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| Plan Name | RETIREMENT PLAN FOR THE CHAUAUQUA REGION COMMUNITY FOUNDATION, INC. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | CHAUTAUQUA REGION COMMUNITY FOUNDATION, INC. |
| Employer identification number (EIN): | 161116837 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about CHAUTAUQUA REGION COMMUNITY FOUNDATION, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1978-10-17 |
| Company Identification Number: | 516328 |
| Legal Registered Office Address: |
710 HOTEL JAMESTOWN OFFICE BLDG JAMESTOWN United States of America (USA) 14701 |
More information about CHAUTAUQUA REGION COMMUNITY FOUNDATION, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JACOB SCHRANTZ | 2024-07-23 | JACOB SCHRANTZ | 2024-07-23 |
| 001 | 2023-01-01 | JACOB SCHRANTZ | 2025-01-02 | JACOB SCHRANTZ | 2025-01-02 |
| 001 | 2021-01-01 | JACOB SCHRANTZ | 2022-07-18 | ||
| 001 | 2020-01-01 | JACOB SCHRANTZ | 2021-07-19 | ||
| 001 | 2019-01-01 | JACOB SCHRANTZ | 2020-07-27 | JACOB SCHRANTZ | 2020-07-27 |
| 001 | 2018-01-01 | JACOB SCHRANTZ | 2019-07-12 | ||
| 001 | 2017-01-01 | JACOB SCHRANTZ | 2018-07-19 | JACOB SCHRANTZ | 2018-07-19 |
| 001 | 2016-01-01 | JACOB SCHRANTZ | 2017-07-21 | ||
| 001 | 2015-01-01 | JACOB SCHRANTZ | 2016-07-25 | ||
| 001 | 2014-01-01 | JACOB SCHRANTZ | 2015-07-17 | ||
| 001 | 2014-01-01 | JACOB SCHRANTZ | 2015-07-17 | ||
| 001 | 2013-01-01 | JACOB SCHRANTZ | 2014-07-03 | ||
| 001 | 2012-01-01 | JACOB SCHRANTZ | 2013-07-22 | ||
| 001 | 2011-01-01 | JACOB SCHRANTZ | 2012-07-05 | ||
| 001 | 2010-01-01 | JACOB SCHRANTZ | 2011-07-14 |
| Measure | Date | Value |
|---|---|---|
| 2025 : RETIREMENT PLAN FOR THE CHAUAUQUA REGION COMMUNITY FOUNDATION, INC. 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-24 | 1879722 |
| Net assets as of the end of the plan year | 2025-07-24 | 1808141 |
| Total assets as of the beginning of the plan year | 2025-07-24 | 3212666 |
| Participant contributions to plan in this plan year | 2025-07-24 | 56376 |
| Value of participant loans at end of plan year | 2025-07-24 | 485 |
| Other income to plan in this plan year | 2025-07-24 | 357595 |
| Plan net income in this plan year | 2025-07-24 | -1404525 |
| Net assets as of the end of the plan year | 2025-07-24 | 1808141 |
| Net assets as of the beginning of the plan year | 2025-07-24 | 3212666 |
| Employer contributions to plan in this plan year | 2025-07-24 | 61226 |
| Total liabilities as of the end of the plan year | 2025-01-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-01-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-01-02 | 18466 |
| Net assets as of the end of the plan year | 2025-01-02 | 3212665 |
| Total assets as of the beginning of the plan year | 2025-01-02 | 2500615 |
| Participant contributions to plan in this plan year | 2025-01-02 | 66547 |
| Value of participant loans at end of plan year | 2025-01-02 | 1112 |
| Other income to plan in this plan year | 2025-01-02 | 611010 |
| Plan net income in this plan year | 2025-01-02 | 712050 |
| Net assets as of the end of the plan year | 2025-01-02 | 3212665 |
| Net assets as of the beginning of the plan year | 2025-01-02 | 2500615 |
| Employer contributions to plan in this plan year | 2025-01-02 | 52959 |
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