401k Plan data: A NEW LEAF 403(B) PLAN plan

A NEW LEAF 403(B) PLAN 401k Plan overview

Plan Name	A NEW LEAF 403(B) PLAN
Plan identification number	001

A NEW LEAF 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

A NEW LEAF, INC. has sponsored the creation of one or more 401k plans.

Company Name: A NEW LEAF, INC.

Employer identification number (EIN): 731042760

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A NEW LEAF 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MARY OGLE 2024-10-11
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARY OGLE
001 2016-01-01 MARY OGLE 2017-08-10
001 2015-01-01 MARY OGLE 2016-08-23
001 2014-03-01 MARY OGLE 2015-09-22

Plan Statistics for A NEW LEAF 403(B) PLAN

401k plan membership statisitcs for A NEW LEAF 403(B) PLAN

Measure Date Value
2022: A NEW LEAF 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 122
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 7
Total of all active and inactive participants 2022-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 129
Number of participants with account balances 2022-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: A NEW LEAF 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 129
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 18
Total of all active and inactive participants 2021-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 147
Number of participants with account balances 2021-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: A NEW LEAF 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 132
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 4
Total of all active and inactive participants 2020-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 136
Number of participants with account balances 2020-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: A NEW LEAF 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 125
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 3
Total of all active and inactive participants 2019-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 128
Number of participants with account balances 2019-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: A NEW LEAF 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 123
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 5
Total of all active and inactive participants 2018-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 128
Number of participants with account balances 2018-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: A NEW LEAF 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 128
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 6
Total of all active and inactive participants 2017-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 134
Number of participants with account balances 2017-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9

Measure	Date	Value
2022: A NEW LEAF 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	122
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	7
Total of all active and inactive participants	2022-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	129
Number of participants with account balances	2022-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: A NEW LEAF 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	129
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	18
Total of all active and inactive participants	2021-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	147
Number of participants with account balances	2021-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: A NEW LEAF 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	132
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	4
Total of all active and inactive participants	2020-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	136
Number of participants with account balances	2020-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: A NEW LEAF 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	125
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	3
Total of all active and inactive participants	2019-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	128
Number of participants with account balances	2019-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: A NEW LEAF 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	123
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	5
Total of all active and inactive participants	2018-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	128
Number of participants with account balances	2018-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: A NEW LEAF 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	128
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	6
Total of all active and inactive participants	2017-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	134
Number of participants with account balances	2017-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9

Financial Data on A NEW LEAF 403(B) PLAN

Measure	Date	Value
2022 : A NEW LEAF 403(B) 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	$18,349
Total loss/gain on sale of assets	2022-12-31	$5,007
Total of all expenses incurred	2022-12-31	$139,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$138,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$233,748
Value of total assets at end of year	2022-12-31	$1,238,198
Value of total assets at beginning of year	2022-12-31	$1,359,397
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$875
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$25,155
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$25,155
Administrative expenses professional fees incurred	2022-12-31	$875
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$200,000
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	$159,462
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$236
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$73
Total non interest bearing cash at end of year	2022-12-31	$143
Total non interest bearing cash at beginning of year	2022-12-31	$129
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	$-121,199
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,238,198
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,359,397
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	$1,234,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,356,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$3,158
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$2,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$2,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-245,561
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	$74,286
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	$138,673
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
Aggregate proceeds on sale of assets	2022-12-31	$214,234
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$209,227
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2022-12-31	721396621
2021 : A NEW LEAF 403(B) 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	$366,859
Total loss/gain on sale of assets	2021-12-31	$151,284
Total of all expenses incurred	2021-12-31	$80,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$79,616
Value of total corrective distributions	2021-12-31	$324
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$211,021
Value of total assets at end of year	2021-12-31	$1,359,397
Value of total assets at beginning of year	2021-12-31	$1,073,248
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$770
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$24,017
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$24,017
Administrative expenses professional fees incurred	2021-12-31	$770
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$200,000
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	$143,746
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$6,364
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$3,247
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$73
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$56
Total non interest bearing cash at end of year	2021-12-31	$129
Total non interest bearing cash at beginning of year	2021-12-31	$0
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	$286,149
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,359,397
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,073,248
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	$1,356,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,061,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2,537
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-19,463
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	$64,028
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$3,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$79,616
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
Aggregate proceeds on sale of assets	2021-12-31	$242,923
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$91,639
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	STANDFIELD O'DELL
Accountancy firm EIN	2021-12-31	731293433
2020 : A NEW LEAF 403(B) 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	$334,130
Total loss/gain on sale of assets	2020-12-31	$27,627
Total of all expenses incurred	2020-12-31	$106,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$103,492
Value of total corrective distributions	2020-12-31	$245
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$203,386
Value of total assets at end of year	2020-12-31	$1,073,248
Value of total assets at beginning of year	2020-12-31	$845,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,535
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$16,328
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$16,328
Administrative expenses professional fees incurred	2020-12-31	$2,535
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$85,000
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	$132,073
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$6,364
Participant contributions at beginning of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$56
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$90
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$2,836
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	$227,858
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,073,248
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$845,390
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	$1,061,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$840,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$86,789
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	Yes
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	$71,313
Employer contributions (assets) at end of year	2020-12-31	$3,612
Employer contributions (assets) at beginning of year	2020-12-31	$203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$103,492
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
Aggregate proceeds on sale of assets	2020-12-31	$182,938
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$155,311
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	STANDFIELD O'DELL
Accountancy firm EIN	2020-12-31	731293433
2019 : A NEW LEAF 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$318,379
Total income from all sources (including contributions)	2019-12-31	$318,379
Total loss/gain on sale of assets	2019-12-31	$9,496
Total loss/gain on sale of assets	2019-12-31	$9,496
Total of all expenses incurred	2019-12-31	$97,254
Total of all expenses incurred	2019-12-31	$97,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$93,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$93,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$175,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$175,054
Value of total assets at end of year	2019-12-31	$845,390
Value of total assets at end of year	2019-12-31	$845,390
Value of total assets at beginning of year	2019-12-31	$624,265
Value of total assets at beginning of year	2019-12-31	$624,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,936
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,936
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$18,277
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$18,277
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$18,277
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$18,277
Administrative expenses professional fees incurred	2019-12-31	$3,936
Administrative expenses professional fees incurred	2019-12-31	$3,936
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$70,000
Value of fidelity bond cover	2019-12-31	$70,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$113,692
Contributions received from participants	2019-12-31	$113,692
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,836
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,836
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$90
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$90
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$2,666
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$2,666
Total non interest bearing cash at end of year	2019-12-31	$2,836
Total non interest bearing cash at end of year	2019-12-31	$2,836
Total non interest bearing cash at beginning of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$221,125
Value of net income/loss	2019-12-31	$221,125
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$845,390
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$845,390
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$624,265
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$624,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$840,462
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$840,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$618,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$618,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,499
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$115,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$115,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$58,526
Contributions received in cash from employer	2019-12-31	$58,526
Employer contributions (assets) at end of year	2019-12-31	$203
Employer contributions (assets) at end of year	2019-12-31	$203
Employer contributions (assets) at beginning of year	2019-12-31	$420
Employer contributions (assets) at beginning of year	2019-12-31	$420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$93,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$93,318
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$112,086
Aggregate proceeds on sale of assets	2019-12-31	$112,086
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$102,590
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$102,590
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	STANDFIELD O'DELL
Accountancy firm name	2019-12-31	STANDFIELD O'DELL
Accountancy firm EIN	2019-12-31	731293433
Accountancy firm EIN	2019-12-31	731293433
2018 : A NEW LEAF 403(B) 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	$105,225
Total loss/gain on sale of assets	2018-12-31	$12,392
Total of all expenses incurred	2018-12-31	$98,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$94,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$145,497
Value of total assets at end of year	2018-12-31	$624,265
Value of total assets at beginning of year	2018-12-31	$617,893
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,157
Total interest from all sources	2018-12-31	$75
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$14,127
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$14,127
Administrative expenses professional fees incurred	2018-12-31	$4,157
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$60,000
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	$93,891
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$1,118
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$2,666
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$54
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
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	$6,372
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$624,265
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$617,893
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	$618,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$615,643
Interest on participant loans	2018-12-31	$75
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$2,499
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-66,866
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	$51,606
Employer contributions (assets) at end of year	2018-12-31	$420
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$94,696
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
Aggregate proceeds on sale of assets	2018-12-31	$117,114
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$104,722
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	STANDFIELD O'DELL
Accountancy firm EIN	2018-12-31	731293433
2017 : A NEW LEAF 403(B) 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	$215,655
Total loss/gain on sale of assets	2017-12-31	$42,269
Total of all expenses incurred	2017-12-31	$56,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$51,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$130,603
Value of total assets at end of year	2017-12-31	$617,893
Value of total assets at beginning of year	2017-12-31	$458,698
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,643
Total interest from all sources	2017-12-31	$146
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$11,037
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$11,037
Administrative expenses professional fees incurred	2017-12-31	$4,643
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$35,000
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	$85,711
Participant contributions at end of year	2017-12-31	$1,118
Participant contributions at beginning of year	2017-12-31	$4,310
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$54
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
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	$159,195
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$617,893
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$458,698
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	$615,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$452,881
Interest on participant loans	2017-12-31	$141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,507
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$31,600
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	$44,892
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	$51,817
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
Aggregate proceeds on sale of assets	2017-12-31	$398,091
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$355,822
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	STANDFIELD O'DELL
Accountancy firm EIN	2017-12-31	731293433

Form 5500 Responses for A NEW LEAF 403(B) PLAN

2022: A NEW LEAF 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
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: A NEW LEAF 403(B) 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: A NEW LEAF 403(B) 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: A NEW LEAF 403(B) 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: A NEW LEAF 403(B) 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: A NEW LEAF 403(B) 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

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Company Name:	A NEW LEAF, INC.
Employer identification number (EIN):	731042760
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	MARY OGLE	2024-10-11
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MARY OGLE
001	2016-01-01	MARY OGLE	2017-08-10
001	2015-01-01	MARY OGLE	2016-08-23
001	2014-03-01	MARY OGLE	2015-09-22