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WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 401k Plan overview

Plan NameWESTERN CHRISTIAN SCHOOLS 403(B) PLAN
Plan identification number 002

WESTERN CHRISTIAN SCHOOLS 403(B) PLAN Benefits

401k Plan TypeDefined 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.
  • 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

WESTERN CHRISTIAN SCHOOLS has sponsored the creation of one or more 401k plans.

Company Name:WESTERN CHRISTIAN SCHOOLS
Employer identification number (EIN):952272400
NAIC Classification:611000

Additional information about WESTERN CHRISTIAN SCHOOLS

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0355943

More information about WESTERN CHRISTIAN SCHOOLS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN CHRISTIAN SCHOOLS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01JENNIFER NAVARRO2023-04-13 JENNIFER NAVARRO2023-04-13
0022020-07-01JENNIFER NAVARRO2022-04-15 JENNIFER NAVARRO2022-04-15
0022019-07-01JENNIFER NAVARRO2021-04-13 JENNIFER NAVARRO2021-04-13
0022018-07-01JENNIFER NAVARRO2020-04-06 JENNIFER NAVARRO2020-04-06
0022017-07-01SONIA RANGEL2019-04-12 SONIA RANGEL2019-04-12
0022016-07-01
0022015-07-01
0022014-07-01
0022014-07-01
0022013-07-01SONIA RANGEL
0022012-07-01SONIA RANGEL2014-04-10
0022011-07-01SONIA RANGEL2013-03-08
0022010-07-01SONIA RANGEL2012-04-16
0022008-07-01STEPHANIE MYERS

Plan Statistics for WESTERN CHRISTIAN SCHOOLS 403(B) PLAN

401k plan membership statisitcs for WESTERN CHRISTIAN SCHOOLS 403(B) PLAN

Measure Date Value
2021: WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01141
Total number of active participants reported on line 7a of the Form 55002021-07-01181
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0129
Total of all active and inactive participants2021-07-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01210
Number of participants with account balances2021-07-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01186
Total number of active participants reported on line 7a of the Form 55002020-07-01108
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0133
Total of all active and inactive participants2020-07-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01141
Number of participants with account balances2020-07-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01169
Total number of active participants reported on line 7a of the Form 55002019-07-01104
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0182
Total of all active and inactive participants2019-07-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01186
Number of participants with account balances2019-07-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01192
Total number of active participants reported on line 7a of the Form 55002018-07-01123
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0146
Total of all active and inactive participants2018-07-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01169
Number of participants with account balances2018-07-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-012
2017: WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01185
Total number of active participants reported on line 7a of the Form 55002017-07-01126
Number of retired or separated participants receiving benefits2017-07-0166
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01192
Number of participants with account balances2017-07-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01175
Total number of active participants reported on line 7a of the Form 55002016-07-01124
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0161
Total of all active and inactive participants2016-07-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01185
Number of participants with account balances2016-07-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01240
Total number of active participants reported on line 7a of the Form 55002015-07-01135
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0140
Total of all active and inactive participants2015-07-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01175
Number of participants with account balances2015-07-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-013
2014: WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01161
Total number of active participants reported on line 7a of the Form 55002014-07-01199
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0141
Total of all active and inactive participants2014-07-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01240
Number of participants with account balances2014-07-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
2013: WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01122
Total number of active participants reported on line 7a of the Form 55002013-07-01126
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0135
Total of all active and inactive participants2013-07-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01161
Number of participants with account balances2013-07-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010

Financial Data on WESTERN CHRISTIAN SCHOOLS 403(B) PLAN

Measure Date Value
2022 : WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-240,129
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$298,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$298,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$173,398
Value of total assets at end of year2022-06-30$2,706,284
Value of total assets at beginning of year2022-06-30$3,245,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$525
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$143,985
Participant contributions at end of year2022-06-30$1,051
Participant contributions at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$16,097
Other income not declared elsewhere2022-06-30$-4,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-538,764
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,706,284
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,245,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in pooled separate accounts at end of year2022-06-30$2,223,649
Value of interest in pooled separate accounts at beginning of year2022-06-30$2,758,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$481,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$486,868
Net investment gain/loss from pooled separate accounts2022-06-30$-408,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$13,316
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$298,110
Contract administrator fees2022-06-30$525
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30GOEHNER ACCOUNTANCY
Accountancy firm EIN2022-06-30954835865
2021 : WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$785,931
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$739,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$737,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$198,328
Value of total assets at end of year2021-06-30$3,245,048
Value of total assets at beginning of year2021-06-30$3,198,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$2,047
Total interest from all sources2021-06-30$0
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 year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$164,078
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$46,870
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,245,048
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,198,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$2,758,180
Value of interest in pooled separate accounts at beginning of year2021-06-30$2,671,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$486,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$526,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$587,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$34,250
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$737,014
Contract administrator fees2021-06-30$2,047
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30GOEHNER ACCOUNTANCY
Accountancy firm EIN2021-06-30954835865
2020 : WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$432,998
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$94,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$93,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$334,247
Value of total assets at end of year2020-06-30$3,198,178
Value of total assets at beginning of year2020-06-30$2,859,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$375
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$375
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$220,515
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$21,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$338,954
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,198,178
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,859,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$2,671,530
Value of interest in pooled separate accounts at beginning of year2020-06-30$2,375,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$526,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$484,111
Net investment gain/loss from pooled separate accounts2020-06-30$98,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$92,100
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$93,669
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30GOEHNER ACCOUNTANCY
Accountancy firm EIN2020-06-30954835865
2019 : WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$433,713
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$71,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$58,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$314,572
Value of total assets at end of year2019-06-30$2,859,224
Value of total assets at beginning of year2019-06-30$2,497,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$13,601
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$13,601
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$203,290
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$15,171
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$13,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$361,971
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,859,224
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,497,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$2,375,113
Value of interest in pooled separate accounts at beginning of year2019-06-30$2,034,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$484,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$442,052
Net investment gain/loss from pooled separate accounts2019-06-30$119,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$98,131
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$5,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$58,141
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30GOEHNER ACCOUNTANCY
Accountancy firm EIN2019-06-30954835865
2018 : WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$442,701
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$246,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$235,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$298,399
Value of total assets at end of year2018-06-30$2,497,253
Value of total assets at beginning of year2018-06-30$2,301,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$11,630
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$187,350
Participant contributions at end of year2018-06-30$15,171
Participant contributions at beginning of year2018-06-30$1,750
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$9,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$196,050
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,497,253
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,301,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$2,034,455
Value of interest in pooled separate accounts at beginning of year2018-06-30$1,905,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$442,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$393,853
Net investment gain/loss from pooled separate accounts2018-06-30$144,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$101,651
Employer contributions (assets) at end of year2018-06-30$5,575
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$235,021
Contract administrator fees2018-06-30$11,630
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30GOEHNER ACCOUNTANCY
Accountancy firm EIN2018-06-30954835865
2017 : WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$454,632
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$56,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$56,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$290,447
Value of total assets at end of year2017-06-30$2,301,203
Value of total assets at beginning of year2017-06-30$1,903,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$375
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$191,000
If this is an individual account plan, was there a blackout period2017-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$171,658
Participant contributions at end of year2017-06-30$1,750
Participant contributions at beginning of year2017-06-30$11,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$397,836
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,301,203
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,903,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$1,905,600
Value of interest in pooled separate accounts at beginning of year2017-06-30$1,514,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$393,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$368,325
Net investment gain/loss from pooled separate accounts2017-06-30$164,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$118,789
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$9,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$56,421
Contract administrator fees2017-06-30$375
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30Yes
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30GOEHNER ACCOUNTANCY
Accountancy firm EIN2017-06-30954835865
2016 : WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$267,752
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$25,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$25,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$269,352
Value of total assets at end of year2016-06-30$1,903,367
Value of total assets at beginning of year2016-06-30$1,661,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$225
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$190,000
If this is an individual account plan, was there a blackout period2016-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$155,635
Participant contributions at end of year2016-06-30$11,897
Participant contributions at beginning of year2016-06-30$11,789
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$2,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$241,948
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,903,367
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,661,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$1,514,010
Value of interest in pooled separate accounts at beginning of year2016-06-30$1,304,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$368,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$339,088
Net investment gain/loss from pooled separate accounts2016-06-30$-1,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$111,050
Employer contributions (assets) at end of year2016-06-30$9,135
Employer contributions (assets) at beginning of year2016-06-30$6,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$25,579
Contract administrator fees2016-06-30$225
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30Yes
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30GOEHNER ACCOUNTANCY
Accountancy firm EIN2016-06-30954835865
2015 : WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$438,770
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$3,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$3,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$409,446
Value of total assets at end of year2015-06-30$1,661,419
Value of total assets at beginning of year2015-06-30$1,226,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$190,000
If this is an individual account plan, was there a blackout period2015-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$150,663
Participant contributions at end of year2015-06-30$11,789
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$148,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$435,370
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,661,419
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,226,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$1,304,282
Value of interest in pooled separate accounts at beginning of year2015-06-30$914,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$339,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$311,725
Net investment gain/loss from pooled separate accounts2015-06-30$29,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$110,545
Employer contributions (assets) at end of year2015-06-30$6,260
Employer contributions (assets) at beginning of year2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$3,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30Yes
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30GOEHNER ACCOUNTANCY
Accountancy firm EIN2015-06-30954835865
2014 : WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$428,844
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$17,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$17,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$338,604
Value of total assets at end of year2014-06-30$1,226,049
Value of total assets at beginning of year2014-06-30$815,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$190,000
If this is an individual account plan, was there a blackout period2014-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$139,459
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$100,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$411,015
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,226,049
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$815,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$914,324
Value of interest in pooled separate accounts at beginning of year2014-06-30$815,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$311,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$90,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$98,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$17,829
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30Yes
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30GOEHNER ACCOUNTANCY
Accountancy firm EIN2014-06-30954835865

Form 5500 Responses for WESTERN CHRISTIAN SCHOOLS 403(B) PLAN

2021: WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedYes
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2008: WESTERN CHRISTIAN SCHOOLS 403(B) PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76141
Policy instance 1
Insurance contract or identification numberG76141
Number of Individuals Covered92
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76141
Policy instance 1
Insurance contract or identification numberG76141
Number of Individuals Covered102
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76141
Policy instance 1
Insurance contract or identification numberG76141
Number of Individuals Covered164
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76141
Policy instance 1
Insurance contract or identification numberG76141
Number of Individuals Covered164
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76141
Policy instance 1
Insurance contract or identification numberG76141
Number of Individuals Covered160
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $978
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76141
Policy instance 1
Insurance contract or identification numberG76141
Number of Individuals Covered135
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $8,737
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $8,737
Insurance broker organization code?3
Insurance broker nameNFP INS SERVICES INC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76141
Policy instance 1
Insurance contract or identification numberG76141
Number of Individuals Covered136
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $6,408
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $6,268
Insurance broker organization code?3
Insurance broker nameJHW FINANCIAL SERVICES INC.
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76141
Policy instance 1
Insurance contract or identification numberG76141
Number of Individuals Covered125
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $11,780
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $11,780
Insurance broker organization code?3
Insurance broker nameJHW FINANCIAL SERVICES INC.

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