401k Plan data: THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN plan

THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN 401k Plan overview

Plan Name	THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN
Plan identification number	002

THE NEIGHBORHOOD ACADEMY 403(B) DC 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE NEIGHBORHOOD ACADEMY has sponsored the creation of one or more 401k plans.

Company Name: THE NEIGHBORHOOD ACADEMY

Employer identification number (EIN): 251816609

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01 BARBARA HALL 2022-09-20
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01 BARBARA HALL 2016-05-06 BARBARA HALL 2016-05-06
002 2014-01-01 BARBARA HALL BARBARA HALL 2015-04-10
002 2013-01-01 RICHARD C ALTER RICHARD C ALTER 2014-02-25
002 2012-01-01 RICHARD C ALTER RICHARD C ALTER 2013-03-07
002 2011-01-01 RICHARD C ALTER RICHARD C ALTER 2012-04-16
002 2010-01-01 RICHARD C ALTER RICHARD C ALTER 2011-04-21
002 2009-01-01 RICHARD C ALTER RICHARD C ALTER 2010-06-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01	BARBARA HALL	2022-09-20
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01	BARBARA HALL	2016-05-06	BARBARA HALL	2016-05-06
002	2014-01-01	BARBARA HALL		BARBARA HALL	2015-04-10
002	2013-01-01	RICHARD C ALTER		RICHARD C ALTER	2014-02-25
002	2012-01-01	RICHARD C ALTER		RICHARD C ALTER	2013-03-07
002	2011-01-01	RICHARD C ALTER		RICHARD C ALTER	2012-04-16
002	2010-01-01	RICHARD C ALTER		RICHARD C ALTER	2011-04-21
002	2009-01-01	RICHARD C ALTER		RICHARD C ALTER	2010-06-01

Plan Statistics for THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN

401k plan membership statisitcs for THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN

Measure Date Value
2014: THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 22
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 14
Total of all active and inactive participants 2014-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 36
Number of participants with account balances 2014-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 20
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 14
Total of all active and inactive participants 2013-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 34
Number of participants with account balances 2013-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 13
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 15
Total of all active and inactive participants 2012-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 28
Number of participants with account balances 2012-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 16
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 14
Total of all active and inactive participants 2011-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 30
Number of participants with account balances 2011-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 25
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 27
Number of participants with account balances 2010-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 23
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 25
Number of participants with account balances 2009-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	22
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	14
Total of all active and inactive participants	2014-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	36
Number of participants with account balances	2014-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	20
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	14
Total of all active and inactive participants	2013-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	34
Number of participants with account balances	2013-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	13
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	15
Total of all active and inactive participants	2012-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	28
Number of participants with account balances	2012-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	16
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	14
Total of all active and inactive participants	2011-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	30
Number of participants with account balances	2011-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	25
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	27
Number of participants with account balances	2010-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	23
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	25
Number of participants with account balances	2009-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN

Measure	Date	Value
2014 : THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$173,376
Expenses. Total of all expenses incurred	2014-12-31	$407,488
Benefits paid (including direct rollovers)	2014-12-31	$407,488
Total plan assets at end of year	2014-12-31	$827,229
Total plan assets at beginning of year	2014-12-31	$1,061,341
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$73,415
Other income received	2014-12-31	$68,712
Net income (gross income less expenses)	2014-12-31	$-234,112
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$827,229
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,061,341
Total contributions received or receivable from employer(s)	2014-12-31	$31,249
2013 : THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$273,915
Expenses. Total of all expenses incurred	2013-12-31	$31,635
Benefits paid (including direct rollovers)	2013-12-31	$31,635
Total plan assets at end of year	2013-12-31	$1,061,341
Total plan assets at beginning of year	2013-12-31	$819,061
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$80,284
Other income received	2013-12-31	$168,012
Net income (gross income less expenses)	2013-12-31	$242,280
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,061,341
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$819,061
Total contributions received or receivable from employer(s)	2013-12-31	$25,619
2012 : THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$179,575
Expenses. Total of all expenses incurred	2012-12-31	$15,107
Benefits paid (including direct rollovers)	2012-12-31	$15,107
Total plan assets at end of year	2012-12-31	$819,061
Total plan assets at beginning of year	2012-12-31	$654,593
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$72,716
Other income received	2012-12-31	$83,978
Net income (gross income less expenses)	2012-12-31	$164,468
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$819,061
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$654,593
Total contributions received or receivable from employer(s)	2012-12-31	$22,881
2011 : THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$99,885
Total plan assets at end of year	2011-12-31	$654,593
Total plan assets at beginning of year	2011-12-31	$554,708
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$71,286
Other income received	2011-12-31	$6,426
Net income (gross income less expenses)	2011-12-31	$99,885
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$654,593
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$554,708
Total contributions received or receivable from employer(s)	2011-12-31	$22,173
2010 : THE NEIGHBORHOOD ACADEMY 403(B) DC PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$143,676
Expenses. Total of all expenses incurred	2010-12-31	$7,133
Benefits paid (including direct rollovers)	2010-12-31	$7,133
Total plan assets at end of year	2010-12-31	$554,708
Total plan assets at beginning of year	2010-12-31	$418,165
Value of fidelity bond covering the plan	2010-12-31	$10,000
Total contributions received or receivable from participants	2010-12-31	$67,448
Other income received	2010-12-31	$55,700
Net income (gross income less expenses)	2010-12-31	$136,543
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$554,708
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$418,165
Total contributions received or receivable from employer(s)	2010-12-31	$20,528