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| Plan Name | UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN |
| Plan identification number | 163 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | UNIVERSITY OF MARYLAND FOUNDATION |
| Employer identification number (EIN): | 521125663 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 163 | 2023-01-01 | TOM GILBERT | 2024-10-15 | TOM GILBERT | 2024-10-15 |
| 163 | 2022-01-01 | TOM GILBERT | 2023-10-03 | ||
| 163 | 2021-01-01 | TOM GILBERT | 2022-10-11 | TOM GILBERT | 2022-10-11 |
| 163 | 2020-01-01 | TOM GILBERT | 2021-10-14 | TOM GILBERT | 2021-10-14 |
| 163 | 2019-01-01 | TOM GILBERT | 2020-10-13 | TOM GILBERT | 2020-10-13 |
| 163 | 2018-01-01 | PAMELA PURCELL | 2019-09-13 | PAMELA PURCELL | 2019-09-13 |
| 163 | 2017-01-01 | PAMELA PURCELL | 2018-10-12 | PAMELA PURCELL | 2018-10-12 |
| 163 | 2016-01-01 | PAMELA PURCELL | 2017-10-13 | PAMELA PURCELL | 2017-10-13 |
| 163 | 2015-01-01 | PAMELA PURCELL | 2016-10-11 | PAMELA PURCELL | 2016-10-11 |
| 163 | 2014-01-01 | PAMELA PURCELL | 2015-10-07 | PAMELA PURCELL | 2015-10-07 |
| 163 | 2013-01-01 | PAMELA PURCELL | 2014-10-07 | PAMELA PURCELL | 2014-10-07 |
| 163 | 2012-01-01 | PAM PURCELL | 2013-09-30 | PAM PURCELL | 2013-09-30 |
| 163 | 2011-01-01 | PAM PURCELL | 2012-10-09 | PAM PURCELL | 2012-10-09 |
| 163 | 2010-01-01 | PAM PURCELL | 2011-11-03 | PAM PURCELL | 2011-11-03 |
| 163 | 2009-01-01 | JAY WANG | JAY WANG | 2010-10-14 |
| Measure | Date | Value |
|---|---|---|
| 2024: UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-15 | 48 |
| Total number of particpants at end of year | 2024-10-15 | 48 |
| Number of Participants With Account Balances | 2024-10-15 | 48 |
| 2009: UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 127 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 104 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 22 |
| Total of all active and inactive participants | 2009-01-01 | 126 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 126 |
| Number of participants with account balances | 2009-01-01 | 91 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2024 : UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-15 | 443011 |
| Net assets as of the end of the plan year | 2024-10-15 | 4521174 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 3738219 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 25000000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 359745 |
| Value of participant loans at end of plan year | 2024-10-15 | 12457 |
| Other expenses paid from plan in this plan year | 2024-10-15 | 5050 |
| Other income to plan in this plan year | 2024-10-15 | 546308 |
| Plan net income in this plan year | 2024-10-15 | 782955 |
| Net assets as of the end of the plan year | 2024-10-15 | 4521174 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 3738219 |
| Employer contributions to plan in this plan year | 2024-10-15 | 319913 |
| 2009: UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |