401k Plan data: HERITAGE ACADEMY 403(B) PLAN plan

HERITAGE ACADEMY 403(B) PLAN 401k Plan overview

Plan Name	HERITAGE ACADEMY 403(B) PLAN
Plan identification number	001

HERITAGE ACADEMY 403(B) 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: HERITAGE ACADEMY

Employer identification number (EIN): 860757062

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE ACADEMY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-08-01 JARED TAYLOR 2014-06-05 JARED TAYLOR 2014-06-05
001 2012-08-01 JARED TAYLOR 2013-09-25 JARED TAYLOR 2013-09-25
001 2011-08-01 JARED TAYLOR 2014-04-21
001 2010-08-01 JARED TAYLOR 2011-08-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2013-08-01	JARED TAYLOR	2014-06-05	JARED TAYLOR	2014-06-05
001	2012-08-01	JARED TAYLOR	2013-09-25	JARED TAYLOR	2013-09-25
001	2011-08-01	JARED TAYLOR	2014-04-21
001	2010-08-01	JARED TAYLOR	2011-08-03

Potentially related plans

HERITAGE ACADEMY 401(K) PLAN [EIN = 640435248]

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Company Name:	HERITAGE ACADEMY
Employer identification number (EIN):	860757062
NAIC Classification:	611000