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FORM 5500 DATA

Wake Forest University Retirement Plan

Overview

Plan Information

  • Plan Year07/01/2007 — 06/30/2008
  • Date of Plan07/01/1991
  • Net Assets as of 06/30/2008 $0
  • Plan Number1
  • Plan Type Single Employer
  • Is the plan collectively bargained? No
  • Did the plan file for an extension of time or the DFVC Program? No

Participant Information as of 06/30/2008

  • Active (Eligible) Participants0
  • Retired or separated participants receiving benefits0
  • Other retired or separated participants entitled to future benefits0
  • Subtotal0
  • Deceased participants whose beneficiaries are receiving or are entitled to receive benefits0
  • Total0
  • Total number of participants as of 07/01/20070
  • Number of participants with account balances0
  • Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested0
  • Number of participants required to be reported on Schedule SSA0

Expenses

  • Total Benefit Payments$0
  • Corrective Distributions$0
  • Administrative Service Providers$0
  • Other Expenses$0
  • Total Expenses$0
  • Total Transfers$0

Sponsor Information

  • Address1834 Wake Forest Dr
  • CityWinston Salem
  • StateNC
  • Zip27109-8758
  • Telephone(336) 758-7415
  • EIN56-0532138
  • Industry Code611000
  • Named AdministratorMatthew S Cullinan
  • Named Plan SponsorNancy D. Suttenfield

Plan Administrator Information

  • Administrator NameMatthew S Cullinan Vice President for Administration
  • Address1834 Wake Forest Dr
  • CityWinston Salem
  • StateNC
  • Zip27109-8758
  • Telephone(336) 758-3097
  • Administrator EIN56-0532138

Plan Preparer Information

  • Preparer NameAnne E. Davenport, CPA
  • Address1718 Chamelin Rd
  • City Kernersville
  • StateNC
  • Zip27284-0000000
  • Telephone(336) 758-3760
  • Preparer EIN

Benefits Provided Under the Plan

Code Benefit Description
2L Code section 403(b)(1) arrangement A 403(b) plan, also known as a tax-sheltered annuity (TSA) plan, is a retirement plan for certain employees of public schools, employees of certain tax-exempt organizations, and certain ministers.
2M Code section 403(b)(7) accounts A 403(b)(7) plan is a tax-deferred retirement plan often available to employees of public schools or non-profit organizations.

Questions and Answers

Question Answer Amount

Service Providers

Service Providers

There are no service providers listed for this plan.

Investments

Investments

No investments information available for this plan.

Insurance Information

Insurance Information

There are no insurance carriers listed for this plan.