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UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameUNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST
Plan identification number 001

UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 LOUISIANA LAFAYETTE FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION
Employer identification number (EIN):726023836
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KRIS FOSTER2024-03-04
0012021-01-01KRIS FOSTER2022-07-26
0012020-01-01KRIS FOSTER2021-07-19
0012019-01-01COLETTE BILLEAUD2020-07-15
0012018-01-01COLETTE BILLEAUD2019-07-26
0012017-01-01COLETTE BILLEAUD2018-07-30 COLETTE BILLEAUD2018-07-30
0012016-01-01COLETTE BILLEAUD COLETTE BILLEAUD2017-06-14
0012015-01-01COLETTE BILLEAUD COLETTE BILLEAUD2016-07-21
0012014-01-01COLETTE BILLEAUD COLETTE BILLEAUD2015-07-02
0012013-01-01JULIE FALGOUT JULIE FALGOUT2014-06-17
0012012-01-01JULIE FALGOUT JULIE FALGOUT2013-06-04
0012011-01-01JULIE FALGOUT JULIE FALGOUT2012-06-28
0012009-01-01JULIE BOLTON FALGOUT JULIE BOLTON FALGOUT2010-07-26

Plan Statistics for UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST

Measure Date Value
2016: UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0116
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0117
Number of participants with account balances2016-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0115
Number of participants with account balances2015-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0114
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST

Measure Date Value
2016 : UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$76,221
Expenses. Total of all expenses incurred2016-12-31$1,704
Benefits paid (including direct rollovers)2016-12-31$1,147
Total plan assets at end of year2016-12-31$323,612
Total plan assets at beginning of year2016-12-31$249,095
Total contributions received or receivable from participants2016-12-31$23,510
Contributions received from other sources (not participants or employers)2016-12-31$1,714
Other income received2016-12-31$20,042
Net income (gross income less expenses)2016-12-31$74,517
Net plan assets at end of year (total assets less liabilities)2016-12-31$323,612
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$249,095
Total contributions received or receivable from employer(s)2016-12-31$30,955
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$557
2015 : UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$44,142
Expenses. Total of all expenses incurred2015-12-31$3,266
Benefits paid (including direct rollovers)2015-12-31$2,746
Total plan assets at end of year2015-12-31$249,095
Total plan assets at beginning of year2015-12-31$208,219
Total contributions received or receivable from participants2015-12-31$18,648
Other income received2015-12-31$-4,140
Net income (gross income less expenses)2015-12-31$40,876
Net plan assets at end of year (total assets less liabilities)2015-12-31$249,095
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$208,219
Total contributions received or receivable from employer(s)2015-12-31$29,634
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$520
2014 : UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$53,420
Expenses. Total of all expenses incurred2014-12-31$18,637
Benefits paid (including direct rollovers)2014-12-31$18,347
Total plan assets at end of year2014-12-31$208,219
Total plan assets at beginning of year2014-12-31$173,436
Total contributions received or receivable from participants2014-12-31$20,167
Other income received2014-12-31$11,337
Net income (gross income less expenses)2014-12-31$34,783
Net plan assets at end of year (total assets less liabilities)2014-12-31$208,219
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$173,436
Total contributions received or receivable from employer(s)2014-12-31$21,916
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$290
2013 : UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$64,051
Expenses. Total of all expenses incurred2013-12-31$22,760
Benefits paid (including direct rollovers)2013-12-31$22,311
Total plan assets at end of year2013-12-31$173,436
Total plan assets at beginning of year2013-12-31$132,145
Total contributions received or receivable from participants2013-12-31$19,311
Other income received2013-12-31$24,303
Net income (gross income less expenses)2013-12-31$41,291
Net plan assets at end of year (total assets less liabilities)2013-12-31$173,436
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$132,145
Total contributions received or receivable from employer(s)2013-12-31$20,437
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$449
2012 : UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$40,935
Expenses. Total of all expenses incurred2012-12-31$379
Total plan assets at end of year2012-12-31$132,145
Total plan assets at beginning of year2012-12-31$91,589
Total contributions received or receivable from participants2012-12-31$14,901
Other income received2012-12-31$9,311
Net income (gross income less expenses)2012-12-31$40,556
Net plan assets at end of year (total assets less liabilities)2012-12-31$132,145
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$91,589
Total contributions received or receivable from employer(s)2012-12-31$16,723
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$379
2011 : UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$25,631
Expenses. Total of all expenses incurred2011-12-31$327
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$91,589
Total plan assets at beginning of year2011-12-31$66,285
Total contributions received or receivable from participants2011-12-31$13,620
Other income received2011-12-31$-2,930
Net income (gross income less expenses)2011-12-31$25,304
Net plan assets at end of year (total assets less liabilities)2011-12-31$91,589
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$66,285
Total contributions received or receivable from employer(s)2011-12-31$14,941
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$327
2010 : UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$34,586
Expenses. Total of all expenses incurred2010-12-31$429
Total plan assets at end of year2010-12-31$66,285
Total plan assets at beginning of year2010-12-31$32,128
Total contributions received or receivable from participants2010-12-31$14,001
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$5,582
Net income (gross income less expenses)2010-12-31$34,157
Net plan assets at end of year (total assets less liabilities)2010-12-31$66,285
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$32,128
Total contributions received or receivable from employer(s)2010-12-31$15,003
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$429

Form 5500 Responses for UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST

2016: UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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