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Plan Name | AMERICAN COLLEGE OF EDUCATION 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | AMERICAN COLLEGE OF EDUCATION, INC. |
Employer identification number (EIN): | 203020572 |
NAIC Classification: | 611000 |
Additional information about AMERICAN COLLEGE OF EDUCATION, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2016-06-01 |
Company Identification Number: | 0802470607 |
Legal Registered Office Address: |
101 W OHIO ST STE 1200 INDIANAPOLIS United States of America (USA) 46204 |
More information about AMERICAN COLLEGE OF EDUCATION, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | BRYCE H. PETERSON | 2022-09-20 | ||
001 | 2020-01-01 | BRYCE H. PETERSON | 2021-09-29 | ||
001 | 2019-01-01 | KK BYLAND | 2020-09-17 | ||
001 | 2018-04-01 | KK BYLAND | 2019-10-15 |
Measure | Date | Value |
---|---|---|
2022: AMERICAN COLLEGE OF EDUCATION 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 287 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 290 |
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 | 38 |
Total of all active and inactive participants | 2022-01-01 | 328 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 328 |
Number of participants with account balances | 2022-01-01 | 262 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 6 |
2021: AMERICAN COLLEGE OF EDUCATION 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 278 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 260 |
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 | 21 |
Total of all active and inactive participants | 2021-01-01 | 281 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 281 |
Number of participants with account balances | 2021-01-01 | 236 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 12 |
2020: AMERICAN COLLEGE OF EDUCATION 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 234 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 235 |
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 | 12 |
Total of all active and inactive participants | 2020-01-01 | 247 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 247 |
Number of participants with account balances | 2020-01-01 | 194 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 18 |
2019: AMERICAN COLLEGE OF EDUCATION 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 204 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 206 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 12 |
Total of all active and inactive participants | 2019-01-01 | 226 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 226 |
Number of participants with account balances | 2019-01-01 | 173 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: AMERICAN COLLEGE OF EDUCATION 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-04-01 | 163 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 166 |
Number of retired or separated participants receiving benefits | 2018-04-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 10 |
Total of all active and inactive participants | 2018-04-01 | 179 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-04-01 | 0 |
Total participants | 2018-04-01 | 179 |
Number of participants with account balances | 2018-04-01 | 123 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-04-01 | 3 |
Measure | Date | Value |
---|---|---|
2022 : AMERICAN COLLEGE OF EDUCATION 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 | $583,461 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $565,302 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $526,272 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,838,869 |
Value of total assets at end of year | 2022-12-31 | $6,769,233 |
Value of total assets at beginning of year | 2022-12-31 | $6,751,074 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $39,030 |
Total interest from all sources | 2022-12-31 | $5,936 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $120,636 |
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 | $120,636 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,431,392 |
Participant contributions at end of year | 2022-12-31 | $150,284 |
Participant contributions at beginning of year | 2022-12-31 | $95,777 |
Participant contributions at end of year | 2022-12-31 | $50,568 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $5,017 |
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 | $18,159 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,769,233 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,751,074 |
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 |
Investment advisory and management fees | 2022-12-31 | $34,785 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,040,932 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,297,700 |
Interest on participant loans | 2022-12-31 | $4,361 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $124,989 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1,575 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,381,980 |
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 | $402,460 |
Employer contributions (assets) at end of year | 2022-12-31 | $402,460 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $357,597 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $526,272 |
Contract administrator fees | 2022-12-31 | $4,245 |
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 | 2022-12-31 | Yes |
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 | WHITLEY PENN LLP |
Accountancy firm EIN | 2022-12-31 | 752393478 |
2021 : AMERICAN COLLEGE OF EDUCATION 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 | $2,325,221 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $525,070 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $494,190 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,614,758 |
Value of total assets at end of year | 2021-12-31 | $6,751,074 |
Value of total assets at beginning of year | 2021-12-31 | $4,950,923 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $30,880 |
Total interest from all sources | 2021-12-31 | $2,361 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $63,676 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $63,676 |
Administrative expenses professional fees incurred | 2021-12-31 | $30,880 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
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 | $1,224,495 |
Participant contributions at end of year | 2021-12-31 | $95,777 |
Participant contributions at beginning of year | 2021-12-31 | $26,213 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $32,653 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $32,666 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
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 | $1,800,151 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,751,074 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,950,923 |
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 | $6,297,700 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,600,059 |
Interest on participant loans | 2021-12-31 | $2,349 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $12 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $644,426 |
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 | $357,597 |
Employer contributions (assets) at end of year | 2021-12-31 | $357,597 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $291,998 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $494,190 |
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 | WHITLEY PENN LLP |
Accountancy firm EIN | 2021-12-31 | 752393478 |
2020 : AMERICAN COLLEGE OF EDUCATION 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 | $1,907,635 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $418,160 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $397,719 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,261,196 |
Value of total assets at end of year | 2020-12-31 | $4,950,923 |
Value of total assets at beginning of year | 2020-12-31 | $3,461,448 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $20,441 |
Total interest from all sources | 2020-12-31 | $2,128 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 | $936,282 |
Participant contributions at end of year | 2020-12-31 | $26,213 |
Participant contributions at beginning of year | 2020-12-31 | $59,777 |
Participant contributions at end of year | 2020-12-31 | $32,653 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $32,916 |
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 | $1,489,475 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,950,923 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,461,448 |
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 |
Investment advisory and management fees | 2020-12-31 | $16,609 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,600,059 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,189,080 |
Interest on participant loans | 2020-12-31 | $2,128 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $644,311 |
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 | $291,998 |
Employer contributions (assets) at end of year | 2020-12-31 | $291,998 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $212,591 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $397,719 |
Contract administrator fees | 2020-12-31 | $3,832 |
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 | WHITLEY PENN LLP |
Accountancy firm EIN | 2020-12-31 | 752393478 |
2019 : AMERICAN COLLEGE OF EDUCATION 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 | $1,484,196 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $195,720 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $179,421 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $982,545 |
Value of total assets at end of year | 2019-12-31 | $3,461,448 |
Value of total assets at beginning of year | 2019-12-31 | $2,172,972 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $16,299 |
Total interest from all sources | 2019-12-31 | $2,521 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $325,579 |
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 | $726,045 |
Participant contributions at end of year | 2019-12-31 | $59,777 |
Participant contributions at beginning of year | 2019-12-31 | $46,509 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $43,658 |
Total non interest bearing cash at end 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 |
Value of net income/loss | 2019-12-31 | $1,288,476 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,461,448 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,172,972 |
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 | $3,189,080 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,933,254 |
Interest on participant loans | 2019-12-31 | $2,521 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $4,595 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $497,000 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $2,130 |
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 | $212,842 |
Employer contributions (assets) at end of year | 2019-12-31 | $212,591 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $188,614 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $179,421 |
Contract administrator fees | 2019-12-31 | $16,299 |
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 | WHITLEY PENN LLP |
Accountancy firm EIN | 2019-12-31 | 752393478 |
2018 : AMERICAN COLLEGE OF EDUCATION 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $1,913,068 |
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 | $672,721 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $412,817 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $406,170 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $809,237 |
Value of total assets at end of year | 2018-12-31 | $2,172,972 |
Value of total assets at beginning of year | 2018-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,647 |
Total interest from all sources | 2018-12-31 | $782 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $200,000 |
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 | $410,293 |
Participant contributions at end of year | 2018-12-31 | $46,509 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $206,542 |
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 | $259,904 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,172,972 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
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 | $1,933,254 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $0 |
Interest on participant loans | 2018-12-31 | $782 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $4,595 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-137,281 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-17 |
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 | $192,402 |
Employer contributions (assets) at end of year | 2018-12-31 | $188,614 |
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 | $406,170 |
Contract administrator fees | 2018-12-31 | $6,647 |
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 | WHITLEY PENN LLP |
Accountancy firm EIN | 2018-12-31 | 752393478 |
2022: AMERICAN COLLEGE OF EDUCATION 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: AMERICAN COLLEGE OF EDUCATION 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: AMERICAN COLLEGE OF EDUCATION 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: AMERICAN COLLEGE OF EDUCATION 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: AMERICAN COLLEGE OF EDUCATION 401(K) PLAN 2018 form 5500 responses | ||
2018-04-01 | Type of plan entity | Single employer plan |
2018-04-01 | First time form 5500 has been submitted | Yes |
2018-04-01 | Submission has been amended | No |
2018-04-01 | This submission is the final filing | No |
2018-04-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2018-04-01 | Plan is a collectively bargained plan | No |
2018-04-01 | Plan funding arrangement – Trust | Yes |
2018-04-01 | Plan benefit arrangement - Trust | Yes |