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Plan Name | ABILENE CHRISTIAN UNIVERSITY 401(A) RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ABILENE CHRISTIAN UNIVERSITY |
Employer identification number (EIN): | 750851900 |
NAIC Classification: | 611000 |
Additional information about ABILENE CHRISTIAN UNIVERSITY
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1906-11-12 |
Company Identification Number: | 0001650101 |
Legal Registered Office Address: |
ACU BOX 29120 ABILENE United States of America (USA) 79699 |
More information about ABILENE CHRISTIAN UNIVERSITY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2013-01-01 | WENDY JONES | STEVEN G. HOLLEY | 2014-08-25 | |
001 | 2012-01-01 | WENDY K. JONES | ALLISON D. GARRETT | 2013-08-09 | |
001 | 2011-01-01 | WENDY K. JONES | KELLY L. YOUNG | 2012-09-19 | |
001 | 2010-01-01 | WENDY K. JONES | KELLY L. YOUNG | 2011-09-27 | |
001 | 2009-01-01 | WENDY K. JONES | KELLY L. YOUNG | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2013: ABILENE CHRISTIAN UNIVERSITY 401(A) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,058 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 0 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ABILENE CHRISTIAN UNIVERSITY 401(A) RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,127 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 505 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 116 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 492 |
Total of all active and inactive participants | 2012-01-01 | 1,113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 12 |
Total participants | 2012-01-01 | 1,125 |
Number of participants with account balances | 2012-01-01 | 1,058 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 21 |
2011: ABILENE CHRISTIAN UNIVERSITY 401(A) RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,155 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 577 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 103 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 473 |
Total of all active and inactive participants | 2011-01-01 | 1,153 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 1,155 |
Number of participants with account balances | 2011-01-01 | 1,127 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 8 |
2010: ABILENE CHRISTIAN UNIVERSITY 401(A) RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 1,212 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 648 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 81 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 506 |
Total of all active and inactive participants | 2010-01-01 | 1,235 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 1,235 |
Number of participants with account balances | 2010-01-01 | 1,154 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 23 |
2009: ABILENE CHRISTIAN UNIVERSITY 401(A) RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,279 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 705 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 74 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 508 |
Total of all active and inactive participants | 2009-01-01 | 1,287 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 1,287 |
Number of participants with account balances | 2009-01-01 | 1,213 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 34 |
Measure | Date | Value |
---|---|---|
2013 : ABILENE CHRISTIAN UNIVERSITY 401(A) RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $0 |
Total income from all sources (including contributions) | 2013-10-31 | $5,457,167 |
Total loss/gain on sale of assets | 2013-10-31 | $0 |
Total of all expenses incurred | 2013-10-31 | $51,020,429 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-10-31 | $51,009,775 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-10-31 | $0 |
Value of total assets at end of year | 2013-10-31 | $0 |
Value of total assets at beginning of year | 2013-10-31 | $45,563,262 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-10-31 | $10,654 |
Total interest from all sources | 2013-10-31 | $675,966 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-10-31 | $3,174 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-10-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-10-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-10-31 | $3,174 |
Was this plan covered by a fidelity bond | 2013-10-31 | Yes |
Value of fidelity bond cover | 2013-10-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2013-10-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-10-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-10-31 | $0 |
Minimum employer required contribution for this plan year | 2013-10-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-10-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-10-31 | No |
Administrative expenses (other) incurred | 2013-10-31 | $10,654 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-31 | No |
Value of net income/loss | 2013-10-31 | $-45,563,262 |
Value of net assets at end of year (total assets less liabilities) | 2013-10-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-10-31 | $45,563,262 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-10-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-10-31 | $25,164,230 |
Value of interest in pooled separate accounts at end of year | 2013-10-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-10-31 | $1,147,830 |
Interest earned on other investments | 2013-10-31 | $675,966 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-10-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-10-31 | $19,251,202 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-10-31 | $1,563,014 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-10-31 | $4,698,480 |
Net investment gain/loss from pooled separate accounts | 2013-10-31 | $79,547 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-10-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-10-31 | $49,446,761 |
Did the plan have assets held for investment | 2013-10-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-10-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-10-31 | Disclaimer |
Accountancy firm name | 2013-10-31 | DAVIS, KINARD AND CO., P.C. |
Accountancy firm EIN | 2013-10-31 | 751332266 |
2012 : ABILENE CHRISTIAN UNIVERSITY 401(A) RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $4,460,129 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,694,776 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,689,141 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $45,563,262 |
Value of total assets at beginning of year | 2012-12-31 | $44,797,909 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $5,635 |
Total interest from all sources | 2012-12-31 | $829,426 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $103,634 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $103,634 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $5,635 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $765,353 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $45,563,262 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $44,797,909 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $25,164,230 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $23,443,191 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $1,147,830 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $862,561 |
Interest earned on other investments | 2012-12-31 | $829,426 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $19,251,202 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $20,492,157 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $1,032,756 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,427,462 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $99,607 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,656,385 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | DAVIS, KINARD AND CO., P.C. |
Accountancy firm EIN | 2012-12-31 | 751332266 |
2011 : ABILENE CHRISTIAN UNIVERSITY 401(A) RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $168,718 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,635,263 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,631,054 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $44,797,909 |
Value of total assets at beginning of year | 2011-12-31 | $47,264,454 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,209 |
Total interest from all sources | 2011-12-31 | $840,134 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $60,320 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $60,320 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $15,682 |
Administrative expenses (other) incurred | 2011-12-31 | $4,209 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-2,466,545 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $44,797,909 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $47,264,454 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $23,443,191 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $25,972,351 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $862,561 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $706,216 |
Interest earned on other investments | 2011-12-31 | $840,134 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $20,492,157 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $20,570,205 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $672,139 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-827,532 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $95,796 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,958,915 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | DAVIS, KINARD AND CO., P.C. |
Accountancy firm EIN | 2011-12-31 | 751332266 |
2010 : ABILENE CHRISTIAN UNIVERSITY 401(A) RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 |
Total income from all sources (including contributions) | 2010-12-31 | $4,144,793 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,928,889 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,924,611 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $47,264,454 |
Value of total assets at beginning of year | 2010-12-31 | $45,048,550 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $4,278 |
Total interest from all sources | 2010-12-31 | $789,153 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $29,297 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $29,297 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $15,682 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $4,278 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,215,904 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $47,264,454 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $45,048,550 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $25,972,351 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $23,929,804 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $706,216 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $588,619 |
Interest earned on other investments | 2010-12-31 | $789,153 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $20,570,205 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $20,530,127 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $478,652 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,245,838 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $80,505 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,445,959 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | DAVIS, KINARD AND CO., P.C. |
Accountancy firm EIN | 2010-12-31 | 751332266 |
2009 : ABILENE CHRISTIAN UNIVERSITY 401(A) RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2013: ABILENE CHRISTIAN UNIVERSITY 401(A) RETIREMENT PLAN 2013 form 5500 responses | ||
---|---|---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | Yes |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ABILENE CHRISTIAN UNIVERSITY 401(A) RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ABILENE CHRISTIAN UNIVERSITY 401(A) RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: ABILENE CHRISTIAN UNIVERSITY 401(A) RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ABILENE CHRISTIAN UNIVERSITY 401(A) RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |