WEST VIRGINIA EDUCATION ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2023 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2023-03-28 | 0 |
| Total expenses incurred by plan in this plan year | 2023-03-28 | 1033478 |
| Net assets as of the end of the plan year | 2023-03-28 | 10002868 |
| Total assets as of the beginning of the plan year | 2023-03-28 | 12322981 |
| Value of plan covered by a fidelity bond | 2023-03-28 | 500000 |
| Other expenses paid from plan in this plan year | 2023-03-28 | 3010 |
| Other income to plan in this plan year | 2023-03-28 | -1386635 |
| Plan net income in this plan year | 2023-03-28 | -2320113 |
| Net assets as of the end of the plan year | 2023-03-28 | 10002868 |
| Net assets as of the beginning of the plan year | 2023-03-28 | 12322981 |
| Employer contributions to plan in this plan year | 2023-03-28 | 100000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-03-28 | 78555 |
| 2015 : WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-08-31 | $546,930 |
| Expenses. Total of all expenses incurred | 2015-08-31 | $743,531 |
| Benefits paid (including direct rollovers) | 2015-08-31 | $679,894 |
| Total plan assets at end of year | 2015-08-31 | $8,283,654 |
| Total plan assets at beginning of year | 2015-08-31 | $8,480,255 |
| Value of fidelity bond covering the plan | 2015-08-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2015-08-31 | $63,637 |
| Other income received | 2015-08-31 | $-65,071 |
| Net income (gross income less expenses) | 2015-08-31 | $-196,601 |
| Net plan assets at end of year (total assets less liabilities) | 2015-08-31 | $8,283,654 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-08-31 | $8,480,255 |
| Total contributions received or receivable from employer(s) | 2015-08-31 | $612,001 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-08-31 | $0 |
| 2014 : WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-08-31 | $1,671,902 |
| Expenses. Total of all expenses incurred | 2014-08-31 | $665,399 |
| Benefits paid (including direct rollovers) | 2014-08-31 | $619,025 |
| Total plan assets at end of year | 2014-08-31 | $8,480,255 |
| Total plan assets at beginning of year | 2014-08-31 | $7,473,752 |
| Value of fidelity bond covering the plan | 2014-08-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2014-08-31 | $10,127 |
| Other income received | 2014-08-31 | $1,059,902 |
| Net income (gross income less expenses) | 2014-08-31 | $1,006,503 |
| Net plan assets at end of year (total assets less liabilities) | 2014-08-31 | $8,480,255 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-08-31 | $7,473,752 |
| Total contributions received or receivable from employer(s) | 2014-08-31 | $612,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-08-31 | $36,247 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-08-31 | $0 |
| 2013 : WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-08-31 | $1,359,123 |
| Expenses. Total of all expenses incurred | 2013-08-31 | $648,377 |
| Benefits paid (including direct rollovers) | 2013-08-31 | $598,929 |
| Total plan assets at end of year | 2013-08-31 | $7,473,752 |
| Total plan assets at beginning of year | 2013-08-31 | $6,763,006 |
| Value of fidelity bond covering the plan | 2013-08-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2013-08-31 | $49,448 |
| Other income received | 2013-08-31 | $747,123 |
| Net income (gross income less expenses) | 2013-08-31 | $710,746 |
| Net plan assets at end of year (total assets less liabilities) | 2013-08-31 | $7,473,752 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-08-31 | $6,763,006 |
| Total contributions received or receivable from employer(s) | 2013-08-31 | $612,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-08-31 | $0 |
| 2012 : WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-08-31 | $1,109,255 |
| Expenses. Total of all expenses incurred | 2012-08-31 | $664,603 |
| Benefits paid (including direct rollovers) | 2012-08-31 | $620,882 |
| Total plan assets at end of year | 2012-08-31 | $6,763,006 |
| Total plan assets at beginning of year | 2012-08-31 | $6,318,354 |
| Value of fidelity bond covering the plan | 2012-08-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2012-08-31 | $43,721 |
| Other income received | 2012-08-31 | $499,785 |
| Net income (gross income less expenses) | 2012-08-31 | $444,652 |
| Net plan assets at end of year (total assets less liabilities) | 2012-08-31 | $6,763,006 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-08-31 | $6,318,354 |
| Total contributions received or receivable from employer(s) | 2012-08-31 | $609,470 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-08-31 | $0 |
| 2011 : WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-08-31 | $1,217,350 |
| Expenses. Total of all expenses incurred | 2011-08-31 | $655,933 |
| Benefits paid (including direct rollovers) | 2011-08-31 | $616,663 |
| Total plan assets at end of year | 2011-08-31 | $6,318,354 |
| Total plan assets at beginning of year | 2011-08-31 | $5,756,937 |
| Value of fidelity bond covering the plan | 2011-08-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2011-08-31 | $39,270 |
| Other income received | 2011-08-31 | $616,410 |
| Net income (gross income less expenses) | 2011-08-31 | $561,417 |
| Net plan assets at end of year (total assets less liabilities) | 2011-08-31 | $6,318,354 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-08-31 | $5,756,937 |
| Total contributions received or receivable from employer(s) | 2011-08-31 | $600,940 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-08-31 | $0 |
| 2010 : WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-08-31 | $0 |
| 2014: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-09-01 | Type of plan entity | Single employer plan |
| 2014-09-01 | Submission has been amended | No |
| 2014-09-01 | This submission is the final filing | No |
| 2014-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-09-01 | Plan is a collectively bargained plan | Yes |
| 2014-09-01 | Plan funding arrangement – Trust | Yes |
| 2014-09-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-09-01 | Type of plan entity | Single employer plan |
| 2013-09-01 | Submission has been amended | No |
| 2013-09-01 | This submission is the final filing | No |
| 2013-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-09-01 | Plan is a collectively bargained plan | Yes |
| 2013-09-01 | Plan funding arrangement – Trust | Yes |
| 2013-09-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-09-01 | Type of plan entity | Single employer plan |
| 2012-09-01 | Submission has been amended | No |
| 2012-09-01 | This submission is the final filing | No |
| 2012-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-09-01 | Plan is a collectively bargained plan | Yes |
| 2012-09-01 | Plan funding arrangement – Trust | Yes |
| 2012-09-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-09-01 | Type of plan entity | Single employer plan |
| 2011-09-01 | Submission has been amended | No |
| 2011-09-01 | This submission is the final filing | No |
| 2011-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-09-01 | Plan is a collectively bargained plan | Yes |
| 2011-09-01 | Plan funding arrangement – Trust | Yes |
| 2011-09-01 | Plan benefit arrangement - Trust | Yes |
| 2010: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-09-01 | Type of plan entity | Single employer plan |
| 2010-09-01 | Submission has been amended | No |
| 2010-09-01 | This submission is the final filing | No |
| 2010-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-09-01 | Plan is a collectively bargained plan | Yes |
| 2010-09-01 | Plan funding arrangement – Trust | Yes |
| 2010-09-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WEST VIRGINIA EDUCATION ASSOCIATION STAFF RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-09-01 | Type of plan entity | Single employer plan |
| 2009-09-01 | Submission has been amended | No |
| 2009-09-01 | This submission is the final filing | No |
| 2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-09-01 | Plan is a collectively bargained plan | Yes |
| 2009-09-01 | Plan funding arrangement – Trust | Yes |
| 2009-09-01 | Plan benefit arrangement - Trust | Yes |
