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| Benefits Provided Under the Plan | ||
| Code | Benefit | Description |
| 2G | 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. |
| 2L | Code section 403(b)(1) arrangement | A 403(b) plan, also known as a tax-sheltered annuity (TSA) plan, is a retirement plan for certain employees of public schools, employees of certain tax-exempt organizations, and certain ministers. |
| 2M | Code section 403(b)(7) accounts | A 403(b)(7) plan is a tax-deferred retirement plan often available to employees of public schools or non-profit organizations. |
| 2T | Participant-directed Account | Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account. |
| Question | Answer | Amount | |
| 1. | During the plan year did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFT 2510.3-102? | No | |
| 2. | Were any loans by the plan or fixed income obligations due the plan in default as of the close of plan year or classified during the year as uncollectible? Disregard participant loans secured by participant's account balance. | No | |
| 3. | Were any leases to which the plan was a party in default or classified during the year as uncollectible? | No | |
| 4. | Were there any nonexempt transactions with any party-in-interest? | No | |
| 5. | Was this plan covered by a fidelity bond? | Yes | $500,000 |
| 6. | Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? | No | |
| 7. | Did the plan hold any assets whose current value was neither readily determinable on an established market nor set by an independent third party appraiser? | No | |
| 8. | Did the plan receive any noncash contributions whose value was neither readily determinable on an established market nor set by an independent third party appraiser? | No | |
| 9. | Did the plan have assets held for investment? | Yes | |
| 10. | Were any plan transactions or series of transactions in excess of 5% of the current value of plan assets? | No | |
| 11. | Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? | No | |
| 12. | Has the plan failed to provide any benefit when due under the plan? | No | |
| 13. | If this is an individual account plan, was there a blackout period? | No | |
| 14. | If there was a blackout period, have you either provided the required notice or one of the exceptions to providing the notice applied under 29 CFR 2520.101-3? | No |
