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UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameUNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING PLAN
Plan identification number 001

UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING 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.
  • 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 VIRGINIA LAW SCHOOL FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION
Employer identification number (EIN):540838566
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01JENNIE JAMES2024-10-31 JENNIE JAMES2024-10-31
0012022-07-01JENNIE A. JAMES2024-01-18 JENNIE A. JAMES2024-01-18
0012021-07-01JENNIE JAMES2023-01-14 JENNIE JAMES2023-01-14
0012020-07-01JENNIE A. JAMES2022-03-22 JENNIE A. JAMES2022-03-22
0012019-07-01JENNIE JAMES2021-02-01 JENNIE JAMES2021-02-01
0012017-07-01JENNIE A. JAMES2019-01-23 JENNIE A. JAMES2019-01-23
0012013-07-01JENNIE A. JAMES2015-01-11
0012012-07-01JENNIE A. JAMES2014-07-17 JENNIE A. JAMES2014-07-17
0012011-07-01JENNIE A JAMES2013-04-13 JENNIE A JAMES2013-04-13
0012010-07-01PHIL CRIGGER2011-12-08 PHIL CRIGGER2011-12-08

Plan Statistics for UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2024: UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-3139
Total number of particpants at end of year2024-10-3139
Number of Participants With Account Balances2024-10-3139
2023: UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING PLAN 2023 401k membership
Total number of particpants at beginning of year2023-01-1434
Total number of particpants at end of year2023-01-1435
Number of Participants With Account Balances2023-01-1435

Financial Data on UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-310
Total expenses incurred by plan in this plan year2024-10-31677374
Net assets as of the end of the plan year2024-10-3110338853
Total assets as of the beginning of the plan year2024-10-318919606
Value of plan covered by a fidelity bond2024-10-3110000000
Participant contributions to plan in this plan year2024-10-31292835
Value of participant loans at end of plan year2024-10-318417
Other contributions to plan in this plan year2024-10-3143
Other income to plan in this plan year2024-10-311334490
Plan net income in this plan year2024-10-311419247
Net assets as of the end of the plan year2024-10-3110338853
Net assets as of the beginning of the plan year2024-10-318919606
Employer contributions to plan in this plan year2024-10-31469253
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-31885
2023 : UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total liabilities as of the beginning of the plan year2023-01-140
Total expenses incurred by plan in this plan year2023-01-14965343
Net assets as of the end of the plan year2023-01-148210919
Total assets as of the beginning of the plan year2023-01-149835081
Value of plan covered by a fidelity bond2023-01-14500000
Participant contributions to plan in this plan year2023-01-14182069
Value of participant loans at end of plan year2023-01-1427527
Other contributions to plan in this plan year2023-01-1499109
Other income to plan in this plan year2023-01-14-1309873
Plan net income in this plan year2023-01-14-1624162
Net assets as of the end of the plan year2023-01-148210919
Net assets as of the beginning of the plan year2023-01-149835081
Employer contributions to plan in this plan year2023-01-14369876
Expensese paid to adminstrative service provicers from plan in this plan year2023-01-14900

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