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ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 401k Plan overview

Plan NameASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN
Plan identification number 003

ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY
Employer identification number (EIN):740490865
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01ANDREW ARIZPE2022-10-13 ANDREW ARIZPE2022-10-13
0032020-01-01ANDREW ARIZPE2021-10-15 ANDREW ARIZPE2021-10-15
0032019-01-01ANDREW ARIZPE2020-10-13
0032018-01-01RON SPIES2019-10-10
0032017-01-01RON SPIES2018-07-18
0032016-01-01RON SPIES
0032015-01-01
0032014-01-01RON SPIES
0032013-01-01RONALD G. SPIES RONALD G. SPIES2014-10-13
0032012-01-01RONALD G. SPIES RONALD G. SPIES2013-10-14
0032011-01-01RONALD SPIES RONALD SPIES2012-09-27
0032010-01-01RONALD G. SPIES RONALD G. SPIES2011-10-14
0032009-01-01RONALD G. SPIES RONALD G. SPIES2010-10-15

Plan Statistics for ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN

401k plan membership statisitcs for ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN

Measure Date Value
2016: ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0179
Total number of active participants reported on line 7a of the Form 55002016-01-0169
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0174
Number of participants with account balances2016-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01114
Total number of active participants reported on line 7a of the Form 55002015-01-01119
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01123
Number of participants with account balances2015-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01114
Total number of active participants reported on line 7a of the Form 55002014-01-01108
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01113
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0171
Total number of active participants reported on line 7a of the Form 55002013-01-0171
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0176
Number of participants with account balances2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0181
Total number of active participants reported on line 7a of the Form 55002012-01-0167
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0171
Number of participants with account balances2012-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0183
Total number of active participants reported on line 7a of the Form 55002011-01-0177
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0181
Number of participants with account balances2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0185
Total number of active participants reported on line 7a of the Form 55002010-01-0179
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0183
Number of participants with account balances2010-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN

Measure Date Value
2016 : ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2016 401k financial data
Total income from all sources2016-12-31$102,145
Expenses. Total of all expenses incurred2016-12-31$6,682
Benefits paid (including direct rollovers)2016-12-31$6,106
Total plan assets at end of year2016-12-31$930,849
Total plan assets at beginning of year2016-12-31$835,386
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$43,800
Other income received2016-12-31$58,345
Net income (gross income less expenses)2016-12-31$95,463
Net plan assets at end of year (total assets less liabilities)2016-12-31$930,849
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$835,386
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$576
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2015 401k financial data
Total income from all sources2015-12-31$47,836
Expenses. Total of all expenses incurred2015-12-31$9,968
Benefits paid (including direct rollovers)2015-12-31$9,310
Total plan assets at end of year2015-12-31$835,386
Total plan assets at beginning of year2015-12-31$797,518
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$25,300
Other income received2015-12-31$22,536
Net income (gross income less expenses)2015-12-31$37,868
Net plan assets at end of year (total assets less liabilities)2015-12-31$835,386
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$797,518
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$658
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2014 401k financial data
Total income from all sources2014-12-31$79,124
Expenses. Total of all expenses incurred2014-12-31$17,854
Benefits paid (including direct rollovers)2014-12-31$17,344
Total plan assets at end of year2014-12-31$797,518
Total plan assets at beginning of year2014-12-31$736,248
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$23,140
Other income received2014-12-31$55,984
Net income (gross income less expenses)2014-12-31$61,270
Net plan assets at end of year (total assets less liabilities)2014-12-31$797,518
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$736,248
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$510
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2013 401k financial data
Total income from all sources2013-12-31$171,642
Expenses. Total of all expenses incurred2013-12-31$12,246
Benefits paid (including direct rollovers)2013-12-31$11,811
Total plan assets at end of year2013-12-31$736,248
Total plan assets at beginning of year2013-12-31$576,852
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$21,320
Other income received2013-12-31$150,322
Net income (gross income less expenses)2013-12-31$159,396
Net plan assets at end of year (total assets less liabilities)2013-12-31$736,248
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$576,852
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$435
2012 : ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2012 401k financial data
Total income from all sources2012-12-31$136,889
Expenses. Total of all expenses incurred2012-12-31$18,254
Benefits paid (including direct rollovers)2012-12-31$17,940
Total plan assets at end of year2012-12-31$576,852
Total plan assets at beginning of year2012-12-31$458,217
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$20,070
Contributions received from other sources (not participants or employers)2012-12-31$7,532
Other income received2012-12-31$109,287
Net income (gross income less expenses)2012-12-31$118,635
Net plan assets at end of year (total assets less liabilities)2012-12-31$576,852
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$458,217
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$314
2011 : ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2011 401k financial data
Total income from all sources2011-12-31$-10
Expenses. Total of all expenses incurred2011-12-31$1,914
Benefits paid (including direct rollovers)2011-12-31$1,684
Total plan assets at end of year2011-12-31$458,217
Total plan assets at beginning of year2011-12-31$460,141
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$10,500
Other income received2011-12-31$-10,510
Net income (gross income less expenses)2011-12-31$-1,924
Net plan assets at end of year (total assets less liabilities)2011-12-31$458,217
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$460,141
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$230
2010 : ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2010 401k financial data
Total income from all sources2010-12-31$340,792
Expenses. Total of all expenses incurred2010-12-31$1,789
Benefits paid (including direct rollovers)2010-12-31$1,609
Total plan assets at end of year2010-12-31$460,141
Total plan assets at beginning of year2010-12-31$121,138
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$13,600
Other income received2010-12-31$327,192
Net income (gross income less expenses)2010-12-31$339,003
Net plan assets at end of year (total assets less liabilities)2010-12-31$460,141
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$121,138
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$180

Form 5500 Responses for ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN

2016: ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ASSOCIATION OF FORMER STUDENTS OF TEXAS A&M UNIVERSITY 403B PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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