401k Plan data: COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN plan

COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.

401k Sponsoring company profile

COLLEGE STORE ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name: COLLEGE STORE ENTERPRISES, INC.

Employer identification number (EIN): 953936173

NAIC Classification: 451211
NAIC Description: Book Stores

Additional information about COLLEGE STORE ENTERPRISES, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1984-08-30

Company Identification Number: C1317090

Legal Registered Office Address: 1725 N Eastern Ave

Los Angeles
United States of America (USA)
90032

More information about COLLEGE STORE ENTERPRISES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-07-01 RITA KALRA 2017-10-11
001 2015-07-01 LINDA DUNDAS 2017-04-11
001 2014-07-01 LINDA DUNDAS 2016-01-22
001 2013-07-01 LINDA DUNDAS LINDA DUNDAS 2015-04-14
001 2012-07-01 LINDA DUNDAS LINDA DUNDAS 2014-04-10
001 2011-07-01 LINDA DUNDAS LINDA DUNDAS 2013-03-15
001 2010-07-01 JOHN HOLZ
001 2009-07-01 JOHN HOLZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-07-01	RITA KALRA	2017-10-11
001	2015-07-01	LINDA DUNDAS	2017-04-11
001	2014-07-01	LINDA DUNDAS	2016-01-22
001	2013-07-01	LINDA DUNDAS		LINDA DUNDAS	2015-04-14
001	2012-07-01	LINDA DUNDAS		LINDA DUNDAS	2014-04-10
001	2011-07-01	LINDA DUNDAS		LINDA DUNDAS	2013-03-15
001	2010-07-01	JOHN HOLZ
001	2009-07-01	JOHN HOLZ

Plan Statistics for COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 34
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 20
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 11
Total of all active and inactive participants 2013-07-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 31
Number of participants with account balances 2013-07-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 36
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 17
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 17
Total of all active and inactive participants 2012-07-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 34
Number of participants with account balances 2012-07-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 36
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 17
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 17
Total of all active and inactive participants 2011-07-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 34
Number of participants with account balances 2011-07-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 35
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 19
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 17
Total of all active and inactive participants 2010-07-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 1
Total participants 2010-07-01 37
Number of participants with account balances 2010-07-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 1
2009: COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 37
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 18
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 17
Total of all active and inactive participants 2009-07-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 35
Number of participants with account balances 2009-07-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 1

Measure	Date	Value
2013: COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	34
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	20
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	11
Total of all active and inactive participants	2013-07-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	31
Number of participants with account balances	2013-07-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	36
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	17
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	17
Total of all active and inactive participants	2012-07-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	34
Number of participants with account balances	2012-07-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	36
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	17
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	17
Total of all active and inactive participants	2011-07-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	34
Number of participants with account balances	2011-07-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	35
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	19
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	17
Total of all active and inactive participants	2010-07-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	1
Total participants	2010-07-01	37
Number of participants with account balances	2010-07-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	1
2009: COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	37
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	18
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	17
Total of all active and inactive participants	2009-07-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	35
Number of participants with account balances	2009-07-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	1

Financial Data on COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$96,700
Expenses. Total of all expenses incurred	2014-06-30	$232,818
Benefits paid (including direct rollovers)	2014-06-30	$232,818
Total plan assets at end of year	2014-06-30	$965,386
Total plan assets at beginning of year	2014-06-30	$1,101,504
Value of fidelity bond covering the plan	2014-06-30	$100,000
Total contributions received or receivable from participants	2014-06-30	$38,524
Other income received	2014-06-30	$40,056
Net income (gross income less expenses)	2014-06-30	$-136,118
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$965,386
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$1,101,504
Assets. Value of participant loans	2014-06-30	$21,308
Total contributions received or receivable from employer(s)	2014-06-30	$18,120
2013 : COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$125,896
Expenses. Total of all expenses incurred	2013-06-30	$52,821
Benefits paid (including direct rollovers)	2013-06-30	$40,353
Total plan assets at end of year	2013-06-30	$1,101,504
Total plan assets at beginning of year	2013-06-30	$1,028,429
Value of fidelity bond covering the plan	2013-06-30	$100,000
Total contributions received or receivable from participants	2013-06-30	$61,470
Other income received	2013-06-30	$41,015
Net income (gross income less expenses)	2013-06-30	$73,075
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$1,101,504
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$1,028,429
Assets. Value of participant loans	2013-06-30	$3,096
Total contributions received or receivable from employer(s)	2013-06-30	$23,411
Value of certain deemed distributions of participant loans	2013-06-30	$12,468
2012 : COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$64,213
Expenses. Total of all expenses incurred	2012-06-30	$413,533
Benefits paid (including direct rollovers)	2012-06-30	$413,533
Total plan assets at end of year	2012-06-30	$1,028,429
Total plan assets at beginning of year	2012-06-30	$1,377,749
Value of fidelity bond covering the plan	2012-06-30	$100,000
Total contributions received or receivable from participants	2012-06-30	$64,695
Other income received	2012-06-30	$-22,920
Net income (gross income less expenses)	2012-06-30	$-349,320
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$1,028,429
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$1,377,749
Assets. Value of participant loans	2012-06-30	$15,526
Total contributions received or receivable from employer(s)	2012-06-30	$22,438
2011 : COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$359,688
Expenses. Total of all expenses incurred	2011-06-30	$15,594
Benefits paid (including direct rollovers)	2011-06-30	$15,594
Total plan assets at end of year	2011-06-30	$1,377,749
Total plan assets at beginning of year	2011-06-30	$1,033,655
Value of fidelity bond covering the plan	2011-06-30	$100,000
Total contributions received or receivable from participants	2011-06-30	$83,482
Other income received	2011-06-30	$248,569
Net income (gross income less expenses)	2011-06-30	$344,094
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$1,377,749
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,033,655
Total contributions received or receivable from employer(s)	2011-06-30	$27,637
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

2013: COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: COLLEGE STORE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

102635

Policy instance

Insurance contract or identification number	102635
Insurance policy start date	2013-08-25
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $1,665
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $832
Insurance broker organization code?	3
Insurance broker name	STRATEGIC RETIREMENT PLAN DYNAMICS,

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

102635

Policy instance

Insurance contract or identification number	102635
Number of Individuals Covered	26
Insurance policy start date	2012-08-25
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $2,060
Total amount of fees paid to insurance company	USD $5,740
Commission paid to Insurance Broker	USD $1,030
Insurance broker organization code?	3
Amount paid for insurance broker fees	5740
Insurance broker name	STRATEGIC RETIREMENT PLAN DYNAMICS,

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

102635

Policy instance

Insurance contract or identification number	102635
Number of Individuals Covered	36
Insurance policy start date	2011-08-25
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $9,736
Total amount of fees paid to insurance company	USD $8,247

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

788-80075

Policy instance

Insurance contract or identification number	788-80075
Number of Individuals Covered	35
Insurance policy start date	2010-07-01
Insurance policy end date	2010-12-08
Total amount of commissions paid to insurance broker	USD $20
Total amount of fees paid to insurance company	USD $5
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

788-80075

Policy instance

Insurance contract or identification number	788-80075
Number of Individuals Covered	35
Insurance policy start date	2010-12-09
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $49
Total amount of fees paid to insurance company	USD $12
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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Company Name:	COLLEGE STORE ENTERPRISES, INC.
Employer identification number (EIN):	953936173
NAIC Classification:	451211
NAIC Description:	Book Stores

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1984-08-30
Company Identification Number:	C1317090
Legal Registered Office Address:	1725 N Eastern Ave Los Angeles United States of America (USA) 90032