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WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 401k Plan overview

Plan NameWILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA
Plan identification number 001

WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WILSON COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:WILSON COLLEGE
Employer identification number (EIN):231352692
NAIC Classification:611000

Additional information about WILSON COLLEGE

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 646940

More information about WILSON COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01NICHOLAS ZAPF
0012023-01-01
0012023-01-01NICHOLAS ZAPF
0012022-01-01
0012022-01-01BRIAN ECKER
0012021-01-01
0012021-01-01BRIAN ECKER
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRIAN ECKER
0012016-01-01BRIAN ECKER
0012015-01-01BRIAN ECKER BRIAN ECKER2016-10-10
0012014-01-01BRIAN ECKER BRIAN ECKER2015-07-27
0012013-01-01BRIAN ECKER BRIAN ECKER2014-09-15
0012012-01-01BRIAN ECKER BRIAN ECKER2013-09-30
0012011-01-01BRIAN ECKER
0012010-01-01DONALD KIME
0012009-01-01DONALD KIME
0012008-01-01DONALD KIME
0012006-01-01DONALD KIME
0012005-01-01DONALD KIME
0012004-01-01DONALD KIME
0012003-01-01DONALD KIME
0012002-01-01DONALD KIME
0012000-01-01DONALD KIME
0011999-01-01DONALD KIME
0011998-01-01DONALD KIME
0011996-01-01DONALD KIME
0011994-01-01DONALD KIME
0011989-01-01DONALD KIME

Financial Data on WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA

Measure Date Value
2023 : WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,509,987
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,040,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,979,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,325,369
Value of total assets at end of year2023-12-31$30,951,753
Value of total assets at beginning of year2023-12-31$27,482,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$60,716
Total interest from all sources2023-12-31$326,548
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$242,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$242,490
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$770,538
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$30,080
Other income not declared elsewhere2023-12-31$23,452
Administrative expenses (other) incurred2023-12-31$976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,469,714
Value of net assets at end of year (total assets less liabilities)2023-12-31$30,951,753
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$27,482,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$28,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$23,529,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$19,614,011
Value of interest in pooled separate accounts at end of year2023-12-31$527,877
Value of interest in pooled separate accounts at beginning of year2023-12-31$773,764
Interest earned on other investments2023-12-31$326,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$6,894,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$7,094,264
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$241,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,676,563
Net investment gain/loss from pooled separate accounts2023-12-31$-84,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$524,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,738,321
Contract administrator fees2023-12-31$20,000
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MAHERDUESSAL
Accountancy firm EIN2023-12-31251622758
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$5,509,987
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,040,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,979,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,325,369
Value of total assets at end of year2023-01-01$30,951,753
Value of total assets at beginning of year2023-01-01$27,482,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$60,716
Total interest from all sources2023-01-01$326,548
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$242,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$242,490
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$770,538
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$30,080
Other income not declared elsewhere2023-01-01$23,452
Administrative expenses (other) incurred2023-01-01$976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$3,469,714
Value of net assets at end of year (total assets less liabilities)2023-01-01$30,951,753
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$27,482,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$28,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$23,529,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$19,614,011
Value of interest in pooled separate accounts at end of year2023-01-01$527,877
Value of interest in pooled separate accounts at beginning of year2023-01-01$773,764
Interest earned on other investments2023-01-01$326,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$6,894,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$7,094,264
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$241,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$3,676,563
Net investment gain/loss from pooled separate accounts2023-01-01$-84,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$524,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,738,321
Contract administrator fees2023-01-01$20,000
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MAHERDUESSAL
Accountancy firm EIN2023-01-01251622758
2022 : WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,241,189
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,432,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,371,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,553,163
Value of total assets at end of year2022-12-31$27,482,039
Value of total assets at beginning of year2022-12-31$31,155,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$61,509
Total interest from all sources2022-12-31$296,400
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$180,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$180,892
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$761,549
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$29,183
Administrative expenses (other) incurred2022-12-31$252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,673,880
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,482,039
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,155,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,614,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,056,419
Value of interest in pooled separate accounts at end of year2022-12-31$773,764
Value of interest in pooled separate accounts at beginning of year2022-12-31$796,553
Interest earned on other investments2022-12-31$296,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,094,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,302,947
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$130,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,387,113
Net investment gain/loss from pooled separate accounts2022-12-31$86,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$791,614
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,240,340
Contract administrator fees2022-12-31$61,257
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAHERDUESSAL
Accountancy firm EIN2022-12-31251622758
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-2,241,189
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,432,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,371,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,553,163
Value of total assets at end of year2022-01-01$27,482,039
Value of total assets at beginning of year2022-01-01$31,155,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$61,509
Total interest from all sources2022-01-01$296,400
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$180,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$180,892
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$761,549
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$0
Other income not declared elsewhere2022-01-01$29,183
Administrative expenses (other) incurred2022-01-01$252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-3,673,880
Value of net assets at end of year (total assets less liabilities)2022-01-01$27,482,039
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$31,155,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$19,614,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$23,056,419
Value of interest in pooled separate accounts at end of year2022-01-01$773,764
Value of interest in pooled separate accounts at beginning of year2022-01-01$796,553
Interest earned on other investments2022-01-01$296,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$7,094,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$7,302,947
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$130,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-4,387,113
Net investment gain/loss from pooled separate accounts2022-01-01$86,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$791,614
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,240,340
Contract administrator fees2022-01-01$61,257
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MAHERDUESSAL
Accountancy firm EIN2022-01-01251622758
2021 : WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,864,230
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,828,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,781,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,390,152
Value of total assets at end of year2021-12-31$31,155,919
Value of total assets at beginning of year2021-12-31$28,119,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$46,875
Total interest from all sources2021-12-31$259,381
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$208,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$208,709
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$729,301
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$99,203
Other income not declared elsewhere2021-12-31$22,116
Administrative expenses (other) incurred2021-12-31$1,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,036,147
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,155,919
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,119,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$23,056,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,041,812
Value of interest in pooled separate accounts at end of year2021-12-31$796,553
Value of interest in pooled separate accounts at beginning of year2021-12-31$630,958
Interest earned on other investments2021-12-31$259,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,302,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,447,002
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$51,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,883,816
Net investment gain/loss from pooled separate accounts2021-12-31$100,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$561,648
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,729,349
Contract administrator fees2021-12-31$45,472
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAHERDUESSAL
Accountancy firm EIN2021-12-31251622758
2020 : WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,033,314
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$976,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$917,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$792,693
Value of total assets at end of year2020-12-31$28,119,772
Value of total assets at beginning of year2020-12-31$25,063,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,835
Total interest from all sources2020-12-31$297,582
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$92,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$92,567
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$610,349
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,714
Other income not declared elsewhere2020-12-31$12,829
Administrative expenses (other) incurred2020-12-31$815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,056,672
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,119,772
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,063,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,041,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$630,958
Value of interest in pooled separate accounts at beginning of year2020-12-31$17,651,203
Interest earned on other investments2020-12-31$297,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,447,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,411,897
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$53,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,842,390
Net investment gain/loss from pooled separate accounts2020-12-31$-4,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$180,630
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$864,532
Contract administrator fees2020-12-31$58,020
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MAHERDUESSAL
Accountancy firm EIN2020-12-31251622758
2019 : WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,803,921
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,643,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,635,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,118,184
Value of total assets at end of year2019-12-31$25,063,100
Value of total assets at beginning of year2019-12-31$21,903,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,413
Total interest from all sources2019-12-31$299,602
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$72,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$72,209
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$569,011
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$-975
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,253
Other income not declared elsewhere2019-12-31$12,187
Administrative expenses (other) incurred2019-12-31$2,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,159,939
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,063,100
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,903,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$17,651,203
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,131,149
Interest earned on other investments2019-12-31$299,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,411,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,775,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,262,507
Net investment gain/loss from pooled separate accounts2019-12-31$39,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$547,920
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$-2,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,635,569
Contract administrator fees2019-12-31$6,375
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAHERDUESSAL
Accountancy firm EIN2019-12-31251622758
2018 : WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$371,791
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,555,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,552,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,110,715
Value of total assets at end of year2018-12-31$21,903,161
Value of total assets at beginning of year2018-12-31$23,086,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,233
Total interest from all sources2018-12-31$321,051
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$45,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$45,304
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$541,894
Participant contributions at end of year2018-12-31$-975
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,239
Other income not declared elsewhere2018-12-31$13,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,183,638
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,903,161
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,086,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$14,131,149
Value of interest in pooled separate accounts at beginning of year2018-12-31$15,318,531
Interest earned on other investments2018-12-31$321,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,775,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,768,268
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$162,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,151,802
Net investment gain/loss from pooled separate accounts2018-12-31$32,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$567,582
Employer contributions (assets) at end of year2018-12-31$-2,854
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,389,923
Contract administrator fees2018-12-31$3,233
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAHERDUESSAL
Accountancy firm EIN2018-12-31251622758
2017 : WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,171
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,863,150
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,788,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,788,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,014,802
Value of total assets at end of year2017-12-31$23,086,799
Value of total assets at beginning of year2017-12-31$21,011,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$323,658
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,311
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$499,298
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$39,966
Other income not declared elsewhere2017-12-31$-1,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,074,472
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,086,799
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,011,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$15,318,531
Value of interest in pooled separate accounts at beginning of year2017-12-31$12,845,999
Interest earned on other investments2017-12-31$323,658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,768,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,083,339
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$115,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,485,235
Net investment gain/loss from pooled separate accounts2017-12-31$39,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$515,504
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$41,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,673,219
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAHERDUESSAL
Accountancy firm EIN2017-12-31251622758
2016 : WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,107
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,088,653
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,522,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,188,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$937,894
Value of total assets at end of year2016-12-31$21,011,156
Value of total assets at beginning of year2016-12-31$20,444,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$333,929
Total interest from all sources2016-12-31$352,649
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$465,113
Participant contributions at end of year2016-12-31$39,966
Participant contributions at beginning of year2016-12-31$36,225
Administrative expenses (other) incurred2016-12-31$333,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$565,782
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,011,156
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,444,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,488,068
Value of interest in pooled separate accounts at end of year2016-12-31$12,845,999
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest earned on other investments2016-12-31$352,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,083,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,880,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$751,767
Net investment gain/loss from pooled separate accounts2016-12-31$46,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$472,781
Employer contributions (assets) at end of year2016-12-31$41,852
Employer contributions (assets) at beginning of year2016-12-31$39,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,188,942
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAHERDUESSAL
Accountancy firm EIN2016-12-31251622758
2015 : WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,310,146
Total of all expenses incurred2015-12-31$1,721,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,721,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$908,889
Value of total assets at end of year2015-12-31$20,444,267
Value of total assets at beginning of year2015-12-31$20,855,644
Total interest from all sources2015-12-31$332,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$444,827
Participant contributions at end of year2015-12-31$36,225
Participant contributions at beginning of year2015-12-31$33,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-411,377
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,444,267
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,855,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,488,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,716,305
Interest earned on other investments2015-12-31$332,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,880,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,071,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-279
Net investment gain/loss from pooled separate accounts2015-12-31$69,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$464,062
Employer contributions (assets) at end of year2015-12-31$39,742
Employer contributions (assets) at beginning of year2015-12-31$34,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,721,523
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,056,578
Total of all expenses incurred2014-12-31$1,491,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,491,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$871,588
Value of total assets at end of year2014-12-31$20,855,644
Value of total assets at beginning of year2014-12-31$20,290,858
Total interest from all sources2014-12-31$347,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$430,363
Participant contributions at end of year2014-12-31$33,311
Participant contributions at beginning of year2014-12-31$35,653
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$564,786
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,855,644
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,290,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,834,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,397,275
Value of interest in pooled separate accounts at end of year2014-12-31$882,263
Value of interest in pooled separate accounts at beginning of year2014-12-31$724,214
Interest earned on other investments2014-12-31$347,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,071,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,098,228
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$231,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$744,794
Net investment gain/loss from pooled separate accounts2014-12-31$92,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$440,447
Employer contributions (assets) at end of year2014-12-31$34,647
Employer contributions (assets) at beginning of year2014-12-31$35,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,260,740
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,409,671
Total of all expenses incurred2013-12-31$1,321,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,321,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$851,512
Value of total assets at end of year2013-12-31$20,290,858
Value of total assets at beginning of year2013-12-31$18,202,360
Total interest from all sources2013-12-31$334,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$435,267
Participant contributions at end of year2013-12-31$35,653
Participant contributions at beginning of year2013-12-31$917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,088,498
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,290,858
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,202,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,397,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,646,386
Value of interest in pooled separate accounts at end of year2013-12-31$724,214
Value of interest in pooled separate accounts at beginning of year2013-12-31$573,036
Interest earned on other investments2013-12-31$334,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,098,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,980,386
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$39,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,162,418
Net investment gain/loss from pooled separate accounts2013-12-31$61,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$416,245
Employer contributions (assets) at end of year2013-12-31$35,488
Employer contributions (assets) at beginning of year2013-12-31$1,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,282,126
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PARENTEBEARD LLC
Accountancy firm EIN2013-12-31232932984
2012 : WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,454,506
Total of all expenses incurred2012-12-31$1,448,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,448,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$854,819
Value of total assets at end of year2012-12-31$18,202,360
Value of total assets at beginning of year2012-12-31$17,196,575
Total interest from all sources2012-12-31$327,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$457,624
Participant contributions at end of year2012-12-31$917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,005,785
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,202,360
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,196,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,646,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,840,798
Value of interest in pooled separate accounts at end of year2012-12-31$573,036
Value of interest in pooled separate accounts at beginning of year2012-12-31$425,486
Interest earned on other investments2012-12-31$327,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,980,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,930,291
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$84,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,222,831
Net investment gain/loss from pooled separate accounts2012-12-31$49,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$397,195
Employer contributions (assets) at end of year2012-12-31$1,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,364,166
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$941,496
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$688,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$686,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$780,798
Value of total assets at end of year2011-12-31$17,196,575
Value of total assets at beginning of year2011-12-31$16,944,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,141
Total interest from all sources2011-12-31$318,455
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$461,229
Other income not declared elsewhere2011-12-31$2,141
Administrative expenses (other) incurred2011-12-31$2,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$252,572
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,196,575
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,944,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,840,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,767,774
Value of interest in pooled separate accounts at end of year2011-12-31$425,486
Value of interest in pooled separate accounts at beginning of year2011-12-31$360,819
Interest earned on other investments2011-12-31$318,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,930,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,815,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-207,207
Net investment gain/loss from pooled separate accounts2011-12-31$47,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$319,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$686,783
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2011-12-31520783935
2010 : WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,050,428
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,026,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,026,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$668,062
Value of total assets at end of year2010-12-31$16,944,003
Value of total assets at beginning of year2010-12-31$15,920,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$299,098
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$416,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,023,985
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,944,003
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,920,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,767,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,828,029
Value of interest in pooled separate accounts at end of year2010-12-31$360,819
Value of interest in pooled separate accounts at beginning of year2010-12-31$290,999
Interest earned on other investments2010-12-31$299,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,815,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,800,990
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$112,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,038,073
Net investment gain/loss from pooled separate accounts2010-12-31$45,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$251,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$913,665
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SMITH ELLIOTT KEARNS & COMPANY LLC
Accountancy firm EIN2010-12-31520783935

Form 5500 Responses for WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA

2023: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2006: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement – InsuranceYes
2006-01-01Plan benefit arrangement - TrustYes
2005: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement – InsuranceYes
2005-01-01Plan benefit arrangement - TrustYes
2004: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – InsuranceYes
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement – InsuranceYes
2004-01-01Plan benefit arrangement - TrustYes
2003: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – InsuranceYes
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement – InsuranceYes
2003-01-01Plan benefit arrangement - TrustYes
2002: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2002-01-01Plan funding arrangement – InsuranceYes
2002-01-01Plan funding arrangement – TrustYes
2002-01-01Plan benefit arrangement – InsuranceYes
2002-01-01Plan benefit arrangement - TrustYes
2000: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 2000 form 5500 responses
2000-01-01Type of plan entitySingle employer plan
2000-01-01Submission has been amendedNo
2000-01-01This submission is the final filingNo
2000-01-01This return/report is a short plan year return/report (less than 12 months)No
2000-01-01Plan is a collectively bargained planNo
2000-01-01Plan funding arrangement – InsuranceYes
2000-01-01Plan funding arrangement – TrustYes
2000-01-01Plan benefit arrangement – InsuranceYes
2000-01-01Plan benefit arrangement - TrustYes
1999: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 1999 form 5500 responses
1999-01-01Type of plan entitySingle employer plan
1999-01-01Submission has been amendedNo
1999-01-01This submission is the final filingNo
1999-01-01This return/report is a short plan year return/report (less than 12 months)No
1999-01-01Plan is a collectively bargained planNo
1999-01-01Plan funding arrangement – InsuranceYes
1999-01-01Plan funding arrangement – TrustYes
1999-01-01Plan benefit arrangement – InsuranceYes
1999-01-01Plan benefit arrangement - TrustYes
1998: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 1998 form 5500 responses
1998-01-01Type of plan entitySingle employer plan
1998-01-01Submission has been amendedNo
1998-01-01This submission is the final filingNo
1998-01-01This return/report is a short plan year return/report (less than 12 months)No
1998-01-01Plan is a collectively bargained planNo
1998-01-01Plan funding arrangement – InsuranceYes
1998-01-01Plan funding arrangement – TrustYes
1998-01-01Plan benefit arrangement – InsuranceYes
1998-01-01Plan benefit arrangement - TrustYes
1996: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 1996 form 5500 responses
1996-01-01Type of plan entitySingle employer plan
1996-01-01Submission has been amendedNo
1996-01-01This submission is the final filingNo
1996-01-01This return/report is a short plan year return/report (less than 12 months)No
1996-01-01Plan is a collectively bargained planNo
1996-01-01Plan funding arrangement – InsuranceYes
1996-01-01Plan funding arrangement – TrustYes
1996-01-01Plan benefit arrangement – InsuranceYes
1996-01-01Plan benefit arrangement - TrustYes
1994: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 1994 form 5500 responses
1994-01-01Type of plan entitySingle employer plan
1994-01-01Submission has been amendedNo
1994-01-01This submission is the final filingNo
1994-01-01This return/report is a short plan year return/report (less than 12 months)No
1994-01-01Plan is a collectively bargained planNo
1994-01-01Plan funding arrangement – InsuranceYes
1994-01-01Plan funding arrangement – TrustYes
1994-01-01Plan benefit arrangement – InsuranceYes
1994-01-01Plan benefit arrangement - TrustYes
1989: WILSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLA 1989 form 5500 responses
1989-01-01Type of plan entitySingle employer plan
1989-01-01Submission has been amendedNo
1989-01-01This submission is the final filingNo
1989-01-01This return/report is a short plan year return/report (less than 12 months)No
1989-01-01Plan is a collectively bargained planNo
1989-01-01Plan funding arrangement – InsuranceYes
1989-01-01Plan funding arrangement – TrustYes
1989-01-01Plan benefit arrangement – InsuranceYes
1989-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366825
Policy instance 1
Insurance contract or identification number366825
Number of Individuals Covered324
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366825
Policy instance 1
Insurance contract or identification number366825
Number of Individuals Covered331
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366825
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366825
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366825
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366825-366826
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366826
Policy instance 2
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366825
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366825
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366825
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366825
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366825
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366826
Policy instance 2
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366825
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366825
Policy instance 2
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number366826
Policy instance 1

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