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CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN
Plan identification number 002

CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

CALVERT SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:CALVERT SCHOOL
Employer identification number (EIN):520591510
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01DENISE DRYDEN FIORUCCI DENISE DRYDEN FIORUCCI2016-09-27
0022015-01-01DENISE DRYDEN FIORUCCI DENISE DRYDEN FIORUCCI2016-07-29
0022014-01-01DENISE DRYDEN FIORUCCI
0022013-01-01DENISE DRYDEN FIORUCCI JOSEPH P. MCGRAW2014-07-09
0022012-01-01DENISE DRYDEN FIORUCCI JOSEPH P. MCGRAW2013-08-03
0022011-01-01DENISE DRYDEN FIORUCCI
0022010-01-01DENISE D. FIORUCCI
0022009-01-01DENISE D. FIORUCCI
0022008-01-01DENISE FIORUCCI

Plan Statistics for CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN

Measure Date Value
2016: CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01191
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01193
Total number of active participants reported on line 7a of the Form 55002015-01-01127
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01189
Total of all active and inactive participants2015-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01316
Number of participants with account balances2015-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01190
Total number of active participants reported on line 7a of the Form 55002014-01-01128
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0166
Total of all active and inactive participants2014-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01194
Number of participants with account balances2014-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01247
Total number of active participants reported on line 7a of the Form 55002013-01-01127
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0163
Total of all active and inactive participants2013-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01190
Number of participants with account balances2013-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01234
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01131
Total of all active and inactive participants2012-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01247
Number of participants with account balances2012-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01225
Total number of active participants reported on line 7a of the Form 55002011-01-01182
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0149
Total of all active and inactive participants2011-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01231
Number of participants with account balances2011-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01221
Total number of active participants reported on line 7a of the Form 55002010-01-01174
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0154
Total of all active and inactive participants2010-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01228
Number of participants with account balances2010-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0118
2009: CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01202
Total number of active participants reported on line 7a of the Form 55002009-01-01184
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01220
Number of participants with account balances2009-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112
2008: CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01195
Total number of active participants reported on line 7a of the Form 55002008-01-01173
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0125
Total of all active and inactive participants2008-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01198
Number of participants with account balances2008-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-0114

Financial Data on CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN

Measure Date Value
2016 : CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-04-27$0
Total transfer of assets from this plan2016-04-27$2,119,886
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-27$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-27$0
Total income from all sources (including contributions)2016-04-27$-217,197
Total loss/gain on sale of assets2016-04-27$0
Total of all expenses incurred2016-04-27$1,085,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-27$1,058,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-27$0
Value of total assets at end of year2016-04-27$0
Value of total assets at beginning of year2016-04-27$3,422,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-27$26,755
Total interest from all sources2016-04-27$2
Total dividends received (eg from common stock, registered investment company shares)2016-04-27$667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-27Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-04-27$0
Total dividends received from registered investment company shares (eg mutual funds)2016-04-27$667
Administrative expenses professional fees incurred2016-04-27$26,638
Was this plan covered by a fidelity bond2016-04-27Yes
Value of fidelity bond cover2016-04-27$1,000,000
If this is an individual account plan, was there a blackout period2016-04-27No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-04-27$0
Funding deficiency by the employer to the plan for this plan year2016-04-27$0
Minimum employer required contribution for this plan year2016-04-27$0
Amount contributed by the employer to the plan for this plan year2016-04-27$0
Were there any nonexempt tranactions with any party-in-interest2016-04-27No
Administrative expenses (other) incurred2016-04-27$117
Liabilities. Value of operating payables at end of year2016-04-27$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-27No
Value of net income/loss2016-04-27$-1,302,466
Value of net assets at end of year (total assets less liabilities)2016-04-27$0
Value of net assets at beginning of year (total assets less liabilities)2016-04-27$3,422,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-27No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-27No
Were any leases to which the plan was party in default or uncollectible2016-04-27No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-27$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-27$3,329,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-27$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-27$92,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-27$92,732
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-04-27$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-27$-217,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-27No
Was there a failure to transmit to the plan any participant contributions2016-04-27No
Has the plan failed to provide any benefit when due under the plan2016-04-27No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-27$1,058,514
Did the plan have assets held for investment2016-04-27No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-27No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-27Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-27Yes
Opinion of an independent qualified public accountant for this plan2016-04-27Disclaimer
Accountancy firm name2016-04-27STOUT CAUSEY & HORNING, P.A.
Accountancy firm EIN2016-04-27521743645
2015 : CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$388,977
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$257,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$257,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$346,751
Value of total assets at end of year2015-12-31$3,422,352
Value of total assets at beginning of year2015-12-31$3,290,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$8
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$193,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$193,370
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$346,751
Amount contributed by the employer to the plan for this plan year2015-12-31$346,751
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$131,676
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,422,352
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,290,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,329,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,242,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$92,732
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$48,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$48,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-151,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$346,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$257,301
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31STOUT CAUSEY & HORNING, P.A.
Accountancy firm EIN2015-12-31521743645
2014 : CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$552,307
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$192,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$192,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$343,375
Value of total assets at end of year2014-12-31$3,290,676
Value of total assets at beginning of year2014-12-31$2,930,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$177,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$177,692
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$343,160
Amount contributed by the employer to the plan for this plan year2014-12-31$343,160
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$360,107
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,290,676
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,930,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,242,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,880,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$48,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$50,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$50,117
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$31,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$343,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$192,200
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31STOUT CAUSEY & HORNING, P.A.
Accountancy firm EIN2014-12-31521743645
2013 : CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$900,963
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$969,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$969,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$263,567
Value of total assets at end of year2013-12-31$2,930,569
Value of total assets at beginning of year2013-12-31$2,999,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$7
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$80,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$80,642
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$262,163
Amount contributed by the employer to the plan for this plan year2013-12-31$262,163
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$108
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-69,029
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,930,569
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,999,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,880,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,932,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$50,117
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$67,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$67,015
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$556,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$262,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$969,992
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31STOUT CAUSEY & HORNING, P.A.
Accountancy firm EIN2013-12-31521743645
2012 : CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$814,632
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$376,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$376,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$405,124
Value of total assets at end of year2012-12-31$2,999,598
Value of total assets at beginning of year2012-12-31$2,561,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$11
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$74,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$74,858
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$383,358
Amount contributed by the employer to the plan for this plan year2012-12-31$383,358
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$21,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$438,058
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,999,598
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,561,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,932,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,443,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$67,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$118,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$118,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$334,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$383,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$376,574
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31STOUT CAUSEY & HORNING, P.A.
Accountancy firm EIN2012-12-31521743645
2011 : CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,569
Total income from all sources (including contributions)2011-12-31$325,069
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$402,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$402,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$339,082
Value of total assets at end of year2011-12-31$2,561,540
Value of total assets at beginning of year2011-12-31$2,651,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$14
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$62,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$62,424
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$18,660
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$12,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-77,511
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,561,540
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,639,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,443,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,543,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$118,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$108,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$108,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-76,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$308,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$402,580
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31STOUT CAUSEY & HORNING, P.A.
Accountancy firm EIN2011-12-31521743645
2010 : CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,569
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,076
Total income from all sources (including contributions)2010-12-31$698,104
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$161,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$148,811
Value of total corrective distributions2010-12-31$12,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$344,841
Value of total assets at end of year2010-12-31$2,651,620
Value of total assets at beginning of year2010-12-31$2,108,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$13
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$42,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$42,870
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$26,987
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$733
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$12,569
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$6,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$536,724
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,639,051
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,102,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,543,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,016,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$108,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$91,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$91,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$310,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$317,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$148,811
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31STOUT CAUSEY & HORNING, P.A.
Accountancy firm EIN2010-12-31521743645
2009 : CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN

2016: CALVERT SCHOOL 401(A) RETIREMENT SAVINGS 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 filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: CALVERT SCHOOL 401(A) RETIREMENT SAVINGS PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
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
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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