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DISCOVERY SCHOOLS 401(K) PLAN 401k Plan overview

Plan NameDISCOVERY SCHOOLS 401(K) PLAN
Plan identification number 001

DISCOVERY SCHOOLS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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 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.
  • 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

DISCOVERY HEALTH SCIENCES FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:DISCOVERY HEALTH SCIENCES FOUNDATION, INC.
Employer identification number (EIN):453761886
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DISCOVERY SCHOOLS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DONALD WHEAT2023-10-12
0012021-01-01PATRICIA GLASER2022-10-12
0012020-01-01PATRICIA GLASER2021-12-25 PATRICIA GLASER2021-12-25
0012019-01-01PATRICIA GLASER2020-10-12
0012018-01-01PATRICIA GLASER2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01PATRICK SUFFERN2016-07-29
0012014-01-01PATRICK SUFFERN2015-10-05
0012013-07-01PATRICK SUFFERN2014-09-09

Plan Statistics for DISCOVERY SCHOOLS 401(K) PLAN

401k plan membership statisitcs for DISCOVERY SCHOOLS 401(K) PLAN

Measure Date Value
2022: DISCOVERY SCHOOLS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01453
Total number of active participants reported on line 7a of the Form 55002022-01-01428
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0199
Total of all active and inactive participants2022-01-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01528
Number of participants with account balances2022-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DISCOVERY SCHOOLS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01315
Total number of active participants reported on line 7a of the Form 55002021-01-01336
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01403
Number of participants with account balances2021-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DISCOVERY SCHOOLS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01333
Total number of active participants reported on line 7a of the Form 55002020-01-01388
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01416
Number of participants with account balances2020-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DISCOVERY SCHOOLS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01295
Total number of active participants reported on line 7a of the Form 55002019-01-01356
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01364
Number of participants with account balances2019-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DISCOVERY SCHOOLS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01232
Total number of active participants reported on line 7a of the Form 55002018-01-01232
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01255
Number of participants with account balances2018-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DISCOVERY SCHOOLS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01179
Total number of active participants reported on line 7a of the Form 55002017-01-01220
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01237
Number of participants with account balances2017-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DISCOVERY SCHOOLS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01188
Total number of active participants reported on line 7a of the Form 55002016-01-01171
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01179
Number of participants with account balances2016-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on DISCOVERY SCHOOLS 401(K) PLAN

Measure Date Value
2022 : DISCOVERY SCHOOLS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$42
Total income from all sources (including contributions)2022-12-31$718,860
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$387,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$387,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,950,736
Value of total assets at end of year2022-12-31$6,983,784
Value of total assets at beginning of year2022-12-31$6,652,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$5,967
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,092,958
Participant contributions at end of year2022-12-31$70,883
Participant contributions at beginning of year2022-12-31$72,307
Participant contributions at end of year2022-12-31$42,684
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$182,672
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$42
Other income not declared elsewhere2022-12-31$-1,237,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$330,998
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,983,784
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,652,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,839,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,559,251
Interest on participant loans2022-12-31$5,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$21,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$675,106
Employer contributions (assets) at end of year2022-12-31$28,408
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$387,862
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EISNERAMPER
Accountancy firm EIN2022-12-31871363769
2021 : DISCOVERY SCHOOLS 401(K) 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$42
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,222,162
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$146,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$145,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,533,924
Value of total assets at end of year2021-12-31$6,652,829
Value of total assets at beginning of year2021-12-31$4,577,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,480
Total interest from all sources2021-12-31$2,063
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,402
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$824,222
Participant contributions at end of year2021-12-31$72,307
Participant contributions at beginning of year2021-12-31$32,326
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$172,767
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$42
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) 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$2,075,387
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,652,787
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,577,400
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$6,559,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,545,074
Interest on participant loans2021-12-31$2,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$21,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$678,773
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$536,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$145,295
Contract administrator fees2021-12-31$1,480
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 name2021-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2021-12-31721202445
2020 : DISCOVERY SCHOOLS 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,594,029
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$78,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$78,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$947,069
Value of total assets at end of year2020-12-31$4,577,400
Value of total assets at beginning of year2020-12-31$3,061,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$350
Total interest from all sources2020-12-31$873
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$119,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$119,769
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$571,741
Participant contributions at end of year2020-12-31$32,326
Participant contributions at beginning of year2020-12-31$12,683
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,466
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$1,515,608
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,577,400
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,061,792
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$4,545,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,049,109
Interest on participant loans2020-12-31$873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$526,318
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$366,862
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$78,071
Contract administrator fees2020-12-31$350
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2020-12-31721202445
2019 : DISCOVERY SCHOOLS 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,164,774
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$129,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$123,980
Expenses. Certain deemed distributions of participant loans2019-12-31$4,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$684,846
Value of total assets at end of year2019-12-31$3,061,792
Value of total assets at beginning of year2019-12-31$2,026,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,045
Total interest from all sources2019-12-31$105,053
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$416,584
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$12,683
Assets. Loans (other than to participants) at beginning of year2019-12-31$8,799
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$1,035,707
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,061,792
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,026,085
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$3,049,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,017,286
Interest on participant loans2019-12-31$769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$104,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$374,875
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$268,262
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$123,980
Contract administrator fees2019-12-31$1,045
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31POSTLETHWAITE & NETTERVILLE
Accountancy firm EIN2019-12-31721202445
2018 : DISCOVERY SCHOOLS 401(K) 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$0
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$433,083
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$53,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$53,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$567,350
Value of total assets at end of year2018-12-31$2,026,085
Value of total assets at beginning of year2018-12-31$1,646,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$350
Total interest from all sources2018-12-31$458
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$336,668
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$8,799
Assets. Loans (other than to participants) at beginning of year2018-12-31$13,307
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$379,387
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,026,085
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,646,698
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$2,017,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,633,097
Interest on participant loans2018-12-31$458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-134,725
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$230,682
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$53,346
Contract administrator fees2018-12-31$350
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LAPORTE CPAS AND BUSINESS ADVISORS
Accountancy firm EIN2018-12-31721088864
2017 : DISCOVERY SCHOOLS 401(K) 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$728,035
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$118,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$117,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$503,122
Value of total assets at end of year2017-12-31$1,646,698
Value of total assets at beginning of year2017-12-31$1,036,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$600
Total interest from all sources2017-12-31$312
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$31,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$31,759
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$272,284
Participant contributions at end of year2017-12-31$13,307
Participant contributions at beginning of year2017-12-31$2,429
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$10,107
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$52,606
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$609,947
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,646,698
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,036,751
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$1,633,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,012,277
Interest on participant loans2017-12-31$312
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$192,842
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$178,232
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$6,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$117,488
Contract administrator fees2017-12-31$600
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LAPORTE CPAS AND BUSINESS ADVISORS
Accountancy firm EIN2017-12-31721088864
2016 : DISCOVERY SCHOOLS 401(K) 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$475,359
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$86,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$85,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$415,210
Value of total assets at end of year2016-12-31$1,036,750
Value of total assets at beginning of year2016-12-31$647,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$395
Total interest from all sources2016-12-31$114
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$27,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$27,219
Was this plan covered by a fidelity bond2016-12-31No
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$246,032
Participant contributions at end of year2016-12-31$2,429
Participant contributions at beginning of year2016-12-31$4,101
Participant contributions at end of year2016-12-31$10,107
Participant contributions at beginning of year2016-12-31$10,624
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$19,860
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$388,999
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,036,750
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$647,751
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$1,012,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$623,078
Income. Interest from loans (other than to participants)2016-12-31$114
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,266
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$32,816
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$149,318
Employer contributions (assets) at end of year2016-12-31$6,672
Employer contributions (assets) at beginning of year2016-12-31$6,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$85,965
Contract administrator fees2016-12-31$395
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2016-12-31721396621

Form 5500 Responses for DISCOVERY SCHOOLS 401(K) PLAN

2022: DISCOVERY SCHOOLS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DISCOVERY SCHOOLS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DISCOVERY SCHOOLS 401(K) 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: DISCOVERY SCHOOLS 401(K) 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: DISCOVERY SCHOOLS 401(K) 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: DISCOVERY SCHOOLS 401(K) 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: DISCOVERY SCHOOLS 401(K) 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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number638-81919
Policy instance 1
Insurance contract or identification number638-81919
Number of Individuals Covered451
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $103
Total amount of fees paid to insurance companyUSD $0
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?Yes
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 $103
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number638-81919
Policy instance 1
Insurance contract or identification number638-81919
Number of Individuals Covered367
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $20
Total amount of fees paid to insurance companyUSD $0
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?Yes
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 $20
Insurance broker organization code?3

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