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| Plan Name | THE PHILADELPHIA FOUNDATION RETIREMENT INCOME PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE PHILADELPHIA FOUNDATION |
| Employer identification number (EIN): | 231581832 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about THE PHILADELPHIA FOUNDATION
| Jurisdiction of Incorporation: | Oklahoma Secretary Of State |
| Incorporation Date: | |
| Company Identification Number: | 4312119816 |
More information about THE PHILADELPHIA FOUNDATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | HELEN BOOTH | 2023-07-20 | HELEN BOOTH | 2023-07-20 |
| 001 | 2021-01-01 | HELEN BOOTH | 2022-09-15 | HELEN BOOTH | 2022-09-15 |
| 001 | 2020-01-01 | DAVID ELCOCK | 2021-05-14 | DAVID ELCOCK | 2021-05-14 |
| 001 | 2020-01-01 | HELEN BOOTH | 2021-08-27 | HELEN BOOTH | 2021-08-27 |
| 001 | 2019-01-01 | HELEN BOOTH | 2020-07-16 | HELEN BOOTH | 2020-07-16 |
| 001 | 2018-01-01 | HELEN BOOTH | 2019-07-23 | HELEN BOOTH | 2019-07-23 |
| 001 | 2017-01-01 | MARK FROEHLICH | 2018-04-03 | MARK FROEHLICH | 2018-04-03 |
| 001 | 2016-01-01 | MARK FROEHLICH | 2017-03-21 | MARK FROEHLICH | 2017-03-21 |
| 001 | 2015-01-01 | PATRICA MELLER | 2016-07-15 | PATRICA MELLER | 2016-07-15 |
| 001 | 2014-01-01 | PATRICIA MELLER | 2015-10-05 | PATRICIA MELLER | 2015-10-05 |
| 001 | 2013-01-01 | PATRICIA MELLER | 2014-08-18 | PATRICIA MELLER | 2014-08-18 |
| 001 | 2012-01-01 | PATRICIA MELLER | 2013-10-15 | PATRICIA MELLER | 2013-10-15 |
| 001 | 2011-01-01 | PATRICIA MELLER | 2012-10-04 | PATRICIA MELLER | 2012-10-04 |
| 001 | 2010-01-01 | PATRICIA MELLER | 2011-10-14 | PATRICIA MELLER | 2011-10-14 |
| 001 | 2007-01-01 | PATRICIA MELLER |
| Measure | Date | Value |
|---|---|---|
| 2007: THE PHILADELPHIA FOUNDATION RETIREMENT INCOME PLAN 2007 401k membership | ||
| Total participants, beginning-of-year | 2007-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 11 |
| Total of all active and inactive participants | 2007-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 34 |
| Number of participants with account balances | 2007-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 1 |
| 2007: THE PHILADELPHIA FOUNDATION RETIREMENT INCOME PLAN 2007 form 5500 responses | ||
|---|---|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
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