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Plan Name | RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | RENAISSANCE LEARNING, INC. |
Employer identification number (EIN): | 391559474 |
NAIC Classification: | 511210 |
NAIC Description: | Software Publishers |
Additional information about RENAISSANCE LEARNING, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2002-04-12 |
Company Identification Number: | 0800073621 |
Legal Registered Office Address: |
PO BOX 8036 WISC RAPIDS United States of America (USA) 54495 |
More information about RENAISSANCE LEARNING, 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 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ALLEN THURBER | |||
001 | 2016-01-01 | ALLEN THURBER | |||
001 | 2015-01-01 | ALLEN THURBER | |||
001 | 2014-01-01 | ALLEN THURBER | |||
001 | 2013-01-01 | ALLEN THURBER | |||
001 | 2012-01-01 | ALLEN THURBER | ALLEN THURBER | 2013-09-05 | |
001 | 2011-01-01 | ALLEN THURBER | |||
001 | 2009-01-01 | MARY T MINCH |
Measure | Date | Value |
---|---|---|
2022: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,797 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,808 |
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 | 539 |
Total of all active and inactive participants | 2022-01-01 | 2,347 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 2,348 |
Number of participants with account balances | 2022-01-01 | 2,289 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 148 |
2021: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,425 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,361 |
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 | 407 |
Total of all active and inactive participants | 2021-01-01 | 1,768 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 1,768 |
Number of participants with account balances | 2021-01-01 | 1,722 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 114 |
2020: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,416 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,061 |
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 | 337 |
Total of all active and inactive participants | 2020-01-01 | 1,398 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 1,398 |
Number of participants with account balances | 2020-01-01 | 1,363 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 56 |
2019: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,308 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,105 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 299 |
Total of all active and inactive participants | 2019-01-01 | 1,404 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 1,405 |
Number of participants with account balances | 2019-01-01 | 1,366 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 57 |
2018: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,165 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,023 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 269 |
Total of all active and inactive participants | 2018-01-01 | 1,292 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 1,293 |
Number of participants with account balances | 2018-01-01 | 1,264 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 87 |
2017: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1,172 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 904 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 255 |
Total of all active and inactive participants | 2017-01-01 | 1,159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 1,159 |
Number of participants with account balances | 2017-01-01 | 1,142 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 68 |
2016: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,128 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 896 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 263 |
Total of all active and inactive participants | 2016-01-01 | 1,159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 1,160 |
Number of participants with account balances | 2016-01-01 | 1,145 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 53 |
2015: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,115 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 884 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 235 |
Total of all active and inactive participants | 2015-01-01 | 1,119 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 1,119 |
Number of participants with account balances | 2015-01-01 | 1,101 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 46 |
2014: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,119 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 844 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 267 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 1,113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 1,113 |
Number of participants with account balances | 2014-01-01 | 1,093 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 52 |
2013: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,099 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 883 |
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 | 225 |
Total of all active and inactive participants | 2013-01-01 | 1,108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 1,108 |
Number of participants with account balances | 2013-01-01 | 1,087 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 34 |
2012: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,039 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 888 |
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 | 209 |
Total of all active and inactive participants | 2012-01-01 | 1,097 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 1,098 |
Number of participants with account balances | 2012-01-01 | 1,059 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 29 |
2011: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,045 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 828 |
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 | 209 |
Total of all active and inactive participants | 2011-01-01 | 1,037 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 1,038 |
Number of participants with account balances | 2011-01-01 | 1,038 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 20 |
2009: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,090 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 833 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 202 |
Total of all active and inactive participants | 2009-01-01 | 1,036 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 1,038 |
Number of participants with account balances | 2009-01-01 | 1,016 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 30 |
Measure | Date | Value |
---|---|---|
2022 : RENAISSANCE LEARNING, INC. 401(K) SAVINGS 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 | $112,193 |
Total income from all sources (including contributions) | 2022-12-31 | $7,077,841 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $14,520,302 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $14,082,996 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $34,344,152 |
Value of total assets at end of year | 2022-12-31 | $147,628,452 |
Value of total assets at beginning of year | 2022-12-31 | $155,183,106 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $437,306 |
Total interest from all sources | 2022-12-31 | $432,140 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,211,476 |
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 | $1,211,476 |
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 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $14,351,047 |
Participant contributions at end of year | 2022-12-31 | $1,217,531 |
Participant contributions at beginning of year | 2022-12-31 | $852,363 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $97,369 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $13,265,311 |
Administrative expenses (other) incurred | 2022-12-31 | $437,306 |
Total non interest bearing cash at end of year | 2022-12-31 | $32,618 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $112,332 |
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 | $-7,442,461 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $147,628,452 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $155,070,913 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $140,496,206 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $148,604,392 |
Interest on participant loans | 2022-12-31 | $364,642 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $5,882,097 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $5,457,965 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $5,457,965 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $67,498 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-28,909,927 |
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 | Yes |
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 | $6,727,794 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $58,685 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $14,082,996 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $112,193 |
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 | BDO USA, P.C. |
Accountancy firm EIN | 2022-12-31 | 135381590 |
2021 : RENAISSANCE LEARNING, INC. 401(K) SAVINGS 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 | $112,193 |
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 | $37,279,697 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $12,468,145 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $12,033,245 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $19,315,034 |
Value of total assets at end of year | 2021-12-31 | $155,183,106 |
Value of total assets at beginning of year | 2021-12-31 | $130,259,361 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $434,900 |
Total interest from all sources | 2021-12-31 | $57,863 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,046,428 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,046,428 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $10,350,994 |
Participant contributions at end of year | 2021-12-31 | $852,363 |
Participant contributions at beginning of year | 2021-12-31 | $949,353 |
Participant contributions at end of year | 2021-12-31 | $97,369 |
Participant contributions at beginning of year | 2021-12-31 | $206,626 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $4,095,474 |
Administrative expenses (other) incurred | 2021-12-31 | $434,900 |
Total non interest bearing cash at end of year | 2021-12-31 | $112,332 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $23,162 |
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 | $24,811,552 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $155,070,913 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $130,259,361 |
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 | $148,604,392 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $123,693,983 |
Interest on participant loans | 2021-12-31 | $57,364 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $5,457,965 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $5,386,237 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $5,386,237 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $499 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $15,860,372 |
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 | Yes |
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 | $4,868,566 |
Employer contributions (assets) at end of year | 2021-12-31 | $58,685 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $12,033,245 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $112,193 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2021-12-31 | 135381590 |
2020 : RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $804,436 |
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 | $29,250,145 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $13,901,367 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $13,537,452 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $10,993,133 |
Value of total assets at end of year | 2020-12-31 | $130,259,361 |
Value of total assets at beginning of year | 2020-12-31 | $114,106,147 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $363,915 |
Total interest from all sources | 2020-12-31 | $87,059 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,609,161 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,609,161 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $8,269,475 |
Participant contributions at end of year | 2020-12-31 | $949,353 |
Participant contributions at beginning of year | 2020-12-31 | $1,122,946 |
Participant contributions at end of year | 2020-12-31 | $206,626 |
Participant contributions at beginning of year | 2020-12-31 | $11,119 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,763,399 |
Administrative expenses (other) incurred | 2020-12-31 | $363,915 |
Total non interest bearing cash at end of year | 2020-12-31 | $23,162 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $357,268 |
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 | $15,348,778 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $130,259,361 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $114,106,147 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $123,693,983 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $107,795,608 |
Interest on participant loans | 2020-12-31 | $65,046 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $5,386,237 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $4,814,971 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $4,814,971 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $22,013 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $16,560,792 |
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 | Yes |
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 | $960,259 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $4,235 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $13,537,452 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2020-12-31 | 135381590 |
2019 : RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
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 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 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 | $33,994,706 |
Total income from all sources (including contributions) | 2019-12-31 | $33,994,706 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $9,863,746 |
Total of all expenses incurred | 2019-12-31 | $9,863,746 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $9,519,797 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $9,519,797 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $12,265,065 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $12,265,065 |
Value of total assets at end of year | 2019-12-31 | $114,106,147 |
Value of total assets at end of year | 2019-12-31 | $114,106,147 |
Value of total assets at beginning of year | 2019-12-31 | $89,975,187 |
Value of total assets at beginning of year | 2019-12-31 | $89,975,187 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $343,949 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $343,949 |
Total interest from all sources | 2019-12-31 | $142,462 |
Total interest from all sources | 2019-12-31 | $142,462 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,037,338 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,037,338 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,037,338 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,037,338 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $7,548,571 |
Contributions received from participants | 2019-12-31 | $7,548,571 |
Participant contributions at end of year | 2019-12-31 | $1,122,946 |
Participant contributions at end of year | 2019-12-31 | $1,122,946 |
Participant contributions at beginning of year | 2019-12-31 | $1,161,895 |
Participant contributions at beginning of year | 2019-12-31 | $1,161,895 |
Participant contributions at end of year | 2019-12-31 | $11,119 |
Participant contributions at end of year | 2019-12-31 | $11,119 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,127,207 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,127,207 |
Administrative expenses (other) incurred | 2019-12-31 | $343,949 |
Administrative expenses (other) incurred | 2019-12-31 | $343,949 |
Total non interest bearing cash at end of year | 2019-12-31 | $357,268 |
Total non interest bearing cash at end of year | 2019-12-31 | $357,268 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $15,871 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $15,871 |
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 |
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 | $24,130,960 |
Value of net income/loss | 2019-12-31 | $24,130,960 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $114,106,147 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $114,106,147 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $89,975,187 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $89,975,187 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
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 | $107,795,608 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $107,795,608 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $85,640,199 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $85,640,199 |
Interest on participant loans | 2019-12-31 | $73,189 |
Interest on participant loans | 2019-12-31 | $73,189 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $4,814,971 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $4,814,971 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $3,155,422 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $3,155,422 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $3,155,422 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $3,155,422 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $69,273 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $69,273 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $19,549,841 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $19,549,841 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $3,589,287 |
Contributions received in cash from employer | 2019-12-31 | $3,589,287 |
Employer contributions (assets) at end of year | 2019-12-31 | $4,235 |
Employer contributions (assets) at end of year | 2019-12-31 | $4,235 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,800 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,800 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,519,797 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,519,797 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BDO USA, LLP |
Accountancy firm name | 2019-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2019-12-31 | 135381590 |
Accountancy firm EIN | 2019-12-31 | 135381590 |
2018 : RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
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 | $6,714,907 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $8,207,809 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $7,887,755 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $12,987,833 |
Value of total assets at end of year | 2018-12-31 | $89,975,187 |
Value of total assets at beginning of year | 2018-12-31 | $91,468,089 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $320,054 |
Total interest from all sources | 2018-12-31 | $98,409 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,669,355 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,669,355 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $6,569,287 |
Participant contributions at end of year | 2018-12-31 | $1,161,895 |
Participant contributions at beginning of year | 2018-12-31 | $904,783 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $3,334,139 |
Administrative expenses (other) incurred | 2018-12-31 | $320,054 |
Total non interest bearing cash at end of year | 2018-12-31 | $15,871 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $10,631 |
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 | $-1,492,902 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $89,975,187 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $91,468,089 |
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 | $85,640,199 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $87,231,867 |
Interest on participant loans | 2018-12-31 | $57,574 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $3,155,422 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $3,318,893 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $3,318,893 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $40,835 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-8,040,690 |
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 | $3,084,407 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,800 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,915 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $7,887,755 |
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 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $23,148,206 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $7,031,165 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $6,748,150 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $8,782,563 |
Value of total assets at end of year | 2017-12-31 | $91,468,089 |
Value of total assets at beginning of year | 2017-12-31 | $75,351,048 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $283,015 |
Total interest from all sources | 2017-12-31 | $35,178 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,326,429 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,326,429 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $5,579,402 |
Participant contributions at end of year | 2017-12-31 | $904,783 |
Participant contributions at beginning of year | 2017-12-31 | $198,953 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $47 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $675,640 |
Administrative expenses (other) incurred | 2017-12-31 | $283,015 |
Total non interest bearing cash at end of year | 2017-12-31 | $10,631 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $7,807 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $16,117,041 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $91,468,089 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $75,351,048 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $87,231,867 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $72,850,701 |
Interest on participant loans | 2017-12-31 | $19,628 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $3,318,893 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $2,293,404 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $2,293,404 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $15,550 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $13,004,036 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,527,521 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,915 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $136 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $6,748,150 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CLIFTONLARSONALLENLLP |
Accountancy firm EIN | 2017-12-31 | 410746749 |
2016 : RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $13,636,651 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $8,115,158 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $7,874,761 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $8,239,757 |
Value of total assets at end of year | 2016-12-31 | $75,351,048 |
Value of total assets at beginning of year | 2016-12-31 | $69,829,555 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $240,397 |
Total interest from all sources | 2016-12-31 | $13,846 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,249,704 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,249,704 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $5,159,758 |
Participant contributions at end of year | 2016-12-31 | $198,953 |
Participant contributions at beginning of year | 2016-12-31 | $243,708 |
Participant contributions at end of year | 2016-12-31 | $47 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $473,225 |
Administrative expenses (other) incurred | 2016-12-31 | $240,397 |
Total non interest bearing cash at end of year | 2016-12-31 | $7,807 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $25,513 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $5,521,493 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $75,351,048 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $69,829,555 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $72,850,701 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $67,226,593 |
Interest on participant loans | 2016-12-31 | $7,559 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $2,293,404 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $2,332,529 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $2,332,529 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $6,287 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $4,133,344 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,606,774 |
Employer contributions (assets) at end of year | 2016-12-31 | $136 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,212 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $7,874,761 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLIFTONLARSONALLENLLP |
Accountancy firm EIN | 2016-12-31 | 410746749 |
2015 : RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $7,931,773 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $12,782,662 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $12,534,444 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $7,898,240 |
Value of total assets at end of year | 2015-12-31 | $69,829,555 |
Value of total assets at beginning of year | 2015-12-31 | $74,680,444 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $248,218 |
Total interest from all sources | 2015-12-31 | $7,344 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,173,547 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,173,547 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $4,692,494 |
Participant contributions at end of year | 2015-12-31 | $243,708 |
Participant contributions at beginning of year | 2015-12-31 | $195,288 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,011,420 |
Administrative expenses (other) incurred | 2015-12-31 | $248,218 |
Total non interest bearing cash at end of year | 2015-12-31 | $25,513 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $1,773 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-4,850,889 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $69,829,555 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $74,680,444 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $67,226,593 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $71,562,263 |
Interest on participant loans | 2015-12-31 | $6,892 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $2,332,529 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $2,920,469 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $2,920,469 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $452 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,147,358 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,194,326 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,212 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $651 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $12,534,444 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2015-12-31 | 410746749 |
2014 : RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $11,797,894 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $6,807,934 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,566,186 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $7,168,568 |
Value of total assets at end of year | 2014-12-31 | $74,680,444 |
Value of total assets at beginning of year | 2014-12-31 | $69,690,484 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $241,748 |
Total interest from all sources | 2014-12-31 | $7,304 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,154,766 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,154,766 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $4,383,226 |
Participant contributions at end of year | 2014-12-31 | $195,288 |
Participant contributions at beginning of year | 2014-12-31 | $250,897 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $549,374 |
Administrative expenses (other) incurred | 2014-12-31 | $241,748 |
Total non interest bearing cash at end of year | 2014-12-31 | $1,773 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $5,186 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $4,989,960 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $74,680,444 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $69,690,484 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $71,562,263 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $67,031,087 |
Interest on participant loans | 2014-12-31 | $7,061 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $2,920,469 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,403,307 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,403,307 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $243 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $3,467,256 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,235,968 |
Employer contributions (assets) at end of year | 2014-12-31 | $651 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $7 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,566,186 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2014-12-31 | 410746749 |
2013 : RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $18,698,698 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,922,538 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,711,678 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $6,255,044 |
Value of total assets at end of year | 2013-12-31 | $69,690,484 |
Value of total assets at beginning of year | 2013-12-31 | $53,914,324 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $210,860 |
Total interest from all sources | 2013-12-31 | $8,048 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $978,859 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $978,859 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $3,987,696 |
Participant contributions at end of year | 2013-12-31 | $250,897 |
Participant contributions at beginning of year | 2013-12-31 | $214,930 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $278,921 |
Administrative expenses (other) incurred | 2013-12-31 | $210,860 |
Total non interest bearing cash at end of year | 2013-12-31 | $5,186 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $728 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $15,776,160 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $69,690,484 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $53,914,324 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $67,031,087 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $52,117,656 |
Interest on participant loans | 2013-12-31 | $7,719 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,403,307 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,581,002 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,581,002 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $329 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $11,456,747 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,988,427 |
Employer contributions (assets) at end of year | 2013-12-31 | $7 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $8 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,711,678 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2013-12-31 | 410746749 |
2012 : RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 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 | $11,744,815 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $4,077,880 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,895,494 |
Value of total corrective distributions | 2012-12-31 | $847 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $5,611,965 |
Value of total assets at end of year | 2012-12-31 | $53,914,324 |
Value of total assets at beginning of year | 2012-12-31 | $46,247,389 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $181,539 |
Total interest from all sources | 2012-12-31 | $8,361 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $942,986 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $942,986 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $3,655,694 |
Participant contributions at end of year | 2012-12-31 | $214,930 |
Participant contributions at beginning of year | 2012-12-31 | $223,821 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $107,251 |
Administrative expenses (other) incurred | 2012-12-31 | $181,539 |
Total non interest bearing cash at end of year | 2012-12-31 | $728 |
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 | $7,666,935 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $53,914,324 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $46,247,389 |
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 | $52,117,656 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $44,293,732 |
Interest on participant loans | 2012-12-31 | $7,368 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,581,002 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,729,819 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,729,819 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $993 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $5,181,503 |
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 | No |
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 | $1,849,020 |
Employer contributions (assets) at end of year | 2012-12-31 | $8 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $17 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,895,494 |
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 | 2012-12-31 | No |
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 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2012-12-31 | 410746749 |
2011 : RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 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 | $3,889,184 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,523,796 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,357,992 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,416,286 |
Value of total assets at end of year | 2011-12-31 | $46,247,389 |
Value of total assets at beginning of year | 2011-12-31 | $44,882,001 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $165,804 |
Total interest from all sources | 2011-12-31 | $7,706 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $836,091 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $836,091 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
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 | $3,613,118 |
Participant contributions at end of year | 2011-12-31 | $223,821 |
Participant contributions at beginning of year | 2011-12-31 | $174,124 |
Participant contributions at beginning of year | 2011-12-31 | $218 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $24,511 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $8,574 |
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 | $1,365,388 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $46,247,389 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $44,882,001 |
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 |
Investment advisory and management fees | 2011-12-31 | $165,804 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $44,293,732 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $43,224,112 |
Interest on participant loans | 2011-12-31 | $6,987 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,729,819 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,474,973 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,474,973 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $719 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,370,899 |
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 | No |
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 | $1,778,657 |
Employer contributions (assets) at end of year | 2011-12-31 | $17 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,357,992 |
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 | 2011-12-31 | Yes |
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 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2011-12-31 | 410746749 |
2010 : RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $10,780,950 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $3,307,575 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,161,624 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $1,858 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,294,814 |
Value of total assets at end of year | 2010-12-31 | $44,882,001 |
Value of total assets at beginning of year | 2010-12-31 | $37,408,626 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $144,093 |
Total interest from all sources | 2010-12-31 | $7,403 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $636,516 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $636,516 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $3,491,333 |
Participant contributions at end of year | 2010-12-31 | $174,124 |
Participant contributions at beginning of year | 2010-12-31 | $121,345 |
Participant contributions at end of year | 2010-12-31 | $218 |
Participant contributions at beginning of year | 2010-12-31 | $331 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $79,113 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $8,574 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $8,109 |
Administrative expenses (other) incurred | 2010-12-31 | $15 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $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 | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $7,473,375 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $44,882,001 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $37,408,626 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $144,078 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $43,224,112 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $35,766,393 |
Interest on participant loans | 2010-12-31 | $5,896 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,474,973 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,512,105 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,512,105 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $1,507 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,842,217 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,724,368 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $343 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,161,624 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | CLIFTON GUNDERSON LLP |
Accountancy firm EIN | 2010-12-31 | 370820286 |
2022: RENAISSANCE LEARNING, INC. 401(K) SAVINGS 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: RENAISSANCE LEARNING, INC. 401(K) SAVINGS 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: RENAISSANCE LEARNING, INC. 401(K) SAVINGS 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: RENAISSANCE LEARNING, INC. 401(K) SAVINGS 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: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: RENAISSANCE LEARNING, INC. 401(K) SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |