401k Plan data: BARTRAM ACADEMY, INC. RETIREMENT PLAN plan

BARTRAM ACADEMY, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	BARTRAM ACADEMY, INC. RETIREMENT PLAN
Plan identification number	001

BARTRAM ACADEMY, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: BARTRAM ACADEMY, INC.

Employer identification number (EIN): 454247570

NAIC Classification: 624410
NAIC Description: Child Day Care Services

Additional information about BARTRAM ACADEMY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2012-01-10

Company Identification Number: P12000003101

Legal Registered Office Address: 164 Everest Lane

St. Johns

32259

More information about BARTRAM ACADEMY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARTRAM ACADEMY, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 KELLY GIDDENS
001 2015-01-01 ROGER GIDDENS
001 2014-01-01 KELLY GIDDENS
001 2013-01-01 KELLY GIDDENS
001 2012-01-11 KELLY GIDDENS

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	KELLY GIDDENS
001	2015-01-01	ROGER GIDDENS
001	2014-01-01	KELLY GIDDENS
001	2013-01-01	KELLY GIDDENS
001	2012-01-11	KELLY GIDDENS

Plan Statistics for BARTRAM ACADEMY, INC. RETIREMENT PLAN

401k plan membership statisitcs for BARTRAM ACADEMY, INC. RETIREMENT PLAN

Measure Date Value
2016: BARTRAM ACADEMY, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BARTRAM ACADEMY, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BARTRAM ACADEMY, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BARTRAM ACADEMY, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BARTRAM ACADEMY, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-11 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-11 2
Number of retired or separated participants receiving benefits 2012-01-11 0
Number of other retired or separated participants entitled to future benefits 2012-01-11 0
Total of all active and inactive participants 2012-01-11 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-11 0
Total participants 2012-01-11 2
Number of participants with account balances 2012-01-11 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-11 0

Measure	Date	Value
2016: BARTRAM ACADEMY, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BARTRAM ACADEMY, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BARTRAM ACADEMY, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BARTRAM ACADEMY, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BARTRAM ACADEMY, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-11	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-11	2
Number of retired or separated participants receiving benefits	2012-01-11	0
Number of other retired or separated participants entitled to future benefits	2012-01-11	0
Total of all active and inactive participants	2012-01-11	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-11	0
Total participants	2012-01-11	2
Number of participants with account balances	2012-01-11	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-11	0

Financial Data on BARTRAM ACADEMY, INC. RETIREMENT PLAN

Measure	Date	Value
2016 : BARTRAM ACADEMY, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-03-31	$0
Expenses. Total of all expenses incurred	2016-03-31	$75,000
Benefits paid (including direct rollovers)	2016-03-31	$74,970
Total plan assets at end of year	2016-03-31	$0
Total plan assets at beginning of year	2016-03-31	$75,000
Value of fidelity bond covering the plan	2016-03-31	$10,000
Total contributions received or receivable from participants	2016-03-31	$0
Contributions received from other sources (not participants or employers)	2016-03-31	$0
Other income received	2016-03-31	$0
Net income (gross income less expenses)	2016-03-31	$-75,000
Net plan assets at end of year (total assets less liabilities)	2016-03-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-03-31	$75,000
Assets. Value of employer securities	2016-03-31	$0
Total contributions received or receivable from employer(s)	2016-03-31	$0
Value of certain deemed distributions of participant loans	2016-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-03-31	$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-03-31	$0
2015 : BARTRAM ACADEMY, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-25,983
Expenses. Total of all expenses incurred	2015-12-31	$40
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$75,000
Total plan assets at beginning of year	2015-12-31	$101,023
Value of fidelity bond covering the plan	2015-12-31	$10,000
Total contributions received or receivable from participants	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$88,031
Other income received	2015-12-31	$-114,014
Net income (gross income less expenses)	2015-12-31	$-26,023
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$75,000
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$101,023
Assets. Value of employer securities	2015-12-31	$75,000
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$40
2014 : BARTRAM ACADEMY, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$100,000
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$101,023
Total plan assets at beginning of year	2014-12-31	$1,023
Value of fidelity bond covering the plan	2014-12-31	$10,000
Total contributions received or receivable from participants	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$100,000
Net income (gross income less expenses)	2014-12-31	$100,000
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$101,023
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,023
Assets. Value of employer securities	2014-12-31	$100,000
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : BARTRAM ACADEMY, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-25,000
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,023
Total plan assets at beginning of year	2013-12-31	$26,023
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-25,000
Net income (gross income less expenses)	2013-12-31	$-25,000
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,023
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$26,023
Assets. Value of employer securities	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : BARTRAM ACADEMY, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$26,048
Expenses. Total of all expenses incurred	2012-12-31	$25
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$26,023
Value of fidelity bond covering the plan	2012-12-31	$10,000
Total contributions received or receivable from participants	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$102,669
Other income received	2012-12-31	$-76,621
Net income (gross income less expenses)	2012-12-31	$26,023
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$26,023
Assets. Value of employer securities	2012-12-31	$25,000
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$25

Form 5500 Responses for BARTRAM ACADEMY, INC. RETIREMENT PLAN

2016: BARTRAM ACADEMY, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BARTRAM ACADEMY, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BARTRAM ACADEMY, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BARTRAM ACADEMY, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BARTRAM ACADEMY, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-11	Type of plan entity	Single employer plan
2012-01-11	First time form 5500 has been submitted	Yes
2012-01-11	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-01-11	Plan funding arrangement – Trust	Yes
2012-01-11	Plan benefit arrangement - Trust	Yes

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Company Name:	BARTRAM ACADEMY, INC.
Employer identification number (EIN):	454247570
NAIC Classification:	624410
NAIC Description:	Child Day Care Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2012-01-10
Company Identification Number:	P12000003101
Legal Registered Office Address:	164 Everest Lane St. Johns 32259