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CWC SCHOOLS 403(B) PLAN 401k Plan overview

Plan NameCWC SCHOOLS 403(B) PLAN
Plan identification number 001

CWC SCHOOLS 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

CITIZENS OF THE WORLD CHARTER SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:CITIZENS OF THE WORLD CHARTER SCHOOL
Employer identification number (EIN):452823612
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CWC SCHOOLS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LAURA FURLONG2024-09-12
0012022-01-01LAURA FURLONG2023-09-27 LAURA FURLONG2023-09-27
0012021-01-01LAURA FURLONG2023-05-05 LAURA FURLONG2023-05-05
0012020-01-01RICHARD VAZQUEZ2021-10-15 RICHARD VAZQUEZ2021-10-15
0012019-01-01RICHARD VAZQUEZ2020-09-06 RICHARD VAZQUEZ2020-09-06
0012018-01-01RICHARD VAZQUEZ2019-08-12 RICHARD VAZQUEZ2019-08-12
0012017-01-01RICHARD VAZQUEZ2018-07-09 RICHARD VAZQUEZ2018-07-09
0012016-01-01RICHARD VAZQUEZ2017-09-13 RICHARD VAZQUEZ2017-09-13
0012015-01-01CHRISTIAN CUTTER2016-05-31
0012014-01-01CHRISTIAN CUTTER2015-08-11
0012014-01-01CHRISTIAN CUTTER2015-08-10
0012013-01-01KRISTE DRAGON2014-10-09 KRISTE DRAGON2014-10-09
0012012-01-01CARRIE WAGNER2013-06-27 CARRIE WAGNER2013-06-27

Financial Data on CWC SCHOOLS 403(B) PLAN

Measure Date Value
2025 : CWC SCHOOLS 403(B) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-240
Total expenses incurred by plan in this plan year2025-09-2430
Net assets as of the end of the plan year2025-09-24655741
Total assets as of the beginning of the plan year2025-09-24518456
Value of plan covered by a fidelity bond2025-09-24500000
Participant contributions to plan in this plan year2025-09-2448985
Other income to plan in this plan year2025-09-2488330
Plan net income in this plan year2025-09-24137285
Net assets as of the end of the plan year2025-09-24655741
Net assets as of the beginning of the plan year2025-09-24518456
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2430
2024 : CWC SCHOOLS 403(B) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-120
Total liabilities as of the beginning of the plan year2024-09-120
Total expenses incurred by plan in this plan year2024-09-1279245
Net assets as of the end of the plan year2024-09-12518456
Total assets as of the beginning of the plan year2024-09-12465116
Value of plan covered by a fidelity bond2024-09-12500000
Participant contributions to plan in this plan year2024-09-1264245
Other expenses paid from plan in this plan year2024-09-120
Other contributions to plan in this plan year2024-09-120
Other income to plan in this plan year2024-09-1268340
Plan net income in this plan year2024-09-1253340
Net assets as of the end of the plan year2024-09-12518456
Net assets as of the beginning of the plan year2024-09-12465116
Employer contributions to plan in this plan year2024-09-120
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1260

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