401k Plan data: THETA XI FOUNDATION 401(K) RETIREMENT PLAN plan

THETA XI FOUNDATION 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	THETA XI FOUNDATION 401(K) RETIREMENT PLAN
Plan identification number	001

THETA XI FOUNDATION 401(K) RETIREMENT 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 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.
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

THETA XI FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: THETA XI FOUNDATION

Employer identification number (EIN): 436049500

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THETA XI FOUNDATION 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-07-01 RON J. TRUCKS 2013-01-25 RON J. TRUCKS 2013-01-25
001 2010-07-01 JAMES E. VREDENBURGH 2012-03-12 JAMES E. VREDENBURGH 2012-03-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2011-07-01	RON J. TRUCKS	2013-01-25	RON J. TRUCKS	2013-01-25
001	2010-07-01	JAMES E. VREDENBURGH	2012-03-12	JAMES E. VREDENBURGH	2012-03-12

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Company Name:	THETA XI FOUNDATION
Employer identification number (EIN):	436049500
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations