?>
Logo

THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 401k Plan overview

Plan NameTHE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN
Plan identification number 001

THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COLUMBIA SOUTHERN EDUCATION GROUP has sponsored the creation of one or more 401k plans.

Company Name:COLUMBIA SOUTHERN EDUCATION GROUP
Employer identification number (EIN):631175854
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PAUL TROUP
0012016-01-01PAUL TROUP
0012015-01-01PAUL TROUP
0012014-01-01PAUL TROUP
0012013-01-01PAUL TROUP
0012012-01-01PAUL TROUP
0012011-01-01PAUL A TROUP IV
0012009-01-01STEVE R. PERKINS

Plan Statistics for THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN

401k plan membership statisitcs for THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN

Measure Date Value
2022: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,472
Total number of active participants reported on line 7a of the Form 55002022-01-01946
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-01322
Total of all active and inactive participants2022-01-011,278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,278
Number of participants with account balances2022-01-01886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,576
Total number of active participants reported on line 7a of the Form 55002021-01-011,360
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01110
Total of all active and inactive participants2021-01-011,472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,472
Number of participants with account balances2021-01-01924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,414
Total number of active participants reported on line 7a of the Form 55002020-01-011,397
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0195
Total of all active and inactive participants2020-01-011,493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,493
Number of participants with account balances2020-01-01927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,354
Total number of active participants reported on line 7a of the Form 55002019-01-011,266
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01108
Total of all active and inactive participants2019-01-011,374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,374
Number of participants with account balances2019-01-01888
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,278
Total number of active participants reported on line 7a of the Form 55002018-01-011,233
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0185
Total of all active and inactive participants2018-01-011,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,320
Number of participants with account balances2018-01-01798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,286
Total number of active participants reported on line 7a of the Form 55002017-01-011,127
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01138
Total of all active and inactive participants2017-01-011,271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,271
Number of participants with account balances2017-01-01810
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0136
2016: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,371
Total number of active participants reported on line 7a of the Form 55002016-01-011,156
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-01117
Total of all active and inactive participants2016-01-011,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,284
Number of participants with account balances2016-01-01748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0135
2015: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,372
Total number of active participants reported on line 7a of the Form 55002015-01-011,269
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01101
Total of all active and inactive participants2015-01-011,374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,374
Number of participants with account balances2015-01-01722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0128
2014: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01826
Total number of active participants reported on line 7a of the Form 55002014-01-011,283
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0186
Total of all active and inactive participants2014-01-011,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,369
Number of participants with account balances2014-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01723
Total number of active participants reported on line 7a of the Form 55002013-01-01736
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0186
Total of all active and inactive participants2013-01-01822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01822
Number of participants with account balances2013-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0125
2012: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01561
Total number of active participants reported on line 7a of the Form 55002012-01-01649
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0173
Total of all active and inactive participants2012-01-01723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01723
Number of participants with account balances2012-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0123
2011: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01514
Total number of active participants reported on line 7a of the Form 55002011-01-01540
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01560
Number of participants with account balances2011-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2009: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01263
Total number of active participants reported on line 7a of the Form 55002009-01-01336
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01352
Number of participants with account balances2009-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN

Measure Date Value
2022 : THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,860
Total income from all sources (including contributions)2022-12-31$-953,613
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,044,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,775,589
Value of total corrective distributions2022-12-31$22,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,845,619
Value of total assets at end of year2022-12-31$29,984,418
Value of total assets at beginning of year2022-12-31$33,983,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$245,631
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$17,823
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,126,147
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$354,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$5,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$6,860
Administrative expenses (other) incurred2022-12-31$119
Total non interest bearing cash at end of year2022-12-31$5,560
Total non interest bearing cash at beginning of year2022-12-31$7,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,997,716
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,978,858
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,976,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$29,978,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$33,976,401
Net investment gain/loss from pooled separate accounts2022-12-31$-5,799,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,364,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,775,589
Contract administrator fees2022-12-31$227,689
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WEWORSKI AND ASSOCIATES
Accountancy firm EIN2022-12-31330516783
2021 : THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,865
Total income from all sources (including contributions)2021-12-31$8,968,418
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,561,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,287,167
Value of total corrective distributions2021-12-31$15,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,781,149
Value of total assets at end of year2021-12-31$33,983,434
Value of total assets at beginning of year2021-12-31$27,580,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$258,892
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$17,219
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,184,822
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$166,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$6,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$10,865
Administrative expenses (other) incurred2021-12-31$78
Total non interest bearing cash at end of year2021-12-31$7,033
Total non interest bearing cash at beginning of year2021-12-31$6,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,406,769
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,976,574
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,569,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$33,976,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,573,810
Net investment gain/loss from pooled separate accounts2021-12-31$4,187,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,430,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,287,167
Contract administrator fees2021-12-31$241,595
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WEWORSKI AND ASSOCIATES
Accountancy firm EIN2021-12-31330516783
2020 : THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$13,112
Total income from all sources (including contributions)2020-12-31$8,511,438
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,473,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,252,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,449,679
Value of total assets at end of year2020-12-31$27,580,670
Value of total assets at beginning of year2020-12-31$20,545,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$221,342
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$27,042
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,901,141
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$154,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$10,865
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$13,112
Administrative expenses (other) incurred2020-12-31$38
Total non interest bearing cash at end of year2020-12-31$6,860
Total non interest bearing cash at beginning of year2020-12-31$6,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,037,769
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,569,805
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,532,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,573,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,538,288
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,136
Net investment gain/loss from pooled separate accounts2020-12-31$4,061,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,393,619
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,251,191
Contract administrator fees2020-12-31$194,262
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WEWORSKI AND ASSOCIATES
Accountancy firm EIN2020-12-31330516783
2019 : THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,880
Total income from all sources (including contributions)2019-12-31$7,399,294
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,477,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,308,456
Value of total corrective distributions2019-12-31$2,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,907,732
Value of total assets at end of year2019-12-31$20,545,148
Value of total assets at beginning of year2019-12-31$14,617,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$166,550
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$3,570
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,433,554
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$260,614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$13,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$7,880
Administrative expenses (other) incurred2019-12-31$4
Total non interest bearing cash at end of year2019-12-31$6,860
Total non interest bearing cash at beginning of year2019-12-31$8,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,922,087
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,532,036
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,609,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,538,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,608,845
Net investment gain/loss from pooled separate accounts2019-12-31$3,491,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,213,564
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,308,456
Contract administrator fees2019-12-31$162,976
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEWORSKI AND ASSOCIATES
Accountancy firm EIN2019-12-31330516783
2018 : THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$398
Total income from all sources (including contributions)2018-12-31$2,247,579
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,360,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,233,615
Value of total corrective distributions2018-12-31$1,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,184,045
Value of total assets at end of year2018-12-31$14,617,829
Value of total assets at beginning of year2018-12-31$13,723,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$125,801
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$14,991
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,974,297
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$5
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$182,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$7,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$398
Total non interest bearing cash at end of year2018-12-31$8,984
Total non interest bearing cash at beginning of year2018-12-31$459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$887,150
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,609,949
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,722,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,608,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,722,728
Net investment gain/loss from pooled separate accounts2018-12-31$-936,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,027,038
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$5
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,233,615
Contract administrator fees2018-12-31$110,810
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WEWORSKI AND ASSOCIATES
Accountancy firm EIN2018-12-31330516783
2017 : THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$398
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$18,629
Total income from all sources (including contributions)2017-12-31$4,612,816
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,012,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,007,065
Value of total corrective distributions2017-12-31$1,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,969,278
Value of total assets at end of year2017-12-31$13,723,197
Value of total assets at beginning of year2017-12-31$10,141,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,535
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$2,730
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,706,749
Participant contributions at end of year2017-12-31$5
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$322,564
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$18,629
Administrative expenses (other) incurred2017-12-31$5
Total non interest bearing cash at end of year2017-12-31$459
Total non interest bearing cash at beginning of year2017-12-31$20,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,600,166
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,722,799
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,122,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,722,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,120,740
Net investment gain/loss from pooled separate accounts2017-12-31$1,643,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$939,965
Employer contributions (assets) at end of year2017-12-31$5
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,007,065
Contract administrator fees2017-12-31$1,800
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WEWORSKI AND ASSOCIATES
Accountancy firm EIN2017-12-31330516783
2016 : THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,087
Total income from all sources (including contributions)2016-12-31$3,129,283
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$793,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$790,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,570,076
Value of total assets at end of year2016-12-31$10,141,262
Value of total assets at beginning of year2016-12-31$7,791,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,815
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$2,809
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,534,176
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$188,459
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$18,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$5,087
Administrative expenses (other) incurred2016-12-31$6
Total non interest bearing cash at end of year2016-12-31$20,522
Total non interest bearing cash at beginning of year2016-12-31$4,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,336,159
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,122,633
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,786,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,120,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,787,148
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$559,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$847,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$790,309
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WEWORSKI AND ASSOCIATES
Accountancy firm EIN2016-12-31330516783
2015 : THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,087
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$2,167,260
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$367,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$363,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,305,603
Value of total assets at end of year2015-12-31$7,791,561
Value of total assets at beginning of year2015-12-31$5,986,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,470
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$805
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,317,463
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$334,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$5,087
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$5,212
Administrative expenses (other) incurred2015-12-31$2,665
Total non interest bearing cash at end of year2015-12-31$4,413
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,799,968
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,786,474
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,986,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,787,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,629,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,357,491
Net investment gain/loss from pooled separate accounts2015-12-31$-143,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$653,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$363,822
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WEWORSKI AND ASSOCIATES
Accountancy firm EIN2015-12-31330516783
2014 : THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,562,391
Total of all expenses incurred2014-12-31$405,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$400,720
Value of total corrective distributions2014-12-31$1,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,329,936
Value of total assets at end of year2014-12-31$5,986,506
Value of total assets at beginning of year2014-12-31$4,829,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$844,257
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$20,356
Other income not declared elsewhere2014-12-31$10,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,156,539
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,986,506
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,829,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$4,629,015
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,639,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,357,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,190,182
Net investment gain/loss from pooled separate accounts2014-12-31$222,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$465,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$400,720
Contract administrator fees2014-12-31$4,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WEWORSKI AND ASSOCIATES
Accountancy firm EIN2014-12-31330516783
2013 : THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,829,608
Total of all expenses incurred2013-12-31$335,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$335,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,192,432
Value of total assets at end of year2013-12-31$4,829,967
Value of total assets at beginning of year2013-12-31$3,336,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$637,111
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$171,528
Other income not declared elsewhere2013-12-31$8,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,493,824
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,829,967
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,336,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,639,785
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,371,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,190,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$964,369
Net investment gain/loss from pooled separate accounts2013-12-31$628,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$383,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$335,007
Contract administrator fees2013-12-31$777
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WEWORSKI AND ASSOCIATES
Accountancy firm EIN2013-12-31330516783
2012 : THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,228,501
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$123,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$121,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$989,748
Value of total assets at end of year2012-12-31$3,336,143
Value of total assets at beginning of year2012-12-31$2,230,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,254
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$584,992
Participant contributions at beginning of year2012-12-31$7,736
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$44,818
Other income not declared elsewhere2012-12-31$8,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,105,199
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,336,143
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,230,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,371,774
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,459,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$964,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$763,547
Net investment gain/loss from pooled separate accounts2012-12-31$229,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$359,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$121,048
Contract administrator fees2012-12-31$2,254
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WEWORSKI AND ASSOCIATES
Accountancy firm EIN2012-12-31330516783
2011 : THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$841,331
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$122,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$117,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$909,467
Value of total assets at end of year2011-12-31$2,230,944
Value of total assets at beginning of year2011-12-31$1,512,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,437
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$525,636
Participant contributions at end of year2011-12-31$7,736
Participant contributions at beginning of year2011-12-31$11,068
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$60,193
Other income not declared elsewhere2011-12-31$2,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$718,604
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,230,944
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,512,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$3,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$955,555
Value of interest in pooled separate accounts at end of year2011-12-31$1,459,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$538,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$538,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$763,547
Net investment gain/loss from pooled separate accounts2011-12-31$-71,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$323,638
Employer contributions (assets) at beginning of year2011-12-31$7,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$117,290
Contract administrator fees2011-12-31$1,904
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WEWORSKI & ASSOCIATES
Accountancy firm EIN2011-12-31330516783
2010 : THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$841,397
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$24,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$15,369
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$750,362
Value of total assets at end of year2010-12-31$1,512,340
Value of total assets at beginning of year2010-12-31$695,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,480
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$1,159
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$7,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$7,671
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$425,487
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$11,068
Participant contributions at beginning of year2010-12-31$9,848
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$44,734
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$816,548
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,512,340
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$695,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$8,704
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$955,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$403,947
Interest on participant loans2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$538,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$275,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$275,988
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,159
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$82,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$280,141
Employer contributions (assets) at end of year2010-12-31$7,280
Employer contributions (assets) at beginning of year2010-12-31$6,009
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$15,369
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$776
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WEWORSKI & ASSOCIATES
Accountancy firm EIN2010-12-31330516783

Form 5500 Responses for THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN

2022: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE COLUMBIA SOUTHERN EDUCATION GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number119095
Policy instance 1
Insurance contract or identification number119095
Number of Individuals Covered886
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $152,187
Total amount of fees paid to insurance companyUSD $15,250
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $152,187
Insurance broker organization code?3
Amount paid for insurance broker fees15250
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number119095
Policy instance 1
Insurance contract or identification number119095
Number of Individuals Covered924
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $153,088
Total amount of fees paid to insurance companyUSD $15,340
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $80,633
Insurance broker organization code?3
Amount paid for insurance broker fees15340
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number119095
Policy instance 1
Insurance contract or identification number119095
Number of Individuals Covered927
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $109,588
Total amount of fees paid to insurance companyUSD $10,981
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $109,588
Insurance broker organization code?3
Amount paid for insurance broker fees10981
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number119095
Policy instance 1
Insurance contract or identification number119095
Number of Individuals Covered888
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $86,571
Total amount of fees paid to insurance companyUSD $13,289
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $86,571
Insurance broker organization code?3
Amount paid for insurance broker fees13289
Additional information about fees paid to insurance brokerTPA ADMINISTRATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number119095
Policy instance 1
Insurance contract or identification number119095
Number of Individuals Covered798
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $73,269
Total amount of fees paid to insurance companyUSD $7,412
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $73,269
Insurance broker organization code?3
Amount paid for insurance broker fees7412
Additional information about fees paid to insurance brokerTPA ADMINISTRATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number119095
Policy instance 1
Insurance contract or identification number119095
Number of Individuals Covered810
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $58,510
Total amount of fees paid to insurance companyUSD $6,798
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $58,510
Insurance broker organization code?3
Amount paid for insurance broker fees6798
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameTHE PENSION CENTER OF FLORIDA, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802119
Policy instance 2
Insurance contract or identification number802119
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,967
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $4,132
Insurance broker organization code?3
Insurance broker nameBBVA COMPASS INSURANCE AGENCY, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number119095
Policy instance 1
Insurance contract or identification number119095
Number of Individuals Covered722
Insurance policy start date2015-06-29
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,006
Total amount of fees paid to insurance companyUSD $24,703
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $15,006
Insurance broker organization code?3
Amount paid for insurance broker fees24703
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameTHE PENSION CENTER OF FLORIDA, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802119
Policy instance 1
Insurance contract or identification number802119
Number of Individuals Covered485
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,328
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,328
Insurance broker organization code?3
Insurance broker nameBBVA COMPASS INSURANCE AGENCY
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802119
Policy instance 1
Insurance contract or identification number802119
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,069
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $8,153
Insurance broker organization code?3
Insurance broker nameBBVA COMPASS INSURANCE AGENCY
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802119
Policy instance 1
Insurance contract or identification number802119
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,636
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $7,636
Insurance broker organization code?3
Insurance broker nameBBVA COMPASS INSURANCE AGENCY
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802119
Policy instance 1
Insurance contract or identification number802119
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $23,079
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3