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| Plan Name | BARRIE SCHOOL TAX DEFERRED ANNUITY PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE BARRIE SCHOOL, A NON-PROFIT CORPORATION |
| Employer identification number (EIN): | 521336863 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2022-06-01 | ||||
| 002 | 2021-06-01 | ||||
| 002 | 2020-06-01 | ||||
| 002 | 2019-06-01 | ||||
| 002 | 2018-06-01 | ||||
| 002 | 2017-06-01 | ||||
| 002 | 2016-06-01 | ||||
| 002 | 2015-06-01 | ||||
| 002 | 2014-06-01 | ||||
| 002 | 2013-06-01 | ||||
| 002 | 2012-06-01 | JAY KAPADIA | 2013-12-23 | ||
| 002 | 2011-06-01 | JAY KAPADIA | 2012-12-20 | ||
| 002 | 2010-06-01 | JAY KAPADIA | 2011-08-11 |
| Measure | Date | Value |
|---|---|---|
| 2025: BARRIE SCHOOL TAX DEFERRED ANNUITY PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-03-15 | 96 |
| Total number of particpants at end of year | 2025-03-15 | 108 |
| Number of Participants With Account Balances | 2025-03-15 | 104 |
| Measure | Date | Value |
|---|---|---|
| 2025 : BARRIE SCHOOL TAX DEFERRED ANNUITY PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-03-15 | 962177 |
| Net assets as of the end of the plan year | 2025-03-15 | 5198111 |
| Total assets as of the beginning of the plan year | 2025-03-15 | 5168759 |
| Value of plan covered by a fidelity bond | 2025-03-15 | 2000000 |
| Participant contributions to plan in this plan year | 2025-03-15 | 269683 |
| Value of participant loans at end of plan year | 2025-03-15 | 0 |
| Other expenses paid from plan in this plan year | 2025-03-15 | 350 |
| Other contributions to plan in this plan year | 2025-03-15 | 225 |
| Other income to plan in this plan year | 2025-03-15 | 721621 |
| Plan net income in this plan year | 2025-03-15 | 29352 |
| Net assets as of the end of the plan year | 2025-03-15 | 5198111 |
| Net assets as of the beginning of the plan year | 2025-03-15 | 5168759 |
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