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PACE UNIVERSITY TAX-DEFERRED ANNUITY PLAN 401k Plan overview

Plan NamePACE UNIVERSITY TAX-DEFERRED ANNUITY PLAN
Plan identification number 101

PACE UNIVERSITY TAX-DEFERRED ANNUITY 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.
  • 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.

401k Sponsoring company profile

PACE UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:PACE UNIVERSITY
Employer identification number (EIN):135562314
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACE UNIVERSITY TAX-DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1012009-01-01MATTEO RENNA MATTEO RENNA2010-10-15
1012009-01-01MATTEO RENNA
1012009-01-01MATTEO RENNA

Plan Statistics for PACE UNIVERSITY TAX-DEFERRED ANNUITY PLAN

401k plan membership statisitcs for PACE UNIVERSITY TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2009: PACE UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,050
Total number of active participants reported on line 7a of the Form 55002009-01-012,128
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01107
Total of all active and inactive participants2009-01-012,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-012,238
Number of participants with account balances2009-01-011,804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PACE UNIVERSITY TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2009 : PACE UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PACE UNIVERSITY TAX-DEFERRED ANNUITY PLAN

2009: PACE UNIVERSITY TAX-DEFERRED ANNUITY 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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