Plan Name | ASHOKA TAX SHELTERED ANNUITY PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ASHOKA |
Employer identification number (EIN): | 510255908 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about ASHOKA
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2006-08-30 |
Company Identification Number: | F109010 |
Legal Registered Office Address: |
4701 Cox Rd Ste 285 Glen Allen United States of America (USA) 23060-6808 |
More information about ASHOKA
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | SONYA KHAN | 2023-10-05 | ||
001 | 2021-01-01 | GRETCHEN ZUCKER | 2022-09-28 | ||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ADAM BORNSTEIN | |||
001 | 2015-01-01 | DOLORES BROOKS | |||
001 | 2015-01-01 | DOLORES BROOKS | |||
001 | 2014-01-01 | ASHA ARAVINDAKSHAN | ASHA ARAVINDAKSHAN | 2016-01-08 | |
001 | 2013-01-01 | ASHA ARAVINDAKSHAN | 2014-10-10 | ASHA ARAVINDAKSHAN | 2014-10-10 |
001 | 2012-01-01 | ANH NGUYEN | 2013-10-10 | ANH NGUYEN | 2013-10-10 |
001 | 2011-01-01 | KASHIF AHMAD | 2012-07-23 | KASHIF AHMAD | 2012-07-23 |
001 | 2009-01-01 | IAN ROTHMAN |
Measure | Date | Value |
---|---|---|
2020: ASHOKA TAX SHELTERED ANNUITY PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 19 |
Total of all active and inactive participants | 2020-01-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 96 |
Number of participants with account balances | 2020-01-01 | 66 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ASHOKA TAX SHELTERED ANNUITY PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 13 |
Total of all active and inactive participants | 2019-01-01 | 107 |
Total participants | 2019-01-01 | 107 |
Number of participants with account balances | 2019-01-01 | 63 |
2018: ASHOKA TAX SHELTERED ANNUITY PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 110 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 15 |
Total of all active and inactive participants | 2018-01-01 | 125 |
Total participants | 2018-01-01 | 125 |
Number of participants with account balances | 2018-01-01 | 69 |
2017: ASHOKA TAX SHELTERED ANNUITY PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 139 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 8 |
Total of all active and inactive participants | 2017-01-01 | 147 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 147 |
Number of participants with account balances | 2017-01-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ASHOKA TAX SHELTERED ANNUITY PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 131 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 7 |
Total of all active and inactive participants | 2016-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 138 |
Number of participants with account balances | 2016-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ASHOKA TAX SHELTERED ANNUITY PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 120 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11 |
Total of all active and inactive participants | 2015-01-01 | 131 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 131 |
Number of participants with account balances | 2015-01-01 | 62 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ASHOKA TAX SHELTERED ANNUITY PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 119 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 10 |
Total of all active and inactive participants | 2014-01-01 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 129 |
Number of participants with account balances | 2014-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2009: ASHOKA TAX SHELTERED ANNUITY PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 114 |
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 | 0 |
Total of all active and inactive participants | 2009-01-01 | 114 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 114 |
Number of participants with account balances | 2009-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2020 : ASHOKA TAX SHELTERED ANNUITY PLAN 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $1,073,010 |
Total of all expenses incurred | 2020-12-31 | $217,023 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $216,686 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $350,483 |
Value of total assets at end of year | 2020-12-31 | $4,599,523 |
Value of total assets at beginning of year | 2020-12-31 | $3,743,536 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $337 |
Total interest from all sources | 2020-12-31 | $358 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $50,071 |
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 | $50,071 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $350,483 |
Participant contributions at beginning of year | 2020-12-31 | $10,164 |
Participant contributions at beginning of year | 2020-12-31 | $26,188 |
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 | $855,987 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,599,523 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,743,536 |
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 | $4,599,523 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,707,184 |
Interest on participant loans | 2020-12-31 | $358 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $672,098 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $216,686 |
Contract administrator fees | 2020-12-31 | $337 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
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 | TURNER, LEINS & GOLD, LLC |
Accountancy firm EIN | 2020-12-31 | 542024361 |
2019 : ASHOKA TAX SHELTERED ANNUITY PLAN 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $988,540 |
Total income from all sources (including contributions) | 2019-12-31 | $988,540 |
Total of all expenses incurred | 2019-12-31 | $101,331 |
Total of all expenses incurred | 2019-12-31 | $101,331 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $100,740 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $355,106 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $355,106 |
Value of total assets at end of year | 2019-12-31 | $3,743,536 |
Value of total assets at end of year | 2019-12-31 | $3,743,536 |
Value of total assets at beginning of year | 2019-12-31 | $2,856,327 |
Value of total assets at beginning of year | 2019-12-31 | $2,856,327 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $591 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $591 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $54,321 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $54,321 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | $54,321 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $54,321 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 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 | $355,106 |
Contributions received from participants | 2019-12-31 | $355,106 |
Participant contributions at end of year | 2019-12-31 | $10,164 |
Participant contributions at end of year | 2019-12-31 | $10,164 |
Participant contributions at beginning of year | 2019-12-31 | $24,594 |
Participant contributions at beginning of year | 2019-12-31 | $24,594 |
Participant contributions at end of year | 2019-12-31 | $26,188 |
Participant contributions at end of year | 2019-12-31 | $26,188 |
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 |
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 | $887,209 |
Value of net income/loss | 2019-12-31 | $887,209 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,743,536 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,743,536 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,856,327 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,856,327 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
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 | $3,707,184 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,707,184 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,831,733 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,831,733 |
Interest on participant loans | 2019-12-31 | $0 |
Interest on participant loans | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $579,113 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $100,740 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $100,740 |
Contract administrator fees | 2019-12-31 | $591 |
Contract administrator fees | 2019-12-31 | $591 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | TURNER, LEINS & GOLD, LLC |
Accountancy firm name | 2019-12-31 | TURNER, LEINS & GOLD, LLC |
Accountancy firm EIN | 2019-12-31 | 542024361 |
Accountancy firm EIN | 2019-12-31 | 542024361 |
2018 : ASHOKA TAX SHELTERED ANNUITY PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $178,848 |
Total of all expenses incurred | 2018-12-31 | $42,218 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $41,748 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $362,236 |
Value of total assets at end of year | 2018-12-31 | $2,856,327 |
Value of total assets at beginning of year | 2018-12-31 | $2,719,697 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $470 |
Total interest from all sources | 2018-12-31 | $1,113 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $43,216 |
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 | $43,216 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $362,236 |
Participant contributions at end of year | 2018-12-31 | $24,594 |
Participant contributions at beginning of year | 2018-12-31 | $19,820 |
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 | $136,630 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,856,327 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,719,697 |
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 | $2,831,733 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,699,877 |
Interest on participant loans | 2018-12-31 | $1,113 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-227,717 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $41,748 |
Contract administrator fees | 2018-12-31 | $470 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
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 | TURNER, LEINS & GOLD, LLC |
Accountancy firm EIN | 2018-12-31 | 542024361 |
2017 : ASHOKA TAX SHELTERED ANNUITY 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 | $682,344 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $26,331 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $26,023 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $336,296 |
Value of total assets at end of year | 2017-12-31 | $2,719,696 |
Value of total assets at beginning of year | 2017-12-31 | $2,063,683 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $308 |
Total interest from all sources | 2017-12-31 | $771 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $33,325 |
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 | $33,325 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $336,296 |
Participant contributions at end of year | 2017-12-31 | $19,820 |
Participant contributions at beginning of year | 2017-12-31 | $31,358 |
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 | $656,013 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,719,696 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,063,683 |
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 | $2,699,876 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,032,325 |
Interest on participant loans | 2017-12-31 | $771 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $311,952 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $26,023 |
Contract administrator fees | 2017-12-31 | $308 |
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 |
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 | PKF O'CONNOR DAVIES, LLP |
Accountancy firm EIN | 2017-12-31 | 271728945 |
2016 : ASHOKA TAX SHELTERED ANNUITY PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 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 | $465,897 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $232,967 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $231,918 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $335,458 |
Value of total assets at end of year | 2016-12-31 | $2,063,683 |
Value of total assets at beginning of year | 2016-12-31 | $1,830,753 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,049 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $1,164 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $18,531 |
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 | $18,531 |
Administrative expenses professional fees incurred | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
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 | $335,458 |
Participant contributions at end of year | 2016-12-31 | $31,358 |
Participant contributions at beginning of year | 2016-12-31 | $33,983 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $750 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $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 | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $232,930 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,063,683 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,830,753 |
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 |
Investment advisory and management fees | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,032,325 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,796,770 |
Interest on participant loans | 2016-12-31 | $1,164 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $0 |
Income. Interest from US Government securities | 2016-12-31 | $0 |
Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $110,744 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
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 | $0 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $231,168 |
Contract administrator fees | 2016-12-31 | $1,049 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
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 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
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 | PKF O'CONNOR DAVIES, LLP |
Accountancy firm EIN | 2016-12-31 | 271728945 |
2015 : ASHOKA TAX SHELTERED ANNUITY PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $704,895 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $366,976 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $365,622 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of total corrective distributions | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $749,942 |
Value of total assets at end of year | 2015-12-31 | $1,830,753 |
Value of total assets at beginning of year | 2015-12-31 | $1,492,834 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,354 |
Total income from rents | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $867 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $14,993 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $14,993 |
Administrative expenses professional fees incurred | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $322,703 |
Participant contributions at end of year | 2015-12-31 | $33,983 |
Participant contributions at beginning of year | 2015-12-31 | $13,852 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $427,239 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $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 | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $337,919 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,830,753 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,492,834 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,796,770 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,478,982 |
Interest on participant loans | 2015-12-31 | $867 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $0 |
Income. Interest from US Government securities | 2015-12-31 | $0 |
Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-60,907 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $0 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Income. Dividends from preferred stock | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $365,622 |
Contract administrator fees | 2015-12-31 | $1,354 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PKF O'CONNOR DAVIES, LLP |
Accountancy firm EIN | 2015-12-31 | 271728945 |
2014 : ASHOKA TAX SHELTERED ANNUITY PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2014-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $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 | $296,553 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $32,340 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $31,812 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of total corrective distributions | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $257,468 |
Value of total assets at end of year | 2014-12-31 | $1,492,834 |
Value of total assets at beginning of year | 2014-12-31 | $1,228,621 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $528 |
Total income from rents | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $779 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $16,762 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $16,762 |
Administrative expenses professional fees incurred | 2014-12-31 | $0 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $257,468 |
Participant contributions at end of year | 2014-12-31 | $13,852 |
Participant contributions at beginning of year | 2014-12-31 | $17,128 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $63 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $202 |
Administrative expenses (other) incurred | 2014-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $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 | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $264,213 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,492,834 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,228,621 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,478,982 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,211,493 |
Interest on participant loans | 2014-12-31 | $779 |
Income. Interest from loans (other than to participants) | 2014-12-31 | $0 |
Interest earned on other investments | 2014-12-31 | $0 |
Income. Interest from US Government securities | 2014-12-31 | $0 |
Income. Interest from corporate debt instruments | 2014-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $21,342 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2014-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $0 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Income. Dividends from preferred stock | 2014-12-31 | $0 |
Income. Dividends from common stock | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $31,749 |
Contract administrator fees | 2014-12-31 | $528 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CARPENTER EVERT & ASSOCIATES, LTD |
Accountancy firm EIN | 2014-12-31 | 411534805 |
2010 : ASHOKA TAX SHELTERED ANNUITY PLAN 2010 401k financial data | ||
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $177,525 |
Expenses. Total of all expenses incurred | 2010-12-31 | $4,095 |
Benefits paid (including direct rollovers) | 2010-12-31 | $3,672 |
Total plan assets at end of year | 2010-12-31 | $760,282 |
Total plan assets at beginning of year | 2010-12-31 | $586,852 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $100,729 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $281 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $67,763 |
Noncash contributions received | 2010-12-31 | $9,033 |
Net income (gross income less expenses) | 2010-12-31 | $173,430 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $760,282 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $586,852 |
Assets. Value of participant loans | 2010-12-31 | $28,712 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $19,022 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $142 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : ASHOKA TAX SHELTERED ANNUITY 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 |
2020: ASHOKA TAX SHELTERED ANNUITY PLAN 2020 form 5500 responses | ||
---|---|---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ASHOKA TAX SHELTERED ANNUITY PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ASHOKA TAX SHELTERED ANNUITY PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ASHOKA TAX SHELTERED ANNUITY 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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ASHOKA TAX SHELTERED ANNUITY 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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ASHOKA TAX SHELTERED ANNUITY PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | Yes |
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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ASHOKA TAX SHELTERED ANNUITY 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ASHOKA TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |