?>
Logo

SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameSEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN
Plan identification number 002

SEWICKLEY ACADEMY TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DAVID DENARDO2024-10-15
0022022-01-01DAVID DENARDO2023-10-12
0022021-01-01DAVID DENARDO2022-10-10
0022020-01-01DAVE DENARDO2021-10-14 DAVE DENARDO2021-10-14
0022019-01-01KAREN M. MCAVOY2020-10-15 KAREN M. MCAVOY2020-10-15
0022018-01-01KAREN M. MCAVOY2019-10-14 KAREN M. MCAVOY2019-10-14
0022017-01-01
0022016-01-01
0022016-01-01JOHN F DILLON2017-06-15
0022015-01-01
0022014-01-01
0022013-01-01JOHN F. DILLON
0022012-01-01JOHN F. DILLON
0022011-01-01JOHN F. DILLON
0022009-01-01JOHN F. DILLON

Plan Statistics for SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2023: SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01191
Total number of active participants reported on line 7a of the Form 55002023-01-0174
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01110
Total of all active and inactive participants2023-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01186
Number of participants with account balances2023-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01196
Total number of active participants reported on line 7a of the Form 55002022-01-0184
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01108
Total of all active and inactive participants2022-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01193
Number of participants with account balances2022-01-01188
2021: SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01196
Total number of active participants reported on line 7a of the Form 55002021-01-0190
Number of other retired or separated participants entitled to future benefits2021-01-01105
Total of all active and inactive participants2021-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01196
Number of participants with account balances2021-01-01187
2020: SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01191
Total number of active participants reported on line 7a of the Form 55002020-01-0192
Number of other retired or separated participants entitled to future benefits2020-01-01105
Total of all active and inactive participants2020-01-01197
Total participants2020-01-01197
Number of participants with account balances2020-01-01188
2019: SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01200
Total number of active participants reported on line 7a of the Form 55002019-01-0191
Number of other retired or separated participants entitled to future benefits2019-01-01100
Total of all active and inactive participants2019-01-01191
Total participants2019-01-01191
Number of participants with account balances2019-01-01184
2018: SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01202
Total number of active participants reported on line 7a of the Form 55002018-01-0195
Number of other retired or separated participants entitled to future benefits2018-01-01105
Total of all active and inactive participants2018-01-01200
Total participants2018-01-01200
Number of participants with account balances2018-01-01195
2017: SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01205
Total number of active participants reported on line 7a of the Form 55002017-01-0191
Number of other retired or separated participants entitled to future benefits2017-01-01111
Total of all active and inactive participants2017-01-01202
Total participants2017-01-01202
Number of participants with account balances2017-01-01200
2016: SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01206
Total number of active participants reported on line 7a of the Form 55002016-01-01149
Number of other retired or separated participants entitled to future benefits2016-01-01118
Total of all active and inactive participants2016-01-01267
Total participants2016-01-01267
Number of participants with account balances2016-01-01205
2015: SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01213
Total number of active participants reported on line 7a of the Form 55002015-01-0195
Number of other retired or separated participants entitled to future benefits2015-01-01111
Total of all active and inactive participants2015-01-01206
Total participants2015-01-01206
Number of participants with account balances2015-01-01206
2014: SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01213
Total number of active participants reported on line 7a of the Form 55002014-01-01102
Number of other retired or separated participants entitled to future benefits2014-01-01111
Total of all active and inactive participants2014-01-01213
Total participants2014-01-01213
Number of participants with account balances2014-01-01212
2013: SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01221
Total number of active participants reported on line 7a of the Form 55002013-01-01104
Number of other retired or separated participants entitled to future benefits2013-01-01116
Total of all active and inactive participants2013-01-01220
Total participants2013-01-01220
Number of participants with account balances2013-01-01213
2012: SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01237
Total number of active participants reported on line 7a of the Form 55002012-01-01112
Number of other retired or separated participants entitled to future benefits2012-01-01109
Total of all active and inactive participants2012-01-01221
Total participants2012-01-01221
Number of participants with account balances2012-01-01210
2011: SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01243
Total number of active participants reported on line 7a of the Form 55002011-01-01228
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01237
Total participants2011-01-01237
Number of participants with account balances2011-01-01211
2009: SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01257
Total number of active participants reported on line 7a of the Form 55002009-01-01228
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01237
Number of participants with account balances2009-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2023 : SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$1,974,074
Total of all expenses incurred2023-12-31$1,023,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,015,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$339,112
Value of total assets at end of year2023-12-31$12,325,538
Value of total assets at beginning of year2023-12-31$11,375,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$8,402
Total interest from all sources2023-12-31$106,881
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$142,288
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$142,288
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$253,456
Participant contributions at end of year2023-12-31$22,679
Participant contributions at beginning of year2023-12-31$16,715
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$950,463
Value of net assets at end of year (total assets less liabilities)2023-12-31$12,325,538
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$11,375,075
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$9,233,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$8,086,866
Value of interest in pooled separate accounts at end of year2023-12-31$505,199
Value of interest in pooled separate accounts at beginning of year2023-12-31$700,032
Interest on participant loans2023-12-31$1,103
Interest earned on other investments2023-12-31$105,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,563,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$2,571,462
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,476,197
Net investment gain/loss from pooled separate accounts2023-12-31$-90,404
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$85,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,015,209
Contract administrator fees2023-12-31$8,402
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 LLP
Accountancy firm EIN2023-12-31251638525
Total income from all sources (including contributions)2023-01-01$1,974,074
Total of all expenses incurred2023-01-01$1,023,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,015,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$339,112
Value of total assets at end of year2023-01-01$12,325,538
Value of total assets at beginning of year2023-01-01$11,375,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$8,402
Total interest from all sources2023-01-01$106,881
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$142,288
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$142,288
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$253,456
Participant contributions at end of year2023-01-01$22,679
Participant contributions at beginning of year2023-01-01$16,715
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$950,463
Value of net assets at end of year (total assets less liabilities)2023-01-01$12,325,538
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$11,375,075
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$9,233,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$8,086,866
Value of interest in pooled separate accounts at end of year2023-01-01$505,199
Value of interest in pooled separate accounts at beginning of year2023-01-01$700,032
Interest on participant loans2023-01-01$1,103
Interest earned on other investments2023-01-01$105,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$2,563,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$2,571,462
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,476,197
Net investment gain/loss from pooled separate accounts2023-01-01$-90,404
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$85,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,015,209
Contract administrator fees2023-01-01$8,402
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01GROSSMAN YANAK & FORD LLP
Accountancy firm EIN2023-01-01251638525
2022 : SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,345,021
Total of all expenses incurred2022-12-31$305,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$296,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$383,264
Value of total assets at end of year2022-12-31$11,375,075
Value of total assets at beginning of year2022-12-31$13,025,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,889
Total interest from all sources2022-12-31$88,931
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$140,308
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$140,308
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$291,825
Participant contributions at end of year2022-12-31$16,715
Participant contributions at beginning of year2022-12-31$4,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,650,331
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,375,075
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,025,406
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$8,086,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,972,130
Value of interest in pooled separate accounts at end of year2022-12-31$700,032
Value of interest in pooled separate accounts at beginning of year2022-12-31$630,617
Interest on participant loans2022-12-31$240
Interest earned on other investments2022-12-31$88,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,571,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,418,501
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$19,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,010,455
Net investment gain/loss from pooled separate accounts2022-12-31$52,931
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$91,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$276,741
Contract administrator fees2022-12-31$8,889
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GROSSMAN YANAK & FORD
Accountancy firm EIN2022-12-31251638525
Total income from all sources (including contributions)2022-01-01$-1,345,021
Total of all expenses incurred2022-01-01$305,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$296,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$383,264
Value of total assets at end of year2022-01-01$11,375,075
Value of total assets at beginning of year2022-01-01$13,025,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$8,889
Total interest from all sources2022-01-01$88,931
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$140,308
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$140,308
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$291,825
Participant contributions at end of year2022-01-01$16,715
Participant contributions at beginning of year2022-01-01$4,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,650,331
Value of net assets at end of year (total assets less liabilities)2022-01-01$11,375,075
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$13,025,406
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$8,086,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$9,972,130
Value of interest in pooled separate accounts at end of year2022-01-01$700,032
Value of interest in pooled separate accounts at beginning of year2022-01-01$630,617
Interest on participant loans2022-01-01$240
Interest earned on other investments2022-01-01$88,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$2,571,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$2,418,501
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$19,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-2,010,455
Net investment gain/loss from pooled separate accounts2022-01-01$52,931
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$91,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$276,741
Contract administrator fees2022-01-01$8,889
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 TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,945,066
Total of all expenses incurred2021-12-31$1,041,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,032,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$371,537
Value of total assets at end of year2021-12-31$13,025,406
Value of total assets at beginning of year2021-12-31$12,121,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,394
Total interest from all sources2021-12-31$73,415
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$257,345
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$257,345
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$282,552
Participant contributions at end of year2021-12-31$4,158
Participant contributions at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$903,654
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,025,406
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,121,752
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$9,972,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,159,146
Value of interest in pooled separate accounts at end of year2021-12-31$630,617
Value of interest in pooled separate accounts at beginning of year2021-12-31$537,648
Interest earned on other investments2021-12-31$73,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,418,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,424,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,146,427
Net investment gain/loss from pooled separate accounts2021-12-31$96,342
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$88,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,032,018
Contract administrator fees2021-12-31$9,394
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 LLP
Accountancy firm EIN2021-12-31251638525
2020 : SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,898,372
Total of all expenses incurred2020-12-31$406,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$398,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$385,783
Value of total assets at end of year2020-12-31$12,121,752
Value of total assets at beginning of year2020-12-31$10,629,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,555
Total interest from all sources2020-12-31$75,647
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$119,694
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$119,694
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$296,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,492,275
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,121,752
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,629,477
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$9,159,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,975,234
Value of interest in pooled separate accounts at end of year2020-12-31$537,648
Value of interest in pooled separate accounts at beginning of year2020-12-31$533,841
Interest earned on other investments2020-12-31$75,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,424,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,120,402
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$4,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,321,931
Net investment gain/loss from pooled separate accounts2020-12-31$-4,683
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$88,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$394,176
Contract administrator fees2020-12-31$7,555
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 TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,200,587
Total income from all sources (including contributions)2019-12-31$2,200,587
Total of all expenses incurred2019-12-31$1,200,834
Total of all expenses incurred2019-12-31$1,200,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,194,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,194,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$449,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$449,908
Value of total assets at end of year2019-12-31$10,629,477
Value of total assets at end of year2019-12-31$10,629,477
Value of total assets at beginning of year2019-12-31$9,629,724
Value of total assets at beginning of year2019-12-31$9,629,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,717
Total interest from all sources2019-12-31$70,753
Total interest from all sources2019-12-31$70,753
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$124,921
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$124,921
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$124,921
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$124,921
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$338,002
Contributions received from participants2019-12-31$338,002
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$999,753
Value of net income/loss2019-12-31$999,753
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,629,477
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,629,477
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,629,724
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,629,724
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$7,975,234
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,975,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,868,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,868,831
Value of interest in pooled separate accounts at end of year2019-12-31$533,841
Value of interest in pooled separate accounts at end of year2019-12-31$533,841
Value of interest in pooled separate accounts at beginning of year2019-12-31$513,765
Value of interest in pooled separate accounts at beginning of year2019-12-31$513,765
Interest earned on other investments2019-12-31$70,753
Interest earned on other investments2019-12-31$70,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,120,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,120,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,247,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,247,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,526,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,526,604
Net investment gain/loss from pooled separate accounts2019-12-31$28,401
Net investment gain/loss from pooled separate accounts2019-12-31$28,401
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$111,906
Contributions received in cash from employer2019-12-31$111,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,194,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,194,117
Contract administrator fees2019-12-31$6,717
Contract administrator fees2019-12-31$6,717
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 TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$42,664
Total of all expenses incurred2018-12-31$595,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$589,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$467,495
Value of total assets at end of year2018-12-31$9,629,724
Value of total assets at beginning of year2018-12-31$10,182,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,744
Total interest from all sources2018-12-31$84,849
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$153,582
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$153,582
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$354,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-552,813
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,629,724
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,182,537
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$6,868,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,393,224
Value of interest in pooled separate accounts at end of year2018-12-31$513,765
Value of interest in pooled separate accounts at beginning of year2018-12-31$506,969
Interest earned on other investments2018-12-31$84,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,247,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,282,344
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$60,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-687,674
Net investment gain/loss from pooled separate accounts2018-12-31$24,412
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$113,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$528,739
Contract administrator fees2018-12-31$5,744
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 TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$4,461
Total income from all sources (including contributions)2017-12-31$1,872,857
Total of all expenses incurred2017-12-31$1,219,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,214,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$448,639
Value of total assets at end of year2017-12-31$10,182,537
Value of total assets at beginning of year2017-12-31$9,524,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,943
Total interest from all sources2017-12-31$74,070
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$109,959
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$109,959
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$340,302
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,854
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$653,316
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,182,537
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,524,760
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$7,393,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,881,882
Value of interest in pooled separate accounts at end of year2017-12-31$506,969
Value of interest in pooled separate accounts at beginning of year2017-12-31$495,625
Interest earned on other investments2017-12-31$74,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,282,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,147,253
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$14,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,218,800
Net investment gain/loss from pooled separate accounts2017-12-31$21,389
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$105,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,200,321
Contract administrator fees2017-12-31$4,943
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 TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$37,777
Total income from all sources (including contributions)2016-12-31$1,060,683
Total of all expenses incurred2016-12-31$497,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$493,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$500,834
Value of total assets at end of year2016-12-31$9,524,760
Value of total assets at beginning of year2016-12-31$8,923,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,909
Total interest from all sources2016-12-31$73,049
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$80,691
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$80,691
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$364,254
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$26,134
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$563,255
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,524,760
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,923,728
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$6,881,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,470,943
Value of interest in pooled separate accounts at end of year2016-12-31$495,625
Value of interest in pooled separate accounts at beginning of year2016-12-31$479,193
Interest earned on other investments2016-12-31$73,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,147,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,973,592
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$47,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$380,954
Net investment gain/loss from pooled separate accounts2016-12-31$25,155
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$110,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$446,170
Contract administrator fees2016-12-31$3,909
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 TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$587,213
Total of all expenses incurred2015-12-31$329,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$326,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$477,662
Value of total assets at end of year2015-12-31$8,923,728
Value of total assets at beginning of year2015-12-31$8,665,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,940
Total interest from all sources2015-12-31$71,741
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$94,977
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$94,977
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$364,996
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$874
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$257,804
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,923,728
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,665,924
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$6,470,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,036,769
Value of interest in pooled separate accounts at end of year2015-12-31$479,193
Value of interest in pooled separate accounts at beginning of year2015-12-31$431,506
Interest earned on other investments2015-12-31$71,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,973,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,197,649
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$10,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-92,642
Net investment gain/loss from pooled separate accounts2015-12-31$35,475
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$111,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$315,503
Contract administrator fees2015-12-31$2,940
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 TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$985,554
Total of all expenses incurred2014-12-31$917,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$915,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$445,293
Value of total assets at end of year2014-12-31$8,665,924
Value of total assets at beginning of year2014-12-31$8,598,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,180
Total interest from all sources2014-12-31$76,358
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$68,012
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$68,012
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$349,030
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$67,619
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,665,924
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,598,305
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$6,036,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,104,207
Value of interest in pooled separate accounts at end of year2014-12-31$431,506
Value of interest in pooled separate accounts at beginning of year2014-12-31$417,983
Interest earned on other investments2014-12-31$76,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,197,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,076,115
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$9,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$345,452
Net investment gain or loss from common/collective trusts2014-12-31$50,439
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$96,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$906,659
Contract administrator fees2014-12-31$2,180
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,719,230
Total of all expenses incurred2013-12-31$462,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$461,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$473,538
Value of total assets at end of year2013-12-31$8,598,305
Value of total assets at beginning of year2013-12-31$7,341,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,213
Total interest from all sources2013-12-31$73,510
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$51,125
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$51,125
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$348,066
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$41,513
Other income not declared elsewhere2013-12-31$6,927
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$1,256,878
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,598,305
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,341,427
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$6,104,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,458,228
Value of interest in pooled separate accounts at end of year2013-12-31$417,983
Interest earned on other investments2013-12-31$73,510
Value of interest in common/collective trusts at beginning of year2013-12-31$811,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,076,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,071,487
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$40,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,077,293
Net investment gain/loss from pooled separate accounts2013-12-31$36,837
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$83,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$421,046
Contract administrator fees2013-12-31$1,213
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 TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$643,278
Total unrealized appreciation/depreciation of assets2012-12-31$643,278
Total income from all sources (including contributions)2012-12-31$1,157,666
Total loss/gain on sale of assets2012-12-31$59,755
Total of all expenses incurred2012-12-31$382,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$382,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$430,693
Value of total assets at end of year2012-12-31$7,341,427
Value of total assets at beginning of year2012-12-31$6,566,164
Total interest from all sources2012-12-31$8,750
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$15,190
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$15,190
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$330,737
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,164
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$775,263
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,341,427
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,566,164
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$4,458,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,075,494
Interest earned on other investments2012-12-31$8,750
Value of interest in common/collective trusts at end of year2012-12-31$811,712
Value of interest in common/collective trusts at beginning of year2012-12-31$630,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,071,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,860,474
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$97,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$382,403
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$532,838
Aggregate carrying amount (costs) on sale of assets2012-12-31$473,083
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MALIN, BERGQUIST & COMPANY, LLP
Accountancy firm EIN2012-12-31251249913
2011 : SEWICKLEY ACADEMY TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-59,288
Total unrealized appreciation/depreciation of assets2011-12-31$-59,288
Total income from all sources (including contributions)2011-12-31$485,292
Total loss/gain on sale of assets2011-12-31$60,915
Total of all expenses incurred2011-12-31$394,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$394,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$466,998
Value of total assets at end of year2011-12-31$6,566,164
Value of total assets at beginning of year2011-12-31$6,475,459
Total interest from all sources2011-12-31$8,091
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$8,576
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$8,576
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$356,164
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$90,705
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,566,164
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,475,459
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$4,075,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,234,222
Interest earned on other investments2011-12-31$8,091
Value of interest in common/collective trusts at end of year2011-12-31$630,196
Value of interest in common/collective trusts at beginning of year2011-12-31$471,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,860,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,769,659
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$110,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$394,587
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$636,479
Aggregate carrying amount (costs) on sale of assets2011-12-31$575,564
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 TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$644,806
Total unrealized appreciation/depreciation of assets2010-12-31$644,806
Total income from all sources (including contributions)2010-12-31$1,058,806
Total loss/gain on sale of assets2010-12-31$-36,682
Total of all expenses incurred2010-12-31$495,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$495,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$441,969
Value of total assets at end of year2010-12-31$6,475,459
Value of total assets at beginning of year2010-12-31$5,912,026
Total interest from all sources2010-12-31$5,062
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,651
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$3,651
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$330,606
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,229
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$563,432
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,475,459
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,912,026
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$4,234,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,979,346
Interest earned on other investments2010-12-31$5,062
Value of interest in common/collective trusts at end of year2010-12-31$471,578
Value of interest in common/collective trusts at beginning of year2010-12-31$342,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,769,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,590,057
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$103,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$495,374
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$859,368
Aggregate carrying amount (costs) on sale of assets2010-12-31$896,050
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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY PLAN

2023: SEWICKLEY ACADEMY TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SEWICKLEY ACADEMY TAX DEFERRED ANNUITY 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 number500261
Policy instance 1
Insurance contract or identification number500261
Number of Individuals Covered120
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 number500261
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500261
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500261
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500261
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500261
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500261
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500261
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500261
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500261
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number002
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number002
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number002
Policy instance 1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3