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THE UNIVERSITY OF ARIZONA FOUNDATION401(K) PLAN 401k Plan overview

Plan NameTHE UNIVERSITY OF ARIZONA FOUNDATION401(K) PLAN
Plan identification number 100

THE UNIVERSITY OF ARIZONA FOUNDATION401(K) 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name:UNIVERSITY OF ARIZONA FOUNDATION
Employer identification number (EIN):866050388
NAIC Classification:611000

Additional information about UNIVERSITY OF ARIZONA FOUNDATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C3167273

More information about UNIVERSITY OF ARIZONA FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UNIVERSITY OF ARIZONA FOUNDATION401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1002023-01-01J. CRAIG BARKER2024-04-29
1002022-01-01J. CRAIG BARKER2023-03-06
1002021-01-01J. CRAIG BARKER2022-06-15
1002020-01-01J. CRAIG BARKER2021-08-02
1002019-01-01BRAD TERRY2020-04-17
1002018-01-01J. CRAIG BARKER2019-06-15
1002017-01-01J. CRAIG BARKER2018-09-20
1002016-01-01CRAIG BARKER2017-09-29 CRAIG BARKER2017-09-29
1002015-01-01CRAIG BARKER2016-10-14 CRAIG BARKER2016-10-14
1002014-01-01CRAIG BARKER2015-08-15 CRAIG BARKER2015-08-15
1002013-01-01CRAIG BARKER2014-10-10 CRAIG BARKER2014-10-10
1002012-01-01CRAIG BARKER2013-08-02 CRAIG BARKER2013-08-02
1002011-01-01CRAIG BARKER2012-08-20 CRAIG BARKER2012-08-20
1002010-01-01CRAIG BARKER2011-05-31 CRAIG BARKER2011-05-31

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