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UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN
Plan identification number 001

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

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01TIM R. ROSE2014-07-24
0012012-07-01TIM R. ROSE2013-07-10
0012011-07-01TIM R. ROSE2013-04-09
0012010-07-01PATRICK J. MCCANN2012-04-13

Plan Statistics for UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN

Measure Date Value
2025: UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-3050
Total number of particpants at end of year2025-04-3049
Number of Participants With Account Balances2025-04-3049
2024: UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-1748
Total number of particpants at end of year2024-05-1750
Number of Participants With Account Balances2024-05-1748
2022: UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-1045
Total number of particpants at end of year2022-05-1045
Number of Participants With Account Balances2022-05-1045

Financial Data on UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN

Measure Date Value
2025 : UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-300
Total liabilities as of the end of the plan year2025-04-300
Total liabilities as of the beginning of the plan year2025-04-300
Total expenses incurred by plan in this plan year2025-04-30321652
Net assets as of the end of the plan year2025-04-3023072652
Total assets as of the beginning of the plan year2025-04-3019617051
Value of plan covered by a fidelity bond2025-04-301000000
Participant contributions to plan in this plan year2025-04-30447787
Value of participant loans at end of plan year2025-04-308055
Other expenses paid from plan in this plan year2025-04-300
Other contributions to plan in this plan year2025-04-30212825
Other income to plan in this plan year2025-04-302506804
Plan net income in this plan year2025-04-303455601
Net assets as of the end of the plan year2025-04-3023072652
Net assets as of the beginning of the plan year2025-04-3019617051
Employer contributions to plan in this plan year2025-04-30609837
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-308164
2024 : UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-17287672
Net assets as of the end of the plan year2024-05-1719617051
Total assets as of the beginning of the plan year2024-05-1716234469
Value of plan covered by a fidelity bond2024-05-171000000
Participant contributions to plan in this plan year2024-05-17404553
Other income to plan in this plan year2024-05-172703649
Plan net income in this plan year2024-05-173382582
Net assets as of the end of the plan year2024-05-1719617051
Net assets as of the beginning of the plan year2024-05-1716234469
Employer contributions to plan in this plan year2024-05-17562052
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-1750
2022 : UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-10392706
Net assets as of the end of the plan year2022-05-1018127591
Total assets as of the beginning of the plan year2022-05-1015660433
Value of plan covered by a fidelity bond2022-05-101000000
Participant contributions to plan in this plan year2022-05-10286193
Other income to plan in this plan year2022-05-102152319
Plan net income in this plan year2022-05-102467158
Net assets as of the end of the plan year2022-05-1018127591
Net assets as of the beginning of the plan year2022-05-1015660433
Employer contributions to plan in this plan year2022-05-10421352

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