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THE CENTER FOR ASSOCIATION RESOURCES, INC. CASH BALANCE PENSION PLAN AND TRUST 401k Plan overview

Plan NameTHE CENTER FOR ASSOCIATION RESOURCES, INC. CASH BALANCE PENSION PLAN AND TRUST
Plan identification number 003

THE CENTER FOR ASSOCIATION RESOURCES, INC. CASH BALANCE PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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 ASSOCIATION RESOURCES INC has sponsored the creation of one or more 401k plans.

Company Name:THE CENTER FOR ASSOCIATION RESOURCES INC
Employer identification number (EIN):043669119
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CENTER FOR ASSOCIATION RESOURCES, INC. CASH BALANCE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01ROBERT PATTERSON2024-10-07
0032022-01-01ROBERT PATTERSON2023-10-12
0032021-01-01ROBERT PATTERSON2022-10-13
0032020-01-01ROBERT PATTERSON2021-10-13
0032019-01-01ROBERT PATTERSON2020-10-08
0032018-01-01ROBERT PATTERSON2019-10-15
0032017-01-01ROBERT PATTERSON2018-10-15

Financial Data on THE CENTER FOR ASSOCIATION RESOURCES, INC. CASH BALANCE PENSION PLAN AND TRUST

Measure Date Value
2025 : THE CENTER FOR ASSOCIATION RESOURCES, INC. CASH BALANCE PENSION PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-210
Total liabilities as of the end of the plan year2025-08-210
Total liabilities as of the beginning of the plan year2025-08-210
Total expenses incurred by plan in this plan year2025-08-2198450
Net assets as of the end of the plan year2025-08-2123106
Total assets as of the beginning of the plan year2025-08-21112400
Value of plan covered by a fidelity bond2025-08-2120000
Participant contributions to plan in this plan year2025-08-210
Value of participant loans at end of plan year2025-08-210
Other expenses paid from plan in this plan year2025-08-210
Other contributions to plan in this plan year2025-08-210
Other income to plan in this plan year2025-08-219156
Plan net income in this plan year2025-08-21-89294
Net assets as of the end of the plan year2025-08-2123106
Net assets as of the beginning of the plan year2025-08-21112400
Employer contributions to plan in this plan year2025-08-210
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-214864
2024 : THE CENTER FOR ASSOCIATION RESOURCES, INC. CASH BALANCE PENSION PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-070
Total liabilities as of the end of the plan year2024-10-070
Total liabilities as of the beginning of the plan year2024-10-070
Total expenses incurred by plan in this plan year2024-10-075796
Net assets as of the end of the plan year2024-10-07112400
Total assets as of the beginning of the plan year2024-10-07106453
Value of plan covered by a fidelity bond2024-10-0720000
Participant contributions to plan in this plan year2024-10-070
Other expenses paid from plan in this plan year2024-10-070
Other contributions to plan in this plan year2024-10-070
Other income to plan in this plan year2024-10-0711743
Plan net income in this plan year2024-10-075947
Net assets as of the end of the plan year2024-10-07112400
Net assets as of the beginning of the plan year2024-10-07106453
Employer contributions to plan in this plan year2024-10-070
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-07937

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