THE POSSE FOUNDATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE POSSE FOUNDATION 403(B) TDA PLAN
| Measure | Date | Value |
|---|
| 2012: THE POSSE FOUNDATION 403(B) TDA PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 126 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 86 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 56 |
| Total of all active and inactive participants | 2012-01-01 | 142 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 142 |
| Total participants | 2012-01-01 | 284 |
| Number of participants with account balances | 2012-01-01 | 140 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2009: THE POSSE FOUNDATION 403(B) TDA PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 80 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 80 |
| Total participants | 2009-01-01 | 80 |
| Number of participants with account balances | 2009-01-01 | 74 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2012 : THE POSSE FOUNDATION 403(B) TDA PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $318,979 |
| Total of all expenses incurred | 2012-12-31 | $50,816 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $50,816 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $244,429 |
| Value of total assets at end of year | 2012-12-31 | $1,509,663 |
| Value of total assets at beginning of year | 2012-12-31 | $1,241,500 |
| Total interest from all sources | 2012-12-31 | $10,009 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $150,966 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $244,429 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $268,163 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,509,663 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,241,500 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,163,679 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $920,418 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $47,128 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $41,952 |
| Interest earned on other investments | 2012-12-31 | $10,009 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $298,856 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $279,130 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $60,376 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $4,165 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $50,816 |
| 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 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| 2009 : THE POSSE FOUNDATION 403(B) TDA PLAN 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 |
| 2012: THE POSSE FOUNDATION 403(B) TDA PLAN 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 is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE POSSE FOUNDATION 403(B) TDA PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | First time form 5500 has been submitted | Yes |
| 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 – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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