401k Plan data: MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN plan

MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN 401k Plan overview

Plan Name	MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN
Plan identification number	001

MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MOUNTAIN STATE UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name: MOUNTAIN STATE UNIVERSITY

Employer identification number (EIN): 550370128

NAIC Classification: 611000

Additional information about MOUNTAIN STATE UNIVERSITY

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2016-12-15

Company Identification Number: 20161840693

Legal Registered Office Address: 1500 Pearl Street

Boulder
United States of America (USA)
80302

More information about MOUNTAIN STATE UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-09-01 STEPHANIE ALLARD STEPHANIE ALLARD 2015-04-14
001 2012-09-01 MICHELE D. SARRETT MICHELE D. SARRETT 2014-06-11
001 2011-09-01 MICHELE D. SARRETT MICHELE D. SARRETT 2013-06-11
001 2009-09-01 MICHELE D. SARRETT MICHELE D. SARRETT 2011-04-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-09-01	STEPHANIE ALLARD	STEPHANIE ALLARD	2015-04-14
001	2012-09-01	MICHELE D. SARRETT	MICHELE D. SARRETT	2014-06-11
001	2011-09-01	MICHELE D. SARRETT	MICHELE D. SARRETT	2013-06-11
001	2009-09-01	MICHELE D. SARRETT	MICHELE D. SARRETT	2011-04-15

Plan Statistics for MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN

401k plan membership statisitcs for MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN

Measure Date Value
2013: MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 373
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 0
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 0
Total of all active and inactive participants 2013-09-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 0
Number of participants with account balances 2013-09-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 455
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 7
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 366
Total of all active and inactive participants 2012-09-01 373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 373
Number of participants with account balances 2012-09-01 373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 537
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 197
Number of retired or separated participants receiving benefits 2011-09-01 0
Number of other retired or separated participants entitled to future benefits 2011-09-01 259
Total of all active and inactive participants 2011-09-01 456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 456
Number of participants with account balances 2011-09-01 443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0
2009: MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 535
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 441
Number of retired or separated participants receiving benefits 2009-09-01 0
Number of other retired or separated participants entitled to future benefits 2009-09-01 86
Total of all active and inactive participants 2009-09-01 527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 4
Total participants 2009-09-01 531
Number of participants with account balances 2009-09-01 460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 0

Measure	Date	Value
2013: MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	373
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	0
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	0
Total of all active and inactive participants	2013-09-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	0
Number of participants with account balances	2013-09-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	455
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	7
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	366
Total of all active and inactive participants	2012-09-01	373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	373
Number of participants with account balances	2012-09-01	373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	537
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	197
Number of retired or separated participants receiving benefits	2011-09-01	0
Number of other retired or separated participants entitled to future benefits	2011-09-01	259
Total of all active and inactive participants	2011-09-01	456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	456
Number of participants with account balances	2011-09-01	443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0
2009: MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	535
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	441
Number of retired or separated participants receiving benefits	2009-09-01	0
Number of other retired or separated participants entitled to future benefits	2009-09-01	86
Total of all active and inactive participants	2009-09-01	527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	4
Total participants	2009-09-01	531
Number of participants with account balances	2009-09-01	460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	0

Financial Data on MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN

Measure	Date	Value
2014 : MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$1,275,996
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$15,028,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$15,028,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$10,158
Value of total assets at end of year	2014-06-30	$0
Value of total assets at beginning of year	2014-06-30	$13,752,586
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$227,320
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-06-30	$0
Was this plan covered by a fidelity bond	2014-06-30	No
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$10,158
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$-13,752,586
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$13,752,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$6,650,776
Value of interest in pooled separate accounts at end of year	2014-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$498,780
Interest earned on other investments	2014-06-30	$227,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$6,602,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$995,333
Net investment gain/loss from pooled separate accounts	2014-06-30	$43,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$15,028,582
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2014-06-30	560747981
2013 : MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-08-31	$0
Total transfer of assets to this plan	2013-08-31	$57,297
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$0
Total income from all sources (including contributions)	2013-08-31	$1,272,637
Total loss/gain on sale of assets	2013-08-31	$0
Total of all expenses incurred	2013-08-31	$2,642,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$2,635,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$176,703
Value of total assets at end of year	2013-08-31	$13,752,586
Value of total assets at beginning of year	2013-08-31	$15,065,629
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$7,498
Total interest from all sources	2013-08-31	$271,575
Total dividends received (eg from common stock, registered investment company shares)	2013-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Was this plan covered by a fidelity bond	2013-08-31	No
If this is an individual account plan, was there a blackout period	2013-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Contributions received from participants	2013-08-31	$154,924
Participant contributions at end of year	2013-08-31	$443
Participant contributions at beginning of year	2013-08-31	$22,695
Administrative expenses (other) incurred	2013-08-31	$7,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Value of net income/loss	2013-08-31	$-1,370,340
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$13,752,586
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$15,065,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-08-31	$6,650,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-08-31	$7,595,557
Value of interest in pooled separate accounts at end of year	2013-08-31	$498,780
Value of interest in pooled separate accounts at beginning of year	2013-08-31	$541,566
Interest earned on other investments	2013-08-31	$271,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-08-31	$6,602,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-08-31	$6,883,116
Expenses. Payments to insurance carriers foe the provision of benefits	2013-08-31	$731,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-08-31	$779,716
Net investment gain/loss from pooled separate accounts	2013-08-31	$44,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	No
Was there a failure to transmit to the plan any participant contributions	2013-08-31	No
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Contributions received in cash from employer	2013-08-31	$21,779
Employer contributions (assets) at end of year	2013-08-31	$0
Employer contributions (assets) at beginning of year	2013-08-31	$22,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-31	$1,904,220
Did the plan have assets held for investment	2013-08-31	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	2013-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-08-31	Disclaimer
Accountancy firm name	2013-08-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2013-08-31	560747981
2012 : MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$0
Total income from all sources (including contributions)	2012-08-31	$2,149,324
Total loss/gain on sale of assets	2012-08-31	$0
Total of all expenses incurred	2012-08-31	$1,079,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$1,075,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$1,197,638
Value of total assets at end of year	2012-08-31	$15,065,629
Value of total assets at beginning of year	2012-08-31	$13,995,565
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-08-31	$3,474
Total interest from all sources	2012-08-31	$272,046
Total dividends received (eg from common stock, registered investment company shares)	2012-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Was this plan covered by a fidelity bond	2012-08-31	Yes
Value of fidelity bond cover	2012-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Contributions received from participants	2012-08-31	$622,139
Participant contributions at end of year	2012-08-31	$22,695
Participant contributions at beginning of year	2012-08-31	$27,100
Income. Received or receivable in cash from other sources (including rollovers)	2012-08-31	$9,611
Administrative expenses (other) incurred	2012-08-31	$3,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Value of net income/loss	2012-08-31	$1,070,064
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$15,065,629
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$13,995,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-08-31	No
Were any leases to which the plan was party in default or uncollectible	2012-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-08-31	$7,595,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-08-31	$6,940,682
Value of interest in pooled separate accounts at end of year	2012-08-31	$541,566
Value of interest in pooled separate accounts at beginning of year	2012-08-31	$513,714
Interest earned on other investments	2012-08-31	$272,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-08-31	$6,883,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-08-31	$6,486,969
Expenses. Payments to insurance carriers foe the provision of benefits	2012-08-31	$151,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-08-31	$629,831
Net investment gain/loss from pooled separate accounts	2012-08-31	$49,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	No
Was there a failure to transmit to the plan any participant contributions	2012-08-31	No
Has the plan failed to provide any benefit when due under the plan	2012-08-31	No
Contributions received in cash from employer	2012-08-31	$565,888
Employer contributions (assets) at end of year	2012-08-31	$22,695
Employer contributions (assets) at beginning of year	2012-08-31	$27,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-08-31	$924,625
Did the plan have assets held for investment	2012-08-31	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	2012-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-08-31	Disclaimer
Accountancy firm name	2012-08-31	DIXON HUGHES GOODMAN,LLP
Accountancy firm EIN	2012-08-31	560747981
2011 : MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$0
Total income from all sources (including contributions)	2011-08-31	$2,457,599
Total loss/gain on sale of assets	2011-08-31	$0
Total of all expenses incurred	2011-08-31	$770,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$768,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$1,380,674
Value of total assets at end of year	2011-08-31	$13,995,565
Value of total assets at beginning of year	2011-08-31	$12,308,411
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-31	$1,537
Total interest from all sources	2011-08-31	$247,210
Total dividends received (eg from common stock, registered investment company shares)	2011-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Was this plan covered by a fidelity bond	2011-08-31	Yes
Value of fidelity bond cover	2011-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Contributions received from participants	2011-08-31	$727,215
Participant contributions at end of year	2011-08-31	$27,100
Participant contributions at beginning of year	2011-08-31	$29,988
Administrative expenses (other) incurred	2011-08-31	$1,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Value of net income/loss	2011-08-31	$1,687,154
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$13,995,565
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$12,308,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-31	No
Were any leases to which the plan was party in default or uncollectible	2011-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-08-31	$6,940,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-08-31	$6,028,185
Value of interest in pooled separate accounts at end of year	2011-08-31	$513,714
Value of interest in pooled separate accounts at beginning of year	2011-08-31	$397,056
Interest earned on other investments	2011-08-31	$247,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-08-31	$6,486,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-08-31	$5,823,194
Expenses. Payments to insurance carriers foe the provision of benefits	2011-08-31	$93,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-08-31	$755,203
Net investment gain/loss from pooled separate accounts	2011-08-31	$74,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	No
Was there a failure to transmit to the plan any participant contributions	2011-08-31	No
Has the plan failed to provide any benefit when due under the plan	2011-08-31	No
Contributions received in cash from employer	2011-08-31	$653,459
Employer contributions (assets) at end of year	2011-08-31	$27,100
Employer contributions (assets) at beginning of year	2011-08-31	$29,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-08-31	$675,683
Did the plan have assets held for investment	2011-08-31	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	2011-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-08-31	Disclaimer
Accountancy firm name	2011-08-31	DIXON HUGHES, PLLC
Accountancy firm EIN	2011-08-31	560747981
2010 : MOUNTAIN STATE UNIVERSITY DC 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

Form 5500 Responses for MOUNTAIN STATE UNIVERSITY DC RETIREMENT PLAN

2013: MOUNTAIN STATE UNIVERSITY DC 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	Yes
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Insurance	Yes
2013-09-01	Plan benefit arrangement – Insurance	Yes
2012: MOUNTAIN STATE UNIVERSITY DC 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	No
2012-09-01	Plan funding arrangement – Insurance	Yes
2012-09-01	Plan benefit arrangement – Insurance	Yes
2011: MOUNTAIN STATE UNIVERSITY DC 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	No
2011-09-01	Plan funding arrangement – Insurance	Yes
2011-09-01	Plan benefit arrangement – Insurance	Yes
2009: MOUNTAIN STATE UNIVERSITY DC 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	No
2009-09-01	Plan funding arrangement – Insurance	Yes
2009-09-01	Plan benefit arrangement – Insurance	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MOUNTAIN STATE UNIVERSITY
Employer identification number (EIN):	550370128
NAIC Classification:	611000

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2016-12-15
Company Identification Number:	20161840693
Legal Registered Office Address:	1500 Pearl Street Boulder United States of America (USA) 80302