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ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES SOCA BENEFIT PLAN 401k Plan overview

Plan NameASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES SOCA BENEFIT PLAN
Plan identification number 501

ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES SOCA BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES OF OHIO has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES OF OHIO
Employer identification number (EIN):310746875
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES SOCA BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-05-01MATT APPENZELLER2024-11-29
5012022-05-01MATT APPENZELLER2023-11-28
5012021-05-01MATT APPENZELLER2022-11-29
5012020-05-01MATT APPENZELLER2021-11-23
5012019-05-01MATT APPENZELLER2020-11-06

Plan Statistics for ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES SOCA BENEFIT PLAN

401k plan membership statisitcs for ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES SOCA BENEFIT PLAN

Measure Date Value
2024: ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES SOCA BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-11-294
Total number of particpants at end of year2024-11-294

Financial Data on ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES SOCA BENEFIT PLAN

Measure Date Value
2024 : ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES SOCA BENEFIT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-11-296203
Total liabilities as of the beginning of the plan year2024-11-296709
Total expenses incurred by plan in this plan year2024-11-2943293
Net assets as of the end of the plan year2024-11-299091
Total assets as of the beginning of the plan year2024-11-298931
Value of plan covered by a fidelity bond2024-11-291000000
Participant contributions to plan in this plan year2024-11-290
Other expenses paid from plan in this plan year2024-11-290
Other contributions to plan in this plan year2024-11-290
Other income to plan in this plan year2024-11-29699
Plan net income in this plan year2024-11-29666
Net assets as of the end of the plan year2024-11-292888
Net assets as of the beginning of the plan year2024-11-292222
Employer contributions to plan in this plan year2024-11-2943260
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-292818

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