OREGON STATE UNIVERSITY BOOKSTORE, has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN
401k plan membership statisitcs for OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN
Measure | Date | Value |
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2016: OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 35 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 11 |
Total of all active and inactive participants | 2016-07-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 50 |
Number of participants with account balances | 2016-07-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 1 |
2015: OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 36 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 14 |
Total of all active and inactive participants | 2015-07-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 52 |
Number of participants with account balances | 2015-07-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
2014: OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 34 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 12 |
Total of all active and inactive participants | 2014-07-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 51 |
Number of participants with account balances | 2014-07-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 1 |
2013: OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 36 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 17 |
Total of all active and inactive participants | 2013-07-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 57 |
Number of participants with account balances | 2013-07-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 5 |
2012: OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 59 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 11 |
Total of all active and inactive participants | 2012-07-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 74 |
Number of participants with account balances | 2012-07-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
Measure | Date | Value |
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2017 : OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-06-30 | $605,988 |
Expenses. Total of all expenses incurred | 2017-06-30 | $262,210 |
Benefits paid (including direct rollovers) | 2017-06-30 | $260,750 |
Total plan assets at end of year | 2017-06-30 | $4,163,376 |
Total plan assets at beginning of year | 2017-06-30 | $3,819,598 |
Value of fidelity bond covering the plan | 2017-06-30 | $500,000 |
Total contributions received or receivable from participants | 2017-06-30 | $117,012 |
Expenses. Other expenses not covered elsewhere | 2017-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2017-06-30 | $0 |
Other income received | 2017-06-30 | $412,721 |
Net income (gross income less expenses) | 2017-06-30 | $343,778 |
Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $4,163,376 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $3,819,598 |
Total contributions received or receivable from employer(s) | 2017-06-30 | $76,255 |
Value of certain deemed distributions of participant loans | 2017-06-30 | $0 |
Value of corrective distributions | 2017-06-30 | $220 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $1,240 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-06-30 | $0 |
2016 : OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-06-30 | $201,402 |
Expenses. Total of all expenses incurred | 2016-06-30 | $704,497 |
Benefits paid (including direct rollovers) | 2016-06-30 | $703,066 |
Total plan assets at end of year | 2016-06-30 | $3,819,598 |
Total plan assets at beginning of year | 2016-06-30 | $4,322,693 |
Value of fidelity bond covering the plan | 2016-06-30 | $500,000 |
Total contributions received or receivable from participants | 2016-06-30 | $118,112 |
Expenses. Other expenses not covered elsewhere | 2016-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2016-06-30 | $0 |
Other income received | 2016-06-30 | $982 |
Net income (gross income less expenses) | 2016-06-30 | $-503,095 |
Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $3,819,598 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $4,322,693 |
Total contributions received or receivable from employer(s) | 2016-06-30 | $82,308 |
Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
Value of corrective distributions | 2016-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $1,431 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
2015 : OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-06-30 | $377,188 |
Expenses. Total of all expenses incurred | 2015-06-30 | $466,852 |
Benefits paid (including direct rollovers) | 2015-06-30 | $463,917 |
Total plan assets at end of year | 2015-06-30 | $4,322,693 |
Total plan assets at beginning of year | 2015-06-30 | $4,412,357 |
Value of fidelity bond covering the plan | 2015-06-30 | $500,000 |
Total contributions received or receivable from participants | 2015-06-30 | $102,028 |
Expenses. Other expenses not covered elsewhere | 2015-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2015-06-30 | $0 |
Other income received | 2015-06-30 | $202,170 |
Net income (gross income less expenses) | 2015-06-30 | $-89,664 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $4,322,693 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $4,412,357 |
Total contributions received or receivable from employer(s) | 2015-06-30 | $72,990 |
Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
Value of corrective distributions | 2015-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $2,935 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
2014 : OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-06-30 | $731,714 |
Expenses. Total of all expenses incurred | 2014-06-30 | $680,609 |
Benefits paid (including direct rollovers) | 2014-06-30 | $674,354 |
Total plan assets at end of year | 2014-06-30 | $4,412,356 |
Total plan assets at beginning of year | 2014-06-30 | $4,361,251 |
Value of fidelity bond covering the plan | 2014-06-30 | $400,000 |
Total contributions received or receivable from participants | 2014-06-30 | $120,881 |
Expenses. Other expenses not covered elsewhere | 2014-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
Other income received | 2014-06-30 | $526,835 |
Net income (gross income less expenses) | 2014-06-30 | $51,105 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $4,412,356 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $4,361,251 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $83,998 |
Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
Value of corrective distributions | 2014-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $6,255 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
2013 : OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2013 401k financial data |
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Total income from all sources | 2013-06-30 | $674,758 |
Expenses. Total of all expenses incurred | 2013-06-30 | $91,342 |
Benefits paid (including direct rollovers) | 2013-06-30 | $90,391 |
Total plan assets at end of year | 2013-06-30 | $4,361,251 |
Total plan assets at beginning of year | 2013-06-30 | $3,777,835 |
Value of fidelity bond covering the plan | 2013-06-30 | $400,000 |
Total contributions received or receivable from participants | 2013-06-30 | $144,051 |
Expenses. Other expenses not covered elsewhere | 2013-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2013-06-30 | $0 |
Other income received | 2013-06-30 | $433,514 |
Net income (gross income less expenses) | 2013-06-30 | $583,416 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $4,361,251 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $3,777,835 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $97,193 |
Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
Value of corrective distributions | 2013-06-30 | $551 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $400 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
2016: OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2016 form 5500 responses |
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2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Insurance | Yes |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement – Insurance | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2015 form 5500 responses |
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2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Insurance | Yes |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement – Insurance | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2014 form 5500 responses |
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2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Insurance | Yes |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement – Insurance | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2013 form 5500 responses |
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2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Insurance | Yes |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement – Insurance | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: OREGON STATE UNIVERSITY BOOKSTORE, INC. TAX SHELTERED SAVINGS & RETIREMENT PLAN 2012 form 5500 responses |
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2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Insurance | Yes |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement – Insurance | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |