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UNIVERSITY OF VIRGINIA PATENT FOUNDATION 403B RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSITY OF VIRGINIA PATENT FOUNDATION 403B RETIREMENT PLAN
Plan identification number 001

UNIVERSITY OF VIRGINIA PATENT FOUNDATION 403B RETIREMENT 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

UNIVERSITY OF VIRGINIA PATENT FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF VIRGINIA PATENT FOUNDATION
Employer identification number (EIN):541045487
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF VIRGINIA PATENT FOUNDATION 403B RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01RICHARD CHYLLA2024-05-21
0012022-07-01RICHARD CHYLLA2023-09-18
0012021-07-01RICHARD CHYLLA2022-10-18
0012021-07-01RICHARD CHYLLA2022-10-18
0012021-07-01RICHARD CHYLLA2022-10-18
0012020-07-01RICHARD CHYLLA2022-04-07
0012019-07-01CLAUDINE WISPELWEY2021-01-29
0012017-07-01LINDSAY CLARK2018-10-26 CLAUDINE WISPELWEY2018-11-15
0012015-07-01LINDSAY CLARK2017-02-01 CLAUDINE WISPELWEY2017-02-01
0012013-07-01CINDY KIDD2015-03-18 CINDY KIDD2015-03-18
0012012-07-01CINDY KIDD2014-01-17 CINDY KIDD2014-01-17
0012011-07-01V. LYNN PILLOW2012-10-02 V. LYNN PILLOW2012-10-02
0012010-07-01V. LYNN PILLOW2012-02-21 V. LYNN PILLOW2012-02-21

Plan Statistics for UNIVERSITY OF VIRGINIA PATENT FOUNDATION 403B RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSITY OF VIRGINIA PATENT FOUNDATION 403B RETIREMENT PLAN

Measure Date Value
2025: UNIVERSITY OF VIRGINIA PATENT FOUNDATION 403B RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-2329
Total number of particpants at end of year2025-05-2329
Number of Participants With Account Balances2025-05-2329
2024: UNIVERSITY OF VIRGINIA PATENT FOUNDATION 403B RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-2128
Total number of particpants at end of year2024-05-2129
Number of Participants With Account Balances2024-05-2128

Financial Data on UNIVERSITY OF VIRGINIA PATENT FOUNDATION 403B RETIREMENT PLAN

Measure Date Value
2025 : UNIVERSITY OF VIRGINIA PATENT FOUNDATION 403B RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-05-230
Total liabilities as of the beginning of the plan year2025-05-230
Total expenses incurred by plan in this plan year2025-05-2314179
Net assets as of the end of the plan year2025-05-236528667
Total assets as of the beginning of the plan year2025-05-235309574
Value of plan covered by a fidelity bond2025-05-23390000
Participant contributions to plan in this plan year2025-05-23187489
Other expenses paid from plan in this plan year2025-05-230
Other contributions to plan in this plan year2025-05-230
Other income to plan in this plan year2025-05-23825160
Plan net income in this plan year2025-05-231219093
Net assets as of the end of the plan year2025-05-236528667
Net assets as of the beginning of the plan year2025-05-235309574
Employer contributions to plan in this plan year2025-05-23220623
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2340
2024 : UNIVERSITY OF VIRGINIA PATENT FOUNDATION 403B RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-05-210
Total liabilities as of the beginning of the plan year2024-05-210
Total expenses incurred by plan in this plan year2024-05-210
Net assets as of the end of the plan year2024-05-215309574
Total assets as of the beginning of the plan year2024-05-214814771
Value of plan covered by a fidelity bond2024-05-21390000
Participant contributions to plan in this plan year2024-05-2173201
Other expenses paid from plan in this plan year2024-05-210
Other contributions to plan in this plan year2024-05-210
Other income to plan in this plan year2024-05-21320623
Plan net income in this plan year2024-05-21494803
Net assets as of the end of the plan year2024-05-215309574
Net assets as of the beginning of the plan year2024-05-214814771
Employer contributions to plan in this plan year2024-05-21100979
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-210

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