401k Plan data: MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN plan

MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 401k Plan overview

Plan Name	MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN
Plan identification number	001

MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN Benefits

401k Plan Type

Defined 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MERIDIAN PUBLIC CHARTER SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: MERIDIAN PUBLIC CHARTER SCHOOL

Employer identification number (EIN): 522131742

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 JEFFREY COOPER
001 2016-07-01 JEFFREY COOPER
001 2016-07-01
001 2015-07-01 JEFFREY COOPER 2016-12-02 JEFFREY COOPER 2016-12-02
001 2014-07-01 REGINA RYDER 2016-04-01 REGINA RYDER 2016-04-01
001 2013-07-01 HARIBO KAMARATAYLOR 2015-02-17 HARIBO KAMARATAYLOR 2015-02-17
001 2012-07-01 KIMBERLY MOORE 2014-01-09 KIMBERLY MOORE 2014-01-09
001 2011-07-01 KIMBERLY MOORE 2013-04-26 KIMBERLY MOORE 2013-04-26
001 2010-07-01 PATRICIA WINSTON 2012-01-31 PATRICIA WINSTON 2012-01-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01	JEFFREY COOPER
001	2016-07-01	JEFFREY COOPER
001	2016-07-01
001	2015-07-01	JEFFREY COOPER	2016-12-02	JEFFREY COOPER	2016-12-02
001	2014-07-01	REGINA RYDER	2016-04-01	REGINA RYDER	2016-04-01
001	2013-07-01	HARIBO KAMARATAYLOR	2015-02-17	HARIBO KAMARATAYLOR	2015-02-17
001	2012-07-01	KIMBERLY MOORE	2014-01-09	KIMBERLY MOORE	2014-01-09
001	2011-07-01	KIMBERLY MOORE	2013-04-26	KIMBERLY MOORE	2013-04-26
001	2010-07-01	PATRICIA WINSTON	2012-01-31	PATRICIA WINSTON	2012-01-31

Plan Statistics for MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN

401k plan membership statisitcs for MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN

Measure Date Value
2021: MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 147
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 118
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 40
Total of all active and inactive participants 2021-07-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 158
Number of participants with account balances 2021-07-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 148
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 120
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 34
Total of all active and inactive participants 2020-07-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 154
Number of participants with account balances 2020-07-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 123
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 120
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 32
Total of all active and inactive participants 2019-07-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 152
Number of participants with account balances 2019-07-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 114
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 110
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 24
Total of all active and inactive participants 2018-07-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 134
Number of participants with account balances 2018-07-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 112
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 104
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 22
Total of all active and inactive participants 2017-07-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 126
Number of participants with account balances 2017-07-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 125
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 94
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 29
Total of all active and inactive participants 2016-07-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 123
Number of participants with account balances 2016-07-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0

Measure	Date	Value
2021: MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	147
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	118
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	40
Total of all active and inactive participants	2021-07-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	158
Number of participants with account balances	2021-07-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	148
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	120
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	34
Total of all active and inactive participants	2020-07-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	154
Number of participants with account balances	2020-07-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	123
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	120
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	32
Total of all active and inactive participants	2019-07-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	152
Number of participants with account balances	2019-07-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	114
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	110
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	24
Total of all active and inactive participants	2018-07-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	134
Number of participants with account balances	2018-07-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	112
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	104
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	22
Total of all active and inactive participants	2017-07-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	126
Number of participants with account balances	2017-07-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	125
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	94
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	29
Total of all active and inactive participants	2016-07-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	123
Number of participants with account balances	2016-07-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0

Financial Data on MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN

Measure	Date	Value
2022 : MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total transfer of assets to this plan	2022-06-30	$0
Total transfer of assets from this plan	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$180,028
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$563,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$516,701
Expenses. Certain deemed distributions of participant loans	2022-06-30	$41,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$621,746
Value of total assets at end of year	2022-06-30	$2,577,496
Value of total assets at beginning of year	2022-06-30	$2,961,155
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$5,311
Total interest from all sources	2022-06-30	$4,611
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$338,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$338,692
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$297,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$347,551
Participant contributions at end of year	2022-06-30	$93,304
Participant contributions at beginning of year	2022-06-30	$72,033
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$30,718
Other income not declared elsewhere	2022-06-30	$11
Administrative expenses (other) incurred	2022-06-30	$5,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-383,659
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$2,577,496
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$2,961,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$2,221,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$2,658,049
Interest on participant loans	2022-06-30	$4,611
Value of interest in common/collective trusts at end of year	2022-06-30	$262,735
Value of interest in common/collective trusts at beginning of year	2022-06-30	$231,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-739,877
Net investment gain or loss from common/collective trusts	2022-06-30	$-45,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$243,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$516,701
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	APRIO LLP
Accountancy firm EIN	2022-06-30	571157523
2021 : MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total transfer of assets to this plan	2021-06-30	$0
Total transfer of assets from this plan	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$1,281,697
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$483,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$471,460
Expenses. Certain deemed distributions of participant loans	2021-06-30	$6,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$611,403
Value of total assets at end of year	2021-06-30	$2,961,155
Value of total assets at beginning of year	2021-06-30	$2,162,501
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$5,037
Total interest from all sources	2021-06-30	$4,295
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$98,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$98,632
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$217,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$347,394
Participant contributions at end of year	2021-06-30	$72,033
Participant contributions at beginning of year	2021-06-30	$60,017
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$15,230
Administrative expenses (other) incurred	2021-06-30	$5,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$798,654
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$2,961,155
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$2,162,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$2,658,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$1,995,819
Interest on participant loans	2021-06-30	$4,295
Value of interest in common/collective trusts at end of year	2021-06-30	$231,073
Value of interest in common/collective trusts at beginning of year	2021-06-30	$106,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$527,368
Net investment gain or loss from common/collective trusts	2021-06-30	$39,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$248,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$471,460
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	ARONSON LLC
Accountancy firm EIN	2021-06-30	371611326
2020 : MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total transfer of assets to this plan	2020-06-30	$0
Total transfer of assets from this plan	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$516,660
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$381,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$343,330
Expenses. Certain deemed distributions of participant loans	2020-06-30	$35,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$497,019
Value of total assets at end of year	2020-06-30	$2,162,501
Value of total assets at beginning of year	2020-06-30	$2,027,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$2,886
Total interest from all sources	2020-06-30	$5,774
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$226,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$226,566
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$203,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$273,273
Participant contributions at end of year	2020-06-30	$60,017
Participant contributions at beginning of year	2020-06-30	$118,234
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$23,154
Other income not declared elsewhere	2020-06-30	$46
Administrative expenses (other) incurred	2020-06-30	$2,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$134,937
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$2,162,501
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$2,027,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$1,995,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$1,845,132
Interest on participant loans	2020-06-30	$5,774
Value of interest in common/collective trusts at end of year	2020-06-30	$106,665
Value of interest in common/collective trusts at beginning of year	2020-06-30	$64,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-212,825
Net investment gain or loss from common/collective trusts	2020-06-30	$80
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$200,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$343,330
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	ARONSON LLC
Accountancy firm EIN	2020-06-30	371611326
2019 : MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total transfer of assets to this plan	2019-06-30	$0
Total transfer of assets from this plan	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$503,205
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$168,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$165,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$402,594
Value of total assets at end of year	2019-06-30	$2,027,564
Value of total assets at beginning of year	2019-06-30	$1,692,859
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$3,325
Total interest from all sources	2019-06-30	$4,953
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$83,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$83,863
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$170,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$231,046
Participant contributions at end of year	2019-06-30	$118,234
Participant contributions at beginning of year	2019-06-30	$93,226
Administrative expenses (other) incurred	2019-06-30	$3,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$334,705
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$2,027,564
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$1,692,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$1,845,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$1,549,781
Interest on participant loans	2019-06-30	$4,953
Value of interest in common/collective trusts at end of year	2019-06-30	$64,198
Value of interest in common/collective trusts at beginning of year	2019-06-30	$49,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$9,895
Net investment gain or loss from common/collective trusts	2019-06-30	$1,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$171,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$165,175
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	ARONSON LLC
Accountancy firm EIN	2019-06-30	371611326
2018 : MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total transfer of assets to this plan	2018-06-30	$0
Total transfer of assets from this plan	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$389,617
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$256,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$247,937
Expenses. Certain deemed distributions of participant loans	2018-06-30	$4,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$282,756
Value of total assets at end of year	2018-06-30	$1,692,859
Value of total assets at beginning of year	2018-06-30	$1,559,471
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$4,059
Total interest from all sources	2018-06-30	$4,572
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$53,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$53,823
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$156,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$153,265
Participant contributions at end of year	2018-06-30	$93,226
Participant contributions at beginning of year	2018-06-30	$83,628
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$10,249
Administrative expenses (other) incurred	2018-06-30	$4,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$133,388
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$1,692,859
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$1,559,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$1,549,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$1,409,422
Interest on participant loans	2018-06-30	$4,572
Value of interest in common/collective trusts at end of year	2018-06-30	$49,852
Value of interest in common/collective trusts at beginning of year	2018-06-30	$66,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$45,217
Net investment gain or loss from common/collective trusts	2018-06-30	$3,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$119,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$247,937
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	ARONSON LLC
Accountancy firm EIN	2018-06-30	371611326
2017 : MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total transfer of assets from this plan	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$540,367
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$332,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$324,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$419,164
Value of total assets at end of year	2017-06-30	$1,559,471
Value of total assets at beginning of year	2017-06-30	$1,351,447
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$8,271
Total interest from all sources	2017-06-30	$2,790
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$4,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$4,017
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$136,000
If this is an individual account plan, was there a blackout period	2017-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$170,879
Participant contributions at end of year	2017-06-30	$83,628
Participant contributions at beginning of year	2017-06-30	$63,952
Participant contributions at beginning of year	2017-06-30	$6,703
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$112,325
Administrative expenses (other) incurred	2017-06-30	$8,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$208,024
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$1,559,471
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$1,351,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$1,409,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$1,275,559
Interest on participant loans	2017-06-30	$2,790
Value of interest in common/collective trusts at end of year	2017-06-30	$66,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$111,945
Net investment gain or loss from common/collective trusts	2017-06-30	$2,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$135,960
Employer contributions (assets) at beginning of year	2017-06-30	$5,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$324,072
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	Yes
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	ARONSON LLC
Accountancy firm EIN	2017-06-30	371611326

Form 5500 Responses for MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN

2021: MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	Yes
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MERIDIAN PUBLIC CHARTER SCHOOL
Employer identification number (EIN):	522131742
NAIC Classification:	611000