401k Plan data: AMELIA EDUCATIONAL FOUNDATION, INC. RETIREMENT THRIFT TRUST plan

AMELIA EDUCATIONAL FOUNDATION, INC. RETIREMENT THRIFT TRUST 401k Plan overview

Plan Name	AMELIA EDUCATIONAL FOUNDATION, INC. RETIREMENT THRIFT TRUST
Plan identification number	001

AMELIA EDUCATIONAL FOUNDATION, INC. RETIREMENT THRIFT TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

AMELIA EDUCATIONAL FOUNDATION, INC has sponsored the creation of one or more 401k plans.

Company Name: AMELIA EDUCATIONAL FOUNDATION, INC

Employer identification number (EIN): 540761610

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMELIA EDUCATIONAL FOUNDATION, INC. RETIREMENT THRIFT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-07-01 CAROL CHAMBERS 2016-04-17 KELLY ANDERSON 2016-04-17
001 2013-07-01 CAROL CHAMBERS KELLY ANDERSON 2016-04-28
001 2012-07-01 CAROL CHAMBERS 2013-11-27 KELLY ANDERSON 2013-11-27
001 2011-07-01 CAROL CHAMBERS 2013-02-06 KELLY ANDERSON 2013-02-06
001 2009-07-01 CAROL CHAMBERS 2011-04-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-07-01	CAROL CHAMBERS	2016-04-17	KELLY ANDERSON	2016-04-17
001	2013-07-01	CAROL CHAMBERS		KELLY ANDERSON	2016-04-28
001	2012-07-01	CAROL CHAMBERS	2013-11-27	KELLY ANDERSON	2013-11-27
001	2011-07-01	CAROL CHAMBERS	2013-02-06	KELLY ANDERSON	2013-02-06
001	2009-07-01	CAROL CHAMBERS	2011-04-13

Financial Data on AMELIA EDUCATIONAL FOUNDATION, INC. RETIREMENT THRIFT TRUST

Measure	Date	Value
2015 : AMELIA EDUCATIONAL FOUNDATION, INC. RETIREMENT THRIFT TRUST 2015 401k financial data
Total income from all sources	2015-06-30	$858
Total plan assets at end of year	2015-06-30	$25,000
Total plan assets at beginning of year	2015-06-30	$24,142
Other income received	2015-06-30	$858
Net income (gross income less expenses)	2015-06-30	$858
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$25,000
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$24,142
2014 : AMELIA EDUCATIONAL FOUNDATION, INC. RETIREMENT THRIFT TRUST 2014 401k financial data
Total income from all sources	2014-06-30	$4,968
Total plan assets at end of year	2014-06-30	$29,110
Total plan assets at beginning of year	2014-06-30	$24,142
Other income received	2014-06-30	$4,968
Net income (gross income less expenses)	2014-06-30	$4,968
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$29,110
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$24,142
2013 : AMELIA EDUCATIONAL FOUNDATION, INC. RETIREMENT THRIFT TRUST 2013 401k financial data
Total income from all sources	2013-06-30	$3,575
Total plan assets at end of year	2013-06-30	$24,142
Total plan assets at beginning of year	2013-06-30	$20,567
Other income received	2013-06-30	$3,575
Net income (gross income less expenses)	2013-06-30	$3,575
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$24,142
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$20,567
2012 : AMELIA EDUCATIONAL FOUNDATION, INC. RETIREMENT THRIFT TRUST 2012 401k financial data
Total income from all sources	2012-06-30	$511
Total plan assets at end of year	2012-06-30	$20,567
Total plan assets at beginning of year	2012-06-30	$20,056
Other income received	2012-06-30	$511
Net income (gross income less expenses)	2012-06-30	$511
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$20,567
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$20,056
2011 : AMELIA EDUCATIONAL FOUNDATION, INC. RETIREMENT THRIFT TRUST 2011 401k financial data
Total income from all sources	2011-06-30	$4,226
Total plan assets at end of year	2011-06-30	$20,056
Total plan assets at beginning of year	2011-06-30	$15,830
Other income received	2011-06-30	$4,226
Net income (gross income less expenses)	2011-06-30	$4,226
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$20,056
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$15,830

Form 5500 Responses for AMELIA EDUCATIONAL FOUNDATION, INC. RETIREMENT THRIFT TRUST

2014: AMELIA EDUCATIONAL FOUNDATION, INC. RETIREMENT THRIFT TRUST 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: AMELIA EDUCATIONAL FOUNDATION, INC. RETIREMENT THRIFT TRUST 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: AMELIA EDUCATIONAL FOUNDATION, INC. RETIREMENT THRIFT TRUST 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: AMELIA EDUCATIONAL FOUNDATION, INC. RETIREMENT THRIFT TRUST 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: AMELIA EDUCATIONAL FOUNDATION, INC. RETIREMENT THRIFT TRUST 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AMELIA EDUCATIONAL FOUNDATION, INC
Employer identification number (EIN):	540761610
NAIC Classification:	611000