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GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameGRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

PUBLIC SERVICE EDUCATION INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:PUBLIC SERVICE EDUCATION INSTITUTE
Employer identification number (EIN):264232788
NAIC Classification:611000

Additional information about PUBLIC SERVICE EDUCATION INSTITUTE

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2009-04-24
Company Identification Number: 0801115844
Legal Registered Office Address: 600 MARYLAND AVE SW STE 180E

WASHINGTON
United States of America (USA)
20024

More information about PUBLIC SERVICE EDUCATION INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ALLYSON BURTON ALLYSON BURTON2018-10-12
0012016-01-01ALLYSON BURTON ALLYSON BURTON2017-10-13
0012015-01-01ALLYSON BURTON ALLYSON BURTON2016-10-17
0012014-01-01ALLYSON BURTON ALLYSON BURTON2015-10-15
0012013-01-01ALLYSON BURTON ALLYSON BURTON2014-10-15
0012012-01-01ANDREA HILL ANDREA HILL2013-10-15
0012011-01-01DENESE POWELL DENESE POWELL2012-10-15
0012010-01-01DENESE POWELL DENESE POWELL2011-10-14
0012009-01-01DENESE POWELL

Plan Statistics for GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01399
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01422
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01390
Total of all active and inactive participants2022-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-01399
Number of participants with account balances2022-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01866
Total number of active participants reported on line 7a of the Form 55002021-01-01197
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01234
Total of all active and inactive participants2021-01-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01436
Number of participants with account balances2021-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01969
Total number of active participants reported on line 7a of the Form 55002020-01-01627
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01238
Total of all active and inactive participants2020-01-01865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01866
Number of participants with account balances2020-01-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01441
Total number of active participants reported on line 7a of the Form 55002019-01-01734
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01234
Total of all active and inactive participants2019-01-01968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01969
Number of participants with account balances2019-01-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01449
Total number of active participants reported on line 7a of the Form 55002018-01-01436
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01232
Total of all active and inactive participants2018-01-01668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01668
Number of participants with account balances2018-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01456
Total number of active participants reported on line 7a of the Form 55002017-01-01250
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01199
Total of all active and inactive participants2017-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01449
Number of participants with account balances2017-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01464
Total number of active participants reported on line 7a of the Form 55002016-01-01349
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01200
Total of all active and inactive participants2016-01-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01549
Number of participants with account balances2016-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01475
Total number of active participants reported on line 7a of the Form 55002015-01-01273
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01195
Total of all active and inactive participants2015-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01469
Number of participants with account balances2015-01-01464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01483
Total number of active participants reported on line 7a of the Form 55002014-01-01270
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01204
Total of all active and inactive participants2014-01-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01476
Number of participants with account balances2014-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01570
Total number of active participants reported on line 7a of the Form 55002013-01-01374
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01175
Total of all active and inactive participants2013-01-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01549
Number of participants with account balances2013-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01555
Total number of active participants reported on line 7a of the Form 55002012-01-01427
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01143
Total of all active and inactive participants2012-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01571
Number of participants with account balances2012-01-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0136
2011: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01559
Total number of active participants reported on line 7a of the Form 55002011-01-01462
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0193
Total of all active and inactive participants2011-01-01555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01555
Number of participants with account balances2011-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01552
Total number of active participants reported on line 7a of the Form 55002010-01-01481
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0177
Total of all active and inactive participants2010-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01559
Number of participants with account balances2010-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01552
Total number of active participants reported on line 7a of the Form 55002009-01-01467
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0176
Total of all active and inactive participants2009-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01544
Number of participants with account balances2009-01-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total income from all sources (including contributions)2023-09-30$2,815,014
Total loss/gain on sale of assets2023-09-30$0
Total of all expenses incurred2023-09-30$43,260,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$43,209,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$7,566
Value of total assets at end of year2023-09-30$0
Value of total assets at beginning of year2023-09-30$40,445,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$51,450
Total interest from all sources2023-09-30$415,899
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$38,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-09-30$0
Total dividends received from registered investment company shares (eg mutual funds)2023-09-30$38,173
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$1,000,000
If this is an individual account plan, was there a blackout period2023-09-30No
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Contributions received from participants2023-09-30$3,925
Participant contributions at end of year2023-09-30$0
Participant contributions at beginning of year2023-09-30$25,519
Income. Received or receivable in cash from other sources (including rollovers)2023-09-30$3,641
Other income not declared elsewhere2023-09-30$6,413
Administrative expenses (other) incurred2023-09-30$26,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$-40,445,714
Value of net assets at end of year (total assets less liabilities)2023-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$40,445,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$26,620,504
Value of interest in pooled separate accounts at end of year2023-09-30$0
Value of interest in pooled separate accounts at beginning of year2023-09-30$1,938,408
Interest on participant loans2023-09-30$604
Interest earned on other investments2023-09-30$415,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-09-30$11,857,383
Expenses. Payments to insurance carriers foe the provision of benefits2023-09-30$478,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-30$2,516,522
Net investment gain/loss from pooled separate accounts2023-09-30$-169,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30No
Was there a failure to transmit to the plan any participant contributions2023-09-30Yes
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Employer contributions (assets) at end of year2023-09-30$0
Employer contributions (assets) at beginning of year2023-09-30$3,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$42,730,792
Contract administrator fees2023-09-30$4,596
Did the plan have assets held for investment2023-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30Yes
Opinion of an independent qualified public accountant for this plan2023-09-30Disclaimer
Accountancy firm name2023-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-09-30410746749
2022 : GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-5,715,317
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,124,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,109,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$56,728
Value of total assets at end of year2022-12-31$40,445,714
Value of total assets at beginning of year2022-12-31$50,285,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,777
Total interest from all sources2022-12-31$487,600
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$560,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$560,389
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$53,100
Participant contributions at end of year2022-12-31$25,519
Participant contributions at beginning of year2022-12-31$15,348
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,628
Other income not declared elsewhere2022-12-31$7,763
Administrative expenses (other) incurred2022-12-31$14,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,839,769
Value of net assets at end of year (total assets less liabilities)2022-12-31$40,445,714
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$50,285,483
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$26,620,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$36,820,319
Value of interest in pooled separate accounts at end of year2022-12-31$1,938,408
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,747,793
Interest on participant loans2022-12-31$986
Interest earned on other investments2022-12-31$486,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$11,857,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$11,676,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,964,039
Net investment gain/loss from pooled separate accounts2022-12-31$136,242
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$3,900
Employer contributions (assets) at beginning of year2022-12-31$25,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,109,675
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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$5,859,249
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,666,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,649,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$432,865
Value of total assets at end of year2021-12-31$50,285,483
Value of total assets at beginning of year2021-12-31$47,092,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,077
Total interest from all sources2021-12-31$430,004
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$874,897
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$874,897
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$422,941
Participant contributions at end of year2021-12-31$15,348
Participant contributions at beginning of year2021-12-31$2,345
Participant contributions at end of year2021-12-31$25,715
Participant contributions at beginning of year2021-12-31$13,922
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$9,924
Other income not declared elsewhere2021-12-31$481
Administrative expenses (other) incurred2021-12-31$17,077
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$3,192,949
Value of net assets at end of year (total assets less liabilities)2021-12-31$50,285,483
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$47,092,534
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$36,820,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$33,295,136
Value of interest in pooled separate accounts at end of year2021-12-31$1,747,793
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,441,509
Interest on participant loans2021-12-31$343
Interest earned on other investments2021-12-31$429,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,676,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,339,622
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$113,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,857,763
Net investment gain/loss from pooled separate accounts2021-12-31$263,239
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,535,778
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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$5,145,404
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,247,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,221,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$315,958
Value of total assets at end of year2020-12-31$47,092,534
Value of total assets at beginning of year2020-12-31$44,194,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,419
Total interest from all sources2020-12-31$491,362
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$479,171
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$479,171
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$290,688
Participant contributions at end of year2020-12-31$2,345
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$13,922
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$25,270
Administrative expenses (other) incurred2020-12-31$25,419
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$2,898,150
Value of net assets at end of year (total assets less liabilities)2020-12-31$47,092,534
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$44,194,384
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$33,295,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$30,260,539
Value of interest in pooled separate accounts at end of year2020-12-31$1,441,509
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,681,813
Interest on participant loans2020-12-31$8
Interest earned on other investments2020-12-31$491,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,339,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,252,032
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$120,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,873,330
Net investment gain/loss from pooled separate accounts2020-12-31$-14,417
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,101,709
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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$6,956,071
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,214,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,184,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$512,079
Value of total assets at end of year2019-12-31$44,194,384
Value of total assets at beginning of year2019-12-31$39,452,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,141
Total interest from all sources2019-12-31$496,566
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$375,795
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$375,795
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$397,904
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$12,300
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$114,175
Administrative expenses (other) incurred2019-12-31$29,141
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$4,741,969
Value of net assets at end of year (total assets less liabilities)2019-12-31$44,194,384
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$39,452,415
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$30,260,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,263,472
Value of interest in pooled separate accounts at end of year2019-12-31$1,681,813
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,583,040
Interest earned on other investments2019-12-31$496,566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,252,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,593,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,483,642
Net investment gain/loss from pooled separate accounts2019-12-31$87,989
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,184,961
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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$0
Total income from all sources (including contributions)2018-12-31$-871,805
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,789,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,772,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$429,769
Value of total assets at end of year2018-12-31$39,452,415
Value of total assets at beginning of year2018-12-31$43,114,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,754
Total interest from all sources2018-12-31$514,999
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$550,848
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$550,848
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$359,649
Participant contributions at end of year2018-12-31$12,300
Participant contributions at beginning of year2018-12-31$1,221
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$70,120
Administrative expenses (other) incurred2018-12-31$17,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,661,588
Value of net assets at end of year (total assets less liabilities)2018-12-31$39,452,415
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$43,114,003
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$25,263,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,158,860
Value of interest in pooled separate accounts at end of year2018-12-31$1,583,040
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,518,597
Interest earned on other investments2018-12-31$514,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$12,593,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$12,435,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,439,749
Net investment gain/loss from pooled separate accounts2018-12-31$72,328
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,772,029
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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$23,096
Total income from all sources (including contributions)2017-12-31$5,900,888
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,627,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,610,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$453,560
Value of total assets at end of year2017-12-31$43,114,003
Value of total assets at beginning of year2017-12-31$39,864,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,723
Total interest from all sources2017-12-31$504,820
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$401,058
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$401,058
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$422,102
Participant contributions at end of year2017-12-31$1,221
Participant contributions at beginning of year2017-12-31$14,206
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$31,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$23,096
Administrative expenses (other) incurred2017-12-31$17,723
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$3,273,012
Value of net assets at end of year (total assets less liabilities)2017-12-31$43,114,003
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,840,991
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$29,158,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,534,877
Value of interest in pooled separate accounts at end of year2017-12-31$1,518,597
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,679,732
Interest earned on other investments2017-12-31$504,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$12,435,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$12,635,272
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$298,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,470,695
Net investment gain/loss from pooled separate accounts2017-12-31$70,755
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,311,980
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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$23,096
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,269
Total income from all sources (including contributions)2016-12-31$3,000,337
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,944,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,874,283
Value of total corrective distributions2016-12-31$23,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$655,347
Value of total assets at end of year2016-12-31$39,864,087
Value of total assets at beginning of year2016-12-31$39,807,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$46,886
Total interest from all sources2016-12-31$558,325
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$327,791
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$327,791
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$445,640
Participant contributions at end of year2016-12-31$14,206
Participant contributions at beginning of year2016-12-31$16,835
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$209,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$23,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$22,269
Administrative expenses (other) incurred2016-12-31$3,983
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$56,072
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,840,991
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,784,919
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
Investment advisory and management fees2016-12-31$42,903
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$25,534,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,619,426
Value of interest in pooled separate accounts at end of year2016-12-31$1,679,732
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,560,740
Interest earned on other investments2016-12-31$558,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$12,635,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$12,610,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,376,715
Net investment gain/loss from pooled separate accounts2016-12-31$82,159
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,874,283
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 name2016-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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$22,269
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$1,252,495
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,220,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,198,091
Value of total corrective distributions2015-12-31$22,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$578,331
Value of total assets at end of year2015-12-31$39,807,188
Value of total assets at beginning of year2015-12-31$40,752,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$529,565
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$461,357
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$461,357
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$417,544
Participant contributions at end of year2015-12-31$16,835
Participant contributions at beginning of year2015-12-31$32,403
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$23,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$22,269
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-967,865
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,784,919
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$40,752,784
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$25,619,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,587,919
Value of interest in pooled separate accounts at end of year2015-12-31$1,560,740
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,405,681
Interest earned on other investments2015-12-31$529,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$12,610,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$12,726,781
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$254,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-431,869
Net investment gain/loss from pooled separate accounts2015-12-31$115,111
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$137,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,943,378
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 name2015-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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$2,758,797
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,671,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,671,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$460,025
Value of total assets at end of year2014-12-31$40,752,784
Value of total assets at beginning of year2014-12-31$41,665,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$549,452
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$486,890
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$486,890
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$460,025
Participant contributions at end of year2014-12-31$32,403
Participant contributions at beginning of year2014-12-31$19,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-912,965
Value of net assets at end of year (total assets less liabilities)2014-12-31$40,752,784
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$41,665,749
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$26,587,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,462,527
Value of interest in pooled separate accounts at end of year2014-12-31$1,405,681
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,276,550
Interest earned on other investments2014-12-31$549,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$12,726,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,906,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,108,245
Net investment gain/loss from pooled separate accounts2014-12-31$154,185
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,671,762
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 name2014-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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$7,102,288
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,468,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,468,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,311,533
Value of total assets at end of year2013-12-31$41,665,749
Value of total assets at beginning of year2013-12-31$40,031,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$541,671
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$414,548
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$414,548
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$676,854
Participant contributions at end of year2013-12-31$19,710
Participant contributions at beginning of year2013-12-31$28,570
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$504,624
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$1,634,090
Value of net assets at end of year (total assets less liabilities)2013-12-31$41,665,749
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,031,659
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$27,462,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,745,317
Value of interest in pooled separate accounts at end of year2013-12-31$1,276,550
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,252,784
Interest earned on other investments2013-12-31$541,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,906,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$12,977,141
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$482,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,716,547
Net investment gain/loss from pooled separate accounts2013-12-31$117,989
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$130,055
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$27,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,985,396
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 name2013-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$81,830
Total income from all sources (including contributions)2012-12-31$5,112,478
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,881,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,881,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,382,053
Value of total assets at end of year2012-12-31$40,031,659
Value of total assets at beginning of year2012-12-31$36,882,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$525,315
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$203,609
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$203,609
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$842,700
Participant contributions at end of year2012-12-31$28,570
Participant contributions at beginning of year2012-12-31$28,599
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$175,761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$81,830
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$3,230,872
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,031,659
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$36,800,787
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$25,745,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,628,511
Value of interest in pooled separate accounts at end of year2012-12-31$1,252,784
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,088,186
Interest earned on other investments2012-12-31$525,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$12,977,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$13,094,150
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$433,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,888,524
Net investment gain/loss from pooled separate accounts2012-12-31$112,977
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$363,592
Employer contributions (assets) at end of year2012-12-31$27,847
Employer contributions (assets) at beginning of year2012-12-31$43,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,448,588
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 name2012-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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$81,830
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$1,678,343
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,919,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,919,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,418,005
Value of total assets at end of year2011-12-31$36,882,617
Value of total assets at beginning of year2011-12-31$37,042,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$514,021
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$145,051
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$145,051
Was this plan covered by a fidelity bond2011-12-31No
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$918,153
Participant contributions at end of year2011-12-31$28,599
Participant contributions at beginning of year2011-12-31$70,090
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$15,797
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$81,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$1,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-241,654
Value of net assets at end of year (total assets less liabilities)2011-12-31$36,800,787
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$37,042,441
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$22,628,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$23,746,955
Value of interest in pooled separate accounts at end of year2011-12-31$1,088,186
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,064,958
Interest earned on other investments2011-12-31$514,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$13,094,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$12,114,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-535,970
Net investment gain/loss from pooled separate accounts2011-12-31$135,737
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$484,055
Employer contributions (assets) at end of year2011-12-31$43,171
Employer contributions (assets) at beginning of year2011-12-31$45,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,919,997
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 name2011-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2011-12-31410746749
2010 : GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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$4,674,348
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,587,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,587,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,498,106
Value of total assets at end of year2010-12-31$37,042,441
Value of total assets at beginning of year2010-12-31$34,955,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$463,106
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$70,352
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$70,352
Was this plan covered by a fidelity bond2010-12-31No
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$877,496
Participant contributions at end of year2010-12-31$70,090
Participant contributions at beginning of year2010-12-31$26,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,086,650
Value of net assets at end of year (total assets less liabilities)2010-12-31$37,042,441
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$34,955,791
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$23,746,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,786,905
Value of interest in pooled separate accounts at end of year2010-12-31$1,064,958
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,009,012
Interest earned on other investments2010-12-31$463,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$12,114,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$11,920,638
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$98,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,519,967
Net investment gain/loss from pooled separate accounts2010-12-31$122,817
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$620,610
Employer contributions (assets) at end of year2010-12-31$45,921
Employer contributions (assets) at beginning of year2010-12-31$212,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,489,679
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 name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370802863
2009 : GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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 GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

2023: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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 filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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 funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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 funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT 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: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GRADUATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103828
Policy instance 1
Insurance contract or identification number103828
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-09-30
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?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 number103828
Policy instance 1
Insurance contract or identification number103828
Number of Individuals Covered293
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 number103828
Policy instance 1
Insurance contract or identification number103828
Number of Individuals Covered309
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?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 number103828
Policy instance 1
Insurance contract or identification number103828
Number of Individuals Covered322
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?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 number103828
Policy instance 1
Insurance contract or identification number103828
Number of Individuals Covered335
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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 number103828
Policy instance 1
Insurance contract or identification number103828
Number of Individuals Covered344
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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 number103828
Policy instance 1
Insurance contract or identification number103828
Number of Individuals Covered351
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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

Potentially related plans

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