ROSE-HULMAN INSTITUTE OF TECHNOLOGY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN
401k plan membership statisitcs for ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN
Measure | Date | Value |
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2022 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-16,114,477 |
Total of all expenses incurred | 2022-12-31 | $8,168,107 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $8,121,734 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $7,843,635 |
Value of total assets at end of year | 2022-12-31 | $178,109,620 |
Value of total assets at beginning of year | 2022-12-31 | $202,392,204 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $46,373 |
Total interest from all sources | 2022-12-31 | $2,065,380 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,680,475 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $3,680,475 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,548,331 |
Participant contributions at end of year | 2022-12-31 | $89,281 |
Participant contributions at beginning of year | 2022-12-31 | $62,856 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $498,574 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $436,856 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $881,284 |
Other income not declared elsewhere | 2022-12-31 | $-39,326 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-24,282,584 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $178,109,620 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $202,392,204 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $117,224,562 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $141,778,362 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $6,747,347 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $6,570,691 |
Interest on participant loans | 2022-12-31 | $3,197 |
Interest earned on other investments | 2022-12-31 | $2,061,965 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,375,485 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $990,581 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $990,581 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $218 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $51,897,476 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $52,198,724 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $1,871,680 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-30,208,123 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $543,482 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $4,414,020 |
Employer contributions (assets) at end of year | 2022-12-31 | $276,895 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $354,134 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,250,054 |
Contract administrator fees | 2022-12-31 | $46,373 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $28,636,676 |
Total of all expenses incurred | 2021-12-31 | $12,434,487 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $12,377,532 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,233,918 |
Value of total assets at end of year | 2021-12-31 | $202,392,204 |
Value of total assets at beginning of year | 2021-12-31 | $186,190,015 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $56,955 |
Total interest from all sources | 2021-12-31 | $1,797,026 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $5,383,126 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $5,383,126 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2021-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $2,420,665 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $2,420,665 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,523,396 |
Participant contributions at end of year | 2021-12-31 | $62,856 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $436,856 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $449,446 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $289,857 |
Other income not declared elsewhere | 2021-12-31 | $105,143 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $16,202,189 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $202,392,204 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $186,190,015 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $141,778,362 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $125,950,196 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $6,570,691 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $5,944,998 |
Interest on participant loans | 2021-12-31 | $943 |
Interest earned on other investments | 2021-12-31 | $1,796,078 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $990,581 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,391,684 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,391,684 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $5 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $52,198,724 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $52,340,298 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $1,466,215 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $15,049,292 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,068,171 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,420,665 |
Employer contributions (assets) at end of year | 2021-12-31 | $354,134 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $113,393 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $10,911,317 |
Contract administrator fees | 2021-12-31 | $56,955 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BKD, LLP |
Accountancy firm EIN | 2021-12-31 | 440160260 |
2020 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $27,648,355 |
Total of all expenses incurred | 2020-12-31 | $12,234,297 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $12,172,938 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,801,515 |
Value of total assets at end of year | 2020-12-31 | $186,190,015 |
Value of total assets at beginning of year | 2020-12-31 | $170,775,957 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $61,359 |
Total interest from all sources | 2020-12-31 | $1,944,550 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,753,905 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,753,905 |
Administrative expenses professional fees incurred | 2020-12-31 | $61,359 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2020-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $2,806,423 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $2,806,423 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,265,902 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $449,446 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $194,249 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $729,190 |
Other income not declared elsewhere | 2020-12-31 | $97,658 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $15,414,058 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $186,190,015 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $170,775,957 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $125,950,196 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $112,969,291 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $5,944,998 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $6,622,538 |
Interest earned on other investments | 2020-12-31 | $1,943,861 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,391,684 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $750,569 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $750,569 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $689 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $52,340,298 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $50,239,310 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $1,090,500 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $17,105,208 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $-54,481 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,806,423 |
Employer contributions (assets) at end of year | 2020-12-31 | $113,393 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $11,082,438 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BKD, LLP |
Accountancy firm EIN | 2020-12-31 | 440160260 |
2019 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $32,429,460 |
Total of all expenses incurred | 2019-12-31 | $11,418,461 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $11,349,040 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,875,191 |
Value of total assets at end of year | 2019-12-31 | $170,775,957 |
Value of total assets at beginning of year | 2019-12-31 | $149,764,958 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $69,421 |
Total interest from all sources | 2019-12-31 | $1,916,992 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,893,004 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,893,004 |
Administrative expenses professional fees incurred | 2019-12-31 | $69,421 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2019-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $4,147,017 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $4,147,017 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,145,147 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $194,249 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $141,788 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $583,027 |
Other income not declared elsewhere | 2019-12-31 | $108,757 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $21,010,999 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $170,775,957 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $149,764,958 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $112,969,291 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $94,031,739 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $6,622,538 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $6,468,703 |
Interest on participant loans | 2019-12-31 | $709 |
Interest earned on other investments | 2019-12-31 | $1,901,470 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $750,569 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $517,091 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $517,091 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $14,813 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $50,239,310 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $48,605,637 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $807,803 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $21,278,534 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $356,982 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $4,147,017 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $10,541,237 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BKD, LLP |
Accountancy firm EIN | 2019-12-31 | 440160260 |
2018 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $1,297,053 |
Total of all expenses incurred | 2018-12-31 | $12,942,950 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $12,940,312 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $6,691,652 |
Value of total assets at end of year | 2018-12-31 | $149,764,958 |
Value of total assets at beginning of year | 2018-12-31 | $161,410,855 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,638 |
Total interest from all sources | 2018-12-31 | $2,011,968 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,415,647 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,415,647 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2018-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $4,171,163 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $4,171,163 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,198,570 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $141,788 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $321,919 |
Other income not declared elsewhere | 2018-12-31 | $28,465 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-11,645,897 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $149,764,958 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $161,410,855 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $94,031,739 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $104,917,252 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $6,468,703 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $6,070,705 |
Interest on participant loans | 2018-12-31 | $1,015 |
Interest earned on other investments | 2018-12-31 | $2,010,045 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $517,091 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $132,179 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $132,179 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $908 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $48,605,637 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $50,290,719 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $4,353,934 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-10,140,918 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $290,239 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $4,171,163 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $8,586,378 |
Contract administrator fees | 2018-12-31 | $2,638 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BKD, LLP |
Accountancy firm EIN | 2018-12-31 | 440160260 |
2017 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $27,525,883 |
Total of all expenses incurred | 2017-12-31 | $8,405,525 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $8,401,378 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $6,821,358 |
Value of total assets at end of year | 2017-12-31 | $161,410,855 |
Value of total assets at beginning of year | 2017-12-31 | $142,290,497 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,147 |
Total interest from all sources | 2017-12-31 | $1,930,193 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,642,394 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,642,394 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2017-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $3,894,674 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $3,894,674 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,114,905 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $811,779 |
Other income not declared elsewhere | 2017-12-31 | $34,308 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $19,120,358 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $161,410,855 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $142,290,497 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $104,917,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $87,834,671 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $6,070,705 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $6,245,056 |
Interest on participant loans | 2017-12-31 | $928 |
Interest earned on other investments | 2017-12-31 | $1,929,265 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $132,179 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $77,162 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $77,162 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $50,290,719 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $48,133,608 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $1,051,636 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $16,835,082 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $262,548 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $3,894,674 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $7,349,742 |
Contract administrator fees | 2017-12-31 | $4,147 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BKD, LLP |
Accountancy firm EIN | 2017-12-31 | 440160260 |
2016 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $14,929,640 |
Total of all expenses incurred | 2016-12-31 | $4,746,059 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $4,740,781 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $6,206,196 |
Value of total assets at end of year | 2016-12-31 | $142,290,497 |
Value of total assets at beginning of year | 2016-12-31 | $132,106,916 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $5,278 |
Total interest from all sources | 2016-12-31 | $2,030,523 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,020,688 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,020,688 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2016-12-31 | 0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $3,817,407 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $3,817,407 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,903,858 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $484,931 |
Other income not declared elsewhere | 2016-12-31 | $26,952 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $10,183,581 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $142,290,497 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $132,106,916 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $87,834,671 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $79,616,320 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $6,245,056 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $5,795,800 |
Interest earned on other investments | 2016-12-31 | $2,030,523 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $77,162 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $50,781 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $50,781 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $48,133,608 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $46,644,015 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $507,074 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $5,341,438 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $303,843 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $3,817,407 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,233,707 |
Contract administrator fees | 2016-12-31 | $5,278 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BKD, LLP |
Accountancy firm EIN | 2016-12-31 | 440160260 |
2015 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $8,262,760 |
Total of all expenses incurred | 2015-12-31 | $5,544,368 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,539,317 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $6,001,277 |
Value of total assets at end of year | 2015-12-31 | $132,106,916 |
Value of total assets at beginning of year | 2015-12-31 | $129,388,524 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,051 |
Total interest from all sources | 2015-12-31 | $1,872,339 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,210,859 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,210,859 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2015-12-31 | 0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $3,507,575 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $3,507,575 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,805,792 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $687,910 |
Other income not declared elsewhere | 2015-12-31 | $42,109 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $2,718,392 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $132,106,916 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $129,388,524 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $79,616,320 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $78,910,606 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $5,795,800 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $4,794,366 |
Interest earned on other investments | 2015-12-31 | $1,872,336 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $50,781 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $49,564 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $49,564 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $3 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $46,644,015 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $45,633,988 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $344,375 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,280,355 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $416,531 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $3,507,575 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,194,942 |
Contract administrator fees | 2015-12-31 | $5,051 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BKD, LLP |
Accountancy firm EIN | 2015-12-31 | 440160260 |
2014 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $13,509,601 |
Total of all expenses incurred | 2014-12-31 | $4,991,595 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,983,218 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $6,036,686 |
Value of total assets at end of year | 2014-12-31 | $129,388,524 |
Value of total assets at beginning of year | 2014-12-31 | $120,870,518 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $8,377 |
Total interest from all sources | 2014-12-31 | $1,889,679 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,078,369 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,078,369 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2014-12-31 | 0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $3,201,078 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $3,201,078 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,671,235 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,164,373 |
Other income not declared elsewhere | 2014-12-31 | $23,797 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $8,518,006 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $129,388,524 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $120,870,518 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $78,910,606 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $71,966,126 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $4,794,366 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $4,011,633 |
Interest earned on other investments | 2014-12-31 | $1,889,673 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $49,564 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $48,839 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $48,839 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $6 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $45,633,988 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $44,843,920 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $712,953 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $3,970,798 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $510,272 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $3,201,078 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,270,265 |
Contract administrator fees | 2014-12-31 | $8,377 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BKD, LLP |
Accountancy firm EIN | 2014-12-31 | 440160260 |
2013 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $22,190,662 |
Total of all expenses incurred | 2013-12-31 | $6,010,131 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $6,004,368 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $6,133,450 |
Value of total assets at end of year | 2013-12-31 | $120,870,518 |
Value of total assets at beginning of year | 2013-12-31 | $104,689,987 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,763 |
Total interest from all sources | 2013-12-31 | $1,787,467 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $680,284 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $680,284 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2013-12-31 | 0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $2,933,401 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $2,933,401 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,585,742 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $4,657 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,614,307 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $1,434,091 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $16,180,531 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $120,870,518 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $104,689,987 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $71,966,126 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $58,230,034 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $4,011,633 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $3,232,091 |
Interest earned on other investments | 2013-12-31 | $1,787,460 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $48,839 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $7 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $44,843,920 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $43,205,076 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $13,259,295 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $330,166 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,933,401 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $18,129 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,570,277 |
Contract administrator fees | 2013-12-31 | $5,763 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BKD, LLP |
Accountancy firm EIN | 2013-12-31 | 440160260 |
2012 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $14,327,980 |
Total of all expenses incurred | 2012-12-31 | $2,967,708 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,961,143 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,739,633 |
Value of total assets at end of year | 2012-12-31 | $104,689,987 |
Value of total assets at beginning of year | 2012-12-31 | $93,329,715 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $6,565 |
Total interest from all sources | 2012-12-31 | $1,681,173 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $248,716 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $248,716 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2012-12-31 | 0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $18,129 |
Minimum employer required contribution for this plan year | 2012-12-31 | $2,824,963 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $2,806,834 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,442,870 |
Participant contributions at end of year | 2012-12-31 | $4,657 |
Participant contributions at beginning of year | 2012-12-31 | $4,573 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $471,800 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $580,811 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $11,360,272 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $104,689,987 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $93,329,715 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $58,230,034 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $49,760,866 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $3,232,091 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $2,463,669 |
Interest earned on other investments | 2012-12-31 | $1,681,173 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $43,205,076 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $41,082,611 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $7,390,239 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $268,219 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,824,963 |
Employer contributions (assets) at end of year | 2012-12-31 | $18,129 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $17,996 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,380,332 |
Contract administrator fees | 2012-12-31 | $6,565 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BKD, LLP |
Accountancy firm EIN | 2012-12-31 | 440160260 |
2011 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2011 401k financial data |
---|
Total transfer of assets to this plan | 2011-12-31 | $28,404,393 |
Total income from all sources (including contributions) | 2011-12-31 | $3,139,808 |
Total of all expenses incurred | 2011-12-31 | $4,217,864 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,217,760 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,734,765 |
Value of total assets at end of year | 2011-12-31 | $93,329,715 |
Value of total assets at beginning of year | 2011-12-31 | $66,003,378 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $104 |
Total interest from all sources | 2011-12-31 | $1,231,852 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $87,590 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $87,590 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $17,996 |
Minimum employer required contribution for this plan year | 2011-12-31 | $2,731,877 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $2,713,881 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Participant contributions at end of year | 2011-12-31 | $4,573 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $2,888 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-1,078,056 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $93,329,715 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $66,003,378 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $49,760,866 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $34,506,123 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $2,463,669 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,365,020 |
Interest earned on other investments | 2011-12-31 | $1,231,852 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $41,082,611 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $30,113,418 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $714,581 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,105,534 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $191,135 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $2,731,877 |
Employer contributions (assets) at end of year | 2011-12-31 | $17,996 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $18,817 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,503,179 |
Contract administrator fees | 2011-12-31 | $104 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BKD, LLP |
Accountancy firm EIN | 2011-12-31 | 440160260 |
2010 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2010 401k financial data |
---|
Total income from all sources (including contributions) | 2010-12-31 | $8,209,822 |
Total of all expenses incurred | 2010-12-31 | $2,780,219 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,780,011 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,696,212 |
Value of total assets at end of year | 2010-12-31 | $66,003,378 |
Value of total assets at beginning of year | 2010-12-31 | $60,573,775 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $208 |
Total interest from all sources | 2010-12-31 | $1,141,851 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $40,215 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $40,215 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $7,475 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $5,429,603 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $66,003,378 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $60,573,775 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $34,506,123 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $30,364,409 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $1,365,020 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $934,375 |
Interest earned on other investments | 2010-12-31 | $1,141,851 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $30,113,418 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $29,256,874 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $550,844 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,186,151 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $145,393 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $2,688,737 |
Employer contributions (assets) at end of year | 2010-12-31 | $18,817 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $18,117 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,229,167 |
Contract administrator fees | 2010-12-31 | $208 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BKD, LLP |
Accountancy firm EIN | 2010-12-31 | 440160260 |