| Plan Name | UNIVERSITY OF RHODE ISLAND RESEARCH FOUNDATION 403(B) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | UNIVERSITY OF RHODE ISLAND RESEARCH FOUNDATION |
| Employer identification number (EIN): | 364644408 |
| NAIC Classification: | 541700 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-07-01 | CHRISTIAN COWAN | 2023-10-09 | ||
| 001 | 2021-07-01 | CHRISTIAN COWAN | 2022-12-29 | ||
| 001 | 2020-07-01 | MICHAEL E. KATZ | 2021-10-01 | MICHAEL E. KATZ | 2021-10-01 |
| 001 | 2019-07-01 | MICHAEL E. KATZ | 2020-11-12 | MICHAEL E. KATZ | 2020-11-12 |
| 001 | 2018-07-01 | MICHAEL E. KATZ | 2019-10-28 | MICHAEL E. KATZ | 2019-10-28 |
| 001 | 2017-07-01 | MICHAEL E. KATZ | 2018-11-30 | MICHAEL E. KATZ | 2018-11-30 |
| 001 | 2016-07-01 | MICHAEL E. KATZ | 2017-12-20 | MICHAEL E. KATZ | 2017-12-20 |
| 001 | 2015-07-01 | MICHAEL E. KATZ | 2016-12-15 | MICHAEL E. KATZ | 2016-12-15 |
| 001 | 2015-07-01 | MICHAEL E. KATZ | 2017-12-18 | MICHAEL E. KATZ | 2017-12-18 |
| 001 | 2014-07-01 | MICHAEL KATZ | 2016-04-11 |
| Measure | Date | Value |
|---|---|---|
| 2025 : UNIVERSITY OF RHODE ISLAND RESEARCH FOUNDATION 403(B) PLAN 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-01-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-01-31 | 0 |
| Total expenses incurred by plan in this plan year | 2025-01-31 | 213282 |
| Net assets as of the end of the plan year | 2025-01-31 | 2163004 |
| Total assets as of the beginning of the plan year | 2025-01-31 | 1572811 |
| Value of plan covered by a fidelity bond | 2025-01-31 | 500000 |
| Participant contributions to plan in this plan year | 2025-01-31 | 194928 |
| Value of participant loans at end of plan year | 2025-01-31 | 26193 |
| Other contributions to plan in this plan year | 2025-01-31 | 94368 |
| Other income to plan in this plan year | 2025-01-31 | 260252 |
| Plan net income in this plan year | 2025-01-31 | 590193 |
| Net assets as of the end of the plan year | 2025-01-31 | 2163004 |
| Net assets as of the beginning of the plan year | 2025-01-31 | 1572811 |
| Employer contributions to plan in this plan year | 2025-01-31 | 253927 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-01-31 | 516 |