Logo

UNIVERSITY OF MARY WASHINGTON FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameUNIVERSITY OF MARY WASHINGTON FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

UNIVERSITY OF MARY WASHINGTON FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 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 MARY WASHINGTON has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF MARY WASHINGTON
Employer identification number (EIN):540169627
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF MARY WASHINGTON FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHANNON WILLIAMS2024-07-11
0012022-01-01GREGORY BRANNER2023-07-25
0012021-01-01GREGORY BRANNER2022-07-20
0012020-01-01GREGORY A. BRANNER2021-07-29
0012019-01-01GREGORY A. BRANNER2020-07-24
0012018-01-01GREGORY A. BRANNER, CFO TREASURER2019-07-24
0012017-01-01GREGORY BRANNER2018-07-24
0012016-01-01GREGORY BRANNER2017-07-12
0012015-01-01GREGORY BRANNER2016-07-18

Plan Statistics for UNIVERSITY OF MARY WASHINGTON FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for UNIVERSITY OF MARY WASHINGTON FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: UNIVERSITY OF MARY WASHINGTON FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-09-302
Total number of particpants at end of year2025-09-300
Number of Participants With Account Balances2025-09-300
Total number of particpants at beginning of year2025-06-235
Total number of particpants at end of year2025-06-232
Number of Participants With Account Balances2025-06-232
2024: UNIVERSITY OF MARY WASHINGTON FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-116
Total number of particpants at end of year2024-07-115
Number of Participants With Account Balances2024-07-115

Financial Data on UNIVERSITY OF MARY WASHINGTON FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : UNIVERSITY OF MARY WASHINGTON FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-300
Total liabilities as of the end of the plan year2025-09-300
Total liabilities as of the beginning of the plan year2025-09-300
Total expenses incurred by plan in this plan year2025-09-30477236
Net assets as of the end of the plan year2025-09-300
Total assets as of the beginning of the plan year2025-09-30446484
Value of plan covered by a fidelity bond2025-09-3050000
Participant contributions to plan in this plan year2025-09-300
Other expenses paid from plan in this plan year2025-09-300
Other contributions to plan in this plan year2025-09-300
Other income to plan in this plan year2025-09-3030752
Plan net income in this plan year2025-09-30-446484
Net assets as of the end of the plan year2025-09-300
Net assets as of the beginning of the plan year2025-09-30446484
Employer contributions to plan in this plan year2025-09-300
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-30150
Total transfers to/from plan in this plan year2025-06-230
Total liabilities as of the end of the plan year2025-06-230
Total liabilities as of the beginning of the plan year2025-06-230
Total expenses incurred by plan in this plan year2025-06-23895150
Net assets as of the end of the plan year2025-06-23446484
Total assets as of the beginning of the plan year2025-06-231119538
Value of plan covered by a fidelity bond2025-06-23111954
Participant contributions to plan in this plan year2025-06-236693
Other expenses paid from plan in this plan year2025-06-230
Other contributions to plan in this plan year2025-06-230
Other income to plan in this plan year2025-06-23158811
Plan net income in this plan year2025-06-23-673054
Net assets as of the end of the plan year2025-06-23446484
Net assets as of the beginning of the plan year2025-06-231119538
Employer contributions to plan in this plan year2025-06-2356592
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-235128
2024 : UNIVERSITY OF MARY WASHINGTON FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-110
Total liabilities as of the end of the plan year2024-07-110
Total liabilities as of the beginning of the plan year2024-07-110
Total expenses incurred by plan in this plan year2024-07-1182726
Net assets as of the end of the plan year2024-07-111119538
Total assets as of the beginning of the plan year2024-07-11983026
Value of plan covered by a fidelity bond2024-07-1198303
Participant contributions to plan in this plan year2024-07-1124732
Other expenses paid from plan in this plan year2024-07-110
Other contributions to plan in this plan year2024-07-110
Other income to plan in this plan year2024-07-11153011
Plan net income in this plan year2024-07-11136512
Net assets as of the end of the plan year2024-07-111119538
Net assets as of the beginning of the plan year2024-07-11983026
Employer contributions to plan in this plan year2024-07-1141495
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-116522

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup