FINLANDIA UNIVERSITY has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2014: FINLANDIA UNIVERSITY DC PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 329 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 128 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 197 |
| Total of all active and inactive participants | 2014-01-01 | 325 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 325 |
| Number of participants with account balances | 2014-01-01 | 298 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: FINLANDIA UNIVERSITY DC PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 354 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 158 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 198 |
| Total of all active and inactive participants | 2013-01-01 | 356 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 356 |
| Number of participants with account balances | 2013-01-01 | 329 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: FINLANDIA UNIVERSITY DC PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 350 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 257 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 97 |
| Total of all active and inactive participants | 2012-01-01 | 354 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 354 |
| Number of participants with account balances | 2012-01-01 | 319 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: FINLANDIA UNIVERSITY DC PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 342 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 291 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 59 |
| Total of all active and inactive participants | 2011-01-01 | 350 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 350 |
| Number of participants with account balances | 2011-01-01 | 315 |
| 2009: FINLANDIA UNIVERSITY DC PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 335 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 265 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 59 |
| Total of all active and inactive participants | 2009-01-01 | 324 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
| Total participants | 2009-01-01 | 325 |
| Number of participants with account balances | 2009-01-01 | 298 |
| Measure | Date | Value |
|---|
| 2013 : FINLANDIA UNIVERSITY DC PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $2,251,397 |
| Total of all expenses incurred | 2013-12-31 | $451,816 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $451,816 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $508,525 |
| Value of total assets at end of year | 2013-12-31 | $13,722,433 |
| Value of total assets at beginning of year | 2013-12-31 | $11,922,852 |
| Total interest from all sources | 2013-12-31 | $225,178 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $75,483 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $5,414,270 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $6,351,667 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,491 |
| 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 | $1,799,581 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $13,722,433 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,922,852 |
| 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 pooled separate accounts at end of year | 2013-12-31 | $428,391 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $283,096 |
| Interest earned on other investments | 2013-12-31 | $225,178 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $7,879,772 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $5,288,089 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $47,216 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,486,715 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $30,979 |
| 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 | No |
| 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 | $431,551 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $404,600 |
| 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 | ANDERSON TACKMAN & COMPANY, PLC |
| Accountancy firm EIN | 2013-12-31 | 381977929 |
| 2012 : FINLANDIA UNIVERSITY DC PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $1,587,043 |
| Total of all expenses incurred | 2012-12-31 | $1,148,836 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,148,836 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $554,134 |
| Value of total assets at end of year | 2012-12-31 | $11,922,852 |
| Value of total assets at beginning of year | 2012-12-31 | $11,484,645 |
| Total interest from all sources | 2012-12-31 | $212,994 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $79,334 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $6,351,667 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $5,811,856 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $37,371 |
| 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 | $438,207 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $11,922,852 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $11,484,645 |
| 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 pooled separate accounts at end of year | 2012-12-31 | $283,096 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $233,087 |
| Interest earned on other investments | 2012-12-31 | $212,994 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $5,288,089 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $5,439,702 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $702,872 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $795,876 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $24,039 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $437,429 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $445,964 |
| 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 | ANDERSON TACKMAN & COMPANY, PLC |
| Accountancy firm EIN | 2012-12-31 | 381977929 |
| 2011 : FINLANDIA UNIVERSITY DC PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $32,991 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $32,991 |
| Total income from all sources (including contributions) | 2011-12-31 | $639,018 |
| Total of all expenses incurred | 2011-12-31 | $368,892 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $368,892 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $515,304 |
| Value of total assets at end of year | 2011-12-31 | $11,484,645 |
| Value of total assets at beginning of year | 2011-12-31 | $11,214,519 |
| Total interest from all sources | 2011-12-31 | $53,291 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $89,819 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $5,811,856 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $5,748,055 |
| 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 | $270,126 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $11,484,645 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,214,519 |
| 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 pooled separate accounts at end of year | 2011-12-31 | $233,087 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $185,683 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $53,291 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $5,439,702 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $5,280,781 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $37,432 |
| 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 | $425,485 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $368,892 |
| 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 | ANDERSON TACKMAN & COMPANY, PLC |
| Accountancy firm EIN | 2011-12-31 | 381977929 |
| 2010 : FINLANDIA UNIVERSITY DC PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $850,406 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $850,406 |
| Total income from all sources (including contributions) | 2010-12-31 | $1,376,278 |
| Total of all expenses incurred | 2010-12-31 | $452,858 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $452,858 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $470,593 |
| Value of total assets at end of year | 2010-12-31 | $11,214,519 |
| Value of total assets at beginning of year | 2010-12-31 | $10,291,099 |
| Total interest from all sources | 2010-12-31 | $39,772 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | No |
| 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 |
| Contributions received from participants | 2010-12-31 | $97,657 |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $5,748,055 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $4,931,105 |
| 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 | $923,420 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $11,214,519 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $10,291,099 |
| 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 pooled separate accounts at end of year | 2010-12-31 | $185,683 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $150,655 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $39,772 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $182,064 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $182,064 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $5,280,781 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $5,209,339 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $15,507 |
| 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 | $372,936 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $452,858 |
| Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $11,214,519 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $10,109,035 |
| Did the plan have assets held for investment | 2010-12-31 | No |
| 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 | ANDERSON TACKMAN & COMPANY, PLC |
| Accountancy firm EIN | 2010-12-31 | 381977929 |
