401k Plan data: NATIONAL CENTER FOR FAMILY LITERACY RETIREMENT PLAN plan

NATIONAL CENTER FOR FAMILY LITERACY RETIREMENT PLAN 401k Plan overview

Plan Name	NATIONAL CENTER FOR FAMILY LITERACY RETIREMENT PLAN
Plan identification number	001

NATIONAL CENTER FOR FAMILY LITERACY RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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)(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.

401k Sponsoring company profile

NATIONAL CENTER FOR FAMILIES LEARNING, INC has sponsored the creation of one or more 401k plans.

Company Name: NATIONAL CENTER FOR FAMILIES LEARNING, INC

Employer identification number (EIN): 611159549

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL CENTER FOR FAMILY LITERACY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 MARC OTTE 2020-07-07
001 2019-01-01 MARC OTTE 2020-08-19
001 2018-01-01 JESSIE HARDISON 2019-10-09
001 2017-01-01 JESSIE HARDISON 2018-07-12
001 2016-01-01 JESSIE HARDISON 2017-07-24
001 2015-01-01 JESSIE HARDISON 2016-10-13
001 2014-01-01 LYNDA ALEXANDER 2015-10-14
001 2013-01-01 LYNDA ALEXANDER 2014-10-15
001 2012-01-01 LYNDA ALEXANDER 2013-10-14
001 2011-01-01 LYNDA ALEXANDER 2012-10-11
001 2010-01-01 LYNDA ALEXANDER 2011-09-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	MARC OTTE	2020-07-07
001	2019-01-01	MARC OTTE	2020-08-19
001	2018-01-01	JESSIE HARDISON	2019-10-09
001	2017-01-01	JESSIE HARDISON	2018-07-12
001	2016-01-01	JESSIE HARDISON	2017-07-24
001	2015-01-01	JESSIE HARDISON	2016-10-13
001	2014-01-01	LYNDA ALEXANDER	2015-10-14
001	2013-01-01	LYNDA ALEXANDER	2014-10-15
001	2012-01-01	LYNDA ALEXANDER	2013-10-14
001	2011-01-01	LYNDA ALEXANDER	2012-10-11
001	2010-01-01	LYNDA ALEXANDER	2011-09-02

Plan Statistics for NATIONAL CENTER FOR FAMILY LITERACY RETIREMENT PLAN

401k plan membership statisitcs for NATIONAL CENTER FOR FAMILY LITERACY RETIREMENT PLAN

Measure Date Value
2022: NATIONAL CENTER FOR FAMILY LITERACY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 48
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 87
Total of all active and inactive participants 2022-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 137
Number of participants with account balances 2022-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: NATIONAL CENTER FOR FAMILY LITERACY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 63
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 86
Total of all active and inactive participants 2021-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 149
Number of participants with account balances 2021-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NATIONAL CENTER FOR FAMILY LITERACY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 63
Number of other retired or separated participants entitled to future benefits 2020-01-01 86
Total of all active and inactive participants 2020-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 149
Number of participants with account balances 2020-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2022: NATIONAL CENTER FOR FAMILY LITERACY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	48
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	87
Total of all active and inactive participants	2022-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	137
Number of participants with account balances	2022-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: NATIONAL CENTER FOR FAMILY LITERACY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	63
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	86
Total of all active and inactive participants	2021-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	149
Number of participants with account balances	2021-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NATIONAL CENTER FOR FAMILY LITERACY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	63
Number of other retired or separated participants entitled to future benefits	2020-01-01	86
Total of all active and inactive participants	2020-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	149
Number of participants with account balances	2020-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on NATIONAL CENTER FOR FAMILY LITERACY RETIREMENT PLAN

Measure	Date	Value
2022 : NATIONAL CENTER FOR FAMILY LITERACY RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-456,688
Total of all expenses incurred	2022-12-31	$2,150,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,150,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$290,143
Value of total assets at end of year	2022-12-31	$5,098,656
Value of total assets at beginning of year	2022-12-31	$7,705,725
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$50
Total interest from all sources	2022-12-31	$11,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
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	$130,605
Participant contributions at end of year	2022-12-31	$18,180
Participant contributions at beginning of year	2022-12-31	$24,235
Other income not declared elsewhere	2022-12-31	$38,618
Administrative expenses (other) incurred	2022-12-31	$50
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	$-2,607,069
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,098,656
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,705,725
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	$3,468,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,995,084
Value of interest in pooled separate accounts at end of year	2022-12-31	$364,457
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$388,760
Interest on participant loans	2022-12-31	$980
Interest earned on other investments	2022-12-31	$10,414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,247,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,297,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-828,908
Net investment gain/loss from pooled separate accounts	2022-12-31	$32,065
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	$159,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,150,331
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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2022-12-31	271235638
2021 : NATIONAL CENTER FOR FAMILY LITERACY RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,184,308
Total of all expenses incurred	2021-12-31	$494,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$494,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$304,284
Value of total assets at end of year	2021-12-31	$7,705,725
Value of total assets at beginning of year	2021-12-31	$7,016,383
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$50
Total interest from all sources	2021-12-31	$4,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
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	No
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	$132,108
Participant contributions at end of year	2021-12-31	$24,235
Administrative expenses (other) incurred	2021-12-31	$50
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	$689,342
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,705,725
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,016,383
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	$5,995,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,343,071
Value of interest in pooled separate accounts at end of year	2021-12-31	$388,760
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$348,671
Interest on participant loans	2021-12-31	$986
Interest earned on other investments	2021-12-31	$3,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,297,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,324,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$815,116
Net investment gain/loss from pooled separate accounts	2021-12-31	$60,090
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	$172,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$494,916
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	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2021-12-31	271235638
2020 : NATIONAL CENTER FOR FAMILY LITERACY RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$42,574
Total unrealized appreciation/depreciation of assets	2020-12-31	$42,574
Total income from all sources (including contributions)	2020-12-31	$1,163,829
Total of all expenses incurred	2020-12-31	$452,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$408,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$342,726
Value of total assets at end of year	2020-12-31	$7,016,383
Value of total assets at beginning of year	2020-12-31	$6,304,670
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$43,208
Total interest from all sources	2020-12-31	$7,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
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	$127,838
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$38,814
Other income not declared elsewhere	2020-12-31	$1
Administrative expenses (other) incurred	2020-12-31	$43,208
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	$711,713
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,016,383
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,304,670
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	$5,343,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,501,592
Value of interest in pooled separate accounts at end of year	2020-12-31	$348,671
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$417,507
Interest earned on other investments	2020-12-31	$7,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,324,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,385,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$774,161
Net investment gain/loss from pooled separate accounts	2020-12-31	$-3,322
Net investment gain or loss from common/collective trusts	2020-12-31	$0
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	$176,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$408,908
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
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	STROTHMAN & COMPANY
Accountancy firm EIN	2020-12-31	611191655

Form 5500 Responses for NATIONAL CENTER FOR FAMILY LITERACY RETIREMENT PLAN

2022: NATIONAL CENTER FOR FAMILY LITERACY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: NATIONAL CENTER FOR FAMILY LITERACY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
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 benefit arrangement – Insurance	Yes
2020: NATIONAL CENTER FOR FAMILY LITERACY 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

Insurance Providers Used on plan

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

Policy contract number

314126

Policy instance

Insurance contract or identification number	314126
Number of Individuals Covered	138
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

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

Policy contract number

314126

Policy instance

Insurance contract or identification number	314126
Number of Individuals Covered	142
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
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

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

Policy contract number

314126

Policy instance

Insurance contract or identification number	314126
Number of Individuals Covered	149
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
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

314126

Policy instance

Insurance contract or identification number	314126
Number of Individuals Covered	149
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	NATIONAL CENTER FOR FAMILIES LEARNING, INC
Employer identification number (EIN):	611159549
NAIC Classification:	611000