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OSU FOUNDATION 403(B) TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameOSU FOUNDATION 403(B) TAX SHELTERED ANNUITY PLAN
Plan identification number 002

OSU FOUNDATION 403(B) TAX SHELTERED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='736097060' AND PlanID='002'

401k Sponsoring company profile

OKLAHOMA STATE UNIVERSITY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:OKLAHOMA STATE UNIVERSITY FOUNDATION
Employer identification number (EIN):736097060
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSU FOUNDATION 403(B) TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-07-01DAWN BARNARD2025-01-15 DAWN BARNARD2025-01-15
0022022-07-01DONNA KOEPPE2023-08-17 DONNA KOEPPE2023-08-17
0022021-07-01DONNA KOEPPE2022-08-02
0022020-07-01DONNA KOEPPE2021-08-03
0022019-07-01DONNA KOEPPE2020-08-19
0022018-07-01DONNA KOEPPE2019-08-01
0022017-07-01DONNA KOEPPE2018-07-31
0022016-07-01DONNA KOEPPE2017-08-01
0022015-07-01DONNA KOEPPE2016-09-20
0022014-07-01DONNA KOEPPE2015-08-04
0022013-07-01BRANDON MEYER2014-11-20 BRANDON MEYER2014-11-20
0022012-07-01BRANDON MEYER2014-11-20 BRANDON MEYER2014-11-20
0022011-07-01BRANDON MEYER2013-04-25 BRANDON MEYER2013-04-25
0022010-07-01BRANDON MEYER2013-04-25 BRANDON MEYER2013-04-25

Financial Data on OSU FOUNDATION 403(B) TAX SHELTERED ANNUITY PLAN

Measure Date Value
2025 : OSU FOUNDATION 403(B) TAX SHELTERED ANNUITY PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-01-150
Total liabilities as of the end of the plan year2025-01-150
Total liabilities as of the beginning of the plan year2025-01-150
Total expenses incurred by plan in this plan year2025-01-150
Net assets as of the end of the plan year2025-01-150
Total assets as of the beginning of the plan year2025-01-150
Value of plan covered by a fidelity bond2025-01-152000000
Participant contributions to plan in this plan year2025-01-150
Other expenses paid from plan in this plan year2025-01-150
Other contributions to plan in this plan year2025-01-150
Other income to plan in this plan year2025-01-150
Plan net income in this plan year2025-01-150
Net assets as of the end of the plan year2025-01-150
Net assets as of the beginning of the plan year2025-01-150
Employer contributions to plan in this plan year2025-01-150
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-150
2022 : OSU FOUNDATION 403(B) TAX SHELTERED ANNUITY PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-020
Total liabilities as of the end of the plan year2022-08-020
Total liabilities as of the beginning of the plan year2022-08-020
Total expenses incurred by plan in this plan year2022-08-020
Net assets as of the end of the plan year2022-08-020
Total assets as of the beginning of the plan year2022-08-020
Value of plan covered by a fidelity bond2022-08-022000000
Participant contributions to plan in this plan year2022-08-020
Other expenses paid from plan in this plan year2022-08-020
Other contributions to plan in this plan year2022-08-020
Other income to plan in this plan year2022-08-020
Plan net income in this plan year2022-08-020
Net assets as of the end of the plan year2022-08-020
Net assets as of the beginning of the plan year2022-08-020
Employer contributions to plan in this plan year2022-08-020
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-020

Potentially related plans

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