?>
Logo

401k Plan overview

Plan NameTHE WINCHESTER THURSTON SCHOOL VANGUARD RETIREMENT PLAN FOR ADMINISTRATORS AND SUPPORT STAFF
Plan identification number 001

THE WINCHESTER THURSTON SCHOOL VANGUARD RETIREMENT PLAN FOR ADMINISTRATORS AND SUPPORT STAFF Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

    WINCHESTER THURSTON SCHOOL has sponsored the creation of one or more 401k plans.

    Company Name:WINCHESTER THURSTON SCHOOL
    Employer identification number (EIN):251030691
    NAIC Classification:611000

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan THE WINCHESTER THURSTON SCHOOL VANGUARD RETIREMENT PLAN FOR ADMINISTRATORS AND SUPPORT STAFF

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    0012020-01-01
    0012019-01-01
    0012018-01-01
    0012018-01-01
    0012017-01-01
    0012016-01-01
    0012015-01-01
    0012014-01-01
    0012013-01-01
    0012012-01-01M. DAVID WOLLAM2013-10-02
    0012011-01-01M. DAVID WOLLAM2012-10-01
    0012010-01-01M. DAVID WOLLAM
    0012009-01-01M. DAVID WOLLAM
    0012009-01-01M. DAVID. WOLLAM

    Plan Statistics for THE WINCHESTER THURSTON SCHOOL VANGUARD RETIREMENT PLAN FOR ADMINISTRATORS AND SUPPORT STAFF

    401k plan membership statisitcs for THE WINCHESTER THURSTON SCHOOL VANGUARD RETIREMENT PLAN FOR ADMINISTRATORS AND SUPPORT STAFF

    Measure Date Value
    2010
    Total participants, beginning-of-year2010-01-01324
    Total number of active participants reported on line 7a of the Form 55002010-01-0115
    Number of other retired or separated participants entitled to future benefits2010-01-017
    Total of all active and inactive participants2010-01-0122
    Total participants2010-01-0122
    Number of participants with account balances2010-01-0122
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
    2009
    Total participants, beginning-of-year2009-01-01320
    Total number of active participants reported on line 7a of the Form 55002009-01-01126
    Number of retired or separated participants receiving benefits2009-01-015
    Number of other retired or separated participants entitled to future benefits2009-01-01198
    Total of all active and inactive participants2009-01-01329
    Total participants2009-01-01329
    Number of participants with account balances2009-01-01324
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

    Financial Data on THE WINCHESTER THURSTON SCHOOL VANGUARD RETIREMENT PLAN FOR ADMINISTRATORS AND SUPPORT STAFF

    Measure Date Value
    2010
    Total transfer of assets from this plan2010-12-31$19,384,907
    Total income from all sources (including contributions)2010-12-31$2,491,042
    Total of all expenses incurred2010-12-31$897,187
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$894,921
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$674,155
    Value of total assets at end of year2010-12-31$772,406
    Value of total assets at beginning of year2010-12-31$18,563,458
    Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,266
    Total interest from all sources2010-12-31$243,102
    Total dividends received (eg from common stock, registered investment company shares)2010-12-31$53,652
    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$53,652
    Was this plan covered by a fidelity bond2010-12-31Yes
    Value of fidelity bond cover2010-12-31$250,000
    If this is an individual account plan, was there a blackout period2010-12-31No
    Were there any nonexempt tranactions with any party-in-interest2010-12-31No
    Contributions received from participants2010-12-31$353,807
    Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,229
    Administrative expenses (other) incurred2010-12-31$2,266
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
    Value of net income/loss2010-12-31$1,593,855
    Value of net assets at end of year (total assets less liabilities)2010-12-31$772,406
    Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,563,458
    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$772,406
    Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,617,642
    Value of interest in pooled separate accounts at beginning of year2010-12-31$326,230
    Interest earned on other investments2010-12-31$243,102
    Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,619,586
    Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,474,824
    Net investment gain/loss from pooled separate accounts2010-12-31$45,309
    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 contributions2010-12-31Yes
    Has the plan failed to provide any benefit when due under the plan2010-12-31No
    Contributions received in cash from employer2010-12-31$316,119
    Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$894,921
    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
    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 name2010-12-31LOVE,SCHERLE & BAUER P.C.
    Accountancy firm EIN2010-12-31251777567

    Form 5500 Responses

    2010
    2010-01-01Type of plan entitySingle employer plan
    2010-01-01Plan funding arrangement – InsuranceYes
    2010-01-01Plan funding arrangement – TrustYes
    2010-01-01Plan benefit arrangement – InsuranceYes
    2010-01-01Plan benefit arrangement - TrustYes
    2009
    2009-01-01Type of plan entitySingle employer plan
    2009-01-01Submission has been amendedYes
    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 number366803
    Policy instance 1
    Insurance contract or identification number366803
    Number of Individuals Covered0
    Insurance policy start date2010-01-01
    Insurance policy end date2010-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type 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 number366804
    Policy instance 2
    Insurance contract or identification number366804
    Number of Individuals Covered0
    Insurance policy start date2010-01-01
    Insurance policy end date2010-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

    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