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Plan Name | THE CUSHMAN SCHOOL, INC. 403(B) RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | THE CUSHMAN SCHOOL, INC. |
Employer identification number (EIN): | 591382853 |
NAIC Classification: | 611000 |
Additional information about THE CUSHMAN SCHOOL, INC.
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 1971-09-13 |
Company Identification Number: | 721687 |
Legal Registered Office Address: |
592 NE 60TH ST MIAMI 33137 |
More information about THE CUSHMAN SCHOOL, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-07-01 | ||||
001 | 2020-07-01 | ||||
001 | 2019-07-01 | ||||
001 | 2018-07-01 | ||||
001 | 2017-07-01 | ||||
001 | 2017-07-01 | ||||
001 | 2016-07-01 | CINDY SCHNEIDER | 2018-04-12 | ||
001 | 2016-07-01 | CINDY SCHNEIDER | 2021-05-25 | ||
001 | 2015-07-01 | CINDY SCHNEIDER | 2017-04-18 |
Measure | Date | Value |
---|---|---|
2021: THE CUSHMAN SCHOOL, INC. 403(B) RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-07-01 | 263 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 227 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 56 |
Total of all active and inactive participants | 2021-07-01 | 291 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
Total participants | 2021-07-01 | 291 |
Number of participants with account balances | 2021-07-01 | 193 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
2020: THE CUSHMAN SCHOOL, INC. 403(B) RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-07-01 | 185 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 151 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 26 |
Total of all active and inactive participants | 2020-07-01 | 179 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
Total participants | 2020-07-01 | 179 |
Number of participants with account balances | 2020-07-01 | 172 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
2019: THE CUSHMAN SCHOOL, INC. 403(B) RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-07-01 | 151 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 159 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 0 |
Total of all active and inactive participants | 2019-07-01 | 159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
Total participants | 2019-07-01 | 159 |
Number of participants with account balances | 2019-07-01 | 159 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
2018: THE CUSHMAN SCHOOL, INC. 403(B) RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-07-01 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 151 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 0 |
Total of all active and inactive participants | 2018-07-01 | 151 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 151 |
Number of participants with account balances | 2018-07-01 | 151 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
2017: THE CUSHMAN SCHOOL, INC. 403(B) RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-07-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 138 |
Total of all active and inactive participants | 2017-07-01 | 138 |
Total participants | 2017-07-01 | 138 |
Number of participants with account balances | 2017-07-01 | 163 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : THE CUSHMAN SCHOOL, INC. 403(B) RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $950 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $950 |
Total income from all sources (including contributions) | 2022-06-30 | $-109,189 |
Total loss/gain on sale of assets | 2022-06-30 | $0 |
Total of all expenses incurred | 2022-06-30 | $107,182 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $90,530 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $674,311 |
Value of total assets at end of year | 2022-06-30 | $7,731,511 |
Value of total assets at beginning of year | 2022-06-30 | $7,947,882 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $16,652 |
Total interest from all sources | 2022-06-30 | $1,461 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Administrative expenses professional fees incurred | 2022-06-30 | $16,652 |
Was this plan covered by a fidelity bond | 2022-06-30 | No |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Contributions received from participants | 2022-06-30 | $455,311 |
Participant contributions at end of year | 2022-06-30 | $81,333 |
Participant contributions at beginning of year | 2022-06-30 | $82,884 |
Participant contributions at end of year | 2022-06-30 | $41,924 |
Participant contributions at beginning of year | 2022-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-06-30 | $950 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-06-30 | $950 |
Total non interest bearing cash at end of year | 2022-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2022-06-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $-216,371 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $7,730,561 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $7,946,932 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $7,590,344 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $7,864,998 |
Interest on participant loans | 2022-06-30 | $1,461 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-784,961 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Contributions received in cash from employer | 2022-06-30 | $219,000 |
Employer contributions (assets) at end of year | 2022-06-30 | $17,910 |
Employer contributions (assets) at beginning of year | 2022-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $90,530 |
Did the plan have assets held for investment | 2022-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | VERDEJA, DE ARMAS, AND TRUJILLO LLP |
Accountancy firm EIN | 2022-06-30 | 204989621 |
2021 : THE CUSHMAN SCHOOL, INC. 403(B) RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $950 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total income from all sources (including contributions) | 2021-06-30 | $2,005,637 |
Total loss/gain on sale of assets | 2021-06-30 | $0 |
Total of all expenses incurred | 2021-06-30 | $173,372 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $159,551 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $661,406 |
Value of total assets at end of year | 2021-06-30 | $7,947,882 |
Value of total assets at beginning of year | 2021-06-30 | $6,114,667 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $13,821 |
Total interest from all sources | 2021-06-30 | $1,945 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Administrative expenses professional fees incurred | 2021-06-30 | $13,821 |
Was this plan covered by a fidelity bond | 2021-06-30 | No |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $434,711 |
Participant contributions at end of year | 2021-06-30 | $82,884 |
Participant contributions at beginning of year | 2021-06-30 | $83,346 |
Participant contributions at end of year | 2021-06-30 | $0 |
Participant contributions at beginning of year | 2021-06-30 | $32,207 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-06-30 | $950 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-06-30 | $0 |
Total non interest bearing cash at end of year | 2021-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2021-06-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $1,832,265 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $7,946,932 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $6,114,667 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $7,864,998 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $5,980,457 |
Interest on participant loans | 2021-06-30 | $1,945 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $1,342,286 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Contributions received in cash from employer | 2021-06-30 | $226,695 |
Employer contributions (assets) at end of year | 2021-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2021-06-30 | $18,657 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $159,551 |
Did the plan have assets held for investment | 2021-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
Accountancy firm name | 2021-06-30 | VERDEJA, DE ARMAS, AND TRUJILLO LLP |
Accountancy firm EIN | 2021-06-30 | 204989621 |
2020 : THE CUSHMAN SCHOOL, INC. 403(B) RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total income from all sources (including contributions) | 2020-06-30 | $832,361 |
Total loss/gain on sale of assets | 2020-06-30 | $0 |
Total of all expenses incurred | 2020-06-30 | $497,723 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $484,531 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $725,017 |
Value of total assets at end of year | 2020-06-30 | $6,114,667 |
Value of total assets at beginning of year | 2020-06-30 | $5,780,029 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $13,192 |
Total interest from all sources | 2020-06-30 | $2,137 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Administrative expenses professional fees incurred | 2020-06-30 | $13,192 |
Was this plan covered by a fidelity bond | 2020-06-30 | No |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Contributions received from participants | 2020-06-30 | $414,863 |
Participant contributions at end of year | 2020-06-30 | $83,346 |
Participant contributions at beginning of year | 2020-06-30 | $77,533 |
Participant contributions at end of year | 2020-06-30 | $32,207 |
Participant contributions at beginning of year | 2020-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $75,042 |
Total non interest bearing cash at end of year | 2020-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2020-06-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $334,638 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $6,114,667 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $5,780,029 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $5,980,457 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $5,702,496 |
Interest on participant loans | 2020-06-30 | $2,137 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $105,207 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Contributions received in cash from employer | 2020-06-30 | $235,112 |
Employer contributions (assets) at end of year | 2020-06-30 | $18,657 |
Employer contributions (assets) at beginning of year | 2020-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $484,531 |
Did the plan have assets held for investment | 2020-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
Accountancy firm name | 2020-06-30 | VERDEJA, DE ARMAS, AND TRUJILLO LLP |
Accountancy firm EIN | 2020-06-30 | 204989621 |
2019 : THE CUSHMAN SCHOOL, INC. 403(B) RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total income from all sources (including contributions) | 2019-06-30 | $816,092 |
Total loss/gain on sale of assets | 2019-06-30 | $0 |
Total of all expenses incurred | 2019-06-30 | $146,321 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $135,753 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $635,251 |
Value of total assets at end of year | 2019-06-30 | $5,780,029 |
Value of total assets at beginning of year | 2019-06-30 | $5,110,258 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $10,568 |
Total interest from all sources | 2019-06-30 | $2,594 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Administrative expenses professional fees incurred | 2019-06-30 | $10,568 |
Was this plan covered by a fidelity bond | 2019-06-30 | No |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $382,761 |
Participant contributions at end of year | 2019-06-30 | $77,533 |
Participant contributions at beginning of year | 2019-06-30 | $96,411 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $18,646 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $669,771 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $5,780,029 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $5,110,258 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $5,702,496 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $5,013,847 |
Interest on participant loans | 2019-06-30 | $2,594 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $178,247 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Contributions received in cash from employer | 2019-06-30 | $233,844 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $135,753 |
Did the plan have assets held for investment | 2019-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
Accountancy firm name | 2019-06-30 | VERDEJA, DE ARMAS, AND TRUJILLO LLP |
Accountancy firm EIN | 2019-06-30 | 204989621 |
2018 : THE CUSHMAN SCHOOL, INC. 403(B) RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total income from all sources (including contributions) | 2018-06-30 | $781,274 |
Total loss/gain on sale of assets | 2018-06-30 | $0 |
Total of all expenses incurred | 2018-06-30 | $159,137 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $150,458 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $500,596 |
Value of total assets at end of year | 2018-06-30 | $5,110,258 |
Value of total assets at beginning of year | 2018-06-30 | $4,488,121 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $8,679 |
Total interest from all sources | 2018-06-30 | $3,281 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Was this plan covered by a fidelity bond | 2018-06-30 | No |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Contributions received from participants | 2018-06-30 | $305,301 |
Participant contributions at end of year | 2018-06-30 | $96,411 |
Participant contributions at beginning of year | 2018-06-30 | $64,838 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $622,137 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $5,110,258 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $4,488,121 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Investment advisory and management fees | 2018-06-30 | $8,679 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $5,013,847 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $4,423,283 |
Interest on participant loans | 2018-06-30 | $3,281 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $277,397 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Contributions received in cash from employer | 2018-06-30 | $195,295 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $150,458 |
Did the plan have assets held for investment | 2018-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
Accountancy firm name | 2018-06-30 | VERDEJA, DE ARMAS, AND TRUJILLO LLP |
Accountancy firm EIN | 2018-06-30 | 204989621 |
2021: THE CUSHMAN SCHOOL, INC. 403(B) RETIREMENT PLAN 2021 form 5500 responses | ||
---|---|---|
2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | Submission has been amended | No |
2021-07-01 | This submission is the final filing | No |
2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-07-01 | Plan is a collectively bargained plan | No |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2020: THE CUSHMAN SCHOOL, INC. 403(B) RETIREMENT PLAN 2020 form 5500 responses | ||
2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Submission has been amended | No |
2020-07-01 | This submission is the final filing | No |
2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-07-01 | Plan is a collectively bargained plan | No |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: THE CUSHMAN SCHOOL, INC. 403(B) RETIREMENT PLAN 2019 form 5500 responses | ||
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: THE CUSHMAN SCHOOL, INC. 403(B) RETIREMENT PLAN 2018 form 5500 responses | ||
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: THE CUSHMAN SCHOOL, INC. 403(B) RETIREMENT PLAN 2017 form 5500 responses | ||
2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |