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THE LOVETT SCHOOL RETIREMENT PLAN 401k Plan overview

Plan NameTHE LOVETT SCHOOL RETIREMENT PLAN
Plan identification number 002

THE LOVETT SCHOOL RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

THE LOVETT SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:THE LOVETT SCHOOL
Employer identification number (EIN):580619038
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LOVETT SCHOOL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MEREDYTH COLE MEREDYTH COLE2018-10-11
0022016-01-01WILLIAM PEEBLES WILLIAM PEEBLES2017-09-22
0022015-01-01WILLIAM PEEBLES WILLIAM PEEBLES2016-10-03
0022014-01-01WILLIAM PEEBLES WILLIAM PEEBLES2015-10-09
0022013-01-01WILLIAM PEEBLES WILLIAM PEEBLES2014-10-03
0022012-01-01WILLIAM PEEBLES WILLIAM PEEBLES2013-09-26
0022011-01-01WILLIAM PEEBLES WILLIAM PEEBLES2012-09-28
0022009-01-01
0022009-01-01WILLIAM PEEBLES WILLIAM PEEBLES2010-10-07

Plan Statistics for THE LOVETT SCHOOL RETIREMENT PLAN

401k plan membership statisitcs for THE LOVETT SCHOOL RETIREMENT PLAN

Measure Date Value
2022: THE LOVETT SCHOOL RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,032
Total number of active participants reported on line 7a of the Form 55002022-01-01658
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01384
Total of all active and inactive participants2022-01-011,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0115
Total participants2022-01-011,057
Number of participants with account balances2022-01-011,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE LOVETT SCHOOL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,223
Total number of active participants reported on line 7a of the Form 55002021-01-01637
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01386
Total of all active and inactive participants2021-01-011,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0115
Total participants2021-01-011,038
Number of participants with account balances2021-01-011,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE LOVETT SCHOOL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,208
Total number of active participants reported on line 7a of the Form 55002020-01-01742
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01488
Total of all active and inactive participants2020-01-011,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-011,237
Number of participants with account balances2020-01-011,228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE LOVETT SCHOOL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,188
Total number of active participants reported on line 7a of the Form 55002019-01-01714
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01489
Total of all active and inactive participants2019-01-011,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-011,208
Number of participants with account balances2019-01-011,204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE LOVETT SCHOOL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,144
Total number of active participants reported on line 7a of the Form 55002018-01-01702
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01484
Total of all active and inactive participants2018-01-011,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,188
Number of participants with account balances2018-01-011,184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE LOVETT SCHOOL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,101
Total number of active participants reported on line 7a of the Form 55002017-01-01674
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01469
Total of all active and inactive participants2017-01-011,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,147
Number of participants with account balances2017-01-011,141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE LOVETT SCHOOL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,069
Total number of active participants reported on line 7a of the Form 55002016-01-01653
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01447
Total of all active and inactive participants2016-01-011,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,101
Number of participants with account balances2016-01-011,097
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE LOVETT SCHOOL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,019
Total number of active participants reported on line 7a of the Form 55002015-01-01629
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01439
Total of all active and inactive participants2015-01-011,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,069
Number of participants with account balances2015-01-011,064
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE LOVETT SCHOOL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01975
Total number of active participants reported on line 7a of the Form 55002014-01-01685
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01333
Total of all active and inactive participants2014-01-011,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,019
Number of participants with account balances2014-01-011,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE LOVETT SCHOOL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01855
Total number of active participants reported on line 7a of the Form 55002013-01-01668
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01318
Total of all active and inactive participants2013-01-01986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01988
Number of participants with account balances2013-01-01972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE LOVETT SCHOOL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01825
Total number of active participants reported on line 7a of the Form 55002012-01-01536
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01318
Total of all active and inactive participants2012-01-01854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01855
Number of participants with account balances2012-01-01834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE LOVETT SCHOOL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01794
Total number of active participants reported on line 7a of the Form 55002011-01-01527
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01297
Total of all active and inactive participants2011-01-01824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01826
Number of participants with account balances2011-01-01809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE LOVETT SCHOOL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01730
Total number of active participants reported on line 7a of the Form 55002009-01-01525
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01288
Total of all active and inactive participants2009-01-01813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01813
Number of participants with account balances2009-01-01759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE LOVETT SCHOOL RETIREMENT PLAN

Measure Date Value
2022 : THE LOVETT SCHOOL RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$19,262
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,615,691
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,898,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,829,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,216,972
Value of total assets at end of year2022-12-31$103,102,679
Value of total assets at beginning of year2022-12-31$119,597,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$68,935
Total interest from all sources2022-12-31$722,095
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,600,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,600,815
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,323,235
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$75,995
Other income not declared elsewhere2022-12-31$17,826
Administrative expenses (other) incurred2022-12-31$68,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,513,859
Value of net assets at end of year (total assets less liabilities)2022-12-31$103,102,679
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$119,597,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$80,822,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$97,797,420
Value of interest in pooled separate accounts at end of year2022-12-31$4,129,431
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,864,167
Interest earned on other investments2022-12-31$722,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$18,150,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$17,935,689
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$338,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,488,505
Net investment gain/loss from pooled separate accounts2022-12-31$315,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,817,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,490,943
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CHERRY BEKAERT
Accountancy firm EIN2022-12-31560574444
2021 : THE LOVETT SCHOOL RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$19,847,347
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,733,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,654,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,381,535
Value of total assets at end of year2021-12-31$119,597,276
Value of total assets at beginning of year2021-12-31$107,483,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$78,466
Total interest from all sources2021-12-31$622,202
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,305,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,305,674
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,367,792
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$240,226
Other income not declared elsewhere2021-12-31$26,403
Administrative expenses (other) incurred2021-12-31$78,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,114,189
Value of net assets at end of year (total assets less liabilities)2021-12-31$119,597,276
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$107,483,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$97,797,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$86,105,500
Value of interest in pooled separate accounts at end of year2021-12-31$3,864,167
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,323,970
Interest earned on other investments2021-12-31$622,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$17,935,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$18,053,617
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$863,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,929,470
Net investment gain/loss from pooled separate accounts2021-12-31$582,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,773,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,791,004
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CHERRY BEKAERT
Accountancy firm EIN2021-12-31560574444
2020 : THE LOVETT SCHOOL RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$19,465,718
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,890,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,819,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,770,358
Value of total assets at end of year2020-12-31$107,483,087
Value of total assets at beginning of year2020-12-31$95,907,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$70,735
Total interest from all sources2020-12-31$694,514
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$904,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$904,089
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,483,097
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$470,737
Other income not declared elsewhere2020-12-31$8,157
Administrative expenses (other) incurred2020-12-31$70,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,575,246
Value of net assets at end of year (total assets less liabilities)2020-12-31$107,483,087
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$95,907,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$86,105,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$74,815,842
Value of interest in pooled separate accounts at end of year2020-12-31$3,323,970
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,464,349
Interest earned on other investments2020-12-31$694,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$18,053,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$17,627,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,118,272
Net investment gain/loss from pooled separate accounts2020-12-31$-29,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,816,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,819,737
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CHERRY BEKAERT
Accountancy firm EIN2020-12-31560574444
2019 : THE LOVETT SCHOOL RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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$22,980,288
Total income from all sources (including contributions)2019-12-31$22,980,288
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,115,160
Total of all expenses incurred2019-12-31$12,115,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,067,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,067,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,864,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,864,709
Value of total assets at end of year2019-12-31$95,907,841
Value of total assets at end of year2019-12-31$95,907,841
Value of total assets at beginning of year2019-12-31$85,042,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,165
Total interest from all sources2019-12-31$687,028
Total interest from all sources2019-12-31$687,028
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,019,288
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,019,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,019,288
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,019,288
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,498,621
Contributions received from participants2019-12-31$2,498,621
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,554,177
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,554,177
Other income not declared elsewhere2019-12-31$6,800
Administrative expenses (other) incurred2019-12-31$47,165
Administrative expenses (other) incurred2019-12-31$47,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,865,128
Value of net income/loss2019-12-31$10,865,128
Value of net assets at end of year (total assets less liabilities)2019-12-31$95,907,841
Value of net assets at end of year (total assets less liabilities)2019-12-31$95,907,841
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$85,042,713
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$85,042,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$74,815,842
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$74,815,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$63,218,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$63,218,121
Value of interest in pooled separate accounts at end of year2019-12-31$3,464,349
Value of interest in pooled separate accounts at end of year2019-12-31$3,464,349
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,239,753
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,239,753
Interest earned on other investments2019-12-31$687,028
Interest earned on other investments2019-12-31$687,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$17,627,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$17,627,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,584,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,584,839
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$477,091
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$477,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,190,292
Net investment gain/loss from pooled separate accounts2019-12-31$212,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,811,911
Contributions received in cash from employer2019-12-31$2,811,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,590,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,590,904
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JONES AND KOLB
Accountancy firm EIN2019-12-31581763570
2018 : THE LOVETT SCHOOL RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$872,427
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,773,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,773,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,495,173
Value of total assets at end of year2018-12-31$85,042,713
Value of total assets at beginning of year2018-12-31$87,943,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$684,119
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,241,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,241,313
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,542,330
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$127,584
Other income not declared elsewhere2018-12-31$31,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,901,051
Value of net assets at end of year (total assets less liabilities)2018-12-31$85,042,713
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$87,943,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$63,218,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$68,747,720
Value of interest in pooled separate accounts at end of year2018-12-31$4,239,753
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,978,154
Interest earned on other investments2018-12-31$684,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$17,584,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$16,217,890
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$452,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,725,487
Net investment gain/loss from pooled separate accounts2018-12-31$145,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,825,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,320,589
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JONES AND KOLB
Accountancy firm EIN2018-12-31581763570
2017 : THE LOVETT SCHOOL RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$18,023,760
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,572,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,572,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,644,429
Value of total assets at end of year2017-12-31$87,943,764
Value of total assets at beginning of year2017-12-31$75,492,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$637,595
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,523,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,523,076
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,479,983
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$436,228
Other income not declared elsewhere2017-12-31$13,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,451,704
Value of net assets at end of year (total assets less liabilities)2017-12-31$87,943,764
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$75,492,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$68,747,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$56,587,929
Value of interest in pooled separate accounts at end of year2017-12-31$2,978,154
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,839,995
Interest earned on other investments2017-12-31$637,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$16,217,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$16,064,136
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$277,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,082,380
Net investment gain/loss from pooled separate accounts2017-12-31$122,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,728,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,294,192
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JONES AND KOLB
Accountancy firm EIN2017-12-31581763570
2016 : THE LOVETT SCHOOL RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$10,295,896
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,511,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,511,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,398,365
Value of total assets at end of year2016-12-31$75,492,060
Value of total assets at beginning of year2016-12-31$71,708,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$679,830
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$926,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$926,930
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,396,225
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$385,884
Other income not declared elsewhere2016-12-31$10,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,783,980
Value of net assets at end of year (total assets less liabilities)2016-12-31$75,492,060
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$71,708,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$56,587,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$53,227,284
Value of interest in pooled separate accounts at end of year2016-12-31$2,839,995
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,805,289
Interest earned on other investments2016-12-31$679,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$16,064,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$15,675,507
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$355,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,137,242
Net investment gain/loss from pooled separate accounts2016-12-31$142,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,616,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,156,178
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JONES AND KOLB
Accountancy firm EIN2016-12-31581763570
2015 : THE LOVETT SCHOOL RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$6,046,027
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,134,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,134,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,180,404
Value of total assets at end of year2015-12-31$71,708,080
Value of total assets at beginning of year2015-12-31$70,796,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$615,180
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,196,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,196,527
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,366,020
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$256,263
Other income not declared elsewhere2015-12-31$21,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$911,337
Value of net assets at end of year (total assets less liabilities)2015-12-31$71,708,080
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$70,796,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$53,227,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$53,359,082
Value of interest in pooled separate accounts at end of year2015-12-31$2,805,289
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,471,437
Interest earned on other investments2015-12-31$615,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$15,675,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$14,966,224
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$113,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,174,585
Net investment gain/loss from pooled separate accounts2015-12-31$206,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,558,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,020,981
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JONES AND KOLB
Accountancy firm EIN2015-12-31581763570
2014 : THE LOVETT SCHOOL RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$8,950,520
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,795,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,795,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,888,431
Value of total assets at end of year2014-12-31$70,796,743
Value of total assets at beginning of year2014-12-31$65,641,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$617,209
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,079,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,079,778
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,262,690
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$166,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,154,993
Value of net assets at end of year (total assets less liabilities)2014-12-31$70,796,743
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$65,641,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$53,359,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$48,834,169
Value of interest in pooled separate accounts at end of year2014-12-31$2,471,437
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,134,344
Interest earned on other investments2014-12-31$617,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$14,966,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$14,673,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,094,887
Net investment gain/loss from pooled separate accounts2014-12-31$270,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,459,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,795,527
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JONES AND KOLB
Accountancy firm EIN2014-12-31581763570
2013 : THE LOVETT SCHOOL RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$14,398,407
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,167,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,167,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,704,084
Value of total assets at end of year2013-12-31$65,641,750
Value of total assets at beginning of year2013-12-31$53,410,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$589,682
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$805,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$805,862
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,172,346
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$213,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$12,230,978
Value of net assets at end of year (total assets less liabilities)2013-12-31$65,641,750
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$53,410,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$48,834,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$37,451,316
Value of interest in pooled separate accounts at end of year2013-12-31$2,134,344
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,826,510
Interest earned on other investments2013-12-31$589,682
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$14,673,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$14,067,925
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$17,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,112,658
Net investment gain/loss from pooled separate accounts2013-12-31$186,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,317,806
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$65,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,149,565
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JONES AND KOLB
Accountancy firm EIN2013-12-31581763570
2012 : THE LOVETT SCHOOL RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$9,448,860
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,315,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,315,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,047,630
Value of total assets at end of year2012-12-31$53,410,772
Value of total assets at beginning of year2012-12-31$46,277,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$557,021
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$330,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$330,962
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,967,750
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$84,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,132,882
Value of net assets at end of year (total assets less liabilities)2012-12-31$53,410,772
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$46,277,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$37,451,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$31,028,341
Value of interest in pooled separate accounts at end of year2012-12-31$1,826,510
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,551,898
Interest earned on other investments2012-12-31$557,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$14,067,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$13,697,651
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$310,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,351,319
Net investment gain/loss from pooled separate accounts2012-12-31$161,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,995,870
Employer contributions (assets) at end of year2012-12-31$65,021
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,005,348
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JONES AND KOLB
Accountancy firm EIN2012-12-31581763570
2011 : THE LOVETT SCHOOL RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,752,085
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,417,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,417,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,809,601
Value of total assets at end of year2011-12-31$46,277,890
Value of total assets at beginning of year2011-12-31$44,943,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$415
Total interest from all sources2011-12-31$541,211
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$208,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$208,295
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,924,350
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$49,794
Administrative expenses (other) incurred2011-12-31$415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,334,321
Value of net assets at end of year (total assets less liabilities)2011-12-31$46,277,890
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$44,943,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$31,028,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$30,908,817
Value of interest in pooled separate accounts at end of year2011-12-31$1,551,898
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,293,030
Interest earned on other investments2011-12-31$541,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$13,697,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$12,741,722
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$207,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-981,184
Net investment gain/loss from pooled separate accounts2011-12-31$174,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,835,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,209,608
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JONES AND KOLB
Accountancy firm EIN2011-12-31581763570
2010 : THE LOVETT SCHOOL RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,973,198
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,470,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,470,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,709,724
Value of total assets at end of year2010-12-31$44,943,569
Value of total assets at beginning of year2010-12-31$38,441,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$478,931
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$79,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$79,190
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,906,100
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$20,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,502,324
Value of net assets at end of year (total assets less liabilities)2010-12-31$44,943,569
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$38,441,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$30,908,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$25,332,122
Value of interest in pooled separate accounts at end of year2010-12-31$1,293,030
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,000,164
Interest earned on other investments2010-12-31$478,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$12,741,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$12,108,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,558,196
Net investment gain/loss from pooled separate accounts2010-12-31$147,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,782,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,470,874
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JONES AND KOLB
Accountancy firm EIN2010-12-31581763570
2009 : THE LOVETT SCHOOL RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE LOVETT SCHOOL RETIREMENT PLAN

2022: THE LOVETT SCHOOL RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE LOVETT SCHOOL RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE LOVETT SCHOOL RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE LOVETT SCHOOL RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE LOVETT SCHOOL RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE LOVETT SCHOOL RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE LOVETT SCHOOL RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE LOVETT SCHOOL RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE LOVETT SCHOOL RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE LOVETT SCHOOL RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE LOVETT SCHOOL RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE LOVETT SCHOOL RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE LOVETT SCHOOL RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104544
Policy instance 1
Insurance contract or identification number104544
Number of Individuals Covered500
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104544
Policy instance 1
Insurance contract or identification number104544
Number of Individuals Covered499
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104544
Policy instance 1
Insurance contract or identification number104544
Number of Individuals Covered517
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104544
Policy instance 1
Insurance contract or identification number104544
Number of Individuals Covered523
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104544
Policy instance 1
Insurance contract or identification number104544
Number of Individuals Covered544
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104544
Policy instance 1
Insurance contract or identification number104544
Number of Individuals Covered542
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104544
Policy instance 1
Insurance contract or identification number104544
Number of Individuals Covered569
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104544
Policy instance 1
Insurance contract or identification number104544
Number of Individuals Covered576
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104544
Policy instance 1
Insurance contract or identification number104544
Number of Individuals Covered584
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104544
Policy instance 1
Insurance contract or identification number104544
Number of Individuals Covered834
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104544
Policy instance 1
Insurance contract or identification number104544
Number of Individuals Covered809
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104544
Policy instance 1
Insurance contract or identification number104544
Number of Individuals Covered782
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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