401k Plan data: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN plan

SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 401k Plan overview

Plan Name	SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN
Plan identification number	001

SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

SIDWELL FRIENDS SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: SIDWELL FRIENDS SCHOOL

Employer identification number (EIN): 530196519

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 COURTNEY PETERSON COURTNEY PETERSON 2018-10-12
001 2016-01-01 COURTNEY PETERSON COURTNEY PETERSON 2017-10-13
001 2015-01-01 COURTNEY PETERSON COURTNEY PETERSON 2016-10-17
001 2014-01-01 COURTNEY PETERSON COURTNEY PETERSON 2015-10-15
001 2013-07-01 COURTNEY PETERSON COURTNEY PETERSON 2014-10-15
001 2012-07-01 COURTNEY PETERSON COURTNEY PETERSON 2014-04-08
001 2011-07-01 COURTNEY PETERSON COURTNEY PETERSON 2013-06-01
001 2009-07-01 COURTNEY PETERSON COURTNEY PETERSON 2011-04-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	COURTNEY PETERSON	COURTNEY PETERSON	2018-10-12
001	2016-01-01	COURTNEY PETERSON	COURTNEY PETERSON	2017-10-13
001	2015-01-01	COURTNEY PETERSON	COURTNEY PETERSON	2016-10-17
001	2014-01-01	COURTNEY PETERSON	COURTNEY PETERSON	2015-10-15
001	2013-07-01	COURTNEY PETERSON	COURTNEY PETERSON	2014-10-15
001	2012-07-01	COURTNEY PETERSON	COURTNEY PETERSON	2014-04-08
001	2011-07-01	COURTNEY PETERSON	COURTNEY PETERSON	2013-06-01
001	2009-07-01	COURTNEY PETERSON	COURTNEY PETERSON	2011-04-15

Plan Statistics for SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN

401k plan membership statisitcs for SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN

Measure Date Value
2022: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 707
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 270
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 460
Total of all active and inactive participants 2022-01-01 730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 12
Total participants 2022-01-01 742
Number of participants with account balances 2022-01-01 730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 695
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 285
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 419
Total of all active and inactive participants 2021-01-01 704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 13
Total participants 2021-01-01 717
Number of participants with account balances 2021-01-01 703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 683
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 296
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 403
Total of all active and inactive participants 2020-01-01 699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 701
Number of participants with account balances 2020-01-01 691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 673
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 265
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 417
Total of all active and inactive participants 2019-01-01 682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 683
Number of participants with account balances 2019-01-01 675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 667
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 262
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 410
Total of all active and inactive participants 2018-01-01 672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 673
Number of participants with account balances 2018-01-01 668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 656
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 265
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 402
Total of all active and inactive participants 2017-01-01 667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 668
Number of participants with account balances 2017-01-01 660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 643
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 272
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 384
Total of all active and inactive participants 2016-01-01 656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 657
Number of participants with account balances 2016-01-01 651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 624
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 263
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 379
Total of all active and inactive participants 2015-01-01 642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 643
Number of participants with account balances 2015-01-01 639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 614
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 238
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 385
Total of all active and inactive participants 2014-01-01 623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 624
Number of participants with account balances 2014-01-01 622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 598
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 240
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 378
Total of all active and inactive participants 2013-07-01 618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 619
Number of participants with account balances 2013-07-01 614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 594
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 240
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 356
Total of all active and inactive participants 2012-07-01 596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 1
Total participants 2012-07-01 597
Number of participants with account balances 2012-07-01 592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 588
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 243
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 349
Total of all active and inactive participants 2011-07-01 592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 2
Total participants 2011-07-01 594
Number of participants with account balances 2011-07-01 588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 619
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 515
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 55
Total of all active and inactive participants 2009-07-01 570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 1
Total participants 2009-07-01 571
Number of participants with account balances 2009-07-01 571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2022: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	707
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	270
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	460
Total of all active and inactive participants	2022-01-01	730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	12
Total participants	2022-01-01	742
Number of participants with account balances	2022-01-01	730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	695
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	285
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	419
Total of all active and inactive participants	2021-01-01	704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	13
Total participants	2021-01-01	717
Number of participants with account balances	2021-01-01	703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	683
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	296
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	403
Total of all active and inactive participants	2020-01-01	699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	701
Number of participants with account balances	2020-01-01	691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	673
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	265
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	417
Total of all active and inactive participants	2019-01-01	682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	683
Number of participants with account balances	2019-01-01	675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	667
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	262
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	410
Total of all active and inactive participants	2018-01-01	672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	673
Number of participants with account balances	2018-01-01	668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	656
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	265
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	402
Total of all active and inactive participants	2017-01-01	667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	668
Number of participants with account balances	2017-01-01	660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	643
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	272
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	384
Total of all active and inactive participants	2016-01-01	656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	657
Number of participants with account balances	2016-01-01	651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	624
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	263
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	379
Total of all active and inactive participants	2015-01-01	642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	643
Number of participants with account balances	2015-01-01	639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	614
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	238
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	385
Total of all active and inactive participants	2014-01-01	623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	624
Number of participants with account balances	2014-01-01	622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	598
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	240
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	378
Total of all active and inactive participants	2013-07-01	618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	619
Number of participants with account balances	2013-07-01	614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	594
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	240
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	356
Total of all active and inactive participants	2012-07-01	596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	1
Total participants	2012-07-01	597
Number of participants with account balances	2012-07-01	592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	588
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	243
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	349
Total of all active and inactive participants	2011-07-01	592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	2
Total participants	2011-07-01	594
Number of participants with account balances	2011-07-01	588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	619
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	515
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	55
Total of all active and inactive participants	2009-07-01	570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	1
Total participants	2009-07-01	571
Number of participants with account balances	2009-07-01	571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN

Measure	Date	Value
2022 : SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$1,034
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$1,034
Total income from all sources (including contributions)	2022-12-31	$-6,561,804
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$5,366,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,330,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,423,164
Value of total assets at end of year	2022-12-31	$69,689,255
Value of total assets at beginning of year	2022-12-31	$81,617,733
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$36,230
Total interest from all sources	2022-12-31	$768,778
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,104,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,104,688
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$668,582
Participant contributions at end of year	2022-12-31	$176,308
Participant contributions at beginning of year	2022-12-31	$47,015
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$82,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$1,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$1,034
Other income not declared elsewhere	2022-12-31	$32,951
Administrative expenses (other) incurred	2022-12-31	$36,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-11,928,478
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$69,688,221
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$81,616,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$47,153,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$58,267,257
Value of interest in pooled separate accounts at end of year	2022-12-31	$4,561,761
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$4,433,958
Interest on participant loans	2022-12-31	$4,543
Interest earned on other investments	2022-12-31	$764,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$17,797,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$18,869,503
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$373,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-11,260,940
Net investment gain/loss from pooled separate accounts	2022-12-31	$369,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,672,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,957,281
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	DAVIDSON, DOYLE & HILTON LLP
Accountancy firm EIN	2022-12-31	541953476
2021 : SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,034
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,034
Total income from all sources (including contributions)	2021-12-31	$12,153,586
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,883,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,845,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,538,247
Value of total assets at end of year	2021-12-31	$81,617,733
Value of total assets at beginning of year	2021-12-31	$74,347,593
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$37,471
Total interest from all sources	2021-12-31	$693,818
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$920,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$920,257
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$677,787
Participant contributions at end of year	2021-12-31	$47,015
Participant contributions at beginning of year	2021-12-31	$37,144
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$149,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$1,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$1,034
Other income not declared elsewhere	2021-12-31	$39,345
Administrative expenses (other) incurred	2021-12-31	$37,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$7,270,140
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$81,616,699
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$74,346,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$58,267,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$50,708,768
Value of interest in pooled separate accounts at end of year	2021-12-31	$4,433,958
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,721,128
Interest on participant loans	2021-12-31	$2,367
Interest earned on other investments	2021-12-31	$691,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$18,869,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$19,880,553
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$1,270,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$7,287,295
Net investment gain/loss from pooled separate accounts	2021-12-31	$674,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,711,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,575,183
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	DAVIDSON, DOYLE & HILTON LLP
Accountancy firm EIN	2021-12-31	541953476
2020 : SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$66,371
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,034
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,034
Total income from all sources (including contributions)	2020-12-31	$10,047,723
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,254,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,229,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,338,551
Value of total assets at end of year	2020-12-31	$74,347,593
Value of total assets at beginning of year	2020-12-31	$68,488,290
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$25,294
Total interest from all sources	2020-12-31	$772,033
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$584,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$584,937
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$648,350
Participant contributions at end of year	2020-12-31	$37,144
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$57,782
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$1,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$1,034
Other income not declared elsewhere	2020-12-31	$35,523
Administrative expenses (other) incurred	2020-12-31	$25,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,792,932
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$74,346,559
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$68,487,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$50,708,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$44,944,101
Value of interest in pooled separate accounts at end of year	2020-12-31	$3,721,128
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,925,463
Interest on participant loans	2020-12-31	$122
Interest earned on other investments	2020-12-31	$771,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$19,880,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$19,618,726
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$32,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$6,349,329
Net investment gain/loss from pooled separate accounts	2020-12-31	$-32,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,632,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,197,090
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DAVIDSON, DOYLE & HILTON LLP
Accountancy firm EIN	2020-12-31	541953476
2019 : SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,034
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$12,618,681
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,172,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,169,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,028,539
Value of total assets at end of year	2019-12-31	$68,488,290
Value of total assets at beginning of year	2019-12-31	$59,041,041
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,746
Total interest from all sources	2019-12-31	$774,154
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$589,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$589,451
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$605,969
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$863,384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$1,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$11,412
Administrative expenses (other) incurred	2019-12-31	$2,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$9,446,215
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$68,487,256
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$59,041,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$44,944,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$36,118,672
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,925,463
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,449,438
Interest earned on other investments	2019-12-31	$774,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$19,618,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$19,472,931
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$765,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,015,204
Net investment gain/loss from pooled separate accounts	2019-12-31	$199,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,559,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,404,442
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DAVIDSON, DOYLE & HILTON LLP
Accountancy firm EIN	2019-12-31	541953476
2018 : SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$989,005
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,181,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,181,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,212,670
Value of total assets at end of year	2018-12-31	$59,041,041
Value of total assets at beginning of year	2018-12-31	$62,233,935
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$809,980
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$729,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$729,295
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$597,956
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$23,933
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,081,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-3,192,894
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$59,041,041
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$62,233,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$36,118,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$39,793,409
Value of interest in pooled separate accounts at end of year	2018-12-31	$3,449,438
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,284,879
Interest earned on other investments	2018-12-31	$809,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$19,472,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$19,069,588
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$300,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,917,599
Net investment gain/loss from pooled separate accounts	2018-12-31	$154,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,533,300
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$62,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,881,899
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KEITH LINDAHL CPA PLLC
Accountancy firm EIN	2018-12-31	208898964
2017 : SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$9,692,796
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,896,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,896,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,070,036
Value of total assets at end of year	2017-12-31	$62,233,935
Value of total assets at beginning of year	2017-12-31	$56,437,596
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$773,725
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$502,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$502,977
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$570,449
Participant contributions at end of year	2017-12-31	$23,933
Participant contributions at beginning of year	2017-12-31	$23,028
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$26,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,796,339
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$62,233,935
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$56,437,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$39,793,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$33,612,784
Value of interest in pooled separate accounts at end of year	2017-12-31	$3,284,879
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$3,538,000
Interest earned on other investments	2017-12-31	$773,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$19,069,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$19,203,798
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$748,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,198,672
Net investment gain/loss from pooled separate accounts	2017-12-31	$147,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,473,531
Employer contributions (assets) at end of year	2017-12-31	$62,126
Employer contributions (assets) at beginning of year	2017-12-31	$59,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,147,701
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KEITH LINDAHL CPA PLLC
Accountancy firm EIN	2017-12-31	208898964
2016 : SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$5,572,857
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,262,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,262,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,101,102
Value of total assets at end of year	2016-12-31	$56,437,596
Value of total assets at beginning of year	2016-12-31	$54,127,144
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$832,517
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$323,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$323,032
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$562,378
Participant contributions at end of year	2016-12-31	$23,028
Participant contributions at beginning of year	2016-12-31	$23,525
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$79,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,310,452
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$56,437,596
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$54,127,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$33,612,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$32,232,987
Value of interest in pooled separate accounts at end of year	2016-12-31	$3,538,000
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,307,242
Interest earned on other investments	2016-12-31	$832,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$19,203,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$18,502,077
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$104,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,141,889
Net investment gain/loss from pooled separate accounts	2016-12-31	$174,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,458,954
Employer contributions (assets) at end of year	2016-12-31	$59,986
Employer contributions (assets) at beginning of year	2016-12-31	$61,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,158,153
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	KEITH LINDAHL CPA PLLC
Accountancy firm EIN	2016-12-31	208898964
2015 : SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,862,068
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,219,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,219,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,016,332
Value of total assets at end of year	2015-12-31	$54,127,144
Value of total assets at beginning of year	2015-12-31	$53,484,573
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$757,518
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$428,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$428,245
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$550,981
Participant contributions at end of year	2015-12-31	$23,525
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$19,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$642,571
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$54,127,144
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$53,484,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$32,232,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$32,615,515
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,307,242
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,788,174
Interest earned on other investments	2015-12-31	$757,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$18,502,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$18,080,884
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$65,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-578,691
Net investment gain/loss from pooled separate accounts	2015-12-31	$238,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,445,429
Employer contributions (assets) at end of year	2015-12-31	$61,313
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,153,697
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	KEITH LINDAHL CPA PLLC
Accountancy firm EIN	2015-12-31	208898964
2014 : SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$4,887,527
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$4,090,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,090,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,901,553
Value of total assets at end of year	2014-12-31	$53,484,573
Value of total assets at beginning of year	2014-12-31	$52,687,355
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$777,160
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$350,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$350,791
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$520,103
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$20,572
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$9,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$797,218
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$53,484,573
