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SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameSEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN
Plan identification number 001

SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

SEWICKLEY ACADEMY has sponsored the creation of one or more 401k plans.

Company Name:SEWICKLEY ACADEMY
Employer identification number (EIN):250965558
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID DENARDO2024-10-15
0012022-01-01DAVID DENARDO2023-10-12
0012021-01-01DAVID DENARDO2022-10-10
0012020-01-01DAVE DENARDO2021-10-14 DAVE DENARDO2021-10-14
0012019-01-01KAREN M. MCAVOY2020-10-15 KAREN M. MCAVOY2020-10-15
0012018-01-01KAREN M. MCAVOY2019-10-14 KAREN M. MCAVOY2019-10-14
0012017-01-01
0012016-01-01
0012016-01-01JOHN F DILLON2017-06-15
0012015-01-01
0012014-01-01
0012014-01-01
0012013-01-01JOHN F DILLON
0012012-01-01JOHN F. DILLON
0012011-01-01JOHN F. DILLON
0012010-01-01JOHN F. DILLON
0012009-01-01JOHN F. DILLON

Plan Statistics for SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN

Measure Date Value
2023: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01348
Total number of active participants reported on line 7a of the Form 55002023-01-01153
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01202
Total of all active and inactive participants2023-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01356
Number of participants with account balances2023-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01338
Total number of active participants reported on line 7a of the Form 55002022-01-01168
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01183
Total of all active and inactive participants2022-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01354
Number of participants with account balances2022-01-01351
2021: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01331
Total number of active participants reported on line 7a of the Form 55002021-01-01160
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01178
Total of all active and inactive participants2021-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01340
Number of participants with account balances2021-01-01337
2020: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01317
Total number of active participants reported on line 7a of the Form 55002020-01-01160
Number of other retired or separated participants entitled to future benefits2020-01-01171
Total of all active and inactive participants2020-01-01331
Total participants2020-01-01331
Number of participants with account balances2020-01-01330
2019: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01316
Total number of active participants reported on line 7a of the Form 55002019-01-01159
Number of other retired or separated participants entitled to future benefits2019-01-01158
Total of all active and inactive participants2019-01-01317
Total participants2019-01-01317
Number of participants with account balances2019-01-01316
2018: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01321
Total number of active participants reported on line 7a of the Form 55002018-01-01165
Number of other retired or separated participants entitled to future benefits2018-01-01151
Total of all active and inactive participants2018-01-01316
Total participants2018-01-01316
Number of participants with account balances2018-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01350
Total number of active participants reported on line 7a of the Form 55002017-01-01145
Number of retired or separated participants receiving benefits2017-01-0160
Number of other retired or separated participants entitled to future benefits2017-01-01164
Total of all active and inactive participants2017-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01370
Number of participants with account balances2017-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01311
Total number of active participants reported on line 7a of the Form 55002016-01-01149
Number of retired or separated participants receiving benefits2016-01-01163
Total of all active and inactive participants2016-01-01312
Total participants2016-01-01312
Number of participants with account balances2016-01-01311
2015: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01309
Total number of active participants reported on line 7a of the Form 55002015-01-01157
Number of other retired or separated participants entitled to future benefits2015-01-01154
Total of all active and inactive participants2015-01-01311
Total participants2015-01-01311
Number of participants with account balances2015-01-01311
2014: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01310
Total number of active participants reported on line 7a of the Form 55002014-01-01165
Number of other retired or separated participants entitled to future benefits2014-01-01144
Total of all active and inactive participants2014-01-01309
Total participants2014-01-01309
Number of participants with account balances2014-01-01308
2013: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01323
Total number of active participants reported on line 7a of the Form 55002013-01-01160
Number of other retired or separated participants entitled to future benefits2013-01-01152
Total of all active and inactive participants2013-01-01312
Total participants2013-01-01312
Number of participants with account balances2013-01-01307
2012: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01331
Total number of active participants reported on line 7a of the Form 55002012-01-01171
Number of other retired or separated participants entitled to future benefits2012-01-01152
Total of all active and inactive participants2012-01-01323
Total participants2012-01-01323
Number of participants with account balances2012-01-01309
2011: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01334
Total number of active participants reported on line 7a of the Form 55002011-01-01285
Number of other retired or separated participants entitled to future benefits2011-01-0146
Total of all active and inactive participants2011-01-01331
Total participants2011-01-01331
Number of participants with account balances2011-01-01305
2010: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01322
Total number of active participants reported on line 7a of the Form 55002010-01-01290
Number of other retired or separated participants entitled to future benefits2010-01-0144
Total of all active and inactive participants2010-01-01334
Total participants2010-01-01334
Number of participants with account balances2010-01-01311
2009: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01324
Total number of active participants reported on line 7a of the Form 55002009-01-01276
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01322
Number of participants with account balances2009-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN

Measure Date Value
2023 : SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$5,007,906
Total of all expenses incurred2023-12-31$2,932,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,912,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,097,740
Value of total assets at end of year2023-12-31$30,347,968
Value of total assets at beginning of year2023-12-31$28,272,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$20,764
Total interest from all sources2023-12-31$345,498
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$352,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$352,973
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$461,947
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$57,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,074,969
Value of net assets at end of year (total assets less liabilities)2023-12-31$30,347,968
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$28,272,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$22,076,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$19,633,855
Value of interest in pooled separate accounts at end of year2023-12-31$1,111,917
Value of interest in pooled separate accounts at beginning of year2023-12-31$1,294,908
Interest earned on other investments2023-12-31$345,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$7,159,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$7,344,236
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$94,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,388,515
Net investment gain/loss from pooled separate accounts2023-12-31$-176,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$578,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,817,891
Contract administrator fees2023-12-31$20,764
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31GROSSMAN YANAK & FORD
Accountancy firm EIN2023-12-31251638525
Total income from all sources (including contributions)2023-01-01$5,007,906
Total of all expenses incurred2023-01-01$2,932,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,912,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,097,740
Value of total assets at end of year2023-01-01$30,347,968
Value of total assets at beginning of year2023-01-01$28,272,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$20,764
Total interest from all sources2023-01-01$345,498
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$352,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$352,973
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$461,947
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$57,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$2,074,969
Value of net assets at end of year (total assets less liabilities)2023-01-01$30,347,968
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$28,272,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$22,076,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$19,633,855
Value of interest in pooled separate accounts at end of year2023-01-01$1,111,917
Value of interest in pooled separate accounts at beginning of year2023-01-01$1,294,908
Interest earned on other investments2023-01-01$345,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$7,159,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$7,344,236
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$94,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$3,388,515
Net investment gain/loss from pooled separate accounts2023-01-01$-176,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$578,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,817,891
Contract administrator fees2023-01-01$20,764
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01GROSSMAN YANAK & FORD
Accountancy firm EIN2023-01-01251638525
2022 : SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,798,591
Total of all expenses incurred2022-12-31$2,019,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,998,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,141,454
Value of total assets at end of year2022-12-31$28,272,999
Value of total assets at beginning of year2022-12-31$33,091,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,031
Total interest from all sources2022-12-31$317,490
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$378,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$378,409
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$477,362
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$55,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,818,188
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,272,999
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,091,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,633,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,191,028
Value of interest in pooled separate accounts at end of year2022-12-31$1,294,908
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,244,901
Interest earned on other investments2022-12-31$317,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,344,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,655,258
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$296,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,740,361
Net investment gain/loss from pooled separate accounts2022-12-31$104,417
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$609,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,702,513
Contract administrator fees2022-12-31$21,031
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GROSSMAN YANAK & FORD
Accountancy firm EIN2022-12-31251638525
Total income from all sources (including contributions)2022-01-01$-2,798,591
Total of all expenses incurred2022-01-01$2,019,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,998,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,141,454
Value of total assets at end of year2022-01-01$28,272,999
Value of total assets at beginning of year2022-01-01$33,091,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$21,031
Total interest from all sources2022-01-01$317,490
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$378,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$378,409
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$477,362
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$55,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-4,818,188
Value of net assets at end of year (total assets less liabilities)2022-01-01$28,272,999
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$33,091,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$19,633,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$24,191,028
Value of interest in pooled separate accounts at end of year2022-01-01$1,294,908
Value of interest in pooled separate accounts at beginning of year2022-01-01$1,244,901
Interest earned on other investments2022-01-01$317,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$7,344,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$7,655,258
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$296,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-4,740,361
Net investment gain/loss from pooled separate accounts2022-01-01$104,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$609,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,702,513
Contract administrator fees2022-01-01$21,031
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01GROSSMAN YANAK & FORD
Accountancy firm EIN2022-01-01251638525
2021 : SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,785,926
Total of all expenses incurred2021-12-31$2,353,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,331,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,097,971
Value of total assets at end of year2021-12-31$33,091,187
Value of total assets at beginning of year2021-12-31$30,658,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$21,907
Total interest from all sources2021-12-31$275,548
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$666,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$666,598
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$463,768
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$32,696
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$2,432,748
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,091,187
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,658,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$24,191,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,716,026
Value of interest in pooled separate accounts at end of year2021-12-31$1,244,901
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,041,985
Interest earned on other investments2021-12-31$275,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,655,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,900,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,554,902
Net investment gain/loss from pooled separate accounts2021-12-31$190,907
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$601,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,331,271
Contract administrator fees2021-12-31$21,907
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31GROSSMAN YANAK & FORD
Accountancy firm EIN2021-12-31251638525
2020 : SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,527,856
Total of all expenses incurred2020-12-31$1,872,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,854,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,093,444
Value of total assets at end of year2020-12-31$30,658,439
Value of total assets at beginning of year2020-12-31$28,003,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,161
Total interest from all sources2020-12-31$261,881
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$379,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$379,401
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$460,063
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$27,329
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$2,654,863
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,658,439
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,003,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,716,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,222,877
Value of interest in pooled separate accounts at end of year2020-12-31$1,041,985
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,036,924
Interest earned on other investments2020-12-31$261,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,900,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,743,775
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$41,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,802,196
Net investment gain/loss from pooled separate accounts2020-12-31$-9,066
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$606,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,813,332
Contract administrator fees2020-12-31$18,161
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31GROSSMAN YANAK AND FORD LLP
Accountancy firm EIN2020-12-31251638525
2019 : SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$5,607,254
Total income from all sources (including contributions)2019-12-31$5,607,254
Total of all expenses incurred2019-12-31$4,491,913
Total of all expenses incurred2019-12-31$4,491,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,475,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,475,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,169,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,169,558
Value of total assets at end of year2019-12-31$28,003,576
Value of total assets at end of year2019-12-31$28,003,576
Value of total assets at beginning of year2019-12-31$26,888,235
Value of total assets at beginning of year2019-12-31$26,888,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,963
Total interest from all sources2019-12-31$328,458
Total interest from all sources2019-12-31$328,458
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$318,817
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$318,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$318,817
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$318,817
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$464,954
Contributions received from participants2019-12-31$464,954
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$94,278
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$94,278
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
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$1,115,341
Value of net income/loss2019-12-31$1,115,341
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,003,576
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,003,576
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,888,235
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,888,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,222,877
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,222,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,462,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,462,807
Value of interest in pooled separate accounts at end of year2019-12-31$1,036,924
Value of interest in pooled separate accounts at end of year2019-12-31$1,036,924
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,099,683
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,099,683
Interest earned on other investments2019-12-31$328,458
Interest earned on other investments2019-12-31$328,458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,743,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,743,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,325,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,325,745
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$513,437
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$513,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,733,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,733,352
Net investment gain/loss from pooled separate accounts2019-12-31$57,069
Net investment gain/loss from pooled separate accounts2019-12-31$57,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$610,326
Contributions received in cash from employer2019-12-31$610,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,962,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,962,513
Contract administrator fees2019-12-31$15,963
Contract administrator fees2019-12-31$15,963
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$33,181
Total of all expenses incurred2018-12-31$1,652,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,639,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,070,209
Value of total assets at end of year2018-12-31$26,888,235
Value of total assets at beginning of year2018-12-31$28,508,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,457
Total interest from all sources2018-12-31$354,971
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$375,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$375,543
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$456,509
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$25,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,619,784
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,888,235
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,508,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,462,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,962,954
Value of interest in pooled separate accounts at end of year2018-12-31$1,099,683
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,105,550
Interest earned on other investments2018-12-31$354,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,325,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,439,515
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$59,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,820,260
Net investment gain/loss from pooled separate accounts2018-12-31$52,718
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$588,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,579,526
Contract administrator fees2018-12-31$13,457
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$4,461
Total income from all sources (including contributions)2017-12-31$4,771,400
Total of all expenses incurred2017-12-31$3,002,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,991,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,060,330
Value of total assets at end of year2017-12-31$28,508,019
Value of total assets at beginning of year2017-12-31$26,743,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,588
Total interest from all sources2017-12-31$348,172
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$270,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$270,163
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$441,967
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$31,297
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$1,768,735
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,508,019
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,743,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,962,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,230,522
Value of interest in pooled separate accounts at end of year2017-12-31$1,105,550
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,083,641
Interest earned on other investments2017-12-31$348,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,439,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,429,582
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$314,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,046,570
Net investment gain/loss from pooled separate accounts2017-12-31$46,165
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$587,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,676,423
Contract administrator fees2017-12-31$11,588
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total transfer of assets from this plan2016-12-31$37,777
Total income from all sources (including contributions)2016-12-31$2,793,710
Total of all expenses incurred2016-12-31$2,448,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,439,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,122,984
Value of total assets at end of year2016-12-31$26,743,745
Value of total assets at beginning of year2016-12-31$26,436,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,073
Total interest from all sources2016-12-31$375,287
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$198,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$198,545
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$460,555
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$43,347
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$345,176
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,743,745
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,436,346
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$17,230,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,956,588
Value of interest in pooled separate accounts at end of year2016-12-31$1,083,641
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,122,767
Interest earned on other investments2016-12-31$375,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,429,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,356,991
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$232,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,039,366
Net investment gain/loss from pooled separate accounts2016-12-31$57,528
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$619,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,207,441
Contract administrator fees2016-12-31$9,073
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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,471,780
Total of all expenses incurred2015-12-31$1,021,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,014,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,080,829
Value of total assets at end of year2015-12-31$26,436,346
Value of total assets at beginning of year2015-12-31$25,986,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,088
Total interest from all sources2015-12-31$353,181
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$226,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$226,099
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$460,432
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$449,977
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,436,346
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,986,369
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$16,956,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,507,091
Value of interest in pooled separate accounts at end of year2015-12-31$1,122,767
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,065,707
Interest earned on other investments2015-12-31$353,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,356,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,413,571
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$76,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-274,018
Net investment gain/loss from pooled separate accounts2015-12-31$85,689
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$620,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$938,374
Contract administrator fees2015-12-31$7,088
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,545,961
Total of all expenses incurred2014-12-31$1,754,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,748,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,036,596
Value of total assets at end of year2014-12-31$25,986,369
Value of total assets at beginning of year2014-12-31$25,194,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,212
Total interest from all sources2014-12-31$363,338
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$195,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$195,857
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$445,370
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$791,931
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,986,369
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,194,438
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$16,507,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,870,112
Value of interest in pooled separate accounts at end of year2014-12-31$1,065,707
Value of interest in pooled separate accounts at beginning of year2014-12-31$952,227
Interest earned on other investments2014-12-31$363,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,413,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,372,099
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$20,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$832,905
Net investment gain/loss from pooled separate accounts2014-12-31$117,265
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$591,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,728,641
Contract administrator fees2014-12-31$5,212
Did the plan have assets held for investment2014-12-31No
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$4,631,224
Total of all expenses incurred2013-12-31$1,775,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,765,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,074,395
Value of total assets at end of year2013-12-31$25,194,438
Value of total assets at beginning of year2013-12-31$22,338,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,495
Total interest from all sources2013-12-31$352,784
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$139,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$139,132
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$429,374
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$74,698
Administrative expenses (other) incurred2013-12-31$6,924
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$2,855,807
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,194,438
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,338,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,870,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,065,371
Value of interest in pooled separate accounts at end of year2013-12-31$952,227
Interest earned on other investments2013-12-31$352,784
Value of interest in common/collective trusts at beginning of year2013-12-31$1,862,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,372,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,410,954
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$185,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,979,177
Net investment gain/loss from pooled separate accounts2013-12-31$85,736
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$570,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,580,712
Contract administrator fees2013-12-31$2,571
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,755,485
Total unrealized appreciation/depreciation of assets2012-12-31$1,755,485
Total income from all sources (including contributions)2012-12-31$3,162,065
Total loss/gain on sale of assets2012-12-31$335,772
Total of all expenses incurred2012-12-31$1,821,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,821,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$961,556
Value of total assets at end of year2012-12-31$22,338,631
Value of total assets at beginning of year2012-12-31$20,998,218
Total interest from all sources2012-12-31$74,202
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$35,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$35,050
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$412,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,340,413
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,338,631
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,998,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,065,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,405,505
Interest earned on other investments2012-12-31$74,202
Value of interest in common/collective trusts at end of year2012-12-31$1,862,306
Value of interest in common/collective trusts at beginning of year2012-12-31$1,387,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,410,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,204,882
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$548,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,821,652
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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
Aggregate proceeds on sale of assets2012-12-31$3,877,637
Aggregate carrying amount (costs) on sale of assets2012-12-31$3,541,865
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MALIN, BERGQUIST & COMPANY, LLP
Accountancy firm EIN2012-12-31251249913
2011 : SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-185,036
Total unrealized appreciation/depreciation of assets2011-12-31$-185,036
Total income from all sources (including contributions)2011-12-31$943,388
Total loss/gain on sale of assets2011-12-31$93,233
Total of all expenses incurred2011-12-31$1,448,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,448,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$941,522
Value of total assets at end of year2011-12-31$20,998,218
Value of total assets at beginning of year2011-12-31$21,503,779
Total interest from all sources2011-12-31$76,441
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$17,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$17,228
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$404,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-505,561
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,998,218
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,503,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,405,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,169,493
Interest earned on other investments2011-12-31$76,441
Value of interest in common/collective trusts at end of year2011-12-31$1,387,831
Value of interest in common/collective trusts at beginning of year2011-12-31$1,114,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,204,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,219,334
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$536,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,448,949
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
Aggregate proceeds on sale of assets2011-12-31$3,166,011
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,072,778
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 name2011-12-31MALIN, BERGQUIST & COMPANY, LLP
Accountancy firm EIN2011-12-31251249913
2010 : SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,945,114
Total unrealized appreciation/depreciation of assets2010-12-31$1,945,114
Total income from all sources (including contributions)2010-12-31$2,941,943
Total loss/gain on sale of assets2010-12-31$-31,327
Total of all expenses incurred2010-12-31$1,539,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,539,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$959,425
Value of total assets at end of year2010-12-31$21,503,779
Value of total assets at beginning of year2010-12-31$20,101,313
Total interest from all sources2010-12-31$61,511
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$7,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$7,220
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000
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$413,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,402,466
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,503,779
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,101,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,169,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,490,300
Interest earned on other investments2010-12-31$61,511
Value of interest in common/collective trusts at end of year2010-12-31$1,114,952
Value of interest in common/collective trusts at beginning of year2010-12-31$795,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,219,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,815,385
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$545,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,539,477
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
Aggregate proceeds on sale of assets2010-12-31$3,243,930
Aggregate carrying amount (costs) on sale of assets2010-12-31$3,275,257
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 name2010-12-31MALIN, BERGQUIST & COMPANY, LLP
Accountancy firm EIN2010-12-31251249913
2009 : SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN

2023: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SEWICKLEY ACADEMY DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500260
Policy instance 1
Insurance contract or identification number500260
Number of Individuals Covered197
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number500260
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500260
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500260
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500260
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500260
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500260
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500260
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500260
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500260
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number001
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number001
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number001
Policy instance 1

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