401k Plan data: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN plan

NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN
Plan identification number	001

NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING, INC. has sponsored the creation of one or more 401k plans.

Company Name: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING, INC.

Employer identification number (EIN): 261909449

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KATHLEEN M MACPHAIL KATHLEEN M MACPHAIL 2018-10-02
001 2016-01-01 KATHLEEN M MACPHAIL 2017-09-22 KATHLEEN M MACPHAIL 2017-09-22
001 2015-01-01 JOAN B. BURDETTE 2016-08-02 JOAN B. BURDETTE 2016-08-02
001 2014-01-01 JOAN B. BURDETTE 2015-08-14 JOAN B. BURDETTE 2015-08-14
001 2014-01-01 JOAN B. BURDETTE 2015-08-14 JOAN B. BURDETTE 2015-08-14
001 2013-01-01 JOAN B. BURDETTE 2014-08-19 JOAN B. BURDETTE 2014-08-19
001 2012-01-01 JOAN B. BURDETTE 2013-07-11 JOAN B. BURDETTE 2013-07-11
001 2011-01-01 JOAN B. BURDETTE 2012-06-28
001 2010-01-01 JOAN B. BURDETTE 2011-09-09 JOAN B. BURDETTE 2011-09-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	KATHLEEN M MACPHAIL		KATHLEEN M MACPHAIL	2018-10-02
001	2016-01-01	KATHLEEN M MACPHAIL	2017-09-22	KATHLEEN M MACPHAIL	2017-09-22
001	2015-01-01	JOAN B. BURDETTE	2016-08-02	JOAN B. BURDETTE	2016-08-02
001	2014-01-01	JOAN B. BURDETTE	2015-08-14	JOAN B. BURDETTE	2015-08-14
001	2014-01-01	JOAN B. BURDETTE	2015-08-14	JOAN B. BURDETTE	2015-08-14
001	2013-01-01	JOAN B. BURDETTE	2014-08-19	JOAN B. BURDETTE	2014-08-19
001	2012-01-01	JOAN B. BURDETTE	2013-07-11	JOAN B. BURDETTE	2013-07-11
001	2011-01-01	JOAN B. BURDETTE	2012-06-28
001	2010-01-01	JOAN B. BURDETTE	2011-09-09	JOAN B. BURDETTE	2011-09-09

Plan Statistics for NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN

Measure Date Value
2023: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 49
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 149
Total of all active and inactive participants 2023-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 198
Number of participants with account balances 2023-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 35
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 166
Total of all active and inactive participants 2022-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 202
Number of participants with account balances 2022-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 35
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 157
Total of all active and inactive participants 2021-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 193
Number of participants with account balances 2021-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 39
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 152
Total of all active and inactive participants 2020-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 191
Number of participants with account balances 2020-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 56
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 141
Total of all active and inactive participants 2019-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 197
Number of participants with account balances 2019-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 56
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 136
Total of all active and inactive participants 2018-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 192
Number of participants with account balances 2018-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 62
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 127
Total of all active and inactive participants 2017-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 189
Number of participants with account balances 2017-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2023: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	49
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	149
Total of all active and inactive participants	2023-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	198
Number of participants with account balances	2023-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	35
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	166
Total of all active and inactive participants	2022-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	202
Number of participants with account balances	2022-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	35
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	157
Total of all active and inactive participants	2021-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	193
Number of participants with account balances	2021-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	39
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	152
Total of all active and inactive participants	2020-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	191
Number of participants with account balances	2020-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	56
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	141
Total of all active and inactive participants	2019-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	197
Number of participants with account balances	2019-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	56
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	136
Total of all active and inactive participants	2018-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	192
Number of participants with account balances	2018-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	62
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	127
Total of all active and inactive participants	2017-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	189
Number of participants with account balances	2017-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2023 : NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,606,024
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$817,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$807,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$528,714
Value of total assets at end of year	2023-12-31	$15,668,666
Value of total assets at beginning of year	2023-12-31	$13,880,016
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$9,618
Total interest from all sources	2023-12-31	$159,617
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$105,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$105,214
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$185,327
Participant contributions at end of year	2023-12-31	$45,180
Participant contributions at beginning of year	2023-12-31	$61,158
Other income not declared elsewhere	2023-12-31	$8,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,788,650
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$15,668,666
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$13,880,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$360
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$11,808,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$9,597,885
Value of interest in pooled separate accounts at end of year	2023-12-31	$530,890
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$683,416
Interest on participant loans	2023-12-31	$2,931
Interest earned on other investments	2023-12-31	$156,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$3,284,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$3,537,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,891,278
Net investment gain/loss from pooled separate accounts	2023-12-31	$-87,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$343,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$807,756
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2023-12-31	231909723
2022 : NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,816,747
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,605,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,585,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$461,918
Value of total assets at end of year	2022-12-31	$13,880,016
Value of total assets at beginning of year	2022-12-31	$17,301,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$19,492
Total interest from all sources	2022-12-31	$141,607
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$89,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$89,316
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$163,046
Participant contributions at end of year	2022-12-31	$61,158
Participant contributions at beginning of year	2022-12-31	$39,861
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$6,815
Other income not declared elsewhere	2022-12-31	$13,660
Administrative expenses (other) incurred	2022-12-31	$8,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,421,804
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,880,016
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$17,301,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$10,740
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,597,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,980,695
Value of interest in pooled separate accounts at end of year	2022-12-31	$683,416
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$783,542
Interest on participant loans	2022-12-31	$1,855
Interest earned on other investments	2022-12-31	$139,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,537,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,497,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,591,907
Net investment gain/loss from pooled separate accounts	2022-12-31	$68,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$292,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,585,565
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2022-12-31	231909723
2021 : NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,596,756
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,344,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,326,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$584,277
Value of total assets at end of year	2021-12-31	$17,301,820
Value of total assets at beginning of year	2021-12-31	$17,049,701
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$18,277
Total interest from all sources	2021-12-31	$123,082
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$261,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$261,301
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$175,435
Participant contributions at end of year	2021-12-31	$39,861
Participant contributions at beginning of year	2021-12-31	$49,237
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$142,784
Other income not declared elsewhere	2021-12-31	$12,212
Administrative expenses (other) incurred	2021-12-31	$9,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$252,119
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$17,301,820
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$17,049,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$8,640
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$12,980,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,892,419
Value of interest in pooled separate accounts at end of year	2021-12-31	$783,542
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$550,323
Interest on participant loans	2021-12-31	$1,912
Interest earned on other investments	2021-12-31	$121,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,497,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,557,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,501,930
Net investment gain/loss from pooled separate accounts	2021-12-31	$113,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$266,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,326,360
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2021-12-31	231909723
2020 : NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,794,413
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,211,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,200,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$696,013
Value of total assets at end of year	2020-12-31	$17,049,701
Value of total assets at beginning of year	2020-12-31	$15,466,837
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$11,057
Total interest from all sources	2020-12-31	$154,447
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$158,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$158,563
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$277,220
Participant contributions at end of year	2020-12-31	$49,237
Participant contributions at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$8,372
Administrative expenses (other) incurred	2020-12-31	$7,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,582,864
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$17,049,701
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,466,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$3,374
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$12,892,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,916,116
Value of interest in pooled separate accounts at end of year	2020-12-31	$550,323
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$626,586
Interest on participant loans	2020-12-31	$177
Interest earned on other investments	2020-12-31	$154,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,557,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,924,135
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$572,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,782,726
Net investment gain/loss from pooled separate accounts	2020-12-31	$-5,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$418,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$628,163
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MCKONLY & ASBURY, LLP
Accountancy firm EIN	2020-12-31	231909723
2019 : NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,016,289
Total income from all sources (including contributions)	2019-12-31	$3,016,289
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$394,258
Total of all expenses incurred	2019-12-31	$394,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$386,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$386,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$768,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$768,474
Value of total assets at end of year	2019-12-31	$15,466,837
Value of total assets at end of year	2019-12-31	$15,466,837
Value of total assets at beginning of year	2019-12-31	$12,844,806
Value of total assets at beginning of year	2019-12-31	$12,844,806
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,426
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,426
Total interest from all sources	2019-12-31	$148,107
Total interest from all sources	2019-12-31	$148,107
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$94,334
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$94,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$94,334
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$94,334
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$268,533
Contributions received from participants	2019-12-31	$268,533
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$83,307
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$83,307
Other income not declared elsewhere	2019-12-31	$10,651
Other income not declared elsewhere	2019-12-31	$10,651
Administrative expenses (other) incurred	2019-12-31	$3,728
Administrative expenses (other) incurred	2019-12-31	$3,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,622,031
Value of net income/loss	2019-12-31	$2,622,031
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,466,837
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,466,837
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,844,806
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,844,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$3,698
Investment advisory and management fees	2019-12-31	$3,698
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,916,116
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,916,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,459,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,459,720
Value of interest in pooled separate accounts at end of year	2019-12-31	$626,586
Value of interest in pooled separate accounts at end of year	2019-12-31	$626,586
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$610,746
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$610,746
Interest earned on other investments	2019-12-31	$148,107
Interest earned on other investments	2019-12-31	$148,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,924,135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,924,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,774,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,774,340
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$3,727
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$3,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,961,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,961,955
Net investment gain/loss from pooled separate accounts	2019-12-31	$32,768
Net investment gain/loss from pooled separate accounts	2019-12-31	$32,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$416,634
Contributions received in cash from employer	2019-12-31	$416,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$383,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$383,105
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm EIN	2019-12-31	420714325
Accountancy firm EIN	2019-12-31	420714325
2018 : NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$2,402,884
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$191,427
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,089,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,089,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$735,085
Value of total assets at end of year	2018-12-31	$12,844,806
Value of total assets at beginning of year	2018-12-31	$11,340,242
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$11
Total interest from all sources	2018-12-31	$131,188
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,221
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$195,105
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$12,506
Other income not declared elsewhere	2018-12-31	$685
Administrative expenses (other) incurred	2018-12-31	$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-898,320
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,844,806
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,340,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$8,459,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,935,718
Value of interest in pooled separate accounts at end of year	2018-12-31	$610,746
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$405,121
Interest earned on other investments	2018-12-31	$131,188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,774,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,999,403
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$4,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-698,039
Net investment gain/loss from pooled separate accounts	2018-12-31	$20,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$527,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,085,580
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	TATE AND TRYON
Accountancy firm EIN	2018-12-31	521855942
2017 : NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,969,928
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$602,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$602,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$563,450
Value of total assets at end of year	2017-12-31	$11,340,242
Value of total assets at beginning of year	2017-12-31	$9,972,397
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$115,916
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$25,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,367,845
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,340,242
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,972,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,935,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,785,942
Value of interest in pooled separate accounts at end of year	2017-12-31	$405,121
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$416,832
Interest earned on other investments	2017-12-31	$115,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,999,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,769,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,271,870
Net investment gain/loss from pooled separate accounts	2017-12-31	$18,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$537,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$602,083
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	TATE AND TRYON
Accountancy firm EIN	2017-12-31	521855942

Form 5500 Responses for NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN

2023: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

337146

Policy instance

Insurance contract or identification number	337146
Number of Individuals Covered	157
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

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

Policy contract number

337146

Policy instance

Insurance contract or identification number	337146
Number of Individuals Covered	161
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

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

Policy contract number

337146

Policy instance

Insurance contract or identification number	337146
Number of Individuals Covered	169
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

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

Policy contract number

337146

Policy instance

Insurance contract or identification number	337146
Number of Individuals Covered	172
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

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

Policy contract number

337146

Policy instance

Insurance contract or identification number	337146
Number of Individuals Covered	177
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

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

Policy contract number

337146

Policy instance

Insurance contract or identification number	337146
Number of Individuals Covered	192
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

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

Policy contract number

337146

Policy instance

Insurance contract or identification number	337146
Number of Individuals Covered	189
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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:	NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING, INC.
Employer identification number (EIN):	261909449
NAIC Classification:	611000