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Plan Name | EMPLOYEE BENEFIT PLAN OF ACADEMIC PARTNERSHIPS, LLC |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ACADEMIC PARTNERSHIPS, LLC |
Employer identification number (EIN): | 272009059 |
NAIC Classification: | 611000 |
Additional information about ACADEMIC PARTNERSHIPS, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2010-05-28 |
Company Identification Number: | 0801275566 |
Legal Registered Office Address: |
700 N PEARL ST STE 600 DALLAS United States of America (USA) 75201 |
More information about ACADEMIC PARTNERSHIPS, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2013-01-01 | WES BRAZELL | |||
001 | 2012-01-01 | KIM KOONCE | |||
001 | 2011-01-01 | KIM KOONCE |
Measure | Date | Value |
---|---|---|
2013: EMPLOYEE BENEFIT PLAN OF ACADEMIC PARTNERSHIPS, LLC 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 258 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 0 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: EMPLOYEE BENEFIT PLAN OF ACADEMIC PARTNERSHIPS, LLC 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 152 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 247 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 11 |
Total of all active and inactive participants | 2012-01-01 | 258 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 258 |
Number of participants with account balances | 2012-01-01 | 70 |
2011: EMPLOYEE BENEFIT PLAN OF ACADEMIC PARTNERSHIPS, LLC 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 147 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 152 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 152 |
Number of participants with account balances | 2011-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2013 : EMPLOYEE BENEFIT PLAN OF ACADEMIC PARTNERSHIPS, LLC 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-11-01 | $0 |
Total transfer of assets from this plan | 2013-11-01 | $2,728,452 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-11-01 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-11-01 | $0 |
Total income from all sources (including contributions) | 2013-11-01 | $1,280,482 |
Total loss/gain on sale of assets | 2013-11-01 | $0 |
Total of all expenses incurred | 2013-11-01 | $503,625 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-11-01 | $502,859 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-11-01 | $892,457 |
Value of total assets at end of year | 2013-11-01 | $0 |
Value of total assets at beginning of year | 2013-11-01 | $1,951,595 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-11-01 | $766 |
Total interest from all sources | 2013-11-01 | $3,865 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-11-01 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-11-01 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-11-01 | $0 |
Was this plan covered by a fidelity bond | 2013-11-01 | Yes |
Value of fidelity bond cover | 2013-11-01 | $195,160 |
If this is an individual account plan, was there a blackout period | 2013-11-01 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-11-01 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-11-01 | No |
Contributions received from participants | 2013-11-01 | $506,453 |
Participant contributions at end of year | 2013-11-01 | $0 |
Participant contributions at beginning of year | 2013-11-01 | $63,253 |
Participant contributions at end of year | 2013-11-01 | $0 |
Participant contributions at beginning of year | 2013-11-01 | $40,590 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-11-01 | $229,851 |
Administrative expenses (other) incurred | 2013-11-01 | $766 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-11-01 | No |
Value of net income/loss | 2013-11-01 | $776,857 |
Value of net assets at end of year (total assets less liabilities) | 2013-11-01 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-11-01 | $1,951,595 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-11-01 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-11-01 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-11-01 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-11-01 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-11-01 | $1,724,605 |
Income. Interest from loans (other than to participants) | 2013-11-01 | $3,152 |
Interest earned on other investments | 2013-11-01 | $713 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-11-01 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-11-01 | $41,430 |
Net investment gain/loss from pooled separate accounts | 2013-11-01 | $384,160 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-11-01 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-11-01 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-11-01 | No |
Contributions received in cash from employer | 2013-11-01 | $156,153 |
Employer contributions (assets) at end of year | 2013-11-01 | $0 |
Employer contributions (assets) at beginning of year | 2013-11-01 | $81,717 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-11-01 | $502,859 |
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 | 2013-11-01 | Yes |
Did the plan have assets held for investment | 2013-11-01 | 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 | 2013-11-01 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-11-01 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-11-01 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-11-01 | Disclaimer |
Accountancy firm name | 2013-11-01 | WHITLEY PENN, LLP |
Accountancy firm EIN | 2013-11-01 | 752393478 |
2012 : EMPLOYEE BENEFIT PLAN OF ACADEMIC PARTNERSHIPS, LLC 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $802,418 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $70,905 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $70,208 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $645,885 |
Value of total assets at end of year | 2012-12-31 | $1,951,595 |
Value of total assets at beginning of year | 2012-12-31 | $1,220,082 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $697 |
Total interest from all sources | 2012-12-31 | $2,515 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $116,100 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $433,229 |
Participant contributions at end of year | 2012-12-31 | $63,253 |
Participant contributions at beginning of year | 2012-12-31 | $65,899 |
Participant contributions at end of year | 2012-12-31 | $40,590 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $130,939 |
Administrative expenses (other) incurred | 2012-12-31 | $697 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $731,513 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,951,595 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,220,082 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,724,605 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,055,390 |
Interest on participant loans | 2012-12-31 | $1,852 |
Interest earned on other investments | 2012-12-31 | $663 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $41,430 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $39,564 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $154,018 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $81,717 |
Employer contributions (assets) at end of year | 2012-12-31 | $81,717 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $59,229 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $70,208 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WHITLEY PENN, LLP |
Accountancy firm EIN | 2012-12-31 | 752393478 |
2011 : EMPLOYEE BENEFIT PLAN OF ACADEMIC PARTNERSHIPS, LLC 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,245,997 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $25,915 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $25,551 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,299,120 |
Value of total assets at end of year | 2011-12-31 | $1,220,082 |
Value of total assets at beginning of year | 2011-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $364 |
Total interest from all sources | 2011-12-31 | $2,210 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $50,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $268,572 |
Participant contributions at end of year | 2011-12-31 | $65,899 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $971,319 |
Administrative expenses (other) incurred | 2011-12-31 | $364 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,220,082 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,220,082 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,055,390 |
Income. Interest from loans (other than to participants) | 2011-12-31 | $1,812 |
Interest earned on other investments | 2011-12-31 | $398 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $39,564 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-55,333 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $59,229 |
Employer contributions (assets) at end of year | 2011-12-31 | $59,229 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $25,551 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WHITLEY PENN, LLP |
Accountancy firm EIN | 2011-12-31 | 752393478 |
2013: EMPLOYEE BENEFIT PLAN OF ACADEMIC PARTNERSHIPS, LLC 2013 form 5500 responses | ||
---|---|---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | Yes |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: EMPLOYEE BENEFIT PLAN OF ACADEMIC PARTNERSHIPS, LLC 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: EMPLOYEE BENEFIT PLAN OF ACADEMIC PARTNERSHIPS, LLC 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | First time form 5500 has been submitted | Yes |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |