BENEDICT COLLEGE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENEDICT COLLEGE RETIREMENT PLAN TDA PLAN
Measure | Date | Value |
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2014 : BENEDICT COLLEGE RETIREMENT PLAN TDA PLAN 2014 401k financial data |
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Total income from all sources (including contributions) | 2014-12-31 | $472,828 |
Total of all expenses incurred | 2014-12-31 | $309,248 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $286,177 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $239,857 |
Value of total assets at end of year | 2014-12-31 | $4,272,156 |
Value of total assets at beginning of year | 2014-12-31 | $4,108,576 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $23,071 |
Total interest from all sources | 2014-12-31 | $80,113 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $191,005 |
Participant contributions at end of year | 2014-12-31 | $7,542 |
Participant contributions at beginning of year | 2014-12-31 | $6,516 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $48,852 |
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 | $163,580 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,272,156 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,108,576 |
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 | $23,071 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,355,400 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,264,788 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $99,767 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $91,820 |
Interest on participant loans | 2014-12-31 | $3 |
Interest earned on other investments | 2014-12-31 | $80,110 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,809,447 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,745,452 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $46,796 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $141,051 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $11,807 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $239,381 |
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 |
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 | CLAUSELL & ASSOCIATES, CPA'S, P.C. |
Accountancy firm EIN | 2014-12-31 | 581798795 |
2013 : BENEDICT COLLEGE RETIREMENT PLAN TDA PLAN 2013 401k financial data |
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Total income from all sources (including contributions) | 2013-12-31 | $794,845 |
Total of all expenses incurred | 2013-12-31 | $149,210 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $128,246 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $321,662 |
Value of total assets at end of year | 2013-12-31 | $4,108,576 |
Value of total assets at beginning of year | 2013-12-31 | $3,462,941 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $20,964 |
Total interest from all sources | 2013-12-31 | $56,869 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $186,711 |
Participant contributions at end of year | 2013-12-31 | $6,516 |
Participant contributions at beginning of year | 2013-12-31 | $8,589 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $134,951 |
Other income not declared elsewhere | 2013-12-31 | $9,961 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $645,635 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,108,576 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,462,941 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $20,964 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,264,788 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,954,796 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $91,820 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $81,867 |
Interest earned on other investments | 2013-12-31 | $56,869 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,745,452 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,417,689 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $397,551 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $8,802 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $128,246 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | THE HOBBS GROUP, PA |
Accountancy firm EIN | 2013-12-31 | 570957419 |
2012 : BENEDICT COLLEGE RETIREMENT PLAN TDA PLAN 2012 401k financial data |
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Total income from all sources (including contributions) | 2012-12-31 | $552,091 |
Total of all expenses incurred | 2012-12-31 | $280,629 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $261,888 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $228,793 |
Value of total assets at end of year | 2012-12-31 | $3,462,941 |
Value of total assets at beginning of year | 2012-12-31 | $3,191,479 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $18,741 |
Total interest from all sources | 2012-12-31 | $50,033 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $400,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $154,375 |
Participant contributions at end of year | 2012-12-31 | $8,589 |
Participant contributions at beginning of year | 2012-12-31 | $5,912 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $74,418 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $8,302 |
Other income not declared elsewhere | 2012-12-31 | $6,907 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $271,462 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,462,941 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,191,479 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $18,741 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,954,796 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,718,674 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $81,867 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $71,779 |
Interest earned on other investments | 2012-12-31 | $50,033 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,417,689 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,395,114 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $7,712 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $258,359 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $7,999 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $245,874 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | THE HOBBS GROUP, PA |
Accountancy firm EIN | 2012-12-31 | 570957419 |
2011 : BENEDICT COLLEGE RETIREMENT PLAN TDA PLAN 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-12-31 | $233,329 |
Total of all expenses incurred | 2011-12-31 | $687,613 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $669,853 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $169,480 |
Value of total assets at end of year | 2011-12-31 | $3,191,479 |
Value of total assets at beginning of year | 2011-12-31 | $3,645,763 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $17,760 |
Total interest from all sources | 2011-12-31 | $50,224 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $400,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $133,053 |
Participant contributions at end of year | 2011-12-31 | $5,912 |
Participant contributions at beginning of year | 2011-12-31 | $16,249 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $36,427 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $3,195 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-454,284 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,191,479 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,645,763 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $17,760 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,718,674 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,103,614 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $71,779 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $107,798 |
Interest earned on other investments | 2011-12-31 | $50,224 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,395,114 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $1,414,907 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $7,621 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $2,986 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $10,639 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $662,232 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | THE HOBBS GROUP, PA |
Accountancy firm EIN | 2011-12-31 | 570957419 |
2010 : BENEDICT COLLEGE RETIREMENT PLAN TDA PLAN 2010 401k financial data |
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Total income from all sources (including contributions) | 2010-12-31 | $456,425 |
Total of all expenses incurred | 2010-12-31 | $147,902 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $129,967 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $128,798 |
Value of total assets at end of year | 2010-12-31 | $3,617,852 |
Value of total assets at beginning of year | 2010-12-31 | $3,309,329 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $17,935 |
Total interest from all sources | 2010-12-31 | $45,237 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $108,943 |
Participant contributions at end of year | 2010-12-31 | $15,799 |
Participant contributions at beginning of year | 2010-12-31 | $4,155 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $19,855 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $3,195 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $308,523 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,617,852 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,309,329 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $17,935 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,103,613 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,882,748 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $107,798 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $95,819 |
Interest earned on other investments | 2010-12-31 | $45,237 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $1,387,447 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $1,326,607 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $4,017 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $269,805 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $12,585 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $125,950 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | THE HOBBS GROUP, PA |
Accountancy firm EIN | 2010-12-31 | 570957419 |