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GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameGANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN
Plan identification number 003

GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

GANNON UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:GANNON UNIVERSITY
Employer identification number (EIN):250496976
NAIC Classification:611000

Additional information about GANNON UNIVERSITY

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 134822

More information about GANNON UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032014-01-01ROBERT CLINE ROBERT CLINE2015-02-13
0032013-01-01ROBERT CLINE ROBERT CLINE2014-10-15
0032012-01-01ROBERT CLINE
0032011-01-01ROBERT CLINE
0032010-01-01ROBERT CLINE
0032009-01-01ROBERT CLINE
0032008-01-01ROBERT CLINE
0032007-01-01ROBERT CLINE
0032006-01-01ROBERT CLINE
0032005-01-01ROBERT CLINE
0032004-01-01ROBERT CLINE
0032003-01-01ROBERT CLINE
0032002-01-01ROBERT CLINE
0032001-01-01ROBERT CLINE
0032000-01-01ROBERT CLINE
0031999-01-01ROBERT CLINE
0031998-01-01ROBERT CLINE
0031997-01-01ROBERT CLINE
0031996-01-01ROBERT CLINE
0031995-01-01ROBERT CLINE
0031994-01-01ROBERT CLINE
0031993-01-01ROBERT CLINE
0031992-01-01ROBERT CLINE
0031991-01-01ROBERT CLINE
0031990-01-01ROBERT CLINE
0031989-01-01ROBERT CLINE
0031988-01-01ROBERT CLINE

Plan Statistics for GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2014: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01536
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01532
Total number of active participants reported on line 7a of the Form 55002013-01-01291
Number of retired or separated participants receiving benefits2013-01-0194
Number of other retired or separated participants entitled to future benefits2013-01-01184
Total of all active and inactive participants2013-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01571
Number of participants with account balances2013-01-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01539
Total number of active participants reported on line 7a of the Form 55002012-01-01293
Number of retired or separated participants receiving benefits2012-01-0156
Number of other retired or separated participants entitled to future benefits2012-01-01190
Total of all active and inactive participants2012-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01540
Number of participants with account balances2012-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01474
Total number of active participants reported on line 7a of the Form 55002011-01-01294
Number of retired or separated participants receiving benefits2011-01-0179
Number of other retired or separated participants entitled to future benefits2011-01-01187
Total of all active and inactive participants2011-01-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01560
Number of participants with account balances2011-01-01539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01447
Total number of active participants reported on line 7a of the Form 55002010-01-01268
Number of retired or separated participants receiving benefits2010-01-0170
Number of other retired or separated participants entitled to future benefits2010-01-01143
Total of all active and inactive participants2010-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01482
Number of participants with account balances2010-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01704
Total number of active participants reported on line 7a of the Form 55002009-01-01615
Number of retired or separated participants receiving benefits2009-01-0164
Number of other retired or separated participants entitled to future benefits2009-01-0160
Total of all active and inactive participants2009-01-01739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01739
Number of participants with account balances2009-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2014 : GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-04-01$0
Total transfer of assets from this plan2014-04-01$27,403,092
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-01$0
Total income from all sources (including contributions)2014-04-01$717,441
Total loss/gain on sale of assets2014-04-01$0
Total of all expenses incurred2014-04-01$188,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-01$184,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-01$385,108
Value of total assets at end of year2014-04-01$0
Value of total assets at beginning of year2014-04-01$26,874,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-01$3,737
Total interest from all sources2014-04-01$74,125
Total dividends received (eg from common stock, registered investment company shares)2014-04-01$6,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-01No
Total dividends received from registered investment company shares (eg mutual funds)2014-04-01$6,718
Was this plan covered by a fidelity bond2014-04-01Yes
Value of fidelity bond cover2014-04-01$5,000,000
If this is an individual account plan, was there a blackout period2014-04-01No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-04-01$0
Were there any nonexempt tranactions with any party-in-interest2014-04-01No
Contributions received from participants2014-04-01$364,131
Assets. Other investments not covered elsewhere at end of year2014-04-01$0
Assets. Other investments not covered elsewhere at beginning of year2014-04-01$3,546,221
Income. Received or receivable in cash from other sources (including rollovers)2014-04-01$20,977
Assets. Loans (other than to participants) at end of year2014-04-01$0
Assets. Loans (other than to participants) at beginning of year2014-04-01$16,913
Other income not declared elsewhere2014-04-01$46,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-01No
Value of net income/loss2014-04-01$528,820
Value of net assets at end of year (total assets less liabilities)2014-04-01$0
Value of net assets at beginning of year (total assets less liabilities)2014-04-01$26,874,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-01No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-01No
Were any leases to which the plan was party in default or uncollectible2014-04-01No
Investment advisory and management fees2014-04-01$2,741
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-01$13,280,971
Value of interest in pooled separate accounts at end of year2014-04-01$0
Value of interest in pooled separate accounts at beginning of year2014-04-01$783,080
Interest on participant loans2014-04-01$172
Interest earned on other investments2014-04-01$73,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-01$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-01$744,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-01$744,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-04-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-04-01$8,502,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-01$186,978
Net investment gain/loss from pooled separate accounts2014-04-01$18,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-01No
Was there a failure to transmit to the plan any participant contributions2014-04-01No
Has the plan failed to provide any benefit when due under the plan2014-04-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-01$184,884
Contract administrator fees2014-04-01$996
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-04-01No
Did the plan have assets held for investment2014-04-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-01Yes
Opinion of an independent qualified public accountant for this plan2014-04-01Disclaimer
Accountancy firm name2014-04-01MCGILL POWER BELL & ASSOC
Accountancy firm EIN2014-04-01251031405
2013 : GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$412
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$5,438,739
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,561,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,548,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,923,115
Value of total assets at end of year2013-12-31$26,874,272
Value of total assets at beginning of year2013-12-31$22,997,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,307
Total interest from all sources2013-12-31$286,177
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$226,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$226,499
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$1,592,834
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$58,479
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,546,221
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,834,665
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$330,281
Assets. Loans (other than to participants) at end of year2013-12-31$16,913
Assets. Loans (other than to participants) at beginning of year2013-12-31$25,599
Other income not declared elsewhere2013-12-31$666,559
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$3,876,955
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,874,272
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,997,729
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
Investment advisory and management fees2013-12-31$9,670
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,280,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,979,788
Value of interest in pooled separate accounts at end of year2013-12-31$783,080
Value of interest in pooled separate accounts at beginning of year2013-12-31$599,314
Interest on participant loans2013-12-31$920
Interest earned on other investments2013-12-31$285,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$744,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$879,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$879,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,502,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,619,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,272,002
Net investment gain/loss from pooled separate accounts2013-12-31$64,387
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,548,477
Contract administrator fees2013-12-31$3,637
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31MCGILL, POWER, BELL & ASSOC, LLP
Accountancy firm EIN2013-12-31251031405
2012 : GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$155,179
Total income from all sources (including contributions)2012-12-31$3,820,751
Total of all expenses incurred2012-12-31$907,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$894,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,831,439
Value of total assets at end of year2012-12-31$22,997,729
Value of total assets at beginning of year2012-12-31$19,929,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,996
Total interest from all sources2012-12-31$264,445
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$94,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$94,794
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$1,551,789
Participant contributions at end of year2012-12-31$58,479
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,834,665
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,305,697
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$279,650
Assets. Loans (other than to participants) at end of year2012-12-31$25,599
Assets. Loans (other than to participants) at beginning of year2012-12-31$33,924
Other income not declared elsewhere2012-12-31$344,674
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$2,913,168
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,997,729
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,929,382
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
Investment advisory and management fees2012-12-31$8,366
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,979,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,677,549
Value of interest in pooled separate accounts at end of year2012-12-31$599,314
Value of interest in pooled separate accounts at beginning of year2012-12-31$448,083
Interest on participant loans2012-12-31$1,281
Interest earned on other investments2012-12-31$263,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$879,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,066,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,066,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,619,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,397,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,236,410
Net investment gain/loss from pooled separate accounts2012-12-31$48,989
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$894,587
Contract administrator fees2012-12-31$4,630
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31MCGILL, POWER, BELL & ASSOC
Accountancy firm EIN2012-12-31251031405
2011 : GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$137,653
Total income from all sources (including contributions)2011-12-31$1,728,262
Total of all expenses incurred2011-12-31$1,596,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,582,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,720,590
Value of total assets at end of year2011-12-31$19,929,382
Value of total assets at beginning of year2011-12-31$19,659,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,510
Total interest from all sources2011-12-31$252,053
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$69,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$69,445
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$1,512,117
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,305,697
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,066,053
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$208,473
Assets. Loans (other than to participants) at end of year2011-12-31$33,924
Assets. Loans (other than to participants) at beginning of year2011-12-31$41,903
Other income not declared elsewhere2011-12-31$-51,208
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$131,863
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,929,382
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,659,866
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
Investment advisory and management fees2011-12-31$7,824
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,677,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,597,397
Value of interest in pooled separate accounts at end of year2011-12-31$448,083
Value of interest in pooled separate accounts at beginning of year2011-12-31$345,065
Interest on participant loans2011-12-31$1,627
Interest earned on other investments2011-12-31$250,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,066,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$757,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$757,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,397,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,851,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-310,650
Net investment gain/loss from pooled separate accounts2011-12-31$48,032
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,582,889
Contract administrator fees2011-12-31$5,686
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGILL, POWER, BELL & ASSOCIATES
Accountancy firm EIN2011-12-31251031405
2010 : GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total transfer of assets from this plan2010-12-31$267
Total income from all sources (including contributions)2010-12-31$3,223,883
Total of all expenses incurred2010-12-31$2,017,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,003,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,404,340
Value of total assets at end of year2010-12-31$19,659,866
Value of total assets at beginning of year2010-12-31$18,453,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,196
Total interest from all sources2010-12-31$233,888
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$28,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$28,792
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$1,287,825
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,066,053
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,753,413
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$116,515
Assets. Loans (other than to participants) at end of year2010-12-31$41,903
Other income not declared elsewhere2010-12-31$424,807
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$1,206,370
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,659,866
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,453,763
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
Investment advisory and management fees2010-12-31$8,887
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,597,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,537,691
Value of interest in pooled separate accounts at end of year2010-12-31$345,065
Value of interest in pooled separate accounts at beginning of year2010-12-31$326,246
Interest on participant loans2010-12-31$304
Interest earned on other investments2010-12-31$233,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$757,622
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,453,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,453,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,851,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,383,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,084,260
Net investment gain/loss from pooled separate accounts2010-12-31$47,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,003,317
Contract administrator fees2010-12-31$5,309
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGILL, POWER, BELL AND ASSOCIATES
Accountancy firm EIN2010-12-31251031405
2009 : GANNON UNIVERSITY TAX DEFERRED ANNUITY 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 GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN

2014: GANNON UNIVERSITY TAX DEFERRED ANNUITY 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 filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2005: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2004: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2003: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2002: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2001: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01Submission has been amendedNo
2001-01-01This submission is the final filingNo
2001-01-01This return/report is a short plan year return/report (less than 12 months)No
2001-01-01Plan is a collectively bargained planNo
2000: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 2000 form 5500 responses
2000-01-01Type of plan entitySingle employer plan
2000-01-01Submission has been amendedNo
2000-01-01This submission is the final filingNo
2000-01-01This return/report is a short plan year return/report (less than 12 months)No
2000-01-01Plan is a collectively bargained planNo
1999: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 1999 form 5500 responses
1999-01-01Type of plan entitySingle employer plan
1999-01-01Submission has been amendedNo
1999-01-01This submission is the final filingNo
1999-01-01This return/report is a short plan year return/report (less than 12 months)No
1999-01-01Plan is a collectively bargained planNo
1998: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 1998 form 5500 responses
1998-01-01Type of plan entitySingle employer plan
1998-01-01Submission has been amendedNo
1998-01-01This submission is the final filingNo
1998-01-01This return/report is a short plan year return/report (less than 12 months)No
1998-01-01Plan is a collectively bargained planNo
1997: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 1997 form 5500 responses
1997-01-01Type of plan entitySingle employer plan
1997-01-01Submission has been amendedNo
1997-01-01This submission is the final filingNo
1997-01-01This return/report is a short plan year return/report (less than 12 months)No
1997-01-01Plan is a collectively bargained planNo
1996: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 1996 form 5500 responses
1996-01-01Type of plan entitySingle employer plan
1996-01-01Submission has been amendedNo
1996-01-01This submission is the final filingNo
1996-01-01This return/report is a short plan year return/report (less than 12 months)No
1996-01-01Plan is a collectively bargained planNo
1995: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 1995 form 5500 responses
1995-01-01Type of plan entitySingle employer plan
1995-01-01Submission has been amendedNo
1995-01-01This submission is the final filingNo
1995-01-01This return/report is a short plan year return/report (less than 12 months)No
1995-01-01Plan is a collectively bargained planNo
1994: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 1994 form 5500 responses
1994-01-01Type of plan entitySingle employer plan
1994-01-01Submission has been amendedNo
1994-01-01This submission is the final filingNo
1994-01-01This return/report is a short plan year return/report (less than 12 months)No
1994-01-01Plan is a collectively bargained planNo
1993: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 1993 form 5500 responses
1993-01-01Type of plan entitySingle employer plan
1993-01-01Submission has been amendedNo
1993-01-01This submission is the final filingNo
1993-01-01This return/report is a short plan year return/report (less than 12 months)No
1993-01-01Plan is a collectively bargained planNo
1992: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 1992 form 5500 responses
1992-01-01Type of plan entitySingle employer plan
1992-01-01Submission has been amendedNo
1992-01-01This submission is the final filingNo
1992-01-01This return/report is a short plan year return/report (less than 12 months)No
1992-01-01Plan is a collectively bargained planNo
1991: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 1991 form 5500 responses
1991-01-01Type of plan entitySingle employer plan
1991-01-01Submission has been amendedNo
1991-01-01This submission is the final filingNo
1991-01-01This return/report is a short plan year return/report (less than 12 months)No
1991-01-01Plan is a collectively bargained planNo
1990: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 1990 form 5500 responses
1990-01-01Type of plan entitySingle employer plan
1990-01-01Submission has been amendedNo
1990-01-01This submission is the final filingNo
1990-01-01This return/report is a short plan year return/report (less than 12 months)No
1990-01-01Plan is a collectively bargained planNo
1989: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 1989 form 5500 responses
1989-01-01Type of plan entitySingle employer plan
1989-01-01Submission has been amendedNo
1989-01-01This submission is the final filingNo
1989-01-01This return/report is a short plan year return/report (less than 12 months)No
1989-01-01Plan is a collectively bargained planNo
1988: GANNON UNIVERSITY TAX DEFERRED ANNUITY PLAN 1988 form 5500 responses
1988-01-01Type of plan entitySingle employer plan
1988-01-01First time form 5500 has been submittedYes
1988-01-01Submission has been amendedNo
1988-01-01This submission is the final filingNo
1988-01-01This return/report is a short plan year return/report (less than 12 months)No
1988-01-01Plan is a collectively bargained planNo

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