401k Plan data: ASPIRE PUBLIC SCHOOLS 403(B) TN plan

ASPIRE PUBLIC SCHOOLS 403(B) TN 401k Plan overview

Plan Name	ASPIRE PUBLIC SCHOOLS 403(B) TN
Plan identification number	002

ASPIRE PUBLIC SCHOOLS 403(B) TN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

ASPIRE PUBLIC SCHOOLS has sponsored the creation of one or more 401k plans.

Company Name: ASPIRE PUBLIC SCHOOLS

Employer identification number (EIN): 943311088

NAIC Classification: 611000

Additional information about ASPIRE PUBLIC SCHOOLS

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C2158316

More information about ASPIRE PUBLIC SCHOOLS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASPIRE PUBLIC SCHOOLS 403(B) TN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01 MICHAEL WIMBISH 2023-04-17
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01 DELPHINE SHERMAN
002 2015-07-01 DELPHINE SHERMAN
002 2014-07-01 DELPHINE SHERMAN 2016-01-25
002 2013-07-01 DELPHINE SHERMAN 2014-11-10

Plan Statistics for ASPIRE PUBLIC SCHOOLS 403(B) TN

401k plan membership statisitcs for ASPIRE PUBLIC SCHOOLS 403(B) TN

Measure Date Value
2020: ASPIRE PUBLIC SCHOOLS 403(B) TN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 167
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 1
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 84
Total of all active and inactive participants 2020-07-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 85
Number of participants with account balances 2020-07-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: ASPIRE PUBLIC SCHOOLS 403(B) TN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 222
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 60
Number of retired or separated participants receiving benefits 2019-07-01 41
Number of other retired or separated participants entitled to future benefits 2019-07-01 66
Total of all active and inactive participants 2019-07-01 167
Total participants 2019-07-01 167
Number of participants with account balances 2019-07-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 2
2018: ASPIRE PUBLIC SCHOOLS 403(B) TN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 228
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 161
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 61
Total of all active and inactive participants 2018-07-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 222
Number of participants with account balances 2018-07-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 5
2017: ASPIRE PUBLIC SCHOOLS 403(B) TN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 218
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 172
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 54
Total of all active and inactive participants 2017-07-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 226
Number of participants with account balances 2017-07-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 4
2016: ASPIRE PUBLIC SCHOOLS 403(B) TN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 151
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 125
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 46
Total of all active and inactive participants 2016-07-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 171
Number of participants with account balances 2016-07-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: ASPIRE PUBLIC SCHOOLS 403(B) TN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 147
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 142
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 8
Total of all active and inactive participants 2015-07-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 150
Number of participants with account balances 2015-07-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 1

Measure	Date	Value
2020: ASPIRE PUBLIC SCHOOLS 403(B) TN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	167
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	1
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	84
Total of all active and inactive participants	2020-07-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	85
Number of participants with account balances	2020-07-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: ASPIRE PUBLIC SCHOOLS 403(B) TN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	222
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	60
Number of retired or separated participants receiving benefits	2019-07-01	41
Number of other retired or separated participants entitled to future benefits	2019-07-01	66
Total of all active and inactive participants	2019-07-01	167
Total participants	2019-07-01	167
Number of participants with account balances	2019-07-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	2
2018: ASPIRE PUBLIC SCHOOLS 403(B) TN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	228
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	161
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	61
Total of all active and inactive participants	2018-07-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	222
Number of participants with account balances	2018-07-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	5
2017: ASPIRE PUBLIC SCHOOLS 403(B) TN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	218
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	172
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	54
Total of all active and inactive participants	2017-07-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	226
Number of participants with account balances	2017-07-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	4
2016: ASPIRE PUBLIC SCHOOLS 403(B) TN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	151
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	125
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	46
Total of all active and inactive participants	2016-07-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	171
Number of participants with account balances	2016-07-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: ASPIRE PUBLIC SCHOOLS 403(B) TN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	147
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	142
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	8
Total of all active and inactive participants	2015-07-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	150
Number of participants with account balances	2015-07-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	1

Financial Data on ASPIRE PUBLIC SCHOOLS 403(B) TN

Measure	Date	Value
2021 : ASPIRE PUBLIC SCHOOLS 403(B) TN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$2,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$2,241
Total income from all sources (including contributions)	2021-06-30	$181,236
Total of all expenses incurred	2021-06-30	$375,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$370,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,763
Value of total assets at end of year	2021-06-30	$674,270
Value of total assets at beginning of year	2021-06-30	$868,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$4,773
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-06-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$0
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$1,763
Participant contributions at end of year	2021-06-30	$1,770
Participant contributions at beginning of year	2021-06-30	$4,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$-194,213
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$671,791
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$866,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$616,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$781,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$6,428
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$33,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$33,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$179,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Employer contributions (assets) at end of year	2021-06-30	$49,635
Employer contributions (assets) at beginning of year	2021-06-30	$49,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$370,676
Contract administrator fees	2021-06-30	$4,773
Liabilities. Value of benefit claims payable at end of year	2021-06-30	$2,479
Liabilities. Value of benefit claims payable at beginning of year	2021-06-30	$2,241
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
2020 : ASPIRE PUBLIC SCHOOLS 403(B) TN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$179,720
Total of all expenses incurred	2020-06-30	$25,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$22,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$132,126
Value of total assets at end of year	2020-06-30	$876,931
Value of total assets at beginning of year	2020-06-30	$722,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$2,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$72,541
Participant contributions at end of year	2020-06-30	$3,014
Participant contributions at beginning of year	2020-06-30	$2,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$154,008
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$876,931
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$722,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$781,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$643,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$33,130
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$22,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$22,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$47,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$59,585
Employer contributions (assets) at end of year	2020-06-30	$59,585
Employer contributions (assets) at beginning of year	2020-06-30	$55,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$22,842
Contract administrator fees	2020-06-30	$2,870
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	GILBERT ASSOCIATES, INC.
Accountancy firm EIN	2020-06-30	680037990
2019 : ASPIRE PUBLIC SCHOOLS 403(B) TN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$167,915
Total of all expenses incurred	2019-06-30	$123,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$119,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$131,706
Value of total assets at end of year	2019-06-30	$722,923
Value of total assets at beginning of year	2019-06-30	$678,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$3,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$84,988
Participant contributions at end of year	2019-06-30	$2,555
Participant contributions at beginning of year	2019-06-30	$3,931
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$0
Other income not declared elsewhere	2019-06-30	$36,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Income. Non cash contributions	2019-06-30	$0
Value of net income/loss	2019-06-30	$44,823
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$722,923
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$678,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$643,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$581,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$22,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$28,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$28,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$46,718
Employer contributions (assets) at end of year	2019-06-30	$55,134
Employer contributions (assets) at beginning of year	2019-06-30	$63,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$119,550
Contract administrator fees	2019-06-30	$3,542
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	GILBERT ASSOCIATES, INC.
Accountancy firm EIN	2019-06-30	680037990
2018 : ASPIRE PUBLIC SCHOOLS 403(B) TN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$466
Total income from all sources (including contributions)	2018-06-30	$244,520
Total of all expenses incurred	2018-06-30	$96,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$92,921
Value of total corrective distributions	2018-06-30	$1,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$193,014
Value of total assets at end of year	2018-06-30	$678,100
Value of total assets at beginning of year	2018-06-30	$530,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$1,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$105,431
Participant contributions at end of year	2018-06-30	$3,931
Participant contributions at beginning of year	2018-06-30	$3,650
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$23,814
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$466
Other income not declared elsewhere	2018-06-30	$51,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$148,098
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$678,100
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$530,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$581,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$445,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$28,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$16,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$16,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$63,769
Employer contributions (assets) at end of year	2018-06-30	$63,769
Employer contributions (assets) at beginning of year	2018-06-30	$64,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$92,921
Contract administrator fees	2018-06-30	$1,890
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	GILBERT ASSOCIATES, INC.
Accountancy firm EIN	2018-06-30	680037990
2017 : ASPIRE PUBLIC SCHOOLS 403(B) TN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$466
Total income from all sources (including contributions)	2017-06-30	$230,196
Total of all expenses incurred	2017-06-30	$33,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$32,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$182,114
Value of total assets at end of year	2017-06-30	$530,468
Value of total assets at beginning of year	2017-06-30	$333,193
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$1,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$114,314
Participant contributions at end of year	2017-06-30	$3,650
Participant contributions at beginning of year	2017-06-30	$3,020
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$3,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$196,809
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$530,002
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$333,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$445,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$213,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$16,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$11,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$11,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$48,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$64,091
Employer contributions (assets) at end of year	2017-06-30	$64,091
Employer contributions (assets) at beginning of year	2017-06-30	$104,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$32,112
Contract administrator fees	2017-06-30	$1,275
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	GILBERT ASSOCIATES, INC.
Accountancy firm EIN	2017-06-30	680037990
2016 : ASPIRE PUBLIC SCHOOLS 403(B) TN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$183,341
Total of all expenses incurred	2016-06-30	$17,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$16,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$180,718
Value of total assets at end of year	2016-06-30	$333,193
Value of total assets at beginning of year	2016-06-30	$167,006
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$76,233
Participant contributions at end of year	2016-06-30	$3,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$166,187
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$333,193
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$167,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$213,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$127,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$11,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$9,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$9,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$2,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$104,485
Employer contributions (assets) at end of year	2016-06-30	$104,485
Employer contributions (assets) at beginning of year	2016-06-30	$29,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$16,574
Contract administrator fees	2016-06-30	$580
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	GILBERT ASSOCIATES, INC.
Accountancy firm EIN	2016-06-30	680037990

Form 5500 Responses for ASPIRE PUBLIC SCHOOLS 403(B) TN

2020: ASPIRE PUBLIC SCHOOLS 403(B) TN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: ASPIRE PUBLIC SCHOOLS 403(B) TN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: ASPIRE PUBLIC SCHOOLS 403(B) TN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: ASPIRE PUBLIC SCHOOLS 403(B) TN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: ASPIRE PUBLIC SCHOOLS 403(B) TN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: ASPIRE PUBLIC SCHOOLS 403(B) TN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ASPIRE PUBLIC SCHOOLS
Employer identification number (EIN):	943311088
NAIC Classification:	611000

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C2158316

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-07-01	MICHAEL WIMBISH	2023-04-17
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01
002	2016-07-01	DELPHINE SHERMAN
002	2015-07-01	DELPHINE SHERMAN
002	2014-07-01	DELPHINE SHERMAN	2016-01-25
002	2013-07-01	DELPHINE SHERMAN	2014-11-10