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

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

Plan Name	THE THEODORE ROOSEVELT MEDORA FOUNDATION 401(K) PLAN
Plan identification number	002

THE THEODORE ROOSEVELT MEDORA 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.
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 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 EMILY KLYM 2024-07-15
002 2022-01-01 EMILY KLYM 2023-07-04
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01 CLARENCE SITTER 2014-10-13
002 2012-01-01 CLARENCE SITTER 2013-10-09
002 2011-08-01 JODI JOHNSON 2012-07-25

Financial Data on THE THEODORE ROOSEVELT MEDORA FOUNDATION 401(K) PLAN

Measure	Date	Value
2025 : THE THEODORE ROOSEVELT MEDORA FOUNDATION 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-08	1214243
Net assets as of the end of the plan year	2025-07-08	6223054
Total assets as of the beginning of the plan year	2025-07-08	5957510
Value of plan covered by a fidelity bond	2025-07-08	1000000
Participant contributions to plan in this plan year	2025-07-08	347108
Value of participant loans at end of plan year	2025-07-08	46327
Other contributions to plan in this plan year	2025-07-08	17409
Other income to plan in this plan year	2025-07-08	845727
Plan net income in this plan year	2025-07-08	265544
Net assets as of the end of the plan year	2025-07-08	6223054
Net assets as of the beginning of the plan year	2025-07-08	5957510
Employer contributions to plan in this plan year	2025-07-08	269543
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-08	19833
2024 : THE THEODORE ROOSEVELT MEDORA FOUNDATION 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-15	390794
Net assets as of the end of the plan year	2024-07-15	5957510
Total assets as of the beginning of the plan year	2024-07-15	4905900
Value of plan covered by a fidelity bond	2024-07-15	1000000
Participant contributions to plan in this plan year	2024-07-15	286778
Value of participant loans at end of plan year	2024-07-15	27306
Other contributions to plan in this plan year	2024-07-15	949
Other income to plan in this plan year	2024-07-15	960984
Plan net income in this plan year	2024-07-15	1051610
Net assets as of the end of the plan year	2024-07-15	5957510
Net assets as of the beginning of the plan year	2024-07-15	4905900
Value of contributions failed to transmitted timely	2024-07-15	49671
Employer contributions to plan in this plan year	2024-07-15	193693
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-15	17645
2022 : THE THEODORE ROOSEVELT MEDORA FOUNDATION 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-06-07	575826
Net assets as of the end of the plan year	2022-06-07	5757798
Total assets as of the beginning of the plan year	2022-06-07	5152112
Value of plan covered by a fidelity bond	2022-06-07	250000
Participant contributions to plan in this plan year	2022-06-07	242972
Value of participant loans at end of plan year	2022-06-07	4241
Other income to plan in this plan year	2022-06-07	776345
Plan net income in this plan year	2022-06-07	605686
Net assets as of the end of the plan year	2022-06-07	5757798
Net assets as of the beginning of the plan year	2022-06-07	5152112
Employer contributions to plan in this plan year	2022-06-07	162195
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-07	18451

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:	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
002	2023-01-01	EMILY KLYM	2024-07-15
002	2022-01-01	EMILY KLYM	2023-07-04
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01	CLARENCE SITTER	2014-10-13
002	2012-01-01	CLARENCE SITTER	2013-10-09
002	2011-08-01	JODI JOHNSON	2012-07-25