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JUNE SHELTON SCHOOL AND EVALUATION CENTER 401k Plan overview

Plan NameJUNE SHELTON SCHOOL AND EVALUATION CENTER
Plan identification number 106

JUNE SHELTON SCHOOL AND EVALUATION CENTER Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

JUNE SHELTON SCHOOL AND EVALUATION CENTER has sponsored the creation of one or more 401k plans.

Company Name:JUNE SHELTON SCHOOL AND EVALUATION CENTER
Employer identification number (EIN):751507280
NAIC Classification:611000

Additional information about JUNE SHELTON SCHOOL AND EVALUATION CENTER

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1976-04-02
Company Identification Number: 0037863401
Legal Registered Office Address: 17301 PRESTON RD ATTN: DIANA LIESE

DALLAS
United States of America (USA)
75252

More information about JUNE SHELTON SCHOOL AND EVALUATION CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JUNE SHELTON SCHOOL AND EVALUATION CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1062012-10-01GLEN BROWN2014-07-14 GLEN BROWN2014-07-14
1062011-10-01MILLISSA FREEMAN MILLISSA FREEMAN2013-04-26

Plan Statistics for JUNE SHELTON SCHOOL AND EVALUATION CENTER

401k plan membership statisitcs for JUNE SHELTON SCHOOL AND EVALUATION CENTER

Measure Date Value
2011: JUNE SHELTON SCHOOL AND EVALUATION CENTER 2011 401k membership
Total participants, beginning-of-year2011-10-010
Total number of active participants reported on line 7a of the Form 55002011-10-0182
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0182
Number of participants with account balances2011-10-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010

Financial Data on JUNE SHELTON SCHOOL AND EVALUATION CENTER

Measure Date Value
2012 : JUNE SHELTON SCHOOL AND EVALUATION CENTER 2012 401k financial data
Total income from all sources (including contributions)2012-09-30$250,225
Total of all expenses incurred2012-09-30$1,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$1,059
Expenses. Certain deemed distributions of participant loans2012-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$234,623
Value of total assets at end of year2012-09-30$248,799
Value of total assets at beginning of year2012-09-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$366
Total interest from all sources2012-09-30$142
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$23
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$23
Was this plan covered by a fidelity bond2012-09-30No
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$208,821
Participant contributions at end of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$0
Assets. Other investments not covered elsewhere at end of year2012-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$25,802
Other income not declared elsewhere2012-09-30$6,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Income. Non cash contributions2012-09-30$0
Value of net income/loss2012-09-30$248,800
Value of net assets at end of year (total assets less liabilities)2012-09-30$248,799
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$224,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$0
Value of interest in pooled separate accounts at end of year2012-09-30$4,968
Value of interest in pooled separate accounts at beginning of year2012-09-30$0
Interest on participant loans2012-09-30$0
Interest earned on other investments2012-09-30$142
Value of interest in master investment trust accounts at end of year2012-09-30$0
Value of interest in master investment trust accounts at beginning of year2012-09-30$0
Value of interest in common/collective trusts at end of year2012-09-30$0
Value of interest in common/collective trusts at beginning of year2012-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2012-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$19,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$8,569
Net investment gain/loss from pooled separate accounts2012-09-30$128
Net investment gain or loss from common/collective trusts2012-09-30$0
Net gain/loss from 103.12 investment entities2012-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$1,059
Contract administrator fees2012-09-30$366
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30No
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No

Form 5500 Responses for JUNE SHELTON SCHOOL AND EVALUATION CENTER

2011: JUNE SHELTON SCHOOL AND EVALUATION CENTER 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500106
Policy instance 1
Insurance contract or identification number500106
Number of Individuals Covered82
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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