401k Plan data: THE NEW FOUNDATIONS RETIREMENT PLAN plan

THE NEW FOUNDATIONS RETIREMENT PLAN 401k Plan overview

Plan Name	THE NEW FOUNDATIONS RETIREMENT PLAN
Plan identification number	334

THE NEW FOUNDATIONS RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBERT W. WOODRUFF FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT W. WOODRUFF FOUNDATION, INC.

Employer identification number (EIN): 581695425

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NEW FOUNDATIONS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
334 2022-01-01 SARAH TABLAN 2023-09-13 ELI NIEPOKY 2023-09-13
334 2021-01-01
334 2020-01-01 ERIK S. JOHNSON 2021-07-27 ERIK S. JOHNSON 2021-07-27
334 2019-01-01 ERIK S. JOHNSON 2020-07-29 ERIK S. JOHNSON 2020-07-29
334 2018-01-01
334 2017-01-01
334 2016-01-01
334 2015-01-01
334 2014-01-01
334 2013-01-01
334 2012-01-01 J LEE TRIBBLE
334 2011-01-01 J LEE TRIBBLE
334 2010-01-01 J. LEE TRIBBLE
334 2009-01-01 J. LEE TRIBBLE
334 2008-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
334	2022-01-01	SARAH TABLAN	2023-09-13	ELI NIEPOKY	2023-09-13
334	2021-01-01
334	2020-01-01	ERIK S. JOHNSON	2021-07-27	ERIK S. JOHNSON	2021-07-27
334	2019-01-01	ERIK S. JOHNSON	2020-07-29	ERIK S. JOHNSON	2020-07-29
334	2018-01-01
334	2017-01-01
334	2016-01-01
334	2015-01-01
334	2014-01-01
334	2013-01-01
334	2012-01-01	J LEE TRIBBLE
334	2011-01-01	J LEE TRIBBLE
334	2010-01-01	J. LEE TRIBBLE
334	2009-01-01	J. LEE TRIBBLE
334	2008-01-01

Plan Statistics for THE NEW FOUNDATIONS RETIREMENT PLAN

401k plan membership statisitcs for THE NEW FOUNDATIONS RETIREMENT PLAN

Measure Date Value
2022: THE NEW FOUNDATIONS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 110
Number of retired or separated participants receiving benefits 2022-01-01 13
Number of other retired or separated participants entitled to future benefits 2022-01-01 89
Total of all active and inactive participants 2022-01-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 212
Number of participants with account balances 2022-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE NEW FOUNDATIONS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 101
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 98
Total of all active and inactive participants 2021-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 208
Number of participants with account balances 2021-01-01 203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE NEW FOUNDATIONS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 101
Number of retired or separated participants receiving benefits 2020-01-01 19
Number of other retired or separated participants entitled to future benefits 2020-01-01 102
Total of all active and inactive participants 2020-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 223
Number of participants with account balances 2020-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE NEW FOUNDATIONS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 106
Number of retired or separated participants receiving benefits 2019-01-01 22
Number of other retired or separated participants entitled to future benefits 2019-01-01 103
Total of all active and inactive participants 2019-01-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 232
Number of participants with account balances 2019-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE NEW FOUNDATIONS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 105
Number of retired or separated participants receiving benefits 2018-01-01 12
Number of other retired or separated participants entitled to future benefits 2018-01-01 86
Total of all active and inactive participants 2018-01-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 203
Number of participants with account balances 2018-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE NEW FOUNDATIONS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 106
Number of retired or separated participants receiving benefits 2017-01-01 7
Number of other retired or separated participants entitled to future benefits 2017-01-01 114
Total of all active and inactive participants 2017-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 227
Number of participants with account balances 2017-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE NEW FOUNDATIONS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 213
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 107
Number of retired or separated participants receiving benefits 2016-01-01 19
Number of other retired or separated participants entitled to future benefits 2016-01-01 105
Total of all active and inactive participants 2016-01-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 232
Number of participants with account balances 2016-01-01 210
2015: THE NEW FOUNDATIONS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 287
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 112
Number of retired or separated participants receiving benefits 2015-01-01 10
Number of other retired or separated participants entitled to future benefits 2015-01-01 91
Total of all active and inactive participants 2015-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 213
Number of participants with account balances 2015-01-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE NEW FOUNDATIONS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 100
Number of retired or separated participants receiving benefits 2014-01-01 101
Number of other retired or separated participants entitled to future benefits 2014-01-01 85
Total of all active and inactive participants 2014-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 287
Number of participants with account balances 2014-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE NEW FOUNDATIONS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 98
Number of retired or separated participants receiving benefits 2013-01-01 7
Number of other retired or separated participants entitled to future benefits 2013-01-01 147
Total of all active and inactive participants 2013-01-01 252
Total participants 2013-01-01 252
Number of participants with account balances 2013-01-01 252
2012: THE NEW FOUNDATIONS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 257
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 101
Number of retired or separated participants receiving benefits 2012-01-01 25
Number of other retired or separated participants entitled to future benefits 2012-01-01 128
Total of all active and inactive participants 2012-01-01 254
Total participants 2012-01-01 254
Number of participants with account balances 2012-01-01 254
2011: THE NEW FOUNDATIONS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 249
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 109
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 146
Total of all active and inactive participants 2011-01-01 257
Total participants 2011-01-01 257
Number of participants with account balances 2011-01-01 257
2010: THE NEW FOUNDATIONS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 97
Number of retired or separated participants receiving benefits 2010-01-01 5
Number of other retired or separated participants entitled to future benefits 2010-01-01 147
Total of all active and inactive participants 2010-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 249
Number of participants with account balances 2010-01-01 249
2009: THE NEW FOUNDATIONS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 103
Number of retired or separated participants receiving benefits 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 145
Total of all active and inactive participants 2009-01-01 252
Total participants 2009-01-01 252
Number of participants with account balances 2009-01-01 248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: THE NEW FOUNDATIONS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	110
Number of retired or separated participants receiving benefits	2022-01-01	13
Number of other retired or separated participants entitled to future benefits	2022-01-01	89
Total of all active and inactive participants	2022-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	212
Number of participants with account balances	2022-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE NEW FOUNDATIONS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	101
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	98
Total of all active and inactive participants	2021-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	208
Number of participants with account balances	2021-01-01	203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE NEW FOUNDATIONS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	101
Number of retired or separated participants receiving benefits	2020-01-01	19
Number of other retired or separated participants entitled to future benefits	2020-01-01	102
Total of all active and inactive participants	2020-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	223
Number of participants with account balances	2020-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE NEW FOUNDATIONS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	106
Number of retired or separated participants receiving benefits	2019-01-01	22
Number of other retired or separated participants entitled to future benefits	2019-01-01	103
Total of all active and inactive participants	2019-01-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	232
Number of participants with account balances	2019-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE NEW FOUNDATIONS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	105
Number of retired or separated participants receiving benefits	2018-01-01	12
Number of other retired or separated participants entitled to future benefits	2018-01-01	86
Total of all active and inactive participants	2018-01-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	203
Number of participants with account balances	2018-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE NEW FOUNDATIONS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	106
Number of retired or separated participants receiving benefits	2017-01-01	7
Number of other retired or separated participants entitled to future benefits	2017-01-01	114
Total of all active and inactive participants	2017-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	227
Number of participants with account balances	2017-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE NEW FOUNDATIONS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	213
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	107
Number of retired or separated participants receiving benefits	2016-01-01	19
Number of other retired or separated participants entitled to future benefits	2016-01-01	105
Total of all active and inactive participants	2016-01-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	232
Number of participants with account balances	2016-01-01	210
2015: THE NEW FOUNDATIONS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	287
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	112
Number of retired or separated participants receiving benefits	2015-01-01	10
Number of other retired or separated participants entitled to future benefits	2015-01-01	91
Total of all active and inactive participants	2015-01-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	213
Number of participants with account balances	2015-01-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE NEW FOUNDATIONS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	100
Number of retired or separated participants receiving benefits	2014-01-01	101
Number of other retired or separated participants entitled to future benefits	2014-01-01	85
Total of all active and inactive participants	2014-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	287
Number of participants with account balances	2014-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE NEW FOUNDATIONS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	98
Number of retired or separated participants receiving benefits	2013-01-01	7
Number of other retired or separated participants entitled to future benefits	2013-01-01	147
Total of all active and inactive participants	2013-01-01	252
Total participants	2013-01-01	252
Number of participants with account balances	2013-01-01	252
2012: THE NEW FOUNDATIONS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	257
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	101
Number of retired or separated participants receiving benefits	2012-01-01	25
Number of other retired or separated participants entitled to future benefits	2012-01-01	128
Total of all active and inactive participants	2012-01-01	254
Total participants	2012-01-01	254
Number of participants with account balances	2012-01-01	254
2011: THE NEW FOUNDATIONS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	249
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	109
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	146
Total of all active and inactive participants	2011-01-01	257
Total participants	2011-01-01	257
Number of participants with account balances	2011-01-01	257
2010: THE NEW FOUNDATIONS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	97
Number of retired or separated participants receiving benefits	2010-01-01	5
Number of other retired or separated participants entitled to future benefits	2010-01-01	147
Total of all active and inactive participants	2010-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	249
Number of participants with account balances	2010-01-01	249
2009: THE NEW FOUNDATIONS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	103
Number of retired or separated participants receiving benefits	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	145
Total of all active and inactive participants	2009-01-01	252
Total participants	2009-01-01	252
Number of participants with account balances	2009-01-01	248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE NEW FOUNDATIONS RETIREMENT PLAN

Measure	Date	Value
2022 : THE NEW FOUNDATIONS RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-2,781,772
Total unrealized appreciation/depreciation of assets	2022-12-31	$-2,781,772
Total income from all sources (including contributions)	2022-12-31	$-2,764,664
Total loss/gain on sale of assets	2022-12-31	$-1,603,632
Total of all expenses incurred	2022-12-31	$1,474,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,451,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,130,050
Value of total assets at end of year	2022-12-31	$27,042,431
Value of total assets at beginning of year	2022-12-31	$31,281,134
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$22,348
Total interest from all sources	2022-12-31	$206,419
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$284,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$284,271
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$500,125
Participant contributions at end of year	2022-12-31	$24,828
Participant contributions at beginning of year	2022-12-31	$36,606
Administrative expenses (other) incurred	2022-12-31	$22,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,238,703
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$27,042,431
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$31,281,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$19,151,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$23,486,411
Interest on participant loans	2022-12-31	$2,674
Interest earned on other investments	2022-12-31	$203,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$7,866,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$7,758,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$629,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,451,691
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	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$-1,603,632
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WINDHAM BRANNON LLC
Accountancy firm EIN	2022-12-31	581763439
2021 : THE NEW FOUNDATIONS RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,071,703
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,716,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,668,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,124,602
Value of total assets at end of year	2021-12-31	$31,281,134
Value of total assets at beginning of year	2021-12-31	$27,926,350
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$48,665
Total interest from all sources	2021-12-31	$223,457
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$293,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$293,268
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$416,117
Participant contributions at end of year	2021-12-31	$36,606
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$109,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,354,784
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$31,281,134
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$27,926,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$23,486,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$20,847,997
Interest on participant loans	2021-12-31	$1,745
Interest earned on other investments	2021-12-31	$221,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$7,758,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$7,078,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,430,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$599,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,668,254
Contract administrator fees	2021-12-31	$48,665
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	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WINDHAM BRANNON
Accountancy firm EIN	2021-12-31	581763439
2020 : THE NEW FOUNDATIONS RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$86,701
Total unrealized appreciation/depreciation of assets	2020-12-31	$86,701
Total income from all sources (including contributions)	2020-12-31	$4,053,950
Total loss/gain on sale of assets	2020-12-31	$2,446,782
Total of all expenses incurred	2020-12-31	$491,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$459,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,013,201
Value of total assets at end of year	2020-12-31	$27,926,350
Value of total assets at beginning of year	2020-12-31	$24,364,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$32,353
Total interest from all sources	2020-12-31	$183,978
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$323,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$323,288
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$416,234
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$55,410
Administrative expenses (other) incurred	2020-12-31	$32,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,562,172
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$27,926,350
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$24,364,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$20,847,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,768,196
Interest earned on other investments	2020-12-31	$183,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$7,078,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$6,595,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$541,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$459,425
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	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$2,446,782
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WINDHAM BRANNON, LLC
Accountancy firm EIN	2020-12-31	581763439
2019 : THE NEW FOUNDATIONS RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$16,225
Total unrealized appreciation/depreciation of assets	2019-12-31	$16,225
Total income from all sources (including contributions)	2019-12-31	$4,601,464
Total loss/gain on sale of assets	2019-12-31	$3,190,289
Total of all expenses incurred	2019-12-31	$1,481,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,446,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$912,200
Value of total assets at end of year	2019-12-31	$24,364,178
Value of total assets at beginning of year	2019-12-31	$21,244,138
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$35,079
Total interest from all sources	2019-12-31	$178,341
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$304,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$304,409
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$380,988
Administrative expenses (other) incurred	2019-12-31	$35,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,120,040
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$24,364,178
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$21,244,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,768,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,702,918
Interest earned on other investments	2019-12-31	$178,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$6,595,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$6,541,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$531,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,446,345
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	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$3,190,289
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WINDHAM BRANNON, LLC
Accountancy firm EIN	2019-12-31	581763439
2018 : THE NEW FOUNDATIONS RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-1,779
Total unrealized appreciation/depreciation of assets	2018-12-31	$-1,779
Total income from all sources (including contributions)	2018-12-31	$72,163
Total loss/gain on sale of assets	2018-12-31	$-1,411,188
Total of all expenses incurred	2018-12-31	$431,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$394,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$918,940
Value of total assets at end of year	2018-12-31	$21,244,138
Value of total assets at beginning of year	2018-12-31	$21,603,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$36,969
Total interest from all sources	2018-12-31	$170,185
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$396,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$396,005
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$376,290
Administrative expenses (other) incurred	2018-12-31	$36,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-358,890
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$21,244,138
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$21,603,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$14,702,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$16,088,486
Interest earned on other investments	2018-12-31	$170,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$6,541,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$5,514,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$542,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$394,084
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	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$1,411,188
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WINDHAM BRANNON, P.C.
Accountancy firm EIN	2018-12-31	581763439
2017 : THE NEW FOUNDATIONS RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$84,325
Total unrealized appreciation/depreciation of assets	2017-12-31	$84,325
Total income from all sources (including contributions)	2017-12-31	$3,437,792
Total loss/gain on sale of assets	2017-12-31	$2,008,541
Total of all expenses incurred	2017-12-31	$633,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$600,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$901,351
Value of total assets at end of year	2017-12-31	$21,603,028
Value of total assets at beginning of year	2017-12-31	$18,798,325
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$32,746
Total interest from all sources	2017-12-31	$146,051
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$297,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$297,524
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$360,480
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$32,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,804,703
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$21,603,028
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$18,798,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$16,088,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$13,325,310
Interest earned on other investments	2017-12-31	$146,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$5,514,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$5,473,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$540,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$600,343
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	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$2,008,541
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WINDHAM BRANNON P.C.
Accountancy firm EIN	2017-12-31	581763439
2016 : THE NEW FOUNDATIONS RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$48,170
Total unrealized appreciation/depreciation of assets	2016-12-31	$48,170
Total income from all sources (including contributions)	2016-12-31	$2,382,049
Total loss/gain on sale of assets	2016-12-31	$956,782
Total of all expenses incurred	2016-12-31	$740,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$714,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,035,331
Value of total assets at end of year	2016-12-31	$18,798,325
Value of total assets at beginning of year	2016-12-31	$17,157,062
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$26,727
Total interest from all sources	2016-12-31	$142,616
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$199,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$199,150
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$360,266
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$144,886
Administrative expenses (other) incurred	2016-12-31	$26,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,641,263
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$18,798,325
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$17,157,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$13,325,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$12,364,515
Interest earned on other investments	2016-12-31	$142,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$5,473,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$4,792,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$530,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$714,059
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	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$956,782
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WINDHAM BRANNON, P.C.
Accountancy firm EIN	2016-12-31	581763439
2015 : THE NEW FOUNDATIONS RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$47,828
Total unrealized appreciation/depreciation of assets	2015-12-31	$47,828
Total income from all sources (including contributions)	2015-12-31	$951,868
Total loss/gain on sale of assets	2015-12-31	$-293,239
Total of all expenses incurred	2015-12-31	$349,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$313,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$894,710
Value of total assets at end of year	2015-12-31	$17,157,062
Value of total assets at beginning of year	2015-12-31	$16,554,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$35,619
Total interest from all sources	2015-12-31	$122,605
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$179,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$179,964
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$367,048
Administrative expenses (other) incurred	2015-12-31	$35,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$602,532
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$17,157,062
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$16,554,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$12,364,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,919,966
Interest earned on other investments	2015-12-31	$122,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$4,792,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,634,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$527,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$313,717
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	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$293,239
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WINDHAM BRANNON, P.C.
Accountancy firm EIN	2015-12-31	581763439
2014 : THE NEW FOUNDATIONS RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$1,642
Total unrealized appreciation/depreciation of assets	2014-12-31	$1,642
Total income from all sources (including contributions)	2014-12-31	$1,962,491
Total loss/gain on sale of assets	2014-12-31	$606,364
Total of all expenses incurred	2014-12-31	$2,392,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,386,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$863,219
Value of total assets at end of year	2014-12-31	$16,554,530
Value of total assets at beginning of year	2014-12-31	$16,984,285
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$6,100
Total interest from all sources	2014-12-31	$117,148
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$191,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$191,924
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$377,479
Administrative expenses (other) incurred	2014-12-31	$6,100
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	$-429,755
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$16,554,530
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$16,984,285
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	$11,919,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$11,552,303
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$21,047
Interest earned on other investments	2014-12-31	$117,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,634,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$5,410,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$181,165
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,029
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	$485,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,386,146
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	2014-12-31	No
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
Aggregate proceeds on sale of assets	2014-12-31	$606,364
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	WINDHAM BRANNON, P.C.
Accountancy firm EIN	2014-12-31	581763439
2013 : THE NEW FOUNDATIONS RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$2,672,317
Total unrealized appreciation/depreciation of assets	2013-12-31	$2,672,317
Total income from all sources (including contributions)	2013-12-31	$3,666,536
Total loss/gain on sale of assets	2013-12-31	$15,934
Total of all expenses incurred	2013-12-31	$1,140,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,137,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$848,705
Value of total assets at end of year	2013-12-31	$16,984,285
Value of total assets at beginning of year	2013-12-31	$14,458,089
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,460
Total interest from all sources	2013-12-31	$127,728
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	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$361,508
Administrative expenses (other) incurred	2013-12-31	$2,460
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	$2,526,196
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$16,984,285
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$14,458,089
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	$11,552,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,738,748
Value of interest in pooled separate accounts at end of year	2013-12-31	$21,047
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$19,195
Interest earned on other investments	2013-12-31	$127,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$5,410,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$5,700,146
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,852
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	No
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	$487,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,137,880
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	2013-12-31	No
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
Aggregate proceeds on sale of assets	2013-12-31	$15,934
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WINDHAM BRANNON, P.C
Accountancy firm EIN	2013-12-31	581763439
2012 : THE NEW FOUNDATIONS RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$1,176,816
Total unrealized appreciation/depreciation of assets	2012-12-31	$1,176,816
Total income from all sources (including contributions)	2012-12-31	$2,153,013
Total loss/gain on sale of assets	2012-12-31	$8,131
Total of all expenses incurred	2012-12-31	$361,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$359,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$843,664
Value of total assets at end of year	2012-12-31	$14,458,089
Value of total assets at beginning of year	2012-12-31	$12,666,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,108
Total interest from all sources	2012-12-31	$122,647
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	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$357,560
Administrative expenses (other) incurred	2012-12-31	$2,108
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	$1,791,796
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$14,458,089
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$12,666,293
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	$8,738,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,770,435
Value of interest in pooled separate accounts at end of year	2012-12-31	$19,195
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$17,440
Interest earned on other investments	2012-12-31	$122,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$5,700,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$4,878,418
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,755
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	$486,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$359,109
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	2012-12-31	No
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
Aggregate proceeds on sale of assets	2012-12-31	$8,131
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	WINDHAM BRANNON, P.C.
Accountancy firm EIN	2012-12-31	581763439
2011 : THE NEW FOUNDATIONS RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-106,427
Total unrealized appreciation/depreciation of assets	2011-12-31	$-106,427
Total income from all sources (including contributions)	2011-12-31	$775,556
Total loss/gain on sale of assets	2011-12-31	$5,623
Total of all expenses incurred	2011-12-31	$160,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$157,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$768,363
Value of total assets at end of year	2011-12-31	$12,666,293
Value of total assets at beginning of year	2011-12-31	$12,050,874
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,787
Total interest from all sources	2011-12-31	$105,991
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	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$304,919
Administrative expenses (other) incurred	2011-12-31	$2,787
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	$615,419
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$12,666,293
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,050,874
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	$7,770,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,206,219
Value of interest in pooled separate accounts at end of year	2011-12-31	$17,440
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$15,434
Interest earned on other investments	2011-12-31	$105,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$4,878,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,829,221
Net investment gain/loss from pooled separate accounts	2011-12-31	$2,006
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	$463,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$157,350
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	2011-12-31	No
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
Aggregate proceeds on sale of assets	2011-12-31	$5,623
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	WINDHAM BRANNON, P.C.
Accountancy firm EIN	2011-12-31	581763439
2010 : THE NEW FOUNDATIONS RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$1,137,543
Total unrealized appreciation/depreciation of assets	2010-12-31	$1,137,543
Total income from all sources (including contributions)	2010-12-31	$2,017,829
Total loss/gain on sale of assets	2010-12-31	$-28,089
Total of all expenses incurred	2010-12-31	$238,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$237,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$797,429
Value of total assets at end of year	2010-12-31	$12,050,874
Value of total assets at beginning of year	2010-12-31	$10,271,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,079
Total interest from all sources	2010-12-31	$77,649
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	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$281,200
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$51,534
Administrative expenses (other) incurred	2010-12-31	$1,079
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	$1,779,644
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,050,874
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,271,230
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	$8,206,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,931,259
Value of interest in pooled separate accounts at end of year	2010-12-31	$15,434
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$64,364
Interest earned on other investments	2010-12-31	$77,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,829,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$3,275,607
Net investment gain/loss from pooled separate accounts	2010-12-31	$33,297
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	$464,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$237,106
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	2010-12-31	No
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
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$28,089
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	WINDHAM BRANNON, P.C.
Accountancy firm EIN	2010-12-31	581763439

Form 5500 Responses for THE NEW FOUNDATIONS RETIREMENT PLAN

2022: THE NEW FOUNDATIONS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE NEW FOUNDATIONS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE NEW FOUNDATIONS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: THE NEW FOUNDATIONS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: THE NEW FOUNDATIONS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: THE NEW FOUNDATIONS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: THE NEW FOUNDATIONS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: THE NEW FOUNDATIONS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: THE NEW FOUNDATIONS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: THE NEW FOUNDATIONS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: THE NEW FOUNDATIONS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: THE NEW FOUNDATIONS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: THE NEW FOUNDATIONS RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: THE NEW FOUNDATIONS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2008: THE NEW FOUNDATIONS RETIREMENT PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Mulitple employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	154
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

314053

Policy instance

Insurance contract or identification number	314053
Number of Individuals Covered	2
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

47255

Policy instance

Insurance contract or identification number	47255
Number of Individuals Covered	75
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

314053

Policy instance

Insurance contract or identification number	314053
Number of Individuals Covered	2
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

47255

Policy instance

Insurance contract or identification number	47255
Number of Individuals Covered	79
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	151
Insurance policy start date	2021-07-15
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

314053

Policy instance

Insurance contract or identification number	314053
Number of Individuals Covered	2
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

47255

Policy instance

Insurance contract or identification number	47255
Number of Individuals Covered	82
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $962
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $517
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

314053

Policy instance

Insurance contract or identification number	314053
Number of Individuals Covered	2
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

47255

Policy instance

Insurance contract or identification number	47255
Number of Individuals Covered	84
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,163
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $506
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

314053

Policy instance

Insurance contract or identification number	314053
Number of Individuals Covered	2
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

47255

Policy instance

Insurance contract or identification number	47255
Number of Individuals Covered	88
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,007
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $509
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

314053

Policy instance

Insurance contract or identification number	314053
Number of Individuals Covered	2
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

47255

Policy instance

Insurance contract or identification number	47255
Number of Individuals Covered	110
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $904
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $489
Insurance broker organization code?	3
Insurance broker name	BRIAN R. MILNER

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Company Name:	ROBERT W. WOODRUFF FOUNDATION, INC.
Employer identification number (EIN):	581695425
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations