401k Plan data: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) plan

POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 401k Plan overview

Plan Name	POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT)
Plan identification number	006

POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

POTSDAM AUXILIARY AND COLLEGE EDUCATIONAL SERVICES INC has sponsored the creation of one or more 401k plans.

Company Name: POTSDAM AUXILIARY AND COLLEGE EDUCATIONAL SERVICES INC

Employer identification number (EIN): 150532293

NAIC Classification: 611000

Additional information about POTSDAM AUXILIARY AND COLLEGE EDUCATIONAL SERVICES INC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1950-05-01

Company Identification Number: 74678

More information about POTSDAM AUXILIARY AND COLLEGE EDUCATIONAL SERVICES INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2023-01-01 PATRICK B. GRAY 2024-06-24
006 2022-01-01 PATRICK GRAY 2023-05-08
006 2021-01-01 DANIEL J. HAYES 2022-05-04
006 2020-01-01 DANIEL J. HAYES 2021-06-03
006 2019-01-01 DANIEL J. HAYES 2020-03-23
006 2018-01-01 DANIEL HAYES
006 2017-01-01 DANIEL J. HAYES
006 2016-01-01 DANIEL J. HAYES
006 2015-01-01 DANIEL HAYES
006 2014-01-01 DANIEL J. HAYES
006 2013-01-01 DANIEL J. HAYES 2014-06-19
006 2012-01-01 DANIEL J. HAYES 2013-07-25
006 2011-01-01 DANIEL J. HAYES
006 2010-01-01 DANIEL J. HAYES
006 2009-01-01 DANIEL J. HAYES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
006	2023-01-01	PATRICK B. GRAY	2024-06-24
006	2022-01-01	PATRICK GRAY	2023-05-08
006	2021-01-01	DANIEL J. HAYES	2022-05-04
006	2020-01-01	DANIEL J. HAYES	2021-06-03
006	2019-01-01	DANIEL J. HAYES	2020-03-23
006	2018-01-01	DANIEL HAYES
006	2017-01-01	DANIEL J. HAYES
006	2016-01-01	DANIEL J. HAYES
006	2015-01-01	DANIEL HAYES
006	2014-01-01	DANIEL J. HAYES
006	2013-01-01	DANIEL J. HAYES	2014-06-19
006	2012-01-01	DANIEL J. HAYES	2013-07-25
006	2011-01-01	DANIEL J. HAYES
006	2010-01-01	DANIEL J. HAYES
006	2009-01-01	DANIEL J. HAYES

Plan Statistics for POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT)

401k plan membership statisitcs for POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT)

Measure Date Value
2025: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2025 401k membership
Total number of particpants at beginning of year 2025-05-05 33
Total number of particpants at end of year 2025-05-05 30
Number of Participants With Account Balances 2025-05-05 27
2024: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2024 401k membership
Total number of particpants at beginning of year 2024-06-24 34
Total number of particpants at end of year 2024-06-24 33
Number of Participants With Account Balances 2024-06-24 30
2022: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2022 401k membership
Total number of particpants at beginning of year 2022-05-04 35
Total number of particpants at end of year 2022-05-04 33
Number of Participants With Account Balances 2022-05-04 32
2018: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2018 401k membership
Total participants, beginning-of-year 2018-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 36
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 40
Number of participants with account balances 2018-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2017 401k membership
Total participants, beginning-of-year 2017-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 35
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 39
Number of participants with account balances 2017-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2016 401k membership
Total participants, beginning-of-year 2016-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 36
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 43
Number of participants with account balances 2016-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2015 401k membership
Total participants, beginning-of-year 2015-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 42
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 46
Number of participants with account balances 2015-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2014 401k membership
Total participants, beginning-of-year 2014-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 38
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 38
Number of participants with account balances 2014-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2011: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2011 401k membership
Total participants, beginning-of-year 2011-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 36
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 38
Number of participants with account balances 2011-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2010 401k membership
Total participants, beginning-of-year 2010-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 38
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 40
Number of participants with account balances 2010-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2009 401k membership
Total participants, beginning-of-year 2009-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 25
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 3
Total of all active and inactive participants 2009-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 28
Number of participants with account balances 2009-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2025 401k membership
Total number of particpants at beginning of year	2025-05-05	33
Total number of particpants at end of year	2025-05-05	30
Number of Participants With Account Balances	2025-05-05	27
2024: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2024 401k membership
Total number of particpants at beginning of year	2024-06-24	34
Total number of particpants at end of year	2024-06-24	33
Number of Participants With Account Balances	2024-06-24	30
2022: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2022 401k membership
Total number of particpants at beginning of year	2022-05-04	35
Total number of particpants at end of year	2022-05-04	33
Number of Participants With Account Balances	2022-05-04	32
2018: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2018 401k membership
Total participants, beginning-of-year	2018-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	36
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	40
Number of participants with account balances	2018-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2017 401k membership
Total participants, beginning-of-year	2017-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	35
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	39
Number of participants with account balances	2017-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2016 401k membership
Total participants, beginning-of-year	2016-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	36
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	43
Number of participants with account balances	2016-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2015 401k membership
Total participants, beginning-of-year	2015-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	42
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	46
Number of participants with account balances	2015-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2014 401k membership
Total participants, beginning-of-year	2014-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	38
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	38
Number of participants with account balances	2014-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2011: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2011 401k membership
Total participants, beginning-of-year	2011-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	36
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	38
Number of participants with account balances	2011-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2010 401k membership
Total participants, beginning-of-year	2010-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	38
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	40
Number of participants with account balances	2010-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2009 401k membership
Total participants, beginning-of-year	2009-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	25
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	3
Total of all active and inactive participants	2009-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	28
Number of participants with account balances	2009-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT)

Measure	Date	Value
2025 : POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-05-05	524905
Net assets as of the end of the plan year	2025-05-05	4191765
Total assets as of the beginning of the plan year	2025-05-05	3975650
Value of plan covered by a fidelity bond	2025-05-05	500000
Participant contributions to plan in this plan year	2025-05-05	66245
Value of participant loans at end of plan year	2025-05-05	60274
Other expenses paid from plan in this plan year	2025-05-05	32320
Other contributions to plan in this plan year	2025-05-05	110000
Other income to plan in this plan year	2025-05-05	502460
Plan net income in this plan year	2025-05-05	216115
Net assets as of the end of the plan year	2025-05-05	4191765
Net assets as of the beginning of the plan year	2025-05-05	3975650
Employer contributions to plan in this plan year	2025-05-05	62315
2024 : POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-24	112655
Net assets as of the end of the plan year	2024-06-24	3975650
Total assets as of the beginning of the plan year	2024-06-24	3400756
Value of plan covered by a fidelity bond	2024-06-24	500000
Participant contributions to plan in this plan year	2024-06-24	63635
Value of participant loans at end of plan year	2024-06-24	70938
Other expenses paid from plan in this plan year	2024-06-24	27945
Other income to plan in this plan year	2024-06-24	563549
Plan net income in this plan year	2024-06-24	574894
Net assets as of the end of the plan year	2024-06-24	3975650
Net assets as of the beginning of the plan year	2024-06-24	3400756
Employer contributions to plan in this plan year	2024-06-24	60365
2022 : POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-04	672696
Net assets as of the end of the plan year	2022-05-04	4673412
Total assets as of the beginning of the plan year	2022-05-04	4605647
Value of plan covered by a fidelity bond	2022-05-04	500000
Participant contributions to plan in this plan year	2022-05-04	109478
Value of participant loans at end of plan year	2022-05-04	67794
Other expenses paid from plan in this plan year	2022-05-04	35021
Other income to plan in this plan year	2022-05-04	549411
Plan net income in this plan year	2022-05-04	67765
Net assets as of the end of the plan year	2022-05-04	4673412
Net assets as of the beginning of the plan year	2022-05-04	4605647
Employer contributions to plan in this plan year	2022-05-04	81572
2018 : POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2018 401k financial data
Total income from all sources	2018-12-31	$133,787
Expenses. Total of all expenses incurred	2018-12-31	$438,290
Benefits paid (including direct rollovers)	2018-12-31	$417,605
Total plan assets at end of year	2018-12-31	$3,235,853
Total plan assets at beginning of year	2018-12-31	$3,540,356
Value of fidelity bond covering the plan	2018-12-31	$1,250,000
Total contributions received or receivable from participants	2018-12-31	$135,047
Expenses. Other expenses not covered elsewhere	2018-12-31	$20,685
Contributions received from other sources (not participants or employers)	2018-12-31	$1,602
Other income received	2018-12-31	$-107,690
Net income (gross income less expenses)	2018-12-31	$-304,503
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,235,853
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,540,356
Assets. Value of participant loans	2018-12-31	$29,187
Total contributions received or receivable from employer(s)	2018-12-31	$104,828
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2017 401k financial data
Total income from all sources	2017-12-31	$762,001
Expenses. Total of all expenses incurred	2017-12-31	$637,794
Benefits paid (including direct rollovers)	2017-12-31	$618,968
Total plan assets at end of year	2017-12-31	$3,540,356
Total plan assets at beginning of year	2017-12-31	$3,416,149
Value of fidelity bond covering the plan	2017-12-31	$1,250,000
Total contributions received or receivable from participants	2017-12-31	$131,252
Expenses. Other expenses not covered elsewhere	2017-12-31	$18,826
Contributions received from other sources (not participants or employers)	2017-12-31	$30,674
Other income received	2017-12-31	$494,549
Net income (gross income less expenses)	2017-12-31	$124,207
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,540,356
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,416,149
Assets. Value of participant loans	2017-12-31	$24,229
Total contributions received or receivable from employer(s)	2017-12-31	$105,526
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2016 401k financial data
Total income from all sources	2016-12-31	$480,497
Expenses. Total of all expenses incurred	2016-12-31	$124,574
Benefits paid (including direct rollovers)	2016-12-31	$106,488
Total plan assets at end of year	2016-12-31	$3,416,149
Total plan assets at beginning of year	2016-12-31	$3,060,226
Value of fidelity bond covering the plan	2016-12-31	$1,250,000
Total contributions received or receivable from participants	2016-12-31	$134,673
Other income received	2016-12-31	$243,924
Net income (gross income less expenses)	2016-12-31	$355,923
