HOLY SPIRIT EPISCOPAL SCHOOL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HOLY SPIRIT EPISCOPAL SCHOOL TAX SHELTERED RETIREMENT ANNUITY PLAN
| Measure | Date | Value |
|---|
| 2017 : HOLY SPIRIT EPISCOPAL SCHOOL TAX SHELTERED RETIREMENT ANNUITY PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-08-31 | $406,525 |
| Expenses. Total of all expenses incurred | 2017-08-31 | $454,118 |
| Benefits paid (including direct rollovers) | 2017-08-31 | $445,101 |
| Total plan assets at end of year | 2017-08-31 | $2,463,011 |
| Total plan assets at beginning of year | 2017-08-31 | $2,510,604 |
| Total contributions received or receivable from participants | 2017-08-31 | $133,590 |
| Expenses. Other expenses not covered elsewhere | 2017-08-31 | $9,017 |
| Other income received | 2017-08-31 | $229,173 |
| Net income (gross income less expenses) | 2017-08-31 | $-47,593 |
| Net plan assets at end of year (total assets less liabilities) | 2017-08-31 | $2,463,011 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-08-31 | $2,510,604 |
| Assets. Value of participant loans | 2017-08-31 | $10,927 |
| Total contributions received or receivable from employer(s) | 2017-08-31 | $43,762 |
| 2016 : HOLY SPIRIT EPISCOPAL SCHOOL TAX SHELTERED RETIREMENT ANNUITY PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-08-31 | $524,637 |
| Expenses. Total of all expenses incurred | 2016-08-31 | $334,725 |
| Benefits paid (including direct rollovers) | 2016-08-31 | $325,394 |
| Total plan assets at end of year | 2016-08-31 | $2,510,604 |
| Total plan assets at beginning of year | 2016-08-31 | $2,320,692 |
| Total contributions received or receivable from participants | 2016-08-31 | $154,971 |
| Expenses. Other expenses not covered elsewhere | 2016-08-31 | $9,331 |
| Other income received | 2016-08-31 | $172,952 |
| Net income (gross income less expenses) | 2016-08-31 | $189,912 |
| Net plan assets at end of year (total assets less liabilities) | 2016-08-31 | $2,510,604 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-08-31 | $2,320,692 |
| Assets. Value of participant loans | 2016-08-31 | $3,151 |
| Total contributions received or receivable from employer(s) | 2016-08-31 | $196,714 |
| 2015 : HOLY SPIRIT EPISCOPAL SCHOOL TAX SHELTERED RETIREMENT ANNUITY PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-08-31 | $376,321 |
| Expenses. Total of all expenses incurred | 2015-08-31 | $228,427 |
| Benefits paid (including direct rollovers) | 2015-08-31 | $219,158 |
| Total plan assets at end of year | 2015-08-31 | $2,320,692 |
| Total plan assets at beginning of year | 2015-08-31 | $2,172,798 |
| Total contributions received or receivable from participants | 2015-08-31 | $148,873 |
| Expenses. Other expenses not covered elsewhere | 2015-08-31 | $9,269 |
| Other income received | 2015-08-31 | $27,849 |
| Net income (gross income less expenses) | 2015-08-31 | $147,894 |
| Net plan assets at end of year (total assets less liabilities) | 2015-08-31 | $2,320,692 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-08-31 | $2,172,798 |
| Assets. Value of participant loans | 2015-08-31 | $9,383 |
| Total contributions received or receivable from employer(s) | 2015-08-31 | $199,599 |
| 2014 : HOLY SPIRIT EPISCOPAL SCHOOL TAX SHELTERED RETIREMENT ANNUITY PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-08-31 | $562,822 |
| Expenses. Total of all expenses incurred | 2014-08-31 | $193,875 |
| Benefits paid (including direct rollovers) | 2014-08-31 | $193,875 |
| Total plan assets at end of year | 2014-08-31 | $2,162,841 |
| Total plan assets at beginning of year | 2014-08-31 | $1,793,894 |
| Total contributions received or receivable from participants | 2014-08-31 | $151,553 |
| Other income received | 2014-08-31 | $250,475 |
| Net income (gross income less expenses) | 2014-08-31 | $368,947 |
| Net plan assets at end of year (total assets less liabilities) | 2014-08-31 | $2,162,841 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-08-31 | $1,793,894 |
| Assets. Value of participant loans | 2014-08-31 | $9,957 |
| Total contributions received or receivable from employer(s) | 2014-08-31 | $160,794 |
