401k Plan data: CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN plan

CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN
Plan identification number	002

CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met. Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

CESAR CHAVEZ PUBLIC CHARTER SCHOOLS FOR PUBLIC POLICY has sponsored the creation of one or more 401k plans.

Company Name: CESAR CHAVEZ PUBLIC CHARTER SCHOOLS FOR PUBLIC POLICY

Employer identification number (EIN): 522088566

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-07-01
002 2013-07-01
002 2012-07-01 PATRICIA BEVIS PATRICIA BEVIS 2014-04-14
002 2011-07-01 PATRICIA BEVIS PATRICIA BEVIS 2013-04-11
002 2009-07-01 SEAN SONGER SEAN SONGER 2011-04-15
002 2009-07-01 SEAN SONGER SEAN SONGER 2011-04-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2014-07-01
002	2013-07-01
002	2012-07-01	PATRICIA BEVIS	PATRICIA BEVIS	2014-04-14
002	2011-07-01	PATRICIA BEVIS	PATRICIA BEVIS	2013-04-11
002	2009-07-01	SEAN SONGER	SEAN SONGER	2011-04-15
002	2009-07-01	SEAN SONGER	SEAN SONGER	2011-04-14

Plan Statistics for CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2014: CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 187
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 0
Total participants 2014-07-01 0
Number of participants with account balances 2014-07-01 0
2013: CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 175
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 101
Number of other retired or separated participants entitled to future benefits 2013-07-01 86
Total of all active and inactive participants 2013-07-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 188
Number of participants with account balances 2013-07-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 6
2012: CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 172
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 82
Number of other retired or separated participants entitled to future benefits 2012-07-01 92
Total of all active and inactive participants 2012-07-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 1
Total participants 2012-07-01 175
Number of participants with account balances 2012-07-01 175
2011: CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 146
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 150
Number of other retired or separated participants entitled to future benefits 2011-07-01 22
Total of all active and inactive participants 2011-07-01 172
Total participants 2011-07-01 172
Number of participants with account balances 2011-07-01 163
2009: CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 113
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 99
Number of other retired or separated participants entitled to future benefits 2009-07-01 22
Total of all active and inactive participants 2009-07-01 121
Total participants 2009-07-01 121
Number of participants with account balances 2009-07-01 114

Measure	Date	Value
2014: CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	187
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	0
Total participants	2014-07-01	0
Number of participants with account balances	2014-07-01	0
2013: CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	175
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	101
Number of other retired or separated participants entitled to future benefits	2013-07-01	86
Total of all active and inactive participants	2013-07-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	188
Number of participants with account balances	2013-07-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	6
2012: CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	172
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	82
Number of other retired or separated participants entitled to future benefits	2012-07-01	92
Total of all active and inactive participants	2012-07-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	1
Total participants	2012-07-01	175
Number of participants with account balances	2012-07-01	175
2011: CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	146
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	150
Number of other retired or separated participants entitled to future benefits	2011-07-01	22
Total of all active and inactive participants	2011-07-01	172
Total participants	2011-07-01	172
Number of participants with account balances	2011-07-01	163
2009: CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	113
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	99
Number of other retired or separated participants entitled to future benefits	2009-07-01	22
Total of all active and inactive participants	2009-07-01	121
Total participants	2009-07-01	121
Number of participants with account balances	2009-07-01	114

Financial Data on CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2015 : CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total transfer of assets from this plan	2015-06-30	$1,335,552
Total liabilities at end 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	$0
Total of all expenses incurred	2015-06-30	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$0
Value of total assets at end of year	2015-06-30	$0
Value of total assets at beginning of year	2015-06-30	$1,335,552
Total interest from all sources	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Assets. Real estate other than employer real property at end of year	2015-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-06-30	$0
Was this plan covered by a fidelity bond	2015-06-30	No
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$0
Participant contributions at end of year	2015-06-30	$0
Participant contributions at end of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$0
Assets. Loans (other than to participants) at end of year	2015-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2015-06-30	$8,965
Liabilities. Value of operating payables at end of year	2015-06-30	$0
Total non interest bearing cash at end of year	2015-06-30	$0
Total non interest bearing cash at beginning of year	2015-06-30	$67,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$0
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$1,335,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Assets. partnership/joint venture interests at end of year	2015-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$1,021,478
Value of interest in pooled separate accounts at end of year	2015-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$61,765
Interest earned on other investments	2015-06-30	$0
Value of interest in master investment trust accounts at end of year	2015-06-30	$0
Value of interest in common/collective trusts at end of year	2015-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2015-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$176,295
Asset value of US Government securities at end of year	2015-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$0
Net investment gain/loss from pooled separate accounts	2015-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Assets. Invements in employer securities at end of year	2015-06-30	$0
Assets. Value of employer real property at end of year	2015-06-30	$0
Employer contributions (assets) at end of year	2015-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$0
Asset. Corporate debt instrument preferred debt at end of year	2015-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-06-30	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2015-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2015-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-06-30	$0
Did the plan have assets held for investment	2015-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Liabilities. Value of acquisition indebtedness at end of year	2015-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	RAFFA, P.C.
Accountancy firm EIN	2015-06-30	521511275
2014 : CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$379,150
Total of all expenses incurred	2014-06-30	$225,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$225,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$189,832
Value of total assets at end of year	2014-06-30	$1,335,552
Value of total assets at beginning of year	2014-06-30	$1,181,985
Total interest from all sources	2014-06-30	$712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	No
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$177,458
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$12,374
Assets. Loans (other than to participants) at end of year	2014-06-30	$8,965
Total non interest bearing cash at end of year	2014-06-30	$67,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$153,567
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$1,335,552
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$1,181,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$1,021,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$897,173
Value of interest in pooled separate accounts at end of year	2014-06-30	$61,765
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$132,971
Interest earned on other investments	2014-06-30	$712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$176,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$151,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$178,225
Net investment gain/loss from pooled separate accounts	2014-06-30	$10,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$225,583
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	RAFFA, P.C.
Accountancy firm EIN	2014-06-30	521511275
2013 : CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-06-30	$396,423
Total of all expenses incurred	2013-06-30	$67,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$67,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$284,006
Value of total assets at end of year	2013-06-30	$1,181,985
Value of total assets at beginning of year	2013-06-30	$852,842
Total interest from all sources	2013-06-30	$612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	No
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$203,807
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$80,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$329,143
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$1,181,985
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$852,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$897,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$622,483
Value of interest in pooled separate accounts at end of year	2013-06-30	$132,971
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$109,733
Interest earned on other investments	2013-06-30	$612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$151,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$120,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$101,764
Net investment gain/loss from pooled separate accounts	2013-06-30	$10,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$67,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	RAFFA, P.C.
Accountancy firm EIN	2013-06-30	521511275
2012 : CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$160,290
Total of all expenses incurred	2012-06-30	$18,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$18,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$139,390
Value of total assets at end of year	2012-06-30	$852,842
Value of total assets at beginning of year	2012-06-30	$710,674
Total interest from all sources	2012-06-30	$443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	No
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$139,390
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$142,168
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$852,842
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$710,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$622,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$522,632
Value of interest in pooled separate accounts at end of year	2012-06-30	$109,733
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$96,785
Interest earned on other investments	2012-06-30	$443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$120,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$91,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$9,616
Net investment gain/loss from pooled separate accounts	2012-06-30	$10,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$18,122
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	RAFFA, P.C.
Accountancy firm EIN	2012-06-30	521511275
2011 : CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-06-30	$207,485
Total of all expenses incurred	2011-06-30	$10,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$10,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$94,127
Value of total assets at end of year	2011-06-30	$710,675
Value of total assets at beginning of year	2011-06-30	$513,336
Total interest from all sources	2011-06-30	$229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	No
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$84,491
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$9,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$197,339
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$710,675
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$513,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$522,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$361,472
Value of interest in pooled separate accounts at end of year	2011-06-30	$96,785
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$76,175
Interest earned on other investments	2011-06-30	$229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$91,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$75,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$97,932
Net investment gain/loss from pooled separate accounts	2011-06-30	$15,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$10,146
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	RAFFA, PC
Accountancy firm EIN	2011-06-30	521511275

Form 5500 Responses for CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN

2014: CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	This submission is the final filing	Yes
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: CESAR CHAVEZ PUBLIC CHARTER HIGH SCHOOL FOR PUBLIC POLICY TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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CESAR CHAVEZ FOUNDATION 403(B) PLAN [EIN = 952466747]

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Company Name:	CESAR CHAVEZ PUBLIC CHARTER SCHOOLS FOR PUBLIC POLICY
Employer identification number (EIN):	522088566
NAIC Classification:	611000