EDUCATION & RESEARCH CONSORTIUM OF THE WESTERN CAROLINAS INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EDUCATION & RESEARCH CONSORTIUM OF THE WESTERN
401k plan membership statisitcs for EDUCATION & RESEARCH CONSORTIUM OF THE WESTERN
| Measure | Date | Value |
|---|
| 2022: EDUCATION & RESEARCH CONSORTIUM OF THE WESTERN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-05-17 | 31 |
| Total number of particpants at end of year | 2022-05-17 | 0 |
| Number of Participants With Account Balances | 2022-05-17 | 0 |
| 2011: EDUCATION & RESEARCH CONSORTIUM OF THE WESTERN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 27 |
| 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 | 10 |
| Total of all active and inactive participants | 2011-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 37 |
| Number of participants with account balances | 2011-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: EDUCATION & RESEARCH CONSORTIUM OF THE WESTERN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 10 |
| Total of all active and inactive participants | 2010-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 35 |
| Number of participants with account balances | 2010-01-01 | 31 |
| 2009: EDUCATION & RESEARCH CONSORTIUM OF THE WESTERN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 11 |
| Total of all active and inactive participants | 2009-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 35 |
| Number of participants with account balances | 2009-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 32 |
| Measure | Date | Value |
|---|
| 2022 : EDUCATION & RESEARCH CONSORTIUM OF THE WESTERN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-17 | 2619484 |
| Net assets as of the end of the plan year | 2022-05-17 | 0 |
| Total assets as of the beginning of the plan year | 2022-05-17 | 2292833 |
| Value of plan covered by a fidelity bond | 2022-05-17 | 500000 |
| Participant contributions to plan in this plan year | 2022-05-17 | 37379 |
| Value of participant loans at end of plan year | 2022-05-17 | 0 |
| Other income to plan in this plan year | 2022-05-17 | 257573 |
| Plan net income in this plan year | 2022-05-17 | -2292833 |
| Net assets as of the end of the plan year | 2022-05-17 | 0 |
| Net assets as of the beginning of the plan year | 2022-05-17 | 2292833 |
| Employer contributions to plan in this plan year | 2022-05-17 | 31699 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-17 | 5658 |
| 2011 : EDUCATION & RESEARCH CONSORTIUM OF THE WESTERN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $131,475 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $6,550 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $6,550 |
| Total plan assets at end of year | 2011-12-31 | $886,771 |
| Total plan assets at beginning of year | 2011-12-31 | $761,846 |
| Total contributions received or receivable from participants | 2011-12-31 | $30,111 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $62,000 |
| Other income received | 2011-12-31 | $13,499 |
| Net income (gross income less expenses) | 2011-12-31 | $124,925 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $886,771 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $761,846 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $25,865 |
| 2010 : EDUCATION & RESEARCH CONSORTIUM OF THE WESTERN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $112,243 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $20,679 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $20,679 |
| Total plan assets at end of year | 2010-12-31 | $761,846 |
| Total plan assets at beginning of year | 2010-12-31 | $670,282 |
| Total contributions received or receivable from participants | 2010-12-31 | $28,704 |
| Other income received | 2010-12-31 | $60,411 |
| Net income (gross income less expenses) | 2010-12-31 | $91,564 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $761,846 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $670,282 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $23,128 |
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