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BASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN 401k Plan overview

Plan NameBASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN
Plan identification number 001

BASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BASIS EDUCATIONAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:BASIS EDUCATIONAL GROUP, INC.
Employer identification number (EIN):710978140
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-07-01
0012013-07-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0012012-07-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0012011-07-01SHARON KENNEDY,APA,QPA,QKA,ERPA

Plan Statistics for BASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN

401k plan membership statisitcs for BASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN

Measure Date Value
2014: BASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01877
Total number of active participants reported on line 7a of the Form 55002014-07-011,258
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0141
Total of all active and inactive participants2014-07-011,299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-011,299
Number of participants with account balances2014-07-011,204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: BASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01575
Total number of active participants reported on line 7a of the Form 55002013-07-01718
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01159
Total of all active and inactive participants2013-07-01877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01877
Number of participants with account balances2013-07-01575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: BASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01390
Total number of active participants reported on line 7a of the Form 55002012-07-01456
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0192
Total of all active and inactive participants2012-07-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01548
Number of participants with account balances2012-07-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: BASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01215
Total number of active participants reported on line 7a of the Form 55002011-07-01328
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0162
Total of all active and inactive participants2011-07-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01390
Number of participants with account balances2011-07-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010

Financial Data on BASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN

Measure Date Value
2015 : BASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$3,565,289
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,100,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,080,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$3,356,318
Value of total assets at end of year2015-06-30$9,289,877
Value of total assets at beginning of year2015-06-30$6,825,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$20,607
Total interest from all sources2015-06-30$1,464
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$20,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$20,585
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$1,964,476
Participant contributions at end of year2015-06-30$83,279
Participant contributions at beginning of year2015-06-30$50,968
Participant contributions at end of year2015-06-30$106,187
Participant contributions at beginning of year2015-06-30$41,836
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$207,618
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$745
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$4,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$2,464,615
Value of net assets at end of year (total assets less liabilities)2015-06-30$9,289,877
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$6,825,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$362,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$10,042
Value of interest in pooled separate accounts at end of year2015-06-30$856,938
Value of interest in pooled separate accounts at beginning of year2015-06-30$63,092
Interest on participant loans2015-06-30$1,464
Value of interest in common/collective trusts at end of year2015-06-30$7,819,424
Value of interest in common/collective trusts at beginning of year2015-06-30$6,606,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$14,169
Net investment gain/loss from pooled separate accounts2015-06-30$32,400
Net investment gain or loss from common/collective trusts2015-06-30$140,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,184,224
Employer contributions (assets) at end of year2015-06-30$61,089
Employer contributions (assets) at beginning of year2015-06-30$47,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,079,322
Contract administrator fees2015-06-30$20,607
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30FESTER & CHAPMAN, P.C.
Accountancy firm EIN2015-06-30860494040
2014 : BASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$2,845,173
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$273,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$248,161
Value of total corrective distributions2014-06-30$510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,013,843
Value of total assets at end of year2014-06-30$6,825,262
Value of total assets at beginning of year2014-06-30$4,253,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$24,970
Total interest from all sources2014-06-30$1,739
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,054,075
Participant contributions at end of year2014-06-30$50,968
Participant contributions at beginning of year2014-06-30$28,097
Participant contributions at end of year2014-06-30$41,836
Participant contributions at beginning of year2014-06-30$50,635
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$145,070
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$4,944
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,571,532
Value of net assets at end of year (total assets less liabilities)2014-06-30$6,825,262
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,253,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$10,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$0
Value of interest in pooled separate accounts at end of year2014-06-30$63,092
Value of interest in pooled separate accounts at beginning of year2014-06-30$3,798,699
Interest on participant loans2014-06-30$1,739
Value of interest in common/collective trusts at end of year2014-06-30$6,606,918
Value of interest in common/collective trusts at beginning of year2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$337,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$69
Net investment gain/loss from pooled separate accounts2014-06-30$804,759
Net investment gain or loss from common/collective trusts2014-06-30$24,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$814,698
Employer contributions (assets) at end of year2014-06-30$47,462
Employer contributions (assets) at beginning of year2014-06-30$39,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$248,161
Contract administrator fees2014-06-30$24,970
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30FESTER & CHAPMAN, P.C.
Accountancy firm EIN2014-06-30860494040
2013 : BASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,979,607
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$307,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$284,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,577,107
Value of total assets at end of year2013-06-30$4,253,730
Value of total assets at beginning of year2013-06-30$2,581,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$22,752
Total interest from all sources2013-06-30$740
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$425,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$831,647
Participant contributions at end of year2013-06-30$28,097
Participant contributions at beginning of year2013-06-30$15,385
Participant contributions at end of year2013-06-30$50,635
Participant contributions at beginning of year2013-06-30$44,745
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$159,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,672,285
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,253,730
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,581,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$3,798,699
Value of interest in pooled separate accounts at beginning of year2013-06-30$2,216,146
Interest on participant loans2013-06-30$740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$337,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$263,514
Net investment gain/loss from pooled separate accounts2013-06-30$401,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$585,616
Employer contributions (assets) at end of year2013-06-30$39,123
Employer contributions (assets) at beginning of year2013-06-30$41,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$284,570
Contract administrator fees2013-06-30$22,752
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30FESTER & CHAPMAN, P.C.
Accountancy firm EIN2013-06-30860494040
2012 : BASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,284,436
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$159,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$145,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,239,813
Value of total assets at end of year2012-06-30$2,581,445
Value of total assets at beginning of year2012-06-30$1,456,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$14,369
Total interest from all sources2012-06-30$106
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$258,145
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$623,128
Participant contributions at end of year2012-06-30$15,385
Participant contributions at beginning of year2012-06-30$4,437
Participant contributions at end of year2012-06-30$44,745
Participant contributions at beginning of year2012-06-30$44,292
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$73,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,124,945
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,581,445
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,456,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$2,216,146
Value of interest in pooled separate accounts at beginning of year2012-06-30$1,182,207
Interest on participant loans2012-06-30$106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$263,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$186,964
Net investment gain/loss from pooled separate accounts2012-06-30$44,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$542,689
Employer contributions (assets) at end of year2012-06-30$41,655
Employer contributions (assets) at beginning of year2012-06-30$38,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$145,122
Contract administrator fees2012-06-30$14,369
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30FESTER & CHAPMAN, P.C.
Accountancy firm EIN2012-06-30860494040
2011 : BASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$905,112
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$20,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$11,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$752,964
Value of total assets at end of year2011-06-30$1,456,500
Value of total assets at beginning of year2011-06-30$571,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$8,261
Total interest from all sources2011-06-30$18
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$141,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$328,555
Participant contributions at end of year2011-06-30$4,437
Participant contributions at end of year2011-06-30$44,292
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$59,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$885,026
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,456,500
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$571,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$1,182,207
Value of interest in pooled separate accounts at beginning of year2011-06-30$497,487
Interest on participant loans2011-06-30$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$186,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$73,826
Net investment gain/loss from pooled separate accounts2011-06-30$152,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$364,920
Employer contributions (assets) at end of year2011-06-30$38,600
Employer contributions (assets) at beginning of year2011-06-30$161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$11,825
Contract administrator fees2011-06-30$8,261
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30FESTER & CHAPMAN, P.C.
Accountancy firm EIN2011-06-30860494040

Form 5500 Responses for BASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN

2014: BASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: BASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: BASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: BASIS EDUCATIONAL GROUP, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes

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