401k Plan data: ASSOCIATED COLLEGES OF THE MIDWEST TAX DEFERRED ANNUITY plan

ASSOCIATED COLLEGES OF THE MIDWEST TAX DEFERRED ANNUITY 401k Plan overview

Plan Name	ASSOCIATED COLLEGES OF THE MIDWEST TAX DEFERRED ANNUITY
Plan identification number	002

ASSOCIATED COLLEGES OF THE MIDWEST TAX DEFERRED ANNUITY Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='362600769' AND PlanID='002'

401k Sponsoring company profile

ASSOCIATED COLLEGES OF THE MIDWEST has sponsored the creation of one or more 401k plans.

Company Name: ASSOCIATED COLLEGES OF THE MIDWEST

Employer identification number (EIN): 362600769

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATED COLLEGES OF THE MIDWEST TAX DEFERRED ANNUITY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 CARRIE CONZELMAN 2024-06-14
002 2022-01-01 CARRIE CONZELMAN 2023-06-26
002 2021-01-01 CARRIE CONZELMAN 2022-06-06
002 2020-01-01 CARRIE CONZELMAN 2021-07-20
002 2019-01-01 ELIZABETH BARNES 2020-04-21
002 2018-01-01 ELIZABETH BARNES 2019-06-12
002 2017-01-01 DOUG KOLASINSKI 2018-04-02 DOUG KOLASINSKI 2018-04-02
002 2017-01-01 DOUG KOLASINSKI 2018-04-05 DOUG KOLASINSKI 2018-04-05
002 2016-01-01 DOUG KOLASINSKI 2017-04-17 DOUG KOLASINSKI 2017-04-17
002 2015-01-01 DOUG KOLASINSKI 2016-04-27 DOUG KOLASINSKI 2016-04-27
002 2014-01-01 DOUG KOLASINSKI 2015-06-02 DOUG KOLASINSKI 2015-06-02
002 2013-01-01 DOUG KOLASINSKI 2014-02-19 DOUG KOLASINSKI 2014-02-19
002 2012-01-01 DOUG KOLASINSKI 2013-09-27 DOUG KOLASINSKI 2013-09-27
002 2011-01-01 DOUG KOLASINSKI 2012-07-10
002 2010-01-01 DOUG KOLASINSKI 2011-07-26 DOUG KOLASINSKI 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	CARRIE CONZELMAN	2024-06-14
002	2022-01-01	CARRIE CONZELMAN	2023-06-26
002	2021-01-01	CARRIE CONZELMAN	2022-06-06
002	2020-01-01	CARRIE CONZELMAN	2021-07-20
002	2019-01-01	ELIZABETH BARNES	2020-04-21
002	2018-01-01	ELIZABETH BARNES	2019-06-12
002	2017-01-01	DOUG KOLASINSKI	2018-04-02	DOUG KOLASINSKI	2018-04-02
002	2017-01-01	DOUG KOLASINSKI	2018-04-05	DOUG KOLASINSKI	2018-04-05
002	2016-01-01	DOUG KOLASINSKI	2017-04-17	DOUG KOLASINSKI	2017-04-17
002	2015-01-01	DOUG KOLASINSKI	2016-04-27	DOUG KOLASINSKI	2016-04-27
002	2014-01-01	DOUG KOLASINSKI	2015-06-02	DOUG KOLASINSKI	2015-06-02
002	2013-01-01	DOUG KOLASINSKI	2014-02-19	DOUG KOLASINSKI	2014-02-19
002	2012-01-01	DOUG KOLASINSKI	2013-09-27	DOUG KOLASINSKI	2013-09-27
002	2011-01-01	DOUG KOLASINSKI	2012-07-10
002	2010-01-01	DOUG KOLASINSKI	2011-07-26	DOUG KOLASINSKI	2011-07-26

Financial Data on ASSOCIATED COLLEGES OF THE MIDWEST TAX DEFERRED ANNUITY

Measure	Date	Value
2025 : ASSOCIATED COLLEGES OF THE MIDWEST TAX DEFERRED ANNUITY 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-17	47589
Net assets as of the end of the plan year	2025-06-17	3049364
Total assets as of the beginning of the plan year	2025-06-17	2794260
Value of plan covered by a fidelity bond	2025-06-17	13000
Participant contributions to plan in this plan year	2025-06-17	19377
Other contributions to plan in this plan year	2025-06-17	15444
Other income to plan in this plan year	2025-06-17	267872
Plan net income in this plan year	2025-06-17	255104
Net assets as of the end of the plan year	2025-06-17	3049364
Net assets as of the beginning of the plan year	2025-06-17	2794260
Employer contributions to plan in this plan year	2025-06-17	0
2024 : ASSOCIATED COLLEGES OF THE MIDWEST TAX DEFERRED ANNUITY 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-14	169722
Net assets as of the end of the plan year	2024-06-14	2794260
Total assets as of the beginning of the plan year	2024-06-14	2282706
Value of plan covered by a fidelity bond	2024-06-14	123000
Participant contributions to plan in this plan year	2024-06-14	14549
Other contributions to plan in this plan year	2024-06-14	376338
Other income to plan in this plan year	2024-06-14	290389
Plan net income in this plan year	2024-06-14	511554
Net assets as of the end of the plan year	2024-06-14	2794260
Net assets as of the beginning of the plan year	2024-06-14	2282706
Employer contributions to plan in this plan year	2024-06-14	0
2022 : ASSOCIATED COLLEGES OF THE MIDWEST TAX DEFERRED ANNUITY 2022 401k financial data
Total transfers to/from plan in this plan year	2022-06-06	0
Total expenses incurred by plan in this plan year	2022-06-06	58615
Net assets as of the end of the plan year	2022-06-06	2586164
Total assets as of the beginning of the plan year	2022-06-06	2329255
Participant contributions to plan in this plan year	2022-06-06	22515
Other expenses paid from plan in this plan year	2022-06-06	0
Other contributions to plan in this plan year	2022-06-06	1965
Other income to plan in this plan year	2022-06-06	291044
Plan net income in this plan year	2022-06-06	256909
Net assets as of the end of the plan year	2022-06-06	2586164
Net assets as of the beginning of the plan year	2022-06-06	2329255
Employer contributions to plan in this plan year	2022-06-06	0
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-06	0

Potentially related plans

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Company Name:	ASSOCIATED COLLEGES OF THE MIDWEST
Employer identification number (EIN):	362600769
NAIC Classification:	611000