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HILLSDALE COLLEGE TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameHILLSDALE COLLEGE TAX DEFERRED ANNUITY PLAN
Plan identification number 003

HILLSDALE COLLEGE TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

HILLSDALE COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:HILLSDALE COLLEGE
Employer identification number (EIN):381374230
NAIC Classification:611000

Additional information about HILLSDALE COLLEGE

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1989-02-27
Company Identification Number: 0007936907
Legal Registered Office Address: 3210 BEVERLY DR

DALLAS
United States of America (USA)
75205

More information about HILLSDALE COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HILLSDALE COLLEGE TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032013-01-01JANET MARSH JANET MARSH2014-05-14
0032012-01-01JANET MARSH JANET MARSH2013-10-08
0032011-01-01JANET MARSH
0032010-01-01JILL PULLEY JILL PULLEY2011-10-14
0032009-01-01JILL PULLEY JILL PULLEY2010-10-15

Plan Statistics for HILLSDALE COLLEGE TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for HILLSDALE COLLEGE TAX DEFERRED ANNUITY PLAN

Measure Date Value
2013: HILLSDALE COLLEGE TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01242
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HILLSDALE COLLEGE TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01231
Total number of active participants reported on line 7a of the Form 55002012-01-01232
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01242
Number of participants with account balances2012-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HILLSDALE COLLEGE TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01190
Total number of active participants reported on line 7a of the Form 55002011-01-01225
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01231
Number of participants with account balances2011-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HILLSDALE COLLEGE TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01177
Total number of active participants reported on line 7a of the Form 55002010-01-01137
Number of retired or separated participants receiving benefits2010-01-0151
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01190
Number of participants with account balances2010-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HILLSDALE COLLEGE TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01202
Total number of active participants reported on line 7a of the Form 55002009-01-01196
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01205
Number of participants with account balances2009-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HILLSDALE COLLEGE TAX DEFERRED ANNUITY PLAN

Measure Date Value
2013 : HILLSDALE COLLEGE TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-07-31$0
Total transfer of assets from this plan2013-07-31$14,862,211
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-31$0
Total income from all sources (including contributions)2013-07-31$2,531,066
Total loss/gain on sale of assets2013-07-31$0
Total of all expenses incurred2013-07-31$1,010,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-07-31$1,007,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-07-31$774,747
Value of total assets at end of year2013-07-31$0
Value of total assets at beginning of year2013-07-31$13,341,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-07-31$3,312
Total interest from all sources2013-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-07-31$107,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-07-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-07-31$0
Total dividends received from registered investment company shares (eg mutual funds)2013-07-31$107,331
Was this plan covered by a fidelity bond2013-07-31No
If this is an individual account plan, was there a blackout period2013-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-07-31$0
Were there any nonexempt tranactions with any party-in-interest2013-07-31No
Contributions received from participants2013-07-31$323,718
Participant contributions at end of year2013-07-31$0
Participant contributions at beginning of year2013-07-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Value of net income/loss2013-07-31$1,520,458
Value of net assets at end of year (total assets less liabilities)2013-07-31$0
Value of net assets at beginning of year (total assets less liabilities)2013-07-31$13,341,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-07-31No
Were any leases to which the plan was party in default or uncollectible2013-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-07-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-07-31$13,341,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-07-31$1,648,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-07-31No
Was there a failure to transmit to the plan any participant contributions2013-07-31No
Has the plan failed to provide any benefit when due under the plan2013-07-31No
Contributions received in cash from employer2013-07-31$451,029
Employer contributions (assets) at end of year2013-07-31$0
Employer contributions (assets) at beginning of year2013-07-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-07-31$1,007,296
Contract administrator fees2013-07-31$3,312
Did the plan have assets held for investment2013-07-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-07-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-07-31Yes
Opinion of an independent qualified public accountant for this plan2013-07-31Disclaimer
Accountancy firm name2013-07-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-07-31381357951
2012 : HILLSDALE COLLEGE TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$1,001
Total transfer of assets from this plan2012-12-31$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$2,929,636
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,346,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,342,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,230,475
Value of total assets at end of year2012-12-31$13,341,753
Value of total assets at beginning of year2012-12-31$11,757,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,146
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$281,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$281,286
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
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$493,834
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$37,664
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$17,294
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$1,583,060
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,341,753
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,757,692
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$13,341,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,661,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,417,875
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$719,347
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$58,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,342,430
Contract administrator fees2012-12-31$4,146
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 name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : HILLSDALE COLLEGE TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$1,002
Total transfer of assets from this plan2011-12-31$22,602
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$748,225
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$697,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$693,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,102,325
Value of total assets at end of year2011-12-31$11,757,692
Value of total assets at beginning of year2011-12-31$11,728,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,925
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$254,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$254,899
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$436,208
Participant contributions at end of year2011-12-31$37,664
Participant contributions at beginning of year2011-12-31$33,995
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,363
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$50,622
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,757,692
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,728,670
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,661,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,641,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-608,999
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$638,754
Employer contributions (assets) at end of year2011-12-31$58,451
Employer contributions (assets) at beginning of year2011-12-31$53,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$693,678
Contract administrator fees2011-12-31$3,925
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : HILLSDALE COLLEGE TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$96,932
Total transfer of assets from this plan2010-12-31$154,211
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$2,423,358
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$88,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$84,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$919,586
Value of total assets at end of year2010-12-31$11,728,670
Value of total assets at beginning of year2010-12-31$9,450,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,635
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$183,535
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$183,535
Was this plan covered by a fidelity bond2010-12-31No
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$375,630
Participant contributions at end of year2010-12-31$33,995
Participant contributions at beginning of year2010-12-31$32,098
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
Value of net income/loss2010-12-31$2,335,120
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,728,670
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,450,829
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,641,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,374,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,320,237
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$543,956
Employer contributions (assets) at end of year2010-12-31$53,585
Employer contributions (assets) at beginning of year2010-12-31$43,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$84,603
Contract administrator fees2010-12-31$3,635
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
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951

Form 5500 Responses for HILLSDALE COLLEGE TAX DEFERRED ANNUITY PLAN

2013: HILLSDALE COLLEGE TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HILLSDALE COLLEGE TAX DEFERRED ANNUITY 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HILLSDALE COLLEGE TAX DEFERRED ANNUITY 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HILLSDALE COLLEGE TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HILLSDALE COLLEGE TAX DEFERRED ANNUITY 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

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