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UNIVERSITY OF FLORIDA INVESTMENT CORPORATION 403(B) PLAN 401k Plan overview

Plan NameUNIVERSITY OF FLORIDA INVESTMENT CORPORATION 403(B) PLAN
Plan identification number 001

UNIVERSITY OF FLORIDA INVESTMENT CORPORATION 403(B) PLAN 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 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

UNIVERSITY OF FLORIDA INVESTMENT CORPORATION has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF FLORIDA INVESTMENT CORPORATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01
0012022-07-01EDWARD KELLY2024-01-26
0012021-07-01EDWARD KELLY2023-01-24
0012020-07-01EDWARD KELLY2022-01-11
0012019-07-01EDWARD KELLY2021-01-13
0012019-07-01EDWARD KELLY2021-01-13
0012018-07-01EDWARD KELLY2020-01-15
0012017-07-01EDWARD KELLY2018-12-18
0012016-07-01EDWARD KELLY2018-01-09
0012015-07-01EDWARD KELLY2016-09-22
0012014-07-01EDWARD KELLY2015-12-23
0012013-07-01EDWARD KELLY2015-01-23
0012012-07-01EDWARD KELLY2015-05-26
0012011-07-01ED KELLY2013-01-28
0012010-07-01ED KELLY2012-01-10

Plan Statistics for UNIVERSITY OF FLORIDA INVESTMENT CORPORATION 403(B) PLAN

401k plan membership statisitcs for UNIVERSITY OF FLORIDA INVESTMENT CORPORATION 403(B) PLAN

Measure Date Value
2025: UNIVERSITY OF FLORIDA INVESTMENT CORPORATION 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-01-2413
Total number of particpants at end of year2025-01-2413
Number of Participants With Account Balances2025-01-2413
2023: UNIVERSITY OF FLORIDA INVESTMENT CORPORATION 403(B) PLAN 2023 401k membership
Total number of particpants at beginning of year2023-01-2412
Total number of particpants at end of year2023-01-2412
Number of Participants With Account Balances2023-01-2410

Financial Data on UNIVERSITY OF FLORIDA INVESTMENT CORPORATION 403(B) PLAN

Measure Date Value
2025 : UNIVERSITY OF FLORIDA INVESTMENT CORPORATION 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-01-24150
Net assets as of the end of the plan year2025-01-245281678
Total assets as of the beginning of the plan year2025-01-244052198
Value of plan covered by a fidelity bond2025-01-24500000
Participant contributions to plan in this plan year2025-01-24218405
Value of participant loans at end of plan year2025-01-2479972
Other income to plan in this plan year2025-01-24730120
Plan net income in this plan year2025-01-241229480
Net assets as of the end of the plan year2025-01-245281678
Net assets as of the beginning of the plan year2025-01-244052198
Employer contributions to plan in this plan year2025-01-24281105
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-24150
2023 : UNIVERSITY OF FLORIDA INVESTMENT CORPORATION 403(B) PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-01-24742769
Net assets as of the end of the plan year2023-01-243123600
Total assets as of the beginning of the plan year2023-01-244188916
Value of plan covered by a fidelity bond2023-01-24500000
Participant contributions to plan in this plan year2023-01-24188659
Value of participant loans at end of plan year2023-01-2411722
Other expenses paid from plan in this plan year2023-01-24235
Other income to plan in this plan year2023-01-24-750979
Plan net income in this plan year2023-01-24-1065316
Net assets as of the end of the plan year2023-01-243123600
Net assets as of the beginning of the plan year2023-01-244188916
Employer contributions to plan in this plan year2023-01-24239773

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