401k Plan data: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN plan

UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 401k Plan overview

Plan Name	UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN
Plan identification number	003

UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN Benefits

401k Plan Type

Defined 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 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

STATE UNIVERSITY OF IOWA FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: STATE UNIVERSITY OF IOWA FOUNDATION

Employer identification number (EIN): 420796760

NAIC Classification: 611000

Additional information about STATE UNIVERSITY OF IOWA FOUNDATION

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1957-02-25

Company Identification Number: 063487

Legal Registered Office Address: ONE WEST PARK ROAD
PO BOX 4550
IOWA CITY
United States of America (USA)
52244

More information about STATE UNIVERSITY OF IOWA FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2018-01-01
003 2017-01-01 REBECCA RAFFERTY
003 2016-01-01
003 2015-01-01
003 2014-01-01 SHERRI P. FURMAN SHERRI P. FURMAN 2015-10-12
003 2013-01-01 DEBBIE BEERMANN 2014-10-13 DEBBIE BEERMANN 2014-10-13

Plan Statistics for UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN

401k plan membership statisitcs for UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN

Measure Date Value
2022: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 337
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 277
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 82
Total of all active and inactive participants 2022-01-01 362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 362
Number of participants with account balances 2022-01-01 362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 14
2021: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 391
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 255
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 79
Total of all active and inactive participants 2021-01-01 336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 336
Number of participants with account balances 2021-01-01 336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 13
2020: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 339
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 308
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 81
Total of all active and inactive participants 2020-01-01 391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 391
Number of participants with account balances 2020-01-01 356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 15
2019: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 319
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 257
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 77
Total of all active and inactive participants 2019-01-01 337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 337
Number of participants with account balances 2019-01-01 337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 17
2018: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 301
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 246
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 67
Total of all active and inactive participants 2018-01-01 318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 318
Number of participants with account balances 2018-01-01 318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 22
2017: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 268
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 240
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 48
Total of all active and inactive participants 2017-01-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 288
Number of participants with account balances 2017-01-01 288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 213
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 52
Total of all active and inactive participants 2016-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 268
Number of participants with account balances 2016-01-01 264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 14
2015: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 213
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 37
Total of all active and inactive participants 2015-01-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 250
Number of participants with account balances 2015-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9
2014: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 197
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 23
Total of all active and inactive participants 2014-01-01 220
Total participants 2014-01-01 220
Number of participants with account balances 2014-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3

Measure	Date	Value
2022: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	337
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	277
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	82
Total of all active and inactive participants	2022-01-01	362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	362
Number of participants with account balances	2022-01-01	362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	14
2021: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	391
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	255
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	79
Total of all active and inactive participants	2021-01-01	336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	336
Number of participants with account balances	2021-01-01	336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	13
2020: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	339
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	308
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	81
Total of all active and inactive participants	2020-01-01	391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	391
Number of participants with account balances	2020-01-01	356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	15
2019: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	319
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	257
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	77
Total of all active and inactive participants	2019-01-01	337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	337
Number of participants with account balances	2019-01-01	337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	17
2018: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	301
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	246
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	67
Total of all active and inactive participants	2018-01-01	318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	318
Number of participants with account balances	2018-01-01	318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	22
2017: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	268
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	240
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	48
Total of all active and inactive participants	2017-01-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	288
Number of participants with account balances	2017-01-01	288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	213
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	52
Total of all active and inactive participants	2016-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	268
Number of participants with account balances	2016-01-01	264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	14
2015: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	213
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	37
Total of all active and inactive participants	2015-01-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	250
Number of participants with account balances	2015-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9
2014: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	197
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	23
Total of all active and inactive participants	2014-01-01	220
Total participants	2014-01-01	220
Number of participants with account balances	2014-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3

Financial Data on UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN

Measure	Date	Value
2022 : UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,182,416
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,422,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,380,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,557,084
Value of total assets at end of year	2022-12-31	$35,554,874
Value of total assets at beginning of year	2022-12-31	$40,159,835
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$41,761
Total interest from all sources	2022-12-31	$4,827
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$943,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$943,334
Administrative expenses professional fees incurred	2022-12-31	$14,434
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,544,280
Participant contributions at end of year	2022-12-31	$82,060
Participant contributions at beginning of year	2022-12-31	$51,146
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$728,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,604,961
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$35,554,874
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$40,159,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$34,687,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$39,918,895
Interest on participant loans	2022-12-31	$3,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$785,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$189,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$189,794
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,687,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,283,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,380,784
Contract administrator fees	2022-12-31	$27,327
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$8,937,958
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,683,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,636,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,736,492
Value of total assets at end of year	2021-12-31	$40,159,835
Value of total assets at beginning of year	2021-12-31	$34,904,931
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$46,324
Total interest from all sources	2021-12-31	$1,460
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$4,652,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$4,652,331
Administrative expenses professional fees incurred	2021-12-31	$14,784
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,516,500
Participant contributions at end of year	2021-12-31	$51,146
Participant contributions at beginning of year	2021-12-31	$9,762
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$124,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,254,904
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$40,159,835
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$34,904,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$39,918,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$34,597,475
Interest on participant loans	2021-12-31	$1,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$189,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$297,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$297,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$547,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,095,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,636,730
Contract administrator fees	2021-12-31	$31,540
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$7,925,187
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$929,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$891,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,481,825
Value of total assets at end of year	2020-12-31	$34,904,931
Value of total assets at beginning of year	2020-12-31	$27,909,237
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$37,569
Total interest from all sources	2020-12-31	$436
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$898,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$898,972
Administrative expenses professional fees incurred	2020-12-31	$11,659
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,363,315
Participant contributions at end of year	2020-12-31	$9,762
Participant contributions at beginning of year	2020-12-31	$10,852
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$64,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$6,995,694
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$34,904,931
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$27,909,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$34,597,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$27,722,089
Interest on participant loans	2020-12-31	$436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$297,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$176,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$176,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,543,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,053,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$891,924
Contract administrator fees	2020-12-31	$25,910
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$8,275,721
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,774,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,738,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,254,295
Value of total assets at end of year	2019-12-31	$27,909,236
Value of total assets at beginning of year	2019-12-31	$21,407,816
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$36,281
Total interest from all sources	2019-12-31	$4,445
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$684,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$684,985
Administrative expenses professional fees incurred	2019-12-31	$10,586
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,164,526
Participant contributions at end of year	2019-12-31	$10,852
Participant contributions at beginning of year	2019-12-31	$25,052
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$134,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$6,501,420
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$27,909,236
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$21,407,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$27,746,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$21,268,989
Interest on participant loans	2019-12-31	$945
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$151,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$113,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$113,775
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$3,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,331,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,954,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,738,020
Contract administrator fees	2019-12-31	$25,695
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,368,814
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,268,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,234,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,930,224
Value of total assets at end of year	2018-12-31	$21,407,816
Value of total assets at beginning of year	2018-12-31	$21,307,159
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$33,572
Total interest from all sources	2018-12-31	$1,795
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$654,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$654,987
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$967,178
Participant contributions at end of year	2018-12-31	$25,052
Participant contributions at beginning of year	2018-12-31	$43,355
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$147,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$100,657
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$21,407,816
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$21,307,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$21,268,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$21,158,732
Interest on participant loans	2018-12-31	$1,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$113,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$105,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$105,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,218,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,815,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,234,585
Contract administrator fees	2018-12-31	$33,572
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSENALLEN
Accountancy firm EIN	2018-12-31	410746749
2017 : UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$5,743,313
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,509,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,478,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,547,383
Value of total assets at end of year	2017-12-31	$21,307,159
Value of total assets at beginning of year	2017-12-31	$17,073,777
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$31,310
Total interest from all sources	2017-12-31	$1,566
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$529,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$529,716
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$751,513
Participant contributions at end of year	2017-12-31	$43,355
Participant contributions at beginning of year	2017-12-31	$38,504
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$155,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,233,382
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$21,307,159
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$17,073,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$21,158,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$16,887,672
Interest on participant loans	2017-12-31	$1,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$105,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$147,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$147,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,664,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,640,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,478,621
Contract administrator fees	2017-12-31	$31,310
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSENALLEN
Accountancy firm EIN	2017-12-31	410746749
2016 : UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$3,788,013
Total of all expenses incurred	2016-12-31	$972,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$945,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,413,016
Value of total assets at end of year	2016-12-31	$17,073,777
Value of total assets at beginning of year	2016-12-31	$14,258,671
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$27,610
Total interest from all sources	2016-12-31	$1,873
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$442,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$442,988
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$785,599
Participant contributions at end of year	2016-12-31	$38,504
Participant contributions at beginning of year	2016-12-31	$40,332
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$78,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,815,106
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$17,073,777
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$14,258,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$16,887,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$14,218,339
Interest on participant loans	2016-12-31	$1,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$147,601
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$930,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,549,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$945,297
Contract administrator fees	2016-12-31	$27,610
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSENALLEN
Accountancy firm EIN	2016-12-31	410746749
2015 : UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,605,916
Total of all expenses incurred	2015-12-31	$413,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$390,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,765,758
Value of total assets at end of year	2015-12-31	$14,258,671
Value of total assets at beginning of year	2015-12-31	$12,066,359
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$23,288
Total interest from all sources	2015-12-31	$1,425
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$535,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$535,784
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$713,709
Participant contributions at end of year	2015-12-31	$40,332
Participant contributions at beginning of year	2015-12-31	$18,442
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$14,478
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$586,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$2,192,312
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,258,671
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$12,066,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$14,218,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,980,405
Interest on participant loans	2015-12-31	$1,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-697,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,465,222
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$53,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$390,316
Contract administrator fees	2015-12-31	$23,288
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSENALLEN
Accountancy firm EIN	2015-12-31	410746749
2014 : UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,994,376
Total of all expenses incurred	2014-12-31	$357,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$335,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,218,784
Value of total assets at end of year	2014-12-31	$12,066,359
Value of total assets at beginning of year	2014-12-31	$9,429,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$22,411
Total interest from all sources	2014-12-31	$525
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$319,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$319,129
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$663,720
Participant contributions at end of year	2014-12-31	$18,442
Participant contributions at beginning of year	2014-12-31	$10,594
Participant contributions at end of year	2014-12-31	$14,478
Participant contributions at beginning of year	2014-12-31	$27,130
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$191,632
Other income not declared elsewhere	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,636,829
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$12,066,359
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,429,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$11,980,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,341,852
Interest on participant loans	2014-12-31	$525
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$455,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,363,432
Employer contributions (assets) at end of year	2014-12-31	$53,034
Employer contributions (assets) at beginning of year	2014-12-31	$49,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$335,136
Contract administrator fees	2014-12-31	$22,411
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTONLARSENALLEN
Accountancy firm EIN	2014-12-31	410746749

Form 5500 Responses for UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN

2022: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	STATE UNIVERSITY OF IOWA FOUNDATION
Employer identification number (EIN):	420796760
NAIC Classification:	611000

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1957-02-25
Company Identification Number:	063487
Legal Registered Office Address:	ONE WEST PARK ROAD PO BOX 4550 IOWA CITY United States of America (USA) 52244