401k Plan data: HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN plan

HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN 401k Plan overview

Plan Name	HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN
Plan identification number	003

HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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

THE HERITAGE SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE HERITAGE SCHOOL, INC.

Employer identification number (EIN): 581077670

NAIC Classification: 611000

Additional information about THE HERITAGE SCHOOL, INC.

Jurisdiction of Incorporation: Mississippi Secretary of State

Incorporation Date:

Company Identification Number: 410700

More information about THE HERITAGE SCHOOL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01 DANIEL LANGFORD 2020-10-12 DANIEL LANGFORD 2020-10-12
003 2018-01-01 DANIEL LANGFORD 2019-10-15 DANIEL LANGFORD 2019-10-15
003 2018-01-01 NEAL PIKE 2018-10-15 NEAL PIKE 2018-10-15
003 2017-01-01
003 2016-01-01 NEAL PIKE 2018-01-31
003 2016-01-01
003 2015-01-01 NEAL PIKE 2016-10-14 NEAL PIKE 2016-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2019-01-01	DANIEL LANGFORD	2020-10-12	DANIEL LANGFORD	2020-10-12
003	2018-01-01	DANIEL LANGFORD	2019-10-15	DANIEL LANGFORD	2019-10-15
003	2018-01-01	NEAL PIKE	2018-10-15	NEAL PIKE	2018-10-15
003	2017-01-01
003	2016-01-01	NEAL PIKE	2018-01-31
003	2016-01-01
003	2015-01-01	NEAL PIKE	2016-10-14	NEAL PIKE	2016-10-14

Plan Statistics for HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN

401k plan membership statisitcs for HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN

Measure Date Value
2019: HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 127
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 67
Total of all active and inactive participants 2019-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 194
Number of participants with account balances 2019-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 96
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 68
Total of all active and inactive participants 2018-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 164
Number of participants with account balances 2018-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2016: HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 63
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 46
Total of all active and inactive participants 2016-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 109
Number of participants with account balances 2016-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2019: HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	127
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	67
Total of all active and inactive participants	2019-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	194
Number of participants with account balances	2019-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	96
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	68
Total of all active and inactive participants	2018-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	164
Number of participants with account balances	2018-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2016: HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	63
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	46
Total of all active and inactive participants	2016-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	109
Number of participants with account balances	2016-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN

Measure	Date	Value
2019 : HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,910
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,910
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,910
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,910
Total income from all sources (including contributions)	2019-12-31	$1,198,632
Total income from all sources (including contributions)	2019-12-31	$1,198,632
Total of all expenses incurred	2019-12-31	$131,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$121,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$121,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$370,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$370,112
Value of total assets at end of year	2019-12-31	$6,285,043
Value of total assets at beginning of year	2019-12-31	$5,217,580
Value of total assets at beginning of year	2019-12-31	$5,217,580
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$9,533
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$9,533
Total interest from all sources	2019-12-31	$67,613
Total interest from all sources	2019-12-31	$67,613
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$108,864
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$108,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$108,864
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$108,864
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$600,000
Value of fidelity bond cover	2019-12-31	$600,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$189,054
Contributions received from participants	2019-12-31	$189,054
Participant contributions at end of year	2019-12-31	$320
Participant contributions at end of year	2019-12-31	$320
Participant contributions at beginning of year	2019-12-31	$291
Participant contributions at beginning of year	2019-12-31	$291
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$11,471
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$11,471
Other income not declared elsewhere	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,067,463
Value of net income/loss	2019-12-31	$1,067,463
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,283,133
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,283,133
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,215,670
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,215,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,247,200
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,247,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,230,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,230,494
Value of interest in pooled separate accounts at end of year	2019-12-31	$187,263
Value of interest in pooled separate accounts at end of year	2019-12-31	$187,263
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$179,920
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$179,920
Interest earned on other investments	2019-12-31	$67,613
Interest earned on other investments	2019-12-31	$67,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,847,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,847,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,804,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,804,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$642,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$642,204
Net investment gain/loss from pooled separate accounts	2019-12-31	$9,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$169,587
Contributions received in cash from employer	2019-12-31	$169,587
Employer contributions (assets) at end of year	2019-12-31	$2,684
Employer contributions (assets) at end of year	2019-12-31	$2,684
Employer contributions (assets) at beginning of year	2019-12-31	$2,714
Employer contributions (assets) at beginning of year	2019-12-31	$2,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$121,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$121,636
Contract administrator fees	2019-12-31	$9,533
Contract administrator fees	2019-12-31	$9,533
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$1,910
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$1,910
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$1,910
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$1,910
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	JONES AND KOLB
Accountancy firm name	2019-12-31	JONES AND KOLB
Accountancy firm EIN	2019-12-31	581763570
Accountancy firm EIN	2019-12-31	581763570
2018 : HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,910
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$4,800
Total income from all sources (including contributions)	2018-12-31	$207,279
Total of all expenses incurred	2018-12-31	$374,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$366,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$345,884
Value of total assets at end of year	2018-12-31	$5,217,580
Value of total assets at beginning of year	2018-12-31	$5,388,072
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$8,354
Total interest from all sources	2018-12-31	$68,151
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$131,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$131,188
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$600,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$166,184
Participant contributions at end of year	2018-12-31	$291
Other income not declared elsewhere	2018-12-31	$638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-167,602
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,215,670
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,383,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,230,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,433,033
Value of interest in pooled separate accounts at end of year	2018-12-31	$179,920
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$211,971
Interest earned on other investments	2018-12-31	$68,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,804,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,743,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-347,947
Net investment gain/loss from pooled separate accounts	2018-12-31	$9,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$179,700
Employer contributions (assets) at end of year	2018-12-31	$2,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$366,527
Contract administrator fees	2018-12-31	$8,354
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$1,910
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$4,800
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	JONES AND KOLB
Accountancy firm EIN	2018-12-31	581763570
2016 : HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$514,496
Total of all expenses incurred	2016-12-31	$65,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$59,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$289,502
Value of total assets at end of year	2016-12-31	$4,501,862
Value of total assets at beginning of year	2016-12-31	$4,052,546
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,587
Total interest from all sources	2016-12-31	$67,548
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$63,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$63,869
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$400,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$144,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$449,316
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,501,862
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,052,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,600,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,220,303
Value of interest in pooled separate accounts at end of year	2016-12-31	$204,360
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$192,834
Interest earned on other investments	2016-12-31	$67,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,696,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,639,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$83,445
Net investment gain/loss from pooled separate accounts	2016-12-31	$10,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$145,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$59,593
Contract administrator fees	2016-12-31	$5,587
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	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	JONES AND KOLB
Accountancy firm EIN	2016-12-31	581763570

Form 5500 Responses for HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN

2019: HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2016: HERITAGE SCHOOL OF NEWNAN DEF CONTR RETIREMNT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

500702

Policy instance

Insurance contract or identification number	500702
Number of Individuals Covered	90
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

500702

Policy instance

Insurance contract or identification number	500702
Number of Individuals Covered	92
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	THE HERITAGE SCHOOL, INC.
Employer identification number (EIN):	581077670
NAIC Classification:	611000

Jurisdiction of Incorporation:	Mississippi Secretary of State
Incorporation Date:
Company Identification Number:	410700