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ELMS COLLEGE RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameELMS COLLEGE RETIREMENT SAVINGS PLAN
Plan identification number 001

ELMS COLLEGE RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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(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.
  • 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

COLLEGE OF OUR LADY OF THE ELMS has sponsored the creation of one or more 401k plans.

Company Name:COLLEGE OF OUR LADY OF THE ELMS
Employer identification number (EIN):042225850
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELMS COLLEGE RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRYANT MORGAN2024-10-15 BRYANT MORGAN2024-10-15
0012022-01-01KATIE LONGLEY2023-07-31 KATIE LONGLEY2023-07-31
0012021-01-01KATIE LONGLEY2022-10-14 KATIE LONGLEY2022-10-14
0012020-01-01KATIE LONGLEY2021-09-07 KATIE LONGLEY2021-09-07
0012019-01-01KATIE LONGLEY2020-09-11 KATIE LONGLEY2020-09-11
0012018-01-01KATIE LONGLEY2019-10-11 KATIE LONGLEY2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01BRIAN DOHERTY
0012013-01-01BRIAN DOHERTY
0012012-01-01BRIAN DOHERTY
0012011-01-01BRIAN DOHERTY
0012009-01-01BRIAN DOHERTY

Plan Statistics for ELMS COLLEGE RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ELMS COLLEGE RETIREMENT SAVINGS PLAN

Measure Date Value
2023: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01694
Total number of active participants reported on line 7a of the Form 55002023-01-01433
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01189
Total of all active and inactive participants2023-01-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01624
Number of participants with account balances2023-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01634
Total number of active participants reported on line 7a of the Form 55002022-01-01490
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01201
Total of all active and inactive participants2022-01-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01694
Number of participants with account balances2022-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01660
Total number of active participants reported on line 7a of the Form 55002021-01-01429
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01204
Total of all active and inactive participants2021-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01634
Number of participants with account balances2021-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01705
Total number of active participants reported on line 7a of the Form 55002020-01-01459
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01200
Total of all active and inactive participants2020-01-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01660
Number of participants with account balances2020-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01693
Total number of active participants reported on line 7a of the Form 55002019-01-01521
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01183
Total of all active and inactive participants2019-01-01704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01705
Number of participants with account balances2019-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01689
Total number of active participants reported on line 7a of the Form 55002018-01-01508
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01184
Total of all active and inactive participants2018-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01693
Number of participants with account balances2018-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01611
Total number of active participants reported on line 7a of the Form 55002017-01-01512
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01177
Total of all active and inactive participants2017-01-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01689
Number of participants with account balances2017-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01518
Total number of active participants reported on line 7a of the Form 55002016-01-01448
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01163
Total of all active and inactive participants2016-01-01611
Total participants2016-01-01611
Number of participants with account balances2016-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01527
Total number of active participants reported on line 7a of the Form 55002015-01-01351
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01167
Total of all active and inactive participants2015-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01518
Number of participants with account balances2015-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01432
Total number of active participants reported on line 7a of the Form 55002014-01-01363
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01164
Total of all active and inactive participants2014-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01527
Number of participants with account balances2014-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01469
Total number of active participants reported on line 7a of the Form 55002013-01-01261
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01158
Total of all active and inactive participants2013-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01419
Number of participants with account balances2013-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01532
Total number of active participants reported on line 7a of the Form 55002012-01-01312
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01157
Total of all active and inactive participants2012-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01469
Number of participants with account balances2012-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01563
Total number of active participants reported on line 7a of the Form 55002011-01-01389
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01135
Total of all active and inactive participants2011-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01524
Number of participants with account balances2011-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01515
Total number of active participants reported on line 7a of the Form 55002009-01-01464
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01121
Total of all active and inactive participants2009-01-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01585
Number of participants with account balances2009-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ELMS COLLEGE RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : ELMS COLLEGE RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,590,751
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,499,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,483,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,580,625
Value of total assets at end of year2023-12-31$31,842,521
Value of total assets at beginning of year2023-12-31$27,751,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$16,594
Total interest from all sources2023-12-31$346,551
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$226,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$226,975
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$934,938
Participant contributions at end of year2023-12-31$126,304
Participant contributions at beginning of year2023-12-31$113,204
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$141,674
Other income not declared elsewhere2023-12-31$1,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,091,120
Value of net assets at end of year (total assets less liabilities)2023-12-31$31,842,521
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$27,751,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$23,064,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$18,958,698
Value of interest in pooled separate accounts at end of year2023-12-31$957,636
Value of interest in pooled separate accounts at beginning of year2023-12-31$1,118,556
Interest on participant loans2023-12-31$6,372
Interest earned on other investments2023-12-31$340,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$7,693,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$7,560,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,586,393
Net investment gain/loss from pooled separate accounts2023-12-31$-151,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$504,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,483,037
Contract administrator fees2023-12-31$16,594
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31CLIFTON, LARSON, ALLEN, LLP
Accountancy firm EIN2023-12-31410746749
2022 : ELMS COLLEGE RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,669,466
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,318,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,318,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,296,125
Value of total assets at end of year2022-12-31$27,751,401
Value of total assets at beginning of year2022-12-31$32,739,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$175
Total interest from all sources2022-12-31$301,586
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$531,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$175
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$823,943
Participant contributions at end of year2022-12-31$113,204
Participant contributions at beginning of year2022-12-31$83,492
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,742
Other income not declared elsewhere2022-12-31$8,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,987,706
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,751,401
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,739,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,958,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,970,173
Value of interest in pooled separate accounts at end of year2022-12-31$1,118,556
Value of interest in pooled separate accounts at beginning of year2022-12-31$911,577
Interest on participant loans2022-12-31$4,115
Interest earned on other investments2022-12-31$297,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,560,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,773,865
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$278,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,881,608
Net investment gain/loss from pooled separate accounts2022-12-31$74,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$464,440
Income. Dividends from common stock2022-12-31$531,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,039,802
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31CLIFTON, LARSON, ALLEN, LLP
Accountancy firm EIN2022-12-31410746749
2021 : ELMS COLLEGE RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,662,808
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,049,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,034,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,167,905
Value of total assets at end of year2021-12-31$32,739,107
Value of total assets at beginning of year2021-12-31$30,125,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,445
Total interest from all sources2021-12-31$267,274
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$855,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$855,744
Administrative expenses professional fees incurred2021-12-31$14,445
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$861,675
Participant contributions at end of year2021-12-31$83,492
Participant contributions at beginning of year2021-12-31$9,695
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$97,788
Other income not declared elsewhere2021-12-31$11,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,613,616
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,739,107
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,125,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$23,970,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,386,234
Value of interest in pooled separate accounts at end of year2021-12-31$911,577
Value of interest in pooled separate accounts at beginning of year2021-12-31$822,579
Interest on participant loans2021-12-31$2,349
Interest earned on other investments2021-12-31$264,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,773,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,906,983
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$152,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,221,152
Net investment gain/loss from pooled separate accounts2021-12-31$139,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$208,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,882,295
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CLIFTON, LARSON, ALLEN, LLP
Accountancy firm EIN2021-12-31410746749
2020 : ELMS COLLEGE RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,620,547
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,535,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,535,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,208,771
Value of total assets at end of year2020-12-31$30,125,491
Value of total assets at beginning of year2020-12-31$29,040,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$294,851
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$450,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$450,620
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$867,077
Participant contributions at end of year2020-12-31$9,695
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$86,567
Other income not declared elsewhere2020-12-31$9,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,085,397
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,125,491
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,040,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,386,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,521,950
Value of interest in pooled separate accounts at end of year2020-12-31$822,579
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,014,585
Interest on participant loans2020-12-31$73
Interest earned on other investments2020-12-31$294,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,906,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,503,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,666,406
Net investment gain/loss from pooled separate accounts2020-12-31$-9,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$255,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,535,150
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2020-12-31042713795
2019 : ELMS COLLEGE RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,526,899
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,940,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,933,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,370,095
Value of total assets at end of year2019-12-31$29,040,094
Value of total assets at beginning of year2019-12-31$25,453,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,262
Total interest from all sources2019-12-31$322,877
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$294,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$294,035
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$846,558
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$32,905
Other income not declared elsewhere2019-12-31$4,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,586,702
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,040,094
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,453,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,521,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,011,090
Value of interest in pooled separate accounts at end of year2019-12-31$1,014,585
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,007,095
Interest on participant loans2019-12-31$1
Interest earned on other investments2019-12-31$322,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,503,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,435,207
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$17,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,481,527
Net investment gain/loss from pooled separate accounts2019-12-31$53,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$490,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,916,133
Contract administrator fees2019-12-31$6,262
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2019-12-31042713795
2018 : ELMS COLLEGE RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$443,688
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,000,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,993,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,385,332
Value of total assets at end of year2018-12-31$25,453,392
Value of total assets at beginning of year2018-12-31$28,009,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,522
Total interest from all sources2018-12-31$333,666
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$360,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$360,672
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$828,378
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$91,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,556,358
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,453,392
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,009,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,011,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,782,153
Value of interest in pooled separate accounts at end of year2018-12-31$1,007,095
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,166,737
Interest on participant loans2018-12-31$2
Interest earned on other investments2018-12-31$333,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,435,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,060,860
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$61,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,685,447
Net investment gain/loss from pooled separate accounts2018-12-31$49,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$465,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,932,470
Contract administrator fees2018-12-31$6,522
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2018-12-31042713795
2017 : ELMS COLLEGE RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,687,756
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,199,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,194,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,268,906
Value of total assets at end of year2017-12-31$28,009,750
Value of total assets at beginning of year2017-12-31$24,521,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,022
Total interest from all sources2017-12-31$308,393
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$228,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$228,514
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$764,320
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$53,282
Other income not declared elsewhere2017-12-31$301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,488,102
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,009,750
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,521,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,782,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,327,955
Value of interest in pooled separate accounts at end of year2017-12-31$1,166,737
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,206,149
Interest on participant loans2017-12-31$4
Interest earned on other investments2017-12-31$308,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,060,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,987,544
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$31,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,831,116
Net investment gain/loss from pooled separate accounts2017-12-31$50,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$451,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,163,584
Contract administrator fees2017-12-31$5,022
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2017-12-31042713795
2016 : ELMS COLLEGE RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,643,251
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$968,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$964,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,214,894
Value of total assets at end of year2016-12-31$24,521,648
Value of total assets at beginning of year2016-12-31$22,846,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,137
Total interest from all sources2016-12-31$327,955
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$141,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$141,400
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$752,747
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,408
Other income not declared elsewhere2016-12-31$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,675,173
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,521,648
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,846,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,327,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,128,098
Value of interest in pooled separate accounts at end of year2016-12-31$1,206,149
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,166,543
Interest on participant loans2016-12-31$3
Interest earned on other investments2016-12-31$327,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,987,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,551,834
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$327,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$898,879
Net investment gain/loss from pooled separate accounts2016-12-31$60,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$457,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$637,694
Contract administrator fees2016-12-31$3,137
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2016-12-31042713795
2015 : ELMS COLLEGE RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,581,071
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$917,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$915,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,209,242
Value of total assets at end of year2015-12-31$22,846,475
Value of total assets at beginning of year2015-12-31$22,183,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,897
Total interest from all sources2015-12-31$294,511
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$121,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$121,431
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$707,530
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$64,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$663,255
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,846,475
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,183,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,128,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,659,387
Value of interest in pooled separate accounts at end of year2015-12-31$1,166,543
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,117,229
Interest earned on other investments2015-12-31$294,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,551,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,406,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-134,270
Net investment gain/loss from pooled separate accounts2015-12-31$90,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$437,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$915,919
Contract administrator fees2015-12-31$1,897
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2015-12-31042713795
2014 : ELMS COLLEGE RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,382,201
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$616,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$615,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,089,933
Value of total assets at end of year2014-12-31$22,183,220
Value of total assets at beginning of year2014-12-31$20,417,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$471
Total interest from all sources2014-12-31$295,549
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$51,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$51,054
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$666,784
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,766,007
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,183,220
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,417,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,659,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,456,151
Value of interest in pooled separate accounts at end of year2014-12-31$1,117,229
Value of interest in pooled separate accounts at beginning of year2014-12-31$942,207
Interest earned on other investments2014-12-31$295,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,406,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,018,855
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$104,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$826,533
Net investment gain/loss from pooled separate accounts2014-12-31$119,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$417,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$511,195
Contract administrator fees2014-12-31$471
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2014-12-31042713795
2013 : ELMS COLLEGE RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,967,680
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$640,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$640,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,344,575
Value of total assets at end of year2013-12-31$20,417,213
Value of total assets at beginning of year2013-12-31$17,090,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$272,070
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$609,142
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$356,725
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,327,065
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,417,213
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,090,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,456,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,706,242
Value of interest in pooled separate accounts at end of year2013-12-31$942,207
Value of interest in pooled separate accounts at beginning of year2013-12-31$702,372
Interest earned on other investments2013-12-31$272,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,018,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,675,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,278,596
Net investment gain/loss from pooled separate accounts2013-12-31$72,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$378,708
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$5,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$640,615
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MEYERS BOTHERS KALICKA, P.C.
Accountancy firm EIN2013-12-31042713795
2012 : ELMS COLLEGE RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to 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$2,448,560
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,091,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,091,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$889,215
Value of total assets at end of year2012-12-31$17,090,148
Value of total assets at beginning of year2012-12-31$15,732,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$257,587
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$554,516
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$30,535
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,727
Other income not declared elsewhere2012-12-31$17,650
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$1,357,426
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,090,148
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,732,722
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$9,706,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,727,336
Value of interest in pooled separate accounts at end of year2012-12-31$702,372
Value of interest in pooled separate accounts at beginning of year2012-12-31$522,466
Interest on participant loans2012-12-31$1
Interest earned on other investments2012-12-31$257,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,675,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,396,309
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$110,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,226,329
Net investment gain/loss from pooled separate accounts2012-12-31$57,779
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$304,164
Employer contributions (assets) at end of year2012-12-31$5,440
Employer contributions (assets) at beginning of year2012-12-31$82,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$980,434
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 name2012-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2012-12-31042713795
2011 : ELMS COLLEGE RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$998,063
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$738,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$738,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$899,644
Value of total assets at end of year2011-12-31$15,732,722
Value of total assets at beginning of year2011-12-31$15,473,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$249,128
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$557,350
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$15,811
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,727
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$259,484
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,732,722
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,473,238
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$8,727,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,850,336
Value of interest in pooled separate accounts at end of year2011-12-31$522,466
Value of interest in pooled separate accounts at beginning of year2011-12-31$306,810
Interest earned on other investments2011-12-31$249,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,396,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,229,481
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$135,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-206,346
Net investment gain/loss from pooled separate accounts2011-12-31$55,637
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$326,483
Employer contributions (assets) at end of year2011-12-31$82,884
Employer contributions (assets) at beginning of year2011-12-31$82,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$602,994
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 name2011-12-31MEYERS BROTHERS KALICKA, P.C.
Accountancy firm EIN2011-12-31042713795
2010 : ELMS COLLEGE RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$2,204,760
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$740,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$740,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$910,261
Value of total assets at end of year2010-12-31$15,473,238
Value of total assets at beginning of year2010-12-31$14,009,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$227,086
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$520,683
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$40,285
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$73,307
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,727
Other income not declared elsewhere2010-12-31$5,231
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$1,463,822
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,473,238
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,009,416
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$8,850,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,806,765
Value of interest in pooled separate accounts at end of year2010-12-31$306,810
Value of interest in pooled separate accounts at beginning of year2010-12-31$206,705
Interest earned on other investments2010-12-31$227,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,229,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,868,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,027,466
Net investment gain/loss from pooled separate accounts2010-12-31$34,716
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$316,271
Employer contributions (assets) at end of year2010-12-31$82,884
Employer contributions (assets) at beginning of year2010-12-31$87,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$740,938
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MEYERS BROTHERS KALICKA, P.C
Accountancy firm EIN2010-12-31042713795
2009 : ELMS COLLEGE RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ELMS COLLEGE RETIREMENT SAVINGS PLAN

2023: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: ELMS COLLEGE RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: ELMS COLLEGE RETIREMENT SAVINGS 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 filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: ELMS COLLEGE RETIREMENT SAVINGS 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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: ELMS COLLEGE RETIREMENT SAVINGS 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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: ELMS COLLEGE RETIREMENT SAVINGS 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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500558
Policy instance 1
Insurance contract or identification number500558
Number of Individuals Covered274
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500558
Policy instance 1
Insurance contract or identification number500558
Number of Individuals Covered288
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500558
Policy instance 1
Insurance contract or identification number500558
Number of Individuals Covered296
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500558
Policy instance 1
Insurance contract or identification number500558
Number of Individuals Covered299
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500558
Policy instance 1
Insurance contract or identification number500558
Number of Individuals Covered309
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500558
Policy instance 1
Insurance contract or identification number500558
Number of Individuals Covered317
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500558
Policy instance 1
Insurance contract or identification number500558
Number of Individuals Covered317
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500558
Policy instance 1
Insurance contract or identification number500558
Number of Individuals Covered318
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500558
Policy instance 1
Insurance contract or identification number500558
Number of Individuals Covered332
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328010
Policy instance 1
Insurance contract or identification number328010
Number of Individuals Covered330
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328010
Policy instance 1
Insurance contract or identification number328010
Number of Individuals Covered310
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328010
Policy instance 1
Insurance contract or identification number328010
Number of Individuals Covered272
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328010
Policy instance 1
Insurance contract or identification number328010
Number of Individuals Covered261
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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