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CONNECTICUT COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameCONNECTICUT COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN
Plan identification number 001

CONNECTICUT COMMUNITY FOUNDATION 403(B) RETIREMENT 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CONNECTICUT COMMUNITY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:CONNECTICUT COMMUNITY FOUNDATION
Employer identification number (EIN):066038074
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONNECTICUT COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BARBARA RYER2024-05-16
0012022-01-01BARBARA RYER2023-05-30
0012021-01-01BARBARA RYER2022-04-04
0012020-01-01BARBARA RYER2021-04-20
0012020-01-01BARBARA RYER2022-01-19
0012019-01-01BARBARA RYER2020-05-22
0012018-01-01BARBARA RYER2019-04-17
0012017-01-01BARBARA RYER2018-04-10
0012016-01-01BARBARA RYER2017-04-11
0012015-01-01BARBARA RYER2016-04-18
0012014-01-01BARBARA RYER2015-07-30 PAULA VAN NESS2015-07-30
0012013-01-01BARBARA RYER2014-05-29
0012012-01-01BARBARA RYER2013-07-30
0012011-01-01BARBARA RYER2012-07-16
0012010-01-01INGRID MANNING2011-09-02

Financial Data on CONNECTICUT COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN

Measure Date Value
2025 : CONNECTICUT COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-1077449
Net assets as of the end of the plan year2025-06-102082527
Total assets as of the beginning of the plan year2025-06-101697135
Value of plan covered by a fidelity bond2025-06-10170000
Participant contributions to plan in this plan year2025-06-1096018
Value of participant loans at end of plan year2025-06-102869
Other income to plan in this plan year2025-06-10267571
Plan net income in this plan year2025-06-10385392
Net assets as of the end of the plan year2025-06-102082527
Net assets as of the beginning of the plan year2025-06-101697135
Employer contributions to plan in this plan year2025-06-1099252
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-10610
2024 : CONNECTICUT COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-16305
Net assets as of the end of the plan year2024-05-161697135
Total assets as of the beginning of the plan year2024-05-161278808
Value of plan covered by a fidelity bond2024-05-16130000
Participant contributions to plan in this plan year2024-05-1673205
Value of participant loans at end of plan year2024-05-161553
Other contributions to plan in this plan year2024-05-16619
Other income to plan in this plan year2024-05-16235776
Plan net income in this plan year2024-05-16418327
Net assets as of the end of the plan year2024-05-161697135
Net assets as of the beginning of the plan year2024-05-161278808
Employer contributions to plan in this plan year2024-05-16109032
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-16305
2022 : CONNECTICUT COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-04128591
Net assets as of the end of the plan year2022-04-041462443
Total assets as of the beginning of the plan year2022-04-041231541
Value of plan covered by a fidelity bond2022-04-04120000
Participant contributions to plan in this plan year2022-04-0465361
Value of participant loans at end of plan year2022-04-041303
Other contributions to plan in this plan year2022-04-0415315
Other income to plan in this plan year2022-04-04192280
Plan net income in this plan year2022-04-04230902
Net assets as of the end of the plan year2022-04-041462443
Net assets as of the beginning of the plan year2022-04-041231541
Employer contributions to plan in this plan year2022-04-0486537
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-04145

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