401k Plan data: THE BOB JONES UNIVERSITY RETIREMENT FUND plan

THE BOB JONES UNIVERSITY RETIREMENT FUND 401k Plan overview

Plan Name	THE BOB JONES UNIVERSITY RETIREMENT FUND
Plan identification number	002

THE BOB JONES UNIVERSITY RETIREMENT FUND Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

BJU EDUCATION GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: BJU EDUCATION GROUP, INC.

Employer identification number (EIN): 570360095

NAIC Classification: 611000

Additional information about BJU EDUCATION GROUP, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1990-12-31

Company Identification Number: 0008624607

Legal Registered Office Address: 1700 WADE HAMPTON BLVD

GREENVILLE
United States of America (USA)
29614

More information about BJU EDUCATION GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BOB JONES UNIVERSITY RETIREMENT FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-06-01 KENNIE M. STILL
002 2014-06-01 KENNIE M. STILL
002 2013-06-01 KENNIE M.STILL KENNIE M. STILL 2015-02-26
002 2012-06-01 JOHN D. MATTHEWS JOHN D. MATTHEWS 2014-01-28
002 2011-06-01 JOHN D. MATTHEWS JOHN D. MATTHEWS 2013-02-01
002 2010-06-01 JOHN D. MATTHEWS JOHN D. MATTHEWS 2012-03-14
002 2009-06-01 JOHN D. MATTHEWS JOHN D. MATTHEWS 2011-09-29
002 2009-06-01 JOHN D. MATTHEWS JOHN D. MATTHEWS 2011-03-25

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2015-06-01	KENNIE M. STILL
002	2014-06-01	KENNIE M. STILL
002	2013-06-01	KENNIE M.STILL	KENNIE M. STILL	2015-02-26
002	2012-06-01	JOHN D. MATTHEWS	JOHN D. MATTHEWS	2014-01-28
002	2011-06-01	JOHN D. MATTHEWS	JOHN D. MATTHEWS	2013-02-01
002	2010-06-01	JOHN D. MATTHEWS	JOHN D. MATTHEWS	2012-03-14
002	2009-06-01	JOHN D. MATTHEWS	JOHN D. MATTHEWS	2011-09-29
002	2009-06-01	JOHN D. MATTHEWS	JOHN D. MATTHEWS	2011-03-25

Financial Data on THE BOB JONES UNIVERSITY RETIREMENT FUND

Measure	Date	Value
2016 : THE BOB JONES UNIVERSITY RETIREMENT FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$6,351
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$0
Total income from all sources (including contributions)	2016-05-31	$1,582,038
Total loss/gain on sale of assets	2016-05-31	$0
Total of all expenses incurred	2016-05-31	$4,607,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-05-31	$4,425,934
Expenses. Certain deemed distributions of participant loans	2016-05-31	$5,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-05-31	$2,175,904
Value of total assets at end of year	2016-05-31	$50,420,901
Value of total assets at beginning of year	2016-05-31	$53,439,951
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-05-31	$176,501
Total interest from all sources	2016-05-31	$17,091
Total dividends received (eg from common stock, registered investment company shares)	2016-05-31	$1,835,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-05-31	$1,835,655
Administrative expenses professional fees incurred	2016-05-31	$176,501
Was this plan covered by a fidelity bond	2016-05-31	Yes
Value of fidelity bond cover	2016-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-05-31	No
Contributions received from participants	2016-05-31	$1,762,409
Participant contributions at end of year	2016-05-31	$423,298
Participant contributions at beginning of year	2016-05-31	$424,330
Income. Received or receivable in cash from other sources (including rollovers)	2016-05-31	$31,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-05-31	$6,351
Other income not declared elsewhere	2016-05-31	$-7,721
Total non interest bearing cash at end of year	2016-05-31	$97,412
Total non interest bearing cash at beginning of year	2016-05-31	$91,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Value of net income/loss	2016-05-31	$-3,025,401
Value of net assets at end of year (total assets less liabilities)	2016-05-31	$50,414,550
Value of net assets at beginning of year (total assets less liabilities)	2016-05-31	$53,439,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-05-31	No
Were any leases to which the plan was party in default or uncollectible	2016-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-05-31	$44,626,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-05-31	$47,674,565
Interest on participant loans	2016-05-31	$17,091
Value of interest in common/collective trusts at end of year	2016-05-31	$5,273,727
Value of interest in common/collective trusts at beginning of year	2016-05-31	$5,249,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-05-31	$-2,490,717
Net investment gain or loss from common/collective trusts	2016-05-31	$51,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-05-31	No
Was there a failure to transmit to the plan any participant contributions	2016-05-31	No
Has the plan failed to provide any benefit when due under the plan	2016-05-31	No
Contributions received in cash from employer	2016-05-31	$381,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-05-31	$4,425,934
Did the plan have assets held for investment	2016-05-31	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	2016-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-05-31	Disclaimer
Accountancy firm name	2016-05-31	MARTIN SMITH & COMPANY
Accountancy firm EIN	2016-05-31	260793942
2015 : THE BOB JONES UNIVERSITY RETIREMENT FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$8,599
Total income from all sources (including contributions)	2015-05-31	$5,048,523
Total loss/gain on sale of assets	2015-05-31	$1,049,739
Total of all expenses incurred	2015-05-31	$5,628,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-05-31	$5,413,696
Expenses. Certain deemed distributions of participant loans	2015-05-31	$23,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-05-31	$2,118,444
Value of total assets at end of year	2015-05-31	$53,439,951
Value of total assets at beginning of year	2015-05-31	$54,028,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-05-31	$191,524
Total interest from all sources	2015-05-31	$93,171
Total dividends received (eg from common stock, registered investment company shares)	2015-05-31	$935,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-05-31	$935,863
Administrative expenses professional fees incurred	2015-05-31	$191,524
Was this plan covered by a fidelity bond	2015-05-31	Yes
Value of fidelity bond cover	2015-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-05-31	No
Contributions received from participants	2015-05-31	$1,635,715
Participant contributions at end of year	2015-05-31	$424,330
Participant contributions at beginning of year	2015-05-31	$554,771
Income. Received or receivable in cash from other sources (including rollovers)	2015-05-31	$111,385
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-05-31	$8,599
Other income not declared elsewhere	2015-05-31	$1,000
Total non interest bearing cash at end of year	2015-05-31	$91,246
Total non interest bearing cash at beginning of year	2015-05-31	$99,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Value of net income/loss	2015-05-31	$-579,840
Value of net assets at end of year (total assets less liabilities)	2015-05-31	$53,439,951
Value of net assets at beginning of year (total assets less liabilities)	2015-05-31	$54,019,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-05-31	No
Were any leases to which the plan was party in default or uncollectible	2015-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-05-31	$47,674,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-05-31	$46,678,631
Interest on participant loans	2015-05-31	$17,891
Value of interest in common/collective trusts at end of year	2015-05-31	$5,249,810
Value of interest in common/collective trusts at beginning of year	2015-05-31	$6,695,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-05-31	$75,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-05-31	$767,409
Net investment gain or loss from common/collective trusts	2015-05-31	$82,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-05-31	No
Was there a failure to transmit to the plan any participant contributions	2015-05-31	No
Has the plan failed to provide any benefit when due under the plan	2015-05-31	No
Contributions received in cash from employer	2015-05-31	$371,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-05-31	$5,413,696
Did the plan have assets held for investment	2015-05-31	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	2015-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-05-31	No
Aggregate proceeds on sale of assets	2015-05-31	$1,049,739
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-05-31	Disclaimer
Accountancy firm name	2015-05-31	MARTIN SMITH & COMPANY
Accountancy firm EIN	2015-05-31	260793942
2014 : THE BOB JONES UNIVERSITY RETIREMENT FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$8,599
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$5,747
Total income from all sources (including contributions)	2014-05-31	$7,238,339
Total loss/gain on sale of assets	2014-05-31	$779,308
Total of all expenses incurred	2014-05-31	$4,580,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-05-31	$4,413,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-05-31	$1,864,651
Value of total assets at end of year	2014-05-31	$54,028,390
Value of total assets at beginning of year	2014-05-31	$51,367,935
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-05-31	$167,515
Total interest from all sources	2014-05-31	$17,984
Total dividends received (eg from common stock, registered investment company shares)	2014-05-31	$991,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-05-31	$991,180
Administrative expenses professional fees incurred	2014-05-31	$167,515
Was this plan covered by a fidelity bond	2014-05-31	Yes
Value of fidelity bond cover	2014-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-05-31	No
Contributions received from participants	2014-05-31	$1,454,114
Participant contributions at end of year	2014-05-31	$554,771
Participant contributions at beginning of year	2014-05-31	$554,131
Income. Received or receivable in cash from other sources (including rollovers)	2014-05-31	$83,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-05-31	$8,599
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-05-31	$-15
Other income not declared elsewhere	2014-05-31	$64,058
Total non interest bearing cash at end of year	2014-05-31	$99,698
Total non interest bearing cash at beginning of year	2014-05-31	$61,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Value of net income/loss	2014-05-31	$2,657,603
Value of net assets at end of year (total assets less liabilities)	2014-05-31	$54,019,791
Value of net assets at beginning of year (total assets less liabilities)	2014-05-31	$51,362,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-05-31	No
Were any leases to which the plan was party in default or uncollectible	2014-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-05-31	$46,678,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-05-31	$43,615,694
Interest on participant loans	2014-05-31	$17,984
Value of interest in common/collective trusts at end of year	2014-05-31	$6,695,290
Value of interest in common/collective trusts at beginning of year	2014-05-31	$7,136,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-05-31	$3,495,979
Net investment gain or loss from common/collective trusts	2014-05-31	$25,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-05-31	No
Was there a failure to transmit to the plan any participant contributions	2014-05-31	No
Has the plan failed to provide any benefit when due under the plan	2014-05-31	No
Contributions received in cash from employer	2014-05-31	$326,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-05-31	$4,413,221
Liabilities. Value of benefit claims payable at beginning of year	2014-05-31	$5,762
Did the plan have assets held for investment	2014-05-31	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	2014-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-05-31	No
Aggregate proceeds on sale of assets	2014-05-31	$779,308
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-05-31	Disclaimer
Accountancy firm name	2014-05-31	MARTIN SMITH & COMPANY
Accountancy firm EIN	2014-05-31	260793942
2013 : THE BOB JONES UNIVERSITY RETIREMENT FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-05-31	$4,835,572
Total unrealized appreciation/depreciation of assets	2013-05-31	$4,835,572
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$5,747
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$0
Total income from all sources (including contributions)	2013-05-31	$7,752,564
Total loss/gain on sale of assets	2013-05-31	$0
Total of all expenses incurred	2013-05-31	$4,227,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-05-31	$4,025,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-05-31	$1,571,749
Value of total assets at end of year	2013-05-31	$51,367,935
Value of total assets at beginning of year	2013-05-31	$47,837,004
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-05-31	$202,227
Total interest from all sources	2013-05-31	$19,506
Total dividends received (eg from common stock, registered investment company shares)	2013-05-31	$931,637
Total dividends received from registered investment company shares (eg mutual funds)	2013-05-31	$931,637
Administrative expenses professional fees incurred	2013-05-31	$202,227
Was this plan covered by a fidelity bond	2013-05-31	Yes
Value of fidelity bond cover	2013-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-05-31	No
Contributions received from participants	2013-05-31	$1,229,693
Participant contributions at end of year	2013-05-31	$554,131
Participant contributions at beginning of year	2013-05-31	$632,229
Income. Received or receivable in cash from other sources (including rollovers)	2013-05-31	$4,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-05-31	$-15
Other income not declared elsewhere	2013-05-31	$1,400
Total non interest bearing cash at end of year	2013-05-31	$61,981
Total non interest bearing cash at beginning of year	2013-05-31	$4,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Value of net income/loss	2013-05-31	$3,525,184
Value of net assets at end of year (total assets less liabilities)	2013-05-31	$51,362,188
Value of net assets at beginning of year (total assets less liabilities)	2013-05-31	$47,837,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-05-31	No
Were any leases to which the plan was party in default or uncollectible	2013-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-05-31	$43,615,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-05-31	$39,384,802
Interest on participant loans	2013-05-31	$19,506
Value of interest in common/collective trusts at end of year	2013-05-31	$7,136,129
Value of interest in common/collective trusts at beginning of year	2013-05-31	$7,815,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-05-31	$284,169
Net investment gain or loss from common/collective trusts	2013-05-31	$108,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-05-31	No
Was there a failure to transmit to the plan any participant contributions	2013-05-31	No
Has the plan failed to provide any benefit when due under the plan	2013-05-31	No
Contributions received in cash from employer	2013-05-31	$337,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-05-31	$4,025,153
Liabilities. Value of benefit claims payable at end of year	2013-05-31	$5,762
Did the plan have assets held for investment	2013-05-31	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	2013-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-05-31	Disclaimer
Accountancy firm name	2013-05-31	MARTIN SMITH & COMPANY
Accountancy firm EIN	2013-05-31	260793942
2012 : THE BOB JONES UNIVERSITY RETIREMENT FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-05-31	$229,747
Total unrealized appreciation/depreciation of assets	2012-05-31	$229,747
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total income from all sources (including contributions)	2012-05-31	$1,169,452
Total loss/gain on sale of assets	2012-05-31	$0
Total of all expenses incurred	2012-05-31	$3,246,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$2,994,213
Expenses. Certain deemed distributions of participant loans	2012-05-31	$39,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$2,206,263
Value of total assets at end of year	2012-05-31	$47,837,004
Value of total assets at beginning of year	2012-05-31	$49,914,385
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$212,690
Total interest from all sources	2012-05-31	$23,458
Total dividends received (eg from common stock, registered investment company shares)	2012-05-31	$854,912
Total dividends received from registered investment company shares (eg mutual funds)	2012-05-31	$854,912
Administrative expenses professional fees incurred	2012-05-31	$212,690
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Contributions received from participants	2012-05-31	$1,110,804
Participant contributions at end of year	2012-05-31	$632,229
Participant contributions at beginning of year	2012-05-31	$759,166
Other income not declared elsewhere	2012-05-31	$53,998
Total non interest bearing cash at end of year	2012-05-31	$4,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$-2,077,381
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$47,837,004
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$49,914,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-05-31	$39,384,802
Interest on participant loans	2012-05-31	$23,458
Value of interest in common/collective trusts at end of year	2012-05-31	$7,815,970
Value of interest in common/collective trusts at beginning of year	2012-05-31	$49,155,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-31	$47,573
Net investment gain or loss from common/collective trusts	2012-05-31	$-2,246,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	No
Was there a failure to transmit to the plan any participant contributions	2012-05-31	No
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Contributions received in cash from employer	2012-05-31	$1,095,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$2,994,213
Did the plan have assets held for investment	2012-05-31	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	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-31	Disclaimer
Accountancy firm name	2012-05-31	MARTIN SMITH & COMPANY
Accountancy firm EIN	2012-05-31	260793942
2011 : THE BOB JONES UNIVERSITY RETIREMENT FUND 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$0
Total income from all sources (including contributions)	2011-05-31	$9,316,518
Total loss/gain on sale of assets	2011-05-31	$0
Total of all expenses incurred	2011-05-31	$2,655,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$2,480,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$1,904,451
Value of total assets at end of year	2011-05-31	$49,914,385
Value of total assets at beginning of year	2011-05-31	$43,253,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-05-31	$174,628
Total interest from all sources	2011-05-31	$27,690
Total dividends received (eg from common stock, registered investment company shares)	2011-05-31	$0
Was this plan covered by a fidelity bond	2011-05-31	Yes
Value of fidelity bond cover	2011-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Contributions received from participants	2011-05-31	$853,545
Participant contributions at end of year	2011-05-31	$759,166
Participant contributions at beginning of year	2011-05-31	$723,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Value of net income/loss	2011-05-31	$6,661,248
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$49,914,385
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$43,253,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-05-31	No
Were any leases to which the plan was party in default or uncollectible	2011-05-31	No
Interest on participant loans	2011-05-31	$27,690
Value of interest in common/collective trusts at end of year	2011-05-31	$49,155,219
Value of interest in common/collective trusts at beginning of year	2011-05-31	$42,529,327
Net investment gain or loss from common/collective trusts	2011-05-31	$7,384,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-05-31	No
Was there a failure to transmit to the plan any participant contributions	2011-05-31	No
Has the plan failed to provide any benefit when due under the plan	2011-05-31	No
Contributions received in cash from employer	2011-05-31	$1,050,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$2,480,642
Contract administrator fees	2011-05-31	$174,628
Did the plan have assets held for investment	2011-05-31	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	2011-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-05-31	Disclaimer
Accountancy firm name	2011-05-31	MARTIN SMITH & COMPANY
Accountancy firm EIN	2011-05-31	260793942
2010 : THE BOB JONES UNIVERSITY RETIREMENT FUND 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-05-31	$0

Form 5500 Responses for THE BOB JONES UNIVERSITY RETIREMENT FUND

2015: THE BOB JONES UNIVERSITY RETIREMENT FUND 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: THE BOB JONES UNIVERSITY RETIREMENT FUND 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: THE BOB JONES UNIVERSITY RETIREMENT FUND 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: THE BOB JONES UNIVERSITY RETIREMENT FUND 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: THE BOB JONES UNIVERSITY RETIREMENT FUND 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: THE BOB JONES UNIVERSITY RETIREMENT FUND 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Submission has been amended	No
2010-06-01	This submission is the final filing	No
2010-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-06-01	Plan is a collectively bargained plan	No
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: THE BOB JONES UNIVERSITY RETIREMENT FUND 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	Yes
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BJU EDUCATION GROUP, INC.
Employer identification number (EIN):	570360095
NAIC Classification:	611000

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1990-12-31
Company Identification Number:	0008624607
Legal Registered Office Address:	1700 WADE HAMPTON BLVD GREENVILLE United States of America (USA) 29614