WHITFIELD SCHOOL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WHITFIELD SCHOOL SUPPLEMENTAL PLAN
| Measure | Date | Value |
|---|
| 2009: WHITFIELD SCHOOL SUPPLEMENTAL PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 122 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 26 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 24 |
| Total of all active and inactive participants | 2009-07-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 50 |
| Number of participants with account balances | 2009-07-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2011 : WHITFIELD SCHOOL SUPPLEMENTAL PLAN 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-06-30 | $166,577 |
| Total of all expenses incurred | 2011-06-30 | $34,317 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $34,317 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $43,289 |
| Value of total assets at end of year | 2011-06-30 | $825,745 |
| Value of total assets at beginning of year | 2011-06-30 | $693,485 |
| Total interest from all sources | 2011-06-30 | $10,451 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Was this plan covered by a fidelity bond | 2011-06-30 | No |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Contributions received from participants | 2011-06-30 | $43,289 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $132,260 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $825,745 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $693,485 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $461,218 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $423,519 |
| Value of interest in pooled separate accounts at end of year | 2011-06-30 | $14,644 |
| Value of interest in pooled separate accounts at beginning of year | 2011-06-30 | $11,741 |
| Interest earned on other investments | 2011-06-30 | $10,451 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-06-30 | $349,883 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $258,225 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $110,539 |
| Net investment gain/loss from pooled separate accounts | 2011-06-30 | $2,298 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $34,317 |
| Did the plan have assets held for investment | 2011-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
| Accountancy firm name | 2011-06-30 | VOELLINGER, SIMPSON, DOLAN & ASSOC. |
| Accountancy firm EIN | 2011-06-30 | 371309334 |
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