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FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY 401k Plan overview

Plan NameFRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY
Plan identification number 002

FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

FRANKLIN PIERCE LAW CENTER CORP has sponsored the creation of one or more 401k plans.

Company Name:FRANKLIN PIERCE LAW CENTER CORP
Employer identification number (EIN):020332032
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-01-01DAVID MATTA DAVID MATTA2014-10-15
0022012-01-01DAVID MATTA DAVID MATTA2014-10-15
0022011-01-01DAVID MATTA DAVID MATTA2014-10-15
0022010-01-01ERIC NORMAN
0022009-01-01ERIC NORMAN
0022009-01-01ERIC NORMAN
0022008-01-01ERIC NORMAN
0022007-01-01ERIC NORMAN
0022006-01-01ERIC NORMAN

Plan Statistics for FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY

401k plan membership statisitcs for FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY

Measure Date Value
2013: FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY 2013 401k membership
Total participants, beginning-of-year2013-01-01399
Total number of active participants reported on line 7a of the Form 55002013-01-01386
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01432
Number of participants with account balances2013-01-0184
2012: FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY 2012 401k membership
Total participants, beginning-of-year2012-01-01346
Total number of active participants reported on line 7a of the Form 55002012-01-01399
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01437
Total participants2012-01-01437
Number of participants with account balances2012-01-0185
2011: FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY 2011 401k membership
Total participants, beginning-of-year2011-01-01347
Total number of active participants reported on line 7a of the Form 55002011-01-01346
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01379
Number of participants with account balances2011-01-0185
2010: FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY 2010 401k membership
Total participants, beginning-of-year2010-01-0186
Total number of active participants reported on line 7a of the Form 55002010-01-0190
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0193
Number of participants with account balances2010-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY 2009 401k membership
Total participants, beginning-of-year2009-01-0180
Total number of active participants reported on line 7a of the Form 55002009-01-0186
Number of retired or separated participants receiving benefits2009-01-015
Total of all active and inactive participants2009-01-0191
Total participants2009-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY

Measure Date Value
2013 : FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,257,388
Total of all expenses incurred2013-12-31$1,110,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,110,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$315,266
Value of total assets at end of year2013-12-31$7,136,383
Value of total assets at beginning of year2013-12-31$6,989,776
Total interest from all sources2013-12-31$85,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$315,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$146,607
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,136,383
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,989,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,513,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,429,352
Value of interest in pooled separate accounts at end of year2013-12-31$248,783
Value of interest in pooled separate accounts at beginning of year2013-12-31$272,866
Interest earned on other investments2013-12-31$85,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,373,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,287,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$833,850
Net investment gain/loss from pooled separate accounts2013-12-31$22,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,110,781
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2013-12-31010523282
2012 : FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$967,223
Total of all expenses incurred2012-12-31$95,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$95,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$368,293
Value of total assets at end of year2012-12-31$6,989,776
Value of total assets at beginning of year2012-12-31$6,117,863
Total interest from all sources2012-12-31$78,819
Transfers to/from the plan2012-12-31$76
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$1,002,010
Expenses. Total of all expenses incurred2012-12-31$130,173
Benefits paid (including direct rollovers)2012-12-31$95,386
Total plan assets at end of year2012-12-31$6,989,776
Total plan assets at beginning of year2012-12-31$6,117,864
Total contributions received or receivable from participants2012-12-31$342,282
Expenses. Other expenses not covered elsewhere2012-12-31$76
Contributions received from other sources (not participants or employers)2012-12-31$26,011
Other income received2012-12-31$633,717
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$871,837
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,989,776
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,117,864
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$34,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$342,282
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$26,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$871,913
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,989,776
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,117,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,429,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,729,335
Value of interest in pooled separate accounts at end of year2012-12-31$272,866
Value of interest in pooled separate accounts at beginning of year2012-12-31$239,936
Interest earned on other investments2012-12-31$78,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,287,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,148,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$495,638
Net investment gain/loss from pooled separate accounts2012-12-31$24,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$95,310
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2012-12-31010523282
2011 : FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$418,174
Total of all expenses incurred2011-12-31$387,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$387,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$382,279
Value of total assets at end of year2011-12-31$6,117,863
Value of total assets at beginning of year2011-12-31$6,087,257
Total interest from all sources2011-12-31$74,035
Total income from all sources2011-12-31$448,910
Expenses. Total of all expenses incurred2011-12-31$418,747
Benefits paid (including direct rollovers)2011-12-31$387,567
Total plan assets at end of year2011-12-31$6,109,387
Total plan assets at beginning of year2011-12-31$6,079,225
Total contributions received or receivable from participants2011-12-31$382,279
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$66,631
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$30,163
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,109,387
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$6,079,225
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$31,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$355,590
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$26,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$30,606
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,117,863
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,087,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,729,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,856,096
Value of interest in pooled separate accounts at end of year2011-12-31$239,936
Value of interest in pooled separate accounts at beginning of year2011-12-31$198,194
Interest earned on other investments2011-12-31$74,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,148,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,032,967
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$114,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-64,694
Net investment gain/loss from pooled separate accounts2011-12-31$26,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$272,891
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2011-12-31010523282
2010 : FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY 2010 401k financial data
Transfers to/from the plan2010-12-31$19,225
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$884,592
Expenses. Total of all expenses incurred2010-12-31$204,765
Benefits paid (including direct rollovers)2010-12-31$175,267
Total plan assets at end of year2010-12-31$6,079,225
Total plan assets at beginning of year2010-12-31$5,380,173
Total contributions received or receivable from participants2010-12-31$350,534
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$534,058
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$679,827
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,079,225
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,380,173
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$29,498
2009 : FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY

2013: FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: FRANKLIN PIERCE LAW CENTER TIAA CREF SUPPLEMENTAL TAX DEFERRED ANNUITY 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo

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