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JARROW MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameJARROW MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 002

JARROW MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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

JARROW MONTESSORI SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:JARROW MONTESSORI SCHOOL
Employer identification number (EIN):840531208
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JARROW MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MARLENA CARLSON2024-03-25
0022022-01-01MARLENA CARLSON2023-04-04
0022021-01-01MARLENA CARLSON2022-02-20
0022020-01-01MARLENA CARLSON2021-06-03
0022019-01-01MARLENA CARLSON2020-06-09
0022018-01-01MARLENA CARLSON2019-05-22
0022017-01-01MARLENA CARLSON2018-05-24
0022016-01-01MARLENA CARLSON2017-05-09
0022015-01-01MARLENA CARLSON2016-06-03
0022014-01-01MARLENA CARLSON2015-06-01
0022013-01-01MARLENA CARLSON2014-05-28
0022012-01-01MARLENA CARLSON2013-06-28
0022011-01-01MARLENA CARLSON2012-05-29
0022010-01-01MARLENA CARLSON2011-08-10

Financial Data on JARROW MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2025 : JARROW MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-0233634
Net assets as of the end of the plan year2025-06-021124040
Total assets as of the beginning of the plan year2025-06-02873227
Participant contributions to plan in this plan year2025-06-0296504
Other income to plan in this plan year2025-06-02106666
Plan net income in this plan year2025-06-02250813
Net assets as of the end of the plan year2025-06-021124040
Net assets as of the beginning of the plan year2025-06-02873227
Employer contributions to plan in this plan year2025-06-0281277
2024 : JARROW MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-259091
Net assets as of the end of the plan year2024-03-25873227
Total assets as of the beginning of the plan year2024-03-25644152
Participant contributions to plan in this plan year2024-03-2563677
Other income to plan in this plan year2024-03-25110339
Plan net income in this plan year2024-03-25229075
Net assets as of the end of the plan year2024-03-25873227
Net assets as of the beginning of the plan year2024-03-25644152
Employer contributions to plan in this plan year2024-03-2564150
2022 : JARROW MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-02-20150241
Net assets as of the end of the plan year2022-02-20679484
Total assets as of the beginning of the plan year2022-02-20679636
Participant contributions to plan in this plan year2022-02-2052092
Other income to plan in this plan year2022-02-2075111
Plan net income in this plan year2022-02-20-152
Net assets as of the end of the plan year2022-02-20679484
Net assets as of the beginning of the plan year2022-02-20679636
Employer contributions to plan in this plan year2022-02-2022886

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