401k Plan data: TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN plan

TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 401k Plan overview

Plan Name	TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN
Plan identification number	001

TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TEAM ACADEMY CHARTER SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name: TEAM ACADEMY CHARTER SCHOOL, INC.

Employer identification number (EIN): 010660264

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-07-01
001 2016-07-01 ROOPA GOTTIMUKKALA
001 2015-07-01 ROOPA GOTTIMUKKALA
001 2014-07-01 ROOPA GOTTIMUKKALA
001 2013-07-01 TERRY BROWN
001 2012-07-01 LESLIE WADE

Plan Statistics for TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN

401k plan membership statisitcs for TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN

Measure Date Value
2017: TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 499
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 394
Number of other retired or separated participants entitled to future benefits 2017-07-01 126
Total of all active and inactive participants 2017-07-01 520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 520
Number of participants with account balances 2017-07-01 417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 409
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 380
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 116
Total of all active and inactive participants 2016-07-01 496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 496
Number of participants with account balances 2016-07-01 407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 7
2015: TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 406
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 302
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 102
Total of all active and inactive participants 2015-07-01 404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 404
Number of participants with account balances 2015-07-01 340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 2
2014: TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 378
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 341
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 56
Total of all active and inactive participants 2014-07-01 397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 397
Number of participants with account balances 2014-07-01 303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 327
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 342
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 24
Total of all active and inactive participants 2013-07-01 366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 366
Number of participants with account balances 2013-07-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 217
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 274
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 22
Total of all active and inactive participants 2012-07-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 296
Number of participants with account balances 2012-07-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0

Measure	Date	Value
2017: TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	499
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	394
Number of other retired or separated participants entitled to future benefits	2017-07-01	126
Total of all active and inactive participants	2017-07-01	520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	520
Number of participants with account balances	2017-07-01	417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	409
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	380
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	116
Total of all active and inactive participants	2016-07-01	496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	496
Number of participants with account balances	2016-07-01	407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	7
2015: TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	406
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	302
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	102
Total of all active and inactive participants	2015-07-01	404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	404
Number of participants with account balances	2015-07-01	340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	2
2014: TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	378
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	341
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	56
Total of all active and inactive participants	2014-07-01	397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	397
Number of participants with account balances	2014-07-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	327
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	342
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	24
Total of all active and inactive participants	2013-07-01	366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	366
Number of participants with account balances	2013-07-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	217
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	274
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	22
Total of all active and inactive participants	2012-07-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	296
Number of participants with account balances	2012-07-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0

Financial Data on TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN

Measure	Date	Value
2018 : TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total transfer of assets from this plan	2018-06-30	$83,997
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$27,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$23,819
Total income from all sources (including contributions)	2018-06-30	$1,272,850
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$345,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$339,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$873,737
Value of total assets at end of year	2018-06-30	$4,290,836
Value of total assets at beginning of year	2018-06-30	$3,443,707
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$5,592
Total interest from all sources	2018-06-30	$2,213
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$80,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$80,162
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$241,293
Participant contributions at end of year	2018-06-30	$70,107
Participant contributions at beginning of year	2018-06-30	$38,574
Participant contributions at end of year	2018-06-30	$25,907
Participant contributions at beginning of year	2018-06-30	$22,984
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$19,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-06-30	$27,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$1
Administrative expenses (other) incurred	2018-06-30	$5,592
Liabilities. Value of operating payables at beginning of year	2018-06-30	$23,818
Total non interest bearing cash at end of year	2018-06-30	$1,413
Total non interest bearing cash at beginning of year	2018-06-30	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$927,648
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$4,263,539
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$3,419,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$3,715,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$3,097,337
Interest on participant loans	2018-06-30	$2,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$236,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$218,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$218,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$316,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$613,197
Employer contributions (assets) at end of year	2018-06-30	$241,293
Employer contributions (assets) at beginning of year	2018-06-30	$66,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$339,610
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	ALEXANDER ARONSON FINNING & CO. P,C
Accountancy firm EIN	2018-06-30	042571780
2017 : TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total transfer of assets to this plan	2017-06-30	$6,513
Total transfer of assets from this plan	2017-06-30	$242,040
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$23,819
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$1,671
Total income from all sources (including contributions)	2017-06-30	$1,222,743
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$215,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$210,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$837,439
Value of total assets at end of year	2017-06-30	$3,443,707
Value of total assets at beginning of year	2017-06-30	$2,649,450
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$4,138
Total interest from all sources	2017-06-30	$1,440
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$61,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$61,731
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$586,106
Participant contributions at end of year	2017-06-30	$38,574
Participant contributions at beginning of year	2017-06-30	$48,005
Participant contributions at end of year	2017-06-30	$22,984
Participant contributions at beginning of year	2017-06-30	$27,406
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$5,394
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$1,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$171
Administrative expenses (other) incurred	2017-06-30	$4,138
Liabilities. Value of operating payables at end of year	2017-06-30	$23,818
Total non interest bearing cash at end of year	2017-06-30	$1
Total non interest bearing cash at beginning of year	2017-06-30	$171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,007,636
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$3,419,888
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$2,647,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$3,097,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$2,273,493
Interest on participant loans	2017-06-30	$1,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$218,326
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$227,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$227,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$322,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$245,939
Employer contributions (assets) at end of year	2017-06-30	$66,485
Employer contributions (assets) at beginning of year	2017-06-30	$71,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$210,969
Liabilities. Value of benefit claims payable at beginning of year	2017-06-30	$1,500
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	ALEXANDER ARONSON FINNING & CO. P,C
Accountancy firm EIN	2017-06-30	042571780
2016 : TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets to this plan	2016-06-30	$164
Total transfer of assets from this plan	2016-06-30	$69,772
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$1,671
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$2,218
Total income from all sources (including contributions)	2016-06-30	$905,503
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$390,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$384,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$901,386
Value of total assets at end of year	2016-06-30	$2,649,450
Value of total assets at beginning of year	2016-06-30	$2,204,421
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$5,513
Total interest from all sources	2016-06-30	$1,042
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$62,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$62,828
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$648,708
Participant contributions at end of year	2016-06-30	$48,005
Participant contributions at beginning of year	2016-06-30	$25,679
Participant contributions at end of year	2016-06-30	$27,406
Participant contributions at beginning of year	2016-06-30	$22,607
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$9,705
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$1,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$2,218
Administrative expenses (other) incurred	2016-06-30	$5,513
Total non interest bearing cash at end of year	2016-06-30	$171
Total non interest bearing cash at beginning of year	2016-06-30	$2,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$515,184
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$2,647,779
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$2,202,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$2,273,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$1,916,331
Interest on participant loans	2016-06-30	$1,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$227,228
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$191,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$191,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-59,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$242,973
Employer contributions (assets) at end of year	2016-06-30	$71,647
Employer contributions (assets) at beginning of year	2016-06-30	$46,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$384,806
Liabilities. Value of benefit claims payable at end of year	2016-06-30	$1,500
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	ALEXANDER ARONSON FINNING & CO. P.C
Accountancy firm EIN	2016-06-30	042571780
2015 : TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total transfer of assets from this plan	2015-06-30	$709,556
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$2,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$35,198
Total income from all sources (including contributions)	2015-06-30	$850,119
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$120,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$119,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$785,770
Value of total assets at end of year	2015-06-30	$2,204,421
Value of total assets at beginning of year	2015-06-30	$2,217,424
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$900
Total interest from all sources	2015-06-30	$617
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$39,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$39,552
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$537,544
Participant contributions at end of year	2015-06-30	$25,679
Participant contributions at beginning of year	2015-06-30	$16,219
Participant contributions at end of year	2015-06-30	$22,607
Participant contributions at beginning of year	2015-06-30	$27,561
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$74,321
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$6,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$2,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$35,198
Administrative expenses (other) incurred	2015-06-30	$900
Total non interest bearing cash at end of year	2015-06-30	$2,218
Total non interest bearing cash at beginning of year	2015-06-30	$160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$729,533
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$2,202,203
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$2,182,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$1,916,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$1,805,206
Interest on participant loans	2015-06-30	$617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$191,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$189,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$189,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$24,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$173,905
Employer contributions (assets) at end of year	2015-06-30	$46,032
Employer contributions (assets) at beginning of year	2015-06-30	$172,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$119,686
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	ALEXANDER ARONSON FINNING & CO, P.C
Accountancy firm EIN	2015-06-30	042571780
2014 : TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$35,198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$1,195
Total income from all sources (including contributions)	2014-06-30	$1,167,896
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$70,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$70,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$935,460
Value of total assets at end of year	2014-06-30	$2,217,424
Value of total assets at beginning of year	2014-06-30	$1,086,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$951
Total interest from all sources	2014-06-30	$320
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$32,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$32,343
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$703,154
Participant contributions at end of year	2014-06-30	$16,219
Participant contributions at end of year	2014-06-30	$27,561
Participant contributions at beginning of year	2014-06-30	$19,631
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$60,104
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$6,758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$11,803
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$35,198
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$1,195
Administrative expenses (other) incurred	2014-06-30	$951
Total non interest bearing cash at end of year	2014-06-30	$160
Total non interest bearing cash at beginning of year	2014-06-30	$1,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,096,942
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$2,182,226
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$1,085,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$1,805,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$842,118
Interest on participant loans	2014-06-30	$320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$189,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$136,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$136,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$199,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$172,202
Employer contributions (assets) at end of year	2014-06-30	$172,202
Employer contributions (assets) at beginning of year	2014-06-30	$74,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$70,003
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	ALEXANDER ARONSON FINNING & CO,P.C.
Accountancy firm EIN	2014-06-30	042571780
2013 : TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$1,195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$493,205
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$13,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$13,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$409,561
Value of total assets at end of year	2013-06-30	$1,086,479
Value of total assets at beginning of year	2013-06-30	$605,896
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$50
Total interest from all sources	2013-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$17,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$17,285
Was this plan covered by a fidelity bond	2013-06-30	No
If this is an individual account plan, was there a blackout period	2013-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$333,320
Participant contributions at end of year	2013-06-30	$19,631
Participant contributions at beginning of year	2013-06-30	$10,511
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$1,357
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$11,803
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$1,195
Administrative expenses (other) incurred	2013-06-30	$50
Total non interest bearing cash at end of year	2013-06-30	$1,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$479,388
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$1,085,284
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$605,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$842,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$595,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$136,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$66,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$74,884
Employer contributions (assets) at end of year	2013-06-30	$74,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$13,767
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	Yes
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	ALEXANDER ARONSON FINNING & CO,P.C.
Accountancy firm EIN	2013-06-30	042571780

Form 5500 Responses for TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN

2017: TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	Yes
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: TEAM ACADEMY CHARTER SCHOOL, INC. 403(B) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	First time form 5500 has been submitted	Yes
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TEAM ACADEMY CHARTER SCHOOL, INC.
Employer identification number (EIN):	010660264
NAIC Classification:	611000

Plan id#	Filing Submission Date	Name of Administrator
001	2017-07-01
001	2016-07-01	ROOPA GOTTIMUKKALA
001	2015-07-01	ROOPA GOTTIMUKKALA
001	2014-07-01	ROOPA GOTTIMUKKALA
001	2013-07-01	TERRY BROWN
001	2012-07-01	LESLIE WADE