401k Plan data: AMERICAN VALUES 401(K) PLAN plan

AMERICAN VALUES 401(K) PLAN 401k Plan overview

Plan Name	AMERICAN VALUES 401(K) PLAN
Plan identification number	001

AMERICAN VALUES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

AMERICAN VALUES has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN VALUES

Employer identification number (EIN): 521762320

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

Additional information about AMERICAN VALUES

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2003-07-03

Company Identification Number: F155431

Legal Registered Office Address: 2800 SHIRLINGTON RD #950

ARLINGTON
United States of America (USA)
22206

More information about AMERICAN VALUES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN VALUES 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 2020-01-01
001 2019-01-01 THEADORA BLACK 2020-07-31 THEADORA BLACK 2020-07-31
001 2018-01-01
001 2017-01-01 THEADORA BLACK THEADORA BLACK 2018-07-27
001 2016-01-01 THEADORA BLACK THEADORA BLACK 2017-07-28
001 2015-01-01 THEADORA BLACK THEADORA BLACK 2016-07-26
001 2014-01-01 THEADORA BLACK THEADORA BLACK 2015-07-20
001 2013-01-01 THEADORA BLACK THEADORA BLACK 2014-07-17
001 2012-01-01 DORIE BLACK DORIE BLACK 2013-07-25
001 2011-01-01 THEODORA BLACK THEODORA BLACK 2012-07-27
001 2009-01-01 THEODORA BLACK THEODORA BLACK 2010-07-21

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	2020-01-01
001	2019-01-01	THEADORA BLACK	2020-07-31	THEADORA BLACK	2020-07-31
001	2018-01-01
001	2017-01-01	THEADORA BLACK		THEADORA BLACK	2018-07-27
001	2016-01-01	THEADORA BLACK		THEADORA BLACK	2017-07-28
001	2015-01-01	THEADORA BLACK		THEADORA BLACK	2016-07-26
001	2014-01-01	THEADORA BLACK		THEADORA BLACK	2015-07-20
001	2013-01-01	THEADORA BLACK		THEADORA BLACK	2014-07-17
001	2012-01-01	DORIE BLACK		DORIE BLACK	2013-07-25
001	2011-01-01	THEODORA BLACK		THEODORA BLACK	2012-07-27
001	2009-01-01	THEODORA BLACK		THEODORA BLACK	2010-07-21

Plan Statistics for AMERICAN VALUES 401(K) PLAN

401k plan membership statisitcs for AMERICAN VALUES 401(K) PLAN

Measure Date Value
2019: AMERICAN VALUES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AMERICAN VALUES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: AMERICAN VALUES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AMERICAN VALUES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: AMERICAN VALUES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: AMERICAN VALUES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: AMERICAN VALUES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: AMERICAN VALUES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: AMERICAN VALUES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: AMERICAN VALUES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: AMERICAN VALUES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AMERICAN VALUES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: AMERICAN VALUES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AMERICAN VALUES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: AMERICAN VALUES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: AMERICAN VALUES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: AMERICAN VALUES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: AMERICAN VALUES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: AMERICAN VALUES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: AMERICAN VALUES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on AMERICAN VALUES 401(K) PLAN

Measure	Date	Value
2019 : AMERICAN VALUES 401(K) PLAN 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$297,618
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,190,029
Total plan assets at beginning of year	2019-12-31	$892,411
Value of fidelity bond covering the plan	2019-12-31	$385,000
Total contributions received or receivable from participants	2019-12-31	$24,956
Other income received	2019-12-31	$249,372
Net income (gross income less expenses)	2019-12-31	$297,618
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,190,029
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$892,411
Total contributions received or receivable from employer(s)	2019-12-31	$23,290
2018 : AMERICAN VALUES 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-30,214
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$892,411
Total plan assets at beginning of year	2018-12-31	$922,625
Value of fidelity bond covering the plan	2018-12-31	$93,000
Total contributions received or receivable from participants	2018-12-31	$23,652
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-75,910
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-30,214
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$892,411
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$922,625
Total contributions received or receivable from employer(s)	2018-12-31	$22,044
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : AMERICAN VALUES 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$165,038
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$922,625
Total plan assets at beginning of year	2017-12-31	$757,587
Value of fidelity bond covering the plan	2017-12-31	$93,000
Total contributions received or receivable from participants	2017-12-31	$22,603
Other income received	2017-12-31	$121,301
Net income (gross income less expenses)	2017-12-31	$165,038
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$922,625
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$757,587
Total contributions received or receivable from employer(s)	2017-12-31	$21,134
2016 : AMERICAN VALUES 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$98,264
Expenses. Total of all expenses incurred	2016-12-31	$123,899
Benefits paid (including direct rollovers)	2016-12-31	$123,899
Total plan assets at end of year	2016-12-31	$757,587
Total plan assets at beginning of year	2016-12-31	$783,222
Value of fidelity bond covering the plan	2016-12-31	$80,000
Total contributions received or receivable from participants	2016-12-31	$19,217
Other income received	2016-12-31	$61,136
Net income (gross income less expenses)	2016-12-31	$-25,635
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$757,587
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$783,222
Total contributions received or receivable from employer(s)	2016-12-31	$17,911
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : AMERICAN VALUES 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$44,063
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$783,222
Total plan assets at beginning of year	2015-12-31	$739,159
Value of fidelity bond covering the plan	2015-12-31	$80,000
Total contributions received or receivable from participants	2015-12-31	$16,492
Contributions received from other sources (not participants or employers)	2015-12-31	$3,390
Other income received	2015-12-31	$7,689
Net income (gross income less expenses)	2015-12-31	$44,063
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$783,222
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$739,159
Total contributions received or receivable from employer(s)	2015-12-31	$16,492
2014 : AMERICAN VALUES 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$110,178
Expenses. Total of all expenses incurred	2014-12-31	$3,365
Benefits paid (including direct rollovers)	2014-12-31	$3,365
Total plan assets at end of year	2014-12-31	$739,159
Total plan assets at beginning of year	2014-12-31	$632,346
Value of fidelity bond covering the plan	2014-12-31	$10,000
Total contributions received or receivable from participants	2014-12-31	$20,272
Contributions received from other sources (not participants or employers)	2014-12-31	$21,054
Other income received	2014-12-31	$48,580
Net income (gross income less expenses)	2014-12-31	$106,813
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$739,159
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$632,346
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$891
Total contributions received or receivable from employer(s)	2014-12-31	$20,272
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : AMERICAN VALUES 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$175,168
Expenses. Total of all expenses incurred	2013-12-31	$23,079
Benefits paid (including direct rollovers)	2013-12-31	$23,079
Total plan assets at end of year	2013-12-31	$632,346
Total plan assets at beginning of year	2013-12-31	$480,257
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$29,410
Contributions received from other sources (not participants or employers)	2013-12-31	$4,663
Other income received	2013-12-31	$119,565
Net income (gross income less expenses)	2013-12-31	$152,089
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$632,346
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$480,257
Total contributions received or receivable from employer(s)	2013-12-31	$21,530
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : AMERICAN VALUES 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$101,039
Expenses. Total of all expenses incurred	2012-12-31	$3,231
Benefits paid (including direct rollovers)	2012-12-31	$3,231
Total plan assets at end of year	2012-12-31	$480,257
Total plan assets at beginning of year	2012-12-31	$382,449
Value of fidelity bond covering the plan	2012-12-31	$10,000
Total contributions received or receivable from participants	2012-12-31	$28,825
Contributions received from other sources (not participants or employers)	2012-12-31	$5,516
Other income received	2012-12-31	$46,113
Net income (gross income less expenses)	2012-12-31	$97,808
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$480,257
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$382,449
Assets. Value of participant loans	2012-12-31	$4,566
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$4,265
Total contributions received or receivable from employer(s)	2012-12-31	$20,585
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : AMERICAN VALUES 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$35,883
Expenses. Total of all expenses incurred	2011-12-31	$1,092
Benefits paid (including direct rollovers)	2011-12-31	$1,092
Total plan assets at end of year	2011-12-31	$382,449
Total plan assets at beginning of year	2011-12-31	$347,658
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$27,733
Contributions received from other sources (not participants or employers)	2011-12-31	$5,190
Other income received	2011-12-31	$-16,232
Net income (gross income less expenses)	2011-12-31	$34,791
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$382,449
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$347,658
Assets. Value of participant loans	2011-12-31	$9,832
Total contributions received or receivable from employer(s)	2011-12-31	$19,192
2010 : AMERICAN VALUES 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$82,573
Expenses. Total of all expenses incurred	2010-12-31	$512
Total plan assets at end of year	2010-12-31	$347,658
Total plan assets at beginning of year	2010-12-31	$265,597
Value of fidelity bond covering the plan	2010-12-31	$10,000
Total contributions received or receivable from participants	2010-12-31	$26,734
Contributions received from other sources (not participants or employers)	2010-12-31	$35,426
Other income received	2010-12-31	$2,580
Net income (gross income less expenses)	2010-12-31	$82,061
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$347,658
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$265,597
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$2,178
Total contributions received or receivable from employer(s)	2010-12-31	$17,833
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$512

Form 5500 Responses for AMERICAN VALUES 401(K) PLAN

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

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Company Name:	AMERICAN VALUES
Employer identification number (EIN):	521762320
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2003-07-03
Company Identification Number:	F155431
Legal Registered Office Address:	2800 SHIRLINGTON RD #950 ARLINGTON United States of America (USA) 22206