401k Plan data: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN plan

HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	002

HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) Profit-sharing ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1. Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

HARDING ACADEMY has sponsored the creation of one or more 401k plans.

Company Name: HARDING ACADEMY

Employer identification number (EIN): 620852815

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-07-01 CHARLES MAUMUS
002 2016-07-01 CHARLES MAUMUS
002 2015-07-01 CHARLES MAUMUS
002 2014-07-01 CHARLES MAUMUS
002 2013-07-01 CHARLES MAUMUS
002 2012-07-01 CHARLES MAUMUS
002 2011-07-01 CHARLES MAUMUS
002 2010-07-01 CHARLES MAUMUS IAN CRAIG 2012-01-16
002 2009-07-01 JAN AUGUSTY IAN CRAIG 2011-04-16

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2017-07-01	CHARLES MAUMUS
002	2016-07-01	CHARLES MAUMUS
002	2015-07-01	CHARLES MAUMUS
002	2014-07-01	CHARLES MAUMUS
002	2013-07-01	CHARLES MAUMUS
002	2012-07-01	CHARLES MAUMUS
002	2011-07-01	CHARLES MAUMUS
002	2010-07-01	CHARLES MAUMUS	IAN CRAIG	2012-01-16
002	2009-07-01	JAN AUGUSTY	IAN CRAIG	2011-04-16

Plan Statistics for HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2017: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 131
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 0
Total participants 2017-07-01 0
Number of participants with account balances 2017-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 127
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 77
Number of other retired or separated participants entitled to future benefits 2016-07-01 54
Total of all active and inactive participants 2016-07-01 131
Total participants 2016-07-01 131
Number of participants with account balances 2016-07-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 2
2015: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 122
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 72
Number of other retired or separated participants entitled to future benefits 2015-07-01 55
Total of all active and inactive participants 2015-07-01 127
Total participants 2015-07-01 127
Number of participants with account balances 2015-07-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 2
2014: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 123
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 65
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 57
Total of all active and inactive participants 2014-07-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 122
Number of participants with account balances 2014-07-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 3
2013: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 129
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 77
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 52
Total of all active and inactive participants 2013-07-01 129
Total participants 2013-07-01 129
Number of participants with account balances 2013-07-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 4
2012: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 130
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 85
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 44
Total of all active and inactive participants 2012-07-01 129
Total participants 2012-07-01 129
Number of participants with account balances 2012-07-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 116
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 92
Number of other retired or separated participants entitled to future benefits 2011-07-01 38
Total of all active and inactive participants 2011-07-01 130
Total participants 2011-07-01 130
Number of participants with account balances 2011-07-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 1
2010: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 126
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 96
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 34
Total of all active and inactive participants 2010-07-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 130
Number of participants with account balances 2010-07-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 114
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 94
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 32
Total of all active and inactive participants 2009-07-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 126
Number of participants with account balances 2009-07-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 1

Measure	Date	Value
2017: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	131
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	0
Total participants	2017-07-01	0
Number of participants with account balances	2017-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	127
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	77
Number of other retired or separated participants entitled to future benefits	2016-07-01	54
Total of all active and inactive participants	2016-07-01	131
Total participants	2016-07-01	131
Number of participants with account balances	2016-07-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	2
2015: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	122
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	72
Number of other retired or separated participants entitled to future benefits	2015-07-01	55
Total of all active and inactive participants	2015-07-01	127
Total participants	2015-07-01	127
Number of participants with account balances	2015-07-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	2
2014: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	123
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	65
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	57
Total of all active and inactive participants	2014-07-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	122
Number of participants with account balances	2014-07-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	3
2013: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	129
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	77
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	52
Total of all active and inactive participants	2013-07-01	129
Total participants	2013-07-01	129
Number of participants with account balances	2013-07-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	4
2012: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	130
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	85
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	44
Total of all active and inactive participants	2012-07-01	129
Total participants	2012-07-01	129
Number of participants with account balances	2012-07-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	116
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	92
Number of other retired or separated participants entitled to future benefits	2011-07-01	38
Total of all active and inactive participants	2011-07-01	130
Total participants	2011-07-01	130
Number of participants with account balances	2011-07-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	1
2010: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	126
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	96
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	34
Total of all active and inactive participants	2010-07-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	130
Number of participants with account balances	2010-07-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	114
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	94
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	32
Total of all active and inactive participants	2009-07-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	126
Number of participants with account balances	2009-07-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	1

Financial Data on HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2018 : HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-03-31	$682,860
Total of all expenses incurred	2018-03-31	$5,806,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-03-31	$5,806,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-03-31	$139,019
Value of total assets at end of year	2018-03-31	$0
Value of total assets at beginning of year	2018-03-31	$5,124,048
Total interest from all sources	2018-03-31	$21,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-03-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-03-31	$0
Was this plan covered by a fidelity bond	2018-03-31	Yes
Value of fidelity bond cover	2018-03-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-03-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-03-31	No
Value of net income/loss	2018-03-31	$-5,124,048
Value of net assets at end of year (total assets less liabilities)	2018-03-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-03-31	$5,124,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-03-31	No
Were any leases to which the plan was party in default or uncollectible	2018-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-03-31	$4,050,575
Value of interest in pooled separate accounts at end of year	2018-03-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-03-31	$289,795
Interest earned on other investments	2018-03-31	$21,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-03-31	$783,678
Expenses. Payments to insurance carriers foe the provision of benefits	2018-03-31	$29,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-03-31	$514,899
Net investment gain/loss from pooled separate accounts	2018-03-31	$7,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-03-31	No
Was there a failure to transmit to the plan any participant contributions	2018-03-31	No
Has the plan failed to provide any benefit when due under the plan	2018-03-31	No
Contributions received in cash from employer	2018-03-31	$139,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-03-31	$5,777,368
Did the plan have assets held for investment	2018-03-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-03-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-03-31	Disclaimer
Accountancy firm name	2018-03-31	FRAZIER & DEETER, LLC
Accountancy firm EIN	2018-03-31	581433845
2017 : HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$871,114
Total of all expenses incurred	2017-06-30	$227,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$227,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$282,166
Value of total assets at end of year	2017-06-30	$5,124,048
Value of total assets at beginning of year	2017-06-30	$4,480,873
Total interest from all sources	2017-06-30	$31,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$643,175
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$5,124,048
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$4,480,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$4,050,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$3,467,250
Value of interest in pooled separate accounts at end of year	2017-06-30	$289,795
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$266,529
Interest earned on other investments	2017-06-30	$31,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$783,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$747,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$547,226
Net investment gain/loss from pooled separate accounts	2017-06-30	$10,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$282,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$227,939
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	2017-06-30	No
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	FRAZIER & DEETER, LLC
Accountancy firm EIN	2017-06-30	581433845
2016 : HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$256,150
Total of all expenses incurred	2016-06-30	$309,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$309,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$272,555
Value of total assets at end of year	2016-06-30	$4,480,873
Value of total assets at beginning of year	2016-06-30	$4,534,236
Total interest from all sources	2016-06-30	$28,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-53,363
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$4,480,873
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$4,534,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$3,467,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$3,573,889
Value of interest in pooled separate accounts at end of year	2016-06-30	$266,529
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$251,504
Interest earned on other investments	2016-06-30	$28,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$747,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$708,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-62,459
Net investment gain/loss from pooled separate accounts	2016-06-30	$17,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$272,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$309,513
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	2016-06-30	No
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	FRAZIER & DEETER, LLC
Accountancy firm EIN	2016-06-30	581433845
2015 : HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$459,469
Total of all expenses incurred	2015-06-30	$152,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$152,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$262,906
Value of total assets at end of year	2015-06-30	$4,534,236
Value of total assets at beginning of year	2015-06-30	$4,227,035
Total interest from all sources	2015-06-30	$26,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$307,201
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$4,534,236
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$4,227,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$3,573,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$3,423,869
Value of interest in pooled separate accounts at end of year	2015-06-30	$251,504
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$180,259
Interest earned on other investments	2015-06-30	$26,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$708,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$622,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$147,069
Net investment gain/loss from pooled separate accounts	2015-06-30	$23,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$262,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$152,268
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	FRAZIER & DEETER, LLC
Accountancy firm EIN	2015-06-30	581433845
2014 : HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$877,133
Total of all expenses incurred	2014-06-30	$156,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$156,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$278,300
Value of total assets at end of year	2014-06-30	$4,227,035
Value of total assets at beginning of year	2014-06-30	$3,505,935
Total interest from all sources	2014-06-30	$17,886
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$5,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$5,862
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$565,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$721,100
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$4,227,035
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$3,505,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$3,423,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$2,783,127
Value of interest in pooled separate accounts at end of year	2014-06-30	$180,259
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$158,996
Interest earned on other investments	2014-06-30	$17,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$622,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$563,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$557,061
Net investment gain/loss from pooled separate accounts	2014-06-30	$18,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$278,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$156,033
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	FRAZIER & DEETER, LLC
Accountancy firm EIN	2014-06-30	581433845
2013 : HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-06-30	$648,445
Total of all expenses incurred	2013-06-30	$144,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$144,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$262,226
Value of total assets at end of year	2013-06-30	$3,505,935
Value of total assets at beginning of year	2013-06-30	$3,002,301
Total interest from all sources	2013-06-30	$15,044
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$4,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$4,941
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$565,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$503,634
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$3,505,935
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$3,002,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$2,783,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,397,348
Value of interest in pooled separate accounts at end of year	2013-06-30	$158,996
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$131,751
Interest earned on other investments	2013-06-30	$15,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$563,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$473,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$354,220
Net investment gain/loss from pooled separate accounts	2013-06-30	$12,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$262,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$144,811
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	FRAZIER & DEETER, LLC
Accountancy firm EIN	2013-06-30	581433845
2012 : HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$278,467
Total of all expenses incurred	2012-06-30	$56,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$56,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$245,508
Value of total assets at end of year	2012-06-30	$3,002,301
Value of total assets at beginning of year	2012-06-30	$2,780,224
Total interest from all sources	2012-06-30	$13,498
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$4,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$4,643
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$565,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$222,077
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$3,002,301
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$2,780,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$2,397,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$2,241,204
Value of interest in pooled separate accounts at end of year	2012-06-30	$131,751
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$118,063
Interest earned on other investments	2012-06-30	$13,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$473,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$420,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$1,506
Net investment gain/loss from pooled separate accounts	2012-06-30	$13,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$245,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$56,390
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	FRAZIER & DEETER, LLC
Accountancy firm EIN	2012-06-30	581433845
2011 : HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-06-30	$744,852
Total of all expenses incurred	2011-06-30	$300,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$300,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$239,842
Value of total assets at end of year	2011-06-30	$2,780,224
Value of total assets at beginning of year	2011-06-30	$2,335,387
Total interest from all sources	2011-06-30	$19,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$565,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$444,837
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$2,780,224
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,335,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$2,241,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,751,311
Value of interest in pooled separate accounts at end of year	2011-06-30	$118,063
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$75,428
Interest earned on other investments	2011-06-30	$19,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$420,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$508,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$468,732
Net investment gain/loss from pooled separate accounts	2011-06-30	$17,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$239,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$300,015
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	WORK & GREER, PC
Accountancy firm EIN	2011-06-30	621413524

Form 5500 Responses for HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

2017: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	This submission is the final filing	Yes
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: HARDING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

346058

Policy instance

Insurance contract or identification number	346058
Number of Individuals Covered	0
Insurance policy start date	2017-07-01
Insurance policy end date	2018-03-31
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

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Company Name:	HARDING ACADEMY
Employer identification number (EIN):	620852815
NAIC Classification:	611000