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THE UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION RETIREMENT PLAN 401k Plan overview

Plan NameTHE UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION RETIREMENT PLAN
Plan identification number 002

THE UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

THE UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION
Employer identification number (EIN):631206956
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01SHELBY SMITH2023-10-02
0022021-01-01SHELBY SMITH2022-10-04
0022020-01-01RODRENA BUSH2021-10-05
0022019-01-01RODRENA BUSH2021-10-05
0022018-01-01RODRENA BUSH2021-10-05
0022017-01-01CASSANDRA PAGE2018-10-04 CASSANDRA PAGE2018-10-04
0022017-01-01RODRENA BUSH2021-10-05
0022016-01-01CASSANDRA PAGE2017-11-01 CASSANDRA PAGE2017-11-01
0022015-01-01CASSANDRA PAGE2017-11-01 CASSANDRA PAGE2017-11-01
0022014-01-01CASSANDRA PAGE2015-10-01 CASSANDRA PAGE2015-10-01
0022013-01-01CASSANDRA PAGE2014-10-10 CASSANDRA PAGE2014-10-10
0022012-01-01CASSANDRA PAGE2013-10-02 CASSANDRA PAGE2013-10-02
0022011-01-01CASSANDRA PAGE2012-10-01 CASSANDRA PAGE2012-10-01
0022010-01-01CASSANDRA PAGE2011-10-06 CASSANDRA PAGE2011-10-06

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