| 2012 : HOLY SPIRIT EPISCOPAL SCHOOL TAX SHELTERED RETIREMENT ANNUITY PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-08-31 | $437,364 |
| Expenses. Total of all expenses incurred | 2012-08-31 | $64,858 |
| Benefits paid (including direct rollovers) | 2012-08-31 | $64,858 |
| Total plan assets at end of year | 2012-08-31 | $1,540,142 |
| Total plan assets at beginning of year | 2012-08-31 | $1,167,636 |
| Total contributions received or receivable from participants | 2012-08-31 | $147,137 |
| Other income received | 2012-08-31 | $127,476 |
| Net income (gross income less expenses) | 2012-08-31 | $372,506 |
| Net plan assets at end of year (total assets less liabilities) | 2012-08-31 | $1,540,142 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-08-31 | $1,167,636 |
| Total contributions received or receivable from employer(s) | 2012-08-31 | $162,751 |
| 2011 : HOLY SPIRIT EPISCOPAL SCHOOL TAX SHELTERED RETIREMENT ANNUITY PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-08-31 | $326,342 |
| Expenses. Total of all expenses incurred | 2011-08-31 | $132,750 |
| Benefits paid (including direct rollovers) | 2011-08-31 | $132,750 |
| Total plan assets at end of year | 2011-08-31 | $1,167,636 |
| Total plan assets at beginning of year | 2011-08-31 | $974,044 |
| Total contributions received or receivable from participants | 2011-08-31 | $139,549 |
| Other income received | 2011-08-31 | $100,538 |
| Net income (gross income less expenses) | 2011-08-31 | $193,592 |
| Net plan assets at end of year (total assets less liabilities) | 2011-08-31 | $1,167,636 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-08-31 | $974,044 |
| Total contributions received or receivable from employer(s) | 2011-08-31 | $86,255 |
| 2017: HOLY SPIRIT EPISCOPAL SCHOOL TAX SHELTERED RETIREMENT ANNUITY PLAN 2017 form 5500 responses |
|---|
| 2017-09-01 | Type of plan entity | Single employer plan |
| 2017-09-01 | Submission has been amended | Yes |
| 2017-09-01 | Plan funding arrangement – Insurance | Yes |
| 2017-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: HOLY SPIRIT EPISCOPAL SCHOOL TAX SHELTERED RETIREMENT ANNUITY PLAN 2016 form 5500 responses |
|---|
| 2016-09-01 | Type of plan entity | Single employer plan |
| 2016-09-01 | Plan funding arrangement – Insurance | Yes |
| 2016-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: HOLY SPIRIT EPISCOPAL SCHOOL TAX SHELTERED RETIREMENT ANNUITY PLAN 2015 form 5500 responses |
|---|
| 2015-09-01 | Type of plan entity | Single employer plan |
| 2015-09-01 | Plan funding arrangement – Insurance | Yes |
| 2015-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: HOLY SPIRIT EPISCOPAL SCHOOL TAX SHELTERED RETIREMENT ANNUITY PLAN 2014 form 5500 responses |
|---|
| 2014-09-01 | Type of plan entity | Single employer plan |
| 2014-09-01 | Submission has been amended | Yes |
| 2014-09-01 | Plan funding arrangement – Insurance | Yes |
| 2014-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: HOLY SPIRIT EPISCOPAL SCHOOL TAX SHELTERED RETIREMENT ANNUITY PLAN 2013 form 5500 responses |
|---|
| 2013-09-01 | Type of plan entity | Single employer plan |
| 2013-09-01 | Plan funding arrangement – Insurance | Yes |
| 2013-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: HOLY SPIRIT EPISCOPAL SCHOOL TAX SHELTERED RETIREMENT ANNUITY PLAN 2011 form 5500 responses |
|---|
| 2011-09-01 | Type of plan entity | Single employer plan |
| 2011-09-01 | Plan funding arrangement – Insurance | Yes |
| 2011-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: HOLY SPIRIT EPISCOPAL SCHOOL TAX SHELTERED RETIREMENT ANNUITY PLAN 2010 form 5500 responses |
|---|
| 2010-09-01 | Type of plan entity | Single employer plan |
| 2010-09-01 | Plan funding arrangement – Insurance | Yes |
| 2010-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: HOLY SPIRIT EPISCOPAL SCHOOL TAX SHELTERED RETIREMENT ANNUITY PLAN 2009 form 5500 responses |
|---|
| 2009-09-01 | Type of plan entity | Single employer plan |
| 2009-09-01 | Plan funding arrangement – Insurance | Yes |
| 2009-09-01 | Plan benefit arrangement – Insurance | Yes |
