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Company:
Bob Jones University

Plan:
Bob Jones University Retirement Fund
 
Form 5500 | Basic Information
Plan Information
Plan Year 06/01/2007 — 05/31/2008
Effective Date of Plan 06/01/1989
Net Assets as of 05/31/2008 $47,816,403
Plan Number 2
Plan Type Single Employer
Is the plan collectively bargained? No
Did the plan file for an extension of time or the DFVC Program? No
Plan Funding Arrangement Trust
Plan Benefit Arrangement Trust

Participant Information as of 05/31/2008
Active (Eligible) Participants 1,409
Retired or separated participants receiving benefits 2
Other retired or separated participants entitled to future benefits 312
Subtotal 1,723
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 3
Total 1,726
Total number of participants as of 06/01/2007 1,714
Number of participants with account balances 1,726
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 33
Number of participants required to be reported on Schedule SSA 32

Plan Sponsor Information
Address 1700 Wade Hampton Blvd
Greenville, SC 29614 -1000
Telephone (864) 242-5100
EIN 57-0360095
Industry Code 611000
Named Administrator John D. Matthews
Named Plan Sponsor John D. Matthews

Plan Administrator Information
Administrator Name SAME
Administrator EIN

Audit Information
Audit Status Audited
Auditor Martin Smith & Company
Auditor EIN 26-0793942
Audit Opinion Disclaimer
Audit Type Limited Scope Audit

Benefits Provided Under the Plan
Code Benefit Description
2E Profit-sharing A defined contribution plan that allows employer discretionary contributions. These plans often contain a 401(k) feature.
2F ERISA section 404(c) Plan This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
2G 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.
2J 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.

  Question Answer Amount
1. During the plan year did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFT 2510.3-102? No  
2. Were any loans by the plan or fixed income obligations due the plan in default as of the close of plan year or classified during the year as uncollectible? Disregard participant loans secured by participant's account balance. No  
3. Were any leases to which the plan was a party in default or classified during the year as uncollectible? No  
4. Were there any nonexempt transactions with any party-in-interest? No  
5. Was this plan covered by a fidelity bond? Yes $1,000,000
6. Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? No  
7. Did the plan hold any assets whose current value was neither readily determinable on an established market nor set by an independent third party appraiser? No  
8. Did the plan receive any noncash contributions whose value was neither readily determinable on an established market nor set by an independent third party appraiser? No  
9. Did the plan have assets held for investment? Yes  
10. Were any plan transactions or series of transactions in excess of 5% of the current value of plan assets? No  
11. Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? No