401k Plan data: THE THEODORE ROOSEVELT MEDORA FOUNDATION 403(B) PLAN plan

THE THEODORE ROOSEVELT MEDORA FOUNDATION 403(B) PLAN 401k Plan overview

Plan Name	THE THEODORE ROOSEVELT MEDORA FOUNDATION 403(B) PLAN
Plan identification number	001

THE THEODORE ROOSEVELT MEDORA FOUNDATION 403(B) PLAN Benefits

401k Plan Type

Defined 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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE THEODORE ROOSEVELT MEDORA FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: THE THEODORE ROOSEVELT MEDORA FOUNDATION

Employer identification number (EIN): 450397662

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE THEODORE ROOSEVELT MEDORA FOUNDATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2013-01-01 CLARENCE SITTER 2014-10-13
001 2012-01-01 CLARENCE SITTER 2013-09-25
001 2011-01-01 JODI JOHNSON 2012-07-25
001 2010-01-01 JODI JOHNSON 2011-08-01

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Company Name:	THE THEODORE ROOSEVELT MEDORA FOUNDATION
Employer identification number (EIN):	450397662
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2013-01-01	CLARENCE SITTER	2014-10-13
001	2012-01-01	CLARENCE SITTER	2013-09-25
001	2011-01-01	JODI JOHNSON	2012-07-25
001	2010-01-01	JODI JOHNSON	2011-08-01