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AICUO 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameAICUO 401(K) RETIREMENT PLAN
Plan identification number 001

AICUO 401(K) RETIREMENT PLAN 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.
  • 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

ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES OF OHIO has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES OF OHIO
Employer identification number (EIN):310746875
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AICUO 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01C. TODD JONES2024-08-12
0012022-01-01C. TODD JONES2023-04-11
0012021-01-01C. TODD JONES2022-07-06
0012020-01-01C. TODD JONES2021-04-22 C. TODD JONES2021-04-22
0012019-01-01C. TODD JONES2020-06-22 C. TODD JONES2020-06-22
0012018-01-01C. TODD JONES2019-05-31 C. TODD JONES2019-05-31
0012017-01-01C. TODD JONES2018-06-04
0012016-01-01C. TODD JONES2017-07-28 C. TODD JONES2017-07-28
0012015-01-01CHARLES JONES2016-08-12 CHARLES JONES2016-08-12

Financial Data on AICUO 401(K) RETIREMENT PLAN

Measure Date Value
2025 : AICUO 401(K) RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-0958139
Net assets as of the end of the plan year2025-07-091312379
Total assets as of the beginning of the plan year2025-07-091053347
Value of plan covered by a fidelity bond2025-07-09100000
Participant contributions to plan in this plan year2025-07-0951325
Value of participant loans at end of plan year2025-07-0922000
Other expenses paid from plan in this plan year2025-07-0913610
Other contributions to plan in this plan year2025-07-099401
Other income to plan in this plan year2025-07-09150448
Plan net income in this plan year2025-07-09259032
Net assets as of the end of the plan year2025-07-091312379
Net assets as of the beginning of the plan year2025-07-091053347
Value of contributions failed to transmitted timely2025-07-09285
Employer contributions to plan in this plan year2025-07-09105997
Fees paid to broker by Benefit Provider2025-07-09597
2024 : AICUO 401(K) RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-1212162
Net assets as of the end of the plan year2024-08-121053347
Total assets as of the beginning of the plan year2024-08-12779951
Value of plan covered by a fidelity bond2024-08-12100000
Participant contributions to plan in this plan year2024-08-1252275
Value of participant loans at end of plan year2024-08-122094
Other expenses paid from plan in this plan year2024-08-1211414
Other contributions to plan in this plan year2024-08-12858
Other income to plan in this plan year2024-08-12128972
Plan net income in this plan year2024-08-12273396
Net assets as of the end of the plan year2024-08-121053347
Net assets as of the beginning of the plan year2024-08-12779951
Employer contributions to plan in this plan year2024-08-12103453
Fees paid to broker by Benefit Provider2024-08-12443
2022 : AICUO 401(K) RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-0626550
Net assets as of the end of the plan year2022-07-06792956
Total assets as of the beginning of the plan year2022-07-06588681
Value of plan covered by a fidelity bond2022-07-06100000
Participant contributions to plan in this plan year2022-07-0648215
Value of participant loans at end of plan year2022-07-067125
Other expenses paid from plan in this plan year2022-07-062472
Other income to plan in this plan year2022-07-06102084
Plan net income in this plan year2022-07-06204275
Net assets as of the end of the plan year2022-07-06792956
Net assets as of the beginning of the plan year2022-07-06588681
Employer contributions to plan in this plan year2022-07-0680526
Fees paid to broker by Benefit Provider2022-07-061790

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