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$52,687,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$32,615,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$32,015,360
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,788,174
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,337,350
Interest earned on other investments	2014-12-31	$777,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$18,080,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$18,259,621
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$1,008,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,556,737
Net investment gain/loss from pooled separate accounts	2014-12-31	$301,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,372,232
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$54,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,082,179
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KEITH LINDAHL CPA PLLC
Accountancy firm EIN	2014-12-31	208898964
2013 : SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$5,638,768
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,256,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,256,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$938,763
Value of total assets at end of year	2013-12-31	$52,687,355
Value of total assets at beginning of year	2013-12-31	$49,304,999
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$380,173
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$259,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$259,274
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$245,449
Participant contributions at end of year	2013-12-31	$20,572
Participant contributions at beginning of year	2013-12-31	$20,032
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$43,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,382,356
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$52,687,355
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$49,304,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$32,015,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$28,976,000
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,337,350
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,255,656
Interest earned on other investments	2013-12-31	$380,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$18,259,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$17,999,624
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$67,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,951,143
Net investment gain/loss from pooled separate accounts	2013-12-31	$109,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$650,094
Employer contributions (assets) at end of year	2013-12-31	$54,452
Employer contributions (assets) at beginning of year	2013-12-31	$53,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,189,055
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LINDAHL ASSOCIATES PLLC
Accountancy firm EIN	2013-12-31	208898964
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$6,650,257
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$2,549,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$2,549,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,839,438
Value of total assets at end of year	2013-06-30	$49,304,999
Value of total assets at beginning of year	2013-06-30	$45,203,998
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$117
Total interest from all sources	2013-06-30	$727,785
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$106,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$106,751
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$489,513
Participant contributions at end of year	2013-06-30	$20,032
Participant contributions at beginning of year	2013-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$37,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$4,101,001
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$49,304,999
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$45,203,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$28,976,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$25,155,541
Value of interest in pooled separate accounts at end of year	2013-06-30	$2,255,656
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$2,047,967
Interest earned on other investments	2013-06-30	$727,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$17,999,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$18,000,490
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$591,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$3,798,907
Net investment gain/loss from pooled separate accounts	2013-06-30	$177,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$1,312,700
Employer contributions (assets) at end of year	2013-06-30	$53,687
Employer contributions (assets) at beginning of year	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$1,957,167
Contract administrator fees	2013-06-30	$117
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	LINDAHL ASSOCIATES PLLC
Accountancy firm EIN	2013-06-30	208898964
2012 : SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$2,362,690
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$2,326,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$2,326,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,760,752
Value of total assets at end of year	2012-06-30	$45,203,998
Value of total assets at beginning of year	2012-06-30	$45,167,857
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$0
Total interest from all sources	2012-06-30	$761,960
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$55,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$55,967
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$475,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$36,141
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$45,203,998
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$45,167,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$25,155,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$25,877,281
Value of interest in pooled separate accounts at end of year	2012-06-30	$2,047,967
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$1,905,510
Interest earned on other investments	2012-06-30	$761,960
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$18,000,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$17,385,066
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$161,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-418,157
Net investment gain/loss from pooled separate accounts	2012-06-30	$202,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$1,285,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$2,165,362
Did the plan have assets held for investment	2012-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	LINDAHL ASSOCIATES PLLC
Accountancy firm EIN	2012-06-30	208898964
2011 : SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$8,175,691
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$1,520,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$1,520,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$1,771,515
Value of total assets at end of year	2011-06-30	$45,167,857
Value of total assets at beginning of year	2011-06-30	$38,513,048
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$0
Total interest from all sources	2011-06-30	$671,484
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$24,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$24,740
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$479,365
Participant contributions at end of year	2011-06-30	$0
Participant contributions at beginning of year	2011-06-30	$19,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$6,654,809
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$45,167,857
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$38,513,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$25,877,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$20,298,784
Value of interest in pooled separate accounts at end of year	2011-06-30	$1,905,510
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$1,061,478
Interest earned on other investments	2011-06-30	$671,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$17,385,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$17,081,312
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$185,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$5,441,710
Net investment gain/loss from pooled separate accounts	2011-06-30	$266,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$1,292,150
Employer contributions (assets) at end of year	2011-06-30	$0
Employer contributions (assets) at beginning of year	2011-06-30	$52,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$1,335,218
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	LINDAHL ASSOCIATES PLLC
Accountancy firm EIN	2011-06-30	208898964
2010 : SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN

2022: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	Yes
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION CONTRIBUTION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

104522

Policy instance

Insurance contract or identification number	104522
Number of Individuals Covered	456
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104522

Policy instance

Insurance contract or identification number	104522
Number of Individuals Covered	466
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104522

Policy instance

Insurance contract or identification number	104522
Number of Individuals Covered	475
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104522

Policy instance

Insurance contract or identification number	104522
Number of Individuals Covered	490
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104522

Policy instance

Insurance contract or identification number	104522
Number of Individuals Covered	499
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104522

Policy instance

Insurance contract or identification number	104522
Number of Individuals Covered	503
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104522

Policy instance

Insurance contract or identification number	104522
Number of Individuals Covered	505
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104522

Policy instance

Insurance contract or identification number	104522
Number of Individuals Covered	500
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104522

Policy instance

Insurance contract or identification number	104522
Number of Individuals Covered	509
Insurance policy start date	2013-07-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104522

Policy instance

Insurance contract or identification number	104522
Number of Individuals Covered	592
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104522

Policy instance

Insurance contract or identification number	104522
Number of Individuals Covered	588
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

104522

Policy instance

Insurance contract or identification number	104522
Number of Individuals Covered	581
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SIDWELL FRIENDS SCHOOL
Employer identification number (EIN):	530196519
NAIC Classification:	611000