number of participants with account balances2015-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: KINGSWAY LEARNING CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01174
Total number of active participants reported on line 7a of the Form 55002014-01-01128
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0147
Total of all active and inactive participants2014-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01175
Number of participants with account balances2014-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: KINGSWAY LEARNING CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01185
Total number of active participants reported on line 7a of the Form 55002013-01-01122
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0146
Total of all active and inactive participants2013-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01168
Number of participants with account balances2013-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: KINGSWAY LEARNING CENTER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01196
Total number of active participants reported on line 7a of the Form 55002012-01-01140
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01178
Number of participants with account balances2012-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: KINGSWAY LEARNING CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01203
Total number of active participants reported on line 7a of the Form 55002011-01-01173
Number of retired or separated participants receiving benefits2011-01-0123
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01196
Number of participants with account balances2011-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: KINGSWAY LEARNING CENTER RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01226
Total number of active participants reported on line 7a of the Form 55002010-01-01177
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0125
Total of all active and inactive participants2010-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01202
Number of participants with account balances2010-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: KINGSWAY LEARNING CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01222
Total number of active participants reported on line 7a of the Form 55002009-01-01196
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01226
Number of participants with account balances2009-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on KINGSWAY LEARNING CENTER RETIREMENT PLAN

Measure Date Value
2022 : KINGSWAY LEARNING CENTER 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$5,354
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,112
Total income from all sources (including contributions)2022-12-31$-704,082
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$652,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$594,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$636,092
Value of total assets at end of year2022-12-31$7,574,053
Value of total assets at beginning of year2022-12-31$8,927,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$57,792
Total interest from all sources2022-12-31$6,541
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$463,250
Participant contributions at end of year2022-12-31$45,622
Participant contributions at beginning of year2022-12-31$63,136
Participant contributions at end of year2022-12-31$1,349
Participant contributions at beginning of year2022-12-31$253
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$37,037
Total non interest bearing cash at end of year2022-12-31$14,593
Total non interest bearing cash at beginning of year2022-12-31$12,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,356,611
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,568,699
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,925,310
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 pooled separate accounts at end of year2022-12-31$7,490,325
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,647,387
Interest on participant loans2022-12-31$3,019
Interest earned on other investments2022-12-31$3,482
Income. Interest from corporate debt instruments2022-12-31$40
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$21,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$24,398
Net investment gain/loss from pooled separate accounts2022-12-31$-1,346,715
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$135,805
Employer contributions (assets) at end of year2022-12-31$442
Employer contributions (assets) at beginning of year2022-12-31$179,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$594,737
Contract administrator fees2022-12-31$57,792
Liabilities. Value of benefit claims payable at end of year2022-12-31$5,354
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,112
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 name2022-12-31MERCADIEN, P.C., CPAS
Accountancy firm EIN2022-12-31223271712
2021 : KINGSWAY LEARNING CENTER 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$2,112
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$1,703,162
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$764,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$695,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$828,608
Value of total assets at end of year2021-12-31$8,927,422
Value of total assets at beginning of year2021-12-31$7,986,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$68,587
Total interest from all sources2021-12-31$4,605
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$491,566
Participant contributions at end of year2021-12-31$63,136
Participant contributions at beginning of year2021-12-31$82,961
Participant contributions at end of year2021-12-31$253
Participant contributions at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$12,371
Total non interest bearing cash at beginning of year2021-12-31$3,238
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$938,911
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,925,310
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,986,399
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 pooled separate accounts at end of year2021-12-31$8,647,387
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,619,791
Interest on participant loans2021-12-31$4,093
Income. Interest from corporate debt instruments2021-12-31$512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$24,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$22,570
Net investment gain/loss from pooled separate accounts2021-12-31$869,949
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$337,042
Employer contributions (assets) at end of year2021-12-31$179,877
Employer contributions (assets) at beginning of year2021-12-31$257,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$695,664
Contract administrator fees2021-12-31$68,587
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,112
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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 name2021-12-31MERCADIEN, P.C., CPAS
Accountancy firm EIN2021-12-31223271712
2020 : KINGSWAY LEARNING CENTER 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$2,037
Expenses. Interest paid2020-12-31$217
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$217
Total income from all sources (including contributions)2020-12-31$1,957,496
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$555,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$499,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$888,768
Value of total assets at end of year2020-12-31$7,986,399
Value of total assets at beginning of year2020-12-31$6,586,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$55,262
Total interest from all sources2020-12-31$5,727
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$427,321
Participant contributions at end of year2020-12-31$82,961
Participant contributions at beginning of year2020-12-31$74,471
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$708
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$69,655
Total non interest bearing cash at end of year2020-12-31$3,238
Total non interest bearing cash at beginning of year2020-12-31$9,200
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$1,402,367
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,986,399
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,584,032
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 pooled separate accounts at end of year2020-12-31$7,619,791
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,350,046
Interest on participant loans2020-12-31$5,404
Income. Interest from corporate debt instruments2020-12-31$323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$22,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$20,518
Net investment gain/loss from pooled separate accounts2020-12-31$1,063,001
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$391,792
Employer contributions (assets) at end of year2020-12-31$257,839
Employer contributions (assets) at beginning of year2020-12-31$131,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$499,650
Contract administrator fees2020-12-31$55,262
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,037
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 name2020-12-31HAEFELE, FLANAGAN & CO., P.C.
Accountancy firm EIN2020-12-31223008776
2019 : KINGSWAY LEARNING CENTER 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$2,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$564
Total income from all sources (including contributions)2019-12-31$1,637,838
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$575,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$548,524
Expenses. Certain deemed distributions of participant loans2019-12-31$6,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$642,693
Value of total assets at end of year2019-12-31$6,586,069
Value of total assets at beginning of year2019-12-31$5,522,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,847
Total interest from all sources2019-12-31$5,666
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$386,730
Participant contributions at end of year2019-12-31$74,471
Participant contributions at beginning of year2019-12-31$98,030
Participant contributions at end of year2019-12-31$708
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,295
Total non interest bearing cash at end of year2019-12-31$9,200
Total non interest bearing cash at beginning of year2019-12-31$2,498
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$1,062,178
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,584,032
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,521,854
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 pooled separate accounts at end of year2019-12-31$6,350,046
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,288,780
Interest on participant loans2019-12-31$5,382
Income. Interest from corporate debt instruments2019-12-31$284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$15,511
Net investment gain/loss from pooled separate accounts2019-12-31$989,479
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$254,668
Employer contributions (assets) at end of year2019-12-31$131,126
Employer contributions (assets) at beginning of year2019-12-31$117,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$548,524
Contract administrator fees2019-12-31$20,847
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,037
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$564
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 name2019-12-31HAEFELE, FLANAGAN & CO., P.C.
Accountancy firm EIN2019-12-31223008776
2018 : KINGSWAY LEARNING CENTER 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$564
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$496,799
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$765,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$749,477
Expenses. Certain deemed distributions of participant loans2018-12-31$2
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$810,199
Value of total assets at end of year2018-12-31$5,522,418
Value of total assets at beginning of year2018-12-31$5,790,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,308
Total interest from all sources2018-12-31$6,923
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$346,647
Participant contributions at end of year2018-12-31$98,030
Participant contributions at beginning of year2018-12-31$128,677
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$261,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$2,498
Total non interest bearing cash at beginning of year2018-12-31$7,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-268,988
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,521,854
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,790,842
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 pooled separate accounts at end of year2018-12-31$5,288,780
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,531,283
Income. Interest from loans (other than to participants)2018-12-31$6,683
Income. Interest from corporate debt instruments2018-12-31$240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$15,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,801
Net investment gain/loss from pooled separate accounts2018-12-31$-320,323
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$202,404
Employer contributions (assets) at end of year2018-12-31$117,599
Employer contributions (assets) at beginning of year2018-12-31$109,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$749,477
Contract administrator fees2018-12-31$16,308
Liabilities. Value of benefit claims payable at end of year2018-12-31$564
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 name2018-12-31HAEFELE, FLANAGAN & CO., P.C.
Accountancy firm EIN2018-12-31223008776
2017 : KINGSWAY LEARNING CENTER 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$1,538
Total income from all sources (including contributions)2017-12-31$1,421,133
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$459,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$433,301
Expenses. Certain deemed distributions of participant loans2017-12-31$9,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$717,656
Value of total assets at end of year2017-12-31$5,790,842
Value of total assets at beginning of year2017-12-31$4,830,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,603
Total interest from all sources2017-12-31$6,031
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$351,735
Participant contributions at end of year2017-12-31$128,677
Participant contributions at beginning of year2017-12-31$53,493
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$46
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$177,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,538
Total non interest bearing cash at end of year2017-12-31$7,742
Total non interest bearing cash at beginning of year2017-12-31$1,262
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$962,083
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,790,842
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,828,759
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 pooled separate accounts at end of year2017-12-31$5,531,283
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,662,586
Income. Interest from loans (other than to participants)2017-12-31$6,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,155
Net investment gain/loss from pooled separate accounts2017-12-31$697,446
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$188,871
Employer contributions (assets) at end of year2017-12-31$109,339
Employer contributions (assets) at beginning of year2017-12-31$99,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$433,301
Contract administrator fees2017-12-31$16,603
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 name2017-12-31HAEFELE, FLANAGAN & CO., P.C.
Accountancy firm EIN2017-12-31223008776
2016 : KINGSWAY LEARNING CENTER 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$1,538
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$795,145
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$793,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$778,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$503,031
Value of total assets at end of year2016-12-31$4,830,297
Value of total assets at beginning of year2016-12-31$4,827,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,350
Total interest from all sources2016-12-31$2,513
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$335,802
Participant contributions at end of year2016-12-31$53,493
Participant contributions at beginning of year2016-12-31$79,818
Participant contributions at end of year2016-12-31$46
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$492,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$229
Total non interest bearing cash at end of year2016-12-31$1,262
Total non interest bearing cash at beginning of year2016-12-31$0
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$1,258
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,828,759
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,827,501
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$4,662,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,060,043
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$2,513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$19,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$289,372
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$167,229
Employer contributions (assets) at end of year2016-12-31$99,755
Employer contributions (assets) at beginning of year2016-12-31$175,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$778,537
Contract administrator fees2016-12-31$15,350
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 name2016-12-31HAEFELE FLANAGAN
Accountancy firm EIN2016-12-31223008776
2015 : KINGSWAY LEARNING CENTER 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$479,004
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$844,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$828,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$491,495
Value of total assets at end of year2015-12-31$4,827,501
Value of total assets at beginning of year2015-12-31$5,193,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,155
Total interest from all sources2015-12-31$6,603
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
Administrative expenses professional fees incurred2015-12-31$3,350
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$302,698
Participant contributions at end of year2015-12-31$79,818
Participant contributions at beginning of year2015-12-31$96,551
Assets. Other investments not covered elsewhere at end of year2015-12-31$492,634
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$453,892
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,639
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-365,919
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,827,501
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,193,420
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$4,060,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,545,587
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$3,814
Interest earned on other investments2015-12-31$2,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$19,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,502
Net investment gain/loss from pooled separate accounts2015-12-31$-19,094
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$175,158
Employer contributions (assets) at end of year2015-12-31$175,585
Employer contributions (assets) at beginning of year2015-12-31$86,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$828,768
Contract administrator fees2015-12-31$12,805
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 name2015-12-31HAEFELE FLANAGAN
Accountancy firm EIN2015-12-31223008776
2014 : KINGSWAY LEARNING CENTER 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$692,610
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,613,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,597,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$429,026
Value of total assets at end of year2014-12-31$5,193,420
Value of total assets at beginning of year2014-12-31$6,114,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,611
Total interest from all sources2014-12-31$3,706
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 bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$278,288
Participant contributions at end of year2014-12-31$96,551
Participant contributions at beginning of year2014-12-31$48,103
Assets. Other investments not covered elsewhere at end of year2014-12-31$453,892
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$17,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-921,252
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,193,420
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,114,672
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$4,545,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,038,375
Interest on participant loans2014-12-31$3,344
Interest earned on other investments2014-12-31$362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$10,253
Net investment gain/loss from pooled separate accounts2014-12-31$259,878
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$150,738
Employer contributions (assets) at end of year2014-12-31$86,888
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,597,251
Contract administrator fees2014-12-31$16,611
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 name2014-12-31HAEFELE FLANAGAN
Accountancy firm EIN2014-12-31223008776
2013 : KINGSWAY LEARNING CENTER 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$1,208,535
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,408,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,369,823
Expenses. Certain deemed distributions of participant loans2013-12-31$17,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$401,301
Value of total assets at end of year2013-12-31$6,114,672
Value of total assets at beginning of year2013-12-31$6,314,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,527
Total interest from all sources2013-12-31$5,255
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
Administrative expenses professional fees incurred2013-12-31$2,100
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$317,057
Participant contributions at end of year2013-12-31$48,103
Participant contributions at beginning of year2013-12-31$79,675
Total non interest bearing cash at end of year2013-12-31$17,941
Total non interest bearing cash at beginning of year2013-12-31$7,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-199,892
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,114,672
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,314,564
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 pooled separate accounts at end of year2013-12-31$6,038,375
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,000,931
Interest on participant loans2013-12-31$3,271
Interest earned on other investments2013-12-31$1,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$10,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$226,801
Net investment gain/loss from pooled separate accounts2013-12-31$801,979
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$84,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,369,823
Contract administrator fees2013-12-31$19,427
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 name2013-12-31HAEFELE FLANAGAN
Accountancy firm EIN2013-12-31223008776
2012 : KINGSWAY LEARNING CENTER 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$1,132,404
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$673,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$632,678
Expenses. Certain deemed distributions of participant loans2012-12-31$17,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$426,811
Value of total assets at end of year2012-12-31$6,314,564
Value of total assets at beginning of year2012-12-31$5,855,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,207
Total interest from all sources2012-12-31$6,182
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
Administrative expenses professional fees incurred2012-12-31$2,250
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$332,388
Participant contributions at end of year2012-12-31$79,675
Participant contributions at beginning of year2012-12-31$58,856
Total non interest bearing cash at end of year2012-12-31$7,157
Total non interest bearing cash at beginning of year2012-12-31$1,082
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$458,566
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,314,564
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,855,998
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 pooled separate accounts at end of year2012-12-31$6,000,931
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,587,772
Interest on participant loans2012-12-31$3,229
Interest earned on other investments2012-12-31$2,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$226,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$208,288
Net investment gain/loss from pooled separate accounts2012-12-31$699,411
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$94,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$632,678
Contract administrator fees2012-12-31$20,957
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 name2012-12-31HAEFELE FLANAGAN
Accountancy firm EIN2012-12-31223008776
2011 : KINGSWAY LEARNING CENTER RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$561,281
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$195,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$171,691
Expenses. Certain deemed distributions of participant loans2011-12-31$2,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$654,829
Value of total assets at end of year2011-12-31$5,855,998
Value of total assets at beginning of year2011-12-31$5,489,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,993
Total interest from all sources2011-12-31$3,734
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,900
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$346,847
Participant contributions at end of year2011-12-31$58,856
Participant contributions at beginning of year2011-12-31$57,014
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$208,707
Total non interest bearing cash at end of year2011-12-31$1,082
Total non interest bearing cash at beginning of year2011-12-31$8,609
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$366,208
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,855,998
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,489,790
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 pooled separate accounts at end of year2011-12-31$5,587,772
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,415,748
Interest on participant loans2011-12-31$2,544
Interest earned on other investments2011-12-31$1,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$208,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,419
Net investment gain/loss from pooled separate accounts2011-12-31$-97,282
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$99,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$171,691
Contract administrator fees2011-12-31$19,093
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 name2011-12-31HAEFELE FLANAGAN
Accountancy firm EIN2011-12-31223008776
2010 : KINGSWAY LEARNING CENTER RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,018,593
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$246,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$229,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$439,495
Value of total assets at end of year2010-12-31$5,489,790
Value of total assets at beginning of year2010-12-31$4,717,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,442
Total interest from all sources2010-12-31$3,872
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$900
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$342,683
Participant contributions at end of year2010-12-31$57,014
Participant contributions at beginning of year2010-12-31$55,648
Total non interest bearing cash at end of year2010-12-31$8,609
Total non interest bearing cash at beginning of year2010-12-31$8,345
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$772,100
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,489,790
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,717,690
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 pooled separate accounts at end of year2010-12-31$5,415,748
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,646,186
Interest on participant loans2010-12-31$2,647
Interest earned on other investments2010-12-31$1,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,511
Net investment gain/loss from pooled separate accounts2010-12-31$575,226
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$96,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$229,051
Contract administrator fees2010-12-31$16,542
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 name2010-12-31HAEFELE FLANAGAN
Accountancy firm EIN2010-12-31223008776
2009 : KINGSWAY LEARNING CENTER RETIREMENT PLAN 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for KINGSWAY LEARNING CENTER RETIREMENT PLAN

2022: KINGSWAY LEARNING CENTER 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 - TrustYes
2021: KINGSWAY LEARNING CENTER 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 - TrustYes
2020: KINGSWAY LEARNING CENTER 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 - TrustYes
2019: KINGSWAY LEARNING CENTER 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 - TrustYes
2018: KINGSWAY LEARNING CENTER 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 - TrustYes
2017: KINGSWAY LEARNING CENTER 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 - TrustYes
2016: KINGSWAY LEARNING CENTER 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 - TrustYes
2015: KINGSWAY LEARNING CENTER 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 - TrustYes
2014: KINGSWAY LEARNING CENTER 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 - TrustYes
2013: KINGSWAY LEARNING CENTER 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 - TrustYes
2012: KINGSWAY LEARNING CENTER 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 - TrustYes
2011: KINGSWAY LEARNING CENTER RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KINGSWAY LEARNING CENTER RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KINGSWAY LEARNING CENTER RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55544
Policy instance 1
Insurance contract or identification number55544
Number of Individuals Covered294
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $19,944
Total amount of fees paid to insurance companyUSD $5,819
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $19,944
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55544
Policy instance 1
Insurance contract or identification number55544
Number of Individuals Covered283
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $20,935
Total amount of fees paid to insurance companyUSD $5,576
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $20,935
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55544
Policy instance 1
Insurance contract or identification number55544
Number of Individuals Covered250
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $16,188
Total amount of fees paid to insurance companyUSD $4,734
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $16,188
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55544
Policy instance 1
Insurance contract or identification number55544
Number of Individuals Covered183
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $15,227
Total amount of fees paid to insurance companyUSD $4,998
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $15,227
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55544
Policy instance 1
Insurance contract or identification number55544
Number of Individuals Covered183
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $14,216
Total amount of fees paid to insurance companyUSD $4,496
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $14,216
Insurance broker organization code?4
Amount paid for insurance broker fees4496
Additional information about fees paid to insurance brokerTPA FEES & TPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55544
Policy instance 1
Insurance contract or identification number55544
Number of Individuals Covered169
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,904
Total amount of fees paid to insurance companyUSD $9,184
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $12,904
Insurance broker organization code?4
Amount paid for insurance broker fees8837
Additional information about fees paid to insurance brokerTPA FEES & TPA COMPENSATION
Insurance broker nameUNITED RETIREMENT PLAN CONSULTANTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55544
Policy instance 1
Insurance contract or identification number55544
Number of Individuals Covered162
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,321
Total amount of fees paid to insurance companyUSD $5,822
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $12,321
Insurance broker organization code?4
Amount paid for insurance broker fees3350
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameSTEPHEN H. ROSEN & ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55544
Policy instance 1
Insurance contract or identification number55544
Number of Individuals Covered158
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,089
Total amount of fees paid to insurance companyUSD $5,072
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $14,089
Insurance broker organization code?4
Amount paid for insurance broker fees2822
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameUNITED RETIREMENT PLAN CONSULTANTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55544
Policy instance 1
Insurance contract or identification number55544
Number of Individuals Covered158
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $15,281
Total amount of fees paid to insurance companyUSD $5,182
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $15,281
Insurance broker organization code?4
Amount paid for insurance broker fees5182
Additional information about fees paid to insurance brokerTPA
Insurance broker nameSTEPHEN H. ROSEN & ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55544
Policy instance 1
Insurance contract or identification number55544
Number of Individuals Covered155
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $15,649
Total amount of fees paid to insurance companyUSD $5,396
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $15,649
Insurance broker organization code?4
Amount paid for insurance broker fees5396
Additional information about fees paid to insurance brokerTPA
Insurance broker nameSTEPHEN H. ROSEN & ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55544
Policy instance 1
Insurance contract or identification number55544
Number of Individuals Covered159
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,319
Total amount of fees paid to insurance companyUSD $4,760
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55544
Policy instance 1
Insurance contract or identification number55544
Number of Individuals Covered160
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $12,263
Total amount of fees paid to insurance companyUSD $3,440
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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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