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THE TROY FOUNDATION 403B PLAN 401k Plan overview

Plan NameTHE TROY FOUNDATION 403B PLAN
Plan identification number 001

THE TROY FOUNDATION 403B PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

THE TROY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE TROY FOUNDATION
Employer identification number (EIN):316018703
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE TROY FOUNDATION

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2004-08-05
Company Identification Number: 1481553
Legal Registered Office Address: 450 MEADOW WOOD DRIVE
-
TROY
United States of America (USA)
45373

More information about THE TROY FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TROY FOUNDATION 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MELISSA A KLEPTZ2018-07-09
0012016-01-01MELISSA A KLEPTZ2017-07-05
0012015-01-01MELISSA A KLEPTZ2016-08-02
0012014-01-01MELISSA A KLEPTZ2015-07-07
0012013-01-01
0012012-01-01MELISSA A KLEPTZ2013-06-17
0012011-01-01MELISSA A KLEPTZ2012-06-21
0012010-01-01MELISSA A KLEPTZ2011-07-25
0012009-01-01MELISSA A KLEPTZ

Financial Data on THE TROY FOUNDATION 403B PLAN

Measure Date Value
2025 : THE TROY FOUNDATION 403B PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-175410
Net assets as of the end of the plan year2025-07-17331609
Total assets as of the beginning of the plan year2025-07-17239046
Value of plan covered by a fidelity bond2025-07-17500000
Participant contributions to plan in this plan year2025-07-1736002
Other income to plan in this plan year2025-07-1747992
Plan net income in this plan year2025-07-1792563
Net assets as of the end of the plan year2025-07-17331609
Net assets as of the beginning of the plan year2025-07-17239046
Employer contributions to plan in this plan year2025-07-1713979
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-17255
2024 : THE TROY FOUNDATION 403B PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-220
Total expenses incurred by plan in this plan year2024-07-224349
Net assets as of the end of the plan year2024-07-22239046
Total assets as of the beginning of the plan year2024-07-22162666
Value of plan covered by a fidelity bond2024-07-22500000
Participant contributions to plan in this plan year2024-07-2232232
Other income to plan in this plan year2024-07-2236468
Plan net income in this plan year2024-07-2276380
Net assets as of the end of the plan year2024-07-22239046
Net assets as of the beginning of the plan year2024-07-22162666
Employer contributions to plan in this plan year2024-07-2212029
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2240

Form 5500 Responses for THE TROY FOUNDATION 403B PLAN

2009: THE TROY FOUNDATION 403B PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

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