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THE COMMUNITY FOUNDATION 401(K) PLAN 401k Plan overview

Plan NameTHE COMMUNITY FOUNDATION 401(K) PLAN
Plan identification number 001

THE COMMUNITY FOUNDATION 401(K) PLAN 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.
  • 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 COMMUNITY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE COMMUNITY FOUNDATION
Employer identification number (EIN):330748536
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE COMMUNITY FOUNDATION

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1991-05-30
Company Identification Number: 19911039409
Legal Registered Office Address: 1123 SPRUCE ST

BOULDER
United States of America (USA)
80302

More information about THE COMMUNITY FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COMMUNITