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| Plan Name | UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | UNIVERSITY OF VIRGINIA FOUNDATION |
| Employer identification number (EIN): | 541682176 |
| NAIC Classification: | 531390 |
| NAIC Description: | Other Activities Related to Real Estate |
Additional information about UNIVERSITY OF VIRGINIA FOUNDATION
| Jurisdiction of Incorporation: | Virginia Secretary of State |
| Incorporation Date: | 1993-06-03 |
| Company Identification Number: | 0410480 |
| Legal Registered Office Address: |
PO BOX 400218 1 BOARS HEAD POINTE / PO BOX 400218 CHARLOTTESVILLE United States of America (USA) 22904-4218 |
More information about UNIVERSITY OF VIRGINIA FOUNDATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | ||||
| 001 | 2013-01-01 | TIM R. ROSE | 2014-07-24 | ||
| 001 | 2012-07-01 | TIM R. ROSE | 2013-07-10 | ||
| 001 | 2011-07-01 | TIM R. ROSE | 2013-04-09 | ||
| 001 | 2010-07-01 | PATRICK J. MCCANN | 2012-04-13 |
| Measure | Date | Value |
|---|---|---|
| 2025: UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-04-30 | 50 |
| Total number of particpants at end of year | 2025-04-30 | 49 |
| Number of Participants With Account Balances | 2025-04-30 | 49 |
| 2024: UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-05-17 | 48 |
| Total number of particpants at end of year | 2024-05-17 | 50 |
| Number of Participants With Account Balances | 2024-05-17 | 48 |
| 2022: UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-05-10 | 45 |
| Total number of particpants at end of year | 2022-05-10 | 45 |
| Number of Participants With Account Balances | 2022-05-10 | 45 |
| Measure | Date | Value |
|---|---|---|
| 2025 : UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-04-30 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-30 | 321652 |
| Net assets as of the end of the plan year | 2025-04-30 | 23072652 |
| Total assets as of the beginning of the plan year | 2025-04-30 | 19617051 |
| Value of plan covered by a fidelity bond | 2025-04-30 | 1000000 |
| Participant contributions to plan in this plan year | 2025-04-30 | 447787 |
| Value of participant loans at end of plan year | 2025-04-30 | 8055 |
| Other expenses paid from plan in this plan year | 2025-04-30 | 0 |
| Other contributions to plan in this plan year | 2025-04-30 | 212825 |
| Other income to plan in this plan year | 2025-04-30 | 2506804 |
| Plan net income in this plan year | 2025-04-30 | 3455601 |
| Net assets as of the end of the plan year | 2025-04-30 | 23072652 |
| Net assets as of the beginning of the plan year | 2025-04-30 | 19617051 |
| Employer contributions to plan in this plan year | 2025-04-30 | 609837 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-30 | 8164 |
| 2024 : UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-05-17 | 287672 |
| Net assets as of the end of the plan year | 2024-05-17 | 19617051 |
| Total assets as of the beginning of the plan year | 2024-05-17 | 16234469 |
| Value of plan covered by a fidelity bond | 2024-05-17 | 1000000 |
| Participant contributions to plan in this plan year | 2024-05-17 | 404553 |
| Other income to plan in this plan year | 2024-05-17 | 2703649 |
| Plan net income in this plan year | 2024-05-17 | 3382582 |
| Net assets as of the end of the plan year | 2024-05-17 | 19617051 |
| Net assets as of the beginning of the plan year | 2024-05-17 | 16234469 |
| Employer contributions to plan in this plan year | 2024-05-17 | 562052 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-17 | 50 |
| 2022 : UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-05-10 | 392706 |
| Net assets as of the end of the plan year | 2022-05-10 | 18127591 |
| Total assets as of the beginning of the plan year | 2022-05-10 | 15660433 |
| Value of plan covered by a fidelity bond | 2022-05-10 | 1000000 |
| Participant contributions to plan in this plan year | 2022-05-10 | 286193 |
| Other income to plan in this plan year | 2022-05-10 | 2152319 |
| Plan net income in this plan year | 2022-05-10 | 2467158 |
| Net assets as of the end of the plan year | 2022-05-10 | 18127591 |
| Net assets as of the beginning of the plan year | 2022-05-10 | 15660433 |
| Employer contributions to plan in this plan year | 2022-05-10 | 421352 |