401k Plan data: LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN plan

LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN 401k Plan overview

Plan Name	LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN
Plan identification number	002

LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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

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

Company Name: LINCOLN MEMORIAL UNIVERSITY

Employer identification number (EIN): 620479542

NAIC Classification: 611000

Additional information about LINCOLN MEMORIAL UNIVERSITY

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2014-07-25

Company Identification Number: F197010

Legal Registered Office Address: 100 ROSE HILL IND PARK

ROSE HILL
United States of America (USA)
24281

More information about LINCOLN MEMORIAL UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 MS. KING LIBBY KING 2014-10-15
002 2012-01-01 MS. KING LIBBY KING 2013-10-15
002 2011-01-01 MS. KING LIBBY KING 2013-10-15
002 2009-01-01 MS. KING LIBBY KING 2013-10-16
002 2009-01-01 MS. KING LIBBY KING 2013-10-14
002 2009-01-01 MS. KING LIBBY KING 2013-10-17

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	MS. KING	LIBBY KING	2014-10-15
002	2012-01-01	MS. KING	LIBBY KING	2013-10-15
002	2011-01-01	MS. KING	LIBBY KING	2013-10-15
002	2009-01-01	MS. KING	LIBBY KING	2013-10-16
002	2009-01-01	MS. KING	LIBBY KING	2013-10-14
002	2009-01-01	MS. KING	LIBBY KING	2013-10-17

Plan Statistics for LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN

401k plan membership statisitcs for LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN

Measure Date Value
2013: LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 293
Total of all active and inactive participants 2013-01-01 0
Total participants 2013-01-01 0
2012: LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 272
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 278
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 293
Number of participants with account balances 2012-01-01 225
2011: LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 266
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 272
Total participants 2011-01-01 272
Number of participants with account balances 2011-01-01 204
2009: LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 230
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 233
Total participants 2009-01-01 233
Number of participants with account balances 2009-01-01 173

Measure	Date	Value
2013: LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	293
Total of all active and inactive participants	2013-01-01	0
Total participants	2013-01-01	0
2012: LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	272
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	278
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	293
Number of participants with account balances	2012-01-01	225
2011: LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	266
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	272
Total participants	2011-01-01	272
Number of participants with account balances	2011-01-01	204
2009: LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	230
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	233
Total participants	2009-01-01	233
Number of participants with account balances	2009-01-01	173

Financial Data on LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN

Measure	Date	Value
2013 : LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN 2013 401k financial data
Total transfer of assets from this plan	2013-12-31	$9,757,009
Total income from all sources (including contributions)	2013-12-31	$0
Value of total assets at beginning of year	2013-12-31	$9,757,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
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
Participant contributions at beginning of year	2013-12-31	$75,729
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 assets at end of year (total assets less liabilities)	2013-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,757,009
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 beginning of year	2013-12-31	$4,814,775
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$441,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$4,424,771
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
Did the plan have assets held for investment	2013-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	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	Yes
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	RODEFER MOSS & CO , PLLC
Accountancy firm EIN	2013-12-31	621690032
2012 : LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$2,201,882
Total of all expenses incurred	2012-12-31	$379,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$379,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,511,369
Value of total assets at end of year	2012-12-31	$9,757,009
Value of total assets at beginning of year	2012-12-31	$7,934,435
Total interest from all sources	2012-12-31	$127,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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	$948,056
Participant contributions at end of year	2012-12-31	$75,729
Participant contributions at beginning of year	2012-12-31	$80,048
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$563,313
Other income not declared elsewhere	2012-12-31	$-283
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	$1,822,574
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,757,009
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,934,435
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	$4,814,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,936,203
Value of interest in pooled separate accounts at end of year	2012-12-31	$441,734
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$387,280
Interest earned on other investments	2012-12-31	$127,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$4,424,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$3,530,904
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$7,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$523,060
Net investment gain/loss from pooled separate accounts	2012-12-31	$40,592
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	$371,372
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	Yes
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	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	RODEFER MOSS & CO , PLLC
Accountancy firm EIN	2012-12-31	621690032
2011 : LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$1,315,626
Total of all expenses incurred	2011-12-31	$293,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$293,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,204,625
Value of total assets at end of year	2011-12-31	$7,934,435
Value of total assets at beginning of year	2011-12-31	$6,912,205
Total interest from all sources	2011-12-31	$108,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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	$905,977
Participant contributions at end of year	2011-12-31	$80,048
Participant contributions at beginning of year	2011-12-31	$71,446
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$298,648
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	$1,022,230
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,934,435
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,912,205
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	$3,936,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,519,015
Value of interest in pooled separate accounts at end of year	2011-12-31	$387,280
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$263,857
Interest earned on other investments	2011-12-31	$108,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$3,530,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,057,887
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$74,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-37,649
Net investment gain/loss from pooled separate accounts	2011-12-31	$40,079
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	Yes
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	$218,708
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	Yes
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	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	RODEFER MOSS & CO , PLLC
Accountancy firm EIN	2011-12-31	621690032
2010 : LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,679,619
Total of all expenses incurred	2010-12-31	$147,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$147,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,226,857
Value of total assets at end of year	2010-12-31	$6,912,205
Value of total assets at beginning of year	2010-12-31	$5,379,747
Total interest from all sources	2010-12-31	$88,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
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	$851,539
Participant contributions at end of year	2010-12-31	$71,446
Participant contributions at beginning of year	2010-12-31	$64,351
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$375,318
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	$1,532,458
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,912,205
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,379,747
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	$3,519,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,860,610
Value of interest in pooled separate accounts at end of year	2010-12-31	$263,857
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$165,535
Interest earned on other investments	2010-12-31	$88,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,057,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,289,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$335,179
Net investment gain/loss from pooled separate accounts	2010-12-31	$29,214
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	Yes
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	$147,161
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	Yes
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	RODEFER MOSS & CO , PLLC
Accountancy firm EIN	2010-12-31	621690032

Form 5500 Responses for LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN

2013: LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	Yes
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: LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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: LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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
2009: LINCOLN MEMORIAL UNIVERSITY 403(B) TDA PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	Yes
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

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Company Name:	LINCOLN MEMORIAL UNIVERSITY
Employer identification number (EIN):	620479542
NAIC Classification:	611000

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2014-07-25
Company Identification Number:	F197010
Legal Registered Office Address:	100 ROSE HILL IND PARK ROSE HILL United States of America (USA) 24281