University of Minnesota Foundation Investment Advisors

Minnesota
Registered In
06/18/1998
Incorp. Date

Company Summary

University of Minnesota Foundation Investment Advisors in Minnesota was registered on 06/18/1998. The status for this business is listed as active / in good standing.

Overview

Registered In
Minnesota
Incorporation Date
Company Type
Nonprofit Corporation (Domestic)
Status
Active / in Good Standing
Registration Type
Domestic
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Financials

Financial Information for University of Minnesota Foundation Investment Advisors

Form 5500

UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS

420 N 5th Street, Suite 650, Minneapolis, Mn 55401 (612) 767-1252 EIN:41-1931343 Plan Admin:David Walkosz
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameUNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY9 / 11 Assets BOY/EOY$4,481,985 / $5,150,870 2022 UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN - Plan #002 9 / 11 $4,481,985 / $5,150,870
2021 Plan NameUNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY8 / 9 Assets BOY/EOY$4,480,551 / $4,481,985 2021 UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN - Plan #002 8 / 9 $4,480,551 / $4,481,985
2020 Plan NameUNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$3,642,410 / $4,480,551 2020 UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN - Plan #002 8 / 8 $3,642,410 / $4,480,551
2019 Plan NameUNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY7 / 8 Assets BOY/EOY$3,278,580 / $3,642,410 2019 UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN - Plan #002 7 / 8 $3,278,580 / $3,642,410
Benefit & Retirement Plans based on Form 5500.
Form 990

UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS

420 N 5th ST STE 650, Minneapolis, Mn 55401-2311 EIN:41-1931343 Deductibility:Contributions are deductible Classification:Educational Organization Type:Single Organization Support
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps9 Contributions$0 Revenue$5,244,210 Expenses$5,244,210 Assets EOY$2,748,098 Liabilities$2,541,001 2022 9 $0 $5,244,210 $5,244,210 $2,748,098 $2,541,001
2021 # of Emps8 Contributions$0 Revenue$4,451,007 Expenses$4,451,007 Assets EOY$2,789,430 Liabilities$2,582,333 2021 8 $0 $4,451,007 $4,451,007 $2,789,430 $2,582,333
2020 # of Emps8 Contributions$0 Revenue$4,075,450 Expenses$4,075,450 Assets EOY$2,200,402 Liabilities$1,993,305 2020 8 $0 $4,075,450 $4,075,450 $2,200,402 $1,993,305
2019 # of Emps7 Contributions$0 Revenue$3,788,326 Expenses$3,788,326 Assets EOY$2,262,467 Liabilities$2,055,370 2019 7 $0 $3,788,326 $3,788,326 $2,262,467 $2,055,370
2018 # of Emps8 Contributions$0 Revenue$4,367,802 Expenses$4,367,802 Assets EOY$2,075,267 Liabilities$1,868,170 2018 8 $0 $4,367,802 $4,367,802 $2,075,267 $1,868,170
Tax Returns based on Form 990 & 990N.

Linked Companies

Sources

The following government agencies have contributed data:

• Office of the Minnesota Secretary of State • U.S. Department of Labor • Internal Revenue Service
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