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THRIFT PLAN OF THE ROBERT A. WELCH FOUNDATION 401k Plan overview

Plan NameTHRIFT PLAN OF THE ROBERT A. WELCH FOUNDATION
Plan identification number 003

THRIFT PLAN OF THE ROBERT A. WELCH FOUNDATION 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

THE ROBERT A. WELCH FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE ROBERT A. WELCH FOUNDATION
Employer identification number (EIN):760343128
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE ROBERT A. WELCH FOUNDATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1991-06-24
Company Identification Number: 0119714701
Legal Registered Office Address: 1717 WEST LOOP S STE 1661

HOUSTON
United States of America (USA)
77027

More information about THE ROBERT A. WELCH FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THRIFT PLAN OF THE ROBERT A. WELCH FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01LOAN KIEU2024-06-26
0032022-01-01RON PAGE2023-04-03
0032021-01-01RON PAGE2022-08-30
0032020-01-01RON PAGE2021-06-29
0032019-01-01RON PAGE2020-07-10
0032018-01-01RON PAGE2019-05-06 NORBERT DITTRICH2019-05-02
0032017-01-01RON PAGE2018-10-02
0032016-01-01
0032015-01-01RON PAGE2016-07-21 RON PAGE2016-07-21
0032014-01-01RON PAGE2015-06-30 RON PAGE2015-06-30
0032013-01-01RON PAGE2014-07-16 RON PAGE2014-07-16
0032012-01-01RON PAGE2013-05-30 RON PAGE2013-05-30
0032011-01-01NORBERT DITTRICH2012-05-30 NORBERT DITTRICH2012-05-30
0032010-01-01RONALD G. PAGE2011-07-08 RONALD G. PAGE2011-07-08

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