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UNIVERSITY OF SOUTH CAROLINA ALUMNI ASSOCIATION 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSITY OF SOUTH CAROLINA ALUMNI ASSOCIATION 403(B) RETIREMENT PLAN
Plan identification number 001

UNIVERSITY OF SOUTH CAROLINA ALUMNI ASSOCIATION 403(B) 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.
  • 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 SOUTH has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF SOUTH
Employer identification number (EIN):570642395
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF SOUTH CAROLINA ALUMNI ASSOCIATION 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAMALA COPE2024-10-15 PAMALA COPE2024-10-15
0012022-01-01KIMBERLY ELLIOTT2023-10-06 KIMBERLY ELLIOTT2023-10-06
0012021-01-01KIMBERLY ELLIOTT2022-10-07 KIMBERLY ELLIOTT2022-10-07
0012020-01-01ELIZABETH MUTH2021-10-15 ELIZABETH MUTH2021-10-15

Financial Data on UNIVERSITY OF SOUTH CAROLINA ALUMNI ASSOCIATION 403(B) RETIREMENT PLAN

Measure Date Value
2024 : UNIVERSITY OF SOUTH CAROLINA ALUMNI ASSOCIATION 403(B) RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-1527920
Net assets as of the end of the plan year2024-10-15591551
Total assets as of the beginning of the plan year2024-10-15337741
Value of plan covered by a fidelity bond2024-10-151000000
Participant contributions to plan in this plan year2024-10-1574505
Value of participant loans at end of plan year2024-10-152530
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-1558102
Other income to plan in this plan year2024-10-1578515
Plan net income in this plan year2024-10-15253810
Net assets as of the end of the plan year2024-10-15591551
Net assets as of the beginning of the plan year2024-10-15337741
Employer contributions to plan in this plan year2024-10-1570608
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-152635
2022 : UNIVERSITY OF SOUTH CAROLINA ALUMNI ASSOCIATION 403(B) RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-070
Total liabilities as of the end of the plan year2022-10-070
Total liabilities as of the beginning of the plan year2022-10-070
Total expenses incurred by plan in this plan year2022-10-0772807
Net assets as of the end of the plan year2022-10-07279165
Total assets as of the beginning of the plan year2022-10-07220702
Value of plan covered by a fidelity bond2022-10-07250000
Participant contributions to plan in this plan year2022-10-0749193
Value of participant loans at end of plan year2022-10-074913
Other expenses paid from plan in this plan year2022-10-070
Other contributions to plan in this plan year2022-10-070
Other income to plan in this plan year2022-10-0733939
Plan net income in this plan year2022-10-0758463
Net assets as of the end of the plan year2022-10-07279165
Net assets as of the beginning of the plan year2022-10-07220702
Employer contributions to plan in this plan year2022-10-0748138
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-071496

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