401k Plan data: UNIVERSITY BOOK STORE, INC 401K PLAN plan

UNIVERSITY BOOK STORE, INC 401K PLAN 401k Plan overview

Plan Name	UNIVERSITY BOOK STORE, INC 401K PLAN
Plan identification number	001

UNIVERSITY BOOK STORE, INC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

UNIVERSITY BOOK STORE, INC has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY BOOK STORE, INC

Employer identification number (EIN): 480685979

NAIC Classification: 452900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY BOOK STORE, INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JEFFREY A. LEVIN 2016-12-24
001 2015-01-01 JEFFREY A. LEVIN 2016-10-12
001 2014-01-01 JEFFREY LEVIN 2015-10-08
001 2013-01-01 CHRIS FREED
001 2012-01-01 JUSTIN LAW
001 2011-01-01 JUSTIN LAW
001 2009-01-01 JUSTIN LAW

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01	JEFFREY A. LEVIN	2016-12-24
001	2015-01-01	JEFFREY A. LEVIN	2016-10-12
001	2014-01-01	JEFFREY LEVIN	2015-10-08
001	2013-01-01	CHRIS FREED
001	2012-01-01	JUSTIN LAW
001	2011-01-01	JUSTIN LAW
001	2009-01-01	JUSTIN LAW

Plan Statistics for UNIVERSITY BOOK STORE, INC 401K PLAN

401k plan membership statisitcs for UNIVERSITY BOOK STORE, INC 401K PLAN

Measure Date Value
2013: UNIVERSITY BOOK STORE, INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 30
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 11
Total of all active and inactive participants 2013-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 41
Number of participants with account balances 2013-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UNIVERSITY BOOK STORE, INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 38
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 46
Number of participants with account balances 2012-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: UNIVERSITY BOOK STORE, INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 42
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 48
Number of participants with account balances 2011-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: UNIVERSITY BOOK STORE, INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 88
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 97
Number of participants with account balances 2009-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: UNIVERSITY BOOK STORE, INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	30
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	11
Total of all active and inactive participants	2013-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	41
Number of participants with account balances	2013-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UNIVERSITY BOOK STORE, INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	38
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	46
Number of participants with account balances	2012-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: UNIVERSITY BOOK STORE, INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	42
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	48
Number of participants with account balances	2011-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: UNIVERSITY BOOK STORE, INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	88
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	97
Number of participants with account balances	2009-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on UNIVERSITY BOOK STORE, INC 401K PLAN

Measure	Date	Value
2013 : UNIVERSITY BOOK STORE, INC 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$443,308
Expenses. Total of all expenses incurred	2013-12-31	$104,243
Benefits paid (including direct rollovers)	2013-12-31	$86,398
Total plan assets at end of year	2013-12-31	$1,904,578
Total plan assets at beginning of year	2013-12-31	$1,565,513
Value of fidelity bond covering the plan	2013-12-31	$180,000
Total contributions received or receivable from participants	2013-12-31	$64,113
Other income received	2013-12-31	$339,562
Net income (gross income less expenses)	2013-12-31	$339,065
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,904,578
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,565,513
Assets. Value of participant loans	2013-12-31	$37,313
Total contributions received or receivable from employer(s)	2013-12-31	$39,633
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$17,845
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : UNIVERSITY BOOK STORE, INC 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$321,515
Expenses. Total of all expenses incurred	2012-12-31	$12,677
Total plan assets at end of year	2012-12-31	$1,565,513
Total plan assets at beginning of year	2012-12-31	$1,256,675
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$76,632
Other income received	2012-12-31	$200,057
Net income (gross income less expenses)	2012-12-31	$308,838
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,565,513
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,256,675
Assets. Value of participant loans	2012-12-31	$12,311
Total contributions received or receivable from employer(s)	2012-12-31	$44,826
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$12,677
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : UNIVERSITY BOOK STORE, INC 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$118,060
Expenses. Total of all expenses incurred	2011-12-31	$43,368
Benefits paid (including direct rollovers)	2011-12-31	$32,378
Total plan assets at end of year	2011-12-31	$1,256,675
Total plan assets at beginning of year	2011-12-31	$1,181,983
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$90,188
Other income received	2011-12-31	$-24,765
Net income (gross income less expenses)	2011-12-31	$74,692
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,256,675
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,181,983
Assets. Value of participant loans	2011-12-31	$15,509
Total contributions received or receivable from employer(s)	2011-12-31	$52,637
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$10,990
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : UNIVERSITY BOOK STORE, INC 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$293,664
Expenses. Total of all expenses incurred	2010-12-31	$20,197
Benefits paid (including direct rollovers)	2010-12-31	$10,734
Total plan assets at end of year	2010-12-31	$1,181,983
Total plan assets at beginning of year	2010-12-31	$908,516
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$74,159
Contributions received from other sources (not participants or employers)	2010-12-31	$40,638
Other income received	2010-12-31	$132,614
Net income (gross income less expenses)	2010-12-31	$273,467
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,181,983
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$908,516
Assets. Value of participant loans	2010-12-31	$2,683
Total contributions received or receivable from employer(s)	2010-12-31	$46,253
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$9,463
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : UNIVERSITY BOOK STORE, INC 401K 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

Form 5500 Responses for UNIVERSITY BOOK STORE, INC 401K PLAN

2013: UNIVERSITY BOOK STORE, INC 401K 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	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNIVERSITY BOOK STORE, INC 401K 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNIVERSITY BOOK STORE, INC 401K 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: UNIVERSITY BOOK STORE, INC 401K 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNIVERSITY BOOK STORE, INC
Employer identification number (EIN):	480685979
NAIC Classification:	452900