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TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN 401k Plan overview

Plan NameTEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN
Plan identification number 001

TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 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

EMBER CHARTER SCHOOL FOR MINDFUL EDUCATION,INNOVATION & TRANSFORMATION has sponsored the creation of one or more 401k plans.

Company Name:EMBER CHARTER SCHOOL FOR MINDFUL EDUCATION,INNOVATION & TRANSFORMATION
Employer identification number (EIN):272882334
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01RAFIQ KALAM ID-DIN2024-04-03
0012021-07-01NILDA ARIAS2023-04-14
0012020-07-01RAFIQ KALAM ID-DIN2022-03-30
0012019-07-01NILDA ARIAS2021-04-12
0012018-07-01NILDA ARIAS2020-04-15
0012018-07-01NILDA ARIAS2020-04-15
0012017-07-01
0012017-07-01
0012016-07-01NILDA ARIAS2017-09-28
0012016-07-01
0012015-07-01NILDA ARIAS2017-01-09
0012014-07-01NILDA ARIAS2015-10-05
0012013-07-01NILDA ARIAS2015-01-23
0012012-07-01RAFIQ R. KALAM ID-DIN2014-04-11

Plan Statistics for TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN

401k plan membership statisitcs for TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN

Measure Date Value
2022: TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01115
Total number of active participants reported on line 7a of the Form 55002022-07-0189
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0142
Total of all active and inactive participants2022-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01131
Number of participants with account balances2022-07-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-015
2021: TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01131
Total number of active participants reported on line 7a of the Form 55002021-07-0167
Number of retired or separated participants receiving benefits2021-07-018
Number of other retired or separated participants entitled to future benefits2021-07-0126
Total of all active and inactive participants2021-07-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01101
Number of participants with account balances2021-07-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-014
2020: TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01150
Total number of active participants reported on line 7a of the Form 55002020-07-0167
Number of retired or separated participants receiving benefits2020-07-0113
Number of other retired or separated participants entitled to future benefits2020-07-0147
Total of all active and inactive participants2020-07-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01127
Number of participants with account balances2020-07-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0114
2019: TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01155
Total number of active participants reported on line 7a of the Form 55002019-07-01102
Number of retired or separated participants receiving benefits2019-07-0111
Number of other retired or separated participants entitled to future benefits2019-07-0124
Total of all active and inactive participants2019-07-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01137
Number of participants with account balances2019-07-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01130
Total number of active participants reported on line 7a of the Form 55002018-07-01103
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0135
Total of all active and inactive participants2018-07-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01138
Number of participants with account balances2018-07-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010

Financial Data on TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN

Measure Date Value
2022 : TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-27,468
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$327,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$307,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$315,210
Value of total assets at end of year2022-06-30$1,806,799
Value of total assets at beginning of year2022-06-30$2,161,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$19,808
Total interest from all sources2022-06-30$4,841
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$216,200
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$197,973
Participant contributions at end of year2022-06-30$119,866
Participant contributions at beginning of year2022-06-30$93,182
Participant contributions at end of year2022-06-30$6,358
Participant contributions at beginning of year2022-06-30$6,370
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$125
Other income not declared elsewhere2022-06-30$-34
Total non interest bearing cash at end of year2022-06-30$0
Total non interest bearing cash at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-354,898
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,806,799
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,161,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in pooled separate accounts at end of year2022-06-30$1,562,317
Value of interest in pooled separate accounts at beginning of year2022-06-30$1,957,402
Interest on participant loans2022-06-30$4,841
Value of interest in common/collective trusts at end of year2022-06-30$1,021
Value of interest in common/collective trusts at beginning of year2022-06-30$609
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-347,492
Net investment gain or loss from common/collective trusts2022-06-30$7
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$117,237
Employer contributions (assets) at end of year2022-06-30$117,237
Employer contributions (assets) at beginning of year2022-06-30$104,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$307,497
Contract administrator fees2022-06-30$19,808
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30NCHENG LLP
Accountancy firm EIN2022-06-30810926770
2021 : TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Expenses. Interest paid2021-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-06-30$0
Total income from all sources (including contributions)2021-06-30$781,571
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$312,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$296,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$276,490
Value of total assets at end of year2021-06-30$2,161,697
Value of total assets at beginning of year2021-06-30$1,693,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$16,711
Total interest from all sources2021-06-30$3,189
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$169,400
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$172,356
Participant contributions at end of year2021-06-30$93,182
Participant contributions at beginning of year2021-06-30$24,706
Participant contributions at end of year2021-06-30$6,370
Participant contributions at beginning of year2021-06-30$9,529
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$1,851
Other income not declared elsewhere2021-06-30$4,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$468,632
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,161,697
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,693,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$1,957,402
Value of interest in pooled separate accounts at beginning of year2021-06-30$1,439,315
Interest on participant loans2021-06-30$3,189
Value of interest in common/collective trusts at end of year2021-06-30$609
Value of interest in common/collective trusts at beginning of year2021-06-30$466
Net investment gain/loss from pooled separate accounts2021-06-30$497,372
Net investment gain or loss from common/collective trusts2021-06-30$5
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$104,134
Employer contributions (assets) at end of year2021-06-30$104,134
Employer contributions (assets) at beginning of year2021-06-30$219,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$294,377
Contract administrator fees2021-06-30$16,711
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30NCHENG LLP
Accountancy firm EIN2021-06-30810926770
2020 : TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$354,758
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$128,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$114,504
Value of total corrective distributions2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$326,265
Value of total assets at end of year2020-06-30$1,693,065
Value of total assets at beginning of year2020-06-30$1,466,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$14,027
Total interest from all sources2020-06-30$949
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$200,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$214,443
Participant contributions at end of year2020-06-30$24,706
Participant contributions at beginning of year2020-06-30$27,849
Participant contributions at end of year2020-06-30$9,529
Participant contributions at beginning of year2020-06-30$7,231
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$0
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$226,227
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,693,065
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,466,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$0
Value of interest in pooled separate accounts at end of year2020-06-30$1,439,315
Value of interest in pooled separate accounts at beginning of year2020-06-30$1,198,069
Interest on participant loans2020-06-30$949
Income. Interest from loans (other than to participants)2020-06-30$0
Interest earned on other investments2020-06-30$0
Income. Interest from US Government securities2020-06-30$0
Income. Interest from corporate debt instruments2020-06-30$0
Value of interest in common/collective trusts at end of year2020-06-30$466
Value of interest in common/collective trusts at beginning of year2020-06-30$303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$27,548
Net investment gain or loss from common/collective trusts2020-06-30$-4
Net gain/loss from 103.12 investment entities2020-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$111,822
Employer contributions (assets) at end of year2020-06-30$219,049
Employer contributions (assets) at beginning of year2020-06-30$233,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$114,504
Contract administrator fees2020-06-30$14,027
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30NCHENG LLP
Accountancy firm EIN2020-06-30810926770
2019 : TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$325,616
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$51,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$38,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$271,722
Value of total assets at end of year2019-06-30$1,466,834
Value of total assets at beginning of year2019-06-30$1,192,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$13,355
Total interest from all sources2019-06-30$803
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$200,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$164,676
Participant contributions at end of year2019-06-30$27,849
Participant contributions at beginning of year2019-06-30$7,136
Participant contributions at end of year2019-06-30$7,231
Participant contributions at beginning of year2019-06-30$6,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$274,053
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,466,834
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,192,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$13,355
Value of interest in pooled separate accounts at end of year2019-06-30$1,198,069
Value of interest in pooled separate accounts at beginning of year2019-06-30$938,345
Interest on participant loans2019-06-30$803
Value of interest in common/collective trusts at end of year2019-06-30$299
Value of interest in common/collective trusts at beginning of year2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$53,086
Net investment gain or loss from common/collective trusts2019-06-30$5
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$107,046
Employer contributions (assets) at end of year2019-06-30$233,386
Employer contributions (assets) at beginning of year2019-06-30$241,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$38,208
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30NCHENG LLP
Accountancy firm EIN2019-06-30810926770

Form 5500 Responses for TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN

2022: TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: TEACHING FIRMS OF AMERICA PROFESSIONAL PREPARATORY CHARTER SCHOOL 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458652
Policy instance 1
Insurance contract or identification number458652
Number of Individuals Covered84
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $14,716
Total amount of fees paid to insurance companyUSD $982
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,716
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBASE COMMISSION
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458652
Policy instance 1
Insurance contract or identification number458652
Number of Individuals Covered109
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $12,056
Total amount of fees paid to insurance companyUSD $1,100
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,056
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBASE COMMISSION
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458652
Policy instance 1
Insurance contract or identification number458652
Number of Individuals Covered111
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $9,582
Total amount of fees paid to insurance companyUSD $888
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,582
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBASE COMMISSION
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458652
Policy instance 1
Insurance contract or identification number458652
Number of Individuals Covered115
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $7,780
Total amount of fees paid to insurance companyUSD $702
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,780
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBASE COMMISSION
Insurance broker organization code?3

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