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QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT 401k Plan overview

Plan NameQUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT
Plan identification number 002

QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

QUINCY UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:QUINCY UNIVERSITY
Employer identification number (EIN):370661231
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-06-01TANYA MOORE
0022012-06-01DANA KEPPNER
0022011-06-01DANA KEPPNER
0022010-06-01DANA KEPPNER
0022009-06-01DANA KEPPNER
0022009-06-01DANA KEPPNER

Plan Statistics for QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT

401k plan membership statisitcs for QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT

Measure Date Value
2013: QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT 2013 401k membership
Total participants, beginning-of-year2013-06-01179
Total number of active participants reported on line 7a of the Form 55002013-06-010
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-010
Total of all active and inactive participants2013-06-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-010
Number of participants with account balances2013-06-010
2012: QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT 2012 401k membership
Total participants, beginning-of-year2012-06-01193
Total number of active participants reported on line 7a of the Form 55002012-06-01157
Number of other retired or separated participants entitled to future benefits2012-06-0122
Total of all active and inactive participants2012-06-01179
Total participants2012-06-01179
Number of participants with account balances2012-06-0143
2011: QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT 2011 401k membership
Total participants, beginning-of-year2011-06-01202
Total number of active participants reported on line 7a of the Form 55002011-06-01171
Number of other retired or separated participants entitled to future benefits2011-06-0122
Total of all active and inactive participants2011-06-01193
Total participants2011-06-01193
Number of participants with account balances2011-06-0141
2010: QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT 2010 401k membership
Total participants, beginning-of-year2010-06-01182
Total number of active participants reported on line 7a of the Form 55002010-06-01179
Number of other retired or separated participants entitled to future benefits2010-06-0123
Total of all active and inactive participants2010-06-01202
Total participants2010-06-01202
Number of participants with account balances2010-06-0140
2009: QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT 2009 401k membership
Total participants, beginning-of-year2009-06-01164
Total number of active participants reported on line 7a of the Form 55002009-06-01162
Number of other retired or separated participants entitled to future benefits2009-06-0129
Total of all active and inactive participants2009-06-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-011
Total participants2009-06-01192
Number of participants with account balances2009-06-0141

Financial Data on QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT

Measure Date Value
2014 : QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-05-31$0
Total transfer of assets from this plan2014-05-31$2,819,554
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total income from all sources (including contributions)2014-05-31$422,000
Total loss/gain on sale of assets2014-05-31$0
Total of all expenses incurred2014-05-31$81,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$81,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$116,934
Value of total assets at end of year2014-05-31$2,819,554
Value of total assets at beginning of year2014-05-31$2,478,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$0
Total interest from all sources2014-05-31$29,474
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$500,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$112,549
Income. Received or receivable in cash from other sources (including rollovers)2014-05-31$4,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$340,806
Value of net assets at end of year (total assets less liabilities)2014-05-31$2,819,554
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$2,478,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$1,758,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$1,487,624
Value of interest in pooled separate accounts at end of year2014-05-31$212,873
Value of interest in pooled separate accounts at beginning of year2014-05-31$190,328
Interest earned on other investments2014-05-31$29,474
Value of interest in common/collective trusts at end of year2014-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-05-31$848,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-05-31$800,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$254,687
Net investment gain/loss from pooled separate accounts2014-05-31$20,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$81,194
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31Yes
Opinion of an independent qualified public accountant for this plan2014-05-31Disclaimer
Accountancy firm name2014-05-31GRAY HUNTER STENN LLP
Accountancy firm EIN2014-05-31363077757
2013 : QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT 2013 401k financial data
Total income from all sources (including contributions)2013-05-31$427,155
Total of all expenses incurred2013-05-31$68,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$68,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$98,637
Value of total assets at end of year2013-05-31$2,478,748
Value of total assets at beginning of year2013-05-31$2,119,770
Total interest from all sources2013-05-31$27,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$91,694
Income. Received or receivable in cash from other sources (including rollovers)2013-05-31$6,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$358,978
Value of net assets at end of year (total assets less liabilities)2013-05-31$2,478,748
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$2,119,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$1,487,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$1,169,943
Value of interest in pooled separate accounts at end of year2013-05-31$190,328
Value of interest in pooled separate accounts at beginning of year2013-05-31$166,414
Interest earned on other investments2013-05-31$27,482
Value of interest in common/collective trusts at end of year2013-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-05-31$800,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-05-31$783,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$285,377
Net investment gain/loss from pooled separate accounts2013-05-31$15,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$68,177
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31Yes
Opinion of an independent qualified public accountant for this plan2013-05-31Disclaimer
Accountancy firm name2013-05-31GRAY HUNTER STENN LLP
Accountancy firm EIN2013-05-31363077757
2012 : QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT 2012 401k financial data
Total income from all sources (including contributions)2012-05-31$40,434
Total of all expenses incurred2012-05-31$156,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$156,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$87,754
Value of total assets at end of year2012-05-31$2,119,770
Value of total assets at beginning of year2012-05-31$2,236,161
Total interest from all sources2012-05-31$27,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$87,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-116,391
Value of net assets at end of year (total assets less liabilities)2012-05-31$2,119,770
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$2,236,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$1,169,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$1,268,853
Value of interest in pooled separate accounts at end of year2012-05-31$166,414
Value of interest in pooled separate accounts at beginning of year2012-05-31$139,470
Interest earned on other investments2012-05-31$27,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-05-31$783,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-05-31$827,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-90,125
Net investment gain/loss from pooled separate accounts2012-05-31$15,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$156,825
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31GRAY HUNTER STENN LLP
Accountancy firm EIN2012-05-31363077757
2011 : QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT 2011 401k financial data
Total income from all sources (including contributions)2011-05-31$408,405
Total of all expenses incurred2011-05-31$159,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$159,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$105,467
Value of total assets at end of year2011-05-31$2,236,161
Value of total assets at beginning of year2011-05-31$1,987,221
Total interest from all sources2011-05-31$26,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$500,000
If this is an individual account plan, was there a blackout period2011-05-31No
Funding deficiency by the employer to the plan for this plan year2011-05-31$0
Minimum employer required contribution for this plan year2011-05-31$0
Amount contributed by the employer to the plan for this plan year2011-05-31$0
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$66,235
Income. Received or receivable in cash from other sources (including rollovers)2011-05-31$39,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$248,940
Value of net assets at end of year (total assets less liabilities)2011-05-31$2,236,161
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$1,987,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$1,268,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$1,114,773
Value of interest in pooled separate accounts at end of year2011-05-31$139,470
Value of interest in pooled separate accounts at beginning of year2011-05-31$113,812
Interest earned on other investments2011-05-31$26,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-05-31$827,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-05-31$758,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$251,693
Net investment gain/loss from pooled separate accounts2011-05-31$25,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$159,465
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31GRAY HUNTER STENN LLP
Accountancy firm EIN2011-05-31363077757
2010 : QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0

Form 5500 Responses for QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT

2013: QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedYes
2013-06-01This submission is the final filingYes
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedYes
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2010: QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Plan funding arrangement – InsuranceYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement - TrustYes
2009: QUINCY UNIVERSITY PLAN FOR OTHER RETIREMENT 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedYes
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

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