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UNIVERSITY OF NEW MEXICO FOUNDATION 403B 401k Plan overview

Plan NameUNIVERSITY OF NEW MEXICO FOUNDATION 403B
Plan identification number 001

UNIVERSITY OF NEW MEXICO FOUNDATION 403B 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 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.

401k Sponsoring company profile

THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B). has sponsored the creation of one or more 401k plans.

Company Name:THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B).
Employer identification number (EIN):850275408
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF NEW MEXICO FOUNDATION 403B

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GRETCHEN DOYLE
0012016-01-01GRETCHEN DOYLE
0012015-01-01GRETCHEN DOYLE
0012014-01-01GRETCHEN DOYLE
0012013-01-01GRETCHEN DOYLE
0012012-01-01GRETCHEN MULLEN
0012011-01-01GRETCHEN MULLEN
0012010-01-01GRETCHEN MULLEN
0012009-01-01TOBIE WEBB TOBIE WEBB2010-10-14

Plan Statistics for UNIVERSITY OF NEW MEXICO FOUNDATION 403B

401k plan membership statisitcs for UNIVERSITY OF NEW MEXICO FOUNDATION 403B

Measure Date Value
2022: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2022 401k membership
Total participants, beginning-of-year2022-01-01108
Total number of active participants reported on line 7a of the Form 55002022-01-0191
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01120
Number of participants with account balances2022-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2021 401k membership
Total participants, beginning-of-year2021-01-01100
Total number of active participants reported on line 7a of the Form 55002021-01-0180
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01108
Number of participants with account balances2021-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2020 401k membership
Total participants, beginning-of-year2020-01-0199
Total number of active participants reported on line 7a of the Form 55002020-01-0176
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01100
Number of participants with account balances2020-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2019 401k membership
Total participants, beginning-of-year2019-01-0199
Total number of active participants reported on line 7a of the Form 55002019-01-0174
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0199
Number of participants with account balances2019-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2018 401k membership
Total participants, beginning-of-year2018-01-0199
Total number of active participants reported on line 7a of the Form 55002018-01-0177
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0199
Number of participants with account balances2018-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2017 401k membership
Total participants, beginning-of-year2017-01-0191
Total number of active participants reported on line 7a of the Form 55002017-01-0177
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0199
Number of participants with account balances2017-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2016 401k membership
Total participants, beginning-of-year2016-01-0194
Total number of active participants reported on line 7a of the Form 55002016-01-0177
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0191
Number of participants with account balances2016-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2015 401k membership
Total participants, beginning-of-year2015-01-0189
Total number of active participants reported on line 7a of the Form 55002015-01-0178
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0194
Number of participants with account balances2015-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2014 401k membership
Total participants, beginning-of-year2014-01-0199
Total number of active participants reported on line 7a of the Form 55002014-01-0177
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0189
Number of participants with account balances2014-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2013 401k membership
Total participants, beginning-of-year2013-01-0183
Total number of active participants reported on line 7a of the Form 55002013-01-0181
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0199
Number of participants with account balances2013-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2012 401k membership
Total participants, beginning-of-year2012-01-0185
Total number of active participants reported on line 7a of the Form 55002012-01-0168
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0183
Number of participants with account balances2012-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2011 401k membership
Total participants, beginning-of-year2011-01-0177
Total number of active participants reported on line 7a of the Form 55002011-01-0170
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0185
Number of participants with account balances2011-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2010 401k membership
Total participants, beginning-of-year2010-01-0172
Total number of active participants reported on line 7a of the Form 55002010-01-0172
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0177
Number of participants with account balances2010-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2009 401k membership
Total participants, beginning-of-year2009-01-0169
Total number of active participants reported on line 7a of the Form 55002009-01-0169
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0172
Number of participants with account balances2009-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNIVERSITY OF NEW MEXICO FOUNDATION 403B

Measure Date Value
2022 : UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,475,276
Expenses. Total of all expenses incurred2022-12-31$663,722
Benefits paid (including direct rollovers)2022-12-31$660,817
Total plan assets at end of year2022-12-31$15,569,477
Total plan assets at beginning of year2022-12-31$17,708,475
Value of fidelity bond covering the plan2022-12-31$1,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$758,243
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$42,675
Other income received2022-12-31$-3,073,040
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,138,998
Net plan assets at end of year (total assets less liabilities)2022-12-31$15,569,477
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$17,708,475
Assets. Value of participant loans2022-12-31$161,758
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$796,846
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$2,905
2021 : UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$3,527,720
Expenses. Total of all expenses incurred2021-12-31$808,087
Benefits paid (including direct rollovers)2021-12-31$788,555
Total plan assets at end of year2021-12-31$17,708,475
Total plan assets at beginning of year2021-12-31$14,988,842
Value of fidelity bond covering the plan2021-12-31$1,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$679,342
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$23,811
Other income received2021-12-31$2,113,850
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$2,719,633
Net plan assets at end of year (total assets less liabilities)2021-12-31$17,708,475
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$14,988,842
Assets. Value of participant loans2021-12-31$158,406
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$710,717
Value of certain deemed distributions of participant loans2021-12-31$16,756
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,776
2020 : UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$3,493,473
Expenses. Total of all expenses incurred2020-12-31$333,534
Benefits paid (including direct rollovers)2020-12-31$320,770
Total plan assets at end of year2020-12-31$14,988,842
Total plan assets at beginning of year2020-12-31$11,828,903
Value of fidelity bond covering the plan2020-12-31$1,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$595,022
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$58,106
Other income received2020-12-31$2,150,481
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$3,159,939
Net plan assets at end of year (total assets less liabilities)2020-12-31$14,988,842
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$11,828,903
Assets. Value of participant loans2020-12-31$263,044
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$689,864
Value of certain deemed distributions of participant loans2020-12-31$9,814
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,950
2019 : UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$3,372,307
Expenses. Total of all expenses incurred2019-12-31$380,879
Benefits paid (including direct rollovers)2019-12-31$371,890
Total plan assets at end of year2019-12-31$11,828,903
Total plan assets at beginning of year2019-12-31$8,837,475
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$573,642
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$13,028
Other income received2019-12-31$2,071,023
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,991,428
Net plan assets at end of year (total assets less liabilities)2019-12-31$11,828,903
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,837,475
Assets. Value of participant loans2019-12-31$287,325
Total contributions received or receivable from employer(s)2019-12-31$714,614
Value of certain deemed distributions of participant loans2019-12-31$5,959
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,030
2018 : UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$423,656
Expenses. Total of all expenses incurred2018-12-31$1,122,857
Benefits paid (including direct rollovers)2018-12-31$1,115,418
Total plan assets at end of year2018-12-31$8,837,475
Total plan assets at beginning of year2018-12-31$9,536,676
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$539,136
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$12,247
Other income received2018-12-31$-663,701
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-699,201
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,837,475
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$9,536,676
Assets. Value of participant loans2018-12-31$324,449
Total contributions received or receivable from employer(s)2018-12-31$535,974
Value of certain deemed distributions of participant loans2018-12-31$4,540
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,899
2017 : UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2017 401k financial data
Total income from all sources2017-12-31$2,546,968
Expenses. Total of all expenses incurred2017-12-31$455,433
Benefits paid (including direct rollovers)2017-12-31$444,706
Total plan assets at end of year2017-12-31$9,536,675
Total plan assets at beginning of year2017-12-31$7,445,140
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$496,766
Contributions received from other sources (not participants or employers)2017-12-31$8,778
Other income received2017-12-31$1,386,430
Net income (gross income less expenses)2017-12-31$2,091,535
Net plan assets at end of year (total assets less liabilities)2017-12-31$9,536,675
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,445,140
Assets. Value of participant loans2017-12-31$229,407
Total contributions received or receivable from employer(s)2017-12-31$654,994
Value of certain deemed distributions of participant loans2017-12-31$8,012
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,715
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2016 401k financial data
Total income from all sources2016-12-31$1,610,797
Expenses. Total of all expenses incurred2016-12-31$227,032
Benefits paid (including direct rollovers)2016-12-31$217,066
Total plan assets at end of year2016-12-31$7,445,140
Total plan assets at beginning of year2016-12-31$6,061,375
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$473,463
Contributions received from other sources (not participants or employers)2016-12-31$68,141
Other income received2016-12-31$495,414
Net income (gross income less expenses)2016-12-31$1,383,765
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,445,140
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,061,375
Assets. Value of participant loans2016-12-31$278,149
Total contributions received or receivable from employer(s)2016-12-31$573,779
Value of certain deemed distributions of participant loans2016-12-31$7,123
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,843
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2015 401k financial data
Total income from all sources2015-12-31$946,482
Expenses. Total of all expenses incurred2015-12-31$737,797
Benefits paid (including direct rollovers)2015-12-31$734,919
Total plan assets at end of year2015-12-31$6,061,375
Total plan assets at beginning of year2015-12-31$5,852,690
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$411,401
Other income received2015-12-31$-1,026
Net income (gross income less expenses)2015-12-31$208,685
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,061,375
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,852,690
Assets. Value of participant loans2015-12-31$188,884
Total contributions received or receivable from employer(s)2015-12-31$536,107
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,878
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2014 401k financial data
Total income from all sources2014-12-31$1,483,804
Expenses. Total of all expenses incurred2014-12-31$1,258,359
Benefits paid (including direct rollovers)2014-12-31$1,247,381
Total plan assets at end of year2014-12-31$5,852,690
Total plan assets at beginning of year2014-12-31$5,627,245
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$400,047
Expenses. Other expenses not covered elsewhere2014-12-31$2,845
Contributions received from other sources (not participants or employers)2014-12-31$219,042
Other income received2014-12-31$327,963
Net income (gross income less expenses)2014-12-31$225,445
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,852,690
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,627,245
Assets. Value of participant loans2014-12-31$136,151
Total contributions received or receivable from employer(s)2014-12-31$536,752
Value of certain deemed distributions of participant loans2014-12-31$8,133
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2013 401k financial data
Total income from all sources2013-12-31$1,566,046
Expenses. Total of all expenses incurred2013-12-31$227,452
Benefits paid (including direct rollovers)2013-12-31$224,853
Total plan assets at end of year2013-12-31$5,627,245
Total plan assets at beginning of year2013-12-31$4,288,651
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$378,474
Expenses. Other expenses not covered elsewhere2013-12-31$2,599
Contributions received from other sources (not participants or employers)2013-12-31$10,234
Other income received2013-12-31$743,553
Net income (gross income less expenses)2013-12-31$1,338,594
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,627,245
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,288,651
Assets. Value of participant loans2013-12-31$184,238
Total contributions received or receivable from employer(s)2013-12-31$433,785
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2012 401k financial data
Total income from all sources2012-12-31$1,200,474
Expenses. Total of all expenses incurred2012-12-31$160,291
Benefits paid (including direct rollovers)2012-12-31$157,982
Total plan assets at end of year2012-12-31$4,288,651
Total plan assets at beginning of year2012-12-31$3,248,468
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$363,721
Expenses. Other expenses not covered elsewhere2012-12-31$2,309
Contributions received from other sources (not participants or employers)2012-12-31$46,441
Other income received2012-12-31$424,438
Net income (gross income less expenses)2012-12-31$1,040,183
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,288,651
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,248,468
Assets. Value of participant loans2012-12-31$88,570
Total contributions received or receivable from employer(s)2012-12-31$365,874
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2011 401k financial data
Total income from all sources2011-12-31$604,582
Expenses. Total of all expenses incurred2011-12-31$171,896
Benefits paid (including direct rollovers)2011-12-31$170,099
Total plan assets at end of year2011-12-31$3,248,468
Total plan assets at beginning of year2011-12-31$2,815,782
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$365,367
Expenses. Other expenses not covered elsewhere2011-12-31$1,797
Contributions received from other sources (not participants or employers)2011-12-31$13,110
Other income received2011-12-31$-123,138
Net income (gross income less expenses)2011-12-31$432,686
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,248,468
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,815,782
Assets. Value of participant loans2011-12-31$24,872
Total contributions received or receivable from employer(s)2011-12-31$349,243
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2010 401k financial data
Total income from all sources2010-12-31$1,243,977
Expenses. Total of all expenses incurred2010-12-31$259,698
Benefits paid (including direct rollovers)2010-12-31$257,993
Total plan assets at end of year2010-12-31$2,815,782
Total plan assets at beginning of year2010-12-31$1,831,503
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$445,114
Contributions received from other sources (not participants or employers)2010-12-31$82,893
Other income received2010-12-31$337,448
Net income (gross income less expenses)2010-12-31$984,279
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,815,782
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,831,503
Assets. Value of participant loans2010-12-31$20,673
Total contributions received or receivable from employer(s)2010-12-31$378,522
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,705
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for UNIVERSITY OF NEW MEXICO FOUNDATION 403B

2022: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 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 NEW MEXICO FOUNDATION 403B 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 NEW MEXICO FOUNDATION 403B 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 NEW MEXICO FOUNDATION 403B 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 NEW MEXICO FOUNDATION 403B 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 NEW MEXICO FOUNDATION 403B 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
2010: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY OF NEW MEXICO FOUNDATION 403B 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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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