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Plan Name | ESCUELA DEL RIO 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ESCUELA DEL RIO |
Employer identification number (EIN): | 953041199 |
NAIC Classification: | 611000 |
Additional information about ESCUELA DEL RIO
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1975-05-19 |
Company Identification Number: | C0736437 |
Legal Registered Office Address: |
5940 Rosario Ave Atascadero United States of America (USA) 93422 |
More information about ESCUELA DEL RIO
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-07-01 | LAURA LOSEE | 2023-08-21 | ||
001 | 2021-07-01 | DEBORAH A. ARGANO | 2022-12-21 | ||
001 | 2020-07-01 | ||||
001 | 2019-07-01 | ||||
001 | 2018-07-01 | ||||
001 | 2017-07-01 | ||||
001 | 2016-07-01 | ||||
001 | 2015-07-01 | ||||
001 | 2014-07-01 | ||||
001 | 2013-07-01 | SHERRY L. FONTAN | |||
001 | 2012-07-01 | SHERRY L. FONTAN | |||
001 | 2011-07-01 | SHERRY L. FONTAN | |||
001 | 2009-07-01 | DOUGLAS S. HENDRY |
Measure | Date | Value |
---|---|---|
2015: ESCUELA DEL RIO 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-07-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 16 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 6 |
Total of all active and inactive participants | 2015-07-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 22 |
Number of participants with account balances | 2015-07-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 3 |
2014: ESCUELA DEL RIO 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-07-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 13 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 10 |
Total of all active and inactive participants | 2014-07-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 23 |
Number of participants with account balances | 2014-07-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 7 |
2013: ESCUELA DEL RIO 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-07-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 19 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 7 |
Total of all active and inactive participants | 2013-07-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 26 |
Number of participants with account balances | 2013-07-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 4 |
2012: ESCUELA DEL RIO 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-07-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 20 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 9 |
Total of all active and inactive participants | 2012-07-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 29 |
Number of participants with account balances | 2012-07-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 4 |
2011: ESCUELA DEL RIO 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-07-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 25 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 1 |
Total of all active and inactive participants | 2011-07-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 26 |
Number of participants with account balances | 2011-07-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
2009: ESCUELA DEL RIO 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 23 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 5 |
Total of all active and inactive participants | 2009-07-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 28 |
Number of participants with account balances | 2009-07-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 2 |
Measure | Date | Value |
---|---|---|
2016 : ESCUELA DEL RIO 401(K) PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-06-30 | $11,488 |
Total plan liabilities at end of year | 2016-06-30 | $0 |
Total plan liabilities at beginning of year | 2016-06-30 | $0 |
Total income from all sources | 2016-06-30 | $26,189 |
Expenses. Total of all expenses incurred | 2016-06-30 | $75,707 |
Benefits paid (including direct rollovers) | 2016-06-30 | $74,882 |
Total plan assets at end of year | 2016-06-30 | $403,116 |
Total plan assets at beginning of year | 2016-06-30 | $441,146 |
Value of fidelity bond covering the plan | 2016-06-30 | $60,000 |
Total contributions received or receivable from participants | 2016-06-30 | $9,946 |
Other income received | 2016-06-30 | $-173 |
Net income (gross income less expenses) | 2016-06-30 | $-49,518 |
Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $403,116 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $441,146 |
Assets. Value of real-estate (other than employer real property) | 2016-06-30 | $0 |
Total contributions received or receivable from employer(s) | 2016-06-30 | $16,416 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $825 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
2015 : ESCUELA DEL RIO 401(K) PLAN 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-06-30 | $0 |
Total plan liabilities at beginning of year | 2015-06-30 | $0 |
Total income from all sources | 2015-06-30 | $51,704 |
Expenses. Total of all expenses incurred | 2015-06-30 | $44,519 |
Benefits paid (including direct rollovers) | 2015-06-30 | $44,001 |
Total plan assets at end of year | 2015-06-30 | $441,146 |
Total plan assets at beginning of year | 2015-06-30 | $433,961 |
Value of fidelity bond covering the plan | 2015-06-30 | $60,000 |
Total contributions received or receivable from participants | 2015-06-30 | $9,260 |
Expenses. Other expenses not covered elsewhere | 2015-06-30 | $518 |
Other income received | 2015-06-30 | $29,898 |
Noncash contributions received | 2015-06-30 | $0 |
Net income (gross income less expenses) | 2015-06-30 | $7,185 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $441,146 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $433,961 |
Total contributions received or receivable from employer(s) | 2015-06-30 | $12,546 |
Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
Value of corrective distributions | 2015-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
2014 : ESCUELA DEL RIO 401(K) PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-06-30 | $0 |
Total plan liabilities at end of year | 2014-06-30 | $0 |
Total plan liabilities at beginning of year | 2014-06-30 | $0 |
Total income from all sources | 2014-06-30 | $148,697 |
Expenses. Total of all expenses incurred | 2014-06-30 | $44,287 |
Benefits paid (including direct rollovers) | 2014-06-30 | $44,165 |
Total plan assets at end of year | 2014-06-30 | $433,961 |
Total plan assets at beginning of year | 2014-06-30 | $329,551 |
Value of fidelity bond covering the plan | 2014-06-30 | $40,000 |
Total contributions received or receivable from participants | 2014-06-30 | $10,330 |
Expenses. Other expenses not covered elsewhere | 2014-06-30 | $122 |
Contributions received from other sources (not participants or employers) | 2014-06-30 | $49,754 |
Other income received | 2014-06-30 | $70,609 |
Noncash contributions received | 2014-06-30 | $0 |
Net income (gross income less expenses) | 2014-06-30 | $104,410 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $433,961 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $329,551 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $18,004 |
Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
Value of corrective distributions | 2014-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
2013 : ESCUELA DEL RIO 401(K) PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-06-30 | $0 |
Total plan liabilities at end of year | 2013-06-30 | $0 |
Total plan liabilities at beginning of year | 2013-06-30 | $0 |
Total income from all sources | 2013-06-30 | $72,031 |
Expenses. Total of all expenses incurred | 2013-06-30 | $4,000 |
Benefits paid (including direct rollovers) | 2013-06-30 | $4,000 |
Total plan assets at end of year | 2013-06-30 | $329,551 |
Total plan assets at beginning of year | 2013-06-30 | $261,520 |
Value of fidelity bond covering the plan | 2013-06-30 | $40,000 |
Total contributions received or receivable from participants | 2013-06-30 | $8,025 |
Expenses. Other expenses not covered elsewhere | 2013-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2013-06-30 | $0 |
Other income received | 2013-06-30 | $43,598 |
Noncash contributions received | 2013-06-30 | $0 |
Net income (gross income less expenses) | 2013-06-30 | $68,031 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $329,551 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $261,520 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $20,408 |
Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
Value of corrective distributions | 2013-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
2012 : ESCUELA DEL RIO 401(K) PLAN 2012 401k financial data | ||
Transfers to/from the plan | 2012-06-30 | $0 |
Total plan liabilities at end of year | 2012-06-30 | $0 |
Total plan liabilities at beginning of year | 2012-06-30 | $679 |
Total income from all sources | 2012-06-30 | $49,169 |
Expenses. Total of all expenses incurred | 2012-06-30 | $93,177 |
Benefits paid (including direct rollovers) | 2012-06-30 | $93,177 |
Total plan assets at end of year | 2012-06-30 | $261,520 |
Total plan assets at beginning of year | 2012-06-30 | $306,207 |
Value of fidelity bond covering the plan | 2012-06-30 | $40,000 |
Total contributions received or receivable from participants | 2012-06-30 | $8,120 |
Expenses. Other expenses not covered elsewhere | 2012-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2012-06-30 | $0 |
Other income received | 2012-06-30 | $19,682 |
Noncash contributions received | 2012-06-30 | $0 |
Net income (gross income less expenses) | 2012-06-30 | $-44,008 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $261,520 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $305,528 |
Total contributions received or receivable from employer(s) | 2012-06-30 | $21,367 |
Value of certain deemed distributions of participant loans | 2012-06-30 | $0 |
Value of corrective distributions | 2012-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
2011 : ESCUELA DEL RIO 401(K) PLAN 2011 401k financial data | ||
Transfers to/from the plan | 2011-06-30 | $0 |
Total plan liabilities at end of year | 2011-06-30 | $679 |
Total plan liabilities at beginning of year | 2011-06-30 | $750 |
Total income from all sources | 2011-06-30 | $33,866 |
Expenses. Total of all expenses incurred | 2011-06-30 | $79,017 |
Benefits paid (including direct rollovers) | 2011-06-30 | $77,979 |
Total plan assets at end of year | 2011-06-30 | $306,207 |
Total plan assets at beginning of year | 2011-06-30 | $351,429 |
Value of fidelity bond covering the plan | 2011-06-30 | $370,000 |
Total contributions received or receivable from participants | 2011-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-06-30 | $1,038 |
Contributions received from other sources (not participants or employers) | 2011-06-30 | $0 |
Other income received | 2011-06-30 | $3,643 |
Noncash contributions received | 2011-06-30 | $0 |
Net income (gross income less expenses) | 2011-06-30 | $-45,151 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $305,528 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $350,679 |
Assets. Value of real-estate (other than employer real property) | 2011-06-30 | $0 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $30,223 |
Value of certain deemed distributions of participant loans | 2011-06-30 | $0 |
Value of corrective distributions | 2011-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-06-30 | $0 |
Minimum employer required contribution for this plan year | 2011-06-30 | $30,223 |
Amount contributed by the employer to the plan for this plan year | 2011-06-30 | $30,223 |
2010 : ESCUELA DEL RIO 401(K) PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-06-30 | $0 |
Minimum employer required contribution for this plan year | 2010-06-30 | $33,675 |
Amount contributed by the employer to the plan for this plan year | 2010-06-30 | $33,675 |
2015: ESCUELA DEL RIO 401(K) PLAN 2015 form 5500 responses | ||
---|---|---|
2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: ESCUELA DEL RIO 401(K) PLAN 2014 form 5500 responses | ||
2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: ESCUELA DEL RIO 401(K) PLAN 2013 form 5500 responses | ||
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: ESCUELA DEL RIO 401(K) PLAN 2012 form 5500 responses | ||
2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: ESCUELA DEL RIO 401(K) PLAN 2011 form 5500 responses | ||
2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2009: ESCUELA DEL RIO 401(K) PLAN 2009 form 5500 responses | ||
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |