401k Plan data: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN plan

THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 401k Plan overview

Plan Name	THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN
Plan identification number	001

THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

THE INSTITUTE FOR EFFECTIVE EDUCATION has sponsored the creation of one or more 401k plans.

Company Name: THE INSTITUTE FOR EFFECTIVE EDUCATION

Employer identification number (EIN): 952773236

NAIC Classification: 611000

Additional information about THE INSTITUTE FOR EFFECTIVE EDUCATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1972-08-03

Company Identification Number: C0662296

Legal Registered Office Address: 2255 Camino Del Rio South

San Diego
United States of America (USA)
92108

More information about THE INSTITUTE FOR EFFECTIVE EDUCATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-09-01
001 2020-09-01
001 2019-09-01
001 2018-09-01
001 2017-09-01
001 2016-09-01 KENNETH TRAUPMANN KENNETH TRAUPMANN 2018-03-20
001 2015-09-01 KENNETH TRAUPMAN KENNETH TRAUPMAN 2017-05-01
001 2014-09-01 KENNETH TRAUPMANN KENNETH TRAUPMANN 2016-06-14
001 2013-09-01 KENNETH TRAUPMANN KENNETH TRAUPMANN 2015-06-12
001 2012-09-01 KENNETH TRAUPMANN KENNETH TRAUPMANN 2014-06-05
001 2011-09-01 KENNETH TRAUPMANN KENNETH TRAUPMANN 2013-06-13
001 2009-09-01 KENNETH TRAUPMANN KENNETH TRAUPMANN 2011-06-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-09-01
001	2020-09-01
001	2019-09-01
001	2018-09-01
001	2017-09-01
001	2016-09-01	KENNETH TRAUPMANN	KENNETH TRAUPMANN	2018-03-20
001	2015-09-01	KENNETH TRAUPMAN	KENNETH TRAUPMAN	2017-05-01
001	2014-09-01	KENNETH TRAUPMANN	KENNETH TRAUPMANN	2016-06-14
001	2013-09-01	KENNETH TRAUPMANN	KENNETH TRAUPMANN	2015-06-12
001	2012-09-01	KENNETH TRAUPMANN	KENNETH TRAUPMANN	2014-06-05
001	2011-09-01	KENNETH TRAUPMANN	KENNETH TRAUPMANN	2013-06-13
001	2009-09-01	KENNETH TRAUPMANN	KENNETH TRAUPMANN	2011-06-14

Plan Statistics for THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN

401k plan membership statisitcs for THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN

Measure Date Value
2021: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 242
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 227
Number of retired or separated participants receiving benefits 2021-09-01 0
Number of other retired or separated participants entitled to future benefits 2021-09-01 11
Total of all active and inactive participants 2021-09-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-09-01 0
Total participants 2021-09-01 238
Number of participants with account balances 2021-09-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-09-01 0
2020: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 243
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 231
Number of retired or separated participants receiving benefits 2020-09-01 0
Number of other retired or separated participants entitled to future benefits 2020-09-01 8
Total of all active and inactive participants 2020-09-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-09-01 0
Total participants 2020-09-01 239
Number of participants with account balances 2020-09-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-09-01 0
2019: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 253
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 248
Number of retired or separated participants receiving benefits 2019-09-01 0
Number of other retired or separated participants entitled to future benefits 2019-09-01 6
Total of all active and inactive participants 2019-09-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-09-01 0
Total participants 2019-09-01 254
Number of participants with account balances 2019-09-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-09-01 0
2018: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 217
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 197
Number of retired or separated participants receiving benefits 2018-09-01 0
Number of other retired or separated participants entitled to future benefits 2018-09-01 5
Total of all active and inactive participants 2018-09-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-09-01 0
Total participants 2018-09-01 202
Number of participants with account balances 2018-09-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-09-01 0
2017: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 277
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 262
Number of retired or separated participants receiving benefits 2017-09-01 0
Number of other retired or separated participants entitled to future benefits 2017-09-01 10
Total of all active and inactive participants 2017-09-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-09-01 0
Total participants 2017-09-01 272
Number of participants with account balances 2017-09-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-09-01 0
2016: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 289
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 228
Number of retired or separated participants receiving benefits 2016-09-01 0
Number of other retired or separated participants entitled to future benefits 2016-09-01 9
Total of all active and inactive participants 2016-09-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 237
Number of participants with account balances 2016-09-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 155
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 152
Number of retired or separated participants receiving benefits 2015-09-01 0
Number of other retired or separated participants entitled to future benefits 2015-09-01 3
Total of all active and inactive participants 2015-09-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 155
Number of participants with account balances 2015-09-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0
2014: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 150
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 146
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 3
Total of all active and inactive participants 2014-09-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 149
Number of participants with account balances 2014-09-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 170
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 163
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 3
Total of all active and inactive participants 2013-09-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 166
Number of participants with account balances 2013-09-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 162
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 153
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 3
Total of all active and inactive participants 2012-09-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 156
Number of participants with account balances 2012-09-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 152
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 139
Number of retired or separated participants receiving benefits 2011-09-01 0
Number of other retired or separated participants entitled to future benefits 2011-09-01 7
Total of all active and inactive participants 2011-09-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 146
Number of participants with account balances 2011-09-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0
2009: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 133
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 152
Number of retired or separated participants receiving benefits 2009-09-01 0
Number of other retired or separated participants entitled to future benefits 2009-09-01 1
Total of all active and inactive participants 2009-09-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 0
Total participants 2009-09-01 153
Number of participants with account balances 2009-09-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 0

Measure	Date	Value
2021: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	242
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	227
Number of retired or separated participants receiving benefits	2021-09-01	0
Number of other retired or separated participants entitled to future benefits	2021-09-01	11
Total of all active and inactive participants	2021-09-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-09-01	0
Total participants	2021-09-01	238
Number of participants with account balances	2021-09-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-09-01	0
2020: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	243
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	231
Number of retired or separated participants receiving benefits	2020-09-01	0
Number of other retired or separated participants entitled to future benefits	2020-09-01	8
Total of all active and inactive participants	2020-09-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-09-01	0
Total participants	2020-09-01	239
Number of participants with account balances	2020-09-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-09-01	0
2019: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	253
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	248
Number of retired or separated participants receiving benefits	2019-09-01	0
Number of other retired or separated participants entitled to future benefits	2019-09-01	6
Total of all active and inactive participants	2019-09-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-09-01	0
Total participants	2019-09-01	254
Number of participants with account balances	2019-09-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-09-01	0
2018: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	217
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	197
Number of retired or separated participants receiving benefits	2018-09-01	0
Number of other retired or separated participants entitled to future benefits	2018-09-01	5
Total of all active and inactive participants	2018-09-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-09-01	0
Total participants	2018-09-01	202
Number of participants with account balances	2018-09-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-09-01	0
2017: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	277
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	262
Number of retired or separated participants receiving benefits	2017-09-01	0
Number of other retired or separated participants entitled to future benefits	2017-09-01	10
Total of all active and inactive participants	2017-09-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-09-01	0
Total participants	2017-09-01	272
Number of participants with account balances	2017-09-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-09-01	0
2016: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	289
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	228
Number of retired or separated participants receiving benefits	2016-09-01	0
Number of other retired or separated participants entitled to future benefits	2016-09-01	9
Total of all active and inactive participants	2016-09-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	237
Number of participants with account balances	2016-09-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	155
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	152
Number of retired or separated participants receiving benefits	2015-09-01	0
Number of other retired or separated participants entitled to future benefits	2015-09-01	3
Total of all active and inactive participants	2015-09-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	155
Number of participants with account balances	2015-09-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0
2014: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	150
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	146
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	3
Total of all active and inactive participants	2014-09-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	149
Number of participants with account balances	2014-09-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	170
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	163
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	3
Total of all active and inactive participants	2013-09-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	166
Number of participants with account balances	2013-09-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	162
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	153
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	3
Total of all active and inactive participants	2012-09-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	156
Number of participants with account balances	2012-09-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	152
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	139
Number of retired or separated participants receiving benefits	2011-09-01	0
Number of other retired or separated participants entitled to future benefits	2011-09-01	7
Total of all active and inactive participants	2011-09-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	146
Number of participants with account balances	2011-09-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0
2009: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	133
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	152
Number of retired or separated participants receiving benefits	2009-09-01	0
Number of other retired or separated participants entitled to future benefits	2009-09-01	1
Total of all active and inactive participants	2009-09-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	0
Total participants	2009-09-01	153
Number of participants with account balances	2009-09-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	0

Financial Data on THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN

Measure	Date	Value
2022 : THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total income from all sources (including contributions)	2022-08-31	$-193,045
Total loss/gain on sale of assets	2022-08-31	$0
Total of all expenses incurred	2022-08-31	$1,713,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$1,683,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$234,643
Value of total assets at end of year	2022-08-31	$2,425,051
Value of total assets at beginning of year	2022-08-31	$4,331,844
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$30,442
Total interest from all sources	2022-08-31	$1,097
Total dividends received (eg from common stock, registered investment company shares)	2022-08-31	$68,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-08-31	$68,649
Was this plan covered by a fidelity bond	2022-08-31	Yes
Value of fidelity bond cover	2022-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Contributions received from participants	2022-08-31	$234,643
Participant contributions at end of year	2022-08-31	$31,363
Participant contributions at beginning of year	2022-08-31	$14,155
Participant contributions at end of year	2022-08-31	$656
Participant contributions at beginning of year	2022-08-31	$909
Other income not declared elsewhere	2022-08-31	$4,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Value of net income/loss	2022-08-31	$-1,906,793
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$2,425,051
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$4,331,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-31	No
Were any leases to which the plan was party in default or uncollectible	2022-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-08-31	$2,370,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-08-31	$4,314,436
Interest on participant loans	2022-08-31	$989
Interest earned on other investments	2022-08-31	$108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-08-31	$22,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-08-31	$2,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-08-31	$-502,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-31	No
Was there a failure to transmit to the plan any participant contributions	2022-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-31	$1,683,306
Contract administrator fees	2022-08-31	$30,442
Did the plan have assets held for investment	2022-08-31	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	2022-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-31	No
Opinion of an independent qualified public accountant for this plan	2022-08-31	Disclaimer
Accountancy firm name	2022-08-31	WITHUM SMITH & BROWN
Accountancy firm EIN	2022-08-31	222027092
2021 : THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total income from all sources (including contributions)	2021-08-31	$1,171,930
Total loss/gain on sale of assets	2021-08-31	$0
Total of all expenses incurred	2021-08-31	$110,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-08-31	$72,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-08-31	$290,021
Value of total assets at end of year	2021-08-31	$4,331,844
Value of total assets at beginning of year	2021-08-31	$3,270,152
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-08-31	$37,797
Total interest from all sources	2021-08-31	$1,035
Total dividends received (eg from common stock, registered investment company shares)	2021-08-31	$49,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-08-31	$49,651
Was this plan covered by a fidelity bond	2021-08-31	Yes
Value of fidelity bond cover	2021-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-08-31	No
Contributions received from participants	2021-08-31	$290,021
Participant contributions at end of year	2021-08-31	$14,155
Participant contributions at beginning of year	2021-08-31	$20,974
Participant contributions at end of year	2021-08-31	$909
Participant contributions at beginning of year	2021-08-31	$751
Other income not declared elsewhere	2021-08-31	$2,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Value of net income/loss	2021-08-31	$1,061,692
Value of net assets at end of year (total assets less liabilities)	2021-08-31	$4,331,844
Value of net assets at beginning of year (total assets less liabilities)	2021-08-31	$3,270,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-08-31	No
Were any leases to which the plan was party in default or uncollectible	2021-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-08-31	$4,314,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-08-31	$3,246,696
Interest on participant loans	2021-08-31	$1,002
Interest earned on other investments	2021-08-31	$33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-08-31	$2,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-08-31	$1,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-08-31	$828,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-08-31	No
Was there a failure to transmit to the plan any participant contributions	2021-08-31	No
Has the plan failed to provide any benefit when due under the plan	2021-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-08-31	$72,441
Contract administrator fees	2021-08-31	$37,797
Did the plan have assets held for investment	2021-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-08-31	No
Opinion of an independent qualified public accountant for this plan	2021-08-31	Disclaimer
Accountancy firm name	2021-08-31	WITHUM SMITH & BROWN PC
Accountancy firm EIN	2021-08-31	222027092
2020 : THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-08-31	$0
Total unrealized appreciation/depreciation of assets	2020-08-31	$0
Total transfer of assets to this plan	2020-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total income from all sources (including contributions)	2020-08-31	$670,731
Total loss/gain on sale of assets	2020-08-31	$0
Total of all expenses incurred	2020-08-31	$43,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$16,075
Expenses. Certain deemed distributions of participant loans	2020-08-31	$0
Value of total corrective distributions	2020-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$280,109
Value of total assets at end of year	2020-08-31	$3,270,152
Value of total assets at beginning of year	2020-08-31	$2,643,411
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$27,915
Total income from rents	2020-08-31	$0
Total interest from all sources	2020-08-31	$1,496
Total dividends received (eg from common stock, registered investment company shares)	2020-08-31	$47,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-08-31	$47,591
Administrative expenses professional fees incurred	2020-08-31	$0
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$500,000
If this is an individual account plan, was there a blackout period	2020-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Amount of non-exempt transactions with any party-in-interest	2020-08-31	$0
Contributions received from participants	2020-08-31	$280,109
Participant contributions at end of year	2020-08-31	$20,974
Participant contributions at beginning of year	2020-08-31	$21,726
Participant contributions at end of year	2020-08-31	$751
Participant contributions at beginning of year	2020-08-31	$717
Income. Received or receivable in cash from other sources (including rollovers)	2020-08-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-08-31	$0
Other income not declared elsewhere	2020-08-31	$2,995
Administrative expenses (other) incurred	2020-08-31	$0
Liabilities. Value of operating payables at beginning of year	2020-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$626,741
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$3,270,152
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$2,643,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-08-31	$0
Investment advisory and management fees	2020-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-08-31	$3,246,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-08-31	$2,599,354
Interest on participant loans	2020-08-31	$1,412
Income. Interest from loans (other than to participants)	2020-08-31	$0
Interest earned on other investments	2020-08-31	$84
Income. Interest from US Government securities	2020-08-31	$0
Income. Interest from corporate debt instruments	2020-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-08-31	$1,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-08-31	$21,614
Expenses. Payments to insurance carriers foe the provision of benefits	2020-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-08-31	$338,540
Net investment gain/loss from pooled separate accounts	2020-08-31	$0
Net investment gain or loss from common/collective trusts	2020-08-31	$0
Net gain/loss from 103.12 investment entities	2020-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	No
Was there a failure to transmit to the plan any participant contributions	2020-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Contributions received in cash from employer	2020-08-31	$0
Employer contributions (assets) at end of year	2020-08-31	$0
Employer contributions (assets) at beginning of year	2020-08-31	$0
Income. Dividends from preferred stock	2020-08-31	$0
Income. Dividends from common stock	2020-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$16,075
Contract administrator fees	2020-08-31	$27,915
Liabilities. Value of benefit claims payable at beginning of year	2020-08-31	$0
Did the plan have assets held for investment	2020-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	No
Aggregate proceeds on sale of assets	2020-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-08-31	Disclaimer
Accountancy firm name	2020-08-31	WITHUM SMITH + BROWN, PC
Accountancy firm EIN	2020-08-31	222027092
2019 : THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-08-31	$0
Total unrealized appreciation/depreciation of assets	2019-08-31	$0
Total transfer of assets to this plan	2019-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total income from all sources (including contributions)	2019-08-31	$340,478
Total loss/gain on sale of assets	2019-08-31	$0
Total of all expenses incurred	2019-08-31	$235,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-31	$207,803
Expenses. Certain deemed distributions of participant loans	2019-08-31	$0
Value of total corrective distributions	2019-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-31	$291,968
Value of total assets at end of year	2019-08-31	$2,643,411
Value of total assets at beginning of year	2019-08-31	$2,538,483
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-31	$27,747
Total income from rents	2019-08-31	$0
Total interest from all sources	2019-08-31	$1,355
Total dividends received (eg from common stock, registered investment company shares)	2019-08-31	$47,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-08-31	$47,487
Administrative expenses professional fees incurred	2019-08-31	$0
Was this plan covered by a fidelity bond	2019-08-31	Yes
Value of fidelity bond cover	2019-08-31	$100,000
If this is an individual account plan, was there a blackout period	2019-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-08-31	No
Amount of non-exempt transactions with any party-in-interest	2019-08-31	$0
Contributions received from participants	2019-08-31	$291,968
Participant contributions at end of year	2019-08-31	$21,726
Participant contributions at beginning of year	2019-08-31	$11,422
Participant contributions at end of year	2019-08-31	$717
Participant contributions at beginning of year	2019-08-31	$966
Income. Received or receivable in cash from other sources (including rollovers)	2019-08-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-08-31	$0
Other income not declared elsewhere	2019-08-31	$3,307
Administrative expenses (other) incurred	2019-08-31	$0
Liabilities. Value of operating payables at beginning of year	2019-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Value of net income/loss	2019-08-31	$104,928
Value of net assets at end of year (total assets less liabilities)	2019-08-31	$2,643,411
Value of net assets at beginning of year (total assets less liabilities)	2019-08-31	$2,538,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-08-31	$0
Investment advisory and management fees	2019-08-31	$2,144
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-08-31	$2,599,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-08-31	$2,503,130
Interest on participant loans	2019-08-31	$976
Income. Interest from loans (other than to participants)	2019-08-31	$0
Interest earned on other investments	2019-08-31	$379
Income. Interest from US Government securities	2019-08-31	$0
Income. Interest from corporate debt instruments	2019-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-08-31	$21,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-08-31	$21,465
Expenses. Payments to insurance carriers foe the provision of benefits	2019-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-08-31	$-3,639
Net investment gain/loss from pooled separate accounts	2019-08-31	$0
Net investment gain or loss from common/collective trusts	2019-08-31	$0
Net gain/loss from 103.12 investment entities	2019-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-31	No
Was there a failure to transmit to the plan any participant contributions	2019-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-08-31	No
Contributions received in cash from employer	2019-08-31	$0
Employer contributions (assets) at end of year	2019-08-31	$0
Employer contributions (assets) at beginning of year	2019-08-31	$1,500
Income. Dividends from preferred stock	2019-08-31	$0
Income. Dividends from common stock	2019-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-31	$207,803
Contract administrator fees	2019-08-31	$25,603
Liabilities. Value of benefit claims payable at beginning of year	2019-08-31	$0
Did the plan have assets held for investment	2019-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-31	No
Aggregate proceeds on sale of assets	2019-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-08-31	Disclaimer
Accountancy firm name	2019-08-31	WITHUM SMITH + BROWN, PC
Accountancy firm EIN	2019-08-31	222027092
2018 : THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-08-31	$0
Total unrealized appreciation/depreciation of assets	2018-08-31	$0
Total transfer of assets to this plan	2018-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Expenses. Interest paid	2018-08-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-08-31	$0
Total income from all sources (including contributions)	2018-08-31	$572,117
Total loss/gain on sale of assets	2018-08-31	$0
Total of all expenses incurred	2018-08-31	$174,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$163,991
Expenses. Certain deemed distributions of participant loans	2018-08-31	$0
Value of total corrective distributions	2018-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$266,664
Value of total assets at end of year	2018-08-31	$2,538,483
Value of total assets at beginning of year	2018-08-31	$2,140,673
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$10,316
Total income from rents	2018-08-31	$0
Total interest from all sources	2018-08-31	$687
Total dividends received (eg from common stock, registered investment company shares)	2018-08-31	$25,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-08-31	$25,090
Administrative expenses professional fees incurred	2018-08-31	$0
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$100,000
If this is an individual account plan, was there a blackout period	2018-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Amount of non-exempt transactions with any party-in-interest	2018-08-31	$0
Contributions received from participants	2018-08-31	$215,317
Participant contributions at end of year	2018-08-31	$11,422
Participant contributions at beginning of year	2018-08-31	$6,785
Participant contributions at end of year	2018-08-31	$966
Participant contributions at beginning of year	2018-08-31	$495
Income. Received or receivable in cash from other sources (including rollovers)	2018-08-31	$17,347
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-08-31	$0
Other income not declared elsewhere	2018-08-31	$0
Administrative expenses (other) incurred	2018-08-31	$0
Liabilities. Value of operating payables at beginning of year	2018-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Income. Non cash contributions	2018-08-31	$0
Value of net income/loss	2018-08-31	$397,810
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$2,538,483
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$2,140,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-08-31	$0
Investment advisory and management fees	2018-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-08-31	$2,503,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-08-31	$2,110,347
Interest on participant loans	2018-08-31	$447
Income. Interest from loans (other than to participants)	2018-08-31	$0
Interest earned on other investments	2018-08-31	$240
Income. Interest from US Government securities	2018-08-31	$0
Income. Interest from corporate debt instruments	2018-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-08-31	$21,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-08-31	$23,046
Expenses. Payments to insurance carriers foe the provision of benefits	2018-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-08-31	$279,676
Net investment gain/loss from pooled separate accounts	2018-08-31	$0
Net investment gain or loss from common/collective trusts	2018-08-31	$0
Net gain/loss from 103.12 investment entities	2018-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	No
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Contributions received in cash from employer	2018-08-31	$34,000
Employer contributions (assets) at end of year	2018-08-31	$1,500
Employer contributions (assets) at beginning of year	2018-08-31	$0
Income. Dividends from preferred stock	2018-08-31	$0
Income. Dividends from common stock	2018-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$163,991
Contract administrator fees	2018-08-31	$10,316
Liabilities. Value of benefit claims payable at beginning of year	2018-08-31	$0
Did the plan have assets held for investment	2018-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	No
Aggregate proceeds on sale of assets	2018-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-08-31	Disclaimer
Accountancy firm name	2018-08-31	KSJG ACCOUNTING
Accountancy firm EIN	2018-08-31	953322166
2017 : THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-08-31	$0
Total unrealized appreciation/depreciation of assets	2017-08-31	$0
Total transfer of assets to this plan	2017-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Expenses. Interest paid	2017-08-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-08-31	$0
Total income from all sources (including contributions)	2017-08-31	$471,022
Total loss/gain on sale of assets	2017-08-31	$0
Total of all expenses incurred	2017-08-31	$19,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$11,378
Expenses. Certain deemed distributions of participant loans	2017-08-31	$0
Value of total corrective distributions	2017-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$247,111
Value of total assets at end of year	2017-08-31	$2,140,673
Value of total assets at beginning of year	2017-08-31	$1,689,336
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$8,307
Total income from rents	2017-08-31	$0
Total interest from all sources	2017-08-31	$520
Total dividends received (eg from common stock, registered investment company shares)	2017-08-31	$13,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-08-31	$13,730
Administrative expenses professional fees incurred	2017-08-31	$0
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$10,000
If this is an individual account plan, was there a blackout period	2017-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Amount of non-exempt transactions with any party-in-interest	2017-08-31	$0
Contributions received from participants	2017-08-31	$245,611
Participant contributions at end of year	2017-08-31	$6,785
Participant contributions at beginning of year	2017-08-31	$4,317
Participant contributions at end of year	2017-08-31	$495
Participant contributions at beginning of year	2017-08-31	$498
Income. Received or receivable in cash from other sources (including rollovers)	2017-08-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-08-31	$0
Other income not declared elsewhere	2017-08-31	$537
Administrative expenses (other) incurred	2017-08-31	$0
Liabilities. Value of operating payables at beginning of year	2017-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Income. Non cash contributions	2017-08-31	$0
Value of net income/loss	2017-08-31	$451,337
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$2,140,673
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$1,689,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-08-31	$0
Investment advisory and management fees	2017-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-08-31	$2,110,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-08-31	$1,663,282
Interest on participant loans	2017-08-31	$265
Income. Interest from loans (other than to participants)	2017-08-31	$0
Interest earned on other investments	2017-08-31	$255
Income. Interest from US Government securities	2017-08-31	$0
Income. Interest from corporate debt instruments	2017-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-08-31	$23,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-08-31	$21,239
Expenses. Payments to insurance carriers foe the provision of benefits	2017-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-08-31	$209,124
Net investment gain/loss from pooled separate accounts	2017-08-31	$0
Net investment gain or loss from common/collective trusts	2017-08-31	$0
Net gain/loss from 103.12 investment entities	2017-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	No
Was there a failure to transmit to the plan any participant contributions	2017-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Contributions received in cash from employer	2017-08-31	$1,500
Employer contributions (assets) at end of year	2017-08-31	$0
Employer contributions (assets) at beginning of year	2017-08-31	$0
Income. Dividends from preferred stock	2017-08-31	$0
Income. Dividends from common stock	2017-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$11,378
Contract administrator fees	2017-08-31	$8,307
Liabilities. Value of benefit claims payable at beginning of year	2017-08-31	$0
Did the plan have assets held for investment	2017-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
Aggregate proceeds on sale of assets	2017-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-08-31	Disclaimer
Accountancy firm name	2017-08-31	KSJG
Accountancy firm EIN	2017-08-31	953322166
2016 : THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-08-31	$0
Total unrealized appreciation/depreciation of assets	2016-08-31	$0
Total transfer of assets to this plan	2016-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Expenses. Interest paid	2016-08-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-08-31	$0
Total income from all sources (including contributions)	2016-08-31	$357,286
Total loss/gain on sale of assets	2016-08-31	$0
Total of all expenses incurred	2016-08-31	$18,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$11,833
Expenses. Certain deemed distributions of participant loans	2016-08-31	$0
Value of total corrective distributions	2016-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$252,336
Value of total assets at end of year	2016-08-31	$1,689,336
Value of total assets at beginning of year	2016-08-31	$1,350,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$6,353
Total income from rents	2016-08-31	$0
Total interest from all sources	2016-08-31	$467
Total dividends received (eg from common stock, registered investment company shares)	2016-08-31	$10,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-08-31	$10,643
Administrative expenses professional fees incurred	2016-08-31	$0
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$10,000
If this is an individual account plan, was there a blackout period	2016-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Amount of non-exempt transactions with any party-in-interest	2016-08-31	$0
Contributions received from participants	2016-08-31	$212,297
Participant contributions at end of year	2016-08-31	$4,317
Participant contributions at beginning of year	2016-08-31	$6,624
Participant contributions at end of year	2016-08-31	$498
Participant contributions at beginning of year	2016-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-08-31	$25,039
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-08-31	$0
Other income not declared elsewhere	2016-08-31	$0
Administrative expenses (other) incurred	2016-08-31	$0
Liabilities. Value of operating payables at beginning of year	2016-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Income. Non cash contributions	2016-08-31	$0
Value of net income/loss	2016-08-31	$339,100
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$1,689,336
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$1,350,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-08-31	$0
Investment advisory and management fees	2016-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-31	$1,663,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-31	$1,324,817
Interest on participant loans	2016-08-31	$229
Income. Interest from loans (other than to participants)	2016-08-31	$0
Interest earned on other investments	2016-08-31	$238
Income. Interest from US Government securities	2016-08-31	$0
Income. Interest from corporate debt instruments	2016-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-08-31	$21,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-08-31	$18,795
Expenses. Payments to insurance carriers foe the provision of benefits	2016-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-08-31	$93,840
Net investment gain/loss from pooled separate accounts	2016-08-31	$0
Net investment gain or loss from common/collective trusts	2016-08-31	$0
Net gain/loss from 103.12 investment entities	2016-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	No
Was there a failure to transmit to the plan any participant contributions	2016-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Contributions received in cash from employer	2016-08-31	$15,000
Employer contributions (assets) at end of year	2016-08-31	$0
Employer contributions (assets) at beginning of year	2016-08-31	$0
Income. Dividends from preferred stock	2016-08-31	$0
Income. Dividends from common stock	2016-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$11,833
Contract administrator fees	2016-08-31	$6,353
Liabilities. Value of benefit claims payable at beginning of year	2016-08-31	$0
Did the plan have assets held for investment	2016-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Aggregate proceeds on sale of assets	2016-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-08-31	Disclaimer
Accountancy firm name	2016-08-31	KSJG
Accountancy firm EIN	2016-08-31	953322166
2015 : THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-08-31	$0
Total unrealized appreciation/depreciation of assets	2015-08-31	$0
Total transfer of assets to this plan	2015-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Expenses. Interest paid	2015-08-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-08-31	$0
Total income from all sources (including contributions)	2015-08-31	$213,738
Total loss/gain on sale of assets	2015-08-31	$0
Total of all expenses incurred	2015-08-31	$43,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$34,785
Expenses. Certain deemed distributions of participant loans	2015-08-31	$0
Value of total corrective distributions	2015-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$233,386
Value of total assets at end of year	2015-08-31	$1,350,236
Value of total assets at beginning of year	2015-08-31	$1,179,554
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-08-31	$8,271
Total income from rents	2015-08-31	$0
Total interest from all sources	2015-08-31	$450
Total dividends received (eg from common stock, registered investment company shares)	2015-08-31	$19,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-08-31	$19,147
Administrative expenses professional fees incurred	2015-08-31	$0
Was this plan covered by a fidelity bond	2015-08-31	Yes
Value of fidelity bond cover	2015-08-31	$10,000
If this is an individual account plan, was there a blackout period	2015-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Amount of non-exempt transactions with any party-in-interest	2015-08-31	$0
Contributions received from participants	2015-08-31	$233,386
Participant contributions at end of year	2015-08-31	$6,624
Participant contributions at beginning of year	2015-08-31	$3,345
Participant contributions at end of year	2015-08-31	$0
Participant contributions at beginning of year	2015-08-31	$349
Income. Received or receivable in cash from other sources (including rollovers)	2015-08-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-08-31	$0
Other income not declared elsewhere	2015-08-31	$0
Administrative expenses (other) incurred	2015-08-31	$0
Liabilities. Value of operating payables at beginning of year	2015-08-31	$0
Total non interest bearing cash at end of year	2015-08-31	$0
Total non interest bearing cash at beginning of year	2015-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Income. Non cash contributions	2015-08-31	$0
Value of net income/loss	2015-08-31	$170,682
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$1,350,236
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$1,179,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-08-31	$0
Investment advisory and management fees	2015-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-08-31	$1,324,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-08-31	$1,158,939
Interest on participant loans	2015-08-31	$213
Income. Interest from loans (other than to participants)	2015-08-31	$0
Interest earned on other investments	2015-08-31	$237
Income. Interest from US Government securities	2015-08-31	$0
Income. Interest from corporate debt instruments	2015-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-08-31	$18,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-08-31	$16,921
Expenses. Payments to insurance carriers foe the provision of benefits	2015-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-08-31	$-39,245
Net investment gain/loss from pooled separate accounts	2015-08-31	$0
Net investment gain or loss from common/collective trusts	2015-08-31	$0
Net gain/loss from 103.12 investment entities	2015-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	No
Was there a failure to transmit to the plan any participant contributions	2015-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Contributions received in cash from employer	2015-08-31	$0
Employer contributions (assets) at end of year	2015-08-31	$0
Employer contributions (assets) at beginning of year	2015-08-31	$0
Income. Dividends from preferred stock	2015-08-31	$0
Income. Dividends from common stock	2015-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-08-31	$34,785
Contract administrator fees	2015-08-31	$8,271
Liabilities. Value of benefit claims payable at beginning of year	2015-08-31	$0
Did the plan have assets held for investment	2015-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
Aggregate proceeds on sale of assets	2015-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-08-31	Disclaimer
Accountancy firm name	2015-08-31	KSJG ACCOUNTING
Accountancy firm EIN	2015-08-31	953322166
2014 : THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-08-31	$0
Total unrealized appreciation/depreciation of assets	2014-08-31	$0
Total transfer of assets to this plan	2014-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$0
Expenses. Interest paid	2014-08-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-08-31	$0
Total income from all sources (including contributions)	2014-08-31	$379,686
Total loss/gain on sale of assets	2014-08-31	$0
Total of all expenses incurred	2014-08-31	$35,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-31	$27,871
Expenses. Certain deemed distributions of participant loans	2014-08-31	$0
Value of total corrective distributions	2014-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-31	$225,304
Value of total assets at end of year	2014-08-31	$1,179,554
Value of total assets at beginning of year	2014-08-31	$835,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-31	$7,537
Total income from rents	2014-08-31	$0
Total interest from all sources	2014-08-31	$420
Total dividends received (eg from common stock, registered investment company shares)	2014-08-31	$8,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-08-31	$8,153
Administrative expenses professional fees incurred	2014-08-31	$0
Was this plan covered by a fidelity bond	2014-08-31	Yes
Value of fidelity bond cover	2014-08-31	$10,000
If this is an individual account plan, was there a blackout period	2014-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Amount of non-exempt transactions with any party-in-interest	2014-08-31	$0
Contributions received from participants	2014-08-31	$225,304
Participant contributions at end of year	2014-08-31	$3,345
Participant contributions at beginning of year	2014-08-31	$5,803
Participant contributions at end of year	2014-08-31	$349
Participant contributions at beginning of year	2014-08-31	$10,107
Income. Received or receivable in cash from other sources (including rollovers)	2014-08-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-08-31	$140
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-08-31	$0
Other income not declared elsewhere	2014-08-31	$68
Administrative expenses (other) incurred	2014-08-31	$0
Liabilities. Value of operating payables at beginning of year	2014-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Income. Non cash contributions	2014-08-31	$0
Value of net income/loss	2014-08-31	$344,278
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$1,179,554
Value of net assets at beginning of year (total assets less liabilities)	2014-08-31	$835,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2014-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-08-31	$0
Investment advisory and management fees	2014-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-08-31	$1,158,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-08-31	$803,250
Interest on participant loans	2014-08-31	$198
Income. Interest from loans (other than to participants)	2014-08-31	$0
Interest earned on other investments	2014-08-31	$222
Income. Interest from US Government securities	2014-08-31	$0
Income. Interest from corporate debt instruments	2014-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-08-31	$16,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-08-31	$16,116
Expenses. Payments to insurance carriers foe the provision of benefits	2014-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-08-31	$145,741
Net investment gain/loss from pooled separate accounts	2014-08-31	$0
Net investment gain or loss from common/collective trusts	2014-08-31	$0
Net gain/loss from 103.12 investment entities	2014-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	No
Was there a failure to transmit to the plan any participant contributions	2014-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-08-31	No
Contributions received in cash from employer	2014-08-31	$0
Employer contributions (assets) at end of year	2014-08-31	$0
Employer contributions (assets) at beginning of year	2014-08-31	$0
Income. Dividends from preferred stock	2014-08-31	$0
Income. Dividends from common stock	2014-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-08-31	$27,731
Contract administrator fees	2014-08-31	$7,537
Liabilities. Value of benefit claims payable at beginning of year	2014-08-31	$0
Did the plan have assets held for investment	2014-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-31	No
Aggregate proceeds on sale of assets	2014-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-08-31	Disclaimer
Accountancy firm name	2014-08-31	KSJG, LLP
Accountancy firm EIN	2014-08-31	953311266
2013 : THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-08-31	$0
Total unrealized appreciation/depreciation of assets	2013-08-31	$0
Total transfer of assets to this plan	2013-08-31	$0
Total transfer of assets from this plan	2013-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$0
Expenses. Interest paid	2013-08-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-08-31	$0
Total income from all sources (including contributions)	2013-08-31	$232,825
Total loss/gain on sale of assets	2013-08-31	$0
Total of all expenses incurred	2013-08-31	$39,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$33,759
Expenses. Certain deemed distributions of participant loans	2013-08-31	$0
Value of total corrective distributions	2013-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$135,346
Value of total assets at end of year	2013-08-31	$835,276
Value of total assets at beginning of year	2013-08-31	$642,346
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$6,136
Total income from rents	2013-08-31	$0
Total interest from all sources	2013-08-31	$413
Total dividends received (eg from common stock, registered investment company shares)	2013-08-31	$7,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-08-31	$7,874
Administrative expenses professional fees incurred	2013-08-31	$0
Was this plan covered by a fidelity bond	2013-08-31	Yes
Value of fidelity bond cover	2013-08-31	$10,000
If this is an individual account plan, was there a blackout period	2013-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Amount of non-exempt transactions with any party-in-interest	2013-08-31	$0
Contributions received from participants	2013-08-31	$135,346
Participant contributions at end of year	2013-08-31	$5,803
Participant contributions at beginning of year	2013-08-31	$7,130
Participant contributions at end of year	2013-08-31	$10,107
Participant contributions at beginning of year	2013-08-31	$8,589
Income. Received or receivable in cash from other sources (including rollovers)	2013-08-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-08-31	$0
Other income not declared elsewhere	2013-08-31	$0
Administrative expenses (other) incurred	2013-08-31	$0
Liabilities. Value of operating payables at beginning of year	2013-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Income. Non cash contributions	2013-08-31	$0
Value of net income/loss	2013-08-31	$192,930
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$835,276
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$642,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-08-31	$0
Investment advisory and management fees	2013-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-08-31	$803,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-08-31	$612,628
Interest on participant loans	2013-08-31	$189
Income. Interest from loans (other than to participants)	2013-08-31	$0
Interest earned on other investments	2013-08-31	$224
Income. Interest from US Government securities	2013-08-31	$0
Income. Interest from corporate debt instruments	2013-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-08-31	$16,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-08-31	$13,999
Expenses. Payments to insurance carriers foe the provision of benefits	2013-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-08-31	$89,192
Net investment gain/loss from pooled separate accounts	2013-08-31	$0
Net investment gain or loss from common/collective trusts	2013-08-31	$0
Net gain/loss from 103.12 investment entities	2013-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	No
Was there a failure to transmit to the plan any participant contributions	2013-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Contributions received in cash from employer	2013-08-31	$0
Employer contributions (assets) at end of year	2013-08-31	$0
Employer contributions (assets) at beginning of year	2013-08-31	$0
Income. Dividends from preferred stock	2013-08-31	$0
Income. Dividends from common stock	2013-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-31	$33,759
Contract administrator fees	2013-08-31	$6,136
Liabilities. Value of benefit claims payable at beginning of year	2013-08-31	$0
Did the plan have assets held for investment	2013-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Aggregate proceeds on sale of assets	2013-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-08-31	Disclaimer
Accountancy firm name	2013-08-31	KSJG, LLP
Accountancy firm EIN	2013-08-31	953311266
2012 : THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-08-31	$0
Total unrealized appreciation/depreciation of assets	2012-08-31	$0
Total transfer of assets to this plan	2012-08-31	$0
Total transfer of assets from this plan	2012-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$0
Expenses. Interest paid	2012-08-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-08-31	$0
Total income from all sources (including contributions)	2012-08-31	$203,316
Total loss/gain on sale of assets	2012-08-31	$0
Total of all expenses incurred	2012-08-31	$80,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$76,148
Expenses. Certain deemed distributions of participant loans	2012-08-31	$0
Value of total corrective distributions	2012-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$150,374
Value of total assets at end of year	2012-08-31	$642,346
Value of total assets at beginning of year	2012-08-31	$519,939
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-08-31	$4,761
Total income from rents	2012-08-31	$0
Total interest from all sources	2012-08-31	$241
Total dividends received (eg from common stock, registered investment company shares)	2012-08-31	$5,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-08-31	$5,134
Administrative expenses professional fees incurred	2012-08-31	$0
Was this plan covered by a fidelity bond	2012-08-31	Yes
Value of fidelity bond cover	2012-08-31	$10,000
If this is an individual account plan, was there a blackout period	2012-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Amount of non-exempt transactions with any party-in-interest	2012-08-31	$0
Contributions received from participants	2012-08-31	$150,374
Participant contributions at end of year	2012-08-31	$7,130
Participant contributions at beginning of year	2012-08-31	$891
Participant contributions at end of year	2012-08-31	$8,589
Participant contributions at beginning of year	2012-08-31	$473
Income. Received or receivable in cash from other sources (including rollovers)	2012-08-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-08-31	$0
Other income not declared elsewhere	2012-08-31	$0
Administrative expenses (other) incurred	2012-08-31	$0
Liabilities. Value of operating payables at beginning of year	2012-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Income. Non cash contributions	2012-08-31	$0
Value of net income/loss	2012-08-31	$122,407
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$642,346
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$519,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2012-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-08-31	$0
Investment advisory and management fees	2012-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-08-31	$612,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-08-31	$505,697
Interest on participant loans	2012-08-31	$81
Income. Interest from loans (other than to participants)	2012-08-31	$0
Interest earned on other investments	2012-08-31	$160
Income. Interest from US Government securities	2012-08-31	$0
Income. Interest from corporate debt instruments	2012-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-08-31	$13,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-08-31	$12,878
Expenses. Payments to insurance carriers foe the provision of benefits	2012-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-08-31	$47,567
Net investment gain/loss from pooled separate accounts	2012-08-31	$0
Net investment gain or loss from common/collective trusts	2012-08-31	$0
Net gain/loss from 103.12 investment entities	2012-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	No
Was there a failure to transmit to the plan any participant contributions	2012-08-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-08-31	No
Contributions received in cash from employer	2012-08-31	$0
Employer contributions (assets) at end of year	2012-08-31	$0
Employer contributions (assets) at beginning of year	2012-08-31	$0
Income. Dividends from preferred stock	2012-08-31	$0
Income. Dividends from common stock	2012-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-08-31	$76,148
Contract administrator fees	2012-08-31	$4,761
Liabilities. Value of benefit claims payable at beginning of year	2012-08-31	$0
Did the plan have assets held for investment	2012-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-08-31	No
Aggregate proceeds on sale of assets	2012-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-08-31	Disclaimer
Accountancy firm name	2012-08-31	KSJG ACCOUNTING
Accountancy firm EIN	2012-08-31	953322166
2011 : THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-08-31	$0
Total unrealized appreciation/depreciation of assets	2011-08-31	$0
Total transfer of assets to this plan	2011-08-31	$0
Total transfer of assets from this plan	2011-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$0
Expenses. Interest paid	2011-08-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-08-31	$0
Total income from all sources (including contributions)	2011-08-31	$204,736
Total loss/gain on sale of assets	2011-08-31	$0
Total of all expenses incurred	2011-08-31	$61,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$58,441
Expenses. Certain deemed distributions of participant loans	2011-08-31	$0
Value of total corrective distributions	2011-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$172,251
Value of total assets at end of year	2011-08-31	$519,939
Value of total assets at beginning of year	2011-08-31	$376,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-31	$3,261
Total income from rents	2011-08-31	$0
Total interest from all sources	2011-08-31	$143
Total dividends received (eg from common stock, registered investment company shares)	2011-08-31	$6,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-08-31	$6,061
Administrative expenses professional fees incurred	2011-08-31	$0
Was this plan covered by a fidelity bond	2011-08-31	Yes
Value of fidelity bond cover	2011-08-31	$10,000
If this is an individual account plan, was there a blackout period	2011-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Amount of non-exempt transactions with any party-in-interest	2011-08-31	$0
Contributions received from participants	2011-08-31	$172,251
Participant contributions at end of year	2011-08-31	$891
Participant contributions at end of year	2011-08-31	$473
Participant contributions at beginning of year	2011-08-31	$13,482
Income. Received or receivable in cash from other sources (including rollovers)	2011-08-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-08-31	$0
Other income not declared elsewhere	2011-08-31	$0
Administrative expenses (other) incurred	2011-08-31	$0
Liabilities. Value of operating payables at beginning of year	2011-08-31	$0
Total non interest bearing cash at end of year	2011-08-31	$0
Total non interest bearing cash at beginning of year	2011-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Income. Non cash contributions	2011-08-31	$0
Value of net income/loss	2011-08-31	$143,034
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$519,939
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$376,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-08-31	$0
Were any leases to which the plan was party in default or uncollectible	2011-08-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-08-31	$0
Investment advisory and management fees	2011-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-08-31	$505,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-08-31	$324,667
Interest on participant loans	2011-08-31	$18
Income. Interest from loans (other than to participants)	2011-08-31	$0
Interest earned on other investments	2011-08-31	$125
Income. Interest from US Government securities	2011-08-31	$0
Income. Interest from corporate debt instruments	2011-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-08-31	$12,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-08-31	$38,756
Expenses. Payments to insurance carriers foe the provision of benefits	2011-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-08-31	$26,281
Net investment gain/loss from pooled separate accounts	2011-08-31	$0
Net investment gain or loss from common/collective trusts	2011-08-31	$0
Net gain/loss from 103.12 investment entities	2011-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	No
Was there a failure to transmit to the plan any participant contributions	2011-08-31	No
Has the plan failed to provide any benefit when due under the plan	2011-08-31	No
Contributions received in cash from employer	2011-08-31	$0
Employer contributions (assets) at end of year	2011-08-31	$0
Employer contributions (assets) at beginning of year	2011-08-31	$0
Income. Dividends from preferred stock	2011-08-31	$0
Income. Dividends from common stock	2011-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-08-31	$58,441
Contract administrator fees	2011-08-31	$3,261
Liabilities. Value of benefit claims payable at beginning of year	2011-08-31	$0
Did the plan have assets held for investment	2011-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-31	No
Aggregate proceeds on sale of assets	2011-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-08-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-08-31	Disclaimer
Accountancy firm name	2011-08-31	KUSHNER, SMITH, JOANOU & GREGSON
Accountancy firm EIN	2011-08-31	953322166
2010 : THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-08-31	$0

Form 5500 Responses for THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN

2021: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	This submission is the final filing	No
2021-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-09-01	Plan is a collectively bargained plan	No
2021-09-01	Plan funding arrangement – Insurance	Yes
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement – Insurance	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	This submission is the final filing	No
2020-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-09-01	Plan is a collectively bargained plan	No
2020-09-01	Plan funding arrangement – Insurance	Yes
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement – Insurance	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	This submission is the final filing	No
2019-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-09-01	Plan is a collectively bargained plan	No
2019-09-01	Plan funding arrangement – Insurance	Yes
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement – Insurance	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	This submission is the final filing	No
2018-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-09-01	Plan is a collectively bargained plan	No
2018-09-01	Plan funding arrangement – Insurance	Yes
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement – Insurance	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	This submission is the final filing	No
2017-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-09-01	Plan is a collectively bargained plan	No
2017-09-01	Plan funding arrangement – Insurance	Yes
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement – Insurance	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Insurance	Yes
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement – Insurance	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Insurance	Yes
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement – Insurance	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Insurance	Yes
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement – Insurance	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Insurance	Yes
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement – Insurance	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Insurance	Yes
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement – Insurance	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Insurance	Yes
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement – Insurance	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2009: THE INSTITUTE FOR EFFECTIVE EDUCATION 403(B) PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	No
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – Insurance	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	238
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	239
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	254
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	202
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	272
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

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Company Name:	THE INSTITUTE FOR EFFECTIVE EDUCATION
Employer identification number (EIN):	952773236
NAIC Classification:	611000

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1972-08-03
Company Identification Number:	C0662296
Legal Registered Office Address:	2255 Camino Del Rio South San Diego United States of America (USA) 92108