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AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 401k Plan overview

Plan NameAVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN
Plan identification number 501

AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

AVON GROVE CHARTER SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:AVON GROVE CHARTER SCHOOL
Employer identification number (EIN):233028004
NAIC Classification:611000

Additional information about AVON GROVE CHARTER SCHOOL

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 2922567

More information about AVON GROVE CHARTER SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-09-01DONNA ARCHER
5012022-09-01
5012022-09-01DONNA ARCHER
5012021-09-01
5012021-09-01DONNA ARCHER
5012020-09-01
5012019-09-01
5012018-09-01
5012017-09-01
5012016-09-01DONNA ARCHER
5012015-09-01DONNA ARCHER
5012014-09-01DONNA ARCHER
5012013-09-01DONNA ARCHER
5012012-09-01DONNA ARCHER DONNA ARCHER2014-03-18
5012011-09-01DONNA ARCHER
5012009-09-01DONNA ARCHER

Financial Data on AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN

Measure Date Value
2023 : AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-08-31$0
Total income from all sources (including contributions)2023-08-31$2,925,006
Total loss/gain on sale of assets2023-08-31$0
Total of all expenses incurred2023-08-31$2,950,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-08-31$2,792,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-08-31$2,910,880
Value of total assets at end of year2023-08-31$1,285,189
Value of total assets at beginning of year2023-08-31$1,311,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-08-31$158,375
Total interest from all sources2023-08-31$14,126
Total dividends received (eg from common stock, registered investment company shares)2023-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-08-31No
Was this plan covered by a fidelity bond2023-08-31Yes
Value of fidelity bond cover2023-08-31$500,000
If this is an individual account plan, was there a blackout period2023-08-31No
Were there any nonexempt tranactions with any party-in-interest2023-08-31No
Contributions received from participants2023-08-31$298,467
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-08-31$1,738,814
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-08-31$0
Administrative expenses (other) incurred2023-08-31$158,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-08-31No
Value of net income/loss2023-08-31$-25,841
Value of net assets at end of year (total assets less liabilities)2023-08-31$1,285,189
Value of net assets at beginning of year (total assets less liabilities)2023-08-31$1,311,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-08-31No
Were any leases to which the plan was party in default or uncollectible2023-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-08-31$1,285,189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-08-31$1,311,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-08-31$1,311,030
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-08-31$14,126
Expenses. Payments to insurance carriers foe the provision of benefits2023-08-31$1,053,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-08-31Yes
Was there a failure to transmit to the plan any participant contributions2023-08-31No
Has the plan failed to provide any benefit when due under the plan2023-08-31No
Contributions received in cash from employer2023-08-31$2,612,413
Did the plan have assets held for investment2023-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-08-31No
Opinion of an independent qualified public accountant for this plan2023-08-31Unqualified
Accountancy firm name2023-08-31MAILLIE LLP
Accountancy firm EIN2023-08-31231518888
2022 : AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-01$0
Total income from all sources (including contributions)2022-09-01$2,925,006
Total loss/gain on sale of assets2022-09-01$0
Total of all expenses incurred2022-09-01$2,950,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-01$2,792,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-01$2,910,880
Value of total assets at end of year2022-09-01$1,285,189
Value of total assets at beginning of year2022-09-01$1,311,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-01$158,375
Total interest from all sources2022-09-01$14,126
Total dividends received (eg from common stock, registered investment company shares)2022-09-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-01No
Was this plan covered by a fidelity bond2022-09-01Yes
Value of fidelity bond cover2022-09-01$500,000
If this is an individual account plan, was there a blackout period2022-09-01No
Were there any nonexempt tranactions with any party-in-interest2022-09-01No
Contributions received from participants2022-09-01$298,467
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-09-01$1,738,814
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-01$0
Administrative expenses (other) incurred2022-09-01$158,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-01No
Value of net income/loss2022-09-01$-25,841
Value of net assets at end of year (total assets less liabilities)2022-09-01$1,285,189
Value of net assets at beginning of year (total assets less liabilities)2022-09-01$1,311,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-01No
Were any leases to which the plan was party in default or uncollectible2022-09-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-01$1,285,189
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-01$14,126
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-01$1,053,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-01Yes
Was there a failure to transmit to the plan any participant contributions2022-09-01No
Has the plan failed to provide any benefit when due under the plan2022-09-01No
Contributions received in cash from employer2022-09-01$2,612,413
Did the plan have assets held for investment2022-09-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-01No
Opinion of an independent qualified public accountant for this plan2022-09-011
Accountancy firm name2022-09-01MAILLIE LLP
Accountancy firm EIN2022-09-01231518888
Total unrealized appreciation/depreciation of assets2022-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total income from all sources (including contributions)2022-08-31$3,349,545
Total loss/gain on sale of assets2022-08-31$0
Total of all expenses incurred2022-08-31$3,250,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$3,077,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$3,345,716
Value of total assets at end of year2022-08-31$1,311,030
Value of total assets at beginning of year2022-08-31$1,212,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$173,661
Total interest from all sources2022-08-31$3,829
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$500,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$288,771
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-08-31$2,034,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-08-31$0
Administrative expenses (other) incurred2022-08-31$173,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$98,736
Value of net assets at end of year (total assets less liabilities)2022-08-31$1,311,030
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$1,212,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-08-31$1,311,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-08-31$1,212,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-08-31$1,212,294
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-08-31$3,829
Expenses. Payments to insurance carriers foe the provision of benefits2022-08-31$1,042,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31Yes
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$3,056,945
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31MAILLIE LLP
Accountancy firm EIN2022-08-31231518888
2021 : AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total income from all sources (including contributions)2021-08-31$3,096,105
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$2,758,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$2,579,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$3,092,884
Value of total assets at end of year2021-08-31$1,212,294
Value of total assets at beginning of year2021-08-31$874,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$178,998
Total interest from all sources2021-08-31$3,221
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$500,000
If this is an individual account plan, was there a blackout period2021-08-31No
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$277,465
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-08-31$1,706,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-08-31$0
Administrative expenses (other) incurred2021-08-31$178,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$337,459
Value of net assets at end of year (total assets less liabilities)2021-08-31$1,212,294
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$874,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-08-31$1,212,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-08-31$874,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-08-31$874,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-08-31$3,221
Expenses. Payments to insurance carriers foe the provision of benefits2021-08-31$873,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31Yes
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$2,815,419
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Unqualified
Accountancy firm name2021-08-31MAILLIE LLP
Accountancy firm EIN2021-08-31231518888
2020 : AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total income from all sources (including contributions)2020-08-31$2,398,093
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$2,685,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$2,481,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$2,395,463
Value of total assets at end of year2020-08-31$874,835
Value of total assets at beginning of year2020-08-31$1,162,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$204,159
Total interest from all sources2020-08-31$2,630
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$500,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$273,232
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-08-31$1,639,801
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-08-31$0
Administrative expenses (other) incurred2020-08-31$204,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$-287,600
Value of net assets at end of year (total assets less liabilities)2020-08-31$874,835
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$1,162,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-08-31$874,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-08-31$1,162,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-08-31$1,162,435
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-08-31$2,630
Expenses. Payments to insurance carriers foe the provision of benefits2020-08-31$841,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31Yes
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$2,122,231
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31No
Opinion of an independent qualified public accountant for this plan2020-08-31Unqualified
Accountancy firm name2020-08-31MAILLIE LLP
Accountancy firm EIN2020-08-31231518888
2019 : AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total income from all sources (including contributions)2019-08-31$2,716,116
Total loss/gain on sale of assets2019-08-31$0
Total of all expenses incurred2019-08-31$2,439,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$2,248,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$2,713,635
Value of total assets at end of year2019-08-31$1,162,435
Value of total assets at beginning of year2019-08-31$885,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$191,437
Total interest from all sources2019-08-31$2,481
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$50,000
If this is an individual account plan, was there a blackout period2019-08-31No
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$258,226
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-08-31$1,513,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-08-31$0
Administrative expenses (other) incurred2019-08-31$191,437
Total non interest bearing cash at end of year2019-08-31$1,162,435
Total non interest bearing cash at beginning of year2019-08-31$885,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$276,501
Value of net assets at end of year (total assets less liabilities)2019-08-31$1,162,435
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$885,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-08-31$2,481
Expenses. Payments to insurance carriers foe the provision of benefits2019-08-31$735,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31Yes
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$2,455,409
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31No
Opinion of an independent qualified public accountant for this plan2019-08-31Unqualified
Accountancy firm name2019-08-31MAILLIE LLP
Accountancy firm EIN2019-08-31231518888
2018 : AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$138,892
Total income from all sources (including contributions)2018-08-31$2,702,255
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$2,078,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$1,888,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$2,700,963
Value of total assets at end of year2018-08-31$885,934
Value of total assets at beginning of year2018-08-31$401,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$189,592
Total interest from all sources2018-08-31$1,292
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$50,000
If this is an individual account plan, was there a blackout period2018-08-31No
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$240,670
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-08-31$1,259,803
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-08-31$138,892
Administrative expenses (other) incurred2018-08-31$189,592
Total non interest bearing cash at end of year2018-08-31$885,934
Total non interest bearing cash at beginning of year2018-08-31$401,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$623,701
Value of net assets at end of year (total assets less liabilities)2018-08-31$885,934
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$262,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-08-31$1,292
Expenses. Payments to insurance carriers foe the provision of benefits2018-08-31$629,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31Yes
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$2,460,293
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31No
Opinion of an independent qualified public accountant for this plan2018-08-31Unqualified
Accountancy firm name2018-08-31MAILLIE LLP
Accountancy firm EIN2018-08-31231518888
2017 : AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$138,892
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$2,494,801
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$2,232,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$2,041,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$2,494,227
Value of total assets at end of year2017-08-31$401,125
Value of total assets at beginning of year2017-08-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$191,008
Total interest from all sources2017-08-31$574
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$50,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$188,373
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-08-31$1,451,210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-08-31$138,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-08-31$0
Administrative expenses (other) incurred2017-08-31$191,008
Total non interest bearing cash at end of year2017-08-31$401,125
Total non interest bearing cash at beginning of year2017-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$262,233
Value of net assets at end of year (total assets less liabilities)2017-08-31$262,233
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-08-31$574
Expenses. Payments to insurance carriers foe the provision of benefits2017-08-31$590,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31Yes
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$2,305,854
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31No
Opinion of an independent qualified public accountant for this plan2017-08-31Unqualified
Accountancy firm name2017-08-31MAILLIE LLP
Accountancy firm EIN2017-08-31231518888

Form 5500 Responses for AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN

2022: AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 2022 form 5500 responses
2022-09-01Type of plan entitySingle employer plan
2022-09-01Submission has been amendedNo
2022-09-01This submission is the final filingNo
2022-09-01This return/report is a short plan year return/report (less than 12 months)No
2022-09-01Plan is a collectively bargained planNo
2022-09-01Plan funding arrangement – InsuranceYes
2022-09-01Plan funding arrangement – TrustYes
2022-09-01Plan benefit arrangement – InsuranceYes
2022-09-01Plan benefit arrangement - TrustYes
2021: AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan benefit arrangement – InsuranceYes
2014: AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan benefit arrangement – InsuranceYes
2013: AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan benefit arrangement – InsuranceYes
2012: AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan benefit arrangement – InsuranceYes
2011: AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan benefit arrangement – InsuranceYes
2009: AVON GROVE CHARTER SCHOOL EMPLOYEE DENTAL BENEFIT PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01First time form 5500 has been submittedYes
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number407661
Policy instance 6
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM607747
Policy instance 5
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT601854
Policy instance 4
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT601853
Policy instance 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05713334
Policy instance 2
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30069438
Policy instance 1
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30069438
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05713334
Policy instance 2
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT601853
Policy instance 3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT601854
Policy instance 4
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM607747
Policy instance 5
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number407661
Policy instance 6
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30069438
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05713334
Policy instance 2
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT601853
Policy instance 3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT601854
Policy instance 4
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM607747
Policy instance 5
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract number30500218
Policy instance 6
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number407661
Policy instance 7
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract number30500218
Policy instance 6
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM607747
Policy instance 5
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT601854
Policy instance 4
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT601853
Policy instance 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05713334
Policy instance 2
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30069438
Policy instance 1
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30069438
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05713334
Policy instance 2
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT601854
Policy instance 4
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT601853
Policy instance 3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM607747
Policy instance 5
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract numberVERIS
Policy instance 6
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract numberVERIS
Policy instance 6
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05713334
Policy instance 2
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30069438
Policy instance 1
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT601853
Policy instance 3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT601854
Policy instance 4
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM607747
Policy instance 5
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number951859
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05713334
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05713334
Policy instance 2
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number0000951859
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05713334
Policy instance 2
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number951859
Policy instance 1
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number951859
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05713334
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05713334
Policy instance 2
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number951859
Policy instance 1
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number951859
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05713334
Policy instance 1

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