KANSAS CITY UNIVERSITY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KANSAS CITY U OF MEDICINE AND BIOSCIENCES TDA PLAN
401k plan membership statisitcs for KANSAS CITY U OF MEDICINE AND BIOSCIENCES TDA PLAN
Measure | Date | Value |
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2015 : KANSAS CITY U OF MEDICINE AND BIOSCIENCES TDA PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-09-30 | $0 |
Total transfer of assets from this plan | 2015-09-30 | $9,261,055 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $0 |
Total income from all sources (including contributions) | 2015-09-30 | $519,102 |
Total loss/gain on sale of assets | 2015-09-30 | $0 |
Total of all expenses incurred | 2015-09-30 | $640,478 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $640,478 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $457,102 |
Value of total assets at end of year | 2015-09-30 | $0 |
Value of total assets at beginning of year | 2015-09-30 | $9,382,431 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $0 |
Total interest from all sources | 2015-09-30 | $103,824 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-09-30 | $7,381 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2015-09-30 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-09-30 | $7,381 |
Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
Value of fidelity bond cover | 2015-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-09-30 | $457,102 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Value of net income/loss | 2015-09-30 | $-121,376 |
Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $9,382,431 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-09-30 | $5,060,771 |
Value of interest in pooled separate accounts at end of year | 2015-09-30 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-09-30 | $323,874 |
Interest earned on other investments | 2015-09-30 | $103,824 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-09-30 | $3,997,786 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-09-30 | $-69,250 |
Net investment gain/loss from pooled separate accounts | 2015-09-30 | $20,045 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $640,478 |
Did the plan have assets held for investment | 2015-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Disclaimer |
Accountancy firm name | 2015-09-30 | BKD, LLP |
Accountancy firm EIN | 2015-09-30 | 440160260 |
2014 : KANSAS CITY U OF MEDICINE AND BIOSCIENCES TDA PLAN 2014 401k financial data |
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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 | $1,121,135 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $986,664 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $986,664 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $629,061 |
Value of total assets at end of year | 2014-12-31 | $9,382,431 |
Value of total assets at beginning of year | 2014-12-31 | $9,247,960 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $134,709 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $61,660 |
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 | $61,660 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $337,989 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $291,072 |
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 | $134,471 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,382,431 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,247,960 |
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 | $5,060,771 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,047,929 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $323,874 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $315,616 |
Interest earned on other investments | 2014-12-31 | $134,709 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $3,997,786 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $3,884,415 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $258,701 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $37,004 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $986,664 |
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 | BKD, LLP |
Accountancy firm EIN | 2014-12-31 | 440160260 |
2013 : KANSAS CITY U OF MEDICINE AND BIOSCIENCES TDA PLAN 2013 401k financial data |
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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 | $1,488,155 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $514,650 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $514,650 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $474,471 |
Value of total assets at end of year | 2013-12-31 | $9,247,960 |
Value of total assets at beginning of year | 2013-12-31 | $8,274,455 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $131,202 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $66,984 |
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 | $66,984 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $362,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $112,471 |
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 | $973,505 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $9,247,960 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,274,455 |
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 | $5,047,929 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,193,239 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $315,616 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $251,561 |
Interest earned on other investments | 2013-12-31 | $131,202 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $3,884,415 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $3,829,655 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $788,411 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $27,087 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $514,650 |
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 | BKD, LLP |
Accountancy firm EIN | 2013-12-31 | 440160260 |
2012 : KANSAS CITY U OF MEDICINE AND BIOSCIENCES TDA PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $15,699 |
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 | $1,430,364 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $327,306 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $327,306 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $788,712 |
Value of total assets at end of year | 2012-12-31 | $8,274,455 |
Value of total assets at beginning of year | 2012-12-31 | $7,155,698 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $126,312 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $37,429 |
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 | $37,429 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $367,439 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $421,273 |
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 | $1,103,058 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $8,274,455 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,155,698 |
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 | $4,193,239 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,693,228 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $251,561 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $224,465 |
Interest earned on other investments | 2012-12-31 | $126,312 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $3,829,655 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $3,238,005 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $16,015 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $454,978 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $22,933 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $311,291 |
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 | BKD, LLP |
Accountancy firm EIN | 2012-12-31 | 440160260 |
2011 : KANSAS CITY U OF MEDICINE AND BIOSCIENCES TDA PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $1,664 |
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 | $476,403 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $257,524 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $257,524 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $367,545 |
Value of total assets at end of year | 2011-12-31 | $7,155,698 |
Value of total assets at beginning of year | 2011-12-31 | $6,935,155 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $109,429 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $18,574 |
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 | $18,574 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $305,765 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $61,780 |
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 | $218,879 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $7,155,698 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,935,155 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,693,228 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,636,108 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $224,465 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $179,790 |
Interest earned on other investments | 2011-12-31 | $109,429 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $3,238,005 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $3,119,257 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-44,133 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $24,988 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $257,524 |
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 | BKD, LLP |
Accountancy firm EIN | 2011-12-31 | 440160260 |
2010 : KANSAS CITY U OF MEDICINE AND BIOSCIENCES TDA PLAN 2010 401k financial data |
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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 | $852,449 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $978,013 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $978,013 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $351,523 |
Value of total assets at end of year | 2010-12-31 | $6,935,155 |
Value of total assets at beginning of year | 2010-12-31 | $7,060,719 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $100,618 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $10,243 |
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 | $10,243 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $343,694 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $7,829 |
Other income not declared elsewhere | 2010-12-31 | $3,899 |
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 | $-125,564 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $6,935,155 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,060,719 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,636,108 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,455,096 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $179,790 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $153,505 |
Interest earned on other investments | 2010-12-31 | $100,618 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $3,119,257 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $3,452,118 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $299,508 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $365,183 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $20,983 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $678,505 |
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 | BKD, LLP |
Accountancy firm EIN | 2010-12-31 | 440160260 |
2009 : KANSAS CITY U OF MEDICINE AND BIOSCIENCES TDA PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |