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THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTHE CALVERT SCHOOL RETIREMENT SAVINGS PLAN
Plan identification number 003

THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

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 THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01DENISE DRYDEN FIORUCCI DENISE DRYDEN FIORUCCI2018-07-30
0032016-01-01DENISE DRYDEN FIORUCCI DENISE DRYDEN FIORUCCI2017-07-26
0032015-01-01DENISE DRYDEN FIORUCCI DENISE DRYDEN FIORUCCI2016-07-29
0032014-01-01DENISE DRYDEN FIORUCCI
0032013-01-01DENISE DRYDEN FIORUCCI JOSEPH P. MCGRAW2014-07-09
0032012-01-01DENISE DRYDEN FIORUCCI JOSEPH P. MCGRAW2013-08-03
0032011-01-01DENISE DRYDEN FIORUCCI
0032009-01-01DENISE D. FIORUCCI

Plan Statistics for THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN

Measure Date Value
2022: THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01258
Total number of active participants reported on line 7a of the Form 55002022-01-01173
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-0185
Total of all active and inactive participants2022-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01269
Number of participants with account balances2022-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01229
Total number of active participants reported on line 7a of the Form 55002021-01-01166
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0193
Total of all active and inactive participants2021-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01259
Number of participants with account balances2021-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01223
Total number of active participants reported on line 7a of the Form 55002020-01-01150
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0179
Total of all active and inactive participants2020-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01229
Number of participants with account balances2020-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01208
Total number of active participants reported on line 7a of the Form 55002019-01-01151
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01223
Number of participants with account balances2019-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01193
Total number of active participants reported on line 7a of the Form 55002018-01-01144
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0164
Total of all active and inactive participants2018-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01208
Number of participants with account balances2018-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01191
Total number of active participants reported on line 7a of the Form 55002017-01-01136
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0157
Total of all active and inactive participants2017-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01193
Number of participants with account balances2017-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01193
Total number of active participants reported on line 7a of the Form 55002016-01-01134
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0157
Total of all active and inactive participants2016-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01191
Number of participants with account balances2016-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01196
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 benefits2015-01-0167
Total of all active and inactive participants2015-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01194
Number of participants with account balances2015-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE CALVERT SCHOOL 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 55002014-01-01126
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0169
Total of all active and inactive participants2014-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01195
Number of participants with account balances2014-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01242
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 benefits2013-01-0162
Total of all active and inactive participants2013-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01189
Number of participants with account balances2013-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01237
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 benefits2012-01-01126
Total of all active and inactive participants2012-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01242
Number of participants with account balances2012-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01227
Total number of active participants reported on line 7a of the Form 55002011-01-01183
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0151
Total of all active and inactive participants2011-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01234
Number of participants with account balances2011-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01210
Total number of active participants reported on line 7a of the Form 55002009-01-01186
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01223
Number of participants with account balances2009-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : THE CALVERT SCHOOL RETIREMENT SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-1,922,783
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,667,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,642,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,744,168
Value of total assets at end of year2022-12-31$16,287,786
Value of total assets at beginning of year2022-12-31$19,878,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25,403
Total interest from all sources2022-12-31$241
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,313,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,313,496
Administrative expenses professional fees incurred2022-12-31$25,403
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$740,119
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$530,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,590,615
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,287,786
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,878,401
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$16,281,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,874,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,357
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,980,688
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$473,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,642,429
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 name2022-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2022-12-31521743645
2021 : THE CALVERT SCHOOL RETIREMENT SAVINGS 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$0
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$3,777,487
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,557,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,528,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,215,565
Value of total assets at end of year2021-12-31$19,878,401
Value of total assets at beginning of year2021-12-31$17,657,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,647
Total interest from all sources2021-12-31$14
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,492,987
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$1,492,987
Administrative expenses professional fees incurred2021-12-31$28,647
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$707,690
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$90,529
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$2,220,479
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,878,401
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,657,922
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$19,874,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,644,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$12,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$12,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,068,921
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$417,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,528,361
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 name2021-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2021-12-31521743645
2020 : THE CALVERT SCHOOL RETIREMENT SAVINGS 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$3,764,067
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,173,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,149,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,069,042
Value of total assets at end of year2020-12-31$17,657,922
Value of total assets at beginning of year2020-12-31$15,067,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,979
Total interest from all sources2020-12-31$205
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$831,558
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$831,558
Administrative expenses professional fees incurred2020-12-31$1,680
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$650,097
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,817
Administrative expenses (other) incurred2020-12-31$22,299
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$2,590,598
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,657,922
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,067,324
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$17,644,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,059,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$12,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$8,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$8,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,863,262
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$415,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,149,490
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2020-12-31521743645
2019 : THE CALVERT SCHOOL RETIREMENT SAVINGS 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$3,982,896
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$922,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$900,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,112,175
Value of total assets at end of year2019-12-31$15,067,324
Value of total assets at beginning of year2019-12-31$12,006,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,835
Total interest from all sources2019-12-31$1,129
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$728,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$728,152
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$676,967
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,996
Administrative expenses (other) incurred2019-12-31$21,835
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$3,060,504
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,067,324
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,006,820
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$15,059,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,949,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$57,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$57,262
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,141,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$422,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$900,557
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2019-12-31521743645
2018 : THE CALVERT SCHOOL RETIREMENT SAVINGS 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$470,014
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,247,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,229,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,123,543
Value of total assets at end of year2018-12-31$12,006,820
Value of total assets at beginning of year2018-12-31$12,784,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,780
Total interest from all sources2018-12-31$1,050
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$898,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$898,126
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$627,931
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$87,855
Administrative expenses (other) incurred2018-12-31$17,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-777,424
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,006,820
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,784,244
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$11,949,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,595,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$57,262
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$188,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$188,626
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,552,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$407,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,229,658
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2018-12-31521743645
2017 : THE CALVERT SCHOOL RETIREMENT SAVINGS 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$3,449,430
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,283,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,283,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,174,509
Value of total assets at end of year2017-12-31$12,784,244
Value of total assets at beginning of year2017-12-31$10,618,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$947
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$505,782
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$505,782
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$570,808
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$20,278
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$207,894
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$2,166,233
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,784,244
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,618,011
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$12,595,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,371,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$188,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$211,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$211,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,768,192
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$395,807
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$14,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,283,197
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2017-12-31521743645
2016 : THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$2,119,886
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$1,747,259
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$852,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$850,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$951,234
Value of total assets at end of year2016-12-31$10,618,011
Value of total assets at beginning of year2016-12-31$7,603,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,588
Total interest from all sources2016-12-31$34
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$293,853
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$293,853
Administrative expenses professional fees incurred2016-12-31$1,588
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$539,424
Participant contributions at end of year2016-12-31$20,278
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$16,413
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$894,752
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,618,011
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,603,373
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$10,371,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,395,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$211,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$207,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$207,728
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$502,138
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$395,397
Employer contributions (assets) at end of year2016-12-31$14,589
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$850,919
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31STOUT, CAUSEY, & HORNING, P.A.
Accountancy firm EIN2016-12-31521743645
2015 : THE CALVERT SCHOOL 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$605,429
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$672,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$672,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$490,177
Value of total assets at end of year2015-12-31$7,603,373
Value of total assets at beginning of year2015-12-31$7,670,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$16
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$437,392
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$437,392
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$484,741
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-67,498
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,603,373
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,670,871
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$7,395,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,560,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$207,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$110,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$110,023
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-322,156
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$672,927
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31STOUT, CAUSEY, & HORNING, P.A.
Accountancy firm EIN2015-12-31521743645
2014 : THE CALVERT SCHOOL 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$939,628
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$522,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$522,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$438,692
Value of total assets at end of year2014-12-31$7,670,871
Value of total assets at beginning of year2014-12-31$7,253,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$15
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$440,272
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$440,272
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$438,692
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$417,113
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,670,871
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,253,758
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$7,560,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,114,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$110,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$138,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$138,965
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$60,649
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$522,515
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31STOUT, CAUSEY, & HORNING, P.A.
Accountancy firm EIN2014-12-31521743645
2013 : THE CALVERT SCHOOL 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$1,986,586
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,879,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,879,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$422,286
Value of total assets at end of year2013-12-31$7,253,758
Value of total assets at beginning of year2013-12-31$7,146,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$15
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$199,113
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$199,113
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$422,286
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$107,289
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,253,758
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,146,469
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$7,114,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,015,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$138,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$131,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$131,368
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,365,172
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,879,297
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31STOUT, CAUSEY, & HORNING, P.A.
Accountancy firm EIN2013-12-31521743645
2012 : THE CALVERT SCHOOL 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$1,696,376
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,067,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,067,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$685,057
Value of total assets at end of year2012-12-31$7,146,469
Value of total assets at beginning of year2012-12-31$6,517,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$22
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$182,965
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$182,965
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$680,936
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,121
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$628,801
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,146,469
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,517,668
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$7,015,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,256,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$131,368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$260,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$260,998
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$828,332
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,067,575
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31STOUT, CAUSEY, & HORNING, P.A.
Accountancy firm EIN2012-12-31521743645
2011 : THE CALVERT SCHOOL 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$0
Total income from all sources (including contributions)2011-12-31$825,939
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$553,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$553,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$887,305
Value of total assets at end of year2011-12-31$6,517,668
Value of total assets at beginning of year2011-12-31$6,244,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$30
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$159,389
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$159,389
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$678,617
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$208,688
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$272,688
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,517,668
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,244,980
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$6,256,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,005,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$260,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$239,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$239,270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$30
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-220,785
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$553,251
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31STOUT, CAUSEY, & HORNING, P.A.
Accountancy firm EIN2011-12-31521743645
2010 : THE CALVERT SCHOOL 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,533,915
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$378,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$378,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$693,601
Value of total assets at end of year2010-12-31$6,244,980
Value of total assets at beginning of year2010-12-31$5,089,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$29
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$106,188
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$106,188
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$686,032
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,569
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$1,155,631
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,244,980
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,089,349
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$6,005,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,885,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$239,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$204,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$204,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$29
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$734,097
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$378,284
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31STOUT, CAUSEY, & HORNING, P.A.
Accountancy firm EIN2010-12-31521743645
2009 : THE CALVERT SCHOOL 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 THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN

2022: THE CALVERT SCHOOL RETIREMENT SAVINGS 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE CALVERT SCHOOL RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE CALVERT SCHOOL RETIREMENT SAVINGS 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: THE CALVERT SCHOOL RETIREMENT SAVINGS 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: THE CALVERT SCHOOL RETIREMENT SAVINGS 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: THE CALVERT SCHOOL RETIREMENT SAVINGS 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: THE CALVERT SCHOOL 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 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
2015: THE CALVERT SCHOOL 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: THE CALVERT SCHOOL 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: THE CALVERT SCHOOL 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: THE CALVERT SCHOOL 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: THE CALVERT SCHOOL 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
2009: THE CALVERT SCHOOL 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

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