401k Plan data: HIGH MEADOWS SCHOOL, INC. 403(B) plan

HIGH MEADOWS SCHOOL, INC. 403(B) 401k Plan overview

Plan Name	HIGH MEADOWS SCHOOL, INC. 403(B)
Plan identification number	009

HIGH MEADOWS SCHOOL, INC. 403(B) Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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.

401k Sponsoring company profile

HIGH MEADOWS SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name: HIGH MEADOWS SCHOOL, INC.

Employer identification number (EIN): 581846247

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HIGH MEADOWS SCHOOL, INC. 403(B)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
009 2022-01-01
009 2021-01-01
009 2020-01-01
009 2019-01-01
009 2018-01-01
009 2017-01-01 JANE MURPHY 2018-06-20 JANE MURPHY 2018-06-20
009 2016-01-01 JANE MURPHY 2017-05-08 JANE MURPHY 2017-05-08
009 2015-01-01 JANE MURPHY 2016-04-12 JANE MURPHY 2016-04-12
009 2014-01-01 JANE MURPHY 2015-05-28 JANE MURPHY 2015-05-28
009 2013-01-01 JANE MURPHY 2015-05-28 JANE MURPHY 2015-05-28
009 2012-01-01 JANE MURPHY 2015-05-28 JANE MURPHY 2015-05-28
009 2011-01-01 JANE MURPHY 2015-05-28 JANE MURPHY 2015-05-28
009 2007-01-01 JUANITA MITCHELL
009 2006-01-01 JUANITA MITCHELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
009	2022-01-01
009	2021-01-01
009	2020-01-01
009	2019-01-01
009	2018-01-01
009	2017-01-01	JANE MURPHY	2018-06-20	JANE MURPHY	2018-06-20
009	2016-01-01	JANE MURPHY	2017-05-08	JANE MURPHY	2017-05-08
009	2015-01-01	JANE MURPHY	2016-04-12	JANE MURPHY	2016-04-12
009	2014-01-01	JANE MURPHY	2015-05-28	JANE MURPHY	2015-05-28
009	2013-01-01	JANE MURPHY	2015-05-28	JANE MURPHY	2015-05-28
009	2012-01-01	JANE MURPHY	2015-05-28	JANE MURPHY	2015-05-28
009	2011-01-01	JANE MURPHY	2015-05-28	JANE MURPHY	2015-05-28
009	2007-01-01	JUANITA MITCHELL
009	2006-01-01	JUANITA MITCHELL

Plan Statistics for HIGH MEADOWS SCHOOL, INC. 403(B)

401k plan membership statisitcs for HIGH MEADOWS SCHOOL, INC. 403(B)

Measure Date Value
2022: HIGH MEADOWS SCHOOL, INC. 403(B) 2022 401k membership
Total participants, beginning-of-year 2022-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 48
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 65
Total of all active and inactive participants 2022-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 113
Number of participants with account balances 2022-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: HIGH MEADOWS SCHOOL, INC. 403(B) 2021 401k membership
Total participants, beginning-of-year 2021-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 48
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 67
Total of all active and inactive participants 2021-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 115
Number of participants with account balances 2021-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HIGH MEADOWS SCHOOL, INC. 403(B) 2020 401k membership
Total participants, beginning-of-year 2020-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 59
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 60
Total of all active and inactive participants 2020-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 119
Number of participants with account balances 2020-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HIGH MEADOWS SCHOOL, INC. 403(B) 2019 401k membership
Total participants, beginning-of-year 2019-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 69
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 54
Total of all active and inactive participants 2019-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 123
Number of participants with account balances 2019-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HIGH MEADOWS SCHOOL, INC. 403(B) 2018 401k membership
Total participants, beginning-of-year 2018-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 77
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 48
Total of all active and inactive participants 2018-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 125
Number of participants with account balances 2018-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: HIGH MEADOWS SCHOOL, INC. 403(B) 2022 401k membership
Total participants, beginning-of-year	2022-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	48
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	65
Total of all active and inactive participants	2022-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	113
Number of participants with account balances	2022-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: HIGH MEADOWS SCHOOL, INC. 403(B) 2021 401k membership
Total participants, beginning-of-year	2021-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	48
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	67
Total of all active and inactive participants	2021-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	115
Number of participants with account balances	2021-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HIGH MEADOWS SCHOOL, INC. 403(B) 2020 401k membership
Total participants, beginning-of-year	2020-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	59
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	60
Total of all active and inactive participants	2020-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	119
Number of participants with account balances	2020-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HIGH MEADOWS SCHOOL, INC. 403(B) 2019 401k membership
Total participants, beginning-of-year	2019-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	69
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	54
Total of all active and inactive participants	2019-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	123
Number of participants with account balances	2019-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HIGH MEADOWS SCHOOL, INC. 403(B) 2018 401k membership
Total participants, beginning-of-year	2018-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	77
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	48
Total of all active and inactive participants	2018-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	125
Number of participants with account balances	2018-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on HIGH MEADOWS SCHOOL, INC. 403(B)

Measure	Date	Value
2022 : HIGH MEADOWS SCHOOL, INC. 403(B) 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-1,029,860
Total of all expenses incurred	2022-12-31	$207,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$207,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$301,172
Value of total assets at end of year	2022-12-31	$7,888,826
Value of total assets at beginning of year	2022-12-31	$9,126,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$469
Total interest from all sources	2022-12-31	$44,901
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$71,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$71,148
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$202,555
Participant contributions at end of year	2022-12-31	$10,414
Participant contributions at beginning of year	2022-12-31	$15,891
Participant contributions at end of year	2022-12-31	$8,098
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$670
Other income not declared elsewhere	2022-12-31	$7,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,237,677
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,888,826
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,126,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,408,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,687,449
Value of interest in pooled separate accounts at end of year	2022-12-31	$212,628
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$210,347
Interest on participant loans	2022-12-31	$569
Interest earned on other investments	2022-12-31	$44,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,245,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,212,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,471,483
Net investment gain/loss from pooled separate accounts	2022-12-31	$16,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$97,947
Employer contributions (assets) at end of year	2022-12-31	$3,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$207,348
Contract administrator fees	2022-12-31	$469
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	EC BARRETT, LLC
Accountancy firm EIN	2022-12-31	582248437
2021 : HIGH MEADOWS SCHOOL, INC. 403(B) 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,307,394
Total of all expenses incurred	2021-12-31	$493,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$493,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$250,583
Value of total assets at end of year	2021-12-31	$9,126,503
Value of total assets at beginning of year	2021-12-31	$8,312,470
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$98
Total interest from all sources	2021-12-31	$39,142
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$38,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$38,579
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$210,007
Participant contributions at end of year	2021-12-31	$15,891
Participant contributions at beginning of year	2021-12-31	$15,965
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$814,033
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,126,503
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,312,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,687,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,869,545
Value of interest in pooled separate accounts at end of year	2021-12-31	$210,347
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$189,020
Interest on participant loans	2021-12-31	$765
Interest earned on other investments	2021-12-31	$38,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,212,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,237,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$946,972
Net investment gain/loss from pooled separate accounts	2021-12-31	$32,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$39,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$493,263
Contract administrator fees	2021-12-31	$98
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	AGEEFISHERBARRETT, LLC
Accountancy firm EIN	2021-12-31	582248437
2020 : HIGH MEADOWS SCHOOL, INC. 403(B) 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,521,666
Total of all expenses incurred	2020-12-31	$303,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$303,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$490,108
Value of total assets at end of year	2020-12-31	$8,312,470
Value of total assets at beginning of year	2020-12-31	$7,094,505
Total interest from all sources	2020-12-31	$41,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$266,261
Participant contributions at end of year	2020-12-31	$15,965
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$155,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,217,965
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,312,470
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,094,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,869,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,730,520
Value of interest in pooled separate accounts at end of year	2020-12-31	$189,020
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$176,780
Interest on participant loans	2020-12-31	$219
Interest earned on other investments	2020-12-31	$41,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,237,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,187,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$991,505
Net investment gain/loss from pooled separate accounts	2020-12-31	$-1,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$68,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$303,701
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	AGEEFISHERBARRETT, LLC
Accountancy firm EIN	2020-12-31	582248437
2019 : HIGH MEADOWS SCHOOL, INC. 403(B) 2019 401k financial data
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	$22
Total income from all sources (including contributions)	2019-12-31	$1,562,530
Total of all expenses incurred	2019-12-31	$420,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$420,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$454,218
Value of total assets at end of year	2019-12-31	$7,094,505
Value of total assets at beginning of year	2019-12-31	$5,952,979
Total interest from all sources	2019-12-31	$39,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$306,598
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,613
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$22
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,141,548
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,094,505
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,952,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,730,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,610,220
Value of interest in pooled separate accounts at end of year	2019-12-31	$176,780
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$188,507
Interest earned on other investments	2019-12-31	$39,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,187,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,154,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,058,377
Net investment gain/loss from pooled separate accounts	2019-12-31	$10,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$146,007
Employer contributions (assets) at beginning of year	2019-12-31	$1
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$420,982
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	AGEEFISHERBARRETT, LLC
Accountancy firm EIN	2019-12-31	582248437
2018 : HIGH MEADOWS SCHOOL, INC. 403(B) 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$22
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	$188,768
Total of all expenses incurred	2018-12-31	$185,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$185,437
Value of total corrective distributions	2018-12-31	$22
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$492,298
Value of total assets at end of year	2018-12-31	$5,952,979
Value of total assets at beginning of year	2018-12-31	$5,949,648
Total interest from all sources	2018-12-31	$38,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$331,343
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,613
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$22
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$3,309
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,952,957
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,949,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,610,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,709,181
Value of interest in pooled separate accounts at end of year	2018-12-31	$188,507
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$178,680
Interest earned on other investments	2018-12-31	$38,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,154,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,061,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-350,582
Net investment gain/loss from pooled separate accounts	2018-12-31	$8,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$159,342
Employer contributions (assets) at end of year	2018-12-31	$1
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$185,437
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	AGEEFISHERBARRETT, LLC
Accountancy firm EIN	2018-12-31	582248437

Form 5500 Responses for HIGH MEADOWS SCHOOL, INC. 403(B)

2022: HIGH MEADOWS SCHOOL, INC. 403(B) 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: HIGH MEADOWS SCHOOL, INC. 403(B) 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: HIGH MEADOWS SCHOOL, INC. 403(B) 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: HIGH MEADOWS SCHOOL, INC. 403(B) 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: HIGH MEADOWS SCHOOL, INC. 403(B) 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2007: HIGH MEADOWS SCHOOL, INC. 403(B) 2007 form 5500 responses
2007-01-01	Type of plan entity	Multi-employer plan
2007-01-01	First time form 5500 has been submitted	Yes
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2006: HIGH MEADOWS SCHOOL, INC. 403(B) 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	First time form 5500 has been submitted	Yes
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

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

Policy contract number

334834

Policy instance

Insurance contract or identification number	334834
Number of Individuals Covered	95
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334834

Policy instance

Insurance contract or identification number	334834
Number of Individuals Covered	113
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334834

Policy instance

Insurance contract or identification number	334834
Number of Individuals Covered	119
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334834

Policy instance

Insurance contract or identification number	334834
Number of Individuals Covered	123
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

HIGH MEADOWS INSTITUTE, INC. 401(K) PLAN [EIN = 800936084]

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Company Name:	HIGH MEADOWS SCHOOL, INC.
Employer identification number (EIN):	581846247
NAIC Classification:	611000