401k Plan data: SUGAR CREEK CHARTER SCHOOL 403(B) PLAN plan

SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 401k Plan overview

Plan Name	SUGAR CREEK CHARTER SCHOOL 403(B) PLAN
Plan identification number	001

SUGAR CREEK CHARTER SCHOOL 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

SUGAR CREEK CHARTER SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: SUGAR CREEK CHARTER SCHOOL

Employer identification number (EIN): 562077708

NAIC Classification: 424990
NAIC Description: Other Miscellaneous Nondurable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUGAR CREEK CHARTER SCHOOL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CHERYL TURNER 2023-10-12 CHERYL TURNER 2023-10-12
001 2021-01-01 CHERYL TURNER 2022-10-18 CHERYL TURNER 2022-10-18
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CHERYL TURNER
001 2017-01-01 CHERYL TURNER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CHERYL TURNER	2023-10-12	CHERYL TURNER	2023-10-12
001	2021-01-01	CHERYL TURNER	2022-10-18	CHERYL TURNER	2022-10-18
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	CHERYL TURNER
001	2017-01-01	CHERYL TURNER

Plan Statistics for SUGAR CREEK CHARTER SCHOOL 403(B) PLAN

401k plan membership statisitcs for SUGAR CREEK CHARTER SCHOOL 403(B) PLAN

Measure Date Value
2022: SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 330
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 260
Number of other retired or separated participants entitled to future benefits 2022-01-01 37
Total of all active and inactive participants 2022-01-01 297
Total participants 2022-01-01 297
Number of participants with account balances 2022-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 308
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 22
Total of all active and inactive participants 2021-01-01 330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 330
Number of participants with account balances 2021-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 293
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 281
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 26
Total of all active and inactive participants 2020-01-01 307
Total participants 2020-01-01 307
Number of participants with account balances 2020-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 283
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 264
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 29
Total of all active and inactive participants 2019-01-01 293
Total participants 2019-01-01 293
Number of participants with account balances 2019-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 253
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 25
Total of all active and inactive participants 2018-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 279
Number of participants with account balances 2018-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 131
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 0
Total of all active and inactive participants 2017-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 131
Number of participants with account balances 2017-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	330
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	260
Number of other retired or separated participants entitled to future benefits	2022-01-01	37
Total of all active and inactive participants	2022-01-01	297
Total participants	2022-01-01	297
Number of participants with account balances	2022-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	308
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	22
Total of all active and inactive participants	2021-01-01	330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	330
Number of participants with account balances	2021-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	293
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	281
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	26
Total of all active and inactive participants	2020-01-01	307
Total participants	2020-01-01	307
Number of participants with account balances	2020-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	283
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	264
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	29
Total of all active and inactive participants	2019-01-01	293
Total participants	2019-01-01	293
Number of participants with account balances	2019-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	253
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	25
Total of all active and inactive participants	2018-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	279
Number of participants with account balances	2018-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	131
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	0
Total of all active and inactive participants	2017-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	131
Number of participants with account balances	2017-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on SUGAR CREEK CHARTER SCHOOL 403(B) PLAN

Measure	Date	Value
2022 : SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$5,172
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$2,172
Total income from all sources (including contributions)	2022-12-31	$-151,268
Total of all expenses incurred	2022-12-31	$213,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$178,876
Expenses. Certain deemed distributions of participant loans	2022-12-31	$1,735
Value of total corrective distributions	2022-12-31	$1,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$321,682
Value of total assets at end of year	2022-12-31	$2,482,753
Value of total assets at beginning of year	2022-12-31	$2,844,480
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$31,792
Total interest from all sources	2022-12-31	$1,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$275,000
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	$220,825
Participant contributions at end of year	2022-12-31	$28,313
Participant contributions at beginning of year	2022-12-31	$43,523
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$5,172
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$2,172
Other income not declared elsewhere	2022-12-31	$-474,734
Administrative expenses (other) incurred	2022-12-31	$31,792
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
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-364,727
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,477,581
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,842,308
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	$2,402,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,748,299
Interest on participant loans	2022-12-31	$1,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$52,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$52,614
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	$100,857
Employer contributions (assets) at end of year	2022-12-31	$44
Employer contributions (assets) at beginning of year	2022-12-31	$44
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$178,876
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	SMITH LEONARD PLLC
Accountancy firm EIN	2022-12-31	205907591
2021 : SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2021 401k financial data
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$2,172
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$204
Total income from all sources (including contributions)	2021-12-31	$656,312
Total of all expenses incurred	2021-12-31	$219,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$183,453
Expenses. Certain deemed distributions of participant loans	2021-12-31	$2,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$287,429
Value of total assets at end of year	2021-12-31	$2,844,480
Value of total assets at beginning of year	2021-12-31	$2,405,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$33,838
Total interest from all sources	2021-12-31	$2,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$275,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$211,022
Participant contributions at end of year	2021-12-31	$43,523
Participant contributions at beginning of year	2021-12-31	$54,933
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$2,172
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$204
Administrative expenses (other) incurred	2021-12-31	$33,838
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
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$436,781
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,842,308
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,405,527
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	$2,748,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,297,448
Interest on participant loans	2021-12-31	$2,533
Income. Interest from US Government securities	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$52,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$53,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$366,350
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	$76,407
Employer contributions (assets) at end of year	2021-12-31	$44
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$183,453
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	SMITH LEONARD PLLC
Accountancy firm EIN	2021-12-31	205907591
2020 : SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$204
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$19
Total income from all sources (including contributions)	2020-12-31	$663,671
Total of all expenses incurred	2020-12-31	$269,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$242,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$319,450
Value of total assets at end of year	2020-12-31	$2,405,731
Value of total assets at beginning of year	2020-12-31	$2,011,644
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$27,318
Total interest from all sources	2020-12-31	$3,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$250,000
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	$11
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$206,336
Participant contributions at end of year	2020-12-31	$54,933
Participant contributions at beginning of year	2020-12-31	$64,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$204
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$19
Administrative expenses (other) incurred	2020-12-31	$27,318
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	$393,902
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,405,527
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,011,625
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	$2,297,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,947,644
Interest on participant loans	2020-12-31	$3,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$53,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$340,838
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	$113,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$242,451
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
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	Unqualified
Accountancy firm name	2020-12-31	SMITH LEONARD PLLC
Accountancy firm EIN	2020-12-31	205907591
2019 : SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$19
Total income from all sources (including contributions)	2019-12-31	$642,750
Total of all expenses incurred	2019-12-31	$125,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$93,806
Expenses. Certain deemed distributions of participant loans	2019-12-31	$5,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$307,682
Value of total assets at end of year	2019-12-31	$2,011,644
Value of total assets at beginning of year	2019-12-31	$1,493,987
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,645
Total interest from all sources	2019-12-31	$4,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$175,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$197,232
Participant contributions at end of year	2019-12-31	$64,000
Participant contributions at beginning of year	2019-12-31	$74,572
Participant contributions at beginning of year	2019-12-31	$26
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$19
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	$517,638
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,011,625
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,493,987
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	$1,947,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,419,389
Interest on participant loans	2019-12-31	$4,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$331,007
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	$110,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$93,806
Contract administrator fees	2019-12-31	$25,645
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
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	SMITH LEONARD PLLC
Accountancy firm EIN	2019-12-31	205907591
2018 : SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$254,600
Total of all expenses incurred	2018-12-31	$245,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$211,265
Expenses. Certain deemed distributions of participant loans	2018-12-31	$10,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$317,687
Value of total assets at end of year	2018-12-31	$1,493,987
Value of total assets at beginning of year	2018-12-31	$1,484,893
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$24,204
Total interest from all sources	2018-12-31	$3,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$175,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$198,853
Participant contributions at end of year	2018-12-31	$74,572
Participant contributions at beginning of year	2018-12-31	$49,786
Participant contributions at end of year	2018-12-31	$26
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$9,094
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,493,987
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,484,893
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	$1,419,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,435,107
Interest on participant loans	2018-12-31	$3,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-66,678
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	$118,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$211,265
Contract administrator fees	2018-12-31	$24,204
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	SMITH LEONARD PLLC
Accountancy firm EIN	2018-12-31	205907591
2017 : SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$718,414
Total of all expenses incurred	2017-12-31	$40,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$40,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$479,294
Value of total assets at end of year	2017-12-31	$1,614,864
Value of total assets at beginning of year	2017-12-31	$937,171
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,823
Total interest from all sources	2017-12-31	$2,497
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$236,623
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	$236,623
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$200,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$298,410
Participant contributions at end of year	2017-12-31	$49,786
Participant contributions at beginning of year	2017-12-31	$35,990
Participant contributions at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$677,693
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,614,864
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$937,171
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	$1,614,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$937,171
Interest on participant loans	2017-12-31	$2,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$209,833
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	$180,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$40,721
Contract administrator fees	2017-12-31	$19,823
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
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	SMITH LEONARD
Accountancy firm EIN	2017-12-31	205907591

Form 5500 Responses for SUGAR CREEK CHARTER SCHOOL 403(B) PLAN

2022: SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: SUGAR CREEK CHARTER SCHOOL 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

Policy instance

Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

Policy instance

Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Commission paid to Insurance Broker	USD $257
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

Policy instance

Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $355
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $355
Insurance broker organization code?	7

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Company Name:	SUGAR CREEK CHARTER SCHOOL
Employer identification number (EIN):	562077708
NAIC Classification:	424990
NAIC Description:	Other Miscellaneous Nondurable Goods Merchant Wholesalers