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UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameUNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN
Plan identification number 002

UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS
Employer identification number (EIN):411931343
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-07-01DAVID WALKOSZ2024-11-25
0022022-07-01DAVID WALKOSZ2023-11-28
0022021-07-01DAVID WALKOSZ2022-12-22
0022020-07-01DAVID WALKOSZ2021-12-09
0022019-07-01DAVID WALKOSZ2021-03-19
0022018-07-01DAVID WALKOSZ2020-01-14
0022017-07-01DAVID WALKOSZ2019-04-04
0022016-07-01DAVID WALKOSZ2018-04-02
0022015-07-01DAVID WALKOSZ2017-04-04
0022014-07-01DAVID WALKOSZ2016-04-04
0022013-07-01DAVID WALKOSZ2015-04-02
0022012-07-01DAVID WALKOSZ2014-01-27
0022011-07-01DAVID WALKOSZ2013-04-08
0022010-07-01MEREDITA PRADA2013-01-25
0022009-01-01DAVID WALKOSZ

Financial Data on UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-11-191418419
Net assets as of the end of the plan year2025-11-195780672
Total assets as of the beginning of the plan year2025-11-196171795
Value of plan covered by a fidelity bond2025-11-192000000
Participant contributions to plan in this plan year2025-11-19226638
Other income to plan in this plan year2025-11-19488704
Plan net income in this plan year2025-11-19-391123
Net assets as of the end of the plan year2025-11-195780672
Net assets as of the beginning of the plan year2025-11-196171795
Employer contributions to plan in this plan year2025-11-19311954
Expensese paid to adminstrative service provicers from plan in this plan year2025-11-199903
2024 : UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-11-257628
Net assets as of the end of the plan year2024-11-256171795
Total assets as of the beginning of the plan year2024-11-255150870
Value of plan covered by a fidelity bond2024-11-25500000
Participant contributions to plan in this plan year2024-11-25235742
Other income to plan in this plan year2024-11-25511204
Plan net income in this plan year2024-11-251020925
Net assets as of the end of the plan year2024-11-256171795
Net assets as of the beginning of the plan year2024-11-255150870
Employer contributions to plan in this plan year2024-11-25281607
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-257628

Form 5500 Responses for UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN

2009: UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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