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NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS 403(B)PLAN 401k Plan overview

Plan NameNATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS 403(B)PLAN
Plan identification number 001

NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS 403(B)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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS
Employer identification number (EIN):530259954
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS 403(B)PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CANDICE DEANS2024-09-25 MICHELLE LAX2024-09-25
0012022-01-01CANDICE DEANS2023-09-21 TYRENE HARALSON2023-09-21
0012021-01-01CANDICE DEANS2022-10-05 TYRENE HARALSON2022-10-03
0012020-01-01CANDICE DEANS2021-10-01 TYRENE HARALSON2021-10-01
0012019-01-01CANDICE DEANS2020-10-14 TYRENE HARALSON2020-10-14
0012018-01-01CANDICE DEANS2019-10-11 TIA JEFFRESS2019-10-11
0012017-01-01CANDICE DEANS2018-10-09 ELBERT OUZTS2018-10-09
0012016-01-01CANDICE DEANS2017-08-22 WILLIAM DILLON2017-08-22
0012015-01-01CANDICE DEANS2016-09-30 WILLIAM DILLON2016-09-30
0012014-01-01CANDICE DEANS2015-09-11 WILLIAM DILLON2015-09-11
0012013-01-01CANDICE DEANS2015-08-12 WILLIAM DILLON2015-08-12
0012012-01-01CANDICE DEANS2015-08-12 WILLIAM DILLON2015-08-12
0012011-01-01CANDICE DEANS2015-08-12 WILLIAM DILLON2015-08-12

Plan Statistics for NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS 403(B)PLAN

401k plan membership statisitcs for NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS 403(B)PLAN

Measure Date Value
2025: NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS 403(B)PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-14115
Total number of particpants at end of year2025-10-14117
Number of Participants With Account Balances2025-10-14117
2024: NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS 403(B)PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-25113
Total number of particpants at end of year2024-09-25115
Number of Participants With Account Balances2024-09-25115

Financial Data on NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS 403(B)PLAN

Measure Date Value
2025 : NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS 403(B)PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-143550356
Net assets as of the end of the plan year2025-10-1433306962
Total assets as of the beginning of the plan year2025-10-1431999155
Value of plan covered by a fidelity bond2025-10-142000000
Participant contributions to plan in this plan year2025-10-14391396
Value of participant loans at end of plan year2025-10-1475576
Other contributions to plan in this plan year2025-10-141893
Other income to plan in this plan year2025-10-143897006
Plan net income in this plan year2025-10-141307807
Net assets as of the end of the plan year2025-10-1433306962
Net assets as of the beginning of the plan year2025-10-1431999155
Employer contributions to plan in this plan year2025-10-14567868
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-14500
2024 : NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS 403(B)PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-252303681
Net assets as of the end of the plan year2024-09-2531999155
Total assets as of the beginning of the plan year2024-09-2519434069
Value of plan covered by a fidelity bond2024-09-252000000
Participant contributions to plan in this plan year2024-09-25368493
Value of participant loans at end of plan year2024-09-2551676
Other contributions to plan in this plan year2024-09-25818281
Other income to plan in this plan year2024-09-2513139500
Plan net income in this plan year2024-09-2512565086
Net assets as of the end of the plan year2024-09-2531999155
Net assets as of the beginning of the plan year2024-09-2519434069
Employer contributions to plan in this plan year2024-09-25542493
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-25375

Potentially related plans

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