| Plan Name | ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS |
| Employer identification number (EIN): | 742119788 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 1980-04-01 |
| Company Identification Number: | 0051339601 |
| Legal Registered Office Address: |
305 E HUNTLAND DR STE 300 AUSTIN United States of America (USA) 78752 |
More information about ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | AMANDA BERNSTEIN | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | AMANDA BERNSTEIN | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | AMANDA BERNSTEIN | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | AMANDA BERNSTEIN | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | AMANDA BERNSTEIN | |||
| 001 | 2017-01-01 | ELIZABETH MONAGHAN | |||
| 001 | 2016-01-01 | ELIZABETH MONAGHAN | |||
| 001 | 2015-01-01 | ELIZABETH MONAGHAN | |||
| 001 | 2014-01-01 | ELIZABETH MONAGHAN | |||
| 001 | 2013-01-01 | ELIZABETH MONAGHAN | |||
| 001 | 2012-01-01 | ALAN BOOKMAN | DOUG ROGERS | 2013-04-24 | |
| 001 | 2011-01-01 | ALAN BOOKMAN | DOUG ROGERS | 2012-06-05 | |
| 001 | 2009-01-01 | DOUG ROGERS | ALAN BOOKMAN | 2010-04-30 |
| Measure | Date | Value |
|---|---|---|
| 2024 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2024 401k financial data | ||
| Transfers to/from the plan | 2024-01-01 | $0 |
| Total plan liabilities at end of year | 2024-01-01 | $0 |
| Total plan liabilities at beginning of year | 2024-01-01 | $0 |
| Total income from all sources | 2024-01-01 | $2,885,942 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $1,351,991 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $1,359,029 |
| Total plan assets at end of year | 2024-01-01 | $15,723,726 |
| Total plan assets at beginning of year | 2024-01-01 | $14,189,775 |
| Value of fidelity bond covering the plan | 2024-01-01 | $3,000,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $402,896 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $146,158 |
| Other income received | 2024-01-01 | $1,938,825 |
| Noncash contributions received | 2024-01-01 | $0 |
| Net income (gross income less expenses) | 2024-01-01 | $1,533,951 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $15,723,726 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $14,189,775 |
| Assets. Value of participant loans | 2024-01-01 | $170,200 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $398,063 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $-7,038 |
| 2023 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2023 401k financial data | ||
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $3,001,768 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $1,214,526 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $1,220,932 |
| Total plan assets at end of year | 2023-12-31 | $14,189,775 |
| Total plan assets at beginning of year | 2023-12-31 | $12,402,533 |
| Value of fidelity bond covering the plan | 2023-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $382,837 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $2,309,542 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $1,787,242 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $14,189,775 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $12,402,533 |
| Assets. Value of participant loans | 2023-12-31 | $192,371 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $309,389 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $1,207 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $-7,613 |
| 2022 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2022 401k financial data | ||
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-1,928,380 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $436,911 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $441,182 |
| Total plan assets at end of year | 2022-12-31 | $12,402,533 |
| Total plan assets at beginning of year | 2022-12-31 | $14,767,824 |
| Value of fidelity bond covering the plan | 2022-12-31 | $3,000,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $371,699 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-2,633,098 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,365,291 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $12,402,533 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $14,767,824 |
| Assets. Value of participant loans | 2022-12-31 | $143,621 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $333,019 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $-4,271 |
| 2021 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2021 401k financial data | ||
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $2,661,049 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $795,728 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $793,951 |
| Total plan assets at end of year | 2021-12-31 | $14,767,824 |
| Total plan assets at beginning of year | 2021-12-31 | $12,902,503 |
| Value of fidelity bond covering the plan | 2021-12-31 | $3,000,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $371,752 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $1,914,738 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $1,865,321 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $14,767,824 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $12,902,503 |
| Assets. Value of participant loans | 2021-12-31 | $73,536 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $374,559 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,777 |
| 2020 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2020 401k financial data | ||
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $2,598,993 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,829,257 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,825,613 |
| Total plan assets at end of year | 2020-12-31 | $12,902,503 |
| Total plan assets at beginning of year | 2020-12-31 | $12,132,767 |
| Value of fidelity bond covering the plan | 2020-12-31 | $3,000,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $334,533 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $1,920,939 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $769,736 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $12,902,503 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,132,767 |
| Assets. Value of participant loans | 2020-12-31 | $89,966 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $343,521 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $1,970 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,674 |
| 2019 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2019 401k financial data | ||
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $3,044,057 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $808,924 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $807,012 |
| Total plan assets at end of year | 2019-12-31 | $12,132,767 |
| Total plan assets at beginning of year | 2019-12-31 | $9,897,634 |
| Value of fidelity bond covering the plan | 2019-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $336,547 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $2,355,397 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $2,235,133 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $12,132,767 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,897,634 |
| Assets. Value of participant loans | 2019-12-31 | $103,055 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $352,113 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,912 |
| 2018 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2018 401k financial data | ||
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-6,310 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $552,265 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $551,294 |
| Total plan assets at end of year | 2018-12-31 | $9,897,634 |
| Total plan assets at beginning of year | 2018-12-31 | $10,456,209 |
| Value of fidelity bond covering the plan | 2018-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $322,042 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $48,000 |
| Other income received | 2018-12-31 | $-730,047 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-558,575 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $9,897,634 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,456,209 |
| Assets. Value of participant loans | 2018-12-31 | $92,825 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $353,695 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $971 |
| 2017 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2017 401k financial data | ||
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $2,225,897 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $465,480 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $464,892 |
| Total plan assets at end of year | 2017-12-31 | $10,456,209 |
| Total plan assets at beginning of year | 2017-12-31 | $8,695,792 |
| Value of fidelity bond covering the plan | 2017-12-31 | $3,000,000 |
| Assets. Value of tangible personal property | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $314,623 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $22,144 |
| Other income received | 2017-12-31 | $1,547,394 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $1,760,417 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $10,456,209 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,695,792 |
| Assets. Value of participant loans | 2017-12-31 | $134,777 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
| Assets. Value of employer securities | 2017-12-31 | $0 |
| Assets. Value of employer real property | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $341,736 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $588 |
| 2016 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2016 401k financial data | ||
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $1,261,598 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $761,439 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $759,558 |
| Total plan assets at end of year | 2016-12-31 | $8,695,792 |
| Total plan assets at beginning of year | 2016-12-31 | $8,195,633 |
| Value of fidelity bond covering the plan | 2016-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $277,652 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $40,770 |
| Other income received | 2016-12-31 | $659,711 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $500,159 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $8,695,792 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,195,633 |
| Assets. Value of participant loans | 2016-12-31 | $134,310 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $283,465 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,881 |
| 2015 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2015 401k financial data | ||
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $509,961 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $669,376 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $668,857 |
| Total plan assets at end of year | 2015-12-31 | $8,195,633 |
| Total plan assets at beginning of year | 2015-12-31 | $8,355,048 |
| Value of fidelity bond covering the plan | 2015-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $285,599 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $967 |
| Other income received | 2015-12-31 | $-82,591 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-159,415 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $8,195,633 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,355,048 |
| Assets. Value of participant loans | 2015-12-31 | $109,042 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $305,986 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $519 |
| 2014 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2014 401k financial data | ||
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $1,127,844 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $890,987 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $890,082 |
| Total plan assets at end of year | 2014-12-31 | $8,355,048 |
| Total plan assets at beginning of year | 2014-12-31 | $8,118,191 |
| Value of fidelity bond covering the plan | 2014-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $289,155 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $35,098 |
| Other income received | 2014-12-31 | $507,412 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $236,857 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $8,355,048 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,118,191 |
| Assets. Value of participant loans | 2014-12-31 | $150,256 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $296,179 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $905 |
| 2013 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2013 401k financial data | ||
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $2,122,410 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,859,659 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,857,021 |
| Total plan assets at end of year | 2013-12-31 | $8,118,191 |
| Total plan assets at beginning of year | 2013-12-31 | $7,855,440 |
| Value of fidelity bond covering the plan | 2013-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $292,705 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $298 |
| Other income received | 2013-12-31 | $1,507,905 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $262,751 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $8,118,191 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,855,440 |
| Assets. Value of participant loans | 2013-12-31 | $88,120 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $321,502 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,638 |
| 2012 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $1,516,650 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $901,103 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $897,699 |
| Total plan assets at end of year | 2012-12-31 | $7,855,440 |
| Total plan assets at beginning of year | 2012-12-31 | $7,239,893 |
| Value of fidelity bond covering the plan | 2012-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $278,216 |
| Other income received | 2012-12-31 | $939,009 |
| Net income (gross income less expenses) | 2012-12-31 | $615,547 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $7,855,440 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,239,893 |
| Assets. Value of participant loans | 2012-12-31 | $134,249 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $299,425 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $3,404 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $406,229 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $4,146 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,265 |
| Total plan assets at end of year | 2011-12-31 | $7,239,893 |
| Total plan assets at beginning of year | 2011-12-31 | $6,837,810 |
| Value of fidelity bond covering the plan | 2011-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $277,162 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $29,150 |
| Other income received | 2011-12-31 | $-198,420 |
| Net income (gross income less expenses) | 2011-12-31 | $402,083 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $7,239,893 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,837,810 |
| Assets. Value of participant loans | 2011-12-31 | $114,909 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $298,337 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,881 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $1,381,813 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,077,652 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,074,885 |
| Total plan assets at end of year | 2010-12-31 | $6,837,810 |
| Total plan assets at beginning of year | 2010-12-31 | $6,533,649 |
| Value of fidelity bond covering the plan | 2010-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $268,069 |
| Other income received | 2010-12-31 | $812,619 |
| Net income (gross income less expenses) | 2010-12-31 | $304,161 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,837,810 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,533,649 |
| Assets. Value of participant loans | 2010-12-31 | $86,383 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $301,125 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,767 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |