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

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

Plan Name	ASPIRE PUBLIC SCHOOLS 403(B) CA
Plan identification number	003

ASPIRE PUBLIC SCHOOLS 403(B) CA Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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(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.
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) CA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-07-01
003 2019-07-01
003 2018-07-01
003 2017-07-01
003 2016-07-01 DELPHINE SHERMAN 2018-01-16
003 2015-07-01 DELPHINE SHERMAN 2017-01-31
003 2014-07-01 DELPHINE SHERMAN 2016-01-25

Plan Statistics for ASPIRE PUBLIC SCHOOLS 403(B) CA

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

Measure Date Value
2020: ASPIRE PUBLIC SCHOOLS 403(B) CA 2020 401k membership
Total participants, beginning-of-year 2020-07-01 131
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 125
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 45
Total of all active and inactive participants 2020-07-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 170
Number of participants with account balances 2020-07-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 1
2019: ASPIRE PUBLIC SCHOOLS 403(B) CA 2019 401k membership
Total participants, beginning-of-year 2019-07-01 333
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 91
Number of other retired or separated participants entitled to future benefits 2019-07-01 11
Total of all active and inactive participants 2019-07-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 102
Number of participants with account balances 2019-07-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 10
2018: ASPIRE PUBLIC SCHOOLS 403(B) CA 2018 401k membership
Total participants, beginning-of-year 2018-07-01 351
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 307
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 26
Total of all active and inactive participants 2018-07-01 333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 333
Number of participants with account balances 2018-07-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 10
2017: ASPIRE PUBLIC SCHOOLS 403(B) CA 2017 401k membership
Total participants, beginning-of-year 2017-07-01 139
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 116
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 42
Total of all active and inactive participants 2017-07-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 158
Number of participants with account balances 2017-07-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 10

Measure	Date	Value
2020: ASPIRE PUBLIC SCHOOLS 403(B) CA 2020 401k membership
Total participants, beginning-of-year	2020-07-01	131
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	125
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	45
Total of all active and inactive participants	2020-07-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	170
Number of participants with account balances	2020-07-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	1
2019: ASPIRE PUBLIC SCHOOLS 403(B) CA 2019 401k membership
Total participants, beginning-of-year	2019-07-01	333
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	91
Number of other retired or separated participants entitled to future benefits	2019-07-01	11
Total of all active and inactive participants	2019-07-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	102
Number of participants with account balances	2019-07-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	10
2018: ASPIRE PUBLIC SCHOOLS 403(B) CA 2018 401k membership
Total participants, beginning-of-year	2018-07-01	351
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	307
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	26
Total of all active and inactive participants	2018-07-01	333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	333
Number of participants with account balances	2018-07-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	10
2017: ASPIRE PUBLIC SCHOOLS 403(B) CA 2017 401k membership
Total participants, beginning-of-year	2017-07-01	139
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	116
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	42
Total of all active and inactive participants	2017-07-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	158
Number of participants with account balances	2017-07-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	10

Financial Data on ASPIRE PUBLIC SCHOOLS 403(B) CA

Measure	Date	Value
2022 : ASPIRE PUBLIC SCHOOLS 403(B) CA 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-1,488
Total of all expenses incurred	2022-06-30	$42,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$41,587
Value of total corrective distributions	2022-06-30	$221
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$235,604
Value of total assets at end of year	2022-06-30	$1,524,449
Value of total assets at beginning of year	2022-06-30	$1,568,860
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$1,115
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$137,744
Participant contributions at end of year	2022-06-30	$189
Participant contributions at beginning of year	2022-06-30	$4,121
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-44,411
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$1,524,449
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$1,568,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$1,350,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$1,409,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$3,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$909
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-237,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$97,860
Employer contributions (assets) at end of year	2022-06-30	$169,910
Employer contributions (assets) at beginning of year	2022-06-30	$154,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$41,587
Contract administrator fees	2022-06-30	$1,115
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	GILBERT CPAS.
Accountancy firm EIN	2022-06-30	680037990
2021 : ASPIRE PUBLIC SCHOOLS 403(B) CA 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$479,757
Total of all expenses incurred	2021-06-30	$19,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$15,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$164,958
Value of total assets at end of year	2021-06-30	$1,568,860
Value of total assets at beginning of year	2021-06-30	$1,108,174
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$3,578
Total interest from all sources	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	No
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	$92,997
Participant contributions at end of year	2021-06-30	$4,121
Participant contributions at beginning of year	2021-06-30	$3,659
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$0
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
Income. Non cash contributions	2021-06-30	$812
Value of net income/loss	2021-06-30	$460,686
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$1,568,860
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$1,108,174
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$1,409,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$1,022,047
Interest earned on other investments	2021-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$7
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$314,799
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
Contributions received in cash from employer	2021-06-30	$71,149
Employer contributions (assets) at end of year	2021-06-30	$154,511
Employer contributions (assets) at beginning of year	2021-06-30	$82,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$15,493
Contract administrator fees	2021-06-30	$3,578
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
Accountancy firm name	2021-06-30	GILBERT ASSOCIATES, INC.
Accountancy firm EIN	2021-06-30	680037990
2020 : ASPIRE PUBLIC SCHOOLS 403(B) CA 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$208,589
Total of all expenses incurred	2020-06-30	$110,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$106,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$146,402
Value of total assets at end of year	2020-06-30	$1,102,910
Value of total assets at beginning of year	2020-06-30	$1,005,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$3,998
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	$105,414
Participant contributions at end of year	2020-06-30	$2,215
Participant contributions at beginning of year	2020-06-30	$3,640
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	$97,729
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$1,102,910
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$1,005,181
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	$1,022,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$901,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$7
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$33,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$33,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$62,187
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	$40,988
Employer contributions (assets) at end of year	2020-06-30	$78,642
Employer contributions (assets) at beginning of year	2020-06-30	$66,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$106,862
Contract administrator fees	2020-06-30	$3,998
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) CA 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$205,485
Total of all expenses incurred	2019-06-30	$83,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$78,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$155,994
Value of total assets at end of year	2019-06-30	$1,005,181
Value of total assets at beginning of year	2019-06-30	$883,643
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$5,381
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	$100,821
Participant contributions at end of year	2019-06-30	$3,640
Participant contributions at beginning of year	2019-06-30	$4,033
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$501
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	$121,538
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$1,005,181
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$883,643
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	$901,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$763,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$33,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$11,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$11,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$49,491
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	$54,672
Employer contributions (assets) at end of year	2019-06-30	$66,227
Employer contributions (assets) at beginning of year	2019-06-30	$104,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$78,566
Contract administrator fees	2019-06-30	$5,381
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) CA 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$4,135
Total income from all sources (including contributions)	2018-06-30	$307,644
Total of all expenses incurred	2018-06-30	$104,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$99,104
Value of total corrective distributions	2018-06-30	$4,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$236,011
Value of total assets at end of year	2018-06-30	$883,643
Value of total assets at beginning of year	2018-06-30	$685,099
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$1,779
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	$131,893
Participant contributions at end of year	2018-06-30	$4,033
Participant contributions at beginning of year	2018-06-30	$5,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$4,135
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	$202,679
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$883,643
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$680,964
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
Investment advisory and management fees	2018-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$763,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$581,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$11,516
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$71,633
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	$104,118
Employer contributions (assets) at end of year	2018-06-30	$104,118
Employer contributions (assets) at beginning of year	2018-06-30	$98,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$99,104
Contract administrator fees	2018-06-30	$1,779
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

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

2020: ASPIRE PUBLIC SCHOOLS 403(B) CA 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) CA 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) CA 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) CA 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

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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