AMHERST COLLEGE TRUSTEES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMHERST COLLEGE STAFF RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022: AMHERST COLLEGE STAFF RETIREMENT PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-06-30 | 22,981,110 |
| Acturial value of plan assets | 2022-06-30 | 20,879,450 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-06-30 | 15,368,331 |
| Number of terminated vested participants | 2022-06-30 | 63 |
| Fundng target for terminated vested participants | 2022-06-30 | 2,244,149 |
| Active participant vested funding target | 2022-06-30 | 3,841,336 |
| Number of active participants | 2022-06-30 | 59 |
| Total funding liabilities for active participants | 2022-06-30 | 3,841,336 |
| Total participant count | 2022-06-30 | 366 |
| Total funding target for all participants | 2022-06-30 | 21,453,816 |
| Balance at beginning of prior year after applicable adjustments | 2022-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-06-30 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-06-30 | 0 |
| Present value of excess contributions | 2022-06-30 | 11 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-06-30 | 12 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-06-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2022-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2022-06-30 | 0 |
| Total employer contributions | 2022-06-30 | 285,498 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-06-30 | 275,809 |
| Remaining amount of unpaid minimum required contributions | 2022-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2022-06-30 | 76,103 |
| Net shortfall amortization installment of oustanding balance | 2022-06-30 | 574,366 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-06-30 | 275,795 |
| Additional cash requirement | 2022-06-30 | 275,795 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-06-30 | 275,809 |
| Unpaid minimum required contributions for current year | 2022-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2022-06-30 | 0 |
| 2021: AMHERST COLLEGE STAFF RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 366 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 34 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 227 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 70 |
| Total of all active and inactive participants | 2021-07-01 | 331 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 30 |
| Total participants | 2021-07-01 | 361 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
| Market value of plan assets | 2021-06-30 | 19,778,813 |
| Acturial value of plan assets | 2021-06-30 | 20,218,674 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-06-30 | 15,454,404 |
| Number of terminated vested participants | 2021-06-30 | 63 |
| Fundng target for terminated vested participants | 2021-06-30 | 1,757,268 |
| Active participant vested funding target | 2021-06-30 | 3,937,423 |
| Number of active participants | 2021-06-30 | 65 |
| Total funding liabilities for active participants | 2021-06-30 | 3,937,423 |
| Total participant count | 2021-06-30 | 377 |
| Total funding target for all participants | 2021-06-30 | 21,149,095 |
| Balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-06-30 | 0 |
| Present value of excess contributions | 2021-06-30 | 3 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-06-30 | 3 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-06-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2021-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2021-06-30 | 0 |
| Total employer contributions | 2021-06-30 | 309,298 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-06-30 | 297,659 |
| Remaining amount of unpaid minimum required contributions | 2021-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2021-06-30 | 71,740 |
| Net shortfall amortization installment of oustanding balance | 2021-06-30 | 930,421 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-06-30 | 297,648 |
| Additional cash requirement | 2021-06-30 | 297,648 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-06-30 | 297,659 |
| Unpaid minimum required contributions for current year | 2021-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2021-06-30 | 0 |
| 2020: AMHERST COLLEGE STAFF RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 377 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 56 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 220 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 64 |
| Total of all active and inactive participants | 2020-07-01 | 340 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 26 |
| Total participants | 2020-07-01 | 366 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
| Market value of plan assets | 2020-06-30 | 20,303,267 |
| Acturial value of plan assets | 2020-06-30 | 20,292,450 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 14,965,354 |
| Number of terminated vested participants | 2020-06-30 | 63 |
| Fundng target for terminated vested participants | 2020-06-30 | 1,812,099 |
| Active participant vested funding target | 2020-06-30 | 4,373,459 |
| Number of active participants | 2020-06-30 | 75 |
| Total funding liabilities for active participants | 2020-06-30 | 4,373,459 |
| Total participant count | 2020-06-30 | 386 |
| Total funding target for all participants | 2020-06-30 | 21,150,912 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-06-30 | 0 |
| Present value of excess contributions | 2020-06-30 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2020-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2020-06-30 | 0 |
| Total employer contributions | 2020-06-30 | 312,871 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-06-30 | 300,469 |
| Remaining amount of unpaid minimum required contributions | 2020-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2020-06-30 | 112,088 |
| Net shortfall amortization installment of oustanding balance | 2020-06-30 | 858,462 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-06-30 | 300,466 |
| Additional cash requirement | 2020-06-30 | 300,466 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-06-30 | 300,469 |
| Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
| 2019: AMHERST COLLEGE STAFF RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 386 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 61 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 224 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 65 |
| Total of all active and inactive participants | 2019-07-01 | 350 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 27 |
| Total participants | 2019-07-01 | 377 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
| Market value of plan assets | 2019-06-30 | 20,611,758 |
| Acturial value of plan assets | 2019-06-30 | 19,591,660 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-06-30 | 13,581,306 |
| Number of terminated vested participants | 2019-06-30 | 71 |
| Fundng target for terminated vested participants | 2019-06-30 | 2,122,944 |
| Active participant vested funding target | 2019-06-30 | 4,731,322 |
| Number of active participants | 2019-06-30 | 86 |
| Total funding liabilities for active participants | 2019-06-30 | 4,731,322 |
| Total participant count | 2019-06-30 | 396 |
| Total funding target for all participants | 2019-06-30 | 20,435,572 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-06-30 | 120,929 |
| Prefunding balanced used to offset prior years funding requirement | 2019-06-30 | 120,929 |
| Present value of excess contributions | 2019-06-30 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2019-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2019-06-30 | 0 |
| Total employer contributions | 2019-06-30 | 304,416 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-06-30 | 292,114 |
| Remaining amount of unpaid minimum required contributions | 2019-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2019-06-30 | 127,234 |
| Net shortfall amortization installment of oustanding balance | 2019-06-30 | 843,912 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-06-30 | 292,114 |
| Prefunding balance elected to use to offset funding requirement | 2019-06-30 | 0 |
| Additional cash requirement | 2019-06-30 | 292,114 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-06-30 | 292,114 |
| Unpaid minimum required contributions for current year | 2019-06-30 | 0 |
| 2018: AMHERST COLLEGE STAFF RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 396 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 70 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 219 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 66 |
| Total of all active and inactive participants | 2018-07-01 | 355 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 31 |
| Total participants | 2018-07-01 | 386 |
| Market value of plan assets | 2018-06-30 | 19,826,311 |
| Acturial value of plan assets | 2018-06-30 | 19,324,733 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-06-30 | 12,755,980 |
| Number of terminated vested participants | 2018-06-30 | 74 |
| Fundng target for terminated vested participants | 2018-06-30 | 2,023,083 |
| Active participant vested funding target | 2018-06-30 | 5,307,748 |
| Number of active participants | 2018-06-30 | 99 |
| Total funding liabilities for active participants | 2018-06-30 | 5,307,748 |
| Total participant count | 2018-06-30 | 404 |
| Total funding target for all participants | 2018-06-30 | 20,086,811 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-06-30 | 258,083 |
| Prefunding balanced used to offset prior years funding requirement | 2018-06-30 | 152,900 |
| Amount remaining of prefunding balance | 2018-06-30 | 105,183 |
| Present value of excess contributions | 2018-06-30 | 148 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-06-30 | 170 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2018-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2018-06-30 | 120,929 |
| Total employer contributions | 2018-06-30 | 182,848 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-06-30 | 171,441 |
| Liquidity shortfalls end of Q1 | 2018-06-30 | 0 |
| Liquidity shortfalls end of Q2 | 2018-06-30 | 0 |
| Liquidity shortfalls end of Q3 | 2018-06-30 | 0 |
| Liquidity shortfalls end of Q4 | 2018-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2018-06-30 | 138,921 |
| Net shortfall amortization installment of oustanding balance | 2018-06-30 | 883,007 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-06-30 | 292,370 |
| Prefunding balance elected to use to offset funding requirement | 2018-06-30 | 120,929 |
| Additional cash requirement | 2018-06-30 | 171,441 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-06-30 | 171,441 |
| Unpaid minimum required contributions for current year | 2018-06-30 | 0 |
| 2017: AMHERST COLLEGE STAFF RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 404 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 83 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 210 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 72 |
| Total of all active and inactive participants | 2017-07-01 | 365 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 31 |
| Total participants | 2017-07-01 | 396 |
| Market value of plan assets | 2017-06-30 | 18,426,309 |
| Acturial value of plan assets | 2017-06-30 | 19,584,436 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-06-30 | 12,033,243 |
| Number of terminated vested participants | 2017-06-30 | 75 |
| Fundng target for terminated vested participants | 2017-06-30 | 1,594,195 |
| Active participant vested funding target | 2017-06-30 | 6,133,694 |
| Number of active participants | 2017-06-30 | 114 |
| Total funding liabilities for active participants | 2017-06-30 | 6,133,694 |
| Total participant count | 2017-06-30 | 412 |
| Total funding target for all participants | 2017-06-30 | 19,761,132 |
| Present value of excess contributions | 2017-06-30 | 243,039 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-30 | 258,083 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-06-30 | 258,083 |
| Balance of prefunding at beginning of current year | 2017-06-30 | 258,083 |
| Total employer contributions | 2017-06-30 | 102,774 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-30 | 93,237 |
| Liquidity shortfalls end of Q1 | 2017-06-30 | 0 |
| Liquidity shortfalls end of Q2 | 2017-06-30 | 0 |
| Liquidity shortfalls end of Q3 | 2017-06-30 | 0 |
| Liquidity shortfalls end of Q4 | 2017-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2017-06-30 | 174,153 |
| Net shortfall amortization installment of oustanding balance | 2017-06-30 | 434,779 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-06-30 | 245,989 |
| Prefunding balance elected to use to offset funding requirement | 2017-06-30 | 152,900 |
| Additional cash requirement | 2017-06-30 | 93,089 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-06-30 | 93,237 |
| Unpaid minimum required contributions for current year | 2017-06-30 | 0 |
| 2016: AMHERST COLLEGE STAFF RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 412 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 93 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 205 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 78 |
| Total of all active and inactive participants | 2016-07-01 | 376 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 28 |
| Total participants | 2016-07-01 | 404 |
| 2015: AMHERST COLLEGE STAFF RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 420 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 108 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 195 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 79 |
| Total of all active and inactive participants | 2015-07-01 | 382 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 30 |
| Total participants | 2015-07-01 | 412 |
| 2014: AMHERST COLLEGE STAFF RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 428 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 117 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 185 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 86 |
| Total of all active and inactive participants | 2014-07-01 | 388 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 32 |
| Total participants | 2014-07-01 | 420 |
| 2013: AMHERST COLLEGE STAFF RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 434 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 126 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 205 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 97 |
| Total of all active and inactive participants | 2013-07-01 | 428 |
| Total participants | 2013-07-01 | 428 |
| 2012: AMHERST COLLEGE STAFF RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 442 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 136 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 197 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 101 |
| Total of all active and inactive participants | 2012-07-01 | 434 |
| Total participants | 2012-07-01 | 434 |
| 2011: AMHERST COLLEGE STAFF RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 454 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 144 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 193 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 105 |
| Total of all active and inactive participants | 2011-07-01 | 442 |
| Total participants | 2011-07-01 | 442 |
| 2009: AMHERST COLLEGE STAFF RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 467 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 154 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 167 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 105 |
| Total of all active and inactive participants | 2009-07-01 | 426 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 36 |
| Total participants | 2009-07-01 | 462 |
| Measure | Date | Value |
|---|
| 2022 : AMHERST COLLEGE STAFF RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-06-30 | $-1,269,080 |
| Total of all expenses incurred | 2022-06-30 | $1,572,687 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $1,572,687 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $285,497 |
| Value of total assets at end of year | 2022-06-30 | $20,140,735 |
| Value of total assets at beginning of year | 2022-06-30 | $22,982,502 |
| Total interest from all sources | 2022-06-30 | $323,639 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $50,068 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $50,068 |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-2,841,767 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $20,140,735 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $22,982,502 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $9,342,354 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $11,703,142 |
| Interest earned on other investments | 2022-06-30 | $323,639 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-06-30 | $10,699,045 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-06-30 | $11,195,416 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-1,928,284 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $285,497 |
| Employer contributions (assets) at end of year | 2022-06-30 | $99,336 |
| Employer contributions (assets) at beginning of year | 2022-06-30 | $83,944 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $1,572,687 |
| Did the plan have assets held for investment | 2022-06-30 | 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 | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | MP P.C. |
| Accountancy firm EIN | 2022-06-30 | 643191789 |
| 2021 : AMHERST COLLEGE STAFF RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-06-30 | $4,743,046 |
| Total of all expenses incurred | 2021-06-30 | $1,540,962 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $1,540,962 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $309,294 |
| Value of total assets at end of year | 2021-06-30 | $22,982,502 |
| Value of total assets at beginning of year | 2021-06-30 | $19,780,418 |
| Total interest from all sources | 2021-06-30 | $289,815 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $67,727 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $67,727 |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $3,202,084 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $22,982,502 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $19,780,418 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $11,703,142 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $11,001,915 |
| Interest earned on other investments | 2021-06-30 | $289,815 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-06-30 | $11,195,416 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-06-30 | $8,684,785 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $4,076,210 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $309,294 |
| Employer contributions (assets) at end of year | 2021-06-30 | $83,944 |
| Employer contributions (assets) at beginning of year | 2021-06-30 | $93,718 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $1,540,962 |
| Did the plan have assets held for investment | 2021-06-30 | 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 | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
| Accountancy firm name | 2021-06-30 | MP P.C. |
| Accountancy firm EIN | 2021-06-30 | 643191789 |
| 2020 : AMHERST COLLEGE STAFF RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-06-30 | $1,016,387 |
| Total of all expenses incurred | 2020-06-30 | $1,540,856 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $1,540,856 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $312,869 |
| Value of total assets at end of year | 2020-06-30 | $19,780,418 |
| Value of total assets at beginning of year | 2020-06-30 | $20,304,887 |
| Total interest from all sources | 2020-06-30 | $279,977 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $77,422 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $77,422 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $-524,469 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $19,780,418 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $20,304,887 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $11,001,915 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $10,250,078 |
| Interest earned on other investments | 2020-06-30 | $279,977 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-06-30 | $8,684,785 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-06-30 | $9,966,673 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $346,119 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $312,869 |
| Employer contributions (assets) at end of year | 2020-06-30 | $93,718 |
| Employer contributions (assets) at beginning of year | 2020-06-30 | $88,136 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $1,540,856 |
| Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
| Accountancy firm name | 2020-06-30 | MP P.C. |
| Accountancy firm EIN | 2020-06-30 | 643191789 |
| 2019 : AMHERST COLLEGE STAFF RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-06-30 | $1,175,331 |
| Total of all expenses incurred | 2019-06-30 | $1,484,461 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $1,484,461 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $304,416 |
| Value of total assets at end of year | 2019-06-30 | $20,304,887 |
| Value of total assets at beginning of year | 2019-06-30 | $20,614,017 |
| Total interest from all sources | 2019-06-30 | $131,278 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $31,748 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $31,748 |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $-309,130 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $20,304,887 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $20,614,017 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $10,250,078 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $17,377,524 |
| Interest earned on other investments | 2019-06-30 | $131,278 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-06-30 | $9,966,673 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-06-30 | $3,114,334 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $707,889 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $304,416 |
| Employer contributions (assets) at end of year | 2019-06-30 | $88,136 |
| Employer contributions (assets) at beginning of year | 2019-06-30 | $122,159 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $1,484,461 |
| Did the plan have assets held for investment | 2019-06-30 | 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 | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
| Accountancy firm name | 2019-06-30 | MP P.C. |
| Accountancy firm EIN | 2019-06-30 | 043191789 |
| 2018 : AMHERST COLLEGE STAFF RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-06-30 | $2,207,979 |
| Total of all expenses incurred | 2018-06-30 | $1,424,234 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $1,424,234 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $182,848 |
| Value of total assets at end of year | 2018-06-30 | $20,614,017 |
| Value of total assets at beginning of year | 2018-06-30 | $19,830,272 |
| Total interest from all sources | 2018-06-30 | $106,296 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $21,473 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $21,473 |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $783,745 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $20,614,017 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $19,830,272 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $17,377,524 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $15,480,162 |
| Interest earned on other investments | 2018-06-30 | $106,296 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-06-30 | $3,114,334 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-06-30 | $4,247,336 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $1,897,362 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $182,848 |
| Employer contributions (assets) at end of year | 2018-06-30 | $122,159 |
| Employer contributions (assets) at beginning of year | 2018-06-30 | $102,774 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $1,424,234 |
| Did the plan have assets held for investment | 2018-06-30 | 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 | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
| Accountancy firm name | 2018-06-30 | MP, P.C. |
| Accountancy firm EIN | 2018-06-30 | 043191789 |
| 2017 : AMHERST COLLEGE STAFF RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-06-30 | $2,755,639 |
| Total of all expenses incurred | 2017-06-30 | $1,351,676 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $1,351,676 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $102,774 |
| Value of total assets at end of year | 2017-06-30 | $19,830,272 |
| Value of total assets at beginning of year | 2017-06-30 | $18,426,309 |
| Total interest from all sources | 2017-06-30 | $141,461 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $31,381 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $31,381 |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $1,403,963 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $19,830,272 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $18,426,309 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $15,480,162 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $13,000,138 |
| Interest earned on other investments | 2017-06-30 | $141,461 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-06-30 | $4,247,336 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-06-30 | $5,426,171 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $2,480,023 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $102,774 |
| Employer contributions (assets) at end of year | 2017-06-30 | $102,774 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $1,351,676 |
| Did the plan have assets held for investment | 2017-06-30 | 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 | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
| Accountancy firm name | 2017-06-30 | THE MP GROUP, P.C. |
| Accountancy firm EIN | 2017-06-30 | 043191789 |
| 2016 : AMHERST COLLEGE STAFF RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-06-30 | $194,500 |
| Total of all expenses incurred | 2016-06-30 | $1,284,706 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $1,284,706 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $347,962 |
| Value of total assets at end of year | 2016-06-30 | $18,426,309 |
| Value of total assets at beginning of year | 2016-06-30 | $19,516,515 |
| Total interest from all sources | 2016-06-30 | $169,054 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $38,927 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $38,927 |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $-1,090,206 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $18,426,309 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $19,516,515 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $13,000,138 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $13,361,581 |
| Interest earned on other investments | 2016-06-30 | $169,054 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-06-30 | $5,426,171 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-06-30 | $5,896,477 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $-361,443 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $347,962 |
| Employer contributions (assets) at beginning of year | 2016-06-30 | $258,457 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $1,284,706 |
| Did the plan have assets held for investment | 2016-06-30 | 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 | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
| Accountancy firm name | 2016-06-30 | MORIARTY & PRIMACK, P.C. |
| Accountancy firm EIN | 2016-06-30 | 043191789 |
| 2015 : AMHERST COLLEGE STAFF RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-06-30 | $1,456,820 |
| Total of all expenses incurred | 2015-06-30 | $1,228,673 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $1,228,673 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $728,206 |
| Value of total assets at end of year | 2015-06-30 | $19,516,515 |
| Value of total assets at beginning of year | 2015-06-30 | $19,288,368 |
| Total interest from all sources | 2015-06-30 | $177,685 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $43,850 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $43,850 |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $228,147 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $19,516,515 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $19,288,368 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $13,361,581 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $12,685,271 |
| Interest earned on other investments | 2015-06-30 | $177,685 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-06-30 | $5,896,477 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-06-30 | $6,228,134 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $507,079 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $728,206 |
| Employer contributions (assets) at end of year | 2015-06-30 | $258,457 |
| Employer contributions (assets) at beginning of year | 2015-06-30 | $374,963 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $1,228,673 |
| Did the plan have assets held for investment | 2015-06-30 | 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 | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
| Accountancy firm name | 2015-06-30 | MORIARTY & PRIMACK, P.C. |
| Accountancy firm EIN | 2015-06-30 | 043191789 |
| 2014 : AMHERST COLLEGE STAFF RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-06-30 | $3,568,190 |
| Total of all expenses incurred | 2014-06-30 | $1,150,003 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $1,150,003 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $882,659 |
| Value of total assets at end of year | 2014-06-30 | $19,288,368 |
| Value of total assets at beginning of year | 2014-06-30 | $16,870,181 |
| Total interest from all sources | 2014-06-30 | $186,463 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $50,243 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $50,243 |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| 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 | $2,418,187 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $19,288,368 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $16,870,181 |
| 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 | $12,685,271 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $10,236,446 |
| Interest earned on other investments | 2014-06-30 | $186,463 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-06-30 | $6,228,134 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-06-30 | $6,510,201 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $2,448,825 |
| 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 |
| Contributions received in cash from employer | 2014-06-30 | $882,659 |
| Employer contributions (assets) at end of year | 2014-06-30 | $374,963 |
| Employer contributions (assets) at beginning of year | 2014-06-30 | $123,534 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $1,150,003 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-06-30 | No |
| Did the plan have assets held for investment | 2014-06-30 | 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 | 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 | No |
| 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 | MORIARTY & PRIMACK, P.C. |
| Accountancy firm EIN | 2014-06-30 | 043191789 |
| 2013 : AMHERST COLLEGE STAFF RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-06-30 | $2,562,256 |
| Total of all expenses incurred | 2013-06-30 | $1,115,326 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $1,115,326 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $704,588 |
| Value of total assets at end of year | 2013-06-30 | $16,870,181 |
| Value of total assets at beginning of year | 2013-06-30 | $15,423,251 |
| Total interest from all sources | 2013-06-30 | $187,494 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $54,548 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $54,548 |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $1,446,930 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $16,870,181 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $15,423,251 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $10,236,446 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $8,620,820 |
| Interest earned on other investments | 2013-06-30 | $187,494 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-06-30 | $6,510,201 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-06-30 | $6,145,315 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $1,615,626 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $704,588 |
| Employer contributions (assets) at end of year | 2013-06-30 | $123,534 |
| Employer contributions (assets) at beginning of year | 2013-06-30 | $657,116 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $1,115,326 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-06-30 | No |
| Did the plan have assets held for investment | 2013-06-30 | 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 | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
| Accountancy firm name | 2013-06-30 | MORIARTY & PRIMACK, P.C. |
| Accountancy firm EIN | 2013-06-30 | 043191789 |
| 2012 : AMHERST COLLEGE STAFF RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-06-30 | $1,229,694 |
| Total of all expenses incurred | 2012-06-30 | $1,115,752 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $1,115,752 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $1,228,190 |
| Value of total assets at end of year | 2012-06-30 | $15,423,251 |
| Value of total assets at beginning of year | 2012-06-30 | $15,309,309 |
| Total interest from all sources | 2012-06-30 | $240,990 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $113,942 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $15,423,251 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $15,309,309 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $8,620,820 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $8,752,158 |
| Interest earned on other investments | 2012-06-30 | $240,990 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-06-30 | $6,145,315 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-06-30 | $6,065,477 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-239,486 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $1,228,190 |
| Employer contributions (assets) at end of year | 2012-06-30 | $657,116 |
| Employer contributions (assets) at beginning of year | 2012-06-30 | $491,674 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $1,115,752 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-06-30 | No |
| Did the plan have assets held for investment | 2012-06-30 | 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 | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
| Accountancy firm name | 2012-06-30 | MORIARTY & PRIMACK, P.C. |
| Accountancy firm EIN | 2012-06-30 | 043191789 |
| 2011 : AMHERST COLLEGE STAFF RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-06-30 | $3,106,341 |
| Total of all expenses incurred | 2011-06-30 | $1,089,442 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $1,089,442 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $816,118 |
| Value of total assets at end of year | 2011-06-30 | $15,309,309 |
| Value of total assets at beginning of year | 2011-06-30 | $13,292,410 |
| Total interest from all sources | 2011-06-30 | $252,728 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $2,016,899 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $15,309,309 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $13,292,410 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $8,752,158 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $6,224,374 |
| Interest earned on other investments | 2011-06-30 | $252,728 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-06-30 | $6,065,477 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $6,902,191 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $2,037,495 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $816,118 |
| Employer contributions (assets) at end of year | 2011-06-30 | $491,674 |
| Employer contributions (assets) at beginning of year | 2011-06-30 | $165,845 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $1,089,442 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-06-30 | No |
| Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
| Accountancy firm name | 2011-06-30 | MORIARTY & PRIMACK, P.C. |
| Accountancy firm EIN | 2011-06-30 | 043191789 |
