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NUARI DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameNUARI DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

NUARI DEFINED CONTRIBUTION RETIREMENT PLAN 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(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.
  • 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

NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES, LTD has sponsored the creation of one or more 401k plans.

Company Name:NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES, LTD
Employer identification number (EIN):061669185
NAIC Classification:541700

Additional information about NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES, LTD

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 1171601

More information about NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES, LTD

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NUARI DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ERIC BRAMAN2013-04-18 ERIC BRAMAN2013-04-18
0012011-01-01ERIC BRAMAN2012-04-09 ERIC BRAMAN2012-04-09
0012010-01-01ERIC BRAMAN2011-05-09 ERIC BRAMAN2011-05-09

Financial Data on NUARI DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2025 : NUARI DEFINED CONTRIBUTION RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-250
Total liabilities as of the beginning of the plan year2025-07-250
Total expenses incurred by plan in this plan year2025-07-25331730
Net assets as of the end of the plan year2025-07-253898738
Total assets as of the beginning of the plan year2025-07-253407217
Value of plan covered by a fidelity bond2025-07-25500000
Participant contributions to plan in this plan year2025-07-25257922
Other expenses paid from plan in this plan year2025-07-250
Other contributions to plan in this plan year2025-07-250
Other income to plan in this plan year2025-07-25378318
Plan net income in this plan year2025-07-25491521
Net assets as of the end of the plan year2025-07-253898738
Net assets as of the beginning of the plan year2025-07-253407217
Employer contributions to plan in this plan year2025-07-25187011
Fees paid to broker by Benefit Provider2025-07-2580
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-251803
2024 : NUARI DEFINED CONTRIBUTION RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total liabilities as of the end of the plan year2024-07-230
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-23197195
Net assets as of the end of the plan year2024-07-233407217
Total assets as of the beginning of the plan year2024-07-232793768
Value of plan covered by a fidelity bond2024-07-23500000
Participant contributions to plan in this plan year2024-07-23231483
Other expenses paid from plan in this plan year2024-07-230
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-23410197
Plan net income in this plan year2024-07-23613449
Net assets as of the end of the plan year2024-07-233407217
Net assets as of the beginning of the plan year2024-07-232793768
Employer contributions to plan in this plan year2024-07-23168964
Fees paid to broker by Benefit Provider2024-07-2330
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-23996
2022 : NUARI DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-09-300
Total expenses incurred by plan in this plan year2022-09-3075279
Net assets as of the end of the plan year2022-09-302740093
Total assets as of the beginning of the plan year2022-09-302132310
Value of plan covered by a fidelity bond2022-09-30500000
Participant contributions to plan in this plan year2022-09-30242424
Other expenses paid from plan in this plan year2022-09-300
Other contributions to plan in this plan year2022-09-303679
Other income to plan in this plan year2022-09-30266358
Plan net income in this plan year2022-09-30607783
Net assets as of the end of the plan year2022-09-302740093
Net assets as of the beginning of the plan year2022-09-302132310
Employer contributions to plan in this plan year2022-09-30170601
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-301328

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