401k Plan data: WAYLAND ACADEMY 403(B) TDA PLAN plan

WAYLAND ACADEMY 403(B) TDA PLAN 401k Plan overview

Plan Name	WAYLAND ACADEMY 403(B) TDA PLAN
Plan identification number	003

WAYLAND ACADEMY 403(B) TDA PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: WAYLAND ACADEMY

Employer identification number (EIN): 390806363

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WAYLAND ACADEMY 403(B) TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2014-07-01 KERRY WOLFGRAM
003 2013-07-01 KERRY WOLFGRAM
003 2012-07-01 RODNEY MILLER RODNEY MILLER 2013-10-21
003 2012-02-01 KERRY WOLFGRAM
003 2012-01-01 RODNEY MILLER 2013-06-27
003 2011-01-01 RODNEY MILLER 2012-07-09
003 2010-01-01 RODNEY D. MILLER
003 2009-01-01 RODNEY D. MILLER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2014-07-01	KERRY WOLFGRAM
003	2013-07-01	KERRY WOLFGRAM
003	2012-07-01	RODNEY MILLER		RODNEY MILLER	2013-10-21
003	2012-02-01	KERRY WOLFGRAM
003	2012-01-01	RODNEY MILLER	2013-06-27
003	2011-01-01	RODNEY MILLER	2012-07-09
003	2010-01-01	RODNEY D. MILLER
003	2009-01-01	RODNEY D. MILLER

Plan Statistics for WAYLAND ACADEMY 403(B) TDA PLAN

401k plan membership statisitcs for WAYLAND ACADEMY 403(B) TDA PLAN

Measure Date Value
2014: WAYLAND ACADEMY 403(B) TDA PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 53
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 47
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 4
Total of all active and inactive participants 2014-07-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 51
Number of participants with account balances 2014-07-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: WAYLAND ACADEMY 403(B) TDA PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 49
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 48
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 5
Total of all active and inactive participants 2013-07-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 53
Number of participants with account balances 2013-07-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: WAYLAND ACADEMY 403(B) TDA PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 47
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 46
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 3
Total of all active and inactive participants 2012-07-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 49
Number of participants with account balances 2012-07-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
Total participants, beginning-of-year 2012-02-01 40
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 43
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 4
Total of all active and inactive participants 2012-02-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 47
Number of participants with account balances 2012-02-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2010: WAYLAND ACADEMY 403(B) TDA PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 33
Number of other retired or separated participants entitled to future benefits 2010-01-01 10
Total of all active and inactive participants 2010-01-01 43
Total participants 2010-01-01 43
Number of participants with account balances 2010-01-01 33
2009: WAYLAND ACADEMY 403(B) TDA PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 34
Number of other retired or separated participants entitled to future benefits 2009-01-01 11
Total of all active and inactive participants 2009-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 46
Number of participants with account balances 2009-01-01 34

Measure	Date	Value
2014: WAYLAND ACADEMY 403(B) TDA PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	53
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	47
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	4
Total of all active and inactive participants	2014-07-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	51
Number of participants with account balances	2014-07-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: WAYLAND ACADEMY 403(B) TDA PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	49
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	48
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	5
Total of all active and inactive participants	2013-07-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	53
Number of participants with account balances	2013-07-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: WAYLAND ACADEMY 403(B) TDA PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	47
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	46
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	3
Total of all active and inactive participants	2012-07-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	49
Number of participants with account balances	2012-07-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
Total participants, beginning-of-year	2012-02-01	40
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	43
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	4
Total of all active and inactive participants	2012-02-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	47
Number of participants with account balances	2012-02-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2010: WAYLAND ACADEMY 403(B) TDA PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	33
Number of other retired or separated participants entitled to future benefits	2010-01-01	10
Total of all active and inactive participants	2010-01-01	43
Total participants	2010-01-01	43
Number of participants with account balances	2010-01-01	33
2009: WAYLAND ACADEMY 403(B) TDA PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	34
Number of other retired or separated participants entitled to future benefits	2009-01-01	11
Total of all active and inactive participants	2009-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	46
Number of participants with account balances	2009-01-01	34

Financial Data on WAYLAND ACADEMY 403(B) TDA PLAN

Measure	Date	Value
2015 : WAYLAND ACADEMY 403(B) TDA PLAN 2015 401k financial data
Transfers to/from the plan	2015-06-30	$37,434
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$420,480
Expenses. Total of all expenses incurred	2015-06-30	$833,647
Benefits paid (including direct rollovers)	2015-06-30	$813,364
Total plan assets at end of year	2015-06-30	$3,796,254
Total plan assets at beginning of year	2015-06-30	$4,171,987
Value of fidelity bond covering the plan	2015-06-30	$500,000
Total contributions received or receivable from participants	2015-06-30	$210,601
Expenses. Other expenses not covered elsewhere	2015-06-30	$0
Contributions received from other sources (not participants or employers)	2015-06-30	$68,044
Other income received	2015-06-30	$48,003
Noncash contributions received	2015-06-30	$0
Net income (gross income less expenses)	2015-06-30	$-413,167
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$3,796,254
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$4,171,987
Assets. Value of participant loans	2015-06-30	$3,580
Total contributions received or receivable from employer(s)	2015-06-30	$93,832
Value of certain deemed distributions of participant loans	2015-06-30	$0
Value of corrective distributions	2015-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$20,283
2014 : WAYLAND ACADEMY 403(B) TDA PLAN 2014 401k financial data
Transfers to/from the plan	2014-06-30	$38,561
Total plan liabilities at end of year	2014-06-30	$0
Total income from all sources	2014-06-30	$968,124
Expenses. Total of all expenses incurred	2014-06-30	$39,473
Benefits paid (including direct rollovers)	2014-06-30	$15,164
Total plan assets at end of year	2014-06-30	$4,171,987
Total plan assets at beginning of year	2014-06-30	$3,204,775
Value of fidelity bond covering the plan	2014-06-30	$500,000
Total contributions received or receivable from participants	2014-06-30	$200,971
Expenses. Other expenses not covered elsewhere	2014-06-30	$0
Contributions received from other sources (not participants or employers)	2014-06-30	$0
Other income received	2014-06-30	$676,711
Noncash contributions received	2014-06-30	$0
Net income (gross income less expenses)	2014-06-30	$928,651
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$4,171,987
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$3,204,775
Total contributions received or receivable from employer(s)	2014-06-30	$90,442
Value of certain deemed distributions of participant loans	2014-06-30	$0
Value of corrective distributions	2014-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$24,309
2013 : WAYLAND ACADEMY 403(B) TDA PLAN 2013 401k financial data
Transfers to/from the plan	2013-06-30	$49,147
Total income from all sources	2013-06-30	$694,909
Expenses. Total of all expenses incurred	2013-06-30	$59,458
Benefits paid (including direct rollovers)	2013-06-30	$42,690
Total plan assets at end of year	2013-06-30	$3,204,775
Total plan assets at beginning of year	2013-06-30	$2,520,177
Value of fidelity bond covering the plan	2013-06-30	$500,000
Total contributions received or receivable from participants	2013-06-30	$195,572
Contributions received from other sources (not participants or employers)	2013-06-30	$22,461
Other income received	2013-06-30	$390,333
Net income (gross income less expenses)	2013-06-30	$635,451
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$3,204,775
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$2,520,177
Total contributions received or receivable from employer(s)	2013-06-30	$86,543
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$16,768
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : WAYLAND ACADEMY 403(B) TDA PLAN 2012 401k financial data
Transfers to/from the plan	2012-06-30	$2,462,786
Total income from all sources	2012-06-30	$79,727
Expenses. Total of all expenses incurred	2012-06-30	$22,335
Benefits paid (including direct rollovers)	2012-06-30	$20,012
Total plan assets at end of year	2012-06-30	$2,520,178
Total plan assets at beginning of year	2012-06-30	$0
Value of fidelity bond covering the plan	2012-06-30	$500,000
Total contributions received or receivable from participants	2012-06-30	$82,955
Other income received	2012-06-30	$-40,631
Net income (gross income less expenses)	2012-06-30	$57,392
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$2,520,178
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$0
Total contributions received or receivable from employer(s)	2012-06-30	$37,403
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$2,323
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2010 : WAYLAND ACADEMY 403(B) TDA PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$184,037
Expenses. Total of all expenses incurred	2010-12-31	$18,590
Benefits paid (including direct rollovers)	2010-12-31	$18,590
Total plan assets at end of year	2010-12-31	$1,563,933
Total plan assets at beginning of year	2010-12-31	$1,398,486
Total contributions received or receivable from participants	2010-12-31	$41,374
Other income received	2010-12-31	$142,663
Net income (gross income less expenses)	2010-12-31	$165,447
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,563,933
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,398,486

Form 5500 Responses for WAYLAND ACADEMY 403(B) TDA PLAN

2014: WAYLAND ACADEMY 403(B) TDA PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: WAYLAND ACADEMY 403(B) TDA PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: WAYLAND ACADEMY 403(B) TDA PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	First time form 5500 has been submitted	Yes
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2010: WAYLAND ACADEMY 403(B) TDA PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WAYLAND ACADEMY 403(B) TDA PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

334175

Policy instance

Insurance contract or identification number	334175
Number of Individuals Covered	33
Insurance policy start date	2010-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

WAYLAND ACADEMY RETIREMENT PLAN [EIN = 390808636]

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Company Name:	WAYLAND ACADEMY
Employer identification number (EIN):	390806363
NAIC Classification:	611000