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| Plan Name | THE NEA FOUNDATION FOR THE IMPROVEMENT OF EDUCATION DEFINED CONTRIBUTION PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE NEA FOUNDATION FOR THE |
| Employer identification number (EIN): | 237035089 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-09-01 | ERIC JAMES | 2023-11-09 | SARA SNEED | 2023-11-09 |
| 001 | 2021-09-01 | ERIC JAMES | 2022-12-02 | SARA SNEED | 2022-12-02 |
| 001 | 2020-09-01 | ERIC JAMES | 2021-11-16 | SARA SNEED | 2021-11-16 |
| 001 | 2019-09-01 | ERIC JAMES | 2020-11-06 | SARA SNEED | 2020-11-06 |
| 001 | 2018-09-01 | ERIC JAMES | 2019-11-07 | SARA SNEED | 2019-11-07 |
| 001 | 2017-09-01 | ERIC JAMES | 2018-11-08 | HARRIET SANFORD | 2018-11-08 |
| 001 | 2016-09-01 | ERIC JAMES | 2018-03-08 | HARRIET SANFORD | 2018-03-08 |
| 001 | 2015-09-01 | ||||
| 001 | 2014-09-01 | ||||
| 001 | 2013-09-01 | ||||
| 001 | 2012-09-01 | NANCY MOLL | 2014-03-31 | HARRIET SANFORD | 2014-03-31 |
| 001 | 2011-09-01 | NANCY MOLL | 2013-03-29 | HARRIET SANFORD | 2013-03-29 |
| 001 | 2009-09-01 | HARRIET SANFORD | |||
| 001 | 2009-09-01 | HARRIET SANFORD | 2011-06-15 | ||
| 001 | 2009-09-01 | HARRIET SANFORD | |||
| 001 | 2009-09-01 | HARRIET SANFORD |
| Measure | Date | Value |
|---|---|---|
| 2009: THE NEA FOUNDATION FOR THE IMPROVEMENT OF EDUCATION DEFINED CONTRIBUTION PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-09-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 35 |
| Number of retired or separated participants receiving benefits | 2009-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 4 |
| Total of all active and inactive participants | 2009-09-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-09-01 | 3 |
| Total participants | 2009-09-01 | 42 |
| Number of participants with account balances | 2009-09-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-09-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2011 : THE NEA FOUNDATION FOR THE IMPROVEMENT OF EDUCATION DEFINED CONTRIBUTION PLAN 2011 401k financial data | ||
| Transfers to/from the plan | 2011-08-31 | $0 |
| Total income from all sources | 2011-08-31 | $445,518 |
| Expenses. Total of all expenses incurred | 2011-08-31 | $31,332 |
| Benefits paid (including direct rollovers) | 2011-08-31 | $31,332 |
| Total plan assets at end of year | 2011-08-31 | $2,155,898 |
| Total plan assets at beginning of year | 2011-08-31 | $1,741,712 |
| Other income received | 2011-08-31 | $248,992 |
| Net income (gross income less expenses) | 2011-08-31 | $414,186 |
| Net plan assets at end of year (total assets less liabilities) | 2011-08-31 | $2,155,898 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-08-31 | $1,741,712 |
| Assets. Value of participant loans | 2011-08-31 | $46,037 |
| Total contributions received or receivable from employer(s) | 2011-08-31 | $196,526 |
| 2009: THE NEA FOUNDATION FOR THE IMPROVEMENT OF EDUCATION DEFINED CONTRIBUTION PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-09-01 | Type of plan entity | Single employer plan |
| 2009-09-01 | Submission has been amended | Yes |
| 2009-09-01 | This submission is the final filing | No |
| 2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-09-01 | Plan is a collectively bargained plan | No |
| 2009-09-01 | Plan funding arrangement – Insurance | Yes |
| 2009-09-01 | Plan funding arrangement – Trust | Yes |
| 2009-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-09-01 | Plan benefit arrangement - Trust | Yes |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) | |||||||||||||||||
| Policy contract number | 346891 | ||||||||||||||||
| Policy instance | 1 | ||||||||||||||||
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