401k Plan data: NEW AMERICA FOUNDATION 403(B) DC PLAN plan

NEW AMERICA FOUNDATION 403(B) DC PLAN 401k Plan overview

Plan Name	NEW AMERICA FOUNDATION 403(B) DC PLAN
Plan identification number	001

NEW AMERICA FOUNDATION 403(B) DC 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).
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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

NEW AMERICA has sponsored the creation of one or more 401k plans.

Company Name: NEW AMERICA

Employer identification number (EIN): 522096845

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

Additional information about NEW AMERICA

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C2745590

More information about NEW AMERICA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW AMERICA FOUNDATION 403(B) DC 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
001 2018-01-01 BARRY HOWARD
001 2017-01-01 SUSAN DAILEY
001 2016-01-01 LISA WATSON
001 2015-01-01 LISA WATSON
001 2014-01-01 LISA HOLLINGSWORTH LISA HOLLINGSWORTH 2015-10-15
001 2013-01-01 CAROLINE KNOX CAROLINE KNOX 2014-09-26
001 2012-01-01 CAROLINE M. KNOX CAROLINE M. KNOX 2013-10-15
001 2011-01-01 SIMONE G. FRANK 2012-09-27 SIMONE G. FRANK 2012-09-27
001 2010-01-01 SIMONE G. FRANK 2011-08-29 SIMONE G. FRANK 2011-08-29

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
001	2018-01-01	BARRY HOWARD
001	2017-01-01	SUSAN DAILEY
001	2016-01-01	LISA WATSON
001	2015-01-01	LISA WATSON
001	2014-01-01	LISA HOLLINGSWORTH		LISA HOLLINGSWORTH	2015-10-15
001	2013-01-01	CAROLINE KNOX		CAROLINE KNOX	2014-09-26
001	2012-01-01	CAROLINE M. KNOX		CAROLINE M. KNOX	2013-10-15
001	2011-01-01	SIMONE G. FRANK	2012-09-27	SIMONE G. FRANK	2012-09-27
001	2010-01-01	SIMONE G. FRANK	2011-08-29	SIMONE G. FRANK	2011-08-29

Plan Statistics for NEW AMERICA FOUNDATION 403(B) DC PLAN

401k plan membership statisitcs for NEW AMERICA FOUNDATION 403(B) DC PLAN

Measure Date Value
2022: NEW AMERICA FOUNDATION 403(B) DC PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 415
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 159
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 269
Total of all active and inactive participants 2022-01-01 428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 430
Number of participants with account balances 2022-01-01 428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: NEW AMERICA FOUNDATION 403(B) DC PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 419
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 154
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 259
Total of all active and inactive participants 2021-01-01 413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 415
Number of participants with account balances 2021-01-01 411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: NEW AMERICA FOUNDATION 403(B) DC PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 483
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 212
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 206
Total of all active and inactive participants 2020-01-01 418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 419
Number of participants with account balances 2020-01-01 416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: NEW AMERICA FOUNDATION 403(B) DC PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 455
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 240
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 243
Total of all active and inactive participants 2019-01-01 483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 483
Number of participants with account balances 2019-01-01 465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NEW AMERICA FOUNDATION 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 446
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 148
Number of retired or separated participants receiving benefits 2018-01-01 42
Number of other retired or separated participants entitled to future benefits 2018-01-01 265
Total of all active and inactive participants 2018-01-01 455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 455
Number of participants with account balances 2018-01-01 433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NEW AMERICA FOUNDATION 403(B) DC PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 402
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 157
Number of other retired or separated participants entitled to future benefits 2017-01-01 257
Total of all active and inactive participants 2017-01-01 414
Total participants 2017-01-01 414
Number of participants with account balances 2017-01-01 399
2016: NEW AMERICA FOUNDATION 403(B) DC PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 326
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 164
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 211
Total of all active and inactive participants 2016-01-01 375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 375
Number of participants with account balances 2016-01-01 367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NEW AMERICA FOUNDATION 403(B) DC PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 322
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 143
Number of retired or separated participants receiving benefits 2015-01-01 15
Number of other retired or separated participants entitled to future benefits 2015-01-01 199
Total of all active and inactive participants 2015-01-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 357
Number of participants with account balances 2015-01-01 320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NEW AMERICA FOUNDATION 403(B) DC PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 276
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 125
Number of retired or separated participants receiving benefits 2014-01-01 14
Number of other retired or separated participants entitled to future benefits 2014-01-01 181
Total of all active and inactive participants 2014-01-01 320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 320
Number of participants with account balances 2014-01-01 295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NEW AMERICA FOUNDATION 403(B) DC PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 74
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 147
Total of all active and inactive participants 2013-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 227
Number of participants with account balances 2013-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NEW AMERICA FOUNDATION 403(B) DC PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 75
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 116
Total of all active and inactive participants 2012-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 191
Number of participants with account balances 2012-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: NEW AMERICA FOUNDATION 403(B) DC PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	415
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	159
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	269
Total of all active and inactive participants	2022-01-01	428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	430
Number of participants with account balances	2022-01-01	428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: NEW AMERICA FOUNDATION 403(B) DC PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	419
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	154
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	259
Total of all active and inactive participants	2021-01-01	413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	415
Number of participants with account balances	2021-01-01	411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: NEW AMERICA FOUNDATION 403(B) DC PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	483
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	212
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	206
Total of all active and inactive participants	2020-01-01	418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	419
Number of participants with account balances	2020-01-01	416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: NEW AMERICA FOUNDATION 403(B) DC PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	455
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	240
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	243
Total of all active and inactive participants	2019-01-01	483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	483
Number of participants with account balances	2019-01-01	465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NEW AMERICA FOUNDATION 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	446
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	148
Number of retired or separated participants receiving benefits	2018-01-01	42
Number of other retired or separated participants entitled to future benefits	2018-01-01	265
Total of all active and inactive participants	2018-01-01	455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	455
Number of participants with account balances	2018-01-01	433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NEW AMERICA FOUNDATION 403(B) DC PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	402
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	157
Number of other retired or separated participants entitled to future benefits	2017-01-01	257
Total of all active and inactive participants	2017-01-01	414
Total participants	2017-01-01	414
Number of participants with account balances	2017-01-01	399
2016: NEW AMERICA FOUNDATION 403(B) DC PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	326
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	164
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	211
Total of all active and inactive participants	2016-01-01	375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	375
Number of participants with account balances	2016-01-01	367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NEW AMERICA FOUNDATION 403(B) DC PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	322
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	143
Number of retired or separated participants receiving benefits	2015-01-01	15
Number of other retired or separated participants entitled to future benefits	2015-01-01	199
Total of all active and inactive participants	2015-01-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	357
Number of participants with account balances	2015-01-01	320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NEW AMERICA FOUNDATION 403(B) DC PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	276
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	125
Number of retired or separated participants receiving benefits	2014-01-01	14
Number of other retired or separated participants entitled to future benefits	2014-01-01	181
Total of all active and inactive participants	2014-01-01	320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	320
Number of participants with account balances	2014-01-01	295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NEW AMERICA FOUNDATION 403(B) DC PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	74
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	147
Total of all active and inactive participants	2013-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	227
Number of participants with account balances	2013-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NEW AMERICA FOUNDATION 403(B) DC PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	75
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	116
Total of all active and inactive participants	2012-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	191
Number of participants with account balances	2012-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on NEW AMERICA FOUNDATION 403(B) DC PLAN

Measure	Date	Value
2022 : NEW AMERICA FOUNDATION 403(B) DC PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,453,856
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$966,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$921,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,857,669
Value of total assets at end of year	2022-12-31	$33,075,018
Value of total assets at beginning of year	2022-12-31	$37,494,886
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$44,022
Total interest from all sources	2022-12-31	$98,262
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,123,759
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	$1,123,759
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$1,326,751
Participant contributions at end of year	2022-12-31	$89,797
Participant contributions at beginning of year	2022-12-31	$68,306
Participant contributions at end of year	2022-12-31	$38,097
Participant contributions at beginning of year	2022-12-31	$40,854
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$161,619
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$12,495
Other income not declared elsewhere	2022-12-31	$46,876
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	$-4,419,868
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$33,075,018
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$37,494,886
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	$29,531,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$34,376,257
Value of interest in pooled separate accounts at end of year	2022-12-31	$740,621
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$714,931
Interest on participant loans	2022-12-31	$3,638
Interest earned on other investments	2022-12-31	$94,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,638,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,246,465
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$6,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,639,018
Net investment gain/loss from pooled separate accounts	2022-12-31	$58,596
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	$1,369,299
Employer contributions (assets) at end of year	2022-12-31	$36,751
Employer contributions (assets) at beginning of year	2022-12-31	$48,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$902,876
Contract administrator fees	2022-12-31	$44,022
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	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : NEW AMERICA FOUNDATION 403(B) DC PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$7,923,350
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,662,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,625,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,884,406
Value of total assets at end of year	2021-12-31	$37,494,886
Value of total assets at beginning of year	2021-12-31	$31,233,985
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$37,294
Total interest from all sources	2021-12-31	$72,146
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,151,896
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	$1,151,896
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$1,246,243
Participant contributions at end of year	2021-12-31	$68,306
Participant contributions at beginning of year	2021-12-31	$0
Participant contributions at end of year	2021-12-31	$40,854
Participant contributions at beginning of year	2021-12-31	$32,475
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$292,949
Other income not declared elsewhere	2021-12-31	$45,736
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	$6,260,901
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$37,494,886
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$31,233,985
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 registered invesment companies (eg mutual funds) at end of year	2021-12-31	$34,376,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$28,362,908
Value of interest in pooled separate accounts at end of year	2021-12-31	$714,931
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$603,551
Interest on participant loans	2021-12-31	$2,521
Interest earned on other investments	2021-12-31	$69,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,246,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,185,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,661,077
Net investment gain/loss from pooled separate accounts	2021-12-31	$108,089
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	$1,345,214
Employer contributions (assets) at end of year	2021-12-31	$48,073
Employer contributions (assets) at beginning of year	2021-12-31	$49,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,625,155
Contract administrator fees	2021-12-31	$37,294
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	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : NEW AMERICA FOUNDATION 403(B) DC PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$6,942,551
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,436,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,410,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,378,410
Value of total assets at end of year	2020-12-31	$31,233,985
Value of total assets at beginning of year	2020-12-31	$25,727,486
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$25,883
Total interest from all sources	2020-12-31	$64,802
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$532,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$532,714
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$1,082,812
Participant contributions at end of year	2020-12-31	$32,475
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$25,690
Other income not declared elsewhere	2020-12-31	$43,664
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	$5,506,499
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$31,233,985
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$25,727,486
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 registered invesment companies (eg mutual funds) at end of year	2020-12-31	$28,362,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$23,377,238
Value of interest in pooled separate accounts at end of year	2020-12-31	$603,551
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$858,466
Interest earned on other investments	2020-12-31	$64,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,185,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,491,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,930,354
Net investment gain/loss from pooled separate accounts	2020-12-31	$-7,393
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	Yes
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	$1,269,908
Employer contributions (assets) at end of year	2020-12-31	$49,342
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,410,169
Contract administrator fees	2020-12-31	$25,883
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	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : NEW AMERICA FOUNDATION 403(B) DC PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$7,103,719
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,596,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,585,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,620,596
Value of total assets at end of year	2019-12-31	$25,727,486
Value of total assets at beginning of year	2019-12-31	$20,220,606
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,771
Total interest from all sources	2019-12-31	$51,786
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$483,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$483,139
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$1,286,348
Amount contributed by the employer to the plan for this plan year	2019-12-31	$1,286,348
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$947,505
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$386,743
Other income not declared elsewhere	2019-12-31	$12,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,506,880
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$25,727,486
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$20,220,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$23,377,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$17,808,838
Value of interest in pooled separate accounts at end of year	2019-12-31	$858,466
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$936,836
Interest earned on other investments	2019-12-31	$51,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,491,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,446,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,888,746
Net investment gain/loss from pooled separate accounts	2019-12-31	$47,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,286,348
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$28,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,585,068
Contract administrator fees	2019-12-31	$11,771
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : NEW AMERICA FOUNDATION 403(B) DC PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,378,207
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$829,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$829,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,573,198
Value of total assets at end of year	2018-12-31	$20,220,606
Value of total assets at beginning of year	2018-12-31	$19,671,811
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$48,457
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$468,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$468,930
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,022,997
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$32,274
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$147,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$548,795
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$20,220,606
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$19,671,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$17,808,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$17,114,525
Value of interest in pooled separate accounts at end of year	2018-12-31	$936,836
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,121,362
Interest earned on other investments	2018-12-31	$48,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,446,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,293,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,763,316
Net investment gain/loss from pooled separate accounts	2018-12-31	$50,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,402,495
Employer contributions (assets) at end of year	2018-12-31	$28,270
Employer contributions (assets) at beginning of year	2018-12-31	$110,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$829,412
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : NEW AMERICA FOUNDATION 403(B) DC PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,944,822
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,025,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,025,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,139,500
Value of total assets at end of year	2017-12-31	$19,671,811
Value of total assets at beginning of year	2017-12-31	$15,752,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$82
Total interest from all sources	2017-12-31	$43,830
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$173,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$173,321
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$886,449
Participant contributions at end of year	2017-12-31	$32,274
Participant contributions at beginning of year	2017-12-31	$37,895
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$86,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,919,100
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$19,671,811
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$15,752,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$17,114,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$13,252,493
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,121,362
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,112,660
Interest earned on other investments	2017-12-31	$43,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,293,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,229,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,540,049
Net investment gain/loss from pooled separate accounts	2017-12-31	$48,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,166,428
Employer contributions (assets) at end of year	2017-12-31	$110,498
Employer contributions (assets) at beginning of year	2017-12-31	$119,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,025,640
Contract administrator fees	2017-12-31	$82
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : NEW AMERICA FOUNDATION 403(B) DC PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,939,730
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,056,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,056,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,036,392
Value of total assets at end of year	2016-12-31	$15,752,711
Value of total assets at beginning of year	2016-12-31	$13,869,540
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$43,396
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$80,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$80,166
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$790,611
Participant contributions at end of year	2016-12-31	$37,895
Participant contributions at beginning of year	2016-12-31	$23,819
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$147,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,883,171
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$15,752,711
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$13,869,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$13,252,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$11,649,266
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,112,660
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,008,252
Interest earned on other investments	2016-12-31	$43,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,229,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,156,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$724,985
Net investment gain/loss from pooled separate accounts	2016-12-31	$54,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,098,655
Employer contributions (assets) at end of year	2016-12-31	$119,801
Employer contributions (assets) at beginning of year	2016-12-31	$31,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,056,559
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	JONES, MARESCA & MCQUADE, PA
Accountancy firm EIN	2016-12-31	521853933
2015 : NEW AMERICA FOUNDATION 403(B) DC PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,741,949
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$399,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$399,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,583,856
Value of total assets at end of year	2015-12-31	$13,869,540
Value of total assets at beginning of year	2015-12-31	$12,526,784
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$38,352
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$679,708
Participant contributions at end of year	2015-12-31	$23,819
Participant contributions at beginning of year	2015-12-31	$9,978
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$128,289
Other income not declared elsewhere	2015-12-31	$69
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,342,756
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$13,869,540
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$12,526,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$11,649,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$10,546,401
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,008,252
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$877,539
Interest earned on other investments	2015-12-31	$38,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,156,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,040,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$45,705
Net investment gain/loss from pooled separate accounts	2015-12-31	$73,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$775,859
Employer contributions (assets) at end of year	2015-12-31	$31,771
Employer contributions (assets) at beginning of year	2015-12-31	$51,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$399,193
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	JONES, MARESCA & MCQUADE, PA
Accountancy firm EIN	2015-12-31	521853933
2014 : NEW AMERICA FOUNDATION 403(B) DC PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$5,408,104
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,143,875
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,231,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,231,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,256,408
Value of total assets at end of year	2014-12-31	$12,526,784
Value of total assets at beginning of year	2014-12-31	$6,205,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$38,729
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$446,227
Participant contributions at end of year	2014-12-31	$9,978
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$145,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$912,731
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$12,526,784
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,205,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$10,546,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,134,291
Value of interest in pooled separate accounts at end of year	2014-12-31	$877,539
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$465,299
Interest earned on other investments	2014-12-31	$38,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,040,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$515,163
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$42,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$756,397
Net investment gain/loss from pooled separate accounts	2014-12-31	$92,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$664,518
Employer contributions (assets) at end of year	2014-12-31	$51,933
Employer contributions (assets) at beginning of year	2014-12-31	$91,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,188,688
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	JONES, MARESCA & MCQUADE, PA
Accountancy firm EIN	2014-12-31	521853933
2013 : NEW AMERICA FOUNDATION 403(B) DC PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,686,089
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$401,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$401,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$742,968
Value of total assets at end of year	2013-12-31	$6,205,949
Value of total assets at beginning of year	2013-12-31	$4,921,778
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$19,383
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$4,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,284,171
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,205,949
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,921,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,134,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,931,795
Value of interest in pooled separate accounts at end of year	2013-12-31	$465,299
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$472,940
Interest earned on other investments	2013-12-31	$19,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$515,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$457,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$878,848
Net investment gain/loss from pooled separate accounts	2013-12-31	$44,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$738,453
Employer contributions (assets) at end of year	2013-12-31	$91,196
Employer contributions (assets) at beginning of year	2013-12-31	$59,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$401,918
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	RIBIS, JONES & MARESCA, P.A.
Accountancy firm EIN	2013-12-31	521853933
2012 : NEW AMERICA FOUNDATION 403(B) DC PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,783,724
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$87,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$87,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$669,824
Value of total assets at end of year	2012-12-31	$4,921,778
Value of total assets at beginning of year	2012-12-31	$2,226,045
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$17,213
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$2,226,045
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$16,745
Other income not declared elsewhere	2012-12-31	$1,629,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,695,733
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,921,778
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,226,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,931,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$0
Value of interest in pooled separate accounts at end of year	2012-12-31	$472,940
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest earned on other investments	2012-12-31	$17,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$457,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$430,738
Net investment gain/loss from pooled separate accounts	2012-12-31	$35,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$653,079
Employer contributions (assets) at end of year	2012-12-31	$59,495
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$87,991
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	RIBIS, JONES & MARESCA, P.A.
Accountancy firm EIN	2012-12-31	521853933

Form 5500 Responses for NEW AMERICA FOUNDATION 403(B) DC PLAN

2022: NEW AMERICA FOUNDATION 403(B) DC PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NEW AMERICA FOUNDATION 403(B) DC PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NEW AMERICA FOUNDATION 403(B) DC PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NEW AMERICA FOUNDATION 403(B) DC 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NEW AMERICA FOUNDATION 403(B) DC 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 – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: NEW AMERICA FOUNDATION 403(B) DC 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 – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: NEW AMERICA FOUNDATION 403(B) DC 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 – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: NEW AMERICA FOUNDATION 403(B) DC 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 – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: NEW AMERICA FOUNDATION 403(B) DC 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 – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: NEW AMERICA FOUNDATION 403(B) DC 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 – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: NEW AMERICA FOUNDATION 403(B) DC 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 – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

500824

Policy instance

Insurance contract or identification number	500824
Number of Individuals Covered	248
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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?	Yes
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

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

Policy contract number

500824

Policy instance

Insurance contract or identification number	500824
Number of Individuals Covered	249
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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?	Yes
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

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

Policy contract number

500824

Policy instance

Insurance contract or identification number	500824
Number of Individuals Covered	258
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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?	Yes
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

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

Policy contract number

500824

Policy instance

Insurance contract or identification number	500824
Number of Individuals Covered	284
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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?	Yes
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

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

Policy contract number

500824

Policy instance

Insurance contract or identification number	500824
Number of Individuals Covered	289
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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?	Yes
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

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

Policy contract number

500824

Policy instance

Insurance contract or identification number	500824
Number of Individuals Covered	298
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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?	Yes
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

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

Policy contract number

500824

Policy instance

Insurance contract or identification number	500824
Number of Individuals Covered	318
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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

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

Policy contract number

358887

Policy instance

Insurance contract or identification number	358887
Number of Individuals Covered	254
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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

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

Policy contract number

358888

Policy instance

Insurance contract or identification number	358888
Number of Individuals Covered	166
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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

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

Policy contract number

358887

Policy instance

Insurance contract or identification number	358887
Number of Individuals Covered	223
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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

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

Policy contract number

103546

Policy instance

Insurance contract or identification number	103546
Number of Individuals Covered	189
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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:	NEW AMERICA
Employer identification number (EIN):	522096845
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C2745590