Plan Name | UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS |
Employer identification number (EIN): | 411931343 |
NAIC Classification: | 523900 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-07-01 | DAVID WALKOSZ | 2023-11-28 | ||
002 | 2021-07-01 | DAVID WALKOSZ | 2022-12-22 | ||
002 | 2020-07-01 | DAVID WALKOSZ | 2021-12-09 | ||
002 | 2019-07-01 | DAVID WALKOSZ | 2021-03-19 | ||
002 | 2018-07-01 | DAVID WALKOSZ | 2020-01-14 | ||
002 | 2017-07-01 | DAVID WALKOSZ | 2019-04-04 | ||
002 | 2016-07-01 | DAVID WALKOSZ | 2018-04-02 | ||
002 | 2015-07-01 | DAVID WALKOSZ | 2017-04-04 | ||
002 | 2014-07-01 | DAVID WALKOSZ | 2016-04-04 | ||
002 | 2013-07-01 | DAVID WALKOSZ | 2015-04-02 | ||
002 | 2012-07-01 | DAVID WALKOSZ | 2014-01-27 | ||
002 | 2011-07-01 | DAVID WALKOSZ | 2013-04-08 | ||
002 | 2010-07-01 | MEREDITA PRADA | 2013-01-25 | ||
002 | 2009-01-01 | DAVID WALKOSZ |
Measure | Date | Value |
---|---|---|
2009: UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 7 |
Number of participants with account balances | 2009-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
2009: UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
---|---|---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | First time form 5500 has been submitted | Yes |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |