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FOREST RIDGE ACADEMY TSA SUPPLEMENTAL PLAN 401k Plan overview

Plan NameFOREST RIDGE ACADEMY TSA SUPPLEMENTAL PLAN
Plan identification number 002

FOREST RIDGE ACADEMY TSA SUPPLEMENTAL PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

FOREST RIDGE ACADEMY, INC. has sponsored the creation of one or more 401k plans.

Company Name:FOREST RIDGE ACADEMY, INC.
Employer identification number (EIN):311038248
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOREST RIDGE ACADEMY TSA SUPPLEMENTAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-01-01MAGGIE GARCIA2016-03-23
0022014-01-01MAGGIE GARCIA2015-06-29
0022013-01-01MAGGIE GARCIA2014-07-07
0022012-01-01MAGGIE GARCIA MAGGIE GARCIA2013-07-03
0022011-01-01MAGGIE GARCIA MAGGIE GARCIA2012-06-28
0022010-01-01MAGGIE GARCIA MAGGIE GARCIA2011-07-27
0022009-01-01MAGGIE GARCIA MAGGIE GARCIA2010-07-09
0022008-01-01

Financial Data on FOREST RIDGE ACADEMY TSA SUPPLEMENTAL PLAN

Measure Date Value
2012 : FOREST RIDGE ACADEMY TSA SUPPLEMENTAL PLAN 2012 401k financial data
Total income from all sources2012-12-31$179,895
Expenses. Total of all expenses incurred2012-12-31$11,939
Benefits paid (including direct rollovers)2012-12-31$11,939
Total plan assets at end of year2012-12-31$1,222,532
Total plan assets at beginning of year2012-12-31$1,054,576
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$61,089
Contributions received from other sources (not participants or employers)2012-12-31$5,861
Other income received2012-12-31$112,945
Net income (gross income less expenses)2012-12-31$167,956
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,222,532
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,054,576
2011 : FOREST RIDGE ACADEMY TSA SUPPLEMENTAL PLAN 2011 401k financial data
Total income from all sources2011-12-31$69,460
Expenses. Total of all expenses incurred2011-12-31$7,812
Benefits paid (including direct rollovers)2011-12-31$7,812
Total plan assets at end of year2011-12-31$1,054,576
Total plan assets at beginning of year2011-12-31$992,928
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$65,510
Other income received2011-12-31$3,950
Net income (gross income less expenses)2011-12-31$61,648
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,054,576
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$992,928
2010 : FOREST RIDGE ACADEMY TSA SUPPLEMENTAL PLAN 2010 401k financial data
Total income from all sources2010-12-31$156,016
Expenses. Total of all expenses incurred2010-12-31$7,317
Benefits paid (including direct rollovers)2010-12-31$7,317
Total plan assets at end of year2010-12-31$992,928
Total plan assets at beginning of year2010-12-31$844,229
Value of fidelity bond covering the plan2010-12-31$90,000
Total contributions received or receivable from participants2010-12-31$71,915
Other income received2010-12-31$84,101
Net income (gross income less expenses)2010-12-31$148,699
Net plan assets at end of year (total assets less liabilities)2010-12-31$992,928
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$844,229

Form 5500 Responses for FOREST RIDGE ACADEMY TSA SUPPLEMENTAL PLAN

2012: FOREST RIDGE ACADEMY TSA SUPPLEMENTAL PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FOREST RIDGE ACADEMY TSA SUPPLEMENTAL PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FOREST RIDGE ACADEMY TSA SUPPLEMENTAL PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FOREST RIDGE ACADEMY TSA SUPPLEMENTAL PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: FOREST RIDGE ACADEMY TSA SUPPLEMENTAL PLAN 2008 form 5500 responses
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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