401k Plan data: THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION 403(B) PLAN plan

THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION 403(B) PLAN 401k Plan overview

Plan Name	THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION 403(B) PLAN
Plan identification number	001

THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION

Employer identification number (EIN): 471324043

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KATHLEEN JORGENSON 2024-05-30
001 2022-01-01 KATHLEEN JORGENSON 2023-09-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KATHLEEN JORGENSON	2024-05-30
001	2022-01-01	KATHLEEN JORGENSON	2023-09-26

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Company Name:	THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION
Employer identification number (EIN):	471324043
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions