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UNIVERSITY RESEARCH FOUNDATION PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameUNIVERSITY RESEARCH FOUNDATION PROFIT SHARING PLAN & TRUST
Plan identification number 001

UNIVERSITY RESEARCH FOUNDATION PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

UNIVERSITY RESEARCH FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY RESEARCH FOUNDATION
Employer identification number (EIN):521218749
NAIC Classification:611000

Additional information about UNIVERSITY RESEARCH FOUNDATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0283874

More information about UNIVERSITY RESEARCH FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY RESEARCH FOUNDATION PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-07-01MELISSA ALLEN2022-04-14
0012019-07-01MELISSA ALLEN2021-04-14
0012018-07-01MELISSA ALLEN2019-10-21
0012017-07-01NORRIS KRONE2019-04-15
0012016-07-01NORRIS KRONE2018-04-13
0012015-07-01NORRIS KRONE2017-04-04
0012014-07-01NORRIS KRONE2016-03-29
0012013-07-01NORRIS KRONE2015-04-15
0012012-07-01NORRIS KRONE2014-01-08
0012011-07-01NORRIS KRONE2013-01-22
0012010-07-01NORRIS KRONE2014-01-08

Financial Data on UNIVERSITY RESEARCH FOUNDATION PROFIT SHARING PLAN & TRUST

Measure Date Value
2009 : UNIVERSITY RESEARCH FOUNDATION PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total income from all sources2009-06-30$-111,343
Expenses. Total of all expenses incurred2009-06-30$107,954
Benefits paid (including direct rollovers)2009-06-30$105,983
Total plan assets at end of year2009-06-30$1,169,659
Total plan assets at beginning of year2009-06-30$1,388,956
Value of fidelity bond covering the plan2009-06-30$250,000
Assets. Value of loans (other than to participants)2009-06-30$12,617
Expenses. Other expenses not covered elsewhere2009-06-30$1,971
Other income received2009-06-30$-111,343
Net income (gross income less expenses)2009-06-30$-219,297
Net plan assets at end of year (total assets less liabilities)2009-06-30$1,169,659
Net plan assets at beginning of year (total assets less liabilities)2009-06-30$1,388,956

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