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| Plan Name | 403(B) THRIFT PLAN OF COMMUNITY FOUNDATION OF ORANGE CO., INC. DBA COMM. |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | COMMUNITY FOUNDATION OF ORANGE COUNTY, INC. |
| Employer identification number (EIN): | 061551843 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about COMMUNITY FOUNDATION OF ORANGE COUNTY, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1999-07-07 |
| Company Identification Number: | 2395995 |
| Legal Registered Office Address: |
ATTN. PRESIDENT SUITE 203 30 SCOTT'S CORNERS DRIVE MONTGOMERY United States of America (USA) 12549 |
More information about COMMUNITY FOUNDATION OF ORANGE COUNTY, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | ELIZABETH ROWLEY | 2024-07-31 | ||
| 003 | 2022-01-01 | ELIZABETH ROWLEY | 2023-10-12 | ||
| 003 | 2021-01-01 | ELIZABETH ROWLEY | 2022-07-14 | ||
| 003 | 2020-01-01 | ELIZABETH ROWLEY | 2021-05-18 | ||
| 003 | 2019-01-01 | ELIZABETH ROWLEY | 2020-07-30 | ||
| 003 | 2018-01-01 | ELIZABETH ROWLEY | 2019-04-25 | ||
| 003 | 2017-01-01 | ELIZABETH ROWLEY | 2018-04-23 | ||
| 003 | 2016-01-01 | ELIZABETH ROWLEY | 2017-04-13 | ||
| 003 | 2015-01-01 | ELIZABETH ROWLEY | 2016-06-28 | ||
| 003 | 2014-01-01 | KAREN MINOGUE | 2015-05-19 |
| Measure | Date | Value |
|---|---|---|
| 2025 : 403(B) THRIFT PLAN OF COMMUNITY FOUNDATION OF ORANGE CO., INC. DBA COMM. 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-10-15 | 13275 |
| Net assets as of the end of the plan year | 2025-10-15 | 360800 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 293154 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 50000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 13872 |
| Value of participant loans at end of plan year | 2025-10-15 | 9803 |
| Other expenses paid from plan in this plan year | 2025-10-15 | 1402 |
| Other income to plan in this plan year | 2025-10-15 | 50165 |
| Plan net income in this plan year | 2025-10-15 | 67646 |
| Net assets as of the end of the plan year | 2025-10-15 | 360800 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 293154 |
| Employer contributions to plan in this plan year | 2025-10-15 | 16884 |
| 2024 : 403(B) THRIFT PLAN OF COMMUNITY FOUNDATION OF ORANGE CO., INC. DBA COMM. 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-31 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-31 | 56 |
| Net assets as of the end of the plan year | 2024-07-31 | 293154 |
| Total assets as of the beginning of the plan year | 2024-07-31 | 229084 |
| Value of plan covered by a fidelity bond | 2024-07-31 | 50000 |
| Participant contributions to plan in this plan year | 2024-07-31 | 12551 |
| Other expenses paid from plan in this plan year | 2024-07-31 | 0 |
| Other contributions to plan in this plan year | 2024-07-31 | 0 |
| Other income to plan in this plan year | 2024-07-31 | 41600 |
| Plan net income in this plan year | 2024-07-31 | 64070 |
| Net assets as of the end of the plan year | 2024-07-31 | 293154 |
| Net assets as of the beginning of the plan year | 2024-07-31 | 229084 |
| Employer contributions to plan in this plan year | 2024-07-31 | 9975 |
| Fees paid to broker by Benefit Provider | 2024-07-31 | 22 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-31 | 56 |
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