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UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN
Plan identification number 163

UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:UNIVERSITY OF MARYLAND FOUNDATION
Employer identification number (EIN):521125663
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1632023-01-01TOM GILBERT2024-10-15 TOM GILBERT2024-10-15
1632022-01-01TOM GILBERT2023-10-03
1632021-01-01TOM GILBERT2022-10-11 TOM GILBERT2022-10-11
1632020-01-01TOM GILBERT2021-10-14 TOM GILBERT2021-10-14
1632019-01-01TOM GILBERT2020-10-13 TOM GILBERT2020-10-13
1632018-01-01PAMELA PURCELL2019-09-13 PAMELA PURCELL2019-09-13
1632017-01-01PAMELA PURCELL2018-10-12 PAMELA PURCELL2018-10-12
1632016-01-01PAMELA PURCELL2017-10-13 PAMELA PURCELL2017-10-13
1632015-01-01PAMELA PURCELL2016-10-11 PAMELA PURCELL2016-10-11
1632014-01-01PAMELA PURCELL2015-10-07 PAMELA PURCELL2015-10-07
1632013-01-01PAMELA PURCELL2014-10-07 PAMELA PURCELL2014-10-07
1632012-01-01PAM PURCELL2013-09-30 PAM PURCELL2013-09-30
1632011-01-01PAM PURCELL2012-10-09 PAM PURCELL2012-10-09
1632010-01-01PAM PURCELL2011-11-03 PAM PURCELL2011-11-03
1632009-01-01JAY WANG JAY WANG2010-10-14

Plan Statistics for UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN

Measure Date Value
2009: UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01127
Total number of active participants reported on line 7a of the Form 55002009-01-01104
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01126
Number of participants with account balances2009-01-0191
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 MARYLAND FOUNDATION RETIREMENT PLAN

2009: UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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