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PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 401k Plan overview

Plan NamePAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN
Plan identification number 001

PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

PAUL PUBLIC CHARTER SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name:PAUL PUBLIC CHARTER SCHOOL, INC.
Employer identification number (EIN):522139528
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-09-01
0012020-09-01
0012019-09-01
0012018-09-01
0012017-09-01
0012017-09-01
0012016-09-01
0012016-09-01WILLIAM HENDERSON2018-08-28
0012016-09-01WILLIAM HENDERSON2018-08-28
0012016-09-01WILLIAM HENDERSON2018-08-20
0012015-09-01
0012015-09-01WILLIAM HENDERSON2018-08-28
0012015-09-01WILLIAM HENDERSON2018-08-28
0012015-09-01WILLIAM HENDERSON2018-08-20
0012014-09-01WILL HENDERSON
0012014-09-01WILL HENDERSON
0012014-09-01
0012014-09-01WILL HENDERSON2019-11-01 WILL HENDERSON2019-11-01
0012013-09-01
0012013-09-01
0012013-09-01WILLIAM HENDERSON2018-08-20 WILLIAM HENDERSON2018-08-20
0012012-09-01
0012012-09-01
0012012-09-01WILLIAM HENDERSON2018-08-20 WILLIAM HENDERSON2018-08-20
0012011-09-01
0012011-09-01
0012011-09-01WILLIAM HENDERSON2018-08-20 WILLIAM HENDERSON2018-08-20
0012010-09-01
0012010-09-01
0012010-09-01WILLIAM HENDERSON2018-08-20 WILLIAM HENDERSON2018-08-20
0012009-09-01
0012009-09-01
0012009-09-01KIMBERLY SPRIGGS
0012009-09-01WILLIAM HENDERSON2018-08-20 WILLIAM HENDERSON2018-08-20
0012008-09-01
0012008-09-01
0012007-09-01
0012007-09-01
0012006-09-01
0012006-09-01
0012005-09-01
0012005-09-01
0012004-09-01
0012004-09-01
0012003-09-01
0012003-09-01
0012002-09-01
0012002-09-01
0012001-09-01
0012001-09-01
0012000-09-01
0012000-09-01

Plan Statistics for PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN

401k plan membership statisitcs for PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN

Measure Date Value
2021: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01378
Total number of active participants reported on line 7a of the Form 55002021-09-01145
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-01237
Total of all active and inactive participants2021-09-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-010
Total participants2021-09-01382
Number of participants with account balances2021-09-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-010
2020: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01373
Total number of active participants reported on line 7a of the Form 55002020-09-01130
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-01248
Total of all active and inactive participants2020-09-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-010
Total participants2020-09-01378
Number of participants with account balances2020-09-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-010
2019: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01363
Total number of active participants reported on line 7a of the Form 55002019-09-01130
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-01243
Total of all active and inactive participants2019-09-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-010
Total participants2019-09-01373
Number of participants with account balances2019-09-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
2018: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01346
Total number of active participants reported on line 7a of the Form 55002018-09-01131
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-01232
Total of all active and inactive participants2018-09-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-01363
Number of participants with account balances2018-09-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
2017: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01279
Total number of active participants reported on line 7a of the Form 55002017-09-01117
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-01229
Total of all active and inactive participants2017-09-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01346
Number of participants with account balances2017-09-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01226
Total number of active participants reported on line 7a of the Form 55002016-09-01158
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-01120
Total of all active and inactive participants2016-09-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01278
Number of participants with account balances2016-09-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-015
2015: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01231
Total number of active participants reported on line 7a of the Form 55002015-09-0197
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-01129
Total of all active and inactive participants2015-09-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01226
Number of participants with account balances2015-09-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-0113
2014: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01227
Total number of active participants reported on line 7a of the Form 55002014-09-0180
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-01151
Total of all active and inactive participants2014-09-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-01231
Number of participants with account balances2014-09-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01206
Total number of active participants reported on line 7a of the Form 55002013-09-0194
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-01133
Total of all active and inactive participants2013-09-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01227
Number of participants with account balances2013-09-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01183
Total number of active participants reported on line 7a of the Form 55002012-09-0189
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-01117
Total of all active and inactive participants2012-09-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-01206
Number of participants with account balances2012-09-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01152
Total number of active participants reported on line 7a of the Form 55002011-09-0169
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-01114
Total of all active and inactive participants2011-09-01183
Total participants2011-09-01183
Number of participants with account balances2011-09-01160
2010: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-01166
Total number of active participants reported on line 7a of the Form 55002010-09-0187
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-0165
Total of all active and inactive participants2010-09-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-01152
Number of participants with account balances2010-09-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-010
Number of employers contributing to the scheme2010-09-011
2009: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01180
Total number of active participants reported on line 7a of the Form 55002009-09-0192
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0174
Total of all active and inactive participants2009-09-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01166
Number of participants with account balances2009-09-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-016

Financial Data on PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN

Measure Date Value
2022 : PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total income from all sources (including contributions)2022-08-31$727,834
Total loss/gain on sale of assets2022-08-31$0
Total of all expenses incurred2022-08-31$1,056,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$1,047,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$1,359,978
Value of total assets at end of year2022-08-31$6,396,857
Value of total assets at beginning of year2022-08-31$6,725,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$9,681
Total interest from all sources2022-08-31$67,326
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$500,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$904,534
Participant contributions at end of year2022-08-31$238,445
Participant contributions at beginning of year2022-08-31$178,916
Participant contributions at end of year2022-08-31$19,065
Participant contributions at beginning of year2022-08-31$14,650
Income. Received or receivable in cash from other sources (including rollovers)2022-08-31$93,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$-328,916
Value of net assets at end of year (total assets less liabilities)2022-08-31$6,396,857
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$6,725,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-31$3,844,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$4,266,202
Interest earned on other investments2022-08-31$67,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-08-31$2,267,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-08-31$2,241,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-31$-699,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31No
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$361,753
Employer contributions (assets) at end of year2022-08-31$27,447
Employer contributions (assets) at beginning of year2022-08-31$24,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$1,047,069
Contract administrator fees2022-08-31$9,681
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31JM&M
Accountancy firm EIN2022-08-31521853933
2021 : PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total income from all sources (including contributions)2021-08-31$1,905,983
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$726,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$706,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$988,723
Value of total assets at end of year2021-08-31$6,725,773
Value of total assets at beginning of year2021-08-31$5,546,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$19,637
Total interest from all sources2021-08-31$60,056
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$500,000
If this is an individual account plan, was there a blackout period2021-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$325,904
Participant contributions at end of year2021-08-31$178,916
Participant contributions at beginning of year2021-08-31$190,359
Participant contributions at end of year2021-08-31$14,650
Participant contributions at beginning of year2021-08-31$13,698
Income. Received or receivable in cash from other sources (including rollovers)2021-08-31$73,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$1,179,383
Value of net assets at end of year (total assets less liabilities)2021-08-31$6,725,773
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$5,546,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$4,266,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$3,203,402
Interest on participant loans2021-08-31$1,911
Interest earned on other investments2021-08-31$58,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-08-31$2,241,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-08-31$2,116,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$857,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$589,104
Employer contributions (assets) at end of year2021-08-31$24,220
Employer contributions (assets) at beginning of year2021-08-31$22,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$706,963
Contract administrator fees2021-08-31$19,637
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Disclaimer
Accountancy firm name2021-08-31JM&M
Accountancy firm EIN2021-08-31521853933
2020 : PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total income from all sources (including contributions)2020-08-31$1,325,675
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$508,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$474,739
Expenses. Certain deemed distributions of participant loans2020-08-31$18,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$865,998
Value of total assets at end of year2020-08-31$5,546,390
Value of total assets at beginning of year2020-08-31$4,729,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$15,603
Total interest from all sources2020-08-31$58,546
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$500,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$332,437
Participant contributions at end of year2020-08-31$190,359
Participant contributions at beginning of year2020-08-31$111,115
Participant contributions at end of year2020-08-31$13,698
Participant contributions at beginning of year2020-08-31$11,988
Other income not declared elsewhere2020-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$817,172
Value of net assets at end of year (total assets less liabilities)2020-08-31$5,546,390
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$4,729,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$3,203,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$2,412,748
Interest earned on other investments2020-08-31$58,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-08-31$2,116,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-08-31$2,172,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$401,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31Yes
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$533,561
Employer contributions (assets) at end of year2020-08-31$22,914
Employer contributions (assets) at beginning of year2020-08-31$20,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$474,739
Contract administrator fees2020-08-31$15,603
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31JONES, MARESCA, MCQUADE, PA
Accountancy firm EIN2020-08-31521853933
2019 : PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total income from all sources (including contributions)2019-08-31$960,159
Total loss/gain on sale of assets2019-08-31$0
Total of all expenses incurred2019-08-31$622,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$540,163
Expenses. Certain deemed distributions of participant loans2019-08-31$73,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$979,580
Value of total assets at end of year2019-08-31$4,729,218
Value of total assets at beginning of year2019-08-31$4,391,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$8,823
Total interest from all sources2019-08-31$55,867
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$500,000
If this is an individual account plan, was there a blackout period2019-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$346,071
Participant contributions at end of year2019-08-31$111,115
Participant contributions at beginning of year2019-08-31$143,783
Participant contributions at end of year2019-08-31$11,988
Participant contributions at beginning of year2019-08-31$61,499
Income. Received or receivable in cash from other sources (including rollovers)2019-08-31$18,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$337,817
Value of net assets at end of year (total assets less liabilities)2019-08-31$4,729,218
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$4,391,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$2,412,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$2,130,649
Interest earned on other investments2019-08-31$55,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-08-31$2,172,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-08-31$1,985,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$-75,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31Yes
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$615,478
Employer contributions (assets) at end of year2019-08-31$20,429
Employer contributions (assets) at beginning of year2019-08-31$70,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$540,163
Contract administrator fees2019-08-31$8,823
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31JONES, MARESCA, MCQUADE, PA
Accountancy firm EIN2019-08-31521853933
2018 : PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total income from all sources (including contributions)2018-08-31$1,142,471
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$607,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$565,360
Expenses. Certain deemed distributions of participant loans2018-08-31$35,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$887,588
Value of total assets at end of year2018-08-31$4,374,672
Value of total assets at beginning of year2018-08-31$3,839,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$6,559
Total interest from all sources2018-08-31$44,012
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$500,000
If this is an individual account plan, was there a blackout period2018-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$264,017
Participant contributions at end of year2018-08-31$143,783
Participant contributions at beginning of year2018-08-31$171,300
Participant contributions at end of year2018-08-31$44,770
Participant contributions at beginning of year2018-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-08-31$11,834
Other income not declared elsewhere2018-08-31$504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$535,222
Value of net assets at end of year (total assets less liabilities)2018-08-31$4,374,672
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$3,839,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$2,130,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$1,905,087
Interest earned on other investments2018-08-31$44,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-08-31$1,985,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-08-31$1,763,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$210,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31Yes
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$611,737
Employer contributions (assets) at end of year2018-08-31$70,009
Employer contributions (assets) at beginning of year2018-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$565,360
Contract administrator fees2018-08-31$6,559
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31JONES, MARESCA, MCQUADE, PA
Accountancy firm EIN2018-08-31521853933
2017 : PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$686,292
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$416,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$410,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$471,174
Value of total assets at end of year2017-08-31$3,839,450
Value of total assets at beginning of year2017-08-31$3,569,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$6,225
Total interest from all sources2017-08-31$42,973
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$500,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$246,304
Participant contributions at end of year2017-08-31$171,300
Participant contributions at beginning of year2017-08-31$173,050
Participant contributions at end of year2017-08-31$5,769
Participant contributions at beginning of year2017-08-31$4,265
Other income not declared elsewhere2017-08-31$1,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$269,948
Value of net assets at end of year (total assets less liabilities)2017-08-31$3,839,450
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$3,569,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$1,905,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$1,650,338
Interest earned on other investments2017-08-31$42,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-08-31$1,763,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-08-31$1,746,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$172,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31Yes
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$224,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$410,119
Contract administrator fees2017-08-31$6,225
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31JONES, MARESCA & MCQUADE, P.A.
Accountancy firm EIN2017-08-31521853933
2016 : PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$698,914
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$302,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$296,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$565,149
Value of total assets at end of year2016-08-31$3,569,502
Value of total assets at beginning of year2016-08-31$3,173,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$6,025
Total interest from all sources2016-08-31$42,892
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$190,000
If this is an individual account plan, was there a blackout period2016-08-31No
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$222,285
Participant contributions at end of year2016-08-31$173,050
Participant contributions at beginning of year2016-08-31$130,450
Income. Received or receivable in cash from other sources (including rollovers)2016-08-31$40,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$396,196
Value of net assets at end of year (total assets less liabilities)2016-08-31$3,569,502
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$3,173,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$1,650,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$1,393,092
Interest earned on other investments2016-08-31$42,892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-08-31$1,746,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-08-31$1,649,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$90,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31Yes
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$302,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$296,693
Contract administrator fees2016-08-31$6,025
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31JONES, MARESCA & MCQUADE P.A.
Accountancy firm EIN2016-08-31521853933
2015 : PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$539,705
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$679,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$671,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$524,270
Value of total assets at end of year2015-08-31$3,173,296
Value of total assets at beginning of year2015-08-31$3,312,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$7,544
Total interest from all sources2015-08-31$38,114
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$325,000
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$188,445
Participant contributions at end of year2015-08-31$130,450
Participant contributions at beginning of year2015-08-31$136,222
Income. Received or receivable in cash from other sources (including rollovers)2015-08-31$1,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-139,414
Value of net assets at end of year (total assets less liabilities)2015-08-31$3,173,296
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$3,312,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$1,393,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$1,736,905
Interest earned on other investments2015-08-31$38,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-08-31$1,649,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-08-31$1,439,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-22,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31Yes
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$333,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$671,575
Contract administrator fees2015-08-31$7,544
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31E COHEN AND COMPANY CPA'S
Accountancy firm EIN2015-08-31521754364
2014 : PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$810,309
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$170,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$165,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$528,190
Value of total assets at end of year2014-08-31$3,312,710
Value of total assets at beginning of year2014-08-31$2,673,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$5,490
Total interest from all sources2014-08-31$33,267
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$190,000
If this is an individual account plan, was there a blackout period2014-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$173,445
Participant contributions at end of year2014-08-31$136,222
Participant contributions at beginning of year2014-08-31$110,028
Income. Received or receivable in cash from other sources (including rollovers)2014-08-31$26,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$639,479
Value of net assets at end of year (total assets less liabilities)2014-08-31$3,312,710
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$2,673,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$1,736,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$1,420,650
Interest earned on other investments2014-08-31$33,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-08-31$1,439,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-08-31$1,142,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$248,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31Yes
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$328,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$165,340
Contract administrator fees2014-08-31$5,490
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31JONES, MARESCA & MCQUADE, P.A.
Accountancy firm EIN2014-08-31521853933
2013 : PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$561,026
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$222,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$217,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$393,035
Value of total assets at end of year2013-08-31$2,673,231
Value of total assets at beginning of year2013-08-31$2,335,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$4,948
Total interest from all sources2013-08-31$27,517
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$190,000
If this is an individual account plan, was there a blackout period2013-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$129,788
Participant contributions at end of year2013-08-31$110,028
Participant contributions at beginning of year2013-08-31$90,300
Income. Received or receivable in cash from other sources (including rollovers)2013-08-31$710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$338,141
Value of net assets at end of year (total assets less liabilities)2013-08-31$2,673,231
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$2,335,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$1,420,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$1,330,357
Interest earned on other investments2013-08-31$27,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-08-31$1,142,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-08-31$914,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$140,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31Yes
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$262,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$217,937
Contract administrator fees2013-08-31$4,948
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31JONES, MARESCA & MCQUADE, P.A.
Accountancy firm EIN2013-08-31521853933
2012 : PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$514,831
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$352,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$346,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$406,985
Value of total assets at end of year2012-08-31$2,335,090
Value of total assets at beginning of year2012-08-31$2,172,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$5,293
Total interest from all sources2012-08-31$23,967
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$190,000
If this is an individual account plan, was there a blackout period2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$160,159
Participant contributions at end of year2012-08-31$90,300
Participant contributions at beginning of year2012-08-31$77,428
Income. Received or receivable in cash from other sources (including rollovers)2012-08-31$843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$162,797
Value of net assets at end of year (total assets less liabilities)2012-08-31$2,335,090
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$2,172,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$1,330,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$1,249,002
Interest earned on other investments2012-08-31$23,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-08-31$914,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-08-31$845,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$83,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31Yes
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$245,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$346,741
Contract administrator fees2012-08-31$5,293
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31JONES, MARESCA & MCQUADE, P.A.
Accountancy firm EIN2012-08-31521853933
2011 : PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$673,565
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$391,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$387,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$511,995
Value of total assets at end of year2011-08-31$2,172,293
Value of total assets at beginning of year2011-08-31$1,890,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$4,527
Total interest from all sources2011-08-31$27,993
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$190,000
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$212,606
Participant contributions at end of year2011-08-31$77,428
Participant contributions at beginning of year2011-08-31$110,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$281,712
Value of net assets at end of year (total assets less liabilities)2011-08-31$2,172,293
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$1,890,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$1,249,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$1,062,972
Interest earned on other investments2011-08-31$27,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-08-31$845,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-08-31$717,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$133,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31Yes
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$299,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$387,326
Contract administrator fees2011-08-31$4,527
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31JONES, MARESCA & MCQUADE, P.A.
Accountancy firm EIN2011-08-31521853933
2010 : PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-08-31$0
Total income from all sources (including contributions)2010-08-31$500,769
Total loss/gain on sale of assets2010-08-31$0
Total of all expenses incurred2010-08-31$233,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-08-31$228,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-08-31$424,488
Value of total assets at end of year2010-08-31$1,890,581
Value of total assets at beginning of year2010-08-31$1,623,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-08-31$5,824
Total interest from all sources2010-08-31$26,569
Total dividends received (eg from common stock, registered investment company shares)2010-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-08-31No
Was this plan covered by a fidelity bond2010-08-31Yes
Value of fidelity bond cover2010-08-31$190,000
If this is an individual account plan, was there a blackout period2010-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0
Were there any nonexempt tranactions with any party-in-interest2010-08-31No
Contributions received from participants2010-08-31$168,156
Participant contributions at end of year2010-08-31$110,112
Participant contributions at beginning of year2010-08-31$78,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-08-31No
Value of net income/loss2010-08-31$266,932
Value of net assets at end of year (total assets less liabilities)2010-08-31$1,890,581
Value of net assets at beginning of year (total assets less liabilities)2010-08-31$1,623,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-08-31No
Were any leases to which the plan was party in default or uncollectible2010-08-31No
Value of interest in pooled separate accounts at end of year2010-08-31$1,062,972
Value of interest in pooled separate accounts at beginning of year2010-08-31$956,772
Interest earned on other investments2010-08-31$26,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-08-31$717,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-08-31$588,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-08-31$49,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-08-31No
Was there a failure to transmit to the plan any participant contributions2010-08-31Yes
Has the plan failed to provide any benefit when due under the plan2010-08-31No
Contributions received in cash from employer2010-08-31$256,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-08-31$228,013
Contract administrator fees2010-08-31$5,824
Did the plan have assets held for investment2010-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-08-31Yes
Opinion of an independent qualified public accountant for this plan2010-08-31Disclaimer
Accountancy firm name2010-08-31JONES, MARESCA & MCQUADE, P.A.
Accountancy firm EIN2010-08-31521853933

Form 5500 Responses for PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN

2021: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan benefit arrangement – InsuranceYes
2015: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan benefit arrangement – InsuranceYes
2014: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedYes
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan benefit arrangement – InsuranceYes
2013: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedYes
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan benefit arrangement – InsuranceYes
2012: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedYes
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan benefit arrangement – InsuranceYes
2011: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedYes
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan benefit arrangement – InsuranceYes
2010: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedYes
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan benefit arrangement – InsuranceYes
2009: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedYes
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan benefit arrangement – InsuranceYes
2008: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2008 form 5500 responses
2008-09-01Type of plan entitySingle employer plan
2008-09-01Submission has been amendedYes
2008-09-01This submission is the final filingNo
2008-09-01This return/report is a short plan year return/report (less than 12 months)No
2008-09-01Plan is a collectively bargained planNo
2007: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2007 form 5500 responses
2007-09-01Type of plan entitySingle employer plan
2007-09-01Submission has been amendedYes
2007-09-01This submission is the final filingNo
2007-09-01This return/report is a short plan year return/report (less than 12 months)No
2007-09-01Plan is a collectively bargained planNo
2006: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2006 form 5500 responses
2006-09-01Type of plan entitySingle employer plan
2006-09-01Submission has been amendedYes
2006-09-01This submission is the final filingNo
2006-09-01This return/report is a short plan year return/report (less than 12 months)No
2006-09-01Plan is a collectively bargained planNo
2005: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2005 form 5500 responses
2005-09-01Type of plan entitySingle employer plan
2005-09-01Submission has been amendedYes
2005-09-01This submission is the final filingNo
2005-09-01This return/report is a short plan year return/report (less than 12 months)No
2005-09-01Plan is a collectively bargained planNo
2004: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2004 form 5500 responses
2004-09-01Type of plan entitySingle employer plan
2004-09-01Submission has been amendedYes
2004-09-01This submission is the final filingNo
2004-09-01This return/report is a short plan year return/report (less than 12 months)No
2004-09-01Plan is a collectively bargained planNo
2003: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2003 form 5500 responses
2003-09-01Type of plan entitySingle employer plan
2003-09-01Submission has been amendedYes
2003-09-01This submission is the final filingNo
2003-09-01This return/report is a short plan year return/report (less than 12 months)No
2003-09-01Plan is a collectively bargained planNo
2002: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2002 form 5500 responses
2002-09-01Type of plan entitySingle employer plan
2002-09-01Submission has been amendedYes
2002-09-01This submission is the final filingNo
2002-09-01This return/report is a short plan year return/report (less than 12 months)No
2002-09-01Plan is a collectively bargained planNo
2001: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2001 form 5500 responses
2001-09-01Type of plan entitySingle employer plan
2001-09-01Submission has been amendedYes
2001-09-01This submission is the final filingNo
2001-09-01This return/report is a short plan year return/report (less than 12 months)No
2001-09-01Plan is a collectively bargained planNo
2000: PAUL JUNIOR HIGH PUBLIC CHARTER SCHOOL 403(B) PLAN 2000 form 5500 responses
2000-09-01Type of plan entitySingle employer plan
2000-09-01First time form 5500 has been submittedYes
2000-09-01Submission has been amendedYes
2000-09-01This submission is the final filingNo
2000-09-01This return/report is a short plan year return/report (less than 12 months)No
2000-09-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32093
Policy instance 1
Insurance contract or identification numberCR32093
Number of Individuals Covered355
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $25,799
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $25,799
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32093
Policy instance 1
Insurance contract or identification numberCR32093
Number of Individuals Covered359
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $29,848
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $29,848
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32093
Policy instance 1
Insurance contract or identification numberCR32093
Number of Individuals Covered369
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $31,170
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $31,170
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32093
Policy instance 1
Insurance contract or identification numberCR32093
Number of Individuals Covered347
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $36,584
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $36,584
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32093
Policy instance 1
Insurance contract or identification numberCR32093
Number of Individuals Covered307
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $30,904
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32093
Policy instance 1
Insurance contract or identification numberCR32093
Number of Individuals Covered226
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $29,073
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $29,073
Amount paid for insurance broker fees0
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32093
Policy instance 1
Insurance contract or identification numberCR32093
Number of Individuals Covered212
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $33,179
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $33,179
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32093
Policy instance 1
Insurance contract or identification numberCR32093
Number of Individuals Covered179
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $24,689
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $24,689
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32093
Policy instance 1
Insurance contract or identification numberCR32093
Number of Individuals Covered160
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $21,063
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $21,063
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32093
Policy instance 1
Insurance contract or identification numberCR32093
Number of Individuals Covered149
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $21,681
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $21,681
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32093
Policy instance 1
Insurance contract or identification numberCR32093
Number of Individuals Covered142
Insurance policy start date2009-09-01
Insurance policy end date2010-08-31
Total amount of commissions paid to insurance brokerUSD $15,603
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $15,603
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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