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UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameUNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN
Plan identification number 002

UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN 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

UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS
Employer identification number (EIN):411931343
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01DAVID WALKOSZ2023-11-28
0022021-07-01DAVID WALKOSZ2022-12-22
0022020-07-01DAVID WALKOSZ2021-12-09
0022019-07-01DAVID WALKOSZ2021-03-19
0022018-07-01DAVID WALKOSZ2020-01-14
0022017-07-01DAVID WALKOSZ2019-04-04
0022016-07-01DAVID WALKOSZ2018-04-02
0022015-07-01DAVID WALKOSZ2017-04-04
0022014-07-01DAVID WALKOSZ2016-04-04
0022013-07-01DAVID WALKOSZ2015-04-02
0022012-07-01DAVID WALKOSZ2014-01-27
0022011-07-01DAVID WALKOSZ2013-04-08
0022010-07-01MEREDITA PRADA2013-01-25
0022009-01-01DAVID WALKOSZ

Plan Statistics for UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN

Measure Date Value
2009: UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Form 5500 Responses for UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN

2009: UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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)Yes
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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