YORK UNIVERSITY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan YORK UNIVERSITY 403B RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023: YORK UNIVERSITY 403B RETIREMENT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 118 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 106 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 9 |
| Total of all active and inactive participants | 2023-01-01 | 116 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 116 |
| Number of participants with account balances | 2023-01-01 | 81 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: YORK UNIVERSITY 403B RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 114 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 97 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
| Total of all active and inactive participants | 2022-01-01 | 109 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 109 |
| Number of participants with account balances | 2022-01-01 | 80 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: YORK UNIVERSITY 403B RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 117 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 99 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 9 |
| Total of all active and inactive participants | 2021-01-01 | 111 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 111 |
| Number of participants with account balances | 2021-01-01 | 88 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: YORK UNIVERSITY 403B RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 97 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 10 |
| Total of all active and inactive participants | 2020-01-01 | 110 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 110 |
| Number of participants with account balances | 2020-01-01 | 92 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: YORK UNIVERSITY 403B RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 131 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 140 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 8 |
| Total of all active and inactive participants | 2019-01-01 | 149 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 149 |
| Number of participants with account balances | 2019-01-01 | 93 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: YORK UNIVERSITY 403B RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 141 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 126 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 13 |
| Total of all active and inactive participants | 2018-01-01 | 143 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 143 |
| Number of participants with account balances | 2018-01-01 | 94 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: YORK UNIVERSITY 403B RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 120 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 100 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 20 |
| Total of all active and inactive participants | 2017-01-01 | 123 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 123 |
| Number of participants with account balances | 2017-01-01 | 97 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: YORK UNIVERSITY 403B RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 123 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 99 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 20 |
| Total of all active and inactive participants | 2016-01-01 | 120 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 120 |
| Number of participants with account balances | 2016-01-01 | 92 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: YORK UNIVERSITY 403B RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 103 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 17 |
| Total of all active and inactive participants | 2015-01-01 | 121 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 122 |
| Number of participants with account balances | 2015-01-01 | 89 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: YORK UNIVERSITY 403B RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 112 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 85 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 16 |
| Total of all active and inactive participants | 2014-01-01 | 102 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 102 |
| Number of participants with account balances | 2014-01-01 | 89 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: YORK UNIVERSITY 403B RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 110 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 98 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 14 |
| Total of all active and inactive participants | 2013-01-01 | 113 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 113 |
| Number of participants with account balances | 2013-01-01 | 80 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: YORK UNIVERSITY 403B RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 104 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 93 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 10 |
| Total of all active and inactive participants | 2012-01-01 | 105 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 105 |
| Number of participants with account balances | 2012-01-01 | 73 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: YORK UNIVERSITY 403B RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 92 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
| Total of all active and inactive participants | 2011-01-01 | 99 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 99 |
| Number of participants with account balances | 2011-01-01 | 69 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: YORK UNIVERSITY 403B RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 84 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 88 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 88 |
| Number of participants with account balances | 2009-01-01 | 57 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : YORK UNIVERSITY 403B RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $711,079 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $145,106 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $132,729 |
| Total plan assets at end of year | 2023-12-31 | $3,174,716 |
| Total plan assets at beginning of year | 2023-12-31 | $2,608,743 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $84,443 |
| Other income received | 2023-12-31 | $538,369 |
| Net income (gross income less expenses) | 2023-12-31 | $565,973 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,174,716 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,608,743 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $88,267 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $12,377 |
| 2022 : YORK UNIVERSITY 403B RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-476,645 |
| Total loss/gain on sale of assets | 2022-12-31 | $-46,096 |
| Total of all expenses incurred | 2022-12-31 | $411,436 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $399,543 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $180,752 |
| Value of total assets at end of year | 2022-12-31 | $2,608,743 |
| Value of total assets at beginning of year | 2022-12-31 | $3,496,824 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $11,893 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $82,225 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $82,225 |
| Administrative expenses professional fees incurred | 2022-12-31 | $11,893 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $89,609 |
| Other income not declared elsewhere | 2022-12-31 | $-27,580 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-888,081 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,608,743 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,496,824 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,486,232 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,345,555 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $122,511 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $151,269 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-665,946 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $91,143 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $399,543 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Aggregate proceeds on sale of assets | 2022-12-31 | $474,693 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $520,789 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Disclaimer |
| Accountancy firm name | 2022-12-31 | CORE CPAS, P.C. |
| Accountancy firm EIN | 2022-12-31 | 921841583 |
| 2021 : YORK UNIVERSITY 403B RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $683,227 |
| Total loss/gain on sale of assets | 2021-12-31 | $58,329 |
| Total of all expenses incurred | 2021-12-31 | $663,447 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $649,584 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $219,621 |
| Value of total assets at end of year | 2021-12-31 | $3,496,824 |
| Value of total assets at beginning of year | 2021-12-31 | $3,477,044 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $13,863 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $358,572 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $358,572 |
| Administrative expenses professional fees incurred | 2021-12-31 | $13,863 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $112,751 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $7,496 |
| Other income not declared elsewhere | 2021-12-31 | $16,398 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $19,780 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,496,824 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,477,044 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,345,555 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,340,878 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $151,269 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $136,166 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $30,307 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $99,374 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $649,584 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Aggregate proceeds on sale of assets | 2021-12-31 | $666,101 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $607,772 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
| Accountancy firm name | 2021-12-31 | LUTZ & COMPANY, PC |
| Accountancy firm EIN | 2021-12-31 | 470625816 |
| 2020 : YORK UNIVERSITY 403B RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $818,473 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $244,502 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $232,072 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $231,012 |
| Value of total assets at end of year | 2020-12-31 | $3,477,044 |
| Value of total assets at beginning of year | 2020-12-31 | $2,903,073 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $12,430 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $100,965 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $100,965 |
| Administrative expenses professional fees incurred | 2020-12-31 | $12,430 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $120,073 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $9,516 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $573,971 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,477,044 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,903,073 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,340,878 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,778,103 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $136,166 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $124,970 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $486,496 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $101,423 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $232,072 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | LUTZ & COMPANY, PC |
| Accountancy firm EIN | 2020-12-31 | 470625816 |
| 2019 : YORK UNIVERSITY 403B RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 | $792,184 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $415,937 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $404,126 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $224,336 |
| Value of total assets at end of year | 2019-12-31 | $2,903,073 |
| Value of total assets at beginning of year | 2019-12-31 | $2,526,826 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $11,811 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $114,350 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $114,350 |
| Administrative expenses professional fees incurred | 2019-12-31 | $11,811 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $117,523 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $11,315 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $376,247 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,903,073 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,526,826 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,778,103 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,420,144 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $124,970 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $106,682 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $453,498 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $95,498 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $404,126 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | LUTZ & COMPANY, PC |
| Accountancy firm EIN | 2019-12-31 | 470625816 |
| 2018 : YORK UNIVERSITY 403B RETIREMENT PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $18,662 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $91,704 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $79,808 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $226,955 |
| Value of total assets at end of year | 2018-12-31 | $2,526,826 |
| Value of total assets at beginning of year | 2018-12-31 | $2,599,868 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $11,896 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $119,880 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $119,880 |
| Administrative expenses professional fees incurred | 2018-12-31 | $11,896 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $116,775 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $17,233 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-73,042 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,526,826 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,599,868 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,420,144 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,483,366 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $106,682 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $114,844 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-328,173 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $92,947 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $1,658 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $79,808 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | LUTZ & COMPANY, PC |
| Accountancy firm EIN | 2018-12-31 | 470625816 |
| 2017 : YORK UNIVERSITY 403B RETIREMENT PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $628,126 |
| Total loss/gain on sale of assets | 2017-12-31 | $8,414 |
| Total of all expenses incurred | 2017-12-31 | $192,737 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $190,426 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $181,234 |
| Value of total assets at end of year | 2017-12-31 | $2,599,868 |
| Value of total assets at beginning of year | 2017-12-31 | $2,164,479 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,311 |
| Total interest from all sources | 2017-12-31 | $13,466 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $145,161 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $145,161 |
| Administrative expenses professional fees incurred | 2017-12-31 | $1,391 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $83,656 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $435,389 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,599,868 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,164,479 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,483,366 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,066,581 |
| Interest earned on other investments | 2017-12-31 | $13,466 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $114,844 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $94,638 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $279,851 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $97,578 |
| Employer contributions (assets) at end of year | 2017-12-31 | $1,658 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $3,260 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $190,426 |
| Contract administrator fees | 2017-12-31 | $920 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $219,495 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $211,081 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | LUTZ & COMPANY, PC |
| Accountancy firm EIN | 2017-12-31 | 470625816 |
| 2016 : YORK UNIVERSITY 403B RETIREMENT PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $340,126 |
| Total loss/gain on sale of assets | 2016-12-31 | $4,263 |
| Total of all expenses incurred | 2016-12-31 | $149,214 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $146,963 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $180,973 |
| Value of total assets at end of year | 2016-12-31 | $2,164,479 |
| Value of total assets at beginning of year | 2016-12-31 | $1,973,567 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,251 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $86,251 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $86,251 |
| Administrative expenses professional fees incurred | 2016-12-31 | $2,251 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $185,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $89,322 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $190,912 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,164,479 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,973,567 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,066,581 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,889,013 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $94,638 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $83,485 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $68,639 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $91,651 |
| Employer contributions (assets) at end of year | 2016-12-31 | $3,260 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $1,069 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $146,963 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $173,442 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $169,179 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | LUTZ & COMPANY, PC |
| Accountancy firm EIN | 2016-12-31 | 470625816 |
| 2015 : YORK UNIVERSITY 403B RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $194,825 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $24,981 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $22,733 |
| Total plan assets at end of year | 2015-12-31 | $1,973,567 |
| Total plan assets at beginning of year | 2015-12-31 | $1,803,723 |
| Value of fidelity bond covering the plan | 2015-12-31 | $185,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $94,827 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $30 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $10,795 |
| Other income received | 2015-12-31 | $-907 |
| Net income (gross income less expenses) | 2015-12-31 | $169,844 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,973,567 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,803,723 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $90,110 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,218 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : YORK UNIVERSITY 403B RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $282,410 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $72,695 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $70,545 |
| Total plan assets at end of year | 2014-12-31 | $1,803,723 |
| Total plan assets at beginning of year | 2014-12-31 | $1,594,008 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $96,777 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $480 |
| Other income received | 2014-12-31 | $99,002 |
| Net income (gross income less expenses) | 2014-12-31 | $209,715 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,803,723 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,594,008 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $86,631 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,670 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : YORK UNIVERSITY 403B RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $461,986 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $13,236 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $11,349 |
| Total plan assets at end of year | 2013-12-31 | $1,594,008 |
| Total plan assets at beginning of year | 2013-12-31 | $1,145,258 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $92,334 |
| Other income received | 2013-12-31 | $290,933 |
| Net income (gross income less expenses) | 2013-12-31 | $448,750 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,594,008 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,145,258 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $78,719 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,887 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : YORK UNIVERSITY 403B RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $311,749 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $113,843 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $111,957 |
| Total plan assets at end of year | 2012-12-31 | $1,145,258 |
| Total plan assets at beginning of year | 2012-12-31 | $947,353 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $90,801 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $710 |
| Other income received | 2012-12-31 | $142,361 |
| Net income (gross income less expenses) | 2012-12-31 | $197,906 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,145,258 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $947,353 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $78,587 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,176 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : YORK UNIVERSITY 403B RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $116,581 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $49,161 |
| Total plan assets at end of year | 2011-12-31 | $980,551 |
| Total plan assets at beginning of year | 2011-12-31 | $863,970 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $87,719 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,784 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $10,695 |
| Other income received | 2011-12-31 | $35,398 |
| Net income (gross income less expenses) | 2011-12-31 | $116,581 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $980,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $863,970 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $81,183 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : YORK UNIVERSITY 403B RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $198,061 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $9,579 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $8,269 |
| Total plan assets at end of year | 2010-12-31 | $667,524 |
| Total plan assets at beginning of year | 2010-12-31 | $479,042 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $101,837 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $910 |
| Other income received | 2010-12-31 | $24,073 |
| Net income (gross income less expenses) | 2010-12-31 | $188,482 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $667,524 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $479,042 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $72,151 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,310 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : YORK UNIVERSITY 403B RETIREMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: YORK UNIVERSITY 403B RETIREMENT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: YORK UNIVERSITY 403B RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | Yes |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: YORK UNIVERSITY 403B RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: YORK UNIVERSITY 403B RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: YORK UNIVERSITY 403B RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: YORK UNIVERSITY 403B RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: YORK UNIVERSITY 403B RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: YORK UNIVERSITY 403B RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: YORK UNIVERSITY 403B RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: YORK UNIVERSITY 403B RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: YORK UNIVERSITY 403B RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: YORK UNIVERSITY 403B RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: YORK UNIVERSITY 403B RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: YORK UNIVERSITY 403B RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | First time form 5500 has been submitted | Yes |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
