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UNIVERSITY OF EDINBURGH NEW YORK 401K PLAN 401k Plan overview

Plan NameUNIVERSITY OF EDINBURGH NEW YORK 401K PLAN
Plan identification number 001

UNIVERSITY OF EDINBURGH NEW YORK 401K PLAN Benefits

401k Plan TypeDefined 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.
  • 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

UNIVERSITY OF EDINBURGH NEW YORK has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF EDINBURGH NEW YORK
Employer identification number (EIN):521263286
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF EDINBURGH NEW YORK 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TARA EVANS2024-09-12
0012022-01-01TARA EVANS2023-07-31
0012021-01-01TARA EVANS2022-07-29
0012020-01-01PHIL TISUE2021-09-24

Financial Data on UNIVERSITY OF EDINBURGH NEW YORK 401K PLAN

Measure Date Value
2025 : UNIVERSITY OF EDINBURGH NEW YORK 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-3075946
Net assets as of the end of the plan year2025-07-30384098
Total assets as of the beginning of the plan year2025-07-30324913
Value of plan covered by a fidelity bond2025-07-3033000
Participant contributions to plan in this plan year2025-07-3014296
Other income to plan in this plan year2025-07-3042818
Plan net income in this plan year2025-07-3059185
Net assets as of the end of the plan year2025-07-30384098
Net assets as of the beginning of the plan year2025-07-30324913
Employer contributions to plan in this plan year2025-07-3078017
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-301688
2024 : UNIVERSITY OF EDINBURGH NEW YORK 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-121195
Net assets as of the end of the plan year2024-09-12324913
Total assets as of the beginning of the plan year2024-09-12227496
Value of plan covered by a fidelity bond2024-09-1223000
Participant contributions to plan in this plan year2024-09-128931
Other income to plan in this plan year2024-09-1247554
Plan net income in this plan year2024-09-1297417
Net assets as of the end of the plan year2024-09-12324913
Net assets as of the beginning of the plan year2024-09-12227496
Employer contributions to plan in this plan year2024-09-1242127
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-121195
2022 : UNIVERSITY OF EDINBURGH NEW YORK 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-29755
Net assets as of the end of the plan year2022-07-29230431
Total assets as of the beginning of the plan year2022-07-2996030
Value of plan covered by a fidelity bond2022-07-2910000
Participant contributions to plan in this plan year2022-07-2936224
Other contributions to plan in this plan year2022-07-2911705
Other income to plan in this plan year2022-07-2924193
Plan net income in this plan year2022-07-29134401
Net assets as of the end of the plan year2022-07-29230431
Net assets as of the beginning of the plan year2022-07-2996030
Employer contributions to plan in this plan year2022-07-2963034
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-29755

Potentially related plans

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