401k Plan data: LEADERSHIP ATLANTA 401(K) PLAN plan

LEADERSHIP ATLANTA 401(K) PLAN 401k Plan overview

Plan Name	LEADERSHIP ATLANTA 401(K) PLAN
Plan identification number	001

LEADERSHIP ATLANTA 401(K) 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
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

ATLANTA LEADERSHIP DEVELOPMENT FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: ATLANTA LEADERSHIP DEVELOPMENT FOUNDATION, INC.

Employer identification number (EIN): 237015688

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEADERSHIP ATLANTA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 PAT UPSHAW-MONTEITH 2024-07-19 PAT UPSHAW-MONTEITH 2024-07-19
001 2022-01-01 PAT UPSHAW-MONTEITH 2023-10-02 PAT UPSHAW-MONTEITH 2023-10-02
001 2021-01-01 PAT UPSHAW-MONTEITH 2022-09-24 PAT UPSHAW-MONTEITH 2022-09-24
001 2021-01-01 PAT UPSHAW-MONTEITH 2022-09-24 PAT UPSHAW-MONTEITH 2022-09-24
001 2020-01-01 PAT UPSHAW-MONTEITH 2021-09-20 PAT UPSHAW-MONTEITH 2021-09-20
001 2019-01-01
001 2019-01-01
001 2018-01-01 PAT UPSHAW-MONTEITH PAT UPSHAW-MONTEITH 2019-07-25
001 2017-01-01 PAT UPSHAW-MONTEITH PAT UPSHAW-MONTEITH 2018-07-18
001 2016-01-01 PAT UPSHAW-MONTEITH PAT UPSHAW-MONTEITH 2017-07-31
001 2015-01-01 PAT UPSHAW-MONTEITH PAT UPSHAW-MONTEITH 2016-07-29
001 2014-01-01 PAT UPSHAW-MONTEITH PAT UPSHAW-MONTEITH 2015-07-29
001 2013-01-01 PAT UPSHAW-MONTEITH PAT UPSHAW-MONTEITH 2014-10-13
001 2012-01-01 PAT UPSHAW-MONTEITH PAT UPSHAW-MONTEITH 2013-10-03
001 2011-01-01 PAT UPSHAW-MONTEITH PAT UPSHAW-MONTEITH 2012-10-10
001 2009-01-01 PAT UPSHAW-MONTEITH PAT UPSHAW-MONTEITH 2010-07-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	PAT UPSHAW-MONTEITH	2024-07-19	PAT UPSHAW-MONTEITH	2024-07-19
001	2022-01-01	PAT UPSHAW-MONTEITH	2023-10-02	PAT UPSHAW-MONTEITH	2023-10-02
001	2021-01-01	PAT UPSHAW-MONTEITH	2022-09-24	PAT UPSHAW-MONTEITH	2022-09-24
001	2021-01-01	PAT UPSHAW-MONTEITH	2022-09-24	PAT UPSHAW-MONTEITH	2022-09-24
001	2020-01-01	PAT UPSHAW-MONTEITH	2021-09-20	PAT UPSHAW-MONTEITH	2021-09-20
001	2019-01-01
001	2019-01-01
001	2018-01-01	PAT UPSHAW-MONTEITH		PAT UPSHAW-MONTEITH	2019-07-25
001	2017-01-01	PAT UPSHAW-MONTEITH		PAT UPSHAW-MONTEITH	2018-07-18
001	2016-01-01	PAT UPSHAW-MONTEITH		PAT UPSHAW-MONTEITH	2017-07-31
001	2015-01-01	PAT UPSHAW-MONTEITH		PAT UPSHAW-MONTEITH	2016-07-29
001	2014-01-01	PAT UPSHAW-MONTEITH		PAT UPSHAW-MONTEITH	2015-07-29
001	2013-01-01	PAT UPSHAW-MONTEITH		PAT UPSHAW-MONTEITH	2014-10-13
001	2012-01-01	PAT UPSHAW-MONTEITH		PAT UPSHAW-MONTEITH	2013-10-03
001	2011-01-01	PAT UPSHAW-MONTEITH		PAT UPSHAW-MONTEITH	2012-10-10
001	2009-01-01	PAT UPSHAW-MONTEITH		PAT UPSHAW-MONTEITH	2010-07-14

Plan Statistics for LEADERSHIP ATLANTA 401(K) PLAN

401k plan membership statisitcs for LEADERSHIP ATLANTA 401(K) PLAN

Measure Date Value
2025: LEADERSHIP ATLANTA 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-04 3
Total number of particpants at end of year 2025-06-04 3
Number of Participants With Account Balances 2025-06-04 2
2024: LEADERSHIP ATLANTA 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-19 2
Total number of particpants at end of year 2024-07-19 3
Number of Participants With Account Balances 2024-07-19 2
2022: LEADERSHIP ATLANTA 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-09-24 3
Total number of particpants at end of year 2022-09-24 2
Number of Participants With Account Balances 2022-09-24 2
2019: LEADERSHIP ATLANTA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LEADERSHIP ATLANTA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LEADERSHIP ATLANTA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LEADERSHIP ATLANTA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LEADERSHIP ATLANTA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LEADERSHIP ATLANTA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LEADERSHIP ATLANTA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LEADERSHIP ATLANTA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LEADERSHIP ATLANTA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LEADERSHIP ATLANTA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: LEADERSHIP ATLANTA 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-04	3
Total number of particpants at end of year	2025-06-04	3
Number of Participants With Account Balances	2025-06-04	2
2024: LEADERSHIP ATLANTA 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-19	2
Total number of particpants at end of year	2024-07-19	3
Number of Participants With Account Balances	2024-07-19	2
2022: LEADERSHIP ATLANTA 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-09-24	3
Total number of particpants at end of year	2022-09-24	2
Number of Participants With Account Balances	2022-09-24	2
2019: LEADERSHIP ATLANTA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LEADERSHIP ATLANTA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LEADERSHIP ATLANTA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LEADERSHIP ATLANTA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LEADERSHIP ATLANTA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LEADERSHIP ATLANTA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LEADERSHIP ATLANTA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LEADERSHIP ATLANTA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LEADERSHIP ATLANTA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LEADERSHIP ATLANTA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LEADERSHIP ATLANTA 401(K) PLAN

Measure	Date	Value
2025 : LEADERSHIP ATLANTA 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-06-04	0
Total liabilities as of the end of the plan year	2025-06-04	0
Total liabilities as of the beginning of the plan year	2025-06-04	0
Total expenses incurred by plan in this plan year	2025-06-04	211373
Net assets as of the end of the plan year	2025-06-04	1345739
Total assets as of the beginning of the plan year	2025-06-04	1311051
Participant contributions to plan in this plan year	2025-06-04	40634
Other expenses paid from plan in this plan year	2025-06-04	0
Other contributions to plan in this plan year	2025-06-04	0
Other income to plan in this plan year	2025-06-04	184412
Plan net income in this plan year	2025-06-04	34688
Net assets as of the end of the plan year	2025-06-04	1345739
Net assets as of the beginning of the plan year	2025-06-04	1311051
Employer contributions to plan in this plan year	2025-06-04	21015
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-04	1708
2024 : LEADERSHIP ATLANTA 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-19	0
Total liabilities as of the end of the plan year	2024-07-19	0
Total liabilities as of the beginning of the plan year	2024-07-19	0
Total expenses incurred by plan in this plan year	2024-07-19	1194
Net assets as of the end of the plan year	2024-07-19	1311051
Total assets as of the beginning of the plan year	2024-07-19	1096489
Participant contributions to plan in this plan year	2024-07-19	36694
Other expenses paid from plan in this plan year	2024-07-19	0
Other contributions to plan in this plan year	2024-07-19	0
Other income to plan in this plan year	2024-07-19	161107
Plan net income in this plan year	2024-07-19	214562
Net assets as of the end of the plan year	2024-07-19	1311051
Net assets as of the beginning of the plan year	2024-07-19	1096489
Employer contributions to plan in this plan year	2024-07-19	17955
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-19	1194
2022 : LEADERSHIP ATLANTA 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-09-24	0
Total liabilities as of the end of the plan year	2022-09-24	0
Total liabilities as of the beginning of the plan year	2022-09-24	0
Total expenses incurred by plan in this plan year	2022-09-24	20752
Net assets as of the end of the plan year	2022-09-24	1245137
Total assets as of the beginning of the plan year	2022-09-24	1071799
Participant contributions to plan in this plan year	2022-09-24	31785
Other expenses paid from plan in this plan year	2022-09-24	0
Other contributions to plan in this plan year	2022-09-24	0
Other income to plan in this plan year	2022-09-24	146595
Plan net income in this plan year	2022-09-24	173338
Net assets as of the end of the plan year	2022-09-24	1245137
Net assets as of the beginning of the plan year	2022-09-24	1071799
Employer contributions to plan in this plan year	2022-09-24	15710
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-24	0
2019 : LEADERSHIP ATLANTA 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$8,529
Total income from all sources	2019-12-31	$216,214
Expenses. Total of all expenses incurred	2019-12-31	$0
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,029,511
Total plan assets at beginning of year	2019-12-31	$821,826
Total contributions received or receivable from participants	2019-12-31	$34,686
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$157,388
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$216,214
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,029,511
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$813,297
Total contributions received or receivable from employer(s)	2019-12-31	$24,140
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : LEADERSHIP ATLANTA 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$8,529
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-5,471
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$821,826
Total plan assets at beginning of year	2018-12-31	$818,768
Total contributions received or receivable from participants	2018-12-31	$31,774
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-58,264
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-5,471
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$813,297
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$818,768
Total contributions received or receivable from employer(s)	2018-12-31	$21,019
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : LEADERSHIP ATLANTA 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$6,041
Total income from all sources	2017-12-31	$141,150
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$818,768
Total plan assets at beginning of year	2017-12-31	$683,659
Total contributions received or receivable from participants	2017-12-31	$30,416
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$96,019
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$141,150
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$818,768
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$677,618
Total contributions received or receivable from employer(s)	2017-12-31	$14,715
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : LEADERSHIP ATLANTA 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$6,041
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$95,486
Expenses. Total of all expenses incurred	2016-12-31	$71,771
Benefits paid (including direct rollovers)	2016-12-31	$71,686
Total plan assets at end of year	2016-12-31	$683,659
Total plan assets at beginning of year	2016-12-31	$653,903
Total contributions received or receivable from participants	2016-12-31	$28,810
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$49,443
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$23,715
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$677,618
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$653,903
Total contributions received or receivable from employer(s)	2016-12-31	$17,233
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$85
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : LEADERSHIP ATLANTA 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$35,764
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$653,903
Total plan assets at beginning of year	2015-12-31	$618,139
Total contributions received or receivable from participants	2015-12-31	$31,112
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-14,440
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$35,764
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$653,903
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$618,139
Total contributions received or receivable from employer(s)	2015-12-31	$19,092
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : LEADERSHIP ATLANTA 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$84,095
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$618,139
Total plan assets at beginning of year	2014-12-31	$534,044
Total contributions received or receivable from participants	2014-12-31	$36,588
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$23,104
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$84,095
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$618,139
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$534,044
Total contributions received or receivable from employer(s)	2014-12-31	$24,403
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : LEADERSHIP ATLANTA 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$128,308
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$534,044
Total plan assets at beginning of year	2013-12-31	$405,736
Total contributions received or receivable from participants	2013-12-31	$36,969
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$69,164
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$128,308
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$534,044
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$405,736
Total contributions received or receivable from employer(s)	2013-12-31	$22,175
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LEADERSHIP ATLANTA 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$88,096
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$405,736
Total plan assets at beginning of year	2012-12-31	$317,640
Total contributions received or receivable from participants	2012-12-31	$28,342
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$43,947
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$88,096
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$405,736
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$317,640
Total contributions received or receivable from employer(s)	2012-12-31	$15,807
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LEADERSHIP ATLANTA 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$37,902
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$317,640
Total plan assets at beginning of year	2011-12-31	$279,738
Total contributions received or receivable from participants	2011-12-31	$30,160
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-9,160
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$37,902
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$317,640
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$279,738
Total contributions received or receivable from employer(s)	2011-12-31	$16,902
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : LEADERSHIP ATLANTA 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$65,869
Expenses. Total of all expenses incurred	2010-12-31	$59,124
Benefits paid (including direct rollovers)	2010-12-31	$59,124
Total plan assets at end of year	2010-12-31	$279,738
Total plan assets at beginning of year	2010-12-31	$272,993
Total contributions received or receivable from participants	2010-12-31	$25,396
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$28,077
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$6,745
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$279,738
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$272,993
Total contributions received or receivable from employer(s)	2010-12-31	$12,396
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : LEADERSHIP ATLANTA 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LEADERSHIP ATLANTA 401(K) PLAN

2019: LEADERSHIP ATLANTA 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LEADERSHIP ATLANTA 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LEADERSHIP ATLANTA 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LEADERSHIP ATLANTA 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LEADERSHIP ATLANTA 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEADERSHIP ATLANTA 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LEADERSHIP ATLANTA 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LEADERSHIP ATLANTA 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LEADERSHIP ATLANTA 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LEADERSHIP ATLANTA 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	87618
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	87618
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	87618
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	87618
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	87618
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	87618
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	87618
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	87618
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	87618
Policy instance	1

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Company Name:	ATLANTA LEADERSHIP DEVELOPMENT FOUNDATION, INC.
Employer identification number (EIN):	237015688
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations