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TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN 401k Plan overview

Plan NameTRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN
Plan identification number 002

TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

TRINITY PRESBYTERIAN SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name:TRINITY PRESBYTERIAN SCHOOL, INC.
Employer identification number (EIN):630586676
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01

Plan Statistics for TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN

401k plan membership statisitcs for TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN

Measure Date Value
2021: TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01131
Total number of active participants reported on line 7a of the Form 55002021-07-0182
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0139
Total of all active and inactive participants2021-07-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01121
Number of participants with account balances2021-07-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01130
Total number of active participants reported on line 7a of the Form 55002020-07-0191
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0134
Total of all active and inactive participants2020-07-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01125
Number of participants with account balances2020-07-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01129
Total number of active participants reported on line 7a of the Form 55002019-07-0197
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0131
Total of all active and inactive participants2019-07-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01128
Number of participants with account balances2019-07-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01127
Total number of active participants reported on line 7a of the Form 55002018-07-0199
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0129
Total of all active and inactive participants2018-07-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01128
Number of participants with account balances2018-07-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010

Financial Data on TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN

Measure Date Value
2023 : TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$1,423,986
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$1,038,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$938,046
Expenses. Certain deemed distributions of participant loans2023-06-30$35,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$431,479
Value of total assets at end of year2023-06-30$9,072,953
Value of total assets at beginning of year2023-06-30$8,687,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$64,276
Total interest from all sources2023-06-30$34,722
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$81,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$81,237
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$190,640
Participant contributions at end of year2023-06-30$118,136
Participant contributions at beginning of year2023-06-30$118,762
Other income not declared elsewhere2023-06-30$23,774
Administrative expenses (other) incurred2023-06-30$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$385,912
Value of net assets at end of year (total assets less liabilities)2023-06-30$9,072,953
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$8,687,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$23,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$4,775,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$2,749,010
Value of interest in pooled separate accounts at end of year2023-06-30$2,794,766
Value of interest in pooled separate accounts at beginning of year2023-06-30$4,261,647
Interest on participant loans2023-06-30$7,530
Interest earned on other investments2023-06-30$27,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$1,384,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$1,557,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$373,287
Net investment gain/loss from pooled separate accounts2023-06-30$479,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$240,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$938,046
Contract administrator fees2023-06-30$40,887
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30ALDRIDGE, BORDEN & COMPANY, P.C.
Accountancy firm EIN2023-06-30630781330
2022 : TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-1,191,764
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,492,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,404,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$345,696
Value of total assets at end of year2022-06-30$8,687,041
Value of total assets at beginning of year2022-06-30$11,371,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$87,860
Total interest from all sources2022-06-30$41,763
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$54,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$54,423
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$214,178
Participant contributions at end of year2022-06-30$118,762
Participant contributions at beginning of year2022-06-30$117,613
Other income not declared elsewhere2022-06-30$29,659
Administrative expenses (other) incurred2022-06-30$87,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,684,583
Value of net assets at end of year (total assets less liabilities)2022-06-30$8,687,041
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$11,371,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,749,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$5,344,320
Value of interest in pooled separate accounts at end of year2022-06-30$4,261,647
Value of interest in pooled separate accounts at beginning of year2022-06-30$3,717,449
Interest on participant loans2022-06-30$6,648
Interest earned on other investments2022-06-30$35,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,557,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$2,192,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-713,530
Net investment gain/loss from pooled separate accounts2022-06-30$-949,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$131,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,404,959
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30ALDRIDGE, BORDEN & COMPANY, P.C.
Accountancy firm EIN2022-06-30630781330
2021 : TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
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$2,736,244
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$461,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$376,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$324,692
Value of total assets at end of year2021-06-30$11,371,624
Value of total assets at beginning of year2021-06-30$9,096,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$85,194
Total interest from all sources2021-06-30$48,791
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$58,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$58,990
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Funding deficiency by the employer to the plan for this plan year2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$0
Amount contributed by the employer to the plan for this plan year2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$181,175
Participant contributions at end of year2021-06-30$117,613
Participant contributions at beginning of year2021-06-30$112,885
Other income not declared elsewhere2021-06-30$26,567
Administrative expenses (other) incurred2021-06-30$85,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,274,823
Value of net assets at end of year (total assets less liabilities)2021-06-30$11,371,624
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$9,096,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$5,344,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$4,290,248
Value of interest in pooled separate accounts at end of year2021-06-30$3,717,449
Value of interest in pooled separate accounts at beginning of year2021-06-30$2,753,788
Interest on participant loans2021-06-30$8,213
Interest earned on other investments2021-06-30$40,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$2,192,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,939,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,027,483
Net investment gain/loss from pooled separate accounts2021-06-30$1,249,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$143,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$376,227
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30ALDRIDGE, BORDEN & COMPANY, P.C.
Accountancy firm EIN2021-06-30630781330
2020 : TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$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$680,813
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$564,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$488,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$305,998
Value of total assets at end of year2020-06-30$9,096,801
Value of total assets at beginning of year2020-06-30$8,980,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$76,125
Total interest from all sources2020-06-30$45,910
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$88,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$88,330
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$162,741
Participant contributions at end of year2020-06-30$112,885
Participant contributions at beginning of year2020-06-30$52,431
Other income not declared elsewhere2020-06-30$24,426
Administrative expenses (other) incurred2020-06-30$76,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$115,861
Value of net assets at end of year (total assets less liabilities)2020-06-30$9,096,801
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$8,980,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$4,290,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$4,605,861
Value of interest in pooled separate accounts at end of year2020-06-30$2,753,788
Value of interest in pooled separate accounts at beginning of year2020-06-30$2,617,205
Interest on participant loans2020-06-30$4,232
Interest earned on other investments2020-06-30$41,678
Value of interest in common/collective trusts at beginning of year2020-06-30$1,705,443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,939,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$17,989
Net investment gain/loss from pooled separate accounts2020-06-30$198,079
Net investment gain or loss from common/collective trusts2020-06-30$81
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$143,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$488,827
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30ALDRIDGE, BORDEN & COMPANY, P.C.
Accountancy firm EIN2020-06-30630781330
2019 : TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$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$822,453
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,543,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,492,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$328,761
Value of total assets at end of year2019-06-30$8,980,940
Value of total assets at beginning of year2019-06-30$9,701,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$50,639
Total interest from all sources2019-06-30$3,536
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$84,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$84,539
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$0
Amount contributed by the employer to the plan for this plan year2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$157,388
Participant contributions at end of year2019-06-30$52,431
Participant contributions at beginning of year2019-06-30$101,865
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$24,169
Other income not declared elsewhere2019-06-30$24,971
Administrative expenses (other) incurred2019-06-30$50,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-720,889
Value of net assets at end of year (total assets less liabilities)2019-06-30$8,980,940
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$9,701,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$4,605,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$7,764,025
Value of interest in pooled separate accounts at end of year2019-06-30$2,617,205
Value of interest in pooled separate accounts at beginning of year2019-06-30$0
Interest on participant loans2019-06-30$3,536
Value of interest in common/collective trusts at end of year2019-06-30$1,705,443
Value of interest in common/collective trusts at beginning of year2019-06-30$1,835,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$272,709
Net investment gain/loss from pooled separate accounts2019-06-30$81,721
Net investment gain or loss from common/collective trusts2019-06-30$26,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$147,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,492,703
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30ALDRIDGE, BORDEN & COMPANY, P.C.
Accountancy firm EIN2019-06-30630781330

Form 5500 Responses for TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN

2021: TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedYes
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074073
Policy instance 1
Insurance contract or identification number074073
Number of Individuals Covered126
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074073
Policy instance 1
Insurance contract or identification number074073
Number of Individuals Covered121
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074073
Policy instance 1
Insurance contract or identification number074073
Number of Individuals Covered125
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074073
Policy instance 1
Insurance contract or identification number074073
Number of Individuals Covered128
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074073
Policy instance 1
Insurance contract or identification number074073
Number of Individuals Covered128
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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?No
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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