401k Plan data: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN plan

HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	HARDING ACADEMY TAX DEFERRED ANNUITY PLAN
Plan identification number	004

HARDING ACADEMY TAX DEFERRED ANNUITY 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)(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.

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 TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-07-01
004 2021-07-01
004 2020-07-01
004 2019-07-01
004 2018-07-01
004 2017-07-01 CHARLES MAUMUS
004 2016-07-01 CHARLES MAUMUS
004 2015-07-01 CHARLES MAUMUS
004 2014-07-01 CHARLES MAUMUS
004 2013-07-01 CHARLES MAUMUS
004 2012-07-01 CHARLES MAUMUS
004 2011-07-01 CHARLES MAUMUS
004 2010-07-01 CHARLES MAUMUS
004 2009-07-01 JAN AUGUSTY IAN CRAIG 2011-04-14
004 2009-07-01 JAN AUGUSTY IAN CRAIG 2011-04-16
004 2009-07-01 JAN AUGUSTY IAN CRAIG 2011-04-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2022-07-01
004	2021-07-01
004	2020-07-01
004	2019-07-01
004	2018-07-01
004	2017-07-01	CHARLES MAUMUS
004	2016-07-01	CHARLES MAUMUS
004	2015-07-01	CHARLES MAUMUS
004	2014-07-01	CHARLES MAUMUS
004	2013-07-01	CHARLES MAUMUS
004	2012-07-01	CHARLES MAUMUS
004	2011-07-01	CHARLES MAUMUS
004	2010-07-01	CHARLES MAUMUS
004	2009-07-01	JAN AUGUSTY	IAN CRAIG	2011-04-14
004	2009-07-01	JAN AUGUSTY	IAN CRAIG	2011-04-16
004	2009-07-01	JAN AUGUSTY	IAN CRAIG	2011-04-14

Plan Statistics for HARDING ACADEMY TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for HARDING ACADEMY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 148
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 94
Number of other retired or separated participants entitled to future benefits 2022-07-01 71
Total of all active and inactive participants 2022-07-01 165
Total participants 2022-07-01 165
Number of participants with account balances 2022-07-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 3
2021: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 158
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 87
Number of other retired or separated participants entitled to future benefits 2021-07-01 61
Total of all active and inactive participants 2021-07-01 148
Total participants 2021-07-01 148
Number of participants with account balances 2021-07-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 1
2020: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 153
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 87
Number of other retired or separated participants entitled to future benefits 2020-07-01 71
Total of all active and inactive participants 2020-07-01 158
Total participants 2020-07-01 158
Number of participants with account balances 2020-07-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 2
2019: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 150
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 77
Number of other retired or separated participants entitled to future benefits 2019-07-01 76
Total of all active and inactive participants 2019-07-01 153
Total participants 2019-07-01 153
Number of participants with account balances 2019-07-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 3
2018: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 145
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 81
Number of other retired or separated participants entitled to future benefits 2018-07-01 69
Total of all active and inactive participants 2018-07-01 150
Total participants 2018-07-01 150
Number of participants with account balances 2018-07-01 150
2017: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 146
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 77
Number of other retired or separated participants entitled to future benefits 2017-07-01 68
Total of all active and inactive participants 2017-07-01 145
Total participants 2017-07-01 145
Number of participants with account balances 2017-07-01 145
2016: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 139
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 79
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 67
Total of all active and inactive participants 2016-07-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 146
Number of participants with account balances 2016-07-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 127
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 76
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 63
Total of all active and inactive participants 2015-07-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 139
Number of participants with account balances 2015-07-01 139
2014: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 129
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 66
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 61
Total of all active and inactive participants 2014-07-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 127
Number of participants with account balances 2014-07-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 131
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 77
Number of other retired or separated participants entitled to future benefits 2013-07-01 58
Total of all active and inactive participants 2013-07-01 135
Total participants 2013-07-01 135
Number of participants with account balances 2013-07-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 131
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 86
Number of other retired or separated participants entitled to future benefits 2012-07-01 46
Total of all active and inactive participants 2012-07-01 132
Total participants 2012-07-01 132
Number of participants with account balances 2012-07-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 1
2011: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 133
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 39
Total of all active and inactive participants 2011-07-01 131
Total participants 2011-07-01 131
Number of participants with account balances 2011-07-01 123
2010: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 134
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 97
Number of other retired or separated participants entitled to future benefits 2010-07-01 36
Total of all active and inactive participants 2010-07-01 133
Total participants 2010-07-01 133
Number of participants with account balances 2010-07-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 77
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 77
Total of all active and inactive participants 2009-07-01 77
Total participants 2009-07-01 77
Number of participants with account balances 2009-07-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2022: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	148
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	94
Number of other retired or separated participants entitled to future benefits	2022-07-01	71
Total of all active and inactive participants	2022-07-01	165
Total participants	2022-07-01	165
Number of participants with account balances	2022-07-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	3
2021: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	158
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	87
Number of other retired or separated participants entitled to future benefits	2021-07-01	61
Total of all active and inactive participants	2021-07-01	148
Total participants	2021-07-01	148
Number of participants with account balances	2021-07-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	1
2020: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	153
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	87
Number of other retired or separated participants entitled to future benefits	2020-07-01	71
Total of all active and inactive participants	2020-07-01	158
Total participants	2020-07-01	158
Number of participants with account balances	2020-07-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	2
2019: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	150
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	77
Number of other retired or separated participants entitled to future benefits	2019-07-01	76
Total of all active and inactive participants	2019-07-01	153
Total participants	2019-07-01	153
Number of participants with account balances	2019-07-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	3
2018: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	145
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	81
Number of other retired or separated participants entitled to future benefits	2018-07-01	69
Total of all active and inactive participants	2018-07-01	150
Total participants	2018-07-01	150
Number of participants with account balances	2018-07-01	150
2017: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	146
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	77
Number of other retired or separated participants entitled to future benefits	2017-07-01	68
Total of all active and inactive participants	2017-07-01	145
Total participants	2017-07-01	145
Number of participants with account balances	2017-07-01	145
2016: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	139
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	79
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	67
Total of all active and inactive participants	2016-07-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	146
Number of participants with account balances	2016-07-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	127
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	76
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	63
Total of all active and inactive participants	2015-07-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	139
Number of participants with account balances	2015-07-01	139
2014: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	129
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	66
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	61
Total of all active and inactive participants	2014-07-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	127
Number of participants with account balances	2014-07-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	131
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	77
Number of other retired or separated participants entitled to future benefits	2013-07-01	58
Total of all active and inactive participants	2013-07-01	135
Total participants	2013-07-01	135
Number of participants with account balances	2013-07-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	131
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	86
Number of other retired or separated participants entitled to future benefits	2012-07-01	46
Total of all active and inactive participants	2012-07-01	132
Total participants	2012-07-01	132
Number of participants with account balances	2012-07-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	1
2011: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	133
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	39
Total of all active and inactive participants	2011-07-01	131
Total participants	2011-07-01	131
Number of participants with account balances	2011-07-01	123
2010: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	134
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	97
Number of other retired or separated participants entitled to future benefits	2010-07-01	36
Total of all active and inactive participants	2010-07-01	133
Total participants	2010-07-01	133
Number of participants with account balances	2010-07-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	77
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	77
Total of all active and inactive participants	2009-07-01	77
Total participants	2009-07-01	77
Number of participants with account balances	2009-07-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on HARDING ACADEMY TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2022 : HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$243,409
Total unrealized appreciation/depreciation of assets	2022-12-31	$243,409
Total income from all sources (including contributions)	2022-12-31	$715,099
Total of all expenses incurred	2022-12-31	$700,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$673,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$446,628
Value of total assets at end of year	2022-12-31	$12,707,607
Value of total assets at beginning of year	2022-12-31	$12,693,072
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$27,274
Total interest from all sources	2022-12-31	$14,447
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	$281,173
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	$14,535
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,707,607
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,693,072
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	$11,277,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,169,988
Value of interest in pooled separate accounts at end of year	2022-12-31	$691,096
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$198,267
Interest earned on other investments	2022-12-31	$14,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$738,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,324,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$12,484
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,869
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	$165,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$673,290
Contract administrator fees	2022-12-31	$27,274
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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	FRAZIER & DEETER, LLC
Accountancy firm EIN	2022-12-31	581433845
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$-1,740,979
Total unrealized appreciation/depreciation of assets	2022-06-30	$-1,740,979
Total income from all sources (including contributions)	2022-06-30	$-592,413
Total of all expenses incurred	2022-06-30	$954,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$921,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,226,271
Value of total assets at end of year	2022-06-30	$12,693,072
Value of total assets at beginning of year	2022-06-30	$14,240,320
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$32,896
Total interest from all sources	2022-06-30	$203,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$616,730
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$246,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,547,248
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$12,693,072
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$14,240,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$11,169,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$12,845,738
Value of interest in pooled separate accounts at end of year	2022-06-30	$198,267
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$174,216
Interest earned on other investments	2022-06-30	$203,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$1,324,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$1,220,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-319,500
Net investment gain/loss from pooled separate accounts	2022-06-30	$38,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$362,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$921,939
Contract administrator fees	2022-06-30	$32,896
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	2022-06-30	No
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	FRAZIER & DEETER, LLC
Accountancy firm EIN	2022-06-30	581433845
2021 : HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-06-30	$2,695,970
Total unrealized appreciation/depreciation of assets	2021-06-30	$2,695,970
Total income from all sources (including contributions)	2021-06-30	$4,005,721
Total of all expenses incurred	2021-06-30	$1,669,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,630,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$918,843
Value of total assets at end of year	2021-06-30	$14,240,320
Value of total assets at beginning of year	2021-06-30	$11,903,987
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$38,588
Total interest from all sources	2021-06-30	$48,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$521,397
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$97,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,336,333
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$14,240,320
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$11,903,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$12,845,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$10,456,809
Value of interest in pooled separate accounts at end of year	2021-06-30	$174,216
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$263,754
Interest earned on other investments	2021-06-30	$48,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$1,220,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$1,183,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$331,338
Net investment gain/loss from pooled separate accounts	2021-06-30	$11,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$300,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,630,800
Contract administrator fees	2021-06-30	$38,588
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	2021-06-30	No
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	FRAZIER & DEETER, LLC
Accountancy firm EIN	2021-06-30	581433845
2020 : HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$1,395,066
Total of all expenses incurred	2020-06-30	$691,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$658,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$889,480
Value of total assets at end of year	2020-06-30	$11,903,987
Value of total assets at beginning of year	2020-06-30	$11,200,673
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$33,395
Total interest from all sources	2020-06-30	$30,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$515,973
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$55,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$703,314
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$11,903,987
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$11,200,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$10,456,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$9,761,142
Value of interest in pooled separate accounts at end of year	2020-06-30	$263,754
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$262,670
Interest earned on other investments	2020-06-30	$30,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$1,183,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$1,176,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$472,322
Net investment gain/loss from pooled separate accounts	2020-06-30	$2,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$318,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$658,357
Contract administrator fees	2020-06-30	$33,395
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	2020-06-30	No
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	FRAZIER & DEETER, LLC
Accountancy firm EIN	2020-06-30	581433845
2019 : HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$1,485,499
Total of all expenses incurred	2019-06-30	$677,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$645,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$857,990
Value of total assets at end of year	2019-06-30	$11,200,673
Value of total assets at beginning of year	2019-06-30	$10,392,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$32,012
Total interest from all sources	2019-06-30	$32,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$470,349
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$87,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$807,768
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$11,200,673
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$10,392,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$9,761,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$8,971,859
Value of interest in pooled separate accounts at end of year	2019-06-30	$262,670
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$263,735
Interest earned on other investments	2019-06-30	$32,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$1,176,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$1,157,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$581,641
Net investment gain/loss from pooled separate accounts	2019-06-30	$13,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$300,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$645,719
Contract administrator fees	2019-06-30	$32,012
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	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	FRAZIER & DEETER, LLC
Accountancy firm EIN	2019-06-30	581433845
2018 : HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$4,535,171
Total of all expenses incurred	2018-06-30	$796,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$784,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$3,956,105
Value of total assets at end of year	2018-06-30	$10,392,905
Value of total assets at beginning of year	2018-06-30	$6,654,664
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$12,735
Total interest from all sources	2018-06-30	$37,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$395,995
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$3,412,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$3,738,241
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$10,392,905
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$6,654,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$8,971,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$4,920,594
Value of interest in pooled separate accounts at end of year	2018-06-30	$263,735
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$485,406
Interest earned on other investments	2018-06-30	$37,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$1,157,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$1,248,664
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$56,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$523,333
Net investment gain/loss from pooled separate accounts	2018-06-30	$18,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$147,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$728,115
Contract administrator fees	2018-06-30	$12,735
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	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	FRAZIER & DEETER, LLC
Accountancy firm EIN	2018-06-30	581433845
2017 : HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$1,070,963
Total of all expenses incurred	2017-06-30	$518,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$518,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$395,782
Value of total assets at end of year	2017-06-30	$6,654,664
Value of total assets at beginning of year	2017-06-30	$6,101,945
Total interest from all sources	2017-06-30	$44,926
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
Contributions received from participants	2017-06-30	$386,060
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$9,722
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	$552,719
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$6,654,664
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$6,101,945
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	$4,920,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$4,465,469
Value of interest in pooled separate accounts at end of year	2017-06-30	$485,406
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$451,181
Interest earned on other investments	2017-06-30	$44,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$1,248,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$1,185,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$612,205
Net investment gain/loss from pooled separate accounts	2017-06-30	$18,050
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$518,244
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 TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$415,326
Total of all expenses incurred	2016-06-30	$196,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$196,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$396,480
Value of total assets at end of year	2016-06-30	$6,101,945
Value of total assets at beginning of year	2016-06-30	$5,883,136
Total interest from all sources	2016-06-30	$42,288
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
Contributions received from participants	2016-06-30	$382,363
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$14,117
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	$218,809
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$6,101,945
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$5,883,136
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	$4,465,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$4,352,701
Value of interest in pooled separate accounts at end of year	2016-06-30	$451,181
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$406,350
Interest earned on other investments	2016-06-30	$42,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$1,185,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$1,124,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-52,239
Net investment gain/loss from pooled separate accounts	2016-06-30	$28,797
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$196,517
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 TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$596,322
Total of all expenses incurred	2015-06-30	$375,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$375,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$375,261
Value of total assets at end of year	2015-06-30	$5,883,136
Value of total assets at beginning of year	2015-06-30	$5,662,246
Total interest from all sources	2015-06-30	$41,091
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
Contributions received from participants	2015-06-30	$331,925
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$43,336
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	$220,890
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$5,883,136
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$5,662,246
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	$4,352,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$4,237,286
Value of interest in pooled separate accounts at end of year	2015-06-30	$406,350
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$359,495
Interest earned on other investments	2015-06-30	$41,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$1,124,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,065,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$142,112
Net investment gain/loss from pooled separate accounts	2015-06-30	$37,858
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$375,432
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 TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$1,031,568
Total of all expenses incurred	2014-06-30	$154,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$154,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$335,306
Value of total assets at end of year	2014-06-30	$5,662,246
Value of total assets at beginning of year	2014-06-30	$4,785,558
Total interest from all sources	2014-06-30	$7,322
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$31,073
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	$31,073
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
Contributions received from participants	2014-06-30	$334,063
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$1,243
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	$876,688
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$5,662,246
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$4,785,558
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	$4,237,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$3,541,610
Value of interest in pooled separate accounts at end of year	2014-06-30	$359,495
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$240,730
Interest earned on other investments	2014-06-30	$7,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$1,065,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$1,003,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$628,065
Net investment gain/loss from pooled separate accounts	2014-06-30	$29,802
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$154,880
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	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 TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-06-30	$984,938
Total of all expenses incurred	2013-06-30	$93,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$93,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$500,774
Value of total assets at end of year	2013-06-30	$4,785,558
Value of total assets at beginning of year	2013-06-30	$3,894,506
Total interest from all sources	2013-06-30	$6,367
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$24,987
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	$24,987
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
Contributions received from participants	2013-06-30	$333,666
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$167,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$891,052
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$4,785,558
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$3,894,506
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	$3,541,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,948,703
Value of interest in pooled separate accounts at end of year	2013-06-30	$240,730
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$187,276
Interest earned on other investments	2013-06-30	$6,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,003,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$758,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$435,711
Net investment gain/loss from pooled separate accounts	2013-06-30	$17,099
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$93,886
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 TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$358,633
Total of all expenses incurred	2012-06-30	$89,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$89,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$307,030
Value of total assets at end of year	2012-06-30	$3,894,506
Value of total assets at beginning of year	2012-06-30	$3,625,666
Total interest from all sources	2012-06-30	$21,594
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$6,202
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	$6,202
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
Contributions received from participants	2012-06-30	$302,479
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$4,551
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	$268,840
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$3,894,506
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$3,625,666
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	$2,948,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$2,773,555
Value of interest in pooled separate accounts at end of year	2012-06-30	$187,276
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$164,846
Interest earned on other investments	2012-06-30	$21,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$758,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$687,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$5,197
Net investment gain/loss from pooled separate accounts	2012-06-30	$18,610
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$89,793
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 TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-06-30	$888,397
Total of all expenses incurred	2011-06-30	$96,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$96,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$291,544
Value of total assets at end of year	2011-06-30	$3,625,666
Value of total assets at beginning of year	2011-06-30	$2,834,159
Total interest from all sources	2011-06-30	$19,330
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$5,200
Total income from all sources	2011-06-30	$492,420
Expenses. Total of all expenses incurred	2011-06-30	$45,880
Benefits paid (including direct rollovers)	2011-06-30	$45,880
Total plan assets at end of year	2011-06-30	$1,914,264
Total plan assets at beginning of year	2011-06-30	$1,467,724
Value of fidelity bond covering the plan	2011-06-30	$565,000
Total contributions received or receivable from participants	2011-06-30	$181,235
Other income received	2011-06-30	$311,185
Net income (gross income less expenses)	2011-06-30	$446,540
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$1,914,264
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,467,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$5,200
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
Contributions received from participants	2011-06-30	$291,544
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	$791,507
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$3,625,666
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,834,159
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	$2,773,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$2,140,164
Value of interest in pooled separate accounts at end of year	2011-06-30	$164,846
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$84,519
Interest earned on other investments	2011-06-30	$19,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$687,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$609,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$551,304
Net investment gain/loss from pooled separate accounts	2011-06-30	$21,019
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$96,890
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	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	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	FRAZIER & DEETER, LLC
Accountancy firm EIN	2011-06-30	581433845

Form 5500 Responses for HARDING ACADEMY TAX DEFERRED ANNUITY PLAN

2022: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: HARDING ACADEMY TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY 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 TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	Yes
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 TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	First time form 5500 has been submitted	Yes
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G76764

Policy instance

Insurance contract or identification number	G76764
Number of Individuals Covered	122
Insurance policy start date	2022-07-01
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

346060

Policy instance

Insurance contract or identification number	346060
Number of Individuals Covered	43
Insurance policy start date	2022-07-01
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G76764

Policy instance

Insurance contract or identification number	G76764
Number of Individuals Covered	119
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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

346060

Policy instance

Insurance contract or identification number	346060
Number of Individuals Covered	41
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G76764

Policy instance

Insurance contract or identification number	G76764
Number of Individuals Covered	107
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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

346060

Policy instance

Insurance contract or identification number	346060
Number of Individuals Covered	51
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G76764

Policy instance

Insurance contract or identification number	G76764
Number of Individuals Covered	104
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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

346060

Policy instance

Insurance contract or identification number	346060
Number of Individuals Covered	76
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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

346060

Policy instance

Insurance contract or identification number	346060
Number of Individuals Covered	84
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G76764

Policy instance

Insurance contract or identification number	G76764
Number of Individuals Covered	90
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G76764

Policy instance

Insurance contract or identification number	G76764
Number of Individuals Covered	87
Insurance policy start date	2018-01-01
Insurance policy end date	2018-06-30
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

346060

Policy instance

Insurance contract or identification number	346060
Number of Individuals Covered	83
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
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

346059

Policy instance

Insurance contract or identification number	346059
Number of Individuals Covered	139
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
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

346059

Policy instance

Insurance contract or identification number	346059
Number of Individuals Covered	125
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
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	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

346059

Policy instance

Insurance contract or identification number	346059
Number of Individuals Covered	127
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
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	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

346059

Policy instance

Insurance contract or identification number	346059
Number of Individuals Covered	123
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
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	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

346059

Policy instance

Insurance contract or identification number	346059
Number of Individuals Covered	123
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
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	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

346059

Policy instance

Insurance contract or identification number	346059
Number of Individuals Covered	124
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
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	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