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Plan Name | JUNE SHELTON SCHOOL AND EVALUATION CENTER |
Plan identification number | 107 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
107 | 2012-10-01 | GLEN BROWN | GLEN BROWN | 2014-07-14 | |
107 | 2011-10-01 | MILLISSA FREEMAN |
Measure | Date | Value |
---|---|---|
2012: JUNE SHELTON SCHOOL AND EVALUATION CENTER 2012 401k membership | ||
Total participants, beginning-of-year | 2012-10-01 | 226 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 246 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 0 |
Total of all active and inactive participants | 2012-10-01 | 246 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
Total participants | 2012-10-01 | 246 |
Number of participants with account balances | 2012-10-01 | 239 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
2011: JUNE SHELTON SCHOOL AND EVALUATION CENTER 2011 401k membership | ||
Total participants, beginning-of-year | 2011-10-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 226 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 0 |
Total of all active and inactive participants | 2011-10-01 | 226 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
Total participants | 2011-10-01 | 226 |
Number of participants with account balances | 2011-10-01 | 224 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
Measure | Date | Value |
---|---|---|
2013 : JUNE SHELTON SCHOOL AND EVALUATION CENTER 2013 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2013-09-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-09-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2013-09-30 | $0 |
Total transfer of assets to this plan | 2013-09-30 | $0 |
Total transfer of assets from this plan | 2013-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
Expenses. Interest paid | 2013-09-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-09-30 | $0 |
Total income from all sources (including contributions) | 2013-09-30 | $746,438 |
Total loss/gain on sale of assets | 2013-09-30 | $0 |
Total of all expenses incurred | 2013-09-30 | $5,689 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $2,118 |
Expenses. Certain deemed distributions of participant loans | 2013-09-30 | $0 |
Value of total corrective distributions | 2013-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $632,692 |
Value of total assets at end of year | 2013-09-30 | $1,120,610 |
Value of total assets at beginning of year | 2013-09-30 | $379,861 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $3,571 |
Total income from rents | 2013-09-30 | $0 |
Total interest from all sources | 2013-09-30 | $871 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $8,586 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-09-30 | $8,586 |
Administrative expenses professional fees incurred | 2013-09-30 | $0 |
Was this plan covered by a fidelity bond | 2013-09-30 | No |
If this is an individual account plan, was there a blackout period | 2013-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
Contributions received from participants | 2013-09-30 | $316,346 |
Participant contributions at end of year | 2013-09-30 | $0 |
Participant contributions at beginning of year | 2013-09-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2013-09-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-09-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-09-30 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-09-30 | $0 |
Other income not declared elsewhere | 2013-09-30 | $24,171 |
Administrative expenses (other) incurred | 2013-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Income. Non cash contributions | 2013-09-30 | $0 |
Value of net income/loss | 2013-09-30 | $740,749 |
Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $1,120,610 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $379,861 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
Investment advisory and management fees | 2013-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-09-30 | $1,058,845 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-09-30 | $350,947 |
Value of interest in pooled separate accounts at end of year | 2013-09-30 | $15,774 |
Value of interest in pooled separate accounts at beginning of year | 2013-09-30 | $9,147 |
Interest on participant loans | 2013-09-30 | $0 |
Income. Interest from loans (other than to participants) | 2013-09-30 | $0 |
Interest earned on other investments | 2013-09-30 | $871 |
Income. Interest from US Government securities | 2013-09-30 | $0 |
Income. Interest from corporate debt instruments | 2013-09-30 | $0 |
Value of interest in master investment trust accounts at end of year | 2013-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2013-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2013-09-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-09-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-09-30 | $45,991 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-09-30 | $19,767 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-09-30 | $78,887 |
Net investment gain/loss from pooled separate accounts | 2013-09-30 | $0 |
Net gain/loss from 103.12 investment entities | 2013-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
Assets. Invements in employer securities at end of year | 2013-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-09-30 | $0 |
Assets. Value of employer real property at end of year | 2013-09-30 | $0 |
Assets. Value of employer real property at beginning of year | 2013-09-30 | $0 |
Contributions received in cash from employer | 2013-09-30 | $316,346 |
Income. Dividends from preferred stock | 2013-09-30 | $0 |
Income. Dividends from common stock | 2013-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $2,118 |
Contract administrator fees | 2013-09-30 | $3,571 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-09-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-09-30 | $0 |
Did the plan have assets held for investment | 2013-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
Aggregate proceeds on sale of assets | 2013-09-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2013-09-30 | $0 |
2012 : JUNE SHELTON SCHOOL AND EVALUATION CENTER 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-09-30 | $383,894 |
Total of all expenses incurred | 2012-09-30 | $4,032 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $3,357 |
Expenses. Certain deemed distributions of participant loans | 2012-09-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $260,998 |
Value of total assets at end of year | 2012-09-30 | $379,861 |
Value of total assets at beginning of year | 2012-09-30 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $675 |
Total interest from all sources | 2012-09-30 | $196 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $177 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-09-30 | $177 |
Was this plan covered by a fidelity bond | 2012-09-30 | No |
If this is an individual account plan, was there a blackout period | 2012-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
Contributions received from participants | 2012-09-30 | $130,468 |
Participant contributions at end of year | 2012-09-30 | $0 |
Participant contributions at beginning of year | 2012-09-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2012-09-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-09-30 | $130,530 |
Other income not declared elsewhere | 2012-09-30 | $109,230 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Income. Non cash contributions | 2012-09-30 | $0 |
Value of net income/loss | 2012-09-30 | $379,862 |
Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $379,861 |
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) | 2012-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-09-30 | $350,947 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-09-30 | $0 |
Value of interest in pooled separate accounts at end of year | 2012-09-30 | $9,147 |
Value of interest in pooled separate accounts at beginning of year | 2012-09-30 | $0 |
Interest on participant loans | 2012-09-30 | $0 |
Interest earned on other investments | 2012-09-30 | $196 |
Value of interest in master investment trust accounts at end of year | 2012-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2012-09-30 | $0 |
Value of interest in common/collective trusts at end of year | 2012-09-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2012-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2012-09-30 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-09-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-09-30 | $19,767 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-09-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-09-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-09-30 | $12,829 |
Net investment gain/loss from pooled separate accounts | 2012-09-30 | $464 |
Net investment gain or loss from common/collective trusts | 2012-09-30 | $0 |
Net gain/loss from 103.12 investment entities | 2012-09-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
Contributions received in cash from employer | 2012-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $3,357 |
Contract administrator fees | 2012-09-30 | $675 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-09-30 | No |
Did the plan have assets held for investment | 2012-09-30 | 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 | 2012-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
2012: JUNE SHELTON SCHOOL AND EVALUATION CENTER 2012 form 5500 responses | ||
---|---|---|
2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Submission has been amended | No |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan is a collectively bargained plan | No |
2012-10-01 | Plan funding arrangement – Insurance | Yes |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement – Insurance | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: JUNE SHELTON SCHOOL AND EVALUATION CENTER 2011 form 5500 responses | ||
2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Submission has been amended | No |
2011-10-01 | This submission is the final filing | No |
2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-10-01 | Plan is a collectively bargained plan | No |
2011-10-01 | Plan funding arrangement – Insurance | Yes |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |