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MESPA RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameMESPA RETIREMENT SAVINGS PLAN
Plan identification number 001

MESPA RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MINNESOTA ELEMENTARY SCHOOL PRINCIPALS' ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:MINNESOTA ELEMENTARY SCHOOL PRINCIPALS' ASSOCIATION
Employer identification number (EIN):411247315
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MESPA RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01JON MILLERHAGEN2017-03-15
0012015-01-01JON MILLERHAGEN2016-07-25
0012014-01-01JON MILLERHAGEN2015-07-24
0012013-01-01JON MILLERHAGEN2015-04-16
0012012-01-01JON MILLERHAGEN2015-04-16
0012011-01-01JON MILLERHAGEN2015-04-16
0012010-01-01JON MILLERHAGEN2015-04-16
0012010-01-01JON MILLERHAGEN2015-04-08
0012009-01-01JON MILLERHAGEN2015-04-16
0012009-01-01JON MILLERHAGEN2015-04-08
0012008-01-01JON MILLERHAGEN
0012008-01-01JON MILLERHAGEN
0012008-01-01JON MILLERHAGEN
0012008-01-01JON MILLERHAGEN
0012007-01-01JON MILLERHAGEN
0012007-01-01JON MILLERHAGEN
0012007-01-01JON MILLERHAGEN
0012007-01-01JON MILLERHAGEN
0012006-01-01JON MILLERHAGEN
0012006-01-01JON MILLERHAGEN
0012006-01-01JON MILLERHAGEN
0012006-01-01JON MILLERHAGEN
0012005-01-01JON MILLERHAGEN
0012005-01-01JON MILLERHAGEN
0012005-01-01JON MILLERHAGEN
0012005-01-01JON MILLERHAGEN
0012004-01-01JON MILLERHAGEN
0012004-01-01JON MILLERHAGEN
0012004-01-01JON MILLERHAGEN
0012004-01-01JON MILLERHAGEN
0012004-01-01JON MILLERHAGEN
0012003-01-01JON MILLERHAGEN
0012003-01-01JON MILLERHAGEN
0012003-01-01JON MILLERHAGEN
0012003-01-01JON MILLERHAGEN
0012002-12-01JON MILLERHAGEN
0012002-12-01JON MILLERHAGEN
0012002-12-01JON MILLERHAGEN
0012002-12-01JON MILLERHAGEN JON MILLERHAGEN2015-04-08

Financial Data on MESPA RETIREMENT SAVINGS PLAN

Measure Date Value
2008 : MESPA RETIREMENT SAVINGS PLAN 2008 401k financial data
Total income from all sources2008-12-31$-2,028
Expenses. Total of all expenses incurred2008-12-31$0
Total plan assets at end of year2008-12-31$222,861
Total plan assets at beginning of year2008-12-31$224,889
Value of fidelity bond covering the plan2008-12-31$150,000
Total contributions received or receivable from participants2008-12-31$23,532
Other income received2008-12-31$-48,545
Net income (gross income less expenses)2008-12-31$-2,028
Net plan assets at end of year (total assets less liabilities)2008-12-31$222,861
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$224,889
Total contributions received or receivable from employer(s)2008-12-31$22,985
2007 : MESPA RETIREMENT SAVINGS PLAN 2007 401k financial data
Total income from all sources2007-12-31$56,420
Expenses. Total of all expenses incurred2007-12-31$1,198
Benefits paid (including direct rollovers)2007-12-31$1,198
Total plan assets at end of year2007-12-31$224,889
Total plan assets at beginning of year2007-12-31$169,667
Value of fidelity bond covering the plan2007-12-31$150,000
Total contributions received or receivable from participants2007-12-31$25,300
Other income received2007-12-31$8,774
Net income (gross income less expenses)2007-12-31$55,222
Net plan assets at end of year (total assets less liabilities)2007-12-31$224,889
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$169,667
Total contributions received or receivable from employer(s)2007-12-31$22,346
2006 : MESPA RETIREMENT SAVINGS PLAN 2006 401k financial data
Total income from all sources2006-12-31$60,053
Expenses. Total of all expenses incurred2006-12-31$6,909
Benefits paid (including direct rollovers)2006-12-31$6,909
Total plan assets at end of year2006-12-31$169,667
Total plan assets at beginning of year2006-12-31$116,523
Value of fidelity bond covering the plan2006-12-31$150,000
Total contributions received or receivable from participants2006-12-31$23,183
Other income received2006-12-31$14,036
Net income (gross income less expenses)2006-12-31$53,144
Net plan assets at end of year (total assets less liabilities)2006-12-31$169,667
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$116,523
Total contributions received or receivable from employer(s)2006-12-31$22,834
2005 : MESPA RETIREMENT SAVINGS PLAN 2005 401k financial data
Total income from all sources2005-12-31$52,017
Expenses. Total of all expenses incurred2005-12-31$10,572
Benefits paid (including direct rollovers)2005-12-31$10,572
Total plan assets at end of year2005-12-31$116,523
Total plan assets at beginning of year2005-12-31$75,078
Value of fidelity bond covering the plan2005-12-31$150,000
Total contributions received or receivable from participants2005-12-31$23,467
Other income received2005-12-31$8,078
Net income (gross income less expenses)2005-12-31$41,445
Net plan assets at end of year (total assets less liabilities)2005-12-31$116,523
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$75,078
Total contributions received or receivable from employer(s)2005-12-31$20,472
2004 : MESPA RETIREMENT SAVINGS PLAN 2004 401k financial data
Total income from all sources2004-12-31$45,769
Expenses. Total of all expenses incurred2004-12-31$10,572
Benefits paid (including direct rollovers)2004-12-31$10,572
Total plan assets at end of year2004-12-31$75,078
Total plan assets at beginning of year2004-12-31$39,881
Value of fidelity bond covering the plan2004-12-31$150,000
Total contributions received or receivable from participants2004-12-31$21,514
Other income received2004-12-31$4,294
Net income (gross income less expenses)2004-12-31$35,197
Net plan assets at end of year (total assets less liabilities)2004-12-31$75,078
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$39,881
Total contributions received or receivable from employer(s)2004-12-31$19,961
2003 : MESPA RETIREMENT SAVINGS PLAN 2003 401k financial data
Total income from all sources2003-12-31$65,103
Expenses. Total of all expenses incurred2003-12-31$25,222
Benefits paid (including direct rollovers)2003-12-31$25,222
Total plan assets at end of year2003-12-31$39,881
Total plan assets at beginning of year2003-12-31$0
Value of fidelity bond covering the plan2003-12-31$150,000
Total contributions received or receivable from participants2003-12-31$36,217
Other income received2003-12-31$3,674
Net income (gross income less expenses)2003-12-31$39,881
Net plan assets at end of year (total assets less liabilities)2003-12-31$39,881
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$0
Total contributions received or receivable from employer(s)2003-12-31$25,212
2002 : MESPA RETIREMENT SAVINGS PLAN 2002 401k financial data
Total income from all sources2002-12-31$0
Expenses. Total of all expenses incurred2002-12-31$0
Total plan assets at end of year2002-12-31$0
Total plan assets at beginning of year2002-12-31$0
Value of fidelity bond covering the plan2002-12-31$150,000
Net income (gross income less expenses)2002-12-31$0
Net plan assets at end of year (total assets less liabilities)2002-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2002-12-31$0

Form 5500 Responses for MESPA RETIREMENT SAVINGS PLAN

2008: MESPA RETIREMENT SAVINGS PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: MESPA RETIREMENT SAVINGS PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes
2006: MESPA RETIREMENT SAVINGS PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement – InsuranceYes
2006-01-01Plan benefit arrangement - TrustYes
2005: MESPA RETIREMENT SAVINGS PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedYes
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement – InsuranceYes
2005-01-01Plan benefit arrangement - TrustYes
2004: MESPA RETIREMENT SAVINGS PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedYes
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – InsuranceYes
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement – InsuranceYes
2004-01-01Plan benefit arrangement - TrustYes
2003: MESPA RETIREMENT SAVINGS PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedYes
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – InsuranceYes
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement – InsuranceYes
2003-01-01Plan benefit arrangement - TrustYes
2002: MESPA RETIREMENT SAVINGS PLAN 2002 form 5500 responses
2002-12-01Type of plan entitySingle employer plan
2002-12-01First time form 5500 has been submittedYes
2002-12-01Submission has been amendedYes
2002-12-01This submission is the final filingNo
2002-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2002-12-01Plan is a collectively bargained planNo
2002-12-01Plan funding arrangement – TrustYes
2002-12-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02650
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02650
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02650
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02650
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02650
Policy instance 1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02650
Policy instance 1

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