THE MOUNTAIN INSTITUTE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE MOUNTAIN INSTITUTE, 403(B) PLAN
| Measure | Date | Value |
|---|
| 2014: THE MOUNTAIN INSTITUTE, 403(B) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 53 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 55 |
| Total participants | 2014-01-01 | 55 |
| Number of participants with account balances | 2014-01-01 | 53 |
| 2013: THE MOUNTAIN INSTITUTE, 403(B) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 38 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 39 |
| Total participants | 2013-01-01 | 39 |
| Number of participants with account balances | 2013-01-01 | 32 |
| 2012: THE MOUNTAIN INSTITUTE, 403(B) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 41 |
| Total of all active and inactive participants | 2012-01-01 | 41 |
| Total participants | 2012-01-01 | 41 |
| Number of participants with account balances | 2012-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2014 : THE MOUNTAIN INSTITUTE, 403(B) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $44,798 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $62,135 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $62,135 |
| Total plan assets at end of year | 2014-12-31 | $640,415 |
| Total plan assets at beginning of year | 2014-12-31 | $657,752 |
| Other income received | 2014-12-31 | $44,798 |
| Net income (gross income less expenses) | 2014-12-31 | $-17,337 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $640,415 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $657,752 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $29,048 |
| 2013 : THE MOUNTAIN INSTITUTE, 403(B) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $478,827 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $5,587 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $5,587 |
| Total plan assets at end of year | 2013-12-31 | $2,300,893 |
| Total plan assets at beginning of year | 2013-12-31 | $1,827,653 |
| Total contributions received or receivable from participants | 2013-12-31 | $62,922 |
| Other income received | 2013-12-31 | $415,905 |
| Net income (gross income less expenses) | 2013-12-31 | $473,240 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,300,893 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,827,653 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $100,746 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : THE MOUNTAIN INSTITUTE, 403(B) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $278,612 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $489 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $489 |
| Total plan assets at end of year | 2012-12-31 | $1,827,653 |
| Total plan assets at beginning of year | 2012-12-31 | $1,546,534 |
| Total contributions received or receivable from participants | 2012-12-31 | $58,919 |
| Other income received | 2012-12-31 | $219,693 |
| Net income (gross income less expenses) | 2012-12-31 | $278,123 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,827,653 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,546,534 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $48,250 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2014: THE MOUNTAIN INSTITUTE, 403(B) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE MOUNTAIN INSTITUTE, 403(B) 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE MOUNTAIN INSTITUTE, 403(B) 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 – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 334723 |
| Policy instance | 1 |
| Insurance contract or identification number | 334723 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | N/A |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 334724 |
| Policy instance | 1 |
| Insurance contract or identification number | 334724 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | N/A |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 334724 |
| Policy instance | 1 |
| Insurance contract or identification number | 334724 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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