401k Plan data: NEW VISIONS FOUNDATION 403(B) PLAN plan

NEW VISIONS FOUNDATION 403(B) PLAN 401k Plan overview

Plan Name	NEW VISIONS FOUNDATION 403(B) PLAN
Plan identification number	001

NEW VISIONS FOUNDATION 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

COALITION FOR ENGAGED EDUCATION has sponsored the creation of one or more 401k plans.

Company Name: COALITION FOR ENGAGED EDUCATION

Employer identification number (EIN): 954515019

NAIC Classification: 611000

Additional information about COALITION FOR ENGAGED EDUCATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1755372

More information about COALITION FOR ENGAGED EDUCATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW VISIONS FOUNDATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 ROBERTA SHINTANI 2023-09-07 ROBERTA SHINTANI 2023-09-07
001 2021-07-01 ROBERTA SHINTANI 2022-08-10 ROBERTA SHINTANI 2022-08-10
001 2020-07-01 ROBERTA SHINTANI 2021-09-01 ROBERTA SHINTANI 2021-09-01
001 2019-07-01 ROBERTA SHINTANI 2020-08-12 ROBERTA SHINTANI 2020-08-12
001 2018-07-01 ROBERTA SHINTANI 2019-08-12 ROBERTA SHINTANI 2019-08-12
001 2017-07-01 ROBERTA SHINTANI 2018-08-29 ROBERTA SHINTANI 2018-08-29
001 2016-07-01 ROBERTA SHINTANI 2017-09-01 ROBERTA SHINTANI 2017-09-01
001 2015-07-01 ROBERTA SHINTANI 2016-08-29 ROBERTA SHINTANI 2016-08-29
001 2014-07-01 ROBERTA SHINTANI 2015-10-14
001 2013-07-01 JOHN AMUSSEN 2014-12-03 JOHN AMUSSEN 2014-12-03
001 2012-07-01 JOHN AMUSSEN 2014-01-07 JOHN AMUSSEN 2014-01-07
001 2011-07-01 JOHN AMUSSEN 2013-04-10
001 2010-07-01 KIMBERLY MCCLEARY LA FRANCE 2011-10-06
001 2009-08-01 KIMBERLY MCCLEARY LA FRANCE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01	ROBERTA SHINTANI	2023-09-07	ROBERTA SHINTANI	2023-09-07
001	2021-07-01	ROBERTA SHINTANI	2022-08-10	ROBERTA SHINTANI	2022-08-10
001	2020-07-01	ROBERTA SHINTANI	2021-09-01	ROBERTA SHINTANI	2021-09-01
001	2019-07-01	ROBERTA SHINTANI	2020-08-12	ROBERTA SHINTANI	2020-08-12
001	2018-07-01	ROBERTA SHINTANI	2019-08-12	ROBERTA SHINTANI	2019-08-12
001	2017-07-01	ROBERTA SHINTANI	2018-08-29	ROBERTA SHINTANI	2018-08-29
001	2016-07-01	ROBERTA SHINTANI	2017-09-01	ROBERTA SHINTANI	2017-09-01
001	2015-07-01	ROBERTA SHINTANI	2016-08-29	ROBERTA SHINTANI	2016-08-29
001	2014-07-01	ROBERTA SHINTANI	2015-10-14
001	2013-07-01	JOHN AMUSSEN	2014-12-03	JOHN AMUSSEN	2014-12-03
001	2012-07-01	JOHN AMUSSEN	2014-01-07	JOHN AMUSSEN	2014-01-07
001	2011-07-01	JOHN AMUSSEN	2013-04-10
001	2010-07-01	KIMBERLY MCCLEARY LA FRANCE	2011-10-06
001	2009-08-01	KIMBERLY MCCLEARY LA FRANCE

Plan Statistics for NEW VISIONS FOUNDATION 403(B) PLAN

401k plan membership statisitcs for NEW VISIONS FOUNDATION 403(B) PLAN

Measure Date Value
2009: NEW VISIONS FOUNDATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 8
Number of retired or separated participants receiving benefits 2009-08-01 0
Number of other retired or separated participants entitled to future benefits 2009-08-01 1
Total of all active and inactive participants 2009-08-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 0
Total participants 2009-08-01 9
Number of participants with account balances 2009-08-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-08-01 0

Measure	Date	Value
2009: NEW VISIONS FOUNDATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	8
Number of retired or separated participants receiving benefits	2009-08-01	0
Number of other retired or separated participants entitled to future benefits	2009-08-01	1
Total of all active and inactive participants	2009-08-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	0
Total participants	2009-08-01	9
Number of participants with account balances	2009-08-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-08-01	0

Financial Data on NEW VISIONS FOUNDATION 403(B) PLAN

Measure	Date	Value
2010 : NEW VISIONS FOUNDATION 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for NEW VISIONS FOUNDATION 403(B) PLAN

2009: NEW VISIONS FOUNDATION 403(B) PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	First time form 5500 has been submitted	Yes
2009-08-01	Submission has been amended	No
2009-08-01	This submission is the final filing	No
2009-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-08-01	Plan is a collectively bargained plan	No
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	COALITION FOR ENGAGED EDUCATION
Employer identification number (EIN):	954515019
NAIC Classification:	611000

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1755372