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JOHN N. GARDNER INSTITUTE FOR EXCELLENCE IN UNDERGRADUATE EDUCATION 403(B) PLAN 401k Plan overview

Plan NameJOHN N. GARDNER INSTITUTE FOR EXCELLENCE IN UNDERGRADUATE EDUCATION 403(B) PLAN
Plan identification number 001

JOHN N. GARDNER INSTITUTE FOR EXCELLENCE IN UNDERGRADUATE EDUCATION 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

JOHN N. GARDNER INSTITUTE FOR EXCELLENCE IN UNDERGRADUATE EDUCATION has sponsored the creation of one or more 401k plans.

Company Name:JOHN N. GARDNER INSTITUTE FOR EXCELLENCE IN UNDERGRADUATE EDUCATION
Employer identification number (EIN):260166817
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN N. GARDNER INSTITUTE FOR EXCELLENCE IN UNDERGRADUATE EDUCATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01ANGELA WHITESIDE2024-08-26
0012022-07-01ANGELA WHITESIDE2023-09-25 ANGELA WHITESIDE2023-09-25
0012021-07-01ANGELA WHITESIDE2022-08-05 ANGELA WHITESIDE2022-08-05
0012020-07-01ANGELA WHITESIDE2021-09-08 ANGELA WHITESIDE2021-09-08
0012019-07-01ANGELA WHITESIDE2020-08-20 ANGELA WHITESIDE2020-08-20
0012018-07-01ANGELA WHITESIDE2019-09-03 ANGELA WHITESIDE2019-09-03
0012017-07-01JOHN N. GARDNER2018-09-11
0012016-07-01JOHN N. GARDNER2017-11-03
0012015-07-01JOHN N. GARDNER2016-10-24
0012014-07-01JOHN N. GARDNER2015-12-15
0012013-07-01ANGELA WHITESIDE2014-11-06
0012012-07-01ANGELA WHITESIDE2014-01-08
0012011-07-01ANGELA WHITESIDE2012-10-24
0012010-07-01ANGELA WHITESIDE2012-01-05

Financial Data on JOHN N. GARDNER INSTITUTE FOR EXCELLENCE IN UNDERGRADUATE EDUCATION 403(B) PLAN

Measure Date Value
2024 : JOHN N. GARDNER INSTITUTE FOR EXCELLENCE IN UNDERGRADUATE EDUCATION 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-26266616
Net assets as of the end of the plan year2024-08-267996287
Total assets as of the beginning of the plan year2024-08-266940516
Value of plan covered by a fidelity bond2024-08-26500000
Participant contributions to plan in this plan year2024-08-26285690
Value of participant loans at end of plan year2024-08-265323
Other contributions to plan in this plan year2024-08-2614513
Other income to plan in this plan year2024-08-26780879
Plan net income in this plan year2024-08-261055771
Net assets as of the end of the plan year2024-08-267996287
Net assets as of the beginning of the plan year2024-08-266940516
Employer contributions to plan in this plan year2024-08-26241305
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-2621491
2022 : JOHN N. GARDNER INSTITUTE FOR EXCELLENCE IN UNDERGRADUATE EDUCATION 403(B) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-0530788
Net assets as of the end of the plan year2022-08-056127792
Total assets as of the beginning of the plan year2022-08-056639763
Value of plan covered by a fidelity bond2022-08-05500000
Participant contributions to plan in this plan year2022-08-05167969
Other contributions to plan in this plan year2022-08-0519548
Other income to plan in this plan year2022-08-05-797985
Plan net income in this plan year2022-08-05-511971
Net assets as of the end of the plan year2022-08-056127792
Net assets as of the beginning of the plan year2022-08-056639763
Employer contributions to plan in this plan year2022-08-05129285
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-0514987

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