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FOUNDATION FOR ADVANCED EDUCATION IN THE SCIENCES RETIREMENT PLAN 401k Plan overview

Plan NameFOUNDATION FOR ADVANCED EDUCATION IN THE SCIENCES RETIREMENT PLAN
Plan identification number 001

FOUNDATION FOR ADVANCED EDUCATION IN THE SCIENCES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

FOUNDATION FOR ADVANCED EDUCATION IN THE SCIENCES has sponsored the creation of one or more 401k plans.

Company Name:FOUNDATION FOR ADVANCED EDUCATION IN THE SCIENCES
Employer identification number (EIN):520743814
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOUNDATION FOR ADVANCED EDUCATION IN THE SCIENCES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTINA FARIAS2024-07-10
0012022-01-01CHRISTINA FARIAS2023-06-30
0012021-01-01CHRISTINA FARIAS2022-07-11
0012020-01-01CHRISTINA FARIAS2021-03-09
0012019-06-01CHRISTINA FARIAS2020-04-13
0012018-06-01CHRISTINA FARIAS2019-11-19
0012017-06-01CHRISTINA FARIAS2018-12-27
0012016-06-01CHRISTINA FARIAS2018-04-13
0012015-06-01CHRISTINA FARIAS2018-04-11
0012014-06-01
0012013-06-01CHRISTINA FARIAS2015-03-12 CHRISTINA FARIAS2015-03-12
0012012-06-01CHRISTINA FARIAS2014-02-25 CHRISTINA FARIAS2014-02-25
0012011-06-01PAUL SCHWOBEL2013-01-25 PAUL SCHWOBEL2013-01-25
0012010-06-01PAUL SCHWOBEL2011-12-29 PAUL SCHWOBEL2011-12-29

Financial Data on FOUNDATION FOR ADVANCED EDUCATION IN THE SCIENCES RETIREMENT PLAN

Measure Date Value
2025 : FOUNDATION FOR ADVANCED EDUCATION IN THE SCIENCES RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-14419043
Net assets as of the end of the plan year2025-10-147994462
Total assets as of the beginning of the plan year2025-10-147023194
Value of plan covered by a fidelity bond2025-10-145000000
Participant contributions to plan in this plan year2025-10-14255118
Value of participant loans at end of plan year2025-10-14831
Other expenses paid from plan in this plan year2025-10-145055
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-14880958
Plan net income in this plan year2025-10-14971268
Net assets as of the end of the plan year2025-10-147994462
Net assets as of the beginning of the plan year2025-10-147023194
Employer contributions to plan in this plan year2025-10-14254235
2024 : FOUNDATION FOR ADVANCED EDUCATION IN THE SCIENCES RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-10280890
Net assets as of the end of the plan year2024-07-107023194
Total assets as of the beginning of the plan year2024-07-106025796
Value of plan covered by a fidelity bond2024-07-105000000
Participant contributions to plan in this plan year2024-07-10242901
Value of participant loans at end of plan year2024-07-101013
Other expenses paid from plan in this plan year2024-07-102879
Other contributions to plan in this plan year2024-07-109416
Other income to plan in this plan year2024-07-10795834
Plan net income in this plan year2024-07-10997398
Net assets as of the end of the plan year2024-07-107023194
Net assets as of the beginning of the plan year2024-07-106025796
Employer contributions to plan in this plan year2024-07-10230137
2022 : FOUNDATION FOR ADVANCED EDUCATION IN THE SCIENCES RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-11491980
Net assets as of the end of the plan year2022-07-116386017
Total assets as of the beginning of the plan year2022-07-115728796
Value of plan covered by a fidelity bond2022-07-111000000
Participant contributions to plan in this plan year2022-07-11253458
Value of participant loans at end of plan year2022-07-1133842
Other income to plan in this plan year2022-07-11658569
Plan net income in this plan year2022-07-11657221
Net assets as of the end of the plan year2022-07-116386017
Net assets as of the beginning of the plan year2022-07-115728796
Employer contributions to plan in this plan year2022-07-11237174

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