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UNIVERSITY OF MANAGEMENT AND T 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameUNIVERSITY OF MANAGEMENT AND T 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

UNIVERSITY OF MANAGEMENT AND T 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.
  • 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 MANAGEMENT AND T has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF MANAGEMENT AND T
Employer identification number (EIN):541881450
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF MANAGEMENT AND T 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01YANPING CHEN2024-08-25
0012022-01-01YANPING CHEN2023-08-29
0012021-01-01YANPING CHEN2022-07-14
0012020-01-01YANPING CHEN2021-09-16
0012019-01-01YANPING CHEN2020-04-24
0012018-01-01YANPING CHEN2019-05-03
0012017-01-01YANPING CHEN2018-07-19
0012016-01-01YANPING CHEN2017-09-29
0012014-01-01YANPING CHEN2015-10-03
0012013-01-01YANPING CHEN2014-10-03
0012012-01-01UNIVERSITY OF MANAGEMENT AND T2013-10-02
0012011-01-01UNIVERSITY OF MANAGEMENT AND T2012-07-31
0012010-01-01UNIVERSITY OF MANAGEMENT AND T2011-10-06

Plan Statistics for UNIVERSITY OF MANAGEMENT AND T 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for UNIVERSITY OF MANAGEMENT AND T 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: UNIVERSITY OF MANAGEMENT AND T 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-10-0815
Total number of particpants at end of year2025-10-0816
Number of Participants With Account Balances2025-10-0815
2024: UNIVERSITY OF MANAGEMENT AND T 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-08-2516
Total number of particpants at end of year2024-08-2515
Number of Participants With Account Balances2024-08-2514

Financial Data on UNIVERSITY OF MANAGEMENT AND T 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : UNIVERSITY OF MANAGEMENT AND T 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-080
Total liabilities as of the end of the plan year2025-10-080
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-081185
Net assets as of the end of the plan year2025-10-083016078
Total assets as of the beginning of the plan year2025-10-082348630
Value of plan covered by a fidelity bond2025-10-08234863
Participant contributions to plan in this plan year2025-10-0831441
Other expenses paid from plan in this plan year2025-10-080
Other contributions to plan in this plan year2025-10-08630
Other income to plan in this plan year2025-10-08611191
Plan net income in this plan year2025-10-08667448
Net assets as of the end of the plan year2025-10-083016078
Net assets as of the beginning of the plan year2025-10-082348630
Employer contributions to plan in this plan year2025-10-0825371
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-08145
2024 : UNIVERSITY OF MANAGEMENT AND T 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-250
Total liabilities as of the end of the plan year2024-08-250
Total liabilities as of the beginning of the plan year2024-08-250
Total expenses incurred by plan in this plan year2024-08-25216332
Net assets as of the end of the plan year2024-08-252348630
Total assets as of the beginning of the plan year2024-08-251831055
Value of plan covered by a fidelity bond2024-08-25183106
Participant contributions to plan in this plan year2024-08-2533356
Other expenses paid from plan in this plan year2024-08-250
Other contributions to plan in this plan year2024-08-25140177
Other income to plan in this plan year2024-08-25540912
Plan net income in this plan year2024-08-25517575
Net assets as of the end of the plan year2024-08-252348630
Net assets as of the beginning of the plan year2024-08-251831055
Employer contributions to plan in this plan year2024-08-2519462
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-25270

Potentially related plans

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