401k Plan data: WISCONSIN ALUMNI ASSOCIATION 401(K) PROFIT SHARING PLAN plan

WISCONSIN ALUMNI ASSOCIATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WISCONSIN ALUMNI ASSOCIATION 401(K) PROFIT SHARING PLAN
Plan identification number	001

WISCONSIN ALUMNI ASSOCIATION 401(K) PROFIT SHARING 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WISCONSIN ALUMNI ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: WISCONSIN ALUMNI ASSOCIATION

Employer identification number (EIN): 237125279

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WISCONSIN ALUMNI ASSOCIATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-07-01 MARK BLAKESLEE
001 2013-07-01 MARK BLAKESLEE
001 2012-07-01 GARY BERGER 2013-10-30
001 2011-07-01 MARK BLAKESLEE 2013-01-04
001 2010-07-01 MARK BLAKESLEE 2011-11-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2014-07-01	MARK BLAKESLEE
001	2013-07-01	MARK BLAKESLEE
001	2012-07-01	GARY BERGER	2013-10-30
001	2011-07-01	MARK BLAKESLEE	2013-01-04
001	2010-07-01	MARK BLAKESLEE	2011-11-04

Plan Statistics for WISCONSIN ALUMNI ASSOCIATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WISCONSIN ALUMNI ASSOCIATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: WISCONSIN ALUMNI ASSOCIATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 48
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 0
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 0
Number of participants with account balances 2014-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: WISCONSIN ALUMNI ASSOCIATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 58
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 46
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 2
Total of all active and inactive participants 2013-07-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 48
Number of participants with account balances 2013-07-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0

Measure	Date	Value
2014: WISCONSIN ALUMNI ASSOCIATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	48
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	0
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	0
Number of participants with account balances	2014-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: WISCONSIN ALUMNI ASSOCIATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	58
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	46
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	2
Total of all active and inactive participants	2013-07-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	48
Number of participants with account balances	2013-07-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0

Financial Data on WISCONSIN ALUMNI ASSOCIATION 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : WISCONSIN ALUMNI ASSOCIATION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-10-14	$0
Total plan liabilities at end of year	2014-10-14	$0
Total plan liabilities at beginning of year	2014-10-14	$0
Total income from all sources	2014-10-14	$174,624
Expenses. Total of all expenses incurred	2014-10-14	$4,713,660
Benefits paid (including direct rollovers)	2014-10-14	$4,713,647
Total plan assets at end of year	2014-10-14	$0
Total plan assets at beginning of year	2014-10-14	$4,539,036
Value of fidelity bond covering the plan	2014-10-14	$250,000
Total contributions received or receivable from participants	2014-10-14	$15
Expenses. Other expenses not covered elsewhere	2014-10-14	$0
Contributions received from other sources (not participants or employers)	2014-10-14	$0
Other income received	2014-10-14	$37,629
Noncash contributions received	2014-10-14	$0
Net income (gross income less expenses)	2014-10-14	$-4,539,036
Net plan assets at end of year (total assets less liabilities)	2014-10-14	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-10-14	$4,539,036
Assets. Value of participant loans	2014-10-14	$0
Total contributions received or receivable from employer(s)	2014-10-14	$136,980
Value of certain deemed distributions of participant loans	2014-10-14	$0
Value of corrective distributions	2014-10-14	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-10-14	$13
Transfers to/from the plan	2014-06-30	$0
Total plan liabilities at end of year	2014-06-30	$0
Total plan liabilities at beginning of year	2014-06-30	$0
Total income from all sources	2014-06-30	$1,039,007
Expenses. Total of all expenses incurred	2014-06-30	$970,284
Benefits paid (including direct rollovers)	2014-06-30	$968,823
Total plan assets at end of year	2014-06-30	$4,539,036
Total plan assets at beginning of year	2014-06-30	$4,470,313
Value of fidelity bond covering the plan	2014-06-30	$500,000
Total contributions received or receivable from participants	2014-06-30	$219,026
Expenses. Other expenses not covered elsewhere	2014-06-30	$0
Contributions received from other sources (not participants or employers)	2014-06-30	$4,104
Other income received	2014-06-30	$724,572
Noncash contributions received	2014-06-30	$0
Net income (gross income less expenses)	2014-06-30	$68,723
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$4,539,036
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$4,470,313
Assets. Value of participant loans	2014-06-30	$11,304
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-06-30	$0
Total contributions received or receivable from employer(s)	2014-06-30	$91,305
Value of certain deemed distributions of participant loans	2014-06-30	$0
Value of corrective distributions	2014-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$1,461

Form 5500 Responses for WISCONSIN ALUMNI ASSOCIATION 401(K) PROFIT SHARING PLAN

2014: WISCONSIN ALUMNI ASSOCIATION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	Yes
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: WISCONSIN ALUMNI ASSOCIATION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WISCONSIN ALUMNI ASSOCIATION
Employer identification number (EIN):	237125279
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations