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University of South Alabama Foundation

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Entity Number 000-806-606

Register Number000806606

Status Exists

NameUniversity of South Alabama Foundation

Date of registration 01 Mar 1968 (57 years ago)

Legal typeDomestic Non-Profit Corporation

Principal Address MOBILE, AL

Activities PROMOTE EDUCATION

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants File

UNIVERSITY OF SOUTH ALABAMA FOUNDATION TAX DEFERRED ANNUITY PLAN

2023

636065809

2024-07-23

UNIVERSITY OF SOUTH ALABAMA FOUNDATION

7

View Page

Three-digit plan number (PN)002
Effective date of plan2002-01-01
Business code611000
Sponsor’s telephone number2514322116
Plan sponsor’s addressP.O. BOX 3148, MOBILE, AL, 366523148

Plan administrator’s name and address

Administrator’s EIN636065809
Plan administrator’s nameUNIVERSITY OF SOUTH ALABAMA FOUNDATION
Plan administrator’s addressP.O. BOX 3148, MOBILE, AL, 366523148
Administrator’s telephone number2514322116

Signature of

RolePlan administrator
Date2024-07-23
Name of individual signingMAXEY ROBERTS

UNIVERSITY OF SOUTH ALABAMA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

2023

636065809

2024-07-23

UNIVERSITY OF SOUTH ALABAMA FOUNDATION

20

View Page

Three-digit plan number (PN)001
Effective date of plan1993-09-30
Business code611000
Sponsor’s telephone number2514322116
Plan sponsor’s addressP.O. BOX 3148, MOBILE, AL, 366523148

Plan administrator’s name and address

Administrator’s EIN636065809
Plan administrator’s nameUNIVERSITY OF SOUTH ALABAMA FOUNDATION
Plan administrator’s addressP.O. BOX 3148, MOBILE, AL, 366523148
Administrator’s telephone number2514322116

Signature of

RolePlan administrator
Date2024-07-23
Name of individual signingMAXEY ROBERTS

UNIVERSITY OF SOUTH ALABAMA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

2022

636065809

2023-06-13

UNIVERSITY OF SOUTH ALABAMA FOUNDATION

20

View Page

Three-digit plan number (PN)001
Effective date of plan1993-09-30
Business code611000
Sponsor’s telephone number2514322116
Plan sponsor’s addressP.O. BOX 3148, MOBILE, AL, 366523148

Plan administrator’s name and address

Administrator’s EIN636065809
Plan administrator’s nameUNIVERSITY OF SOUTH ALABAMA FOUNDATION
Plan administrator’s addressP.O. BOX 3148, MOBILE, AL, 366523148
Administrator’s telephone number2514322116

Signature of

RolePlan administrator
Date2023-06-13
Name of individual signingMAXEY ROBERTS

UNIVERSITY OF SOUTH ALABAMA FOUNDATION TAX DEFERRED ANNUITY PLAN

2022

636065809

2023-06-13

UNIVERSITY OF SOUTH ALABAMA FOUNDATION

7

View Page

Three-digit plan number (PN)002
Effective date of plan2002-01-01
Business code611000
Sponsor’s telephone number2514322116
Plan sponsor’s addressP.O. BOX 3148, MOBILE, AL, 366523148

Plan administrator’s name and address

Administrator’s EIN636065809
Plan administrator’s nameUNIVERSITY OF SOUTH ALABAMA FOUNDATION
Plan administrator’s addressP.O. BOX 3148, MOBILE, AL, 366523148
Administrator’s telephone number2514322116

Signature of

RolePlan administrator
Date2023-06-13
Name of individual signingMAXEY ROBERTS
RoleEmployer/plan sponsor
Date2023-06-13
Name of individual signingMAXEY ROBERTS

UNIVERSITY OF SOUTH ALABAMA FOUNDATION TAX DEFERRED ANNUITY PLAN

2021

636065809

2022-05-17

UNIVERSITY OF SOUTH ALABAMA FOUNDATION

6

View Page

Three-digit plan number (PN)002
Effective date of plan2002-01-01
Business code611000
Sponsor’s telephone number2514322116
Plan sponsor’s addressP.O. BOX 3148, MOBILE, AL, 366523148

Plan administrator’s name and address

Administrator’s EIN636065809
Plan administrator’s nameUNIVERSITY OF SOUTH ALABAMA FOUNDATION
Plan administrator’s addressP.O. BOX 3148, MOBILE, AL, 366523148
Administrator’s telephone number2514322116

Signature of

RolePlan administrator
Date2022-05-17
Name of individual signingMAXEY ROBERTS

UNIVERSITY OF SOUTH ALABAMA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

2021

636065809

2022-05-17

UNIVERSITY OF SOUTH ALABAMA FOUNDATION

20

View Page

Three-digit plan number (PN)001
Effective date of plan1993-09-30
Business code611000
Sponsor’s telephone number2514322116
Plan sponsor’s addressP.O. BOX 3148, MOBILE, AL, 366523148

Plan administrator’s name and address

Administrator’s EIN636065809
Plan administrator’s nameUNIVERSITY OF SOUTH ALABAMA FOUNDATION
Plan administrator’s addressP.O. BOX 3148, MOBILE, AL, 366523148
Administrator’s telephone number2514322116

Signature of

RolePlan administrator
Date2022-05-17
Name of individual signingMAXEY ROBERTS

UNIVERSITY OF SOUTH ALABAMA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

2020

636065809

2021-07-26

UNIVERSITY OF SOUTH ALABAMA FOUNDATION

20

View Page

Three-digit plan number (PN)001
Effective date of plan1993-09-30
Business code611000
Sponsor’s telephone number2514322116
Plan sponsor’s addressP.O. BOX 3148, MOBILE, AL, 366523148

Plan administrator’s name and address

Administrator’s EIN636065809
Plan administrator’s nameUNIVERSITY OF SOUTH ALABAMA FOUNDATION
Plan administrator’s addressP.O. BOX 3148, MOBILE, AL, 366523148
Administrator’s telephone number2514322116

Signature of

RolePlan administrator
Date2021-07-26
Name of individual signingMAXEY ROBERTS

UNIVERSITY OF SOUTH ALABAMA FOUNDATION TAX DEFERRED ANNUITY PLAN

2020

636065809

2021-07-26

UNIVERSITY OF SOUTH ALABAMA FOUNDATION

6

View Page

Three-digit plan number (PN)002
Effective date of plan2002-01-01
Business code611000
Sponsor’s telephone number2514322116
Plan sponsor’s addressP.O. BOX 3148, MOBILE, AL, 366523148

Plan administrator’s name and address

Administrator’s EIN636065809
Plan administrator’s nameUNIVERSITY OF SOUTH ALABAMA FOUNDATION
Plan administrator’s addressP.O. BOX 3148, MOBILE, AL, 366523148
Administrator’s telephone number2514322116

Signature of

RolePlan administrator
Date2021-07-26
Name of individual signingMAXEY ROBERTS
RoleEmployer/plan sponsor
Date2021-07-26
Name of individual signingMAXEY ROBERTS

UNIVERSITY OF SOUTH ALABAMA FOUNDATION TAX DEFERRED ANNUITY PLAN

2019

636065809

2020-06-29

UNIVERSITY OF SOUTH ALABAMA FOUNDATION

7

View Page

Three-digit plan number (PN)002
Effective date of plan2002-01-01
Business code611000
Sponsor’s telephone number2514322116
Plan sponsor’s addressP.O. BOX 3148, MOBILE, AL, 366523148

Plan administrator’s name and address

Administrator’s EIN636065809
Plan administrator’s nameUNIVERSITY OF SOUTH ALABAMA FOUNDATION
Plan administrator’s addressP.O. BOX 3148, MOBILE, AL, 366523148
Administrator’s telephone number2514322116

Signature of

RolePlan administrator
Date2020-06-29
Name of individual signingMAXEY ROBERTS

UNIVERSITY OF SOUTH ALABAMA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

2019

636065809

2020-06-29

UNIVERSITY OF SOUTH ALABAMA FOUNDATION

21

View Page

Three-digit plan number (PN)001
Effective date of plan1993-09-30
Business code611000
Sponsor’s telephone number2514322116
Plan sponsor’s addressP.O. BOX 3148, MOBILE, AL, 366523148

Plan administrator’s name and address

Administrator’s EIN636065809
Plan administrator’s nameUNIVERSITY OF SOUTH ALABAMA FOUNDATION
Plan administrator’s addressP.O. BOX 3148, MOBILE, AL, 366523148
Administrator’s telephone number2514322116

Signature of

RolePlan administrator
Date2020-06-29
Name of individual signingMAXEY ROBERTS

Incorporator

Name Role

WHIDDON, FREDERICK P

Incorporator

CLEVERDON, ERNEST G

Incorporator

ENGEL, MYLAN R

Incorporator

DESHAZO, W F DR

Incorporator

WATSON, ANTOINETTE

Incorporator

Date of last update: 16 Aug 2024

Sources: Alabama Secretary of State