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RETIREMENT PLAN FOR EMPLOYEES OF UNITED STATES- JAPAN FOUNDATION 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF UNITED STATES- JAPAN FOUNDATION
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF UNITED STATES- JAPAN FOUNDATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

UNITED STATES-JAPAN FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:UNITED STATES-JAPAN FOUNDATION
Employer identification number (EIN):133054425
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED STATES-JAPAN FOUNDATION

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1980-10-21
Company Identification Number: 657970
Legal Registered Office Address: 80 STATE STREET
New York
ALBANY
United States of America (USA)
122072543

More information about UNITED STATES-JAPAN FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF UNITED STATES- JAPAN FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JACOB SCHLESINGER2024-03-28
0012022-01-01JACOB SCHLESINGER2023-07-28
0012021-01-01JAMES T. ULAK2022-04-28
0012020-01-01JAMES T. ULAK2021-04-19
0012019-01-01MARIA C. MANAPAT-SIMS2020-01-31
0012018-01-01MARIA C. MANAPAT-SIMS2019-02-26
0012017-01-01MARIA CRISTINA MANAPAT-SIMS2018-02-27
0012016-01-01MARIA CRISTINA MANAPAT-SIMS2017-03-31
0012015-01-01MARIA CRISTINA MANAPAT-SIMS2016-05-10
0012014-01-01MARIA CRISTINA MANAPAT-SIMS2015-02-10
0012013-01-01MARIA CRISTINA MANAPAT-SIMS2014-03-05
0012012-01-01MARIA CRISTINA MANAPAT-SIMS2013-03-01
0012011-01-01MARIA CRISTINA MANAPAT-SIMS2012-03-15
0012010-01-01MARIA CRISTINA MANAPAT-SIMS2011-02-01

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF UNITED STATES- JAPAN FOUNDATION

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF UNITED STATES- JAPAN FOUNDATION

Measure Date Value
2025: RETIREMENT PLAN FOR EMPLOYEES OF UNITED STATES- JAPAN FOUNDATION 2025 401k membership
Total number of particpants at beginning of year2025-01-233
Total number of particpants at end of year2025-01-232
Number of Participants With Account Balances2025-01-231
2024: RETIREMENT PLAN FOR EMPLOYEES OF UNITED STATES- JAPAN FOUNDATION 2024 401k membership
Total number of particpants at beginning of year2024-03-273
Total number of particpants at end of year2024-03-273
Number of Participants With Account Balances2024-03-273
2022: RETIREMENT PLAN FOR EMPLOYEES OF UNITED STATES- JAPAN FOUNDATION 2022 401k membership
Total number of particpants at beginning of year2022-04-287
Total number of particpants at end of year2022-04-286
Number of Participants With Account Balances2022-04-286

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF UNITED STATES- JAPAN FOUNDATION

Measure Date Value
2025 : RETIREMENT PLAN FOR EMPLOYEES OF UNITED STATES- JAPAN FOUNDATION 2025 401k financial data
Total expenses incurred by plan in this plan year2025-01-2368111
Net assets as of the end of the plan year2025-01-23357078
Total assets as of the beginning of the plan year2025-01-23344483
Value of plan covered by a fidelity bond2025-01-23500000
Participant contributions to plan in this plan year2025-01-2323000
Other contributions to plan in this plan year2025-01-230
Other income to plan in this plan year2025-01-2357706
Plan net income in this plan year2025-01-2312595
Net assets as of the end of the plan year2025-01-23357078
Net assets as of the beginning of the plan year2025-01-23344483
Employer contributions to plan in this plan year2025-01-230
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-230
2024 : RETIREMENT PLAN FOR EMPLOYEES OF UNITED STATES- JAPAN FOUNDATION 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-2748856
Net assets as of the end of the plan year2024-03-27344483
Total assets as of the beginning of the plan year2024-03-27312624
Value of plan covered by a fidelity bond2024-03-27500000
Participant contributions to plan in this plan year2024-03-2722500
Other contributions to plan in this plan year2024-03-270
Other income to plan in this plan year2024-03-2758215
Plan net income in this plan year2024-03-2731859
Net assets as of the end of the plan year2024-03-27344483
Net assets as of the beginning of the plan year2024-03-27312624
Employer contributions to plan in this plan year2024-03-270
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-270
2022 : RETIREMENT PLAN FOR EMPLOYEES OF UNITED STATES- JAPAN FOUNDATION 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-284393658
Net assets as of the end of the plan year2022-04-28786456
Total assets as of the beginning of the plan year2022-04-284528952
Value of plan covered by a fidelity bond2022-04-28500000
Participant contributions to plan in this plan year2022-04-280
Other contributions to plan in this plan year2022-04-280
Other income to plan in this plan year2022-04-28455461
Plan net income in this plan year2022-04-28-3742496
Net assets as of the end of the plan year2022-04-28786456
Net assets as of the beginning of the plan year2022-04-284528952
Value of funding deficiency2022-04-280
Value of employer contributions paid2022-04-28195701
Employer contributions to plan in this plan year2022-04-28195701
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-28210

Potentially related plans

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