401k Plan data: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN plan

THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 401k Plan overview

Plan Name	THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN
Plan identification number	002

THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THOMAS JEFFERSON CLASSICAL ACADEMY has sponsored the creation of one or more 401k plans.

Company Name: THOMAS JEFFERSON CLASSICAL ACADEMY

Employer identification number (EIN): 562123336

NAIC Classification: 611000

Additional information about THOMAS JEFFERSON CLASSICAL ACADEMY

Jurisdiction of Incorporation: North Carolina Secretary of State

Incorporation Date:

Company Identification Number: 0468978

More information about THOMAS JEFFERSON CLASSICAL ACADEMY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01 LISA BELL 2023-04-16 LISA BELL 2023-04-16
002 2020-07-01 LISA BELL 2022-04-14 LISA BELL 2022-04-14
002 2019-07-01 SUSAN WHITE 2021-04-13 SUSAN WHITE 2021-04-13
002 2018-07-01 SUSAN WHITE 2020-07-12 SUSAN WHITE 2020-07-12
002 2017-07-01 SUSAN WHITE
002 2016-07-01 SUSAN WHITE SUSAN WHITE 2018-04-13
002 2015-07-01 EDITH SHUMATE EDITH SHUMATE 2017-04-18
002 2014-07-01 EDITH SHUMATE EDITH SHUMATE 2016-03-08
002 2013-07-01 EDITH SHUMATE EDITH SHUMATE 2015-03-10
002 2012-07-01 EDITH SHUMATE EDITH SHUMATE 2017-04-06
002 2011-12-01 JOE MAIMONE EDITH SHUMATE 2016-11-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-07-01	LISA BELL	2023-04-16	LISA BELL	2023-04-16
002	2020-07-01	LISA BELL	2022-04-14	LISA BELL	2022-04-14
002	2019-07-01	SUSAN WHITE	2021-04-13	SUSAN WHITE	2021-04-13
002	2018-07-01	SUSAN WHITE	2020-07-12	SUSAN WHITE	2020-07-12
002	2017-07-01	SUSAN WHITE
002	2016-07-01	SUSAN WHITE		SUSAN WHITE	2018-04-13
002	2015-07-01	EDITH SHUMATE		EDITH SHUMATE	2017-04-18
002	2014-07-01	EDITH SHUMATE		EDITH SHUMATE	2016-03-08
002	2013-07-01	EDITH SHUMATE		EDITH SHUMATE	2015-03-10
002	2012-07-01	EDITH SHUMATE		EDITH SHUMATE	2017-04-06
002	2011-12-01	JOE MAIMONE		EDITH SHUMATE	2016-11-17

Plan Statistics for THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN

401k plan membership statisitcs for THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN

Measure Date Value
2021: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 201
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 155
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 59
Total of all active and inactive participants 2021-07-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 214
Number of participants with account balances 2021-07-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 184
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 146
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 50
Total of all active and inactive participants 2020-07-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 196
Number of participants with account balances 2020-07-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 176
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 141
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 43
Total of all active and inactive participants 2019-07-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 184
Number of participants with account balances 2019-07-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 169
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 186
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 31
Total of all active and inactive participants 2018-07-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 217
Number of participants with account balances 2018-07-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 163
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 142
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 20
Total of all active and inactive participants 2017-07-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 163
Number of participants with account balances 2017-07-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 150
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 141
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 21
Total of all active and inactive participants 2016-07-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 163
Number of participants with account balances 2016-07-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 135
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 130
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 19
Total of all active and inactive participants 2015-07-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 150
Number of participants with account balances 2015-07-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 141
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 135
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 14
Total of all active and inactive participants 2014-07-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 1
Total participants 2014-07-01 150
Number of participants with account balances 2014-07-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 133
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 131
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 9
Total of all active and inactive participants 2013-07-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 141
Number of participants with account balances 2013-07-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 4
2012: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 123
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 127
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 5
Total of all active and inactive participants 2012-07-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 1
Total participants 2012-07-01 133
Number of participants with account balances 2012-07-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-12-01 123
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 117
Number of retired or separated participants receiving benefits 2011-12-01 0
Number of other retired or separated participants entitled to future benefits 2011-12-01 0
Total of all active and inactive participants 2011-12-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-01 0
Total participants 2011-12-01 117
Number of participants with account balances 2011-12-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-12-01 0

Measure	Date	Value
2021: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	201
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	155
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	59
Total of all active and inactive participants	2021-07-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	214
Number of participants with account balances	2021-07-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	184
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	146
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	50
Total of all active and inactive participants	2020-07-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	196
Number of participants with account balances	2020-07-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	176
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	141
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	43
Total of all active and inactive participants	2019-07-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	184
Number of participants with account balances	2019-07-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	169
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	186
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	31
Total of all active and inactive participants	2018-07-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	217
Number of participants with account balances	2018-07-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	163
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	142
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	20
Total of all active and inactive participants	2017-07-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	163
Number of participants with account balances	2017-07-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	150
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	141
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	21
Total of all active and inactive participants	2016-07-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	163
Number of participants with account balances	2016-07-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	135
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	130
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	19
Total of all active and inactive participants	2015-07-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	150
Number of participants with account balances	2015-07-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	141
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	135
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	14
Total of all active and inactive participants	2014-07-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	1
Total participants	2014-07-01	150
Number of participants with account balances	2014-07-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	133
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	131
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	9
Total of all active and inactive participants	2013-07-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	141
Number of participants with account balances	2013-07-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	4
2012: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	123
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	127
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	5
Total of all active and inactive participants	2012-07-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	1
Total participants	2012-07-01	133
Number of participants with account balances	2012-07-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-12-01	123
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	117
Number of retired or separated participants receiving benefits	2011-12-01	0
Number of other retired or separated participants entitled to future benefits	2011-12-01	0
Total of all active and inactive participants	2011-12-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-01	0
Total participants	2011-12-01	117
Number of participants with account balances	2011-12-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-12-01	0

Financial Data on THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN

Measure	Date	Value
2022 : THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-523,224
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$451,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$451,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$749,616
Value of total assets at end of year	2022-06-30	$7,667,232
Value of total assets at beginning of year	2022-06-30	$8,641,573
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$0
Total interest from all sources	2022-06-30	$5,100
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	No
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$394,200
Participant contributions at end of year	2022-06-30	$84,742
Participant contributions at beginning of year	2022-06-30	$104,591
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$17,948
Total non interest bearing cash at beginning of year	2022-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-974,341
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$7,667,232
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$8,641,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$7,582,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$8,536,982
Interest on participant loans	2022-06-30	$5,100
Net investment gain/loss from pooled separate accounts	2022-06-30	$-1,277,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$337,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$451,117
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$0
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	DARRELL L. KELLER, CPA, PA
Accountancy firm EIN	2022-06-30	510471443
2021 : THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$932
Total income from all sources (including contributions)	2021-06-30	$2,859,729
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$487,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$487,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,013,805
Value of total assets at end of year	2021-06-30	$8,641,573
Value of total assets at beginning of year	2021-06-30	$6,270,407
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$0
Total interest from all sources	2021-06-30	$5,790
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	No
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$388,061
Participant contributions at end of year	2021-06-30	$104,591
Participant contributions at beginning of year	2021-06-30	$100,593
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$293,086
Total non interest bearing cash at end of year	2021-06-30	$0
Total non interest bearing cash at beginning of year	2021-06-30	$749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,372,098
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$8,641,573
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$6,269,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$8,536,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$6,169,065
Interest on participant loans	2021-06-30	$5,790
Net investment gain/loss from pooled separate accounts	2021-06-30	$1,840,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$332,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$487,631
Liabilities. Value of benefit claims payable at end of year	2021-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-06-30	$932
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	DARRELL L. KELLER, CPA, PA
Accountancy firm EIN	2021-06-30	510471443
2020 : THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$932
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$931
Total income from all sources (including contributions)	2020-06-30	$1,113,478
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$552,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$552,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$868,951
Value of total assets at end of year	2020-06-30	$6,270,407
Value of total assets at beginning of year	2020-06-30	$5,709,597
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$0
Total interest from all sources	2020-06-30	$3,512
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	No
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$398,170
Participant contributions at end of year	2020-06-30	$100,593
Participant contributions at beginning of year	2020-06-30	$34,661
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$142,406
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-06-30	$964
Total non interest bearing cash at end of year	2020-06-30	$749
Total non interest bearing cash at beginning of year	2020-06-30	$208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$560,809
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$6,269,475
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$5,708,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$6,169,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$5,674,728
Interest on participant loans	2020-06-30	$3,512
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$241,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$328,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$551,705
Liabilities. Value of benefit claims payable at end of year	2020-06-30	$932
Liabilities. Value of benefit claims payable at beginning of year	2020-06-30	$931
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	DARRELL L. KELLER CPA PA
Accountancy firm EIN	2020-06-30	510471443
2019 : THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$931
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$871,551
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$294,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$294,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$675,902
Value of total assets at end of year	2019-06-30	$5,709,597
Value of total assets at beginning of year	2019-06-30	$5,131,211
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$0
Total interest from all sources	2019-06-30	$471
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	No
If this is an individual account plan, was there a blackout period	2019-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$357,221
Participant contributions at end of year	2019-06-30	$34,661
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$4,939
Total non interest bearing cash at end of year	2019-06-30	$208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$577,455
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$5,708,666
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$5,131,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$5,674,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$5,131,211
Interest on participant loans	2019-06-30	$471
Net investment gain/loss from pooled separate accounts	2019-06-30	$195,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$313,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$294,096
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	Yes
Liabilities. Value of benefit claims payable at end of year	2019-06-30	$931
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	DARRELL L KELLER CPA PA
Accountancy firm EIN	2019-06-30	510471443
2018 : THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,067,189
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$516,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$516,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$707,654
Value of total assets at end of year	2018-06-30	$5,131,211
Value of total assets at beginning of year	2018-06-30	$4,580,244
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$0
Total interest from all sources	2018-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	No
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$353,259
Participant contributions at end of year	2018-06-30	$0
Participant contributions at beginning of year	2018-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$61,863
Administrative expenses (other) incurred	2018-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$550,967
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$5,131,211
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,580,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$5,131,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$4,580,244
Interest on participant loans	2018-06-30	$0
Interest earned on other investments	2018-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$0
Net investment gain/loss from pooled separate accounts	2018-06-30	$359,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$292,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$516,222
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	DARRELL L. KELLER, CPA, PA
Accountancy firm EIN	2018-06-30	510471443
2017 : THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,083,868
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$328,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$328,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$628,429
Value of total assets at end of year	2017-06-30	$4,580,244
Value of total assets at beginning of year	2017-06-30	$3,824,694
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$0
Total interest from all sources	2017-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	No
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$333,064
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$12,010
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$24,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$755,550
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,580,244
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$3,824,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in pooled separate accounts at end of year	2017-06-30	$4,580,244
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$3,802,346
Net investment gain/loss from pooled separate accounts	2017-06-30	$455,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$270,747
Employer contributions (assets) at end of year	2017-06-30	$0
Employer contributions (assets) at beginning of year	2017-06-30	$10,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$328,318
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	DARRELL L. KELLER, CPA, PA
Accountancy firm EIN	2017-06-30	510471443
2016 : THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$534,317
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$344,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$344,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$580,926
Value of total assets at end of year	2016-06-30	$3,824,694
Value of total assets at beginning of year	2016-06-30	$3,635,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$0
Total interest from all sources	2016-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	No
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$294,994
Participant contributions at end of year	2016-06-30	$12,010
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$35,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$189,571
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$3,824,694
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$3,635,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in pooled separate accounts at end of year	2016-06-30	$3,802,346
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$3,635,123
Net investment gain/loss from pooled separate accounts	2016-06-30	$-46,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$250,645
Employer contributions (assets) at end of year	2016-06-30	$10,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$344,746
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	DARRELL L. KELLER, CPA, PA
Accountancy firm EIN	2016-06-30	510471443
2015 : THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$606,915
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$288,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$288,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$528,254
Value of total assets at end of year	2015-06-30	$3,635,123
Value of total assets at beginning of year	2015-06-30	$3,316,321
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$0
Total interest from all sources	2015-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	No
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$269,167
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$15,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$318,802
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$3,635,123
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$3,316,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in pooled separate accounts at end of year	2015-06-30	$3,635,123
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$3,316,321
Net investment gain or loss from common/collective trusts	2015-06-30	$78,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$243,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$288,113
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	DARRELL L. KELLER, CPA,PA
Accountancy firm EIN	2015-06-30	510471443
2014 : THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$888,785
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$139,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$139,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$489,382
Value of total assets at end of year	2014-06-30	$3,316,321
Value of total assets at beginning of year	2014-06-30	$2,567,442
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$399,403
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	No
If this is an individual account plan, was there a blackout period	2014-06-30	No
Funding deficiency by the employer to the plan for this plan year	2014-06-30	$0
Minimum employer required contribution for this plan year	2014-06-30	$0
Amount contributed by the employer to the plan for this plan year	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$255,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$748,879
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$3,316,321
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$2,567,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in pooled separate accounts at end of year	2014-06-30	$3,316,321
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$2,567,442
Interest earned on other investments	2014-06-30	$399,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$234,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$139,906
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	DARRELL L. KELLER, DPA PA
Accountancy firm EIN	2014-06-30	510471443
2013 : THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$757,919
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$106,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$106,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$541,851
Value of total assets at end of year	2013-06-30	$2,567,442
Value of total assets at beginning of year	2013-06-30	$1,915,553
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	No
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$262,316
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$54,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$651,889
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$2,567,442
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$1,915,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in pooled separate accounts at end of year	2013-06-30	$2,567,442
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$1,915,553
Net investment gain/loss from pooled separate accounts	2013-06-30	$216,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$225,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$106,030
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	DARRELL L. KELLER CPA PA
Accountancy firm EIN	2013-06-30	510471443
2012 : THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$2,002,710
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$87,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$87,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,974,771
Value of total assets at end of year	2012-06-30	$1,915,553
Value of total assets at beginning of year	2012-06-30	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$0
Total interest from all sources	2012-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	No
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$135,340
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$1,710,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$1,915,553
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$1,915,553
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in pooled separate accounts at end of year	2012-06-30	$1,915,553
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$0
Net investment gain/loss from pooled separate accounts	2012-06-30	$27,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$128,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$87,157
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	DARRELL L. KELER, CPA, PA
Accountancy firm EIN	2012-06-30	510471443

Form 5500 Responses for THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN

2021: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	Yes
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: THOMAS JEFFERSON CLASSICAL ACADEMY 401(K) PLAN 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	First time form 5500 has been submitted	Yes
2011-12-01	Submission has been amended	No
2011-12-01	This submission is the final filing	No
2011-12-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-12-01	Plan is a collectively bargained plan	No
2011-12-01	Plan funding arrangement – Insurance	Yes
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

711432

Policy instance

Insurance contract or identification number	711432
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,622
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	5622
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

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

Policy contract number

711432

Policy instance

Insurance contract or identification number	711432
Number of Individuals Covered	194
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,006
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	5006
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

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

Policy contract number

711432

Policy instance

Insurance contract or identification number	711432
Number of Individuals Covered	181
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $9,496
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	9496
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

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

Policy contract number

711432

Policy instance

Insurance contract or identification number	711432
Number of Individuals Covered	166
Insurance policy start date	2019-03-11
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $13,398
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	13398
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-753037

Policy instance

Insurance contract or identification number	GA-753037
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $15,376
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA 753037

Policy instance

Insurance contract or identification number	GA 753037
Number of Individuals Covered	150
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $11,861
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $11,861
Insurance broker organization code?	3
Insurance broker name	PLANNING CORP OF AMERICA

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA 753037

Policy instance

Insurance contract or identification number	GA 753037
Number of Individuals Covered	144
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $11,261
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $11,261
Insurance broker organization code?	3
Insurance broker name	RAYMOND JAMES FINANCIAL SERVICES

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA 753037

Policy instance

Insurance contract or identification number	GA 753037
Number of Individuals Covered	136
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $8,804
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $8,804
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	RAYMOND JAMES FINANCIAL SERVICES

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA 753037

Policy instance

Insurance contract or identification number	GA 753037
Number of Individuals Covered	126
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $8,735
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $8,735
Insurance broker organization code?	3
Insurance broker name	RAYMOND JAMES FINANCIAL SERVICES

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA 753037

Policy instance

Insurance contract or identification number	GA 753037
Number of Individuals Covered	117
Insurance policy start date	2011-12-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $19,747
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Commission paid to Insurance Broker	USD $19,747
Insurance broker organization code?	3
Insurance broker name	RAYMOND JAMES FINANCIAL SERVICES

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Company Name:	THOMAS JEFFERSON CLASSICAL ACADEMY
Employer identification number (EIN):	562123336
NAIC Classification:	611000

Jurisdiction of Incorporation:	North Carolina Secretary of State
Incorporation Date:
Company Identification Number:	0468978