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,416,149
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,060,226
Assets. Value of participant loans	2016-12-31	$30,937
Total contributions received or receivable from employer(s)	2016-12-31	$101,900
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$18,086
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2015 401k financial data
Total income from all sources	2015-12-31	$216,931
Expenses. Total of all expenses incurred	2015-12-31	$221,906
Benefits paid (including direct rollovers)	2015-12-31	$204,140
Total plan assets at end of year	2015-12-31	$3,060,226
Total plan assets at beginning of year	2015-12-31	$3,065,201
Value of fidelity bond covering the plan	2015-12-31	$1,250,000
Total contributions received or receivable from participants	2015-12-31	$128,678
Other income received	2015-12-31	$-13,923
Net income (gross income less expenses)	2015-12-31	$-4,975
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,060,226
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,065,201
Assets. Value of participant loans	2015-12-31	$41,718
Total contributions received or receivable from employer(s)	2015-12-31	$102,176
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$17,766
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2014 401k financial data
Total income from all sources	2014-12-31	$417,026
Expenses. Total of all expenses incurred	2014-12-31	$138,633
Benefits paid (including direct rollovers)	2014-12-31	$121,744
Total plan assets at end of year	2014-12-31	$3,065,201
Total plan assets at beginning of year	2014-12-31	$2,786,808
Value of fidelity bond covering the plan	2014-12-31	$1,250,000
Total contributions received or receivable from participants	2014-12-31	$109,054
Other income received	2014-12-31	$215,918
Net income (gross income less expenses)	2014-12-31	$278,393
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,065,201
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,786,808
Assets. Value of participant loans	2014-12-31	$53,281
Total contributions received or receivable from employer(s)	2014-12-31	$92,054
Value of certain deemed distributions of participant loans	2014-12-31	$39
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$16,850
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2011 : POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2011 401k financial data
Total income from all sources	2011-12-31	$222,512
Expenses. Total of all expenses incurred	2011-12-31	$43,180
Benefits paid (including direct rollovers)	2011-12-31	$28,694
Total plan assets at end of year	2011-12-31	$1,964,824
Total plan assets at beginning of year	2011-12-31	$1,785,492
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$99,609
Other income received	2011-12-31	$31,289
Net income (gross income less expenses)	2011-12-31	$179,332
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,964,824
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,785,492
Assets. Value of participant loans	2011-12-31	$57,831
Total contributions received or receivable from employer(s)	2011-12-31	$91,614
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$14,486
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2010 401k financial data
Total income from all sources	2010-12-31	$386,802
Expenses. Total of all expenses incurred	2010-12-31	$105,620
Benefits paid (including direct rollovers)	2010-12-31	$93,188
Total plan assets at end of year	2010-12-31	$1,785,492
Total plan assets at beginning of year	2010-12-31	$1,504,310
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$115,176
Other income received	2010-12-31	$183,775
Net income (gross income less expenses)	2010-12-31	$281,182
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,785,492
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,504,310
Assets. Value of participant loans	2010-12-31	$42,260
Total contributions received or receivable from employer(s)	2010-12-31	$87,851
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$12,432
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 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

Form 5500 Responses for POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT)

2018: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2011: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT) 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	825952
Policy instance	1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	825952
Policy instance	1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	825952
Policy instance	1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	825952
Policy instance	1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	825952
Policy instance	1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	825952
Policy instance	1

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Company Name:	POTSDAM AUXILIARY AND COLLEGE EDUCATIONAL SERVICES INC
Employer identification number (EIN):	150532293
NAIC Classification:	611000

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1950-05-01
Company Identification Number:	74678