?>
Logo

THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 401k Plan overview

Plan NameTHE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN
Plan identification number 002

THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMMUNITY FOUNDATION FOR GREATER NEW HAVEN has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY FOUNDATION FOR GREATER NEW HAVEN
Employer identification number (EIN):066032106
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 COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01A.F. ALDEN LEON BAILEY2019-03-20
0022017-01-01A.F.DREW ALDEN LEON BAILEY2018-04-23
0022016-01-01A.F.DREW ALDEN A.F.DREW ALDEN2017-04-20
0022015-01-01A.F.DREW ALDEN A.F.DREW ALDEN2016-04-25
0022014-01-01LEON BAILEY A.F.DREW ALDEN2015-06-30
0022013-01-01A.F.DREW ALDEN A.F.DREW ALDEN2014-06-13
0022012-01-01LEON BAILEY A.F.DREW ALDEN2014-06-13
0022011-01-01LEON BAILEY DREW ALDEN2012-07-11
0022010-01-01LEON BAILEY DREW ALDEN2012-02-09
0022009-01-01DREW ALDEN LEON BAILEY2010-08-26
0022009-01-01DREW ALDEN LEON BAILEY2010-12-20

Plan Statistics for THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN

401k plan membership statisitcs for THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN

Measure Date Value
2018: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0156
Total number of active participants reported on line 7a of the Form 55002018-01-0140
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0155
Number of participants with account balances2018-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0154
Total number of active participants reported on line 7a of the Form 55002017-01-0140
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0156
Number of participants with account balances2017-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0155
Total number of active participants reported on line 7a of the Form 55002016-01-0134
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0153
Number of participants with account balances2016-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0155
Total number of active participants reported on line 7a of the Form 55002015-01-0141
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0155
Number of participants with account balances2015-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0152
Total number of active participants reported on line 7a of the Form 55002014-01-0140
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0155
Number of participants with account balances2014-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0148
Total number of active participants reported on line 7a of the Form 55002013-01-0137
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0152
Number of participants with account balances2013-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0149
Total number of active participants reported on line 7a of the Form 55002012-01-0134
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0148
Number of participants with account balances2012-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0142
Total number of active participants reported on line 7a of the Form 55002011-01-0135
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-0149
Total participants2011-01-0149
Number of participants with account balances2011-01-0149
2010: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0144
Total number of active participants reported on line 7a of the Form 55002010-01-0127
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0142
Number of participants with account balances2010-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0144
Total number of active participants reported on line 7a of the Form 55002009-01-0130
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0146
Number of participants with account balances2009-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN

Measure Date Value
2018 : THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$508
Expenses. Total of all expenses incurred2018-12-31$40,683
Benefits paid (including direct rollovers)2018-12-31$39,739
Total plan assets at end of year2018-12-31$5,207,672
Total plan assets at beginning of year2018-12-31$5,247,847
Value of fidelity bond covering the plan2018-12-31$5,000,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-324,017
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-40,175
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,207,672
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,247,847
Assets. Value of participant loans2018-12-31$132,645
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2018-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2018-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$1,962
Total contributions received or receivable from employer(s)2018-12-31$324,525
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$944
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$324,525
Amount contributed by the employer to the plan for this plan year2018-12-31$324,525
2017 : THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$914,270
Expenses. Total of all expenses incurred2017-12-31$95,861
Benefits paid (including direct rollovers)2017-12-31$95,125
Total plan assets at end of year2017-12-31$5,247,847
Total plan assets at beginning of year2017-12-31$4,429,438
Value of fidelity bond covering the plan2017-12-31$5,000,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$626,054
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$818,409
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,247,847
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,429,438
Assets. Value of participant loans2017-12-31$133,121
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2017-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$288,216
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$736
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$288,216
Amount contributed by the employer to the plan for this plan year2017-12-31$288,216
2016 : THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$546,164
Expenses. Total of all expenses incurred2016-12-31$111,802
Benefits paid (including direct rollovers)2016-12-31$110,641
Total plan assets at end of year2016-12-31$4,429,438
Total plan assets at beginning of year2016-12-31$3,995,076
Value of fidelity bond covering the plan2016-12-31$5,000,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$265,202
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$434,362
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,429,438
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,995,076
Assets. Value of participant loans2016-12-31$78,399
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2016-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2016-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$280,962
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,161
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$280,962
Amount contributed by the employer to the plan for this plan year2016-12-31$280,962
2015 : THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$205,624
Expenses. Total of all expenses incurred2015-12-31$131,791
Benefits paid (including direct rollovers)2015-12-31$130,684
Total plan assets at end of year2015-12-31$3,995,076
Total plan assets at beginning of year2015-12-31$3,921,243
Value of fidelity bond covering the plan2015-12-31$5,000,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-54,950
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$73,833
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,995,076
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,921,243
Assets. Value of participant loans2015-12-31$71,566
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2015-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2015-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$260,574
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,107
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$260,574
Amount contributed by the employer to the plan for this plan year2015-12-31$260,574
2014 : THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$444,957
Expenses. Total of all expenses incurred2014-12-31$61,800
Benefits paid (including direct rollovers)2014-12-31$60,932
Total plan assets at end of year2014-12-31$3,921,243
Total plan assets at beginning of year2014-12-31$3,538,086
Value of fidelity bond covering the plan2014-12-31$5,000,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$191,392
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$383,157
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,921,243
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,538,086
Assets. Value of participant loans2014-12-31$57,843
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2014-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2014-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$253,565
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$868
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$309,272
Amount contributed by the employer to the plan for this plan year2014-12-31$309,272
2013 : THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$789,260
Expenses. Total of all expenses incurred2013-12-31$67,986
Benefits paid (including direct rollovers)2013-12-31$67,110
Total plan assets at end of year2013-12-31$3,538,086
Total plan assets at beginning of year2013-12-31$2,816,812
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$30,476
Other income received2013-12-31$530,397
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$721,274
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,538,086
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,816,812
Assets. Value of participant loans2013-12-31$90,894
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$228,387
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$876
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$228,387
Amount contributed by the employer to the plan for this plan year2013-12-31$228,387
2012 : THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$490,242
Expenses. Total of all expenses incurred2012-12-31$208,875
Benefits paid (including direct rollovers)2012-12-31$208,432
Total plan assets at end of year2012-12-31$2,816,812
Total plan assets at beginning of year2012-12-31$2,535,445
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$274,055
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$281,367
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,816,812
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,535,445
Assets. Value of participant loans2012-12-31$47,485
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$216,187
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$443
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$216,187
Amount contributed by the employer to the plan for this plan year2012-12-31$216,187
2011 : THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$190,887
Expenses. Total of all expenses incurred2011-12-31$122,001
Benefits paid (including direct rollovers)2011-12-31$121,394
Total plan assets at end of year2011-12-31$2,535,445
Total plan assets at beginning of year2011-12-31$2,466,559
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-9,041
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$68,886
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,535,445
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,466,559
Assets. Value of participant loans2011-12-31$57,466
Total contributions received or receivable from employer(s)2011-12-31$199,928
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$607
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$382,886
Expenses. Total of all expenses incurred2010-12-31$199,854
Benefits paid (including direct rollovers)2010-12-31$199,554
Total plan assets at end of year2010-12-31$2,466,559
Total plan assets at beginning of year2010-12-31$2,283,527
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$203,906
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$183,032
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,466,559
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,283,527
Total contributions received or receivable from employer(s)2010-12-31$178,980
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$178,980
Amount contributed by the employer to the plan for this plan year2010-12-31$178,980
2009 : THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$95,585
Amount contributed by the employer to the plan for this plan year2009-12-31$95,585

Form 5500 Responses for THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN

2018: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingYes
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered55
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered56
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered55
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered55
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered52
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered48
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered49
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered42
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3