401k Plan data: AMERICAN VIRTUAL ACADEMY 401(K) PLAN plan

AMERICAN VIRTUAL ACADEMY 401(K) PLAN 401k Plan overview

Plan Name	AMERICAN VIRTUAL ACADEMY 401(K) PLAN
Plan identification number	001

AMERICAN VIRTUAL ACADEMY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STRONGMIND, INC. has sponsored the creation of one or more 401k plans.

Company Name: STRONGMIND, INC.

Employer identification number (EIN): 474746942

NAIC Classification: 561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN VIRTUAL ACADEMY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01 SHAWN T. PARKER, CPC, QPA, ERPA 2020-01-31
001 2017-07-01
001 2016-07-01

Plan Statistics for AMERICAN VIRTUAL ACADEMY 401(K) PLAN

401k plan membership statisitcs for AMERICAN VIRTUAL ACADEMY 401(K) PLAN

Measure Date Value
2022: AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 726
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 457
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 329
Total of all active and inactive participants 2022-01-01 786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 786
Number of participants with account balances 2022-01-01 732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 662
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 512
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 157
Total of all active and inactive participants 2021-01-01 669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 669
Number of participants with account balances 2021-01-01 597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 647
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 486
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 101
Total of all active and inactive participants 2020-07-01 587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 587
Number of participants with account balances 2020-07-01 495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 581
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 560
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 107
Total of all active and inactive participants 2019-07-01 667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 667
Number of participants with account balances 2019-07-01 502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 473
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 465
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 116
Total of all active and inactive participants 2018-07-01 581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 581
Number of participants with account balances 2018-07-01 400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 439
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 380
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 92
Total of all active and inactive participants 2017-07-01 472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 472
Number of participants with account balances 2017-07-01 378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 2
2016: AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 186
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 390
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 49
Total of all active and inactive participants 2016-07-01 439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 439
Number of participants with account balances 2016-07-01 346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 2

Measure	Date	Value
2022: AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	726
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	457
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	329
Total of all active and inactive participants	2022-01-01	786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	786
Number of participants with account balances	2022-01-01	732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	662
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	512
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	157
Total of all active and inactive participants	2021-01-01	669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	669
Number of participants with account balances	2021-01-01	597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	647
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	486
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	101
Total of all active and inactive participants	2020-07-01	587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	587
Number of participants with account balances	2020-07-01	495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	581
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	560
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	107
Total of all active and inactive participants	2019-07-01	667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	667
Number of participants with account balances	2019-07-01	502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	473
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	465
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	116
Total of all active and inactive participants	2018-07-01	581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	581
Number of participants with account balances	2018-07-01	400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	439
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	380
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	92
Total of all active and inactive participants	2017-07-01	472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	472
Number of participants with account balances	2017-07-01	378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	2
2016: AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	186
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	390
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	49
Total of all active and inactive participants	2016-07-01	439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	439
Number of participants with account balances	2016-07-01	346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	2

Financial Data on AMERICAN VIRTUAL ACADEMY 401(K) PLAN

Measure	Date	Value
2022 : AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$671,474
Total of all expenses incurred	2022-12-31	$1,138,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,045,182
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,770,151
Value of total assets at end of year	2022-12-31	$11,334,601
Value of total assets at beginning of year	2022-12-31	$11,802,039
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$93,730
Total interest from all sources	2022-12-31	$7,140
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,641,711
Participant contributions at end of year	2022-12-31	$143,570
Participant contributions at beginning of year	2022-12-31	$116,978
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$122,570
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$5,913
Total non interest bearing cash at beginning of year	2022-12-31	$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-467,438
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,334,601
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,802,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Value of interest in pooled separate accounts at end of year	2022-12-31	$11,160,345
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$11,509,203
Interest on participant loans	2022-12-31	$7,140
Value of interest in common/collective trusts at end of year	2022-12-31	$24,773
Value of interest in common/collective trusts at beginning of year	2022-12-31	$175,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,105,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,005,870
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,045,182
Contract administrator fees	2022-12-31	$93,730
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	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KIMBERLIN COMPANY PLLC
Accountancy firm EIN	2022-12-31	455497718
2021 : AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$4,045,634
Total of all expenses incurred	2021-12-31	$2,003,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,906,328
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$2,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,468,072
Value of total assets at end of year	2021-12-31	$11,802,039
Value of total assets at beginning of year	2021-12-31	$9,760,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$95,235
Total interest from all sources	2021-12-31	$5,154
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,477,991
Participant contributions at end of year	2021-12-31	$116,978
Participant contributions at beginning of year	2021-12-31	$79,756
Participant contributions at end of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$108,267
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$20
Total non interest bearing cash at beginning of year	2021-12-31	$1,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,042,017
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,802,039
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,760,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$11,509,203
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$9,451,387
Interest on participant loans	2021-12-31	$5,154
Value of interest in common/collective trusts at end of year	2021-12-31	$175,838
Value of interest in common/collective trusts at beginning of year	2021-12-31	$227,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,572,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$881,814
Employer contributions (assets) at end of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,906,328
Contract administrator fees	2021-12-31	$95,235
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	KIMBERLIN COMPANY PLLC
Accountancy firm EIN	2021-12-31	455497718
2020 : AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$2,962,770
Total of all expenses incurred	2020-12-31	$616,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$564,829
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,356,349
Value of total assets at end of year	2020-12-31	$9,760,022
Value of total assets at beginning of year	2020-12-31	$7,414,240
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$52,159
Total interest from all sources	2020-12-31	$1,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$769,879
Participant contributions at end of year	2020-12-31	$79,756
Participant contributions at beginning of year	2020-12-31	$71,798
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$161,404
Total non interest bearing cash at end of year	2020-12-31	$1,476
Total non interest bearing cash at beginning of year	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$2,345,782
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,760,022
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,414,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$9,451,387
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$7,149,614
Interest on participant loans	2020-12-31	$1,866
Value of interest in common/collective trusts at end of year	2020-12-31	$227,403
Value of interest in common/collective trusts at beginning of year	2020-12-31	$192,828
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,355
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,603,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$425,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$564,829
Contract administrator fees	2020-12-31	$52,159
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LOHMAN COMPANY PLLC
Accountancy firm EIN	2020-12-31	860985325
Total income from all sources (including contributions)	2020-06-30	$2,013,770
Total of all expenses incurred	2020-06-30	$358,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$282,392
Expenses. Certain deemed distributions of participant loans	2020-06-30	$2,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,793,445
Value of total assets at end of year	2020-06-30	$7,414,240
Value of total assets at beginning of year	2020-06-30	$5,758,652
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$72,899
Total interest from all sources	2020-06-30	$2,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
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	$969,633
Participant contributions at end of year	2020-06-30	$71,798
Participant contributions at beginning of year	2020-06-30	$42,800
Participant contributions at end of year	2020-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$235,014
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$0
Total non interest bearing cash at end of year	2020-06-30	$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	2020-06-30	No
Value of net income/loss	2020-06-30	$1,655,588
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$7,414,240
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$5,758,652
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
Value of interest in pooled separate accounts at end of year	2020-06-30	$7,149,614
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$5,528,554
Interest on participant loans	2020-06-30	$2,578
Value of interest in common/collective trusts at end of year	2020-06-30	$192,828
Value of interest in common/collective trusts at beginning of year	2020-06-30	$173,795
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$0
Net investment gain/loss from pooled separate accounts	2020-06-30	$217,747
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	$588,798
Employer contributions (assets) at end of year	2020-06-30	$0
Employer contributions (assets) at beginning of year	2020-06-30	$13,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$282,392
Contract administrator fees	2020-06-30	$72,899
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	2020-06-30	No
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	LOHMAN COMPANY, PLLC
Accountancy firm EIN	2020-06-30	860985325
2019 : AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,709,389
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$645,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$580,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,407,128
Value of total assets at end of year	2019-06-30	$5,758,652
Value of total assets at beginning of year	2019-06-30	$4,695,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$65,699
Total interest from all sources	2019-06-30	$1,824
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
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	$779,106
Participant contributions at end of year	2019-06-30	$42,800
Participant contributions at beginning of year	2019-06-30	$46,425
Assets. Other investments not covered elsewhere at end of year	2019-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$109,717
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	$1,063,430
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$5,758,652
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$4,695,222
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	$21,124
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$0
Value of interest in pooled separate accounts at end of year	2019-06-30	$5,528,554
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$4,626,201
Interest on participant loans	2019-06-30	$1,824
Value of interest in common/collective trusts at end of year	2019-06-30	$173,795
Value of interest in common/collective trusts at beginning of year	2019-06-30	$22,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$0
Net investment gain/loss from pooled separate accounts	2019-06-30	$300,437
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	No
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	$518,305
Employer contributions (assets) at end of year	2019-06-30	$13,503
Employer contributions (assets) at beginning of year	2019-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$580,260
Contract administrator fees	2019-06-30	$44,575
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	LOHMAN COMPANY, PLLC
Accountancy firm EIN	2019-06-30	860985325
2018 : AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total transfer of assets to this plan	2018-06-30	$40,830
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	$0
Total income from all sources (including contributions)	2018-06-30	$1,562,998
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$397,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$337,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,178,873
Value of total assets at end of year	2018-06-30	$4,695,222
Value of total assets at beginning of year	2018-06-30	$3,488,690
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$60,262
Total interest from all sources	2018-06-30	$1,657
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
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	$60,262
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$470,000
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	$729,793
Participant contributions at end of year	2018-06-30	$46,425
Participant contributions at beginning of year	2018-06-30	$26,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,165,702
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$4,695,222
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$3,488,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$0
Value of interest in pooled separate accounts at end of year	2018-06-30	$4,626,201
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$3,445,536
Interest on participant loans	2018-06-30	$1,657
Value of interest in common/collective trusts at end of year	2018-06-30	$22,596
Value of interest in common/collective trusts at beginning of year	2018-06-30	$7,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$8,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$8,843
Net investment gain or loss from common/collective trusts	2018-06-30	$382,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
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	$449,080
Employer contributions (assets) at end of year	2018-06-30	$0
Employer contributions (assets) at beginning of year	2018-06-30	$227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$337,034
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	LOHMAN COMPANY, PLLC
Accountancy firm EIN	2018-06-30	860985325
2017 : AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total transfer of assets to this plan	2017-06-30	$922,081
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,267,188
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$199,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$187,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$916,335
Value of total assets at end of year	2017-06-30	$3,488,690
Value of total assets at beginning of year	2017-06-30	$1,498,892
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$11,751
Total interest from all sources	2017-06-30	$977
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$325,000
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	$552,398
Participant contributions at end of year	2017-06-30	$26,921
Participant contributions at beginning of year	2017-06-30	$17,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,067,717
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$3,488,690
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$1,498,892
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	$11,751
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$0
Value of interest in pooled separate accounts at end of year	2017-06-30	$3,445,536
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$1,472,549
Interest on participant loans	2017-06-30	$977
Value of interest in common/collective trusts at end of year	2017-06-30	$7,163
Value of interest in common/collective trusts at beginning of year	2017-06-30	$5,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$8,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$3,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$3,128
Net investment gain or loss from common/collective trusts	2017-06-30	$349,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	Yes
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	$363,937
Employer contributions (assets) at end of year	2017-06-30	$227
Employer contributions (assets) at beginning of year	2017-06-30	$227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$187,720
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	JOHNSON GOFF & COMPANY PLLC
Accountancy firm EIN	2017-06-30	860540978

Form 5500 Responses for AMERICAN VIRTUAL ACADEMY 401(K) PLAN

2022: AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	Yes
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: AMERICAN VIRTUAL ACADEMY 401(K) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: AMERICAN VIRTUAL ACADEMY 401(K) 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 - Trust	Yes
2017: AMERICAN VIRTUAL ACADEMY 401(K) 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 - Trust	Yes
2016: AMERICAN VIRTUAL ACADEMY 401(K) 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 - 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

111198

Policy instance

Insurance contract or identification number	111198
Number of Individuals Covered	753
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of fees paid to insurance company	USD $13,098
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	13098
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

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

Policy contract number

111198

Policy instance

Insurance contract or identification number	111198
Number of Individuals Covered	512
Insurance policy start date	2021-07-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $13,861
Commission paid to Insurance Broker	USD $9,659
Insurance broker organization code?	5

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

Policy contract number

111198

Policy instance

Insurance contract or identification number	111198
Number of Individuals Covered	512
Insurance policy start date	2020-07-01
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 $9,659
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	9659
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

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

Policy contract number

111198

Policy instance

Insurance contract or identification number	111198
Number of Individuals Covered	519
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,171
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	5919
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

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

Policy contract number

111198

Policy instance

Insurance contract or identification number	111198
Number of Individuals Covered	404
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 $12,295
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
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 immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	7045
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

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

Policy contract number

111198

Policy instance

Insurance contract or identification number	111198
Number of Individuals Covered	380
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $11,496
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
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 immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	STRONGMIND, INC.
Employer identification number (EIN):	474746942
NAIC Classification:	561490