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UNIVERSITY OF SOUTH ALABAMA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSITY OF SOUTH ALABAMA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

UNIVERSITY OF SOUTH ALABAMA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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 SOUTH ALABAMA FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF SOUTH ALABAMA FOUNDATION
Employer identification number (EIN):636065809
NAIC Classification:611000

Additional information about UNIVERSITY OF SOUTH ALABAMA FOUNDATION

Jurisdiction of Incorporation: Mississippi Secretary of State
Incorporation Date:
Company Identification Number: 593194

More information about UNIVERSITY OF SOUTH ALABAMA FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF SOUTH ALABAMA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MAXEY ROBERTS2024-07-23
0012022-01-01MAXEY ROBERTS2023-06-13
0012021-01-01MAXEY ROBERTS2022-05-17
0012020-01-01MAXEY ROBERTS2021-07-26
0012019-01-01MAXEY ROBERTS2020-06-29
0012018-01-01MAXEY ROBERTS2019-07-15
0012017-01-01MAXEY ROBERTS2018-07-24
0012016-01-01MAXEY ROBERTS2017-07-18
0012015-01-01MAXEY ROBERTS2016-07-12
0012014-01-01MAXEY ROBERTS2015-06-02
0012013-01-01MAXEY ROBERTS2014-07-08
0012012-01-01MAXEY ROBERTS2013-07-22
0012011-01-01MAXEY ROBERTS2012-07-30
0012010-01-01MAXEY ROBERTS2011-07-26

Financial Data on UNIVERSITY OF SOUTH ALABAMA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2025 : UNIVERSITY OF SOUTH ALABAMA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-0848307
Net assets as of the end of the plan year2025-07-087429202
Total assets as of the beginning of the plan year2025-07-086005924
Participant contributions to plan in this plan year2025-07-0862458
Other income to plan in this plan year2025-07-081221753
Plan net income in this plan year2025-07-081423278
Net assets as of the end of the plan year2025-07-087429202
Net assets as of the beginning of the plan year2025-07-086005924
Employer contributions to plan in this plan year2025-07-08187374
2024 : UNIVERSITY OF SOUTH ALABAMA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-23302747
Net assets as of the end of the plan year2024-07-236005924
Total assets as of the beginning of the plan year2024-07-234838422
Participant contributions to plan in this plan year2024-07-2366665
Other income to plan in this plan year2024-07-231203589
Plan net income in this plan year2024-07-231167502
Net assets as of the end of the plan year2024-07-236005924
Net assets as of the beginning of the plan year2024-07-234838422
Employer contributions to plan in this plan year2024-07-23199995

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