401k Plan data: BOTD-BUCHANAN PENSION PLAN plan

BOTD-BUCHANAN PENSION PLAN 401k Plan overview

Plan Name	BOTD-BUCHANAN PENSION PLAN
Plan identification number	001

BOTD-BUCHANAN PENSION PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) Profit-sharing Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BOYD-BUCHANAN SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: BOYD-BUCHANAN SCHOOL

Employer identification number (EIN): 620518286

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOTD-BUCHANAN PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 JENNIFER OWENS 2023-12-05 JENNIFER OWENS 2023-12-05
001 2021-07-01 JENNIFER OWENS 2023-04-11 JENNIFER OWENS 2023-04-11
001 2020-07-01 JENNIFER OWENS 2022-05-20 JENNIFER OWENS 2022-05-20
001 2018-07-01 ERNEST WALKER 2020-01-28
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01 STAN ROTHBERGER 2016-01-29
001 2013-07-01 JILL HARTNESS 2014-10-06
001 2012-07-01 JILL HARTNESS
001 2011-07-01 JILL HARTNESS
001 2010-07-01 STAN ROTHBERGER
001 2009-07-01 LANNY WITT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01	JENNIFER OWENS	2023-12-05	JENNIFER OWENS	2023-12-05
001	2021-07-01	JENNIFER OWENS	2023-04-11	JENNIFER OWENS	2023-04-11
001	2020-07-01	JENNIFER OWENS	2022-05-20	JENNIFER OWENS	2022-05-20
001	2018-07-01			ERNEST WALKER	2020-01-28
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2014-07-01	STAN ROTHBERGER	2016-01-29
001	2013-07-01	JILL HARTNESS	2014-10-06
001	2012-07-01	JILL HARTNESS
001	2011-07-01	JILL HARTNESS
001	2010-07-01	STAN ROTHBERGER
001	2009-07-01	LANNY WITT

Plan Statistics for BOTD-BUCHANAN PENSION PLAN

401k plan membership statisitcs for BOTD-BUCHANAN PENSION PLAN

Measure Date Value
2012: BOTD-BUCHANAN PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 133
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 16
Number of other retired or separated participants entitled to future benefits 2012-07-01 33
Total of all active and inactive participants 2012-07-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 49
Number of participants with account balances 2012-07-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 4
2011: BOTD-BUCHANAN PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 139
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 90
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 43
Total of all active and inactive participants 2011-07-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 133
Number of participants with account balances 2011-07-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 4
2010: BOTD-BUCHANAN PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 136
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 109
Number of other retired or separated participants entitled to future benefits 2010-07-01 31
Total of all active and inactive participants 2010-07-01 140
Total participants 2010-07-01 140
Number of participants with account balances 2010-07-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: BOTD-BUCHANAN PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 135
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 104
Number of other retired or separated participants entitled to future benefits 2009-07-01 31
Total of all active and inactive participants 2009-07-01 135
Total participants 2009-07-01 135
Number of participants with account balances 2009-07-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 1

Measure	Date	Value
2012: BOTD-BUCHANAN PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	133
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	16
Number of other retired or separated participants entitled to future benefits	2012-07-01	33
Total of all active and inactive participants	2012-07-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	49
Number of participants with account balances	2012-07-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	4
2011: BOTD-BUCHANAN PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	139
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	90
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	43
Total of all active and inactive participants	2011-07-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	133
Number of participants with account balances	2011-07-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	4
2010: BOTD-BUCHANAN PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	136
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	109
Number of other retired or separated participants entitled to future benefits	2010-07-01	31
Total of all active and inactive participants	2010-07-01	140
Total participants	2010-07-01	140
Number of participants with account balances	2010-07-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: BOTD-BUCHANAN PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	135
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	104
Number of other retired or separated participants entitled to future benefits	2009-07-01	31
Total of all active and inactive participants	2009-07-01	135
Total participants	2009-07-01	135
Number of participants with account balances	2009-07-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	1

Financial Data on BOTD-BUCHANAN PENSION PLAN

Measure	Date	Value
2013 : BOTD-BUCHANAN PENSION PLAN 2013 401k financial data
Total transfer of assets from this plan	2013-06-30	$1,710,915
Total income from all sources (including contributions)	2013-06-30	$133,932
Total of all expenses incurred	2013-06-30	$525,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$525,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$-19,101
Value of total assets at end of year	2013-06-30	$532,854
Value of total assets at beginning of year	2013-06-30	$2,635,819
Total interest from all sources	2013-06-30	$12,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$250,000
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$0
Amount contributed by the employer to the plan for this plan year	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$-392,049
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$532,854
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$2,635,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$226,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,025,927
Value of interest in pooled separate accounts at end of year	2013-06-30	$16,963
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$273,275
Interest earned on other investments	2013-06-30	$12,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$289,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$336,617
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$13,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$132,153
Net investment gain/loss from pooled separate accounts	2013-06-30	$8,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$-19,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$512,667
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	FRIDAY, WALKER & ASSOCIATES, PLLC
Accountancy firm EIN	2013-06-30	621760339
2012 : BOTD-BUCHANAN PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$67,671
Total of all expenses incurred	2012-06-30	$54,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$54,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$28,603
Value of total assets at end of year	2012-06-30	$2,635,819
Value of total assets at beginning of year	2012-06-30	$2,622,821
Total interest from all sources	2012-06-30	$13,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$250,000
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$-28,603
Minimum employer required contribution for this plan year	2012-06-30	$0
Amount contributed by the employer to the plan for this plan year	2012-06-30	$28,603
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$12,998
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$2,635,819
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$2,622,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$2,025,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$2,072,443
Value of interest in pooled separate accounts at end of year	2012-06-30	$273,275
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$236,626
Interest earned on other investments	2012-06-30	$13,583
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$336,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$313,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-1,745
Net investment gain/loss from pooled separate accounts	2012-06-30	$27,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$28,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$54,673
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	FRIDAY, WALKER & ASSOCIATES, PLLC
Accountancy firm EIN	2012-06-30	621760339
2011 : BOTD-BUCHANAN PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-06-30	$632,546
Total of all expenses incurred	2011-06-30	$235,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$235,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$171,497
Value of total assets at end of year	2011-06-30	$2,622,821
Value of total assets at beginning of year	2011-06-30	$2,225,431
Total interest from all sources	2011-06-30	$12,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$250,000
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$171,497
Amount contributed by the employer to the plan for this plan year	2011-06-30	$171,497
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$397,390
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$2,622,821
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,225,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$2,072,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,732,839
Value of interest in pooled separate accounts at end of year	2011-06-30	$236,626
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$200,977
Interest earned on other investments	2011-06-30	$12,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$313,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$291,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$410,710
Net investment gain/loss from pooled separate accounts	2011-06-30	$37,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$171,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$235,156
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	FRIDAY, WALKER & ASSOCIATES, PLLC
Accountancy firm EIN	2011-06-30	621760339
2010 : BOTD-BUCHANAN PENSION PLAN 2010 401k financial data
Minimum employer required contribution for this plan year	2010-06-30	$166,689
Amount contributed by the employer to the plan for this plan year	2010-06-30	$166,689

Form 5500 Responses for BOTD-BUCHANAN PENSION PLAN

2012: BOTD-BUCHANAN PENSION PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: BOTD-BUCHANAN PENSION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: BOTD-BUCHANAN PENSION PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: BOTD-BUCHANAN PENSION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

387695

Policy instance

Insurance contract or identification number	387695
Number of Individuals Covered	49
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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

387695

Policy instance

Insurance contract or identification number	387695
Number of Individuals Covered	130
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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

387695

Policy instance

Insurance contract or identification number	387695
Number of Individuals Covered	138
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
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

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Company Name:	BOYD-BUCHANAN SCHOOL
Employer identification number (EIN):	620518286
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations