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THE CENTER FOR EFFECTIVE PHILANTHROPY 401(K) PLAN 401k Plan overview

Plan NameTHE CENTER FOR EFFECTIVE PHILANTHROPY 401(K) PLAN
Plan identification number 003

THE CENTER FOR EFFECTIVE PHILANTHROPY 401(K) 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

THE CENTER FOR EFFECTIVE PHILANTHROPY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CENTER FOR EFFECTIVE PHILANTHROPY, INC.
Employer identification number (EIN):043523528
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CENTER FOR EFFECTIVE PHILANTHROPY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01RIHAB BABIKER2024-10-15 RIHAB BABIKER2024-10-15
0032022-01-01RIHAB BABIKER2023-10-11
0032021-01-01KRISTIAN SANDA2022-10-25 KRISTIAN SANDA2022-10-25
0032021-01-01KRISTIAN SANDA2022-10-25 KRISTIAN SANDA2022-10-25
0032020-01-01RIHAB BABIKER2021-10-01
0032019-01-01KRISTIAN SANDA2020-07-02 KRISTIAN SANDA2020-07-02
0032018-01-01KRISTIAN SANDA2019-07-31 KRISTIAN SANDA2019-07-31
0032017-01-01ALYSE DAMICO2018-07-17 ALYSE DAMICO2018-07-17
0032016-01-01ALYSE DAMICO2017-07-27 ALYSE DAMICO2017-07-27
0032015-01-01ALEX OCASIO2016-06-30 ALEX OCASIO2016-06-30
0032013-01-01PAUL HEGGARTY2014-07-28 PAUL HEGGARTY2014-07-28
0032012-01-01PAUL HEGGARTY2013-07-22 PAUL HEGGARTY2013-07-22
0032011-01-01PAUL HEGGARTY2012-07-30
0032010-01-01ALEX OCASIO2011-07-29

Plan Statistics for THE CENTER FOR EFFECTIVE PHILANTHROPY 401(K) PLAN

401k plan membership statisitcs for THE CENTER FOR EFFECTIVE PHILANTHROPY 401(K) PLAN

Measure Date Value
2025: THE CENTER FOR EFFECTIVE PHILANTHROPY 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0898
Total number of particpants at end of year2025-10-0892
Number of Participants With Account Balances2025-10-0891
2024: THE CENTER FOR EFFECTIVE PHILANTHROPY 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1591
Total number of particpants at end of year2024-10-1595
Number of Participants With Account Balances2024-10-1592

Financial Data on THE CENTER FOR EFFECTIVE PHILANTHROPY 401(K) PLAN

Measure Date Value
2025 : THE CENTER FOR EFFECTIVE PHILANTHROPY 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-080
Total liabilities as of the end of the plan year2025-10-080
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-08718744
Net assets as of the end of the plan year2025-10-0812851975
Total assets as of the beginning of the plan year2025-10-0810847413
Value of plan covered by a fidelity bond2025-10-08500000
Participant contributions to plan in this plan year2025-10-08763888
Value of participant loans at end of plan year2025-10-0827608
Other expenses paid from plan in this plan year2025-10-080
Other contributions to plan in this plan year2025-10-0887421
Other income to plan in this plan year2025-10-081501405
Plan net income in this plan year2025-10-082004562
Net assets as of the end of the plan year2025-10-0812851975
Net assets as of the beginning of the plan year2025-10-0810847413
Employer contributions to plan in this plan year2025-10-08370592
Fees paid to broker by Benefit Provider2025-10-085219
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-081831
2024 : THE CENTER FOR EFFECTIVE PHILANTHROPY 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-15275704
Net assets as of the end of the plan year2024-10-1510847413
Total assets as of the beginning of the plan year2024-10-158365155
Value of plan covered by a fidelity bond2024-10-15500000
Participant contributions to plan in this plan year2024-10-15664324
Value of participant loans at end of plan year2024-10-1546735
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-15163391
Other income to plan in this plan year2024-10-151584607
Plan net income in this plan year2024-10-152482258
Net assets as of the end of the plan year2024-10-1510847413
Net assets as of the beginning of the plan year2024-10-158365155
Value of contributions failed to transmitted timely2024-10-1522842
Employer contributions to plan in this plan year2024-10-15345640
Fees paid to broker by Benefit Provider2024-10-154225
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-151497

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