401k Plan data: ACHIEVEMENT FIRST, INC. 403(B) PLAN plan

ACHIEVEMENT FIRST, INC. 403(B) PLAN 401k Plan overview

Plan Name	ACHIEVEMENT FIRST, INC. 403(B) PLAN
Plan identification number	001

ACHIEVEMENT FIRST, INC. 403(B) 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 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ACHIEVEMENT FIRST, INC. has sponsored the creation of one or more 401k plans.

Company Name: ACHIEVEMENT FIRST, INC.

Employer identification number (EIN): 651203744

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACHIEVEMENT FIRST, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 CHRISTI GEORGE 2019-04-15
001 2016-07-01
001 2015-07-01
001 2014-07-01 TERESA CLARKE
001 2014-07-01 TERESA CLARKE
001 2013-07-01 TERESA CLARKE
001 2012-07-01 ALEXANDRA O. CARR
001 2011-07-01 MAX POLANER
001 2010-07-01 ERICA WILLIAMSON 2012-04-10
001 2010-01-01 MAX POLANER 2011-02-24

Plan Statistics for ACHIEVEMENT FIRST, INC. 403(B) PLAN

401k plan membership statisitcs for ACHIEVEMENT FIRST, INC. 403(B) PLAN

Measure Date Value
2021: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 2,721
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 2,089
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 775
Total of all active and inactive participants 2021-07-01 2,864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 2
Total participants 2021-07-01 2,866
Number of participants with account balances 2021-07-01 2,396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 68
2020: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 2,285
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 2,049
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 670
Total of all active and inactive participants 2020-07-01 2,719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 2
Total participants 2020-07-01 2,721
Number of participants with account balances 2020-07-01 2,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 28
2019: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 2,200
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 2,284
Total of all active and inactive participants 2019-07-01 2,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 2,285
Number of participants with account balances 2019-07-01 2,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 23
2018: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 2,242
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 1,835
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 364
Total of all active and inactive participants 2018-07-01 2,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 1
Total participants 2018-07-01 2,200
Number of participants with account balances 2018-07-01 2,200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 63
2017: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 1,974
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 2,041
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 201
Total of all active and inactive participants 2017-07-01 2,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 2,242
Number of participants with account balances 2017-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 51
2016: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 1,897
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 1,974
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 0
Total of all active and inactive participants 2016-07-01 1,974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 1,974
Number of participants with account balances 2016-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 1,671
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 1,885
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 0
Total of all active and inactive participants 2015-07-01 1,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 1,885
Number of participants with account balances 2015-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 1,742
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 1,671
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 0
Total of all active and inactive participants 2014-07-01 1,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 1,671
Number of participants with account balances 2014-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 1,611
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 1,477
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 474
Total of all active and inactive participants 2013-07-01 1,951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 1,951
Number of participants with account balances 2013-07-01 979
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 49
2012: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 1,476
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 1,232
Number of retired or separated participants receiving benefits 2012-07-01 18
Number of other retired or separated participants entitled to future benefits 2012-07-01 361
Total of all active and inactive participants 2012-07-01 1,611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 1,611
Number of participants with account balances 2012-07-01 992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 99
2011: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 123
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 720
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 236
Total of all active and inactive participants 2011-07-01 956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 956
Number of participants with account balances 2011-07-01 737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 33

Measure	Date	Value
2021: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	2,721
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	2,089
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	775
Total of all active and inactive participants	2021-07-01	2,864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	2
Total participants	2021-07-01	2,866
Number of participants with account balances	2021-07-01	2,396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	68
2020: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	2,285
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	2,049
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	670
Total of all active and inactive participants	2020-07-01	2,719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	2
Total participants	2020-07-01	2,721
Number of participants with account balances	2020-07-01	2,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	28
2019: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	2,200
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	2,284
Total of all active and inactive participants	2019-07-01	2,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	2,285
Number of participants with account balances	2019-07-01	2,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	23
2018: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	2,242
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	1,835
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	364
Total of all active and inactive participants	2018-07-01	2,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	1
Total participants	2018-07-01	2,200
Number of participants with account balances	2018-07-01	2,200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	63
2017: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	1,974
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	2,041
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	201
Total of all active and inactive participants	2017-07-01	2,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	2,242
Number of participants with account balances	2017-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	51
2016: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	1,897
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	1,974
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	0
Total of all active and inactive participants	2016-07-01	1,974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	1,974
Number of participants with account balances	2016-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	1,671
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	1,885
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	0
Total of all active and inactive participants	2015-07-01	1,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	1,885
Number of participants with account balances	2015-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	1,742
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	1,671
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	0
Total of all active and inactive participants	2014-07-01	1,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	1,671
Number of participants with account balances	2014-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	1,611
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	1,477
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	474
Total of all active and inactive participants	2013-07-01	1,951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	1,951
Number of participants with account balances	2013-07-01	979
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	49
2012: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	1,476
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	1,232
Number of retired or separated participants receiving benefits	2012-07-01	18
Number of other retired or separated participants entitled to future benefits	2012-07-01	361
Total of all active and inactive participants	2012-07-01	1,611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	1,611
Number of participants with account balances	2012-07-01	992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	99
2011: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	123
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	720
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	236
Total of all active and inactive participants	2011-07-01	956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	956
Number of participants with account balances	2011-07-01	737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	33

Financial Data on ACHIEVEMENT FIRST, INC. 403(B) PLAN

Measure	Date	Value
2022 : ACHIEVEMENT FIRST, INC. 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-4,190,405
Total of all expenses incurred	2022-06-30	$7,876,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$7,463,897
Expenses. Certain deemed distributions of participant loans	2022-06-30	$59,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$8,705,984
Value of total assets at end of year	2022-06-30	$73,100,248
Value of total assets at beginning of year	2022-06-30	$85,167,398
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$353,493
Total interest from all sources	2022-06-30	$56,639
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$643,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$643,055
Administrative expenses professional fees incurred	2022-06-30	$70,000
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
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	$6,314,562
Participant contributions at end of year	2022-06-30	$380,410
Participant contributions at beginning of year	2022-06-30	$320,522
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$184,875
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$2,227
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$1,340
Administrative expenses (other) incurred	2022-06-30	$248,543
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	$-12,067,150
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$73,100,248
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$85,167,398
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
Investment advisory and management fees	2022-06-30	$34,950
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$43,545,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$48,173,256
Value of interest in pooled separate accounts at end of year	2022-06-30	$25,212,972
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$32,407,245
Interest on participant loans	2022-06-30	$6,603
Interest earned on other investments	2022-06-30	$50,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$1,804,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$2,058,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-8,975,601
Net investment gain/loss from pooled separate accounts	2022-06-30	$-4,620,482
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	Yes
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	$2,206,547
Employer contributions (assets) at end of year	2022-06-30	$2,154,562
Employer contributions (assets) at beginning of year	2022-06-30	$2,206,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$7,463,897
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	2022-06-30	No
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	COHN REZNICK, LLP
Accountancy firm EIN	2022-06-30	221478099
2021 : ACHIEVEMENT FIRST, INC. 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$28,890,386
Total of all expenses incurred	2021-06-30	$6,132,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$5,701,302
Expenses. Certain deemed distributions of participant loans	2021-06-30	$47,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$8,562,936
Value of total assets at end of year	2021-06-30	$85,167,398
Value of total assets at beginning of year	2021-06-30	$62,409,698
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$384,328
Total interest from all sources	2021-06-30	$67,279
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$404,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$404,543
Administrative expenses professional fees incurred	2021-06-30	$90,550
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
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	$6,230,480
Participant contributions at end of year	2021-06-30	$320,522
Participant contributions at beginning of year	2021-06-30	$235,552
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$228,180
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$350,974
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$1,340
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$1,128
Administrative expenses (other) incurred	2021-06-30	$231,728
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	$22,757,700
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$85,167,398
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$62,409,698
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
Investment advisory and management fees	2021-06-30	$62,050
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$48,173,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$30,879,028
Value of interest in pooled separate accounts at end of year	2021-06-30	$32,407,245
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$26,810,017
Interest on participant loans	2021-06-30	$10,029
Interest earned on other investments	2021-06-30	$57,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$2,058,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$2,274,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$11,268,598
Net investment gain/loss from pooled separate accounts	2021-06-30	$8,587,030
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	Yes
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	$1,981,482
Employer contributions (assets) at end of year	2021-06-30	$2,206,547
Employer contributions (assets) at beginning of year	2021-06-30	$1,981,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$5,701,302
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	2021-06-30	No
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	Unqualified
Accountancy firm name	2021-06-30	COHN REZNICK LLP
Accountancy firm EIN	2021-06-30	221478099
2020 : ACHIEVEMENT FIRST, INC. 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$9,360,496
Total of all expenses incurred	2020-06-30	$3,602,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$3,123,329
Expenses. Certain deemed distributions of participant loans	2020-06-30	$112,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$7,481,218
Value of total assets at end of year	2020-06-30	$62,409,698
Value of total assets at beginning of year	2020-06-30	$56,651,571
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$366,512
Total interest from all sources	2020-06-30	$66,354
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$337,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$337,582
Administrative expenses professional fees incurred	2020-06-30	$19,000
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
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	$5,365,218
Participant contributions at end of year	2020-06-30	$235,552
Participant contributions at beginning of year	2020-06-30	$328,860
Participant contributions at end of year	2020-06-30	$228,180
Participant contributions at beginning of year	2020-06-30	$219,594
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$89,262
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$1,128
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$1,842
Administrative expenses (other) incurred	2020-06-30	$347,512
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	$5,758,127
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$62,409,698
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$56,651,571
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	$30,879,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$22,121,578
Value of interest in pooled separate accounts at end of year	2020-06-30	$26,810,017
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$29,735,701
Interest on participant loans	2020-06-30	$8,279
Interest earned on other investments	2020-06-30	$58,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$2,274,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$2,217,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$1,423,528
Net investment gain/loss from pooled separate accounts	2020-06-30	$51,814
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	$2,026,738
Employer contributions (assets) at end of year	2020-06-30	$1,981,482
Employer contributions (assets) at beginning of year	2020-06-30	$2,026,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$3,123,329
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	2020-06-30	No
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	COHNREZNICK LLP
Accountancy firm EIN	2020-06-30	221478099
2019 : ACHIEVEMENT FIRST, INC. 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$10,014,167
Total of all expenses incurred	2019-06-30	$3,887,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$3,580,729
Expenses. Certain deemed distributions of participant loans	2019-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$7,728,179
Value of total assets at end of year	2019-06-30	$56,651,571
Value of total assets at beginning of year	2019-06-30	$50,524,953
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$306,820
Total interest from all sources	2019-06-30	$68,406
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$217,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$217,243
Administrative expenses professional fees incurred	2019-06-30	$71,710
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
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	$5,204,180
Participant contributions at end of year	2019-06-30	$328,860
Participant contributions at beginning of year	2019-06-30	$145,654
Participant contributions at end of year	2019-06-30	$219,594
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$490,959
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$1,842
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$1,524
Administrative expenses (other) incurred	2019-06-30	$235,110
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	$6,126,618
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$56,651,571
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$50,524,953
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	$22,121,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$12,550,102
Value of interest in pooled separate accounts at end of year	2019-06-30	$29,735,701
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$33,471,396
Interest on participant loans	2019-06-30	$8,109
Interest earned on other investments	2019-06-30	$60,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$2,217,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$2,298,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$939,935
Net investment gain/loss from pooled separate accounts	2019-06-30	$1,060,404
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	$2,033,040
Employer contributions (assets) at end of year	2019-06-30	$2,026,738
Employer contributions (assets) at beginning of year	2019-06-30	$2,057,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$3,580,729
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	No
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	COHNREZNICK LLP
Accountancy firm EIN	2019-06-30	221478099
2018 : ACHIEVEMENT FIRST, INC. 403(B) 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	$11,188,042
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$3,073,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$2,888,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$7,545,655
Value of total assets at end of year	2018-06-30	$50,524,953
Value of total assets at beginning of year	2018-06-30	$42,410,199
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$185,273
Total interest from all sources	2018-06-30	$69,332
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$63,675
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$63,675
Administrative expenses professional fees incurred	2018-06-30	$105,384
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$4,958,683
Participant contributions at end of year	2018-06-30	$145,654
Participant contributions at beginning of year	2018-06-30	$0
Participant contributions at end of year	2018-06-30	$0
Participant contributions at beginning of year	2018-06-30	$202,642
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$516,053
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$1,524
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$0
Total non interest bearing cash at end of year	2018-06-30	$0
Total non interest bearing cash at beginning of year	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	$8,114,754
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$50,524,953
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$42,410,199
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	$12,550,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$0
Value of interest in pooled separate accounts at end of year	2018-06-30	$33,471,396
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$37,602,891
Interest on participant loans	2018-06-30	$1,701
Interest earned on other investments	2018-06-30	$67,631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$2,298,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$2,635,480
Net investment gain or loss from common/collective trusts	2018-06-30	$3,509,380
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
Assets. Invements in employer securities at end of year	2018-06-30	$0
Assets. Invements in employer securities at beginning of year	2018-06-30	$0
Contributions received in cash from employer	2018-06-30	$2,070,919
Employer contributions (assets) at end of year	2018-06-30	$2,057,706
Employer contributions (assets) at beginning of year	2018-06-30	$1,969,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$2,888,015
Contract administrator fees	2018-06-30	$79,889
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	COHNREZNICK LLP
Accountancy firm EIN	2018-06-30	221478099
2017 : ACHIEVEMENT FIRST, INC. 403(B) 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	$11,074,653
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$2,664,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$2,540,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$6,615,849
Value of total assets at end of year	2017-06-30	$42,410,199
Value of total assets at beginning of year	2017-06-30	$33,999,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$123,599
Total interest from all sources	2017-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Administrative expenses professional fees incurred	2017-06-30	$83,400
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
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	$4,394,661
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$0
Participant contributions at end of year	2017-06-30	$202,642
Participant contributions at beginning of year	2017-06-30	$90
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$488,865
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$0
Total non interest bearing cash at end of year	2017-06-30	$0
Total non interest bearing cash at beginning of year	2017-06-30	$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	2017-06-30	No
Value of net income/loss	2017-06-30	$8,410,304
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$42,410,199
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$33,999,895
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	$37,602,891
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$29,741,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$2,635,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$2,553,257
Net investment gain or loss from common/collective trusts	2017-06-30	$4,458,804
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
Assets. Invements in employer securities at end of year	2017-06-30	$0
Assets. Invements in employer securities at beginning of year	2017-06-30	$0
Contributions received in cash from employer	2017-06-30	$1,732,323
Employer contributions (assets) at end of year	2017-06-30	$1,969,186
Employer contributions (assets) at beginning of year	2017-06-30	$1,704,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$2,540,750
Contract administrator fees	2017-06-30	$40,199
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	COHNREZNICK LLP
Accountancy firm EIN	2017-06-30	221478099
2016 : ACHIEVEMENT FIRST, INC. 403(B) 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	$5,738,380
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$1,318,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,284,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$5,923,663
Value of total assets at end of year	2016-06-30	$33,999,895
Value of total assets at beginning of year	2016-06-30	$29,580,271
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$33,799
Total interest from all sources	2016-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$3,915,544
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$0
Participant contributions at end of year	2016-06-30	$90
Participant contributions at beginning of year	2016-06-30	$37,943
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$304,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$0
Total non interest bearing cash at end of year	2016-06-30	$0
Total non interest bearing cash at beginning of year	2016-06-30	$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	2016-06-30	No
Value of net income/loss	2016-06-30	$4,419,624
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$33,999,895
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$29,580,271
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	$29,741,580
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$25,556,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$2,553,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$2,046,607
Net investment gain or loss from common/collective trusts	2016-06-30	$-185,283
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
Assets. Invements in employer securities at end of year	2016-06-30	$0
Assets. Invements in employer securities at beginning of year	2016-06-30	$0
Contributions received in cash from employer	2016-06-30	$1,703,289
Employer contributions (assets) at end of year	2016-06-30	$1,704,968
Employer contributions (assets) at beginning of year	2016-06-30	$1,939,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,284,957
Contract administrator fees	2016-06-30	$33,799
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	COHNREZNICK LLP
Accountancy firm EIN	2016-06-30	221478099
2015 : ACHIEVEMENT FIRST, INC. 403(B) 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	$6,023,929
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$933,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$898,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$5,531,729
Value of total assets at end of year	2015-06-30	$29,580,271
Value of total assets at beginning of year	2015-06-30	$24,489,569
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$34,262
Total interest from all sources	2015-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$3,536,617
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$0
Participant contributions at end of year	2015-06-30	$37,943
Participant contributions at beginning of year	2015-06-30	$70,659
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$404,504
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$29,786
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$0
Total non interest bearing cash at end of year	2015-06-30	$0
Total non interest bearing cash at beginning of year	2015-06-30	$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	2015-06-30	No
Value of net income/loss	2015-06-30	$5,090,702
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$29,580,271
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$24,489,569
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	$25,556,278
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$21,336,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$2,046,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,710,701
Net investment gain or loss from common/collective trusts	2015-06-30	$492,200
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	Yes
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Assets. Invements in employer securities at end of year	2015-06-30	$0
Assets. Invements in employer securities at beginning of year	2015-06-30	$0
Contributions received in cash from employer	2015-06-30	$1,590,608
Employer contributions (assets) at end of year	2015-06-30	$1,939,443
Employer contributions (assets) at beginning of year	2015-06-30	$1,341,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$898,965
Contract administrator fees	2015-06-30	$34,262
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	COHNREZNICK LLP
Accountancy firm EIN	2015-06-30	221478099
2014 : ACHIEVEMENT FIRST, INC. 403(B) 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	$7,784,129
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$1,067,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,052,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$4,688,829
Value of total assets at end of year	2014-06-30	$24,489,569
Value of total assets at beginning of year	2014-06-30	$17,772,985
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$14,936
Total interest from all sources	2014-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$3,102,218
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$175,599
Participant contributions at end of year	2014-06-30	$70,659
Participant contributions at beginning of year	2014-06-30	$105,649
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$262,346
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$29,786
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$0
Total non interest bearing cash at end of year	2014-06-30	$0
Total non interest bearing cash at beginning of year	2014-06-30	$68,523
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	$6,716,584
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$24,489,569
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$17,772,985
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	$21,336,510
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$15,209,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$1,710,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$1,043,973
Net investment gain/loss from pooled separate accounts	2014-06-30	$3,095,300
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	Yes
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Assets. Invements in employer securities at end of year	2014-06-30	$0
Assets. Invements in employer securities at beginning of year	2014-06-30	$0
Contributions received in cash from employer	2014-06-30	$1,324,265
Employer contributions (assets) at end of year	2014-06-30	$1,341,913
Employer contributions (assets) at beginning of year	2014-06-30	$1,169,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$1,052,609
Contract administrator fees	2014-06-30	$14,936
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	COHNREZNICK LLP
Accountancy firm EIN	2014-06-30	221478099
2013 : ACHIEVEMENT FIRST, INC. 403(B) 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	$1,097
Total income from all sources (including contributions)	2013-06-30	$5,757,110
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$396,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$381,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$4,080,153
Value of total assets at end of year	2013-06-30	$17,772,985
Value of total assets at beginning of year	2013-06-30	$12,413,223
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$14,596
Total interest from all sources	2013-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$2,740,936
Participant contributions at end of year	2013-06-30	$175,599
Participant contributions at beginning of year	2013-06-30	$175,911
Participant contributions at end of year	2013-06-30	$105,649
Participant contributions at beginning of year	2013-06-30	$84,822
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$188,855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$1,097
Administrative expenses (other) incurred	2013-06-30	$14,596
Total non interest bearing cash at end of year	2013-06-30	$68,523
Total non interest bearing cash at beginning of year	2013-06-30	$24,360
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	$5,360,859
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$17,772,985
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$12,412,126
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	$15,209,692
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$10,342,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,043,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$758,000
Net investment gain/loss from pooled separate accounts	2013-06-30	$1,676,957
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	Yes
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	$1,150,362
Employer contributions (assets) at end of year	2013-06-30	$1,169,549
Employer contributions (assets) at beginning of year	2013-06-30	$1,027,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$381,655
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	COHNREZNICK LLP
Accountancy firm EIN	2013-06-30	221478099
2012 : ACHIEVEMENT FIRST, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total transfer of assets to this plan	2012-06-30	$9,644,837
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$1,097
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$1,097
Total income from all sources (including contributions)	2012-06-30	$814,516
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$3,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$3,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$838,688
Value of total assets at end of year	2012-06-30	$12,413,223
Value of total assets at beginning of year	2012-06-30	$1,957,302
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
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$615,790
Participant contributions at end of year	2012-06-30	$175,911
Participant contributions at beginning of year	2012-06-30	$5,932
Participant contributions at end of year	2012-06-30	$84,822
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$10,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-06-30	$1,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$1,097
Total non interest bearing cash at end of year	2012-06-30	$24,360
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	$811,084
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$12,412,126
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$1,956,205
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	$10,342,829
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$1,691,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$758,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$115,636
Net investment gain/loss from pooled separate accounts	2012-06-30	$-24,172
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	Yes
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	$212,552
Employer contributions (assets) at end of year	2012-06-30	$1,027,301
Employer contributions (assets) at beginning of year	2012-06-30	$143,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$3,432
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	COHNREZNIK LLP
Accountancy firm EIN	2012-06-30	221478099

Form 5500 Responses for ACHIEVEMENT FIRST, INC. 403(B) PLAN

2021: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: ACHIEVEMENT FIRST, INC. 403(B) 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
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: ACHIEVEMENT FIRST, INC. 403(B) 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
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: ACHIEVEMENT FIRST, INC. 403(B) 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
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: ACHIEVEMENT FIRST, INC. 403(B) 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
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: ACHIEVEMENT FIRST, INC. 403(B) 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
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
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
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: ACHIEVEMENT FIRST, INC. 403(B) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA069873

Policy instance

Insurance contract or identification number	TA069873
Number of Individuals Covered	1801
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $375
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
Commission paid to Insurance Broker	USD $375
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66828

Policy instance

Insurance contract or identification number	66828
Number of Individuals Covered	1287
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $10,028
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,030
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA069873

Policy instance

Insurance contract or identification number	TA069873
Number of Individuals Covered	1711
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $328
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
Commission paid to Insurance Broker	USD $328
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66828

Policy instance

Insurance contract or identification number	66828
Number of Individuals Covered	1354
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $10,743
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,036
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA069873

Policy instance

Insurance contract or identification number	TA069873
Number of Individuals Covered	1511
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $223
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
Commission paid to Insurance Broker	USD $10
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66828

Policy instance

Insurance contract or identification number	66828
Number of Individuals Covered	1709
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $9,636
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,445
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66828

Policy instance

Insurance contract or identification number	66828
Number of Individuals Covered	1709
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $10,831
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,835
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA069873

Policy instance

Insurance contract or identification number	TA069873
Number of Individuals Covered	1394
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $10
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
Commission paid to Insurance Broker	USD $10
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66828

Policy instance

Insurance contract or identification number	66828
Number of Individuals Covered	1816
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $6,386
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	1
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66828

Policy instance

Insurance contract or identification number	66828
Number of Individuals Covered	1885
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $156,517
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	1
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
Commission paid to Insurance Broker	USD $53,463
Insurance broker organization code?	3
Insurance broker name	STEVEN HULL

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66828

Policy instance

Insurance contract or identification number	66828
Number of Individuals Covered	1612
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $99,688
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	1
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
Commission paid to Insurance Broker	USD $34,330
Insurance broker organization code?	3
Insurance broker name	PAUL G MASTROIENI

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66828

Policy instance

Insurance contract or identification number	66828
Number of Individuals Covered	1951
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $81,265
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	1
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
Commission paid to Insurance Broker	USD $32,565
Insurance broker organization code?	3
Insurance broker name	CARRIE MCNAIR

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66828

Policy instance

Insurance contract or identification number	66828
Number of Individuals Covered	1140
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $74,013
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	1
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
Commission paid to Insurance Broker	USD $35,009
Insurance broker organization code?	3
Insurance broker name	MICHAEL ANDERSON

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66828

Policy instance

Insurance contract or identification number	66828
Number of Individuals Covered	132
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $15,899
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	1
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

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Company Name:	ACHIEVEMENT FIRST, INC.
Employer identification number (EIN):	651203744
NAIC Classification:	611000