| Plan Name | THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE GREATER CINCINNATI FOUNDATION |
| Employer identification number (EIN): | 310669700 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about THE GREATER CINCINNATI FOUNDATION
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1997-11-20 |
| Company Identification Number: | 997358 |
| Legal Registered Office Address: |
425 WALNUT STREET SUITE 1800 CINCINNATI United States of America (USA) 45202 |
More information about THE GREATER CINCINNATI FOUNDATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | SCOTT MCREYNOLDS | 2017-06-21 | ||
| 001 | 2015-01-01 | SCOTT MCREYNOLDS | 2016-07-14 | ||
| 001 | 2014-01-01 | SCOTT MCREYNOLDS | 2015-07-15 | ||
| 001 | 2013-01-01 | SCOTT MCREYNOLDS | 2014-06-18 | ||
| 001 | 2012-01-01 | SCOTT MCREYNOLDS | 2013-07-29 | ||
| 001 | 2011-01-01 | MICHELE COSTELLO | |||
| 001 | 2010-01-01 | MICHELE COSTELLO | MICHELE COSTELLO | 2011-07-15 | |
| 001 | 2009-01-01 | MICHELE A. COSTELLO |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-28 | 2396053 |
| Net assets as of the end of the plan year | 2025-07-28 | 8158117 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 8482195 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 1000000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 512340 |
| Value of participant loans at end of plan year | 2025-07-28 | 20856 |
| Other contributions to plan in this plan year | 2025-07-28 | 156749 |
| Other income to plan in this plan year | 2025-07-28 | 988890 |
| Plan net income in this plan year | 2025-07-28 | -324078 |
| Net assets as of the end of the plan year | 2025-07-28 | 8158117 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 8482195 |
| Employer contributions to plan in this plan year | 2025-07-28 | 413996 |
| Fees paid to broker by Benefit Provider | 2025-07-28 | 19765 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 3520 |
| 2024 : THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-29 | 1045910 |
| Net assets as of the end of the plan year | 2024-07-29 | 8482195 |
| Total assets as of the beginning of the plan year | 2024-07-29 | 7422978 |
| Value of plan covered by a fidelity bond | 2024-07-29 | 1000000 |
| Participant contributions to plan in this plan year | 2024-07-29 | 517493 |
| Value of participant loans at end of plan year | 2024-07-29 | 19984 |
| Other contributions to plan in this plan year | 2024-07-29 | 93500 |
| Other income to plan in this plan year | 2024-07-29 | 1086548 |
| Plan net income in this plan year | 2024-07-29 | 1059217 |
| Net assets as of the end of the plan year | 2024-07-29 | 8482195 |
| Net assets as of the beginning of the plan year | 2024-07-29 | 7422978 |
| Employer contributions to plan in this plan year | 2024-07-29 | 407586 |
| Fees paid to broker by Benefit Provider | 2024-07-29 | 19767 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-29 | 2970 |
| 2022 : THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-07-26 | 171916 |
| Net assets as of the end of the plan year | 2022-07-26 | 8431516 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 6696066 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 1000000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 381620 |
| Value of participant loans at end of plan year | 2022-07-26 | 70874 |
| Other contributions to plan in this plan year | 2022-07-26 | 223234 |
| Other income to plan in this plan year | 2022-07-26 | 982098 |
| Plan net income in this plan year | 2022-07-26 | 1735450 |
| Net assets as of the end of the plan year | 2022-07-26 | 8431516 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 6696066 |
| Employer contributions to plan in this plan year | 2022-07-26 | 320414 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 18753 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 3008 |
| 2011 : THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST 2011 401k financial data | ||
| Transfers to/from the plan | 2011-12-31 | $38 |
| Total income from all sources | 2011-12-31 | $166,566 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $47,421 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $47,000 |
| Total plan assets at end of year | 2011-12-31 | $3,192,199 |
| Total plan assets at beginning of year | 2011-12-31 | $3,073,016 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $150,022 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $421 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-89,170 |
| Net income (gross income less expenses) | 2011-12-31 | $119,145 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,192,199 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,073,016 |
| Assets. Value of participant loans | 2011-12-31 | $56,727 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $105,714 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST 2010 401k financial data | ||
| Transfers to/from the plan | 2010-12-31 | $31 |
| Total income from all sources | 2010-12-31 | $611,053 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $101,974 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $99,820 |
| Total plan assets at end of year | 2010-12-31 | $3,073,016 |
| Total plan assets at beginning of year | 2010-12-31 | $2,563,906 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $154,169 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $280 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $42,861 |
| Other income received | 2010-12-31 | $354,123 |
| Net income (gross income less expenses) | 2010-12-31 | $509,079 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,073,016 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,563,906 |
| Assets. Value of participant loans | 2010-12-31 | $34,343 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $59,900 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $1,874 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST 2009 401k financial data | ||
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2011: THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST 2011 form 5500 responses | ||
|---|---|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-710408 |
| Policy instance | 1 |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | GA-710408 |
| Policy instance | 1 |