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UNIVERSITY OF THE WEST 403(B) TDA PLAN 401k Plan overview

Plan NameUNIVERSITY OF THE WEST 403(B) TDA PLAN
Plan identification number 001

UNIVERSITY OF THE WEST 403(B) TDA PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • 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 THE WEST has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF THE WEST
Employer identification number (EIN):931022351
NAIC Classification:611000

Additional information about UNIVERSITY OF THE WEST

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1468876

More information about UNIVERSITY OF THE WEST

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF THE WEST 403(B) TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HOA MINH TA2024-06-21
0012022-01-01DR. MINH-HOA TA2023-03-29 DR. MINH-HOA TA2023-03-29
0012021-01-01DR. MINH-HOA TA2022-04-12 DR. MINH-HOA TA2022-04-12
0012020-01-01AMY CHONG2021-05-07 AMY CHONG2021-05-07
0012019-01-01AMY CHONG2020-05-21 AMY CHONG2020-05-21
0012018-01-01DR. OTTO CHANG2019-04-09 DR. OTTO CHANG2019-04-09
0012017-01-01DR. OTTO CHANG2018-07-24 DR. OTTO CHANG2018-07-24
0012016-01-01MORGAN STEPHEN2017-05-18 MORGAN STEPHEN2017-05-18
0012015-01-01MORGAN STEPHEN2016-05-05 MORGAN STEPHEN2016-05-05
0012014-01-01YUE YUN CHEN2015-05-20 YUE YUN CHEN2015-05-20
0012013-01-01YUE YUN CHEN2014-07-17 YUE YUN CHEN2014-07-17
0012012-01-01YUE YUN CHEN2013-04-19

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