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THE UNIVERSITY OF TOLEDO FOUNDATION 403 (B) DC PLAN 401k Plan overview

Plan NameTHE UNIVERSITY OF TOLEDO FOUNDATION 403 (B) DC PLAN
Plan identification number 001

THE UNIVERSITY OF TOLEDO FOUNDATION 403 (B) DC PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

THE UNIVERSITY OF TOLEDO FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE UNIVERSITY OF TOLEDO FOUNDATION
Employer identification number (EIN):346555110
NAIC Classification:611000

Additional information about THE UNIVERSITY OF TOLEDO FOUNDATION

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1961-11-13
Company Identification Number: 305414
Legal Registered Office Address: 1000 JACKSON STREET
-
TOLEDO
United States of America (USA)
43604

More information about THE UNIVERSITY OF TOLEDO FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UNIVERSITY OF TOLEDO FOUNDATION 403 (B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MAREN KURTZ2024-08-14 BRENDA LEE2024-08-14
0012022-01-01MAREN KURTZ2023-06-09 BRENDA LEE2023-06-16
0012021-01-01MAREN KURTZ2022-05-11 BRENDA LEE2022-05-11
0012020-01-01MAREN KURTZ2021-07-22 BRENDA LEE2021-07-21
0012020-01-01MAREN KURTZ2021-07-06 BRENDA LEE2021-07-15
0012019-01-01MAREN KURTZ2020-10-13
0012018-01-01DONNA WELCH2019-07-31
0012018-01-01MAREN KURTZ2021-07-06 BRENDA LEE2021-07-15
0012017-01-01DONNA WELCH2019-08-02
0012017-01-01MAREN KURTZ2021-07-06 BRENDA LEE2021-07-15
0012016-01-01DONNA WELCH2017-12-18 DONNA WELCH2017-12-18
0012015-01-01JOHN CUCKLER2016-08-29 JOHN CUCKLER2016-08-29
0012015-01-01JOHN CUCKLER2016-07-27 JOHN CUCKLER2016-07-27
0012014-01-01JOHN CUCKLER2015-07-22 JOHN CUCKLER2015-07-22
0012013-01-01JOHN CUCKLER2014-06-16 JOHN CUCKLER2014-06-16
0012012-01-01BRYAN DADEY2013-03-15
0012011-01-01BRYAN DADEY2012-06-29
0012010-01-01BRYAN DADEY2011-07-12

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