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ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 401k Plan overview

Plan NameASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST
Plan identification number 001

ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST Benefits

401k Plan TypeDefined 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.
  • 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

ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS
Employer identification number (EIN):742119788
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1980-04-01
Company Identification Number: 0051339601
Legal Registered Office Address: 305 E HUNTLAND DR STE 300

AUSTIN
United States of America (USA)
78752

More information about ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01AMANDA BERNSTEIN
0012017-01-01ELIZABETH MONAGHAN
0012016-01-01ELIZABETH MONAGHAN
0012015-01-01ELIZABETH MONAGHAN
0012014-01-01ELIZABETH MONAGHAN
0012013-01-01ELIZABETH MONAGHAN
0012012-01-01ALAN BOOKMAN DOUG ROGERS2013-04-24
0012011-01-01ALAN BOOKMAN DOUG ROGERS2012-06-05
0012009-01-01DOUG ROGERS ALAN BOOKMAN2010-04-30

Plan Statistics for ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST

401k plan membership statisitcs for ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST

Measure Date Value
2023: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-0181
Total number of active participants reported on line 7a of the Form 55002023-01-0153
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-0123
Total of all active and inactive participants2023-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0177
Number of participants with account balances2023-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0187
Total number of active participants reported on line 7a of the Form 55002022-01-0154
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0126
Total of all active and inactive participants2022-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0181
Number of participants with account balances2022-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0191
Total number of active participants reported on line 7a of the Form 55002021-01-0158
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0187
Number of participants with account balances2021-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0190
Total number of active participants reported on line 7a of the Form 55002020-01-0164
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0191
Number of participants with account balances2020-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0190
Total number of active participants reported on line 7a of the Form 55002019-01-0163
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0190
Number of participants with account balances2019-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0187
Total number of active participants reported on line 7a of the Form 55002018-01-0167
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0190
Number of participants with account balances2018-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0183
Total number of active participants reported on line 7a of the Form 55002017-01-0166
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0187
Number of participants with account balances2017-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0183
Total number of active participants reported on line 7a of the Form 55002016-01-0162
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0183
Number of participants with account balances2016-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0194
Total number of active participants reported on line 7a of the Form 55002015-01-0162
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0183
Number of participants with account balances2015-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0182
Total number of active participants reported on line 7a of the Form 55002014-01-0173
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0194
Number of participants with account balances2014-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0184
Total number of active participants reported on line 7a of the Form 55002013-01-0169
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0182
Number of participants with account balances2013-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0184
Total number of active participants reported on line 7a of the Form 55002012-01-0169
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0184
Number of participants with account balances2012-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0174
Total number of active participants reported on line 7a of the Form 55002011-01-0168
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0184
Number of participants with account balances2011-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0183
Total number of active participants reported on line 7a of the Form 55002009-01-0168
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0183
Number of participants with account balances2009-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST

Measure Date Value
2023 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$3,001,768
Expenses. Total of all expenses incurred2023-12-31$1,214,526
Benefits paid (including direct rollovers)2023-12-31$1,220,932
Total plan assets at end of year2023-12-31$14,189,775
Total plan assets at beginning of year2023-12-31$12,402,533
Value of fidelity bond covering the plan2023-12-31$3,000,000
Total contributions received or receivable from participants2023-12-31$382,837
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$2,309,542
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$1,787,242
Net plan assets at end of year (total assets less liabilities)2023-12-31$14,189,775
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$12,402,533
Assets. Value of participant loans2023-12-31$192,371
Total contributions received or receivable from employer(s)2023-12-31$309,389
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$1,207
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$-7,613
2022 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,928,380
Expenses. Total of all expenses incurred2022-12-31$436,911
Benefits paid (including direct rollovers)2022-12-31$441,182
Total plan assets at end of year2022-12-31$12,402,533
Total plan assets at beginning of year2022-12-31$14,767,824
Value of fidelity bond covering the plan2022-12-31$3,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$371,699
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-2,633,098
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,365,291
Net plan assets at end of year (total assets less liabilities)2022-12-31$12,402,533
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$14,767,824
Assets. Value of participant loans2022-12-31$143,621
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$333,019
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$-4,271
2021 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,661,049
Expenses. Total of all expenses incurred2021-12-31$795,728
Benefits paid (including direct rollovers)2021-12-31$793,951
Total plan assets at end of year2021-12-31$14,767,824
Total plan assets at beginning of year2021-12-31$12,902,503
Value of fidelity bond covering the plan2021-12-31$3,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$371,752
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,914,738
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,865,321
Net plan assets at end of year (total assets less liabilities)2021-12-31$14,767,824
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$12,902,503
Assets. Value of participant loans2021-12-31$73,536
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$374,559
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,777
2020 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,598,993
Expenses. Total of all expenses incurred2020-12-31$1,829,257
Benefits paid (including direct rollovers)2020-12-31$1,825,613
Total plan assets at end of year2020-12-31$12,902,503
Total plan assets at beginning of year2020-12-31$12,132,767
Value of fidelity bond covering the plan2020-12-31$3,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$334,533
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,920,939
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$769,736
Net plan assets at end of year (total assets less liabilities)2020-12-31$12,902,503
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$12,132,767
Assets. Value of participant loans2020-12-31$89,966
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$343,521
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$1,970
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,674
2019 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$3,044,057
Expenses. Total of all expenses incurred2019-12-31$808,924
Benefits paid (including direct rollovers)2019-12-31$807,012
Total plan assets at end of year2019-12-31$12,132,767
Total plan assets at beginning of year2019-12-31$9,897,634
Value of fidelity bond covering the plan2019-12-31$3,000,000
Total contributions received or receivable from participants2019-12-31$336,547
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$2,355,397
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,235,133
Net plan assets at end of year (total assets less liabilities)2019-12-31$12,132,767
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$9,897,634
Assets. Value of participant loans2019-12-31$103,055
Total contributions received or receivable from employer(s)2019-12-31$352,113
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,912
2018 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-6,310
Expenses. Total of all expenses incurred2018-12-31$552,265
Benefits paid (including direct rollovers)2018-12-31$551,294
Total plan assets at end of year2018-12-31$9,897,634
Total plan assets at beginning of year2018-12-31$10,456,209
Value of fidelity bond covering the plan2018-12-31$3,000,000
Total contributions received or receivable from participants2018-12-31$322,042
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$48,000
Other income received2018-12-31$-730,047
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-558,575
Net plan assets at end of year (total assets less liabilities)2018-12-31$9,897,634
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$10,456,209
Assets. Value of participant loans2018-12-31$92,825
Total contributions received or receivable from employer(s)2018-12-31$353,695
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$971
2017 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,225,897
Expenses. Total of all expenses incurred2017-12-31$465,480
Benefits paid (including direct rollovers)2017-12-31$464,892
Total plan assets at end of year2017-12-31$10,456,209
Total plan assets at beginning of year2017-12-31$8,695,792
Value of fidelity bond covering the plan2017-12-31$3,000,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$314,623
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$22,144
Other income received2017-12-31$1,547,394
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,760,417
Net plan assets at end of year (total assets less liabilities)2017-12-31$10,456,209
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$8,695,792
Assets. Value of participant loans2017-12-31$134,777
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$341,736
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$588
2016 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,261,598
Expenses. Total of all expenses incurred2016-12-31$761,439
Benefits paid (including direct rollovers)2016-12-31$759,558
Total plan assets at end of year2016-12-31$8,695,792
Total plan assets at beginning of year2016-12-31$8,195,633
Value of fidelity bond covering the plan2016-12-31$3,000,000
Total contributions received or receivable from participants2016-12-31$277,652
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$40,770
Other income received2016-12-31$659,711
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$500,159
Net plan assets at end of year (total assets less liabilities)2016-12-31$8,695,792
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$8,195,633
Assets. Value of participant loans2016-12-31$134,310
Total contributions received or receivable from employer(s)2016-12-31$283,465
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,881
2015 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$509,961
Expenses. Total of all expenses incurred2015-12-31$669,376
Benefits paid (including direct rollovers)2015-12-31$668,857
Total plan assets at end of year2015-12-31$8,195,633
Total plan assets at beginning of year2015-12-31$8,355,048
Value of fidelity bond covering the plan2015-12-31$3,000,000
Total contributions received or receivable from participants2015-12-31$285,599
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$967
Other income received2015-12-31$-82,591
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-159,415
Net plan assets at end of year (total assets less liabilities)2015-12-31$8,195,633
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$8,355,048
Assets. Value of participant loans2015-12-31$109,042
Total contributions received or receivable from employer(s)2015-12-31$305,986
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$519
2014 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,127,844
Expenses. Total of all expenses incurred2014-12-31$890,987
Benefits paid (including direct rollovers)2014-12-31$890,082
Total plan assets at end of year2014-12-31$8,355,048
Total plan assets at beginning of year2014-12-31$8,118,191
Value of fidelity bond covering the plan2014-12-31$3,000,000
Total contributions received or receivable from participants2014-12-31$289,155
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$35,098
Other income received2014-12-31$507,412
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$236,857
Net plan assets at end of year (total assets less liabilities)2014-12-31$8,355,048
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$8,118,191
Assets. Value of participant loans2014-12-31$150,256
Total contributions received or receivable from employer(s)2014-12-31$296,179
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$905
2013 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$2,122,410
Expenses. Total of all expenses incurred2013-12-31$1,859,659
Benefits paid (including direct rollovers)2013-12-31$1,857,021
Total plan assets at end of year2013-12-31$8,118,191
Total plan assets at beginning of year2013-12-31$7,855,440
Value of fidelity bond covering the plan2013-12-31$3,000,000
Total contributions received or receivable from participants2013-12-31$292,705
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$298
Other income received2013-12-31$1,507,905
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$262,751
Net plan assets at end of year (total assets less liabilities)2013-12-31$8,118,191
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$7,855,440
Assets. Value of participant loans2013-12-31$88,120
Total contributions received or receivable from employer(s)2013-12-31$321,502
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,638
2012 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$1,516,650
Expenses. Total of all expenses incurred2012-12-31$901,103
Benefits paid (including direct rollovers)2012-12-31$897,699
Total plan assets at end of year2012-12-31$7,855,440
Total plan assets at beginning of year2012-12-31$7,239,893
Value of fidelity bond covering the plan2012-12-31$3,000,000
Total contributions received or receivable from participants2012-12-31$278,216
Other income received2012-12-31$939,009
Net income (gross income less expenses)2012-12-31$615,547
Net plan assets at end of year (total assets less liabilities)2012-12-31$7,855,440
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$7,239,893
Assets. Value of participant loans2012-12-31$134,249
Total contributions received or receivable from employer(s)2012-12-31$299,425
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,404
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$406,229
Expenses. Total of all expenses incurred2011-12-31$4,146
Benefits paid (including direct rollovers)2011-12-31$1,265
Total plan assets at end of year2011-12-31$7,239,893
Total plan assets at beginning of year2011-12-31$6,837,810
Value of fidelity bond covering the plan2011-12-31$3,000,000
Total contributions received or receivable from participants2011-12-31$277,162
Contributions received from other sources (not participants or employers)2011-12-31$29,150
Other income received2011-12-31$-198,420
Net income (gross income less expenses)2011-12-31$402,083
Net plan assets at end of year (total assets less liabilities)2011-12-31$7,239,893
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$6,837,810
Assets. Value of participant loans2011-12-31$114,909
Total contributions received or receivable from employer(s)2011-12-31$298,337
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,881
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$1,381,813
Expenses. Total of all expenses incurred2010-12-31$1,077,652
Benefits paid (including direct rollovers)2010-12-31$1,074,885
Total plan assets at end of year2010-12-31$6,837,810
Total plan assets at beginning of year2010-12-31$6,533,649
Value of fidelity bond covering the plan2010-12-31$3,000,000
Total contributions received or receivable from participants2010-12-31$268,069
Other income received2010-12-31$812,619
Net income (gross income less expenses)2010-12-31$304,161
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,837,810
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,533,649
Assets. Value of participant loans2010-12-31$86,383
Total contributions received or receivable from employer(s)2010-12-31$301,125
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,767
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST

2023: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS EMPLOYEE PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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