401k Plan data: THE TAFT UNIVERSITY SYSTEM, INC. 401(K) PLAN plan

THE TAFT UNIVERSITY SYSTEM, INC. 401(K) PLAN 401k Plan overview

Plan Name	THE TAFT UNIVERSITY SYSTEM, INC. 401(K) PLAN
Plan identification number	002

THE TAFT UNIVERSITY SYSTEM, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

THE TAFT UNIVERSITY SYSTEM, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE TAFT UNIVERSITY SYSTEM, INC.

Employer identification number (EIN): 953752635

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TAFT UNIVERSITY SYSTEM, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 CHRISTINE BALDWIN 2024-10-08
002 2022-01-01 CHRISTINE BALDWIN 2023-10-13
002 2021-01-01
002 2020-01-01 ROBERT STROUSE 2021-09-16
002 2019-01-01 ROBERT STROUSE 2020-07-16
002 2018-01-01 DAVID BOYD 2019-10-04
002 2017-01-01 DAVID BOYD 2018-10-01
002 2016-01-01 DAVID BOYD 2017-07-07
002 2015-01-01 DAVID BOYD 2016-10-14
002 2015-01-01 DAVID BOYD 2016-09-21
002 2014-01-01 DAVID BOYD 2015-10-06
002 2013-01-01 DAVID BOYD 2014-09-23
002 2012-01-01 DAVID BOYD 2013-11-18
002 2011-01-01 DAVID BOYD 2012-04-13
002 2010-01-01 DAVID BOYD 2011-05-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	CHRISTINE BALDWIN	2024-10-08
002	2022-01-01	CHRISTINE BALDWIN	2023-10-13
002	2021-01-01
002	2020-01-01	ROBERT STROUSE	2021-09-16
002	2019-01-01	ROBERT STROUSE	2020-07-16
002	2018-01-01	DAVID BOYD	2019-10-04
002	2017-01-01	DAVID BOYD	2018-10-01
002	2016-01-01	DAVID BOYD	2017-07-07
002	2015-01-01	DAVID BOYD	2016-10-14
002	2015-01-01	DAVID BOYD	2016-09-21
002	2014-01-01	DAVID BOYD	2015-10-06
002	2013-01-01	DAVID BOYD	2014-09-23
002	2012-01-01	DAVID BOYD	2013-11-18
002	2011-01-01	DAVID BOYD	2012-04-13
002	2010-01-01	DAVID BOYD	2011-05-13

Financial Data on THE TAFT UNIVERSITY SYSTEM, INC. 401(K) PLAN

Measure	Date	Value
2025 : THE TAFT UNIVERSITY SYSTEM, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-10	128538
Net assets as of the end of the plan year	2025-10-10	3968173
Total assets as of the beginning of the plan year	2025-10-10	3749138
Value of plan covered by a fidelity bond	2025-10-10	400000
Participant contributions to plan in this plan year	2025-10-10	42408
Value of participant loans at end of plan year	2025-10-10	32897
Other contributions to plan in this plan year	2025-10-10	156
Other income to plan in this plan year	2025-10-10	271161
Plan net income in this plan year	2025-10-10	219035
Net assets as of the end of the plan year	2025-10-10	3968173
Net assets as of the beginning of the plan year	2025-10-10	3749138
Employer contributions to plan in this plan year	2025-10-10	33848
Fees paid to broker by Benefit Provider	2025-10-10	15023
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-10	997
2024 : THE TAFT UNIVERSITY SYSTEM, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-08	1342324
Net assets as of the end of the plan year	2024-10-08	3749138
Total assets as of the beginning of the plan year	2024-10-08	4680324
Value of plan covered by a fidelity bond	2024-10-08	490000
Participant contributions to plan in this plan year	2024-10-08	65188
Value of participant loans at end of plan year	2024-10-08	63883
Other contributions to plan in this plan year	2024-10-08	2730
Other income to plan in this plan year	2024-10-08	319201
Plan net income in this plan year	2024-10-08	-931186
Net assets as of the end of the plan year	2024-10-08	3749138
Net assets as of the beginning of the plan year	2024-10-08	4680324
Employer contributions to plan in this plan year	2024-10-08	24019
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-08	807
2022 : THE TAFT UNIVERSITY SYSTEM, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-10-10	93788
Net assets as of the end of the plan year	2022-10-10	4813587
Total assets as of the beginning of the plan year	2022-10-10	4551475
Value of plan covered by a fidelity bond	2022-10-10	480000
Participant contributions to plan in this plan year	2022-10-10	91236
Value of participant loans at end of plan year	2022-10-10	20866
Other income to plan in this plan year	2022-10-10	217976
Plan net income in this plan year	2022-10-10	262112
Net assets as of the end of the plan year	2022-10-10	4813587
Net assets as of the beginning of the plan year	2022-10-10	4551475
Employer contributions to plan in this plan year	2022-10-10	46688
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-10	385

Potentially related plans

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Company Name:	THE TAFT UNIVERSITY SYSTEM, INC.
Employer identification number (EIN):	953752635
NAIC Classification:	611000