401k Plan data: FIELD SCHOOL 403(B) DC PLAN plan

FIELD SCHOOL 403(B) DC PLAN 401k Plan overview

Plan Name	FIELD SCHOOL 403(B) DC PLAN
Plan identification number	001

FIELD SCHOOL 403(B) DC PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

THE FIELD SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE FIELD SCHOOL, INC.

Employer identification number (EIN): 520960218

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIELD SCHOOL 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LATOYA HAMILTON 2018-07-30
001 2017-01-01 ROBERT ALONSO JR. 2019-07-08
001 2016-01-01 JENNIFER GRAHAM REDD 2017-07-12
001 2016-01-01 ROBERT ALONSO JR. 2019-07-08
001 2015-01-01 JENNIFER GRAHAM REDD 2016-06-14
001 2015-01-01 ROBERT ALONSO JR. 2019-07-08
001 2014-01-01 ROBERT ALONSO JR. 2019-07-08
001 2014-01-01 NANCY A. ANDERSON 2015-06-25
001 2013-01-01 NANCY A. ANDERSON 2014-06-28
001 2013-01-01 ROBERT ALONSO JR. 2019-07-08
001 2012-01-01 NANCY A. ANDERSON 2013-06-21
001 2012-01-01 ROBERT ALONSO JR. 2019-07-08
001 2011-01-01 NANCY A. ANDERSON 2013-09-10
001 2011-01-01 ROBERT ALONSO JR. 2019-07-08
001 2010-01-01 NANCY A. ANDERSON 2011-06-24 NANCY A. ANDERSON 2011-06-24
001 2010-01-01 ROBERT ALONSO JR. 2019-07-08
001 2009-01-01 ROBERT ALONSO JR. 2019-07-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	LATOYA HAMILTON	2018-07-30
001	2017-01-01	ROBERT ALONSO JR.	2019-07-08
001	2016-01-01	JENNIFER GRAHAM REDD	2017-07-12
001	2016-01-01	ROBERT ALONSO JR.	2019-07-08
001	2015-01-01	JENNIFER GRAHAM REDD	2016-06-14
001	2015-01-01	ROBERT ALONSO JR.	2019-07-08
001	2014-01-01	ROBERT ALONSO JR.	2019-07-08
001	2014-01-01	NANCY A. ANDERSON	2015-06-25
001	2013-01-01	NANCY A. ANDERSON	2014-06-28
001	2013-01-01	ROBERT ALONSO JR.	2019-07-08
001	2012-01-01	NANCY A. ANDERSON	2013-06-21
001	2012-01-01	ROBERT ALONSO JR.	2019-07-08
001	2011-01-01	NANCY A. ANDERSON	2013-09-10
001	2011-01-01	ROBERT ALONSO JR.	2019-07-08
001	2010-01-01	NANCY A. ANDERSON	2011-06-24	NANCY A. ANDERSON	2011-06-24
001	2010-01-01	ROBERT ALONSO JR.	2019-07-08
001	2009-01-01	ROBERT ALONSO JR.	2019-07-08

Plan Statistics for FIELD SCHOOL 403(B) DC PLAN

401k plan membership statisitcs for FIELD SCHOOL 403(B) DC PLAN

Measure Date Value
2022: FIELD SCHOOL 403(B) DC PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 154
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 148
Total of all active and inactive participants 2022-01-01 302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 302
Number of participants with account balances 2022-01-01 298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: FIELD SCHOOL 403(B) DC PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 136
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 144
Total of all active and inactive participants 2021-01-01 280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 280
Number of participants with account balances 2021-01-01 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: FIELD SCHOOL 403(B) DC PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 237
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 132
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 112
Total of all active and inactive participants 2020-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 244
Number of participants with account balances 2020-01-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: FIELD SCHOOL 403(B) DC PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 124
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 113
Total of all active and inactive participants 2019-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 237
Number of participants with account balances 2019-01-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: FIELD SCHOOL 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 112
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 116
Total of all active and inactive participants 2018-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 228
Number of participants with account balances 2018-01-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: FIELD SCHOOL 403(B) DC PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	154
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	148
Total of all active and inactive participants	2022-01-01	302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	302
Number of participants with account balances	2022-01-01	298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: FIELD SCHOOL 403(B) DC PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	136
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	144
Total of all active and inactive participants	2021-01-01	280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	280
Number of participants with account balances	2021-01-01	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: FIELD SCHOOL 403(B) DC PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	237
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	132
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	112
Total of all active and inactive participants	2020-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	244
Number of participants with account balances	2020-01-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: FIELD SCHOOL 403(B) DC PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	124
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	113
Total of all active and inactive participants	2019-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	237
Number of participants with account balances	2019-01-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: FIELD SCHOOL 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	112
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	116
Total of all active and inactive participants	2018-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	228
Number of participants with account balances	2018-01-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on FIELD SCHOOL 403(B) DC PLAN

Measure	Date	Value
2022 : FIELD SCHOOL 403(B) DC PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-1,963,241
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,227,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,187,218
Expenses. Certain deemed distributions of participant loans	2022-12-31	$1,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$890,040
Value of total assets at end of year	2022-12-31	$16,284,983
Value of total assets at beginning of year	2022-12-31	$19,475,442
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$38,219
Total interest from all sources	2022-12-31	$93,296
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$296,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$296,732
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$750,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$507,400
Participant contributions at end of year	2022-12-31	$42,616
Participant contributions at beginning of year	2022-12-31	$54,286
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$41,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,190,459
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,284,983
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$19,475,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$13,835,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$16,442,335
Value of interest in pooled separate accounts at end of year	2022-12-31	$142,343
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$150,072
Interest on participant loans	2022-12-31	$2,296
Interest earned on other investments	2022-12-31	$91,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,264,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,828,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,255,493
Net investment gain/loss from pooled separate accounts	2022-12-31	$12,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$341,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,187,218
Contract administrator fees	2022-12-31	$38,219
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GELMAN, ROSENBERG & FREEDMAN
Accountancy firm EIN	2022-12-31	521392008
2021 : FIELD SCHOOL 403(B) DC PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$3,880,602
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,187,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,148,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,627,536
Value of total assets at end of year	2021-12-31	$19,475,442
Value of total assets at beginning of year	2021-12-31	$17,782,310
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$39,400
Total interest from all sources	2021-12-31	$85,157
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$946,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$946,004
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$750,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$410,461
Participant contributions at end of year	2021-12-31	$54,286
Participant contributions at beginning of year	2021-12-31	$72,126
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$880,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,693,132
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$19,475,442
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$17,782,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$16,442,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$14,664,119
Value of interest in pooled separate accounts at end of year	2021-12-31	$150,072
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$233,320
Interest on participant loans	2021-12-31	$2,908
Interest earned on other investments	2021-12-31	$82,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,828,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,812,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,189,042
Net investment gain/loss from pooled separate accounts	2021-12-31	$32,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$336,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,148,070
Contract administrator fees	2021-12-31	$39,400
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	GELMAN, ROSENBERG & FREEDMAN
Accountancy firm EIN	2021-12-31	521392008
2020 : FIELD SCHOOL 403(B) DC PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$3,109,789
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,067,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,034,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$995,027
Value of total assets at end of year	2020-12-31	$17,782,310
Value of total assets at beginning of year	2020-12-31	$15,740,024
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$33,107
Total interest from all sources	2020-12-31	$9,776
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$216,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$216,742
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$750,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$434,990
Participant contributions at end of year	2020-12-31	$72,126
Participant contributions at beginning of year	2020-12-31	$1,256
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$208,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,042,286
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$17,782,310
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,740,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$14,664,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$13,569,595
Value of interest in pooled separate accounts at end of year	2020-12-31	$233,320
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$246,367
Interest on participant loans	2020-12-31	$1,451
Interest earned on other investments	2020-12-31	$8,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,812,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,922,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,890,292
Net investment gain/loss from pooled separate accounts	2020-12-31	$-2,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$351,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,034,396
Contract administrator fees	2020-12-31	$33,107
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	GELMAN, ROSENBERG & FREEDMAN
Accountancy firm EIN	2020-12-31	521392008
2019 : FIELD SCHOOL 403(B) DC PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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 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	$3,521,335
Total income from all sources (including contributions)	2019-12-31	$3,521,335
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$617,463
Total of all expenses incurred	2019-12-31	$617,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$588,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$588,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$740,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$740,175
Value of total assets at end of year	2019-12-31	$15,740,024
Value of total assets at end of year	2019-12-31	$15,740,024
Value of total assets at beginning of year	2019-12-31	$12,836,152
Value of total assets at beginning of year	2019-12-31	$12,836,152
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$28,873
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$28,873
Total interest from all sources	2019-12-31	$64,973
Total interest from all sources	2019-12-31	$64,973
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$213,505
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$213,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$213,505
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$213,505
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$750,000
Value of fidelity bond cover	2019-12-31	$750,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$349,979
Amount contributed by the employer to the plan for this plan year	2019-12-31	$349,979
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$386,806
Contributions received from participants	2019-12-31	$386,806
Participant contributions at end of year	2019-12-31	$1,256
Participant contributions at end of year	2019-12-31	$1,256
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,390
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,390
Other income not declared elsewhere	2019-12-31	$26
Other income not declared elsewhere	2019-12-31	$26
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,903,872
Value of net income/loss	2019-12-31	$2,903,872
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,740,024
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,740,024
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,836,152
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,836,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$13,569,595
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$13,569,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,969,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,969,808
Value of interest in pooled separate accounts at end of year	2019-12-31	$246,367
Value of interest in pooled separate accounts at end of year	2019-12-31	$246,367
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$237,779
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$237,779
Interest earned on other investments	2019-12-31	$64,973
Interest earned on other investments	2019-12-31	$64,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,922,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,922,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,628,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,628,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,489,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,489,690
Net investment gain/loss from pooled separate accounts	2019-12-31	$12,966
Net investment gain/loss from pooled separate accounts	2019-12-31	$12,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$349,979
Contributions received in cash from employer	2019-12-31	$349,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$588,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$588,590
Contract administrator fees	2019-12-31	$28,873
Contract administrator fees	2019-12-31	$28,873
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GELMAN, ROSENBERG & FREEDMAN
Accountancy firm name	2019-12-31	GELMAN, ROSENBERG & FREEDMAN
Accountancy firm EIN	2019-12-31	521392008
Accountancy firm EIN	2019-12-31	521392008
2018 : FIELD SCHOOL 403(B) DC PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$8,558,939
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	$29,261
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$308,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$298,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$362,853
Value of total assets at end of year	2018-12-31	$12,836,152
Value of total assets at beginning of year	2018-12-31	$4,556,633
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,156
Total interest from all sources	2018-12-31	$26,961
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$104,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$104,805
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$750,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$362,853
Amount contributed by the employer to the plan for this plan year	2018-12-31	$362,853
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-279,420
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,836,152
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,556,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$10,969,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,146,751
Value of interest in pooled separate accounts at end of year	2018-12-31	$237,779
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$70,674
Interest earned on other investments	2018-12-31	$26,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,628,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$339,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-469,545
Net investment gain/loss from pooled separate accounts	2018-12-31	$4,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$362,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$298,525
Contract administrator fees	2018-12-31	$10,156
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GELMAN, ROSENBERG & FREEDMAN
Accountancy firm EIN	2018-12-31	521392008

Form 5500 Responses for FIELD SCHOOL 403(B) DC PLAN

2022: FIELD SCHOOL 403(B) DC PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FIELD SCHOOL 403(B) DC PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FIELD SCHOOL 403(B) DC PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FIELD SCHOOL 403(B) DC PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FIELD SCHOOL 403(B) DC PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500138

Policy instance

Insurance contract or identification number	500138
Number of Individuals Covered	133
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500138

Policy instance

Insurance contract or identification number	500138
Number of Individuals Covered	135
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500138

Policy instance

Insurance contract or identification number	500138
Number of Individuals Covered	121
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500138

Policy instance

Insurance contract or identification number	500138
Number of Individuals Covered	126
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500138

Policy instance

Insurance contract or identification number	500138
Number of Individuals Covered	130
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	THE FIELD SCHOOL, INC.
Employer identification number (EIN):	520960218
NAIC Classification:	611000