401k Plan data: VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN plan

VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN
Plan identification number	002

VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

VALLEY SCHOOL OF LIGONIER has sponsored the creation of one or more 401k plans.

Company Name: VALLEY SCHOOL OF LIGONIER

Employer identification number (EIN): 250925088

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 PAUL A. HANNAH 2023-04-16
002 2021-01-01 PAUL A. HANNAH 2022-06-27
002 2020-01-01 PAUL A. HANNAH 2021-06-08 PAUL A. HANNAH 2021-06-08
002 2019-01-01 PAUL A. HANNAH 2020-06-26 PAUL A. HANNAH 2020-06-26
002 2018-01-01 PAUL A. HANNAH 2019-07-02 PAUL A. HANNAH 2019-07-02
002 2017-01-01 PAUL A. HANNAH 2018-07-17 PAUL A. HANNAH 2018-07-17
002 2016-01-01 PAUL A. HANNAH 2017-08-08 PAUL A. HANNAH 2017-08-08
002 2015-01-01 PAUL A. HANNAH 2016-08-24 PAUL A. HANNAH 2016-08-24
002 2014-01-01 PAUL A. HANNAH 2015-10-14 PAUL A. HANNAH 2015-10-14
002 2013-01-01 PAUL HANNAH PAUL HANNAH 2014-04-29
002 2012-01-01 PAUL HANNAH PAUL HANNAH 2013-06-06
002 2011-01-01 JOHN J. TURCIK JOHN J. TURCIK 2012-05-23
002 2009-01-01 REGIS TOMSEY
002 2009-01-01 JOHN TURCIK JOHN TURCIK 2011-01-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	PAUL A. HANNAH	2023-04-16
002	2021-01-01	PAUL A. HANNAH	2022-06-27
002	2020-01-01	PAUL A. HANNAH	2021-06-08	PAUL A. HANNAH	2021-06-08
002	2019-01-01	PAUL A. HANNAH	2020-06-26	PAUL A. HANNAH	2020-06-26
002	2018-01-01	PAUL A. HANNAH	2019-07-02	PAUL A. HANNAH	2019-07-02
002	2017-01-01	PAUL A. HANNAH	2018-07-17	PAUL A. HANNAH	2018-07-17
002	2016-01-01	PAUL A. HANNAH	2017-08-08	PAUL A. HANNAH	2017-08-08
002	2015-01-01	PAUL A. HANNAH	2016-08-24	PAUL A. HANNAH	2016-08-24
002	2014-01-01	PAUL A. HANNAH	2015-10-14	PAUL A. HANNAH	2015-10-14
002	2013-01-01	PAUL HANNAH		PAUL HANNAH	2014-04-29
002	2012-01-01	PAUL HANNAH		PAUL HANNAH	2013-06-06
002	2011-01-01	JOHN J. TURCIK		JOHN J. TURCIK	2012-05-23
002	2009-01-01	REGIS TOMSEY
002	2009-01-01	JOHN TURCIK		JOHN TURCIK	2011-01-31

Plan Statistics for VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN

Measure Date Value
2013: VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 31
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 42
Number of participants with account balances 2013-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 48
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 49
Number of participants with account balances 2012-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 49
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 50
Number of participants with account balances 2011-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 0
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	31
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	42
Number of participants with account balances	2013-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	48
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	49
Number of participants with account balances	2012-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	49
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	50
Number of participants with account balances	2011-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	0
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2013 : VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$188,220
Expenses. Total of all expenses incurred	2013-12-31	$4,320
Benefits paid (including direct rollovers)	2013-12-31	$4,320
Total plan assets at end of year	2013-12-31	$1,089,261
Total plan assets at beginning of year	2013-12-31	$905,361
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$45,223
Other income received	2013-12-31	$142,997
Net income (gross income less expenses)	2013-12-31	$183,900
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,089,261
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$905,361
2012 : VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$134,791
Expenses. Total of all expenses incurred	2012-12-31	$59,276
Benefits paid (including direct rollovers)	2012-12-31	$59,276
Total plan assets at end of year	2012-12-31	$905,361
Total plan assets at beginning of year	2012-12-31	$829,846
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$50,878
Other income received	2012-12-31	$83,913
Net income (gross income less expenses)	2012-12-31	$75,515
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$905,361
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$829,846
2011 : VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$57,940
Expenses. Total of all expenses incurred	2011-12-31	$1,023
Benefits paid (including direct rollovers)	2011-12-31	$1,023
Total plan assets at end of year	2011-12-31	$829,846
Total plan assets at beginning of year	2011-12-31	$772,929
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$52,360
Other income received	2011-12-31	$5,580
Net income (gross income less expenses)	2011-12-31	$56,917
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$829,846
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$772,929
2010 : VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$109,525
Expenses. Total of all expenses incurred	2010-12-31	$43,609
Benefits paid (including direct rollovers)	2010-12-31	$43,609
Total plan assets at end of year	2010-12-31	$772,929
Total plan assets at beginning of year	2010-12-31	$707,013
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$44,360
Other income received	2010-12-31	$65,165
Net income (gross income less expenses)	2010-12-31	$65,916
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$772,929
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$707,013

Form 5500 Responses for VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN

2013: VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: VALLEY SCHOOL OF LIGONIER TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

366794

Policy instance

Insurance contract or identification number	366794
Number of Individuals Covered	29
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

366794

Policy instance

Insurance contract or identification number	366794
Number of Individuals Covered	28
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

366794

Policy instance

Insurance contract or identification number	366794
Number of Individuals Covered	30
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

366794

Policy instance

Insurance contract or identification number	366794
Number of Individuals Covered	28
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	VALLEY SCHOOL OF LIGONIER
Employer identification number (EIN):	250925088
NAIC Classification:	611000