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403(B) DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name403(B) DEFINED CONTRIBUTION PLAN
Plan identification number 002

403(B) DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

THE BIG SOUTH CONFERENCE, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE BIG SOUTH CONFERENCE, INC.
Employer identification number (EIN):570759570
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01SHERIKA MONTGOMERY2024-02-26
0022021-07-01KYLE KALLANDER2023-03-29
0022020-07-01KYLE KALLANDER2022-04-06
0022019-07-01KYLE KALLANDER2021-04-15
0022018-07-01KYLE KALLANDER2020-02-19
0022017-07-01KYLE KALLANDER2018-10-16 KYLE KALLANDER2018-10-16
0022016-07-01KYLE KALLANDER2018-05-16 KYLE KALLANDER2018-05-16
0022015-07-01KYLE KALLANDER2016-10-19 KYLE KALLANDER2016-10-19
0022014-07-01KYLE KALLANDER2015-09-24 KYLE KALLANDER2015-09-24
0022014-07-01KYLE KALLANDER2016-10-18 KYLE KALLANDER2016-10-18
0022013-07-01KYLE KALLANDER2015-01-26 KYLE KALLANDER2015-01-26
0022012-07-01KYLE KALLANDER
0022011-07-01KYLE KALLANDER
0022010-07-01KYLE KALLANDER
0022009-07-01 KYLE KALLANDER2011-04-13
0022009-07-01 KYLE KALLANDER2011-04-13
0022009-07-01KYLE KALLANDER
0022009-07-01KYLE KALLANDER

Plan Statistics for 403(B) DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for 403(B) DEFINED CONTRIBUTION PLAN

Measure Date Value
2012: 403(B) DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0119
Total number of active participants reported on line 7a of the Form 55002012-07-0120
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-012
Total of all active and inactive participants2012-07-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0122
Number of participants with account balances2012-07-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: 403(B) DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0119
Total number of active participants reported on line 7a of the Form 55002011-07-0117
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-012
Total of all active and inactive participants2011-07-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0119
Number of participants with account balances2011-07-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: 403(B) DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0119
Total number of active participants reported on line 7a of the Form 55002010-07-0118
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-011
Total of all active and inactive participants2010-07-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0119
Number of participants with account balances2010-07-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: 403(B) DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0123
Total number of active participants reported on line 7a of the Form 55002009-07-0123
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0123
Number of participants with account balances2009-07-0114

Financial Data on 403(B) DEFINED CONTRIBUTION PLAN

Measure Date Value
2013 : 403(B) DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total income from all sources2013-06-30$63,682
Expenses. Total of all expenses incurred2013-06-30$21
Total plan assets at end of year2013-06-30$395,849
Total plan assets at beginning of year2013-06-30$332,188
Other income received2013-06-30$25,920
Net income (gross income less expenses)2013-06-30$63,661
Net plan assets at end of year (total assets less liabilities)2013-06-30$395,849
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$332,188
Total contributions received or receivable from employer(s)2013-06-30$37,762
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$21
2012 : 403(B) DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total income from all sources2012-06-30$29,709
Expenses. Total of all expenses incurred2012-06-30$50,624
Benefits paid (including direct rollovers)2012-06-30$50,492
Total plan assets at end of year2012-06-30$332,188
Total plan assets at beginning of year2012-06-30$353,103
Other income received2012-06-30$-1,218
Net income (gross income less expenses)2012-06-30$-20,915
Net plan assets at end of year (total assets less liabilities)2012-06-30$332,188
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$353,103
Total contributions received or receivable from employer(s)2012-06-30$30,927
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$132
2011 : 403(B) DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total income from all sources2011-06-30$105,208
Expenses. Total of all expenses incurred2011-06-30$50
Total plan assets at end of year2011-06-30$353,103
Total plan assets at beginning of year2011-06-30$247,945
Other income received2011-06-30$59,421
Net income (gross income less expenses)2011-06-30$105,158
Net plan assets at end of year (total assets less liabilities)2011-06-30$353,103
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$247,945
Total contributions received or receivable from employer(s)2011-06-30$45,787
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$50

Form 5500 Responses for 403(B) DEFINED CONTRIBUTION PLAN

2012: 403(B) DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: 403(B) DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: 403(B) DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: 403(B) DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386579
Policy instance 1
Insurance contract or identification number386579
Number of Individuals Covered17
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386579
Policy instance 1
Insurance contract or identification number386579
Number of Individuals Covered14
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386579
Policy instance 1
Insurance contract or identification number386579
Number of Individuals Covered14
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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