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SAGE RIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameSAGE RIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

SAGE RIDGE 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.

401k Sponsoring company profile

SAGE RIDGE SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:SAGE RIDGE SCHOOL
Employer identification number (EIN):860852480
NAIC Classification:611000

Additional information about SAGE RIDGE SCHOOL

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1996-10-14
Company Identification Number: 19961207916
Legal Registered Office Address: 300 EAST SECOND ST STE 1510

RENO
United States of America (USA)
89501

More information about SAGE RIDGE SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAGE RIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01TONYA ROBISON2020-06-29
0012018-01-01TONYA ROBISON2019-07-03
0012017-01-01TONYA ROBISON2018-07-06
0012016-01-01TONYA ROBISON2017-06-14
0012015-01-01TONYA ROBISON2016-07-27
0012014-01-01TONYA ROBISON2015-06-22
0012013-01-01TONYA ROBISON2014-09-23
0012012-01-01TABITHA ASPLING2013-07-08
0012011-01-01TABITHA ASPLING2012-06-04
0012010-01-01CATHY HILL2011-07-15

Plan Statistics for SAGE RIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for SAGE RIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: SAGE RIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01153
Total number of active participants reported on line 7a of the Form 55002022-01-0150
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01104
Total of all active and inactive participants2022-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01155
Number of participants with account balances2022-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SAGE RIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01149
Total number of active participants reported on line 7a of the Form 55002021-01-0148
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01104
Total of all active and inactive participants2021-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01153
Number of participants with account balances2021-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: SAGE RIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01121
Total number of active participants reported on line 7a of the Form 55002020-01-0145
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01103
Total of all active and inactive participants2020-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01149
Number of participants with account balances2020-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016

Financial Data on SAGE RIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : SAGE RIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-511,258
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$116,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$116,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$304,234
Value of total assets at end of year2022-12-31$4,946,026
Value of total assets at beginning of year2022-12-31$5,573,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$25,008
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$250,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$167,915
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$23,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-627,723
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,946,026
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,573,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,034,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,707,698
Value of interest in pooled separate accounts at end of year2022-12-31$240,875
Value of interest in pooled separate accounts at beginning of year2022-12-31$227,481
Interest earned on other investments2022-12-31$25,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$671,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$638,570
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$19,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-859,025
Net investment gain/loss from pooled separate accounts2022-12-31$18,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$112,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$97,036
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2022-12-31581250486
2021 : SAGE RIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,096,648
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$819,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$819,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$384,072
Value of total assets at end of year2021-12-31$5,573,749
Value of total assets at beginning of year2021-12-31$5,296,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$21,353
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$184,953
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$79,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$277,064
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,573,749
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,296,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,707,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,423,289
Value of interest in pooled separate accounts at end of year2021-12-31$227,481
Value of interest in pooled separate accounts at beginning of year2021-12-31$193,388
Interest earned on other investments2021-12-31$21,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$638,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$680,008
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$24,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$656,890
Net investment gain/loss from pooled separate accounts2021-12-31$34,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$119,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$794,679
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2021-12-31581250486
2020 : SAGE RIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$754,374
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,005,650
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$188,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$168,916
Expenses. Certain deemed distributions of participant loans2020-12-31$20,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$371,224
Value of total assets at end of year2020-12-31$5,296,685
Value of total assets at beginning of year2020-12-31$3,725,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$23,760
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$210,326
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$816,729
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,296,685
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,725,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,423,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,017,386
Value of interest in pooled separate accounts at end of year2020-12-31$193,388
Value of interest in pooled separate accounts at beginning of year2020-12-31$148,430
Interest on participant loans2020-12-31$372
Interest earned on other investments2020-12-31$23,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$680,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$559,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$612,289
Net investment gain/loss from pooled separate accounts2020-12-31$-1,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$148,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$168,916
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2020-12-31581250486

Form 5500 Responses for SAGE RIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

2022: SAGE RIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: SAGE RIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: SAGE RIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387051
Policy instance 1
Insurance contract or identification number387051
Number of Individuals Covered158
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387051
Policy instance 1
Insurance contract or identification number387051
Number of Individuals Covered154
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387051
Policy instance 1
Insurance contract or identification number387051
Number of Individuals Covered149
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 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?Yes
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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