401k Plan data: 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. plan

403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC.
Plan identification number	003

403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. Benefits

401k Plan Type

Defined 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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.

401k Sponsoring company profile

ASSOCIATION FOR RESEARCH AND ENLIGH TENMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: ASSOCIATION FOR RESEARCH AND ENLIGH TENMENT, INC.

Employer identification number (EIN): 540573802

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01 WINSOME POWELL 2022-04-12
003 2020-01-01 WINSOME POWELL 2021-03-29
003 2020-01-01 WINSOME POWELL 2021-09-23
003 2019-01-01 HOLLY JONES 2020-10-06
003 2018-01-01 HOLLY JONES 2019-10-15
003 2017-01-01 HOLLY JONES 2018-10-15
003 2016-01-01 HOLLY JONES 2017-10-16
003 2015-01-01 HOLLY JONES 2016-07-29
003 2014-01-01 HOLLY JONES
003 2013-01-01 HOLLY ROACHE JONES
003 2012-01-01 HOLLY JONES
003 2011-01-01 HOLLY JONES
003 2010-01-01 HOLLY ROACHE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2021-01-01	WINSOME POWELL	2022-04-12
003	2020-01-01	WINSOME POWELL	2021-03-29
003	2020-01-01	WINSOME POWELL	2021-09-23
003	2019-01-01	HOLLY JONES	2020-10-06
003	2018-01-01	HOLLY JONES	2019-10-15
003	2017-01-01	HOLLY JONES	2018-10-15
003	2016-01-01	HOLLY JONES	2017-10-16
003	2015-01-01	HOLLY JONES	2016-07-29
003	2014-01-01	HOLLY JONES
003	2013-01-01	HOLLY ROACHE JONES
003	2012-01-01	HOLLY JONES
003	2011-01-01	HOLLY JONES
003	2010-01-01	HOLLY ROACHE

Plan Statistics for 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC.

Measure Date Value
2014: 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 55
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 41
Total of all active and inactive participants 2014-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 96
Number of participants with account balances 2014-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 58
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 32
Total of all active and inactive participants 2013-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 90
Number of participants with account balances 2013-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 68
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 41
Total of all active and inactive participants 2012-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 111
Number of participants with account balances 2012-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 73
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 37
Total of all active and inactive participants 2011-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 110
Number of participants with account balances 2011-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 2010 401k membership
Total participants, beginning-of-year 2010-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 176
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 31
Total of all active and inactive participants 2010-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 207
Number of participants with account balances 2010-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1

Measure	Date	Value
2014: 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	55
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	41
Total of all active and inactive participants	2014-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	96
Number of participants with account balances	2014-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	58
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	32
Total of all active and inactive participants	2013-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	90
Number of participants with account balances	2013-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	68
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	41
Total of all active and inactive participants	2012-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	111
Number of participants with account balances	2012-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	73
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	37
Total of all active and inactive participants	2011-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	110
Number of participants with account balances	2011-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 2010 401k membership
Total participants, beginning-of-year	2010-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	176
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	31
Total of all active and inactive participants	2010-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	207
Number of participants with account balances	2010-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1

Financial Data on 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC.

Measure	Date	Value
2014 : 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$161,132
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$73,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$72,866
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$99,183
Value of total assets at end of year	2014-12-31	$1,536,685
Value of total assets at beginning of year	2014-12-31	$1,449,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$922
Total interest from all sources	2014-12-31	$6,415
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$84,183
Participant contributions at end of year	2014-12-31	$52,730
Participant contributions at beginning of year	2014-12-31	$32,198
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$15,000
Other income not declared elsewhere	2014-12-31	$2
Administrative expenses (other) incurred	2014-12-31	$922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$87,344
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,536,685
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,449,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,016,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$858,253
Interest on participant loans	2014-12-31	$0
Interest earned on other investments	2014-12-31	$6,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$467,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$558,890
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$55,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$72,866
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PM MARES, LLP
Accountancy firm EIN	2014-12-31	540737372
2013 : 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$104,891
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$251,682
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$73,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$72,049
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$94,540
Value of total assets at end of year	2013-12-31	$1,449,341
Value of total assets at beginning of year	2013-12-31	$1,165,915
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,098
Total interest from all sources	2013-12-31	$755
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$94,540
Participant contributions at end of year	2013-12-31	$32,197
Participant contributions at beginning of year	2013-12-31	$15,693
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$40
Administrative expenses (other) incurred	2013-12-31	$1,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$178,535
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,449,341
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,165,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$858,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$682,353
Interest on participant loans	2013-12-31	$755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$558,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$467,869
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$156,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$72,049
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PB MARES, LLP
Accountancy firm EIN	2013-12-31	540737372
2012 : 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$247,507
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$136,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$135,124
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$183,154
Value of total assets at end of year	2012-12-31	$1,165,915
Value of total assets at beginning of year	2012-12-31	$1,054,985
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,453
Total interest from all sources	2012-12-31	$9,281
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$102,667
Participant contributions at end of year	2012-12-31	$15,693
Participant contributions at beginning of year	2012-12-31	$21,779
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$1,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$110,930
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,165,915
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,054,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$682,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$503,630
Interest on participant loans	2012-12-31	$921
Interest earned on other investments	2012-12-31	$8,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$467,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$529,576
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$55,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$80,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$135,124
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PB MARES, LLP
Accountancy firm EIN	2012-12-31	540737372
2011 : 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$119,156
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$99,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$95,627
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$129,826
Value of total assets at end of year	2011-12-31	$1,054,985
Value of total assets at beginning of year	2011-12-31	$1,035,741
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,285
Total interest from all sources	2011-12-31	$9,855
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$97,313
Participant contributions at end of year	2011-12-31	$21,779
Participant contributions at beginning of year	2011-12-31	$25,881
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$4,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$19,244
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,054,985
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,035,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$503,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$465,076
Interest on participant loans	2011-12-31	$1,096
Interest earned on other investments	2011-12-31	$8,759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$529,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$544,784
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$-20,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$32,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$95,627
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WITT MARES
Accountancy firm EIN	2011-12-31	541184709
2010 : 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$173,937
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$267,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$266,550
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$94,250
Value of total assets at end of year	2010-12-31	$1,035,741
Value of total assets at beginning of year	2010-12-31	$1,129,554
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,200
Total interest from all sources	2010-12-31	$15,878
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$87,802
Participant contributions at end of year	2010-12-31	$25,881
Participant contributions at beginning of year	2010-12-31	$25,038
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$6,448
Other income not declared elsewhere	2010-12-31	$252
Administrative expenses (other) incurred	2010-12-31	$1,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-93,813
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,035,741
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,129,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$465,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$412,275
Interest on participant loans	2010-12-31	$0
Interest earned on other investments	2010-12-31	$15,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$544,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$692,241
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$63,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$266,550
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WITT MARES, PLC
Accountancy firm EIN	2010-12-31	541184709

Form 5500 Responses for 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC.

2014: 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: 403(B) THRIFT PLAN OF ASSOCIATION FOR RESEARCH AND ENLIGHTENMENT, INC. 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

007147J

Policy instance

Insurance contract or identification number	007147J
Number of Individuals Covered	96
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $102
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	102
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	RICHMOND REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

007147J

Policy instance

Insurance contract or identification number	007147J
Number of Individuals Covered	90
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $223
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	223
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	RICHMOND REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

007147J

Policy instance

Insurance contract or identification number	007147J
Number of Individuals Covered	111
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $158
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	48
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	STEVEN MCGREGOR

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

007147J

Policy instance

Insurance contract or identification number	007147J
Number of Individuals Covered	110
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $140
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

007147J

Policy instance

Insurance contract or identification number	007147J
Number of Individuals Covered	95
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $114
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $0
Amount paid for insurance broker fees	50
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	JOHN A. KUCHTA

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Company Name:	ASSOCIATION FOR RESEARCH AND ENLIGH TENMENT, INC.
Employer identification number (EIN):	540573802
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations