401k Plan data: THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN plan

THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

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

Company Name: THE LAMPLIGHTER SCHOOL

Employer identification number (EIN): 756059993

NAIC Classification: 611000

Additional information about THE LAMPLIGHTER SCHOOL

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1967-02-07

Company Identification Number: 0023188601

Legal Registered Office Address: 11611 INWOOD RD

DALLAS
United States of America (USA)
75229

More information about THE LAMPLIGHTER SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-09-01
001 2020-09-01
001 2019-09-01
001 2018-09-01
001 2017-09-01 CINDY ZHAO 2019-02-14
001 2016-09-01 CINDY ZHAO 2018-03-19
001 2015-09-01 ELISE MURPHY 2017-02-24
001 2014-09-01 ELISE MURPHY 2016-01-28
001 2014-09-01 ELISE MURPHY 2017-02-24
001 2013-09-01 ELISE MURPHY 2015-03-17
001 2012-09-01 ELISE MURPHY 2014-01-20
001 2011-09-01 ELISE MURPHY 2013-03-22
001 2010-09-01 ELISE MURPHY 2012-03-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-09-01
001	2020-09-01
001	2019-09-01
001	2018-09-01
001	2017-09-01	CINDY ZHAO	2019-02-14
001	2016-09-01	CINDY ZHAO	2018-03-19
001	2015-09-01	ELISE MURPHY	2017-02-24
001	2014-09-01	ELISE MURPHY	2016-01-28
001	2014-09-01	ELISE MURPHY	2017-02-24
001	2013-09-01	ELISE MURPHY	2015-03-17
001	2012-09-01	ELISE MURPHY	2014-01-20
001	2011-09-01	ELISE MURPHY	2013-03-22
001	2010-09-01	ELISE MURPHY	2012-03-21

Plan Statistics for THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2021: THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 238
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 109
Number of retired or separated participants receiving benefits 2021-09-01 0
Number of other retired or separated participants entitled to future benefits 2021-09-01 131
Total of all active and inactive participants 2021-09-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-09-01 1
Total participants 2021-09-01 241
Number of participants with account balances 2021-09-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-09-01 0
2020: THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 234
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 105
Number of retired or separated participants receiving benefits 2020-09-01 0
Number of other retired or separated participants entitled to future benefits 2020-09-01 133
Total of all active and inactive participants 2020-09-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-09-01 0
Total participants 2020-09-01 238
Number of participants with account balances 2020-09-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-09-01 0
2019: THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 231
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 150
Number of retired or separated participants receiving benefits 2019-09-01 0
Number of other retired or separated participants entitled to future benefits 2019-09-01 84
Total of all active and inactive participants 2019-09-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-09-01 0
Total participants 2019-09-01 234
Number of participants with account balances 2019-09-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-09-01 0
2018: THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 131
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 152
Number of retired or separated participants receiving benefits 2018-09-01 0
Number of other retired or separated participants entitled to future benefits 2018-09-01 79
Total of all active and inactive participants 2018-09-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-09-01 0
Total participants 2018-09-01 231
Number of participants with account balances 2018-09-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-09-01 0

Measure	Date	Value
2021: THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	238
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	109
Number of retired or separated participants receiving benefits	2021-09-01	0
Number of other retired or separated participants entitled to future benefits	2021-09-01	131
Total of all active and inactive participants	2021-09-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-09-01	1
Total participants	2021-09-01	241
Number of participants with account balances	2021-09-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-09-01	0
2020: THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	234
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	105
Number of retired or separated participants receiving benefits	2020-09-01	0
Number of other retired or separated participants entitled to future benefits	2020-09-01	133
Total of all active and inactive participants	2020-09-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-09-01	0
Total participants	2020-09-01	238
Number of participants with account balances	2020-09-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-09-01	0
2019: THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	231
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	150
Number of retired or separated participants receiving benefits	2019-09-01	0
Number of other retired or separated participants entitled to future benefits	2019-09-01	84
Total of all active and inactive participants	2019-09-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-09-01	0
Total participants	2019-09-01	234
Number of participants with account balances	2019-09-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-09-01	0
2018: THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	131
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	152
Number of retired or separated participants receiving benefits	2018-09-01	0
Number of other retired or separated participants entitled to future benefits	2018-09-01	79
Total of all active and inactive participants	2018-09-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-09-01	0
Total participants	2018-09-01	231
Number of participants with account balances	2018-09-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-09-01	0

Financial Data on THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2022 : THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total income from all sources (including contributions)	2022-08-31	$-1,244,330
Total loss/gain on sale of assets	2022-08-31	$0
Total of all expenses incurred	2022-08-31	$1,392,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$1,378,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$1,069,753
Value of total assets at end of year	2022-08-31	$18,845,333
Value of total assets at beginning of year	2022-08-31	$21,482,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$13,658
Total interest from all sources	2022-08-31	$161,301
Total dividends received (eg from common stock, registered investment company shares)	2022-08-31	$152,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-08-31	$152,464
Was this plan covered by a fidelity bond	2022-08-31	Yes
Value of fidelity bond cover	2022-08-31	$500,000
If this is an individual account plan, was there a blackout period	2022-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Contributions received from participants	2022-08-31	$409,998
Participant contributions at end of year	2022-08-31	$57,895
Participant contributions at beginning of year	2022-08-31	$53,983
Participant contributions at end of year	2022-08-31	$17,212
Participant contributions at beginning of year	2022-08-31	$44,576
Income. Received or receivable in cash from other sources (including rollovers)	2022-08-31	$230,423
Other income not declared elsewhere	2022-08-31	$15,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Value of net income/loss	2022-08-31	$-2,636,792
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$18,845,333
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$21,482,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-31	No
Were any leases to which the plan was party in default or uncollectible	2022-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-08-31	$13,030,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-08-31	$15,856,987
Value of interest in pooled separate accounts at end of year	2022-08-31	$856,870
Value of interest in pooled separate accounts at beginning of year	2022-08-31	$756,302
Interest on participant loans	2022-08-31	$2,511
Interest earned on other investments	2022-08-31	$158,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-08-31	$351,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-08-31	$106,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-08-31	$106,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-08-31	$4,516,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-08-31	$4,611,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-08-31	$-2,806,358
Net investment gain/loss from pooled separate accounts	2022-08-31	$163,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-31	No
Was there a failure to transmit to the plan any participant contributions	2022-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-08-31	No
Contributions received in cash from employer	2022-08-31	$429,332
Employer contributions (assets) at end of year	2022-08-31	$14,441
Employer contributions (assets) at beginning of year	2022-08-31	$52,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-31	$1,378,804
Contract administrator fees	2022-08-31	$13,658
Did the plan have assets held for investment	2022-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-31	No
Opinion of an independent qualified public accountant for this plan	2022-08-31	Unqualified
Accountancy firm name	2022-08-31	LANE GORMAN TRUBITT, LLC
Accountancy firm EIN	2022-08-31	751044330
2021 : THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total income from all sources (including contributions)	2021-08-31	$4,259,983
Total loss/gain on sale of assets	2021-08-31	$0
Total of all expenses incurred	2021-08-31	$979,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-08-31	$968,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-08-31	$811,996
Value of total assets at end of year	2021-08-31	$21,482,125
Value of total assets at beginning of year	2021-08-31	$18,201,199
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-08-31	$10,374
Total interest from all sources	2021-08-31	$20,055
Total dividends received (eg from common stock, registered investment company shares)	2021-08-31	$76,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-08-31	$76,208
Was this plan covered by a fidelity bond	2021-08-31	Yes
Value of fidelity bond cover	2021-08-31	$500,000
If this is an individual account plan, was there a blackout period	2021-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-08-31	No
Contributions received from participants	2021-08-31	$389,292
Participant contributions at end of year	2021-08-31	$53,983
Participant contributions at beginning of year	2021-08-31	$0
Participant contributions at end of year	2021-08-31	$44,576
Participant contributions at beginning of year	2021-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-08-31	$361
Other income not declared elsewhere	2021-08-31	$7,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Value of net income/loss	2021-08-31	$3,280,926
Value of net assets at end of year (total assets less liabilities)	2021-08-31	$21,482,125
Value of net assets at beginning of year (total assets less liabilities)	2021-08-31	$18,201,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-08-31	No
Were any leases to which the plan was party in default or uncollectible	2021-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-08-31	$15,856,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-08-31	$13,077,666
Value of interest in pooled separate accounts at end of year	2021-08-31	$756,302
Value of interest in pooled separate accounts at beginning of year	2021-08-31	$692,548
Interest on participant loans	2021-08-31	$1,067
Interest earned on other investments	2021-08-31	$18,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-08-31	$106,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-08-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-08-31	$4,611,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-08-31	$4,430,985
Expenses. Payments to insurance carriers foe the provision of benefits	2021-08-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-08-31	$3,278,993
Net investment gain/loss from pooled separate accounts	2021-08-31	$65,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-08-31	No
Was there a failure to transmit to the plan any participant contributions	2021-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-08-31	No
Contributions received in cash from employer	2021-08-31	$422,343
Employer contributions (assets) at end of year	2021-08-31	$52,230
Employer contributions (assets) at beginning of year	2021-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-08-31	$968,681
Contract administrator fees	2021-08-31	$10,374
Did the plan have assets held for investment	2021-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-08-31	No
Opinion of an independent qualified public accountant for this plan	2021-08-31	Unqualified
Accountancy firm name	2021-08-31	LANE GORMAN TRUBITT, LLC
Accountancy firm EIN	2021-08-31	751044330
2020 : THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total income from all sources (including contributions)	2020-08-31	$2,834,066
Total loss/gain on sale of assets	2020-08-31	$0
Total of all expenses incurred	2020-08-31	$1,530,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$1,520,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$919,257
Value of total assets at end of year	2020-08-31	$18,201,199
Value of total assets at beginning of year	2020-08-31	$16,897,688
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$9,612
Total interest from all sources	2020-08-31	$161,197
Total dividends received (eg from common stock, registered investment company shares)	2020-08-31	$63,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-08-31	$63,400
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$500,000
If this is an individual account plan, was there a blackout period	2020-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Contributions received from participants	2020-08-31	$421,237
Income. Received or receivable in cash from other sources (including rollovers)	2020-08-31	$87,274
Other income not declared elsewhere	2020-08-31	$7,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$1,303,511
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$18,201,199
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$16,897,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-08-31	$13,077,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-08-31	$11,871,327
Value of interest in pooled separate accounts at end of year	2020-08-31	$692,548
Value of interest in pooled separate accounts at beginning of year	2020-08-31	$690,299
Interest earned on other investments	2020-08-31	$161,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-08-31	$4,430,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-08-31	$4,333,164
Expenses. Payments to insurance carriers foe the provision of benefits	2020-08-31	$94,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-08-31	$1,681,697
Net investment gain/loss from pooled separate accounts	2020-08-31	$631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	No
Was there a failure to transmit to the plan any participant contributions	2020-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Contributions received in cash from employer	2020-08-31	$410,746
Employer contributions (assets) at end of year	2020-08-31	$0
Employer contributions (assets) at beginning of year	2020-08-31	$2,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$1,426,099
Contract administrator fees	2020-08-31	$9,612
Did the plan have assets held for investment	2020-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-08-31	Disclaimer
Accountancy firm name	2020-08-31	LANE GORMAN TRUBITT, LLC
Accountancy firm EIN	2020-08-31	751044330
2019 : THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-08-31	$0
Total transfer of assets to this plan	2019-08-31	$3,753,281
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total income from all sources (including contributions)	2019-08-31	$1,181,696
Total loss/gain on sale of assets	2019-08-31	$0
Total of all expenses incurred	2019-08-31	$262,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-31	$259,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-31	$897,578
Value of total assets at end of year	2019-08-31	$16,897,688
Value of total assets at beginning of year	2019-08-31	$12,225,211
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-31	$3,051
Total interest from all sources	2019-08-31	$165,775
Total dividends received (eg from common stock, registered investment company shares)	2019-08-31	$41,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-08-31	$41,640
Was this plan covered by a fidelity bond	2019-08-31	Yes
Value of fidelity bond cover	2019-08-31	$500,000
If this is an individual account plan, was there a blackout period	2019-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-08-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-08-31	$0
Minimum employer required contribution for this plan year	2019-08-31	$388,087
Amount contributed by the employer to the plan for this plan year	2019-08-31	$388,087
Were there any nonexempt tranactions with any party-in-interest	2019-08-31	No
Contributions received from participants	2019-08-31	$409,831
Income. Received or receivable in cash from other sources (including rollovers)	2019-08-31	$99,660
Other income not declared elsewhere	2019-08-31	$6,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Value of net income/loss	2019-08-31	$919,196
Value of net assets at end of year (total assets less liabilities)	2019-08-31	$16,897,688
Value of net assets at beginning of year (total assets less liabilities)	2019-08-31	$12,225,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-31	No
Were any leases to which the plan was party in default or uncollectible	2019-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-08-31	$11,871,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-08-31	$8,872,026
Value of interest in pooled separate accounts at end of year	2019-08-31	$690,299
Value of interest in pooled separate accounts at beginning of year	2019-08-31	$486,525
Interest earned on other investments	2019-08-31	$165,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-08-31	$4,333,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-08-31	$2,866,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-08-31	$39,040
Net investment gain/loss from pooled separate accounts	2019-08-31	$31,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-31	No
Was there a failure to transmit to the plan any participant contributions	2019-08-31	No
Has the plan failed to provide any benefit when due under the plan	2019-08-31	No
Contributions received in cash from employer	2019-08-31	$388,087
Employer contributions (assets) at end of year	2019-08-31	$2,898
Employer contributions (assets) at beginning of year	2019-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-31	$259,449
Contract administrator fees	2019-08-31	$3,051
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-08-31	No
Did the plan have assets held for investment	2019-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-08-31	Disclaimer
Accountancy firm name	2019-08-31	LANE GORMAN TRUBITT, LLC
Accountancy firm EIN	2019-08-31	751044330

Form 5500 Responses for THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

2021: THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	Submission has been amended	No
2021-09-01	This submission is the final filing	No
2021-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-09-01	Plan is a collectively bargained plan	No
2021-09-01	Plan funding arrangement – Insurance	Yes
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement – Insurance	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	Submission has been amended	No
2020-09-01	This submission is the final filing	No
2020-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-09-01	Plan is a collectively bargained plan	No
2020-09-01	Plan funding arrangement – Insurance	Yes
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement – Insurance	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	Submission has been amended	No
2019-09-01	This submission is the final filing	No
2019-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-09-01	Plan is a collectively bargained plan	No
2019-09-01	Plan funding arrangement – Insurance	Yes
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement – Insurance	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	Submission has been amended	No
2018-09-01	This submission is the final filing	No
2018-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-09-01	Plan is a collectively bargained plan	No
2018-09-01	Plan funding arrangement – Insurance	Yes
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement – Insurance	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

337123

Policy instance

Insurance contract or identification number	337123
Number of Individuals Covered	193
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

337123

Policy instance

Insurance contract or identification number	337123
Number of Individuals Covered	200
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

337123

Policy instance

Insurance contract or identification number	337123
Number of Individuals Covered	208
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

337123

Policy instance

Insurance contract or identification number	337123
Number of Individuals Covered	210
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

Potentially related plans

THE LAMPLIGHTER [EIN = 330619052]

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Company Name:	THE LAMPLIGHTER SCHOOL
Employer identification number (EIN):	756059993
NAIC Classification:	611000

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1967-02-07
Company Identification Number:	0023188601
Legal Registered Office Address:	11611 INWOOD RD DALLAS United States of America (USA) 75229