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THE NEW AMERICA SCHOOL NON PROFIT 403(B) PLAN 401k Plan overview

Plan NameTHE NEW AMERICA SCHOOL NON PROFIT 403(B) PLAN
Plan identification number 001

THE NEW AMERICA SCHOOL NON PROFIT 403(B) PLAN Benefits

401k Plan TypeDefined 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE NEW AMERICA SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:THE NEW AMERICA SCHOOL
Employer identification number (EIN):571179160
NAIC Classification:611000

Additional information about THE NEW AMERICA SCHOOL

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2003-07-15
Company Identification Number: 20031227375
Legal Registered Office Address: 925 S. Niagara Street
Suite 140
DENVER
United States of America (USA)
80224

More information about THE NEW AMERICA SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NEW AMERICA SCHOOL NON PROFIT 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01KAREN CRAIG2023-04-12
0012020-07-01KAREN CRAIG2022-04-07
0012019-07-01KAREN CRAIG2021-04-13
0012018-07-01KAREN CRAIG2020-04-13
0012017-07-01RAY PETERSON2019-01-30
0012016-07-01CRAIG A. COOK2018-03-08
0012015-07-01CRAIG A. COOK2016-11-17 CRAIG A. COOK2016-11-17
0012014-07-01CRAIG A. COOK2015-11-19 CRAIG A. COOK2015-11-19
0012013-07-01CRAIG COOK2015-01-21 CRAIG COOK2015-01-21
0012012-07-01CRAIG COOK2013-12-12
0012011-07-01CRAIG COOK2012-10-10
0012010-07-01CRAIG COOK2011-11-15
0012008-01-01CRAIG COOK
0012007-01-01 CRAIG COOK2010-04-15

Plan Statistics for THE NEW AMERICA SCHOOL NON PROFIT 403(B) PLAN

401k plan membership statisitcs for THE NEW AMERICA SCHOOL NON PROFIT 403(B) PLAN

Measure Date Value
2008: THE NEW AMERICA SCHOOL NON PROFIT 403(B) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0161
Total number of active participants reported on line 7a of the Form 55002008-01-010
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-016
Total of all active and inactive participants2008-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-016
Number of participants with account balances2008-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: THE NEW AMERICA SCHOOL NON PROFIT 403(B) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0178
Total number of active participants reported on line 7a of the Form 55002007-01-0156
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-015
Total of all active and inactive participants2007-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0161
Number of participants with account balances2007-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on THE NEW AMERICA SCHOOL NON PROFIT 403(B) PLAN

Measure Date Value
2010 : THE NEW AMERICA SCHOOL NON PROFIT 403(B) PLAN 2010 401k financial data
Total plan liabilities at end of year2010-04-20$0
Total plan liabilities at beginning of year2010-04-20$0
Total income from all sources2010-04-20$9,891
Expenses. Total of all expenses incurred2010-04-20$10,924
Benefits paid (including direct rollovers)2010-04-20$10,724
Total plan assets at end of year2010-04-20$0
Total plan assets at beginning of year2010-04-20$1,033
Other income received2010-04-20$9,891
Net income (gross income less expenses)2010-04-20$-1,033
Net plan assets at end of year (total assets less liabilities)2010-04-20$0
Net plan assets at beginning of year (total assets less liabilities)2010-04-20$1,033
Expenses. Administrative service providers (salaries,fees and commissions)2010-04-20$200
2008 : THE NEW AMERICA SCHOOL NON PROFIT 403(B) PLAN 2008 401k financial data
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-15,558
Total plan assets at end of year2008-12-31$22,869
Total plan assets at beginning of year2008-12-31$38,427
Other income received2008-12-31$-15,558
Net income (gross income less expenses)2008-12-31$-15,558
Net plan assets at end of year (total assets less liabilities)2008-12-31$22,869
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$38,427

Form 5500 Responses for THE NEW AMERICA SCHOOL NON PROFIT 403(B) PLAN

2008: THE NEW AMERICA SCHOOL NON PROFIT 403(B) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: THE NEW AMERICA SCHOOL NON PROFIT 403(B) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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