?>
Logo

BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameBRADFORD SCHOOLS 401K PROFIT SHARING PLAN
Plan identification number 001

BRADFORD SCHOOLS 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BRADFORD SCHOOLS, INC. SEVERANCE PLAN has sponsored the creation of one or more 401k plans.

Company Name:BRADFORD SCHOOLS, INC. SEVERANCE PLAN
Employer identification number (EIN):251482719
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRADFORD SCHOOLS 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARTIN CALIHAN
0012016-01-01MARTIN CALIHAN
0012015-01-01MARTIN CALIHAN
0012014-01-01MARTIN CALIHAN
0012013-01-01MARTIN CALIHAN
0012012-01-01MARTIN CALIHAN
0012011-01-01MARTIN CALIHAN
0012009-01-01MARTIN CALIHAN

Plan Statistics for BRADFORD SCHOOLS 401K PROFIT SHARING PLAN

401k plan membership statisitcs for BRADFORD SCHOOLS 401K PROFIT SHARING PLAN

Measure Date Value
2021: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01217
Total number of active participants reported on line 7a of the Form 55002021-01-01115
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0155
Total of all active and inactive participants2021-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01175
Number of participants with account balances2021-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01327
Total number of active participants reported on line 7a of the Form 55002020-01-01142
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01218
Number of participants with account balances2020-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01430
Total number of active participants reported on line 7a of the Form 55002019-01-01173
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01139
Total of all active and inactive participants2019-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01319
Number of participants with account balances2019-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01504
Total number of active participants reported on line 7a of the Form 55002018-01-01282
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-01142
Total of all active and inactive participants2018-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01434
Number of participants with account balances2018-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01517
Total number of active participants reported on line 7a of the Form 55002017-01-01364
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01124
Total of all active and inactive participants2017-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01493
Number of participants with account balances2017-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01520
Total number of active participants reported on line 7a of the Form 55002016-01-01394
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0196
Total of all active and inactive participants2016-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01495
Number of participants with account balances2016-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01529
Total number of active participants reported on line 7a of the Form 55002015-01-01405
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01107
Total of all active and inactive participants2015-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01516
Number of participants with account balances2015-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01541
Total number of active participants reported on line 7a of the Form 55002014-01-01420
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0193
Total of all active and inactive participants2014-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01517
Number of participants with account balances2014-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01548
Total number of active participants reported on line 7a of the Form 55002013-01-01437
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0186
Total of all active and inactive participants2013-01-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01528
Number of participants with account balances2013-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01549
Total number of active participants reported on line 7a of the Form 55002012-01-01447
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-0195
Total of all active and inactive participants2012-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01548
Number of participants with account balances2012-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01506
Total number of active participants reported on line 7a of the Form 55002011-01-01462
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0183
Total of all active and inactive participants2011-01-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01549
Number of participants with account balances2011-01-01468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2009: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01404
Total number of active participants reported on line 7a of the Form 55002009-01-01391
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01440
Number of participants with account balances2009-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on BRADFORD SCHOOLS 401K PROFIT SHARING PLAN

Measure Date Value
2021 : BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$195
Total income from all sources (including contributions)2021-12-31$2,916,733
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,438,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,423,122
Value of total corrective distributions2021-12-31$14,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$680,232
Value of total assets at end of year2021-12-31$15,228,339
Value of total assets at beginning of year2021-12-31$16,749,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$38
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$449,797
Participant contributions at end of year2021-12-31$38,587
Participant contributions at beginning of year2021-12-31$51,529
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,009
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$947
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,521,292
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,228,144
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,749,436
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$14,764,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,085,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$194,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$197,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$197,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$38
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,236,463
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$229,426
Employer contributions (assets) at end of year2021-12-31$229,426
Employer contributions (assets) at beginning of year2021-12-31$415,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,423,122
Liabilities. Value of benefit claims payable at end of year2021-12-31$195
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$195
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCCANNON, ROGERS, DIRSCOLL & ASSOC.
Accountancy firm EIN2021-12-31561056216
2020 : BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$195
Total income from all sources (including contributions)2020-12-31$1,615,240
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,737,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,737,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,005,488
Value of total assets at end of year2020-12-31$16,749,631
Value of total assets at beginning of year2020-12-31$23,871,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$25
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$572,669
Participant contributions at end of year2020-12-31$51,529
Participant contributions at beginning of year2020-12-31$59,449
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,773
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$20,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-7,122,202
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,749,436
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,871,638
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$16,085,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,325,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$197,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$123,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$123,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$609,727
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$415,046
Employer contributions (assets) at end of year2020-12-31$415,046
Employer contributions (assets) at beginning of year2020-12-31$343,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,737,442
Liabilities. Value of benefit claims payable at end of year2020-12-31$195
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$195
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MCCANNON, ROGERS, DIRSCOLL & ASSOC.
Accountancy firm EIN2020-12-31561056216
2019 : BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$195
Total income from all sources (including contributions)2019-12-31$5,648,154
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,353,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,353,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,037,350
Value of total assets at end of year2019-12-31$23,871,833
Value of total assets at beginning of year2019-12-31$30,577,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$61
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$485,420
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$485,420
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$694,235
Participant contributions at end of year2019-12-31$59,449
Participant contributions at beginning of year2019-12-31$69,838
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$20,280
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-6,705,199
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,871,638
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,576,837
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 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$23,325,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,616,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$123,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$411,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$411,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$61
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,125,323
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$343,115
Employer contributions (assets) at end of year2019-12-31$343,115
Employer contributions (assets) at beginning of year2019-12-31$472,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,353,353
Liabilities. Value of benefit claims payable at end of year2019-12-31$195
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$195
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
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MCCANNON, ROGERS, DIRSCOLL & ASSOC.
Accountancy firm EIN2019-12-31561056216
2018 : BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$150,301
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,065,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,029,295
Value of total corrective distributions2018-12-31$36,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,505,272
Value of total assets at end of year2018-12-31$30,577,032
Value of total assets at beginning of year2018-12-31$37,492,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$43
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$742,537
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$742,537
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,025,023
Participant contributions at end of year2018-12-31$69,838
Participant contributions at beginning of year2018-12-31$101,769
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,588
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$7,016
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-2,097,551
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$-6,915,504
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,576,837
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,492,341
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$29,616,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,519,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$411,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$251,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$251,603
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$43
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$472,661
Employer contributions (assets) at end of year2018-12-31$472,661
Employer contributions (assets) at beginning of year2018-12-31$619,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,029,295
Liabilities. Value of benefit claims payable at end of year2018-12-31$195
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MCCANNON, ROGERS, DIRSCOLL & ASSOC.
Accountancy firm EIN2018-12-31561056216
2017 : BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,749,725
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,446,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,416,614
Value of total corrective distributions2017-12-31$29,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,881,350
Value of total assets at end of year2017-12-31$37,492,341
Value of total assets at beginning of year2017-12-31$34,188,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$28
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,262,198
Participant contributions at end of year2017-12-31$101,769
Participant contributions at beginning of year2017-12-31$116,121
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$3,303,656
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,492,341
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$34,188,685
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$36,519,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$33,107,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$251,603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$293,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$293,625
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,868,347
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$619,152
Employer contributions (assets) at end of year2017-12-31$619,152
Employer contributions (assets) at beginning of year2017-12-31$671,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,416,614
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MCCANNON, ROGERS, DIRSCOLL & ASSOC.
Accountancy firm EIN2017-12-31561056216
2016 : BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,952,143
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,247,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,228,197
Value of total corrective distributions2016-12-31$19,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,014,058
Value of total assets at end of year2016-12-31$34,188,685
Value of total assets at beginning of year2016-12-31$31,484,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$70
Total interest from all sources2016-12-31$18
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$70
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,334,091
Participant contributions at end of year2016-12-31$116,121
Participant contributions at beginning of year2016-12-31$112,728
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,498
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$2,704,188
Value of net assets at end of year (total assets less liabilities)2016-12-31$34,188,685
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,484,497
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$33,107,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$30,544,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$293,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$142,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$142,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,938,067
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$671,469
Employer contributions (assets) at end of year2016-12-31$671,469
Employer contributions (assets) at beginning of year2016-12-31$684,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,228,197
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MCCANNON, ROGERS, DIRSCOLL & ASSOC.
Accountancy firm EIN2016-12-31561056216
2015 : BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$549
Total income from all sources (including contributions)2015-12-31$1,799,602
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,264,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,254,500
Value of total corrective distributions2015-12-31$10,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,045,586
Value of total assets at end of year2015-12-31$31,484,497
Value of total assets at beginning of year2015-12-31$32,950,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$25
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,358,443
Participant contributions at end of year2015-12-31$112,728
Participant contributions at beginning of year2015-12-31$113,632
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,304
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,465,137
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,484,497
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$32,949,634
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$30,544,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$31,540,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$142,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$223,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$223,678
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-246,009
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$684,839
Employer contributions (assets) at end of year2015-12-31$684,839
Employer contributions (assets) at beginning of year2015-12-31$1,066,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,254,500
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$549
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MCCANNON, ROGERS, DIRSCOLL & ASSOC.
Accountancy firm EIN2015-12-31561056216
2014 : BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$549
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,334,535
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,510,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,510,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,430,405
Value of total assets at end of year2014-12-31$32,950,183
Value of total assets at beginning of year2014-12-31$31,125,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$25
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$730,492
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$730,492
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,354,804
Participant contributions at end of year2014-12-31$113,632
Participant contributions at beginning of year2014-12-31$116,264
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,635
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,496
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,911
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$1,824,515
Value of net assets at end of year (total assets less liabilities)2014-12-31$32,949,634
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$31,125,119
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$31,540,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,661,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$223,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$242,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$242,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,173,613
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$1,066,966
Employer contributions (assets) at end of year2014-12-31$1,066,965
Employer contributions (assets) at beginning of year2014-12-31$1,102,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,510,020
Liabilities. Value of benefit claims payable at end of year2014-12-31$549
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MCCANNON, ROGERS, DIRSCOLL & ASSOC.
Accountancy firm EIN2014-12-31561056216
2013 : BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,895,254
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,821,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,788,577
Value of total corrective distributions2013-12-31$32,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,473,488
Value of total assets at end of year2013-12-31$31,125,119
Value of total assets at beginning of year2013-12-31$27,051,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$174
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$606,755
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$606,755
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,370,659
Participant contributions at end of year2013-12-31$116,264
Participant contributions at beginning of year2013-12-31$110,238
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,911
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$707
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$4,073,903
Value of net assets at end of year (total assets less liabilities)2013-12-31$31,125,119
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,051,216
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$29,661,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,714,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$242,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$115,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$115,368
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,814,837
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$1,102,829
Employer contributions (assets) at end of year2013-12-31$1,102,829
Employer contributions (assets) at beginning of year2013-12-31$1,110,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,788,577
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MCCANNON, ROGERS, DIRSCOLL & ASSOC.
Accountancy firm EIN2013-12-31561056216
2012 : BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,110,158
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,677,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,675,567
Value of total corrective distributions2012-12-31$1,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,474,259
Value of total assets at end of year2012-12-31$27,051,216
Value of total assets at beginning of year2012-12-31$23,618,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$2,533
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$625,935
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$625,935
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$1,357,972
Participant contributions at end of year2012-12-31$110,238
Participant contributions at beginning of year2012-12-31$231,608
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$707
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,432,689
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,051,216
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,618,527
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$25,714,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,034,621
Interest earned on other investments2012-12-31$2,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$115,368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$254,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$254,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$81
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,007,431
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,116,287
Employer contributions (assets) at end of year2012-12-31$1,110,296
Employer contributions (assets) at beginning of year2012-12-31$1,097,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,675,567
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MCCANNON, ROGERS, DIRSCOLL & ASSOC.
Accountancy firm EIN2012-12-31561056216
2011 : BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$34
Total income from all sources (including contributions)2011-12-31$2,578,552
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,294,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,294,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,479,137
Value of total assets at end of year2011-12-31$23,618,527
Value of total assets at beginning of year2011-12-31$22,334,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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$1,353,042
Participant contributions at end of year2011-12-31$231,608
Participant contributions at beginning of year2011-12-31$114,161
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$28,430
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$1,283,668
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,618,527
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,334,859
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$22,034,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,001,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$254,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$167,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$167,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$99,415
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,097,665
Employer contributions (assets) at end of year2011-12-31$1,097,665
Employer contributions (assets) at beginning of year2011-12-31$1,051,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,294,884
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$34
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MCCANNON, ROGERS, DIRSCOLL & ASSOC.
Accountancy firm EIN2011-12-31561056216
2010 : BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$34
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$34
Total income from all sources (including contributions)2010-12-31$4,851,544
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$710,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$710,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,661,714
Value of total assets at end of year2010-12-31$22,334,893
Value of total assets at beginning of year2010-12-31$18,193,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$140
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$1,335,154
Participant contributions at end of year2010-12-31$114,161
Participant contributions at beginning of year2010-12-31$104,963
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$274,742
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$4,141,409
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,334,859
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,193,450
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$21,001,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,141,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$167,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$19,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$19,018
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,189,690
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$1,051,818
Employer contributions (assets) at end of year2010-12-31$1,051,818
Employer contributions (assets) at beginning of year2010-12-31$928,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$710,135
Liabilities. Value of benefit claims payable at end of year2010-12-31$34
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$34
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MCCANNON, ROGERS, DIRSCOLL & ASSOC.
Accountancy firm EIN2010-12-31561056216
2009 : BRADFORD SCHOOLS 401K PROFIT SHARING 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 BRADFORD SCHOOLS 401K PROFIT SHARING PLAN

2021: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BRADFORD SCHOOLS 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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