401k Plan data: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN plan

ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN
Plan identification number	003

ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined 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.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

ASBURY COLLEGE has sponsored the creation of one or more 401k plans.

Company Name: ASBURY COLLEGE

Employer identification number (EIN): 610458355

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01 GLENN HAMILTON GLENN HAMILTON 2019-05-16
003 2018-01-01
003 2017-01-01 GLENN HAMILTON
003 2016-01-01 GLENN HAMILTON GLENN HAMILTON 2017-07-31
003 2015-01-01 GLENN HAMILTON GLENN HAMILTON 2016-05-31
003 2014-01-01 CHARLIE FISKEAUX
003 2013-01-01 CHARLIE FISKEAUX
003 2012-01-01 CHARLIE FISKEAUX
003 2011-01-01 CHARLIE FISKEAUX
003 2010-01-01 CHARLIE FISKEAUX
003 2009-01-01 KATHY JAEGER
003 2009-01-01 CHARLIE D. FISKEAUX

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2018-01-01	GLENN HAMILTON	GLENN HAMILTON	2019-05-16
003	2018-01-01
003	2017-01-01	GLENN HAMILTON
003	2016-01-01	GLENN HAMILTON	GLENN HAMILTON	2017-07-31
003	2015-01-01	GLENN HAMILTON	GLENN HAMILTON	2016-05-31
003	2014-01-01	CHARLIE FISKEAUX
003	2013-01-01	CHARLIE FISKEAUX
003	2012-01-01	CHARLIE FISKEAUX
003	2011-01-01	CHARLIE FISKEAUX
003	2010-01-01	CHARLIE FISKEAUX
003	2009-01-01	KATHY JAEGER
003	2009-01-01	CHARLIE D. FISKEAUX

Plan Statistics for ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2018: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 118
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 86
Total of all active and inactive participants 2018-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 204
Number of participants with account balances 2018-01-01 202
2017: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 115
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 89
Total of all active and inactive participants 2017-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 204
Number of participants with account balances 2017-01-01 202
2016: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 111
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 84
Total of all active and inactive participants 2016-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 195
Number of participants with account balances 2016-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 107
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 87
Total of all active and inactive participants 2015-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 194
Number of participants with account balances 2015-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 105
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 77
Total of all active and inactive participants 2014-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 182
Number of participants with account balances 2014-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 116
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 67
Total of all active and inactive participants 2013-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 183
Number of participants with account balances 2013-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 127
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 56
Total of all active and inactive participants 2012-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 183
Number of participants with account balances 2012-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 117
Number of other retired or separated participants entitled to future benefits 2011-01-01 58
Total of all active and inactive participants 2011-01-01 175
Total participants 2011-01-01 175
Number of participants with account balances 2011-01-01 162
2010: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 113
Number of other retired or separated participants entitled to future benefits 2010-01-01 56
Total of all active and inactive participants 2010-01-01 169
Total participants 2010-01-01 169
Number of participants with account balances 2010-01-01 157
2009: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 169
Number of other retired or separated participants entitled to future benefits 2009-01-01 24
Total of all active and inactive participants 2009-01-01 193
Total participants 2009-01-01 193
Number of participants with account balances 2009-01-01 156

Measure	Date	Value
2018: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	118
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	86
Total of all active and inactive participants	2018-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	204
Number of participants with account balances	2018-01-01	202
2017: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	115
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	89
Total of all active and inactive participants	2017-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	204
Number of participants with account balances	2017-01-01	202
2016: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	111
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	84
Total of all active and inactive participants	2016-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	195
Number of participants with account balances	2016-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	107
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	87
Total of all active and inactive participants	2015-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	194
Number of participants with account balances	2015-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	105
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	77
Total of all active and inactive participants	2014-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	182
Number of participants with account balances	2014-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	116
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	67
Total of all active and inactive participants	2013-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	183
Number of participants with account balances	2013-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	127
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	56
Total of all active and inactive participants	2012-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	183
Number of participants with account balances	2012-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	117
Number of other retired or separated participants entitled to future benefits	2011-01-01	58
Total of all active and inactive participants	2011-01-01	175
Total participants	2011-01-01	175
Number of participants with account balances	2011-01-01	162
2010: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	113
Number of other retired or separated participants entitled to future benefits	2010-01-01	56
Total of all active and inactive participants	2010-01-01	169
Total participants	2010-01-01	169
Number of participants with account balances	2010-01-01	157
2009: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	169
Number of other retired or separated participants entitled to future benefits	2009-01-01	24
Total of all active and inactive participants	2009-01-01	193
Total participants	2009-01-01	193
Number of participants with account balances	2009-01-01	156

Financial Data on ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2018 : ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$5,471,841
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$16,060
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$103,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$103,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$253,087
Value of total assets at end of year	2018-12-31	$5,471,841
Value of total assets at beginning of year	2018-12-31	$5,559,421
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$48,392
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$104,267
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	$104,267
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$253,087
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	$-87,580
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,471,841
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,559,421
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	$3,608,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,797,944
Value of interest in pooled separate accounts at end of year	2018-12-31	$276,982
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$217,753
Interest earned on other investments	2018-12-31	$48,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$276,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$291,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$291,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,309,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,251,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-401,959
Net investment gain/loss from pooled separate accounts	2018-12-31	$12,273
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$103,640
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	EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN	2018-12-31	272616366
2017 : ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$4,522
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$937,298
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$70,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$70,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$281,752
Value of total assets at end of year	2017-12-31	$5,559,421
Value of total assets at beginning of year	2017-12-31	$4,688,107
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$45,260
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$71,014
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	$71,014
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
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$281,752
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	$866,792
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,559,421
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,688,107
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	$3,797,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,146,742
Value of interest in pooled separate accounts at end of year	2017-12-31	$217,753
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$178,717
Interest earned on other investments	2017-12-31	$45,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$291,732
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$156,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$156,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,251,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,206,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$530,805
Net investment gain/loss from pooled separate accounts	2017-12-31	$8,467
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$70,506
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	EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN	2017-12-31	272616366
2016 : ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$580,724
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$656,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$656,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$299,879
Value of total assets at end of year	2016-12-31	$4,688,107
Value of total assets at beginning of year	2016-12-31	$4,763,991
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$49,642
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$59,118
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	$59,118
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
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$278,836
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$21,043
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	$-75,884
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,688,107
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,763,991
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	$3,146,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,196,665
Value of interest in pooled separate accounts at end of year	2016-12-31	$178,717
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$189,063
Interest earned on other investments	2016-12-31	$49,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$156,250
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$151,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$151,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,206,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,227,260
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$48,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$162,407
Net investment gain/loss from pooled separate accounts	2016-12-31	$9,678
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$608,008
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	EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN	2016-12-31	272616366
2015 : ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$299,321
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$162,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$162,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$251,753
Value of total assets at end of year	2015-12-31	$4,763,991
Value of total assets at beginning of year	2015-12-31	$4,627,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$45,665
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$83,637
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	$83,637
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$240,119
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$13,950
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$11,634
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	$136,406
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,763,991
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,627,585
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	$3,196,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,121,342
Value of interest in pooled separate accounts at end of year	2015-12-31	$189,063
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$168,632
Interest earned on other investments	2015-12-31	$45,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$151,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$117,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$117,992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,227,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,205,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-95,737
Net investment gain/loss from pooled separate accounts	2015-12-31	$14,003
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$162,915
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
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	EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN	2015-12-31	272616366
2014 : ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$516,534
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$231,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$231,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$273,570
Value of total assets at end of year	2014-12-31	$4,627,585
Value of total assets at beginning of year	2014-12-31	$4,342,836
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$45,772
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$74,649
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	$74,649
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$195,042
Participant contributions at end of year	2014-12-31	$13,950
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$78,528
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	$284,749
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,627,585
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,342,836
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	$3,121,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,975,585
Value of interest in pooled separate accounts at end of year	2014-12-31	$168,632
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$148,728
Interest earned on other investments	2014-12-31	$45,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$117,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$65,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$65,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,205,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,152,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$104,546
Net investment gain/loss from pooled separate accounts	2014-12-31	$17,997
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$231,785
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
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	EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN	2014-12-31	272616366
2013 : ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$855,012
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$700,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$700,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$236,160
Value of total assets at end of year	2013-12-31	$4,342,836
Value of total assets at beginning of year	2013-12-31	$4,187,964
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$51,067
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$62,621
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	$62,621
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
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	$236,160
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	$154,872
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,342,836
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,187,964
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	$2,975,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,513,852
Value of interest in pooled separate accounts at end of year	2013-12-31	$148,728
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$134,414
Interest earned on other investments	2013-12-31	$51,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$65,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$80,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$80,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,152,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,458,858
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$302,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$492,281
Net investment gain/loss from pooled separate accounts	2013-12-31	$12,883
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$397,457
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
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	EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN	2013-12-31	272616366
2012 : ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$662,209
Total of all expenses incurred	2012-12-31	$156,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$156,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$276,122
Value of total assets at end of year	2012-12-31	$4,187,964
Value of total assets at beginning of year	2012-12-31	$3,682,602
Total interest from all sources	2012-12-31	$53,261
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$29,879
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	$29,879
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
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	$245,062
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$31,060
Other income not declared elsewhere	2012-12-31	$15
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	$505,362
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,187,964
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,682,602
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	$2,513,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,076,302
Value of interest in pooled separate accounts at end of year	2012-12-31	$134,414
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$116,185
Interest earned on other investments	2012-12-31	$53,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$80,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$87,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$87,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,458,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,403,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$290,877
Net investment gain/loss from pooled separate accounts	2012-12-31	$12,055
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$156,847
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
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	EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN	2012-12-31	272616366
2011 : ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$301,790
Total of all expenses incurred	2011-12-31	$354,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$354,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$296,825
Value of total assets at end of year	2011-12-31	$3,682,602
Value of total assets at beginning of year	2011-12-31	$3,735,153
Total interest from all sources	2011-12-31	$51,100
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$16,674
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	$16,674
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
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	$233,154
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$63,671
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	$-52,551
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,682,602
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,735,153
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	$2,076,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,100,408
Value of interest in pooled separate accounts at end of year	2011-12-31	$116,185
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$80,222
Interest earned on other investments	2011-12-31	$51,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$87,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$116,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$116,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,403,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,438,364
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$30,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-74,890
Net investment gain/loss from pooled separate accounts	2011-12-31	$12,081
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$323,793
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
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	EBELHAR WHITEHEAD, PLLC
Accountancy firm EIN	2011-12-31	272616366
2010 : ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$603,203
Total of all expenses incurred	2010-12-31	$91,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$91,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$289,403
Value of total assets at end of year	2010-12-31	$3,735,153
Value of total assets at beginning of year	2010-12-31	$3,222,954
Total interest from all sources	2010-12-31	$48,802
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$7,356
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	$7,356
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
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
Contributions received from participants	2010-12-31	$271,086
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$18,317
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	$512,199
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,735,153
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,222,954
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	$2,100,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,732,964
Value of interest in pooled separate accounts at end of year	2010-12-31	$80,222
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$80,655
Interest earned on other investments	2010-12-31	$48,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$116,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$71,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$71,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,438,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,337,878
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$30,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$248,332
Net investment gain/loss from pooled separate accounts	2010-12-31	$9,310
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$60,408
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
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	EBELHAR WHITEHEAD PLLC
Accountancy firm EIN	2010-12-31	272616366

Form 5500 Responses for ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN

2018: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ASBURY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

103002

Policy instance

Insurance contract or identification number	103002
Number of Individuals Covered	113
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

103002

Policy instance

Insurance contract or identification number	103002
Number of Individuals Covered	114
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

103002

Policy instance

Insurance contract or identification number	103002
Number of Individuals Covered	114
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

103002

Policy instance

Insurance contract or identification number	103002
Number of Individuals Covered	110
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

103002

Policy instance

Insurance contract or identification number	103002
Number of Individuals Covered	110
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

103002

Policy instance

Insurance contract or identification number	103002
Number of Individuals Covered	169
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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 number

103002

Policy instance

Insurance contract or identification number	103002
Number of Individuals Covered	162
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
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 number

103002

Policy instance

Insurance contract or identification number	103002
Number of Individuals Covered	157
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
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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Company Name:	ASBURY COLLEGE
Employer identification number (EIN):	610458355
NAIC Classification:	611000