NWLA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NEW WAY LEARNING ACADEMY 401K PLAN
| Measure | Date | Value |
|---|
| 2013: NEW WAY LEARNING ACADEMY 401K PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 36 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 14 |
| Total of all active and inactive participants | 2013-07-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 51 |
| Number of participants with account balances | 2013-07-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 40 |
| 2012: NEW WAY LEARNING ACADEMY 401K PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 28 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 19 |
| Total of all active and inactive participants | 2012-07-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 47 |
| Number of participants with account balances | 2012-07-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 58 |
| 2011: NEW WAY LEARNING ACADEMY 401K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 30 |
| 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 | 16 |
| Total of all active and inactive participants | 2011-07-01 | 46 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 46 |
| Number of participants with account balances | 2011-07-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 53 |
| 2010: NEW WAY LEARNING ACADEMY 401K PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 27 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 15 |
| Total of all active and inactive participants | 2010-07-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
| Total participants | 2010-07-01 | 42 |
| Number of participants with account balances | 2010-07-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 7 |
| 2009: NEW WAY LEARNING ACADEMY 401K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 45 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 15 |
| Total of all active and inactive participants | 2009-07-01 | 60 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 60 |
| Number of participants with account balances | 2009-07-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2014 : NEW WAY LEARNING ACADEMY 401K PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-06-30 | $3 |
| Total income from all sources | 2014-06-30 | $377,852 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $81,272 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $81,081 |
| Total plan assets at end of year | 2014-06-30 | $1,758,913 |
| Total plan assets at beginning of year | 2014-06-30 | $1,462,330 |
| Value of fidelity bond covering the plan | 2014-06-30 | $25,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $136,794 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $191 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
| Other income received | 2014-06-30 | $215,022 |
| Net income (gross income less expenses) | 2014-06-30 | $296,580 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $1,758,913 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $1,462,330 |
| Assets. Value of participant loans | 2014-06-30 | $16,467 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $26,036 |
| Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
| Value of corrective distributions | 2014-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2014-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-06-30 | $0 |
| 2013 : NEW WAY LEARNING ACADEMY 401K PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-06-30 | $0 |
| Total income from all sources | 2013-06-30 | $319,907 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $15,788 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $15,597 |
| Total plan assets at end of year | 2013-06-30 | $1,462,329 |
| Total plan assets at beginning of year | 2013-06-30 | $1,158,210 |
| Value of fidelity bond covering the plan | 2013-06-30 | $25,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $162,925 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $191 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $0 |
| Other income received | 2013-06-30 | $138,258 |
| Net income (gross income less expenses) | 2013-06-30 | $304,119 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $1,462,329 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,158,210 |
| Assets. Value of participant loans | 2013-06-30 | $13,363 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $18,724 |
| Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
| Value of corrective distributions | 2013-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2013-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-06-30 | $0 |
| 2012 : NEW WAY LEARNING ACADEMY 401K PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-06-30 | $0 |
| Total income from all sources | 2012-06-30 | $146,376 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $13,105 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $13,013 |
| Total plan assets at end of year | 2012-06-30 | $1,158,210 |
| Total plan assets at beginning of year | 2012-06-30 | $1,024,939 |
| Value of fidelity bond covering the plan | 2012-06-30 | $25,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $132,528 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $92 |
| Contributions received from other sources (not participants or employers) | 2012-06-30 | $994 |
| Other income received | 2012-06-30 | $-2,728 |
| Net income (gross income less expenses) | 2012-06-30 | $133,271 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $1,158,210 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,024,939 |
| Assets. Value of participant loans | 2012-06-30 | $14,108 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $15,582 |
| Value of certain deemed distributions of participant loans | 2012-06-30 | $0 |
| Value of corrective distributions | 2012-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2012-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-06-30 | $0 |
| 2011 : NEW WAY LEARNING ACADEMY 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $255,419 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $53,203 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $53,203 |
| Total plan assets at end of year | 2011-06-30 | $1,024,939 |
| Total plan assets at beginning of year | 2011-06-30 | $822,723 |
| Value of fidelity bond covering the plan | 2011-06-30 | $25,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $120,406 |
| Other income received | 2011-06-30 | $119,005 |
| Net income (gross income less expenses) | 2011-06-30 | $202,216 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $1,024,939 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $822,723 |
| Assets. Value of participant loans | 2011-06-30 | $15,500 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $16,008 |
| 2010 : NEW WAY LEARNING ACADEMY 401K PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
| 2013: NEW WAY LEARNING ACADEMY 401K PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: NEW WAY LEARNING ACADEMY 401K 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 |
| 2011: NEW WAY LEARNING ACADEMY 401K 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 |
| 2010: NEW WAY LEARNING ACADEMY 401K PLAN 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Plan funding arrangement – Insurance | Yes |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: NEW WAY LEARNING ACADEMY 401K PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-822530 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-822530 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $2,797 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,797 | | Insurance broker organization code? | 3 | | Insurance broker name | EDWARD D JONES & CO L P. |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-822530 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-822530 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $2,388 | | Total amount of fees paid to insurance company | USD $584 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,388 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 584 | | Additional information about fees paid to insurance broker | SALES/MARKETING | | Insurance broker name | EDWARD D JONES & CO |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-822530 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-822530 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $1,536 | | Total amount of fees paid to insurance company | USD $1,029 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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