Home   >   St. Marks School of Texas Defined Contribution Retirement Plan  >  Form 5500
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Company:
St. Marks School of Texas

Plan:
St. Marks School of Texas Defined Contribution Retirement Plan
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Form 5500 | Basic Information
Plan Information
Plan Year 01/01/2010 — 12/31/2010
Effective Date of Plan 07/01/1958
Net Assets as of 12/31/2010 $31,343,767
Plan Number 1
Plan Type Single Employer
Is the plan collectively bargained? No
Did the plan file for an extension of time or the DFVC Program? No
Report Description This is an amended report.
Plan Funding Arrangement Insurance
Plan Benefit Arrangement Insurance

Participant Information as of 12/31/2010
Active (Eligible) Participants 323
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 72
Subtotal 395
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Total 395
Total number of participants as of 01/01/2010 396
Number of participants with account balances 367
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Plan Sponsor Information
Address 10600 Preston Road
Dallas, TX 75230 -4000
Telephone (214) 346-8120
EIN 75-0827460
Industry Code 611000
Named Administrator Suzanne Townsend
Named Plan Sponsor Suzanne Townsend

Plan Administrator Information
Administrator Name St. Marks School of Texas
Address 10600 Preston Road
Dallas, TX 75230 -4000
Telephone (214) 346-8120
Administrator EIN 75-0827460

Audit Information
Audit Status Audited
Auditor Lane Gorman Trubitt, PLLC
Auditor EIN 75-1044330
Audit Opinion Disclaimer
Audit Type Limited Scope Audit

Benefits Provided Under the Plan
Code Benefit Description
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.

  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 $3,000,000
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?