401k Plan data: JOHN ADAMS ACADEMY 403B PLAN plan

JOHN ADAMS ACADEMY 403B PLAN 401k Plan overview

Plan Name	JOHN ADAMS ACADEMY 403B PLAN
Plan identification number	001

JOHN ADAMS ACADEMY 403B PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(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

JOHN ADAMS ACADEMY has sponsored the creation of one or more 401k plans.

Company Name: JOHN ADAMS ACADEMY

Employer identification number (EIN): 271896345

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN ADAMS ACADEMY 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01 JOSEPH BENSON 2023-10-02 JOSEPH BENSON 2023-10-02
001 2020-07-01 JOSEPH BENSON 2022-09-07 JOSEPH BENSON 2022-09-07
001 2019-07-01 AARON ADAMS 2021-11-15 AARON ADAMS 2021-11-15
001 2018-07-01 JOSEPH BENSON 2021-05-18 JOSEPH BENSON 2021-05-18
001 2017-07-01 JOSEPH P. BENSON 2020-09-24 JOSEPH P. BENSON 2020-09-24
001 2016-07-01 JOSEPH P BENSON 2019-06-05
001 2015-07-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 NORMAN A. GONZALES 2015-12-07 NORMAN A. GONZALES 2015-12-07
001 2011-01-01 NORMAN A. GONZALES 2015-12-07 NORMAN A. GONZALES 2015-12-07
001 2010-07-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-07-01	JOSEPH BENSON	2023-10-02	JOSEPH BENSON	2023-10-02
001	2020-07-01	JOSEPH BENSON	2022-09-07	JOSEPH BENSON	2022-09-07
001	2019-07-01	AARON ADAMS	2021-11-15	AARON ADAMS	2021-11-15
001	2018-07-01	JOSEPH BENSON	2021-05-18	JOSEPH BENSON	2021-05-18
001	2017-07-01	JOSEPH P. BENSON	2020-09-24	JOSEPH P. BENSON	2020-09-24
001	2016-07-01	JOSEPH P BENSON	2019-06-05
001	2015-07-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	NORMAN A. GONZALES	2015-12-07	NORMAN A. GONZALES	2015-12-07
001	2011-01-01	NORMAN A. GONZALES	2015-12-07	NORMAN A. GONZALES	2015-12-07
001	2010-07-01

Plan Statistics for JOHN ADAMS ACADEMY 403B PLAN

401k plan membership statisitcs for JOHN ADAMS ACADEMY 403B PLAN

Measure Date Value
2021: JOHN ADAMS ACADEMY 403B PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 496
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 471
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 210
Total of all active and inactive participants 2021-07-01 681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 681
Number of participants with account balances 2021-07-01 620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 25
2020: JOHN ADAMS ACADEMY 403B PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 488
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 329
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 159
Total of all active and inactive participants 2020-07-01 488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 488
Number of participants with account balances 2020-07-01 470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 25
2019: JOHN ADAMS ACADEMY 403B PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 412
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 284
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 184
Total of all active and inactive participants 2019-07-01 468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 468
Number of participants with account balances 2019-07-01 458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 5
2018: JOHN ADAMS ACADEMY 403B PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 331
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 220
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 167
Total of all active and inactive participants 2018-07-01 387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 387
Number of participants with account balances 2018-07-01 351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 17
2017: JOHN ADAMS ACADEMY 403B PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 252
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 222
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 144
Total of all active and inactive participants 2017-07-01 366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 366
Number of participants with account balances 2017-07-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 7
2016: JOHN ADAMS ACADEMY 403B PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 211
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 141
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 104
Total of all active and inactive participants 2016-07-01 245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 245
Number of participants with account balances 2016-07-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: JOHN ADAMS ACADEMY 403B PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 151
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 121
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 88
Total of all active and inactive participants 2015-07-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 209
Number of participants with account balances 2015-07-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
Total participants, beginning-of-year 2015-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 102
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 46
Total of all active and inactive participants 2015-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 148
Number of participants with account balances 2015-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2021: JOHN ADAMS ACADEMY 403B PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	496
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	471
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	210
Total of all active and inactive participants	2021-07-01	681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	681
Number of participants with account balances	2021-07-01	620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	25
2020: JOHN ADAMS ACADEMY 403B PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	488
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	329
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	159
Total of all active and inactive participants	2020-07-01	488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	488
Number of participants with account balances	2020-07-01	470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	25
2019: JOHN ADAMS ACADEMY 403B PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	412
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	284
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	184
Total of all active and inactive participants	2019-07-01	468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	468
Number of participants with account balances	2019-07-01	458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	5
2018: JOHN ADAMS ACADEMY 403B PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	331
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	220
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	167
Total of all active and inactive participants	2018-07-01	387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	387
Number of participants with account balances	2018-07-01	351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	17
2017: JOHN ADAMS ACADEMY 403B PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	252
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	222
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	144
Total of all active and inactive participants	2017-07-01	366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	366
Number of participants with account balances	2017-07-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	7
2016: JOHN ADAMS ACADEMY 403B PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	211
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	141
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	104
Total of all active and inactive participants	2016-07-01	245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	245
Number of participants with account balances	2016-07-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: JOHN ADAMS ACADEMY 403B PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	151
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	121
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	88
Total of all active and inactive participants	2015-07-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	209
Number of participants with account balances	2015-07-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
Total participants, beginning-of-year	2015-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	102
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	46
Total of all active and inactive participants	2015-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	148
Number of participants with account balances	2015-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on JOHN ADAMS ACADEMY 403B PLAN

Measure	Date	Value
2022 : JOHN ADAMS ACADEMY 403B PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$18,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$10,996
Total income from all sources (including contributions)	2022-06-30	$872,354
Total loss/gain on sale of assets	2022-06-30	$-39,134
Total of all expenses incurred	2022-06-30	$467,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$403,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,964,183
Value of total assets at end of year	2022-06-30	$6,429,243
Value of total assets at beginning of year	2022-06-30	$6,017,566
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$64,242
Total interest from all sources	2022-06-30	$2,743
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$216,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$216,092
Administrative expenses professional fees incurred	2022-06-30	$19,982
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$1,022,408
Participant contributions at end of year	2022-06-30	$39,973
Participant contributions at beginning of year	2022-06-30	$56,078
Participant contributions at end of year	2022-06-30	$5,267
Participant contributions at beginning of year	2022-06-30	$2,968
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$13,167
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$18,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$10,996
Total non interest bearing cash at end of year	2022-06-30	$567
Total non interest bearing cash at beginning of year	2022-06-30	$445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$404,599
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$6,411,169
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$6,006,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$44,260
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$6,012,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$5,830,135
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$0
Interest on participant loans	2022-06-30	$2,743
Value of interest in common/collective trusts at end of year	2022-06-30	$193,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,271,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$928,608
Employer contributions (assets) at end of year	2022-06-30	$177,793
Employer contributions (assets) at beginning of year	2022-06-30	$127,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$403,513
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Aggregate proceeds on sale of assets	2022-06-30	$844,656
Aggregate carrying amount (costs) on sale of assets	2022-06-30	$883,790
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	GILBERT CPAS
Accountancy firm EIN	2022-06-30	680037990
2021 : JOHN ADAMS ACADEMY 403B PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$10,996
Total income from all sources (including contributions)	2021-06-30	$2,829,853
Total loss/gain on sale of assets	2021-06-30	$33,037
Total of all expenses incurred	2021-06-30	$422,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$374,949
Value of total corrective distributions	2021-06-30	$163
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,502,112
Value of total assets at end of year	2021-06-30	$6,017,566
Value of total assets at beginning of year	2021-06-30	$3,598,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$46,910
Total interest from all sources	2021-06-30	$3,228
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$8,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$8,381
Administrative expenses professional fees incurred	2021-06-30	$21,961
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$375,000
If this is an individual account plan, was there a blackout period	2021-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$682,665
Participant contributions at end of year	2021-06-30	$56,078
Participant contributions at beginning of year	2021-06-30	$84,426
Participant contributions at end of year	2021-06-30	$2,968
Participant contributions at beginning of year	2021-06-30	$1,033
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$108,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-06-30	$10,996
Other income not declared elsewhere	2021-06-30	$847
Total non interest bearing cash at end of year	2021-06-30	$445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,407,831
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$6,006,570
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$3,598,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$24,949
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$5,830,135
Value of interest in pooled separate accounts at end of year	2021-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$3,362,256
Interest on participant loans	2021-06-30	$3,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$60,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,282,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$711,435
Employer contributions (assets) at end of year	2021-06-30	$127,940
Employer contributions (assets) at beginning of year	2021-06-30	$90,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$374,949
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-06-30	Yes
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Aggregate proceeds on sale of assets	2021-06-30	$605,673
Aggregate carrying amount (costs) on sale of assets	2021-06-30	$572,636
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	GILBERT CPAS
Accountancy firm EIN	2021-06-30	680037990
2020 : JOHN ADAMS ACADEMY 403B PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$1,303,179
Total of all expenses incurred	2020-06-30	$356,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$326,892
Value of total corrective distributions	2020-06-30	$901
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,167,015
Value of total assets at end of year	2020-06-30	$3,598,739
Value of total assets at beginning of year	2020-06-30	$2,651,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$28,363
Total interest from all sources	2020-06-30	$3,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Administrative expenses professional fees incurred	2020-06-30	$6,070
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$270,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$521,926
Participant contributions at end of year	2020-06-30	$84,426
Participant contributions at beginning of year	2020-06-30	$39,665
Participant contributions at end of year	2020-06-30	$1,033
Participant contributions at beginning of year	2020-06-30	$4,009
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$144,406
Other income not declared elsewhere	2020-06-30	$2,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$947,023
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$3,598,739
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$2,651,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$22,293
Value of interest in pooled separate accounts at end of year	2020-06-30	$3,362,256
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$2,451,355
Interest on participant loans	2020-06-30	$3,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$60,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$114,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$130,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$500,683
Employer contributions (assets) at end of year	2020-06-30	$90,216
Employer contributions (assets) at beginning of year	2020-06-30	$42,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$326,892
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	GILBERT CPAS
Accountancy firm EIN	2020-06-30	680037990
2019 : JOHN ADAMS ACADEMY 403B PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$953,875
Total of all expenses incurred	2019-06-30	$101,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$81,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$817,268
Value of total assets at end of year	2019-06-30	$2,651,716
Value of total assets at beginning of year	2019-06-30	$1,799,292
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$20,009
Total interest from all sources	2019-06-30	$1,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Administrative expenses professional fees incurred	2019-06-30	$3,823
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$180,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$391,405
Participant contributions at end of year	2019-06-30	$39,665
Participant contributions at beginning of year	2019-06-30	$19,000
Participant contributions at end of year	2019-06-30	$4,009
Participant contributions at beginning of year	2019-06-30	$78,677
Other income not declared elsewhere	2019-06-30	$478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$852,424
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$2,651,716
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$1,799,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$16,186
Value of interest in pooled separate accounts at end of year	2019-06-30	$2,451,355
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$1,608,038
Interest on participant loans	2019-06-30	$1,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$114,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$9,311
Net investment gain/loss from pooled separate accounts	2019-06-30	$134,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$425,863
Employer contributions (assets) at end of year	2019-06-30	$42,298
Employer contributions (assets) at beginning of year	2019-06-30	$84,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$81,442
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	GILBERT CPAS
Accountancy firm EIN	2019-06-30	680037990
2018 : JOHN ADAMS ACADEMY 403B PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-06-30	$0
Total transfer of assets from this plan	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$453
Total income from all sources (including contributions)	2018-06-30	$769,181
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$167,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$151,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$646,358
Value of total assets at end of year	2018-06-30	$1,799,292
Value of total assets at beginning of year	2018-06-30	$1,197,855
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$15,528
Total interest from all sources	2018-06-30	$60
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Administrative expenses professional fees incurred	2018-06-30	$3,150
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$120,000
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	$312,204
Participant contributions at end of year	2018-06-30	$19,000
Participant contributions at beginning of year	2018-06-30	$25,000
Participant contributions at end of year	2018-06-30	$78,677
Participant contributions at beginning of year	2018-06-30	$5,024
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$2,603
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$453
Total non interest bearing cash at beginning of year	2018-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Income. Non cash contributions	2018-06-30	$0
Value of net income/loss	2018-06-30	$601,890
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$1,799,292
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$1,197,402
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
Investment advisory and management fees	2018-06-30	$12,378
Value of interest in pooled separate accounts at end of year	2018-06-30	$1,608,038
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$1,160,166
Interest on participant loans	2018-06-30	$60
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$9,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$4,320
Net investment gain/loss from pooled separate accounts	2018-06-30	$122,763
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	$331,551
Employer contributions (assets) at end of year	2018-06-30	$84,266
Employer contributions (assets) at beginning of year	2018-06-30	$3,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$151,763
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
Aggregate proceeds on sale of assets	2018-06-30	$0
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	GILBERT CPAS
Accountancy firm EIN	2018-06-30	680037990
2017 : JOHN ADAMS ACADEMY 403B PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$453
Total income from all sources (including contributions)	2017-06-30	$576,840
Total of all expenses incurred	2017-06-30	$67,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$57,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$460,745
Value of total assets at end of year	2017-06-30	$1,197,855
Value of total assets at beginning of year	2017-06-30	$688,527
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$10,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Administrative expenses professional fees incurred	2017-06-30	$3,959
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$100,000
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	$187,422
Participant contributions at end of year	2017-06-30	$25,000
Participant contributions at end of year	2017-06-30	$5,024
Participant contributions at beginning of year	2017-06-30	$893
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$827
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$152
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$9,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$453
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	$508,875
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$1,197,402
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$688,527
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
Investment advisory and management fees	2017-06-30	$6,903
Value of interest in pooled separate accounts at end of year	2017-06-30	$1,160,166
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$631,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$4,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$1,484
Net investment gain/loss from pooled separate accounts	2017-06-30	$116,095
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	$272,496
Employer contributions (assets) at end of year	2017-06-30	$3,193
Employer contributions (assets) at beginning of year	2017-06-30	$45,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$57,103
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	GILBERT ASSOCIATES INC
Accountancy firm EIN	2017-06-30	680037990
2016 : JOHN ADAMS ACADEMY 403B PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$296,981
Total of all expenses incurred	2016-06-30	$30,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$26,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$295,008
Value of total assets at end of year	2016-06-30	$688,527
Value of total assets at beginning of year	2016-06-30	$421,600
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$3,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$45,000
If this is an individual account plan, was there a blackout period	2016-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$92,331
Participant contributions at end of year	2016-06-30	$893
Participant contributions at beginning of year	2016-06-30	$8,767
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$6,612
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$9,203
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	$266,927
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$688,527
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$421,600
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
Investment advisory and management fees	2016-06-30	$3,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$198,617
Value of interest in pooled separate accounts at end of year	2016-06-30	$631,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$120,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$120,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$1,484
Net investment gain/loss from pooled separate accounts	2016-06-30	$1,973
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	$196,065
Employer contributions (assets) at end of year	2016-06-30	$45,430
Employer contributions (assets) at beginning of year	2016-06-30	$93,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$26,147
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	Yes
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	GILBERT ASSOCIATES INC
Accountancy firm EIN	2016-06-30	680037990
2015 : JOHN ADAMS ACADEMY 403B PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$114,667
Total of all expenses incurred	2015-06-30	$11,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$11,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$111,086
Value of total assets at end of year	2015-06-30	$421,600
Value of total assets at beginning of year	2015-06-30	$318,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$45,000
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	$38,669
Participant contributions at end of year	2015-06-30	$8,767
Participant contributions at beginning of year	2015-06-30	$8,813
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	$102,675
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$421,600
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$318,925
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	$198,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$156,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$120,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$84,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$84,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$3,581
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	$72,417
Employer contributions (assets) at end of year	2015-06-30	$93,556
Employer contributions (assets) at beginning of year	2015-06-30	$68,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$11,992
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

Form 5500 Responses for JOHN ADAMS ACADEMY 403B PLAN

2021: JOHN ADAMS ACADEMY 403B PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: JOHN ADAMS ACADEMY 403B PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: JOHN ADAMS ACADEMY 403B PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: JOHN ADAMS ACADEMY 403B PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: JOHN ADAMS ACADEMY 403B 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	No
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 – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: JOHN ADAMS ACADEMY 403B 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 – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: JOHN ADAMS ACADEMY 403B 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 – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
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)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814432

Policy instance

Insurance contract or identification number	814432
Number of Individuals Covered	0
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

G76347

Policy instance

Insurance contract or identification number	G76347
Number of Individuals Covered	0
Insurance policy start date	2020-07-01
Insurance policy end date	2020-12-21
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

G76347

Policy instance

Insurance contract or identification number	G76347
Number of Individuals Covered	472
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

G76347

Policy instance

Insurance contract or identification number	G76347
Number of Individuals Covered	350
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

G76347

Policy instance

Insurance contract or identification number	G76347
Number of Individuals Covered	301
Insurance policy start date	2017-08-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	JOHN ADAMS ACADEMY
Employer identification number (EIN):	271896345
NAIC Classification:	611000