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EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP 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.
  • 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

COMMUNITY ACTION PARTNERSHIP OF ORE GON has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY ACTION PARTNERSHIP OF ORE GON
Employer identification number (EIN):300180905
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-08-01SHANE MELTON2024-04-22
0012021-08-01JANET ALLANACH2023-03-31
0012020-08-01JANET MERRELL2022-02-18
0012019-08-01JANET MERRELL2021-02-11
0012018-08-01JANET MERRELL2019-09-19 JANET MERRELL2019-09-19
0012017-08-01JANET MERRELL2018-10-17 JANET MERRELL2018-10-17
0012016-08-01JANET MERRELL2018-02-27
0012016-08-01JANET MERRELL2018-02-27

Financial Data on EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-210
Total liabilities as of the end of the plan year2025-02-210
Total liabilities as of the beginning of the plan year2025-02-210
Total expenses incurred by plan in this plan year2025-02-2110554
Net assets as of the end of the plan year2025-02-21260623
Total assets as of the beginning of the plan year2025-02-21161268
Value of plan covered by a fidelity bond2025-02-211000000
Participant contributions to plan in this plan year2025-02-2149395
Other expenses paid from plan in this plan year2025-02-210
Other contributions to plan in this plan year2025-02-210
Other income to plan in this plan year2025-02-2127882
Plan net income in this plan year2025-02-2199355
Net assets as of the end of the plan year2025-02-21260623
Net assets as of the beginning of the plan year2025-02-21161268
Employer contributions to plan in this plan year2025-02-2132632
Fees paid to broker by Benefit Provider2025-02-21131
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-2128
2023 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP 2023 401k financial data
Total transfers to/from plan in this plan year2023-03-310
Total liabilities as of the end of the plan year2023-03-310
Total liabilities as of the beginning of the plan year2023-03-310
Total expenses incurred by plan in this plan year2023-03-311565
Net assets as of the end of the plan year2023-03-31290869
Total assets as of the beginning of the plan year2023-03-31272381
Value of plan covered by a fidelity bond2023-03-311000000
Participant contributions to plan in this plan year2023-03-3142003
Other expenses paid from plan in this plan year2023-03-3125
Other contributions to plan in this plan year2023-03-310
Other income to plan in this plan year2023-03-31-35064
Plan net income in this plan year2023-03-3118488
Net assets as of the end of the plan year2023-03-31290869
Net assets as of the beginning of the plan year2023-03-31272381
Employer contributions to plan in this plan year2023-03-3113114
Fees paid to broker by Benefit Provider2023-03-3175

Potentially related plans

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