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THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST 401k Plan overview

Plan NameTHE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST
Plan identification number 001

THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

THE GREATER CINCINNATI FOUNDATION has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01SCOTT MCREYNOLDS2017-06-21
0012015-01-01SCOTT MCREYNOLDS2016-07-14
0012014-01-01SCOTT MCREYNOLDS2015-07-15
0012013-01-01SCOTT MCREYNOLDS2014-06-18
0012012-01-01SCOTT MCREYNOLDS2013-07-29
0012011-01-01MICHELE COSTELLO
0012010-01-01MICHELE COSTELLO MICHELE COSTELLO2011-07-15
0012009-01-01MICHELE A. COSTELLO

Financial Data on THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST

Measure Date Value
2025 : THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-282396053
Net assets as of the end of the plan year2025-07-288158117
Total assets as of the beginning of the plan year2025-07-288482195
Value of plan covered by a fidelity bond2025-07-281000000
Participant contributions to plan in this plan year2025-07-28512340
Value of participant loans at end of plan year2025-07-2820856
Other contributions to plan in this plan year2025-07-28156749
Other income to plan in this plan year2025-07-28988890
Plan net income in this plan year2025-07-28-324078
Net assets as of the end of the plan year2025-07-288158117
Net assets as of the beginning of the plan year2025-07-288482195
Employer contributions to plan in this plan year2025-07-28413996
Fees paid to broker by Benefit Provider2025-07-2819765
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-283520
2024 : THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-291045910
Net assets as of the end of the plan year2024-07-298482195
Total assets as of the beginning of the plan year2024-07-297422978
Value of plan covered by a fidelity bond2024-07-291000000
Participant contributions to plan in this plan year2024-07-29517493
Value of participant loans at end of plan year2024-07-2919984
Other contributions to plan in this plan year2024-07-2993500
Other income to plan in this plan year2024-07-291086548
Plan net income in this plan year2024-07-291059217
Net assets as of the end of the plan year2024-07-298482195
Net assets as of the beginning of the plan year2024-07-297422978
Employer contributions to plan in this plan year2024-07-29407586
Fees paid to broker by Benefit Provider2024-07-2919767
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-292970
2022 : THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-26171916
Net assets as of the end of the plan year2022-07-268431516
Total assets as of the beginning of the plan year2022-07-266696066
Value of plan covered by a fidelity bond2022-07-261000000
Participant contributions to plan in this plan year2022-07-26381620
Value of participant loans at end of plan year2022-07-2670874
Other contributions to plan in this plan year2022-07-26223234
Other income to plan in this plan year2022-07-26982098
Plan net income in this plan year2022-07-261735450
Net assets as of the end of the plan year2022-07-268431516
Net assets as of the beginning of the plan year2022-07-266696066
Employer contributions to plan in this plan year2022-07-26320414
Fees paid to broker by Benefit Provider2022-07-2618753
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-263008
2011 : THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$38
Total income from all sources2011-12-31$166,566
Expenses. Total of all expenses incurred2011-12-31$47,421
Benefits paid (including direct rollovers)2011-12-31$47,000
Total plan assets at end of year2011-12-31$3,192,199
Total plan assets at beginning of year2011-12-31$3,073,016
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$150,022
Expenses. Other expenses not covered elsewhere2011-12-31$421
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-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 loans2011-12-31$56,727
Total contributions received or receivable from employer(s)2011-12-31$105,714
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$31
Total income from all sources2010-12-31$611,053
Expenses. Total of all expenses incurred2010-12-31$101,974
Benefits paid (including direct rollovers)2010-12-31$99,820
Total plan assets at end of year2010-12-31$3,073,016
Total plan assets at beginning of year2010-12-31$2,563,906
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$154,169
Expenses. Other expenses not covered elsewhere2010-12-31$280
Contributions received from other sources (not participants or employers)2010-12-31$42,861
Other income received2010-12-31$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 loans2010-12-31$34,343
Total contributions received or receivable from employer(s)2010-12-31$59,900
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$1,874
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST

2011: THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: THE GREATER CINCINNATI FOUNDATION 401K PLAN TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-710408
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-710408
Policy instance 1

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