401k Plan data: INDEPENDENT COLLEGES AND UNIVERSITIES 401K plan

INDEPENDENT COLLEGES AND UNIVERSITIES 401K 401k Plan overview

Plan Name	INDEPENDENT COLLEGES AND UNIVERSITIES 401K
Plan identification number	001

INDEPENDENT COLLEGES AND UNIVERSITIES 401K Benefits

401k Plan Type

Defined 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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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

INDEPENDENT COLLEGES AND UNIV OF FLORIDA has sponsored the creation of one or more 401k plans.

Company Name: INDEPENDENT COLLEGES AND UNIV OF FLORIDA

Employer identification number (EIN): 237424052

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDEPENDENT COLLEGES AND UNIVERSITIES 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DAVID MAUGER 2024-10-10
001 2022-01-01 ROBERT J BOYD 2023-08-03 DANIE TURNER 2023-08-07
001 2021-01-01 ROBERT J BOYD 2022-09-26 DANIE TURNER 2022-09-26
001 2020-01-01 ROBERT J BOYD 2021-09-21 DANIE TURNER 2021-09-20
001 2019-01-01 ROBERT J BOYD 2020-07-17 DANIE TURNER 2020-07-17
001 2018-01-01 ED H MOORE 2019-05-28 DANIE TURNER 2019-05-28
001 2017-01-01 ED H MOORE 2018-06-14 DANIE TURNER 2018-06-13
001 2016-01-01 DANIE TURNER 2017-06-20
001 2015-01-01 DANIE TURNER 2016-07-26
001 2014-01-01 DANIE TURNER 2015-07-22
001 2013-01-01 F. DANIE TURNER 2014-07-08 F. DANIE TURNER 2014-07-08
001 2012-01-01 F. DANIE TURNER 2013-10-07 F. DANIE TURNER 2013-10-07
001 2011-01-01 F. DANIE TURNER 2012-10-10 F. DANIE TURNER 2012-10-10
001 2010-01-01 DANIE TURNER 2011-07-27 DANIE TURNER 2011-07-27
001 2009-01-01 DANIE TURNER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DAVID MAUGER	2024-10-10
001	2022-01-01	ROBERT J BOYD	2023-08-03	DANIE TURNER	2023-08-07
001	2021-01-01	ROBERT J BOYD	2022-09-26	DANIE TURNER	2022-09-26
001	2020-01-01	ROBERT J BOYD	2021-09-21	DANIE TURNER	2021-09-20
001	2019-01-01	ROBERT J BOYD	2020-07-17	DANIE TURNER	2020-07-17
001	2018-01-01	ED H MOORE	2019-05-28	DANIE TURNER	2019-05-28
001	2017-01-01	ED H MOORE	2018-06-14	DANIE TURNER	2018-06-13
001	2016-01-01	DANIE TURNER	2017-06-20
001	2015-01-01	DANIE TURNER	2016-07-26
001	2014-01-01	DANIE TURNER	2015-07-22
001	2013-01-01	F. DANIE TURNER	2014-07-08	F. DANIE TURNER	2014-07-08
001	2012-01-01	F. DANIE TURNER	2013-10-07	F. DANIE TURNER	2013-10-07
001	2011-01-01	F. DANIE TURNER	2012-10-10	F. DANIE TURNER	2012-10-10
001	2010-01-01	DANIE TURNER	2011-07-27	DANIE TURNER	2011-07-27
001	2009-01-01	DANIE TURNER

Plan Statistics for INDEPENDENT COLLEGES AND UNIVERSITIES 401K

401k plan membership statisitcs for INDEPENDENT COLLEGES AND UNIVERSITIES 401K

Measure Date Value
2025: INDEPENDENT COLLEGES AND UNIVERSITIES 401K 2025 401k membership
Total number of particpants at beginning of year 2025-07-01 8
Total number of particpants at end of year 2025-07-01 7
Number of Participants With Account Balances 2025-07-01 7
2024: INDEPENDENT COLLEGES AND UNIVERSITIES 401K 2024 401k membership
Total number of particpants at beginning of year 2024-10-10 7
Total number of particpants at end of year 2024-10-10 8
Number of Participants With Account Balances 2024-10-10 8
2022: INDEPENDENT COLLEGES AND UNIVERSITIES 401K 2022 401k membership
Total number of particpants at beginning of year 2022-09-26 7
Total number of particpants at end of year 2022-09-26 7
Number of Participants With Account Balances 2022-09-26 7
2009: INDEPENDENT COLLEGES AND UNIVERSITIES 401K 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 0

Measure	Date	Value
2025: INDEPENDENT COLLEGES AND UNIVERSITIES 401K 2025 401k membership
Total number of particpants at beginning of year	2025-07-01	8
Total number of particpants at end of year	2025-07-01	7
Number of Participants With Account Balances	2025-07-01	7
2024: INDEPENDENT COLLEGES AND UNIVERSITIES 401K 2024 401k membership
Total number of particpants at beginning of year	2024-10-10	7
Total number of particpants at end of year	2024-10-10	8
Number of Participants With Account Balances	2024-10-10	8
2022: INDEPENDENT COLLEGES AND UNIVERSITIES 401K 2022 401k membership
Total number of particpants at beginning of year	2022-09-26	7
Total number of particpants at end of year	2022-09-26	7
Number of Participants With Account Balances	2022-09-26	7
2009: INDEPENDENT COLLEGES AND UNIVERSITIES 401K 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	0

Financial Data on INDEPENDENT COLLEGES AND UNIVERSITIES 401K

Measure	Date	Value
2025 : INDEPENDENT COLLEGES AND UNIVERSITIES 401K 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-01	156063
Net assets as of the end of the plan year	2025-07-01	934311
Total assets as of the beginning of the plan year	2025-07-01	901847
Value of plan covered by a fidelity bond	2025-07-01	250000
Participant contributions to plan in this plan year	2025-07-01	45396
Other income to plan in this plan year	2025-07-01	74929
Plan net income in this plan year	2025-07-01	32464
Net assets as of the end of the plan year	2025-07-01	934311
Net assets as of the beginning of the plan year	2025-07-01	901847
Employer contributions to plan in this plan year	2025-07-01	68202
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-01	1130
2024 : INDEPENDENT COLLEGES AND UNIVERSITIES 401K 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-10	0
Net assets as of the end of the plan year	2024-10-10	901847
Total assets as of the beginning of the plan year	2024-10-10	697069
Participant contributions to plan in this plan year	2024-10-10	46741
Value of participant loans at end of plan year	2024-10-10	25503
Other contributions to plan in this plan year	2024-10-10	3951
Other income to plan in this plan year	2024-10-10	85910
Plan net income in this plan year	2024-10-10	204778
Net assets as of the end of the plan year	2024-10-10	901847
Net assets as of the beginning of the plan year	2024-10-10	697069
Employer contributions to plan in this plan year	2024-10-10	68176
Fees paid to broker by Benefit Provider	2024-10-10	115
2022 : INDEPENDENT COLLEGES AND UNIVERSITIES 401K 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-09-26	-1541
Net assets as of the end of the plan year	2022-09-26	723796
Total assets as of the beginning of the plan year	2022-09-26	537317
Participant contributions to plan in this plan year	2022-09-26	41800
Value of participant loans at end of plan year	2022-09-26	23933
Other income to plan in this plan year	2022-09-26	79320
Plan net income in this plan year	2022-09-26	186479
Net assets as of the end of the plan year	2022-09-26	723796
Net assets as of the beginning of the plan year	2022-09-26	537317
Employer contributions to plan in this plan year	2022-09-26	63818
Fees paid to broker by Benefit Provider	2022-09-26	15

Form 5500 Responses for INDEPENDENT COLLEGES AND UNIVERSITIES 401K

2009: INDEPENDENT COLLEGES AND UNIVERSITIES 401K 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	Yes
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

Potentially related plans

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Company Name:	INDEPENDENT COLLEGES AND UNIV OF FLORIDA
Employer identification number (EIN):	237424052
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations