401k Plan data: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN plan

THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 401k Plan overview

Plan Name	THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN
Plan identification number	002

THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THOMAS JEFFERSON FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: THOMAS JEFFERSON FOUNDATION, INC.

Employer identification number (EIN): 540505959

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Additional information about THOMAS JEFFERSON FOUNDATION, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1945-12-03

Company Identification Number: 46232

More information about THOMAS JEFFERSON FOUNDATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS JEFFERSON FOUNDATION, INC. 401(K) 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
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 LAURA TERRY
002 2016-01-01 LAURA TERRY
002 2016-01-01
002 2015-01-01 LAURA TERRY
002 2014-01-01 LAURA TERRY
002 2013-01-01 ANGELA JEANNE BUTLER
002 2012-01-01 ANGELA JEANNE BUTLER
002 2011-01-01 ANGELA JEANNE BUTLER
002 2010-01-01 ANGELA J BUTLER
002 2009-01-01 ANGELA J. BUTLER
002 2009-01-01 ANGELA J. BUTLER

Plan Statistics for THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN

401k plan membership statisitcs for THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN

Measure Date Value
2023: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 458
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 354
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 135
Total of all active and inactive participants 2023-01-01 489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 3
Total participants 2023-01-01 492
Number of participants with account balances 2023-01-01 439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 360
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 326
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 129
Total of all active and inactive participants 2022-01-01 455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 458
Number of participants with account balances 2022-01-01 364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 363
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 251
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 106
Total of all active and inactive participants 2021-01-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 360
Number of participants with account balances 2021-01-01 324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 373
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 256
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 104
Total of all active and inactive participants 2020-01-01 360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 363
Number of participants with account balances 2020-01-01 340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 355
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 288
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 83
Total of all active and inactive participants 2019-01-01 371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 373
Number of participants with account balances 2019-01-01 349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 404
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 282
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 71
Total of all active and inactive participants 2018-01-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 355
Number of participants with account balances 2018-01-01 332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 399
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 271
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 130
Total of all active and inactive participants 2017-01-01 401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 404
Number of participants with account balances 2017-01-01 394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 394
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 278
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 119
Total of all active and inactive participants 2016-01-01 397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 399
Number of participants with account balances 2016-01-01 373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 349
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 296
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 96
Total of all active and inactive participants 2015-01-01 392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 394
Number of participants with account balances 2015-01-01 364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 367
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 266
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 82
Total of all active and inactive participants 2014-01-01 348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 349
Number of participants with account balances 2014-01-01 318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 360
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 308
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 58
Total of all active and inactive participants 2013-01-01 366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 367
Number of participants with account balances 2013-01-01 328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 322
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 292
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 61
Total of all active and inactive participants 2012-01-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 354
Number of participants with account balances 2012-01-01 325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 304
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 288
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 35
Total of all active and inactive participants 2011-01-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 323
Number of participants with account balances 2011-01-01 313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 254
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 46
Total of all active and inactive participants 2010-01-01 300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 300
Number of participants with account balances 2010-01-01 300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 5
2009: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 294
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 237
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 38
Total of all active and inactive participants 2009-01-01 275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 277
Number of participants with account balances 2009-01-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	458
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	354
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	135
Total of all active and inactive participants	2023-01-01	489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	3
Total participants	2023-01-01	492
Number of participants with account balances	2023-01-01	439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	360
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	326
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	129
Total of all active and inactive participants	2022-01-01	455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	458
Number of participants with account balances	2022-01-01	364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	363
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	251
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	106
Total of all active and inactive participants	2021-01-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	360
Number of participants with account balances	2021-01-01	324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	373
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	256
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	104
Total of all active and inactive participants	2020-01-01	360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	363
Number of participants with account balances	2020-01-01	340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	355
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	288
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	83
Total of all active and inactive participants	2019-01-01	371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	373
Number of participants with account balances	2019-01-01	349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	404
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	282
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	71
Total of all active and inactive participants	2018-01-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	355
Number of participants with account balances	2018-01-01	332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	399
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	271
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	130
Total of all active and inactive participants	2017-01-01	401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	404
Number of participants with account balances	2017-01-01	394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	394
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	278
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	119
Total of all active and inactive participants	2016-01-01	397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	399
Number of participants with account balances	2016-01-01	373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	349
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	296
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	96
Total of all active and inactive participants	2015-01-01	392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	394
Number of participants with account balances	2015-01-01	364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	367
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	266
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	82
Total of all active and inactive participants	2014-01-01	348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	349
Number of participants with account balances	2014-01-01	318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	360
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	308
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	58
Total of all active and inactive participants	2013-01-01	366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	367
Number of participants with account balances	2013-01-01	328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	322
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	292
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	61
Total of all active and inactive participants	2012-01-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	354
Number of participants with account balances	2012-01-01	325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	304
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	288
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	35
Total of all active and inactive participants	2011-01-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	323
Number of participants with account balances	2011-01-01	313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	254
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	46
Total of all active and inactive participants	2010-01-01	300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	300
Number of participants with account balances	2010-01-01	300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	5
2009: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	294
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	237
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	38
Total of all active and inactive participants	2009-01-01	275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	277
Number of participants with account balances	2009-01-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN

Measure	Date	Value
2023 : THOMAS JEFFERSON FOUNDATION, INC. 401(K) 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	$5,777,905
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$3,579,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$3,574,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,590,855
Value of total assets at end of year	2023-12-31	$25,369,709
Value of total assets at beginning of year	2023-12-31	$23,171,720
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$5,015
Total interest from all sources	2023-12-31	$43,104
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$968,350
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	$968,350
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
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	$924,110
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$63,657
Administrative expenses (other) incurred	2023-12-31	$5,015
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	$2,197,989
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$25,369,709
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$23,171,720
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$24,709,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$22,194,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$660,241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$977,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$977,306
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$43,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$3,175,596
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	$603,088
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$3,574,901
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	BDO USA, P.C.
Accountancy firm EIN	2023-12-31	135381590
2022 : THOMAS JEFFERSON FOUNDATION, INC. 401(K) 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	$-3,649,736
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$855,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$852,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,441,961
Value of total assets at end of year	2022-12-31	$23,171,720
Value of total assets at beginning of year	2022-12-31	$27,677,077
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,565
Total interest from all sources	2022-12-31	$13,486
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,561,138
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	$1,561,138
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$830,568
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$23,911
Administrative expenses (other) incurred	2022-12-31	$3,565
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	$-4,505,357
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$23,171,720
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$27,677,077
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$22,194,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$27,161,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$977,306
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$515,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$515,490
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$13,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,666,321
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	$587,482
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$852,056
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	BDO USA, P.C.
Accountancy firm EIN	2022-12-31	135381590
2021 : THOMAS JEFFERSON FOUNDATION, INC. 401(K) 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	$5,077,012
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$524,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$521,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,422,084
Value of total assets at end of year	2021-12-31	$27,677,077
Value of total assets at beginning of year	2021-12-31	$23,124,607
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,855
Total interest from all sources	2021-12-31	$41
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,950,870
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	$1,950,870
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$756,294
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$62,026
Administrative expenses (other) incurred	2021-12-31	$2,855
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	$4,552,470
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$27,677,077
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$23,124,607
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$27,161,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$22,610,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$515,490
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$513,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$513,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,704,017
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	No
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	$603,764
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$521,687
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	BDO USA, LLP
Accountancy firm EIN	2021-12-31	135381590
2020 : THOMAS JEFFERSON FOUNDATION, INC. 401(K) 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	$4,943,368
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,032,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,029,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,337,372
Value of total assets at end of year	2020-12-31	$23,124,607
Value of total assets at beginning of year	2020-12-31	$20,213,708
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,965
Total interest from all sources	2020-12-31	$2,011
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,195,533
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	$1,195,533
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$750,126
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$49
Administrative expenses (other) incurred	2020-12-31	$2,965
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	$2,910,899
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$23,124,607
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$20,213,708
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$22,610,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$19,573,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$513,635
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$639,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$639,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$2,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,408,452
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	$587,246
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$73
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,029,504
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	Unqualified
Accountancy firm name	2020-12-31	BDO USA, LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2019 401k financial data
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 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	$5,304,790
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$654,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$650,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,532,319
Value of total assets at end of year	2019-12-31	$20,213,708
Value of total assets at beginning of year	2019-12-31	$15,563,408
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,263
Total interest from all sources	2019-12-31	$9,322
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$911,282
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	$911,282
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
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
Contributions received from participants	2019-12-31	$735,439
Participant contributions at end of year	2019-12-31	$49
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$210,622
Administrative expenses (other) incurred	2019-12-31	$4,263
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	$4,650,300
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,213,708
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$15,563,408
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$19,573,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$15,041,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$639,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$522,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$522,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$9,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,851,867
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
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	$586,258
Employer contributions (assets) at end of year	2019-12-31	$73
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$650,227
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm EIN	2019-12-31	135381590
2018 : THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
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	$3,152,586
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$613,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$607,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,988,520
Value of total assets at end of year	2018-12-31	$15,563,408
Value of total assets at beginning of year	2018-12-31	$13,023,860
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$5,975
Total interest from all sources	2018-12-31	$5,703
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,084,772
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	$1,084,772
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
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	$693,593
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,733,365
Administrative expenses (other) incurred	2018-12-31	$5,975
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	$2,539,548
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$15,563,408
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,023,860
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	$15,041,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$12,697,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$522,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$326,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$326,614
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$5,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,926,409
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	$561,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$607,063
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	BDO USA, LLP
Accountancy firm EIN	2018-12-31	135381590
2017 : THOMAS JEFFERSON FOUNDATION, INC. 401(K) 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	$3,185,896
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$389,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$387,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,218,593
Value of total assets at end of year	2017-12-31	$13,023,860
Value of total assets at beginning of year	2017-12-31	$10,227,497
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,800
Total interest from all sources	2017-12-31	$1,547
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$588,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$588,255
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
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
Contributions received from participants	2017-12-31	$635,631
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$29,865
Administrative expenses (other) incurred	2017-12-31	$1,800
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	$2,796,363
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,023,860
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,227,497
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	$12,697,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$9,940,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$326,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$286,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$286,724
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,377,501
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	$553,097
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$387,733
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	BDO USA, LLP
Accountancy firm EIN	2017-12-31	135381590
2016 : THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,769,130
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$396,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$395,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,096,431
Value of total assets at end of year	2016-12-31	$10,227,497
Value of total assets at beginning of year	2016-12-31	$8,855,170
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,500
Total interest from all sources	2016-12-31	$235
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$355,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$355,524
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$586,792
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$15,454
Administrative expenses (other) incurred	2016-12-31	$1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,372,327
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,227,497
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,855,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$9,940,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$8,586,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$286,724
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$237,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$237,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$235
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$316,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$509,639
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$15,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$395,303
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BDO USA, LLP
Accountancy firm EIN	2016-12-31	135381590
2015 : THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,264,718
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$522,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$517,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,155,910
Value of total assets at end of year	2015-12-31	$8,855,170
Value of total assets at beginning of year	2015-12-31	$8,113,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,850
Total interest from all sources	2015-12-31	$18
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$461,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$461,515
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$588,760
Participant contributions at end of year	2015-12-31	$15,454
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$73,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$741,764
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,855,170
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,113,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$5,850
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$8,586,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,814,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$237,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$298,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$298,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-352,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$493,966
Employer contributions (assets) at end of year	2015-12-31	$15,611
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$517,104
Contract administrator fees	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BDO USA, LLP
Accountancy firm EIN	2015-12-31	135381590
2014 : THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,523,942
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$595,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$593,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$987,062
Value of total assets at end of year	2014-12-31	$8,113,406
Value of total assets at beginning of year	2014-12-31	$7,184,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,620
Total interest from all sources	2014-12-31	$16
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$372,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$372,291
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$551,240
Administrative expenses (other) incurred	2014-12-31	$1,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$928,910
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,113,406
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,184,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,814,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,978,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$298,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$205,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$205,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$164,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$435,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$593,412
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BROWN EDWARDS & COMPANY, LLP
Accountancy firm EIN	2014-12-31	540504608
2013 : THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,248,239
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$599,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$597,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$971,297
Value of total assets at end of year	2013-12-31	$7,184,496
Value of total assets at beginning of year	2013-12-31	$5,535,404
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,527
Total interest from all sources	2013-12-31	$15
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$229,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$229,131
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$533,622
Administrative expenses (other) incurred	2013-12-31	$1,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,649,092
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,184,496
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,535,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$6,978,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,313,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$205,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$221,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$221,470
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,047,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$437,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$597,620
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BROWN EDWARDS & COMPANY, LLP
Accountancy firm EIN	2013-12-31	540504608
2012 : THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,624,016
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$474,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$465,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$975,573
Value of total assets at end of year	2012-12-31	$5,535,404
Value of total assets at beginning of year	2012-12-31	$4,385,706
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$9,079
Total interest from all sources	2012-12-31	$12
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$162,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$162,160
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$544,871
Administrative expenses (other) incurred	2012-12-31	$9,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,149,698
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,535,404
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,385,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,313,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,179,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$221,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$206,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$206,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$486,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$430,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$465,239
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BROWN EDWARDS & COMPANY, LLP
Accountancy firm EIN	2012-12-31	540504608
2011 : THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$953,264
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$131,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$129,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$959,817
Value of total assets at end of year	2011-12-31	$4,385,706
Value of total assets at beginning of year	2011-12-31	$3,563,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,950
Total interest from all sources	2011-12-31	$9
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$115,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$115,813
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$527,215
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$29,533
Administrative expenses (other) incurred	2011-12-31	$1,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$822,027
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,385,706
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,563,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,179,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,414,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$206,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$148,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$148,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-122,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$403,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$129,287
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BROWN EDWARDS & COMPANY, LLP
Accountancy firm EIN	2011-12-31	540504608
2010 : THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,317,825
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$209,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$204,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$879,020
Value of total assets at end of year	2010-12-31	$3,563,679
Value of total assets at beginning of year	2010-12-31	$2,455,391
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$5,215
Total interest from all sources	2010-12-31	$6
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$66,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$66,482
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$491,757
Administrative expenses (other) incurred	2010-12-31	$5,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,108,288
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,563,679
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,455,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,414,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,355,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$148,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$100,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$100,117
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$372,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$387,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$204,322
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BROWN EDWARDS & COMPANY, LLP
Accountancy firm EIN	2010-12-31	540504608
2009 : THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN

2023: THOMAS JEFFERSON FOUNDATION, INC. 401(K) 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 – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THOMAS JEFFERSON FOUNDATION, INC. 401(K) 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THOMAS JEFFERSON FOUNDATION, INC. 401(K) 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THOMAS JEFFERSON FOUNDATION, INC. 401(K) 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THOMAS JEFFERSON FOUNDATION, INC. 401(K) 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THOMAS JEFFERSON FOUNDATION, INC. 401(K) 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THOMAS JEFFERSON FOUNDATION, INC. 401(K) 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THOMAS JEFFERSON FOUNDATION, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THOMAS JEFFERSON FOUNDATION, INC.
Employer identification number (EIN):	540505959
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1945-12-03
Company Identification Number:	46232