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| Plan Name | UNIVERSITY OF FLORIDA INVESTMENT CORPORATION 403(B) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | UNIVERSITY OF FLORIDA INVESTMENT CORPORATION |
| Employer identification number (EIN): | 201226494 |
| NAIC Classification: | 523900 |
Additional information about UNIVERSITY OF FLORIDA INVESTMENT CORPORATION
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2004-06-07 |
| Company Identification Number: | N04000005797 |
| Legal Registered Office Address: |
123 TIGERT HALL GAINESVILLE 32611 |
More information about UNIVERSITY OF FLORIDA INVESTMENT CORPORATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-07-01 | ||||
| 001 | 2022-07-01 | EDWARD KELLY | 2024-01-26 | ||
| 001 | 2021-07-01 | EDWARD KELLY | 2023-01-24 | ||
| 001 | 2020-07-01 | EDWARD KELLY | 2022-01-11 | ||
| 001 | 2019-07-01 | EDWARD KELLY | 2021-01-13 | ||
| 001 | 2019-07-01 | EDWARD KELLY | 2021-01-13 | ||
| 001 | 2018-07-01 | EDWARD KELLY | 2020-01-15 | ||
| 001 | 2017-07-01 | EDWARD KELLY | 2018-12-18 | ||
| 001 | 2016-07-01 | EDWARD KELLY | 2018-01-09 | ||
| 001 | 2015-07-01 | EDWARD KELLY | 2016-09-22 | ||
| 001 | 2014-07-01 | EDWARD KELLY | 2015-12-23 | ||
| 001 | 2013-07-01 | EDWARD KELLY | 2015-01-23 | ||
| 001 | 2012-07-01 | EDWARD KELLY | 2015-05-26 | ||
| 001 | 2011-07-01 | ED KELLY | 2013-01-28 | ||
| 001 | 2010-07-01 | ED KELLY | 2012-01-10 |
| Measure | Date | Value |
|---|---|---|
| 2025: UNIVERSITY OF FLORIDA INVESTMENT CORPORATION 403(B) PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-01-24 | 13 |
| Total number of particpants at end of year | 2025-01-24 | 13 |
| Number of Participants With Account Balances | 2025-01-24 | 13 |
| 2023: UNIVERSITY OF FLORIDA INVESTMENT CORPORATION 403(B) PLAN 2023 401k membership | ||
| Total number of particpants at beginning of year | 2023-01-24 | 12 |
| Total number of particpants at end of year | 2023-01-24 | 12 |
| Number of Participants With Account Balances | 2023-01-24 | 10 |
| Measure | Date | Value |
|---|---|---|
| 2025 : UNIVERSITY OF FLORIDA INVESTMENT CORPORATION 403(B) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-01-24 | 150 |
| Net assets as of the end of the plan year | 2025-01-24 | 5281678 |
| Total assets as of the beginning of the plan year | 2025-01-24 | 4052198 |
| Value of plan covered by a fidelity bond | 2025-01-24 | 500000 |
| Participant contributions to plan in this plan year | 2025-01-24 | 218405 |
| Value of participant loans at end of plan year | 2025-01-24 | 79972 |
| Other income to plan in this plan year | 2025-01-24 | 730120 |
| Plan net income in this plan year | 2025-01-24 | 1229480 |
| Net assets as of the end of the plan year | 2025-01-24 | 5281678 |
| Net assets as of the beginning of the plan year | 2025-01-24 | 4052198 |
| Employer contributions to plan in this plan year | 2025-01-24 | 281105 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-01-24 | 150 |
| 2023 : UNIVERSITY OF FLORIDA INVESTMENT CORPORATION 403(B) PLAN 2023 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2023-01-24 | 742769 |
| Net assets as of the end of the plan year | 2023-01-24 | 3123600 |
| Total assets as of the beginning of the plan year | 2023-01-24 | 4188916 |
| Value of plan covered by a fidelity bond | 2023-01-24 | 500000 |
| Participant contributions to plan in this plan year | 2023-01-24 | 188659 |
| Value of participant loans at end of plan year | 2023-01-24 | 11722 |
| Other expenses paid from plan in this plan year | 2023-01-24 | 235 |
| Other income to plan in this plan year | 2023-01-24 | -750979 |
| Plan net income in this plan year | 2023-01-24 | -1065316 |
| Net assets as of the end of the plan year | 2023-01-24 | 3123600 |
| Net assets as of the beginning of the plan year | 2023-01-24 | 4188916 |
| Employer contributions to plan in this plan year | 2023-01-24 | 239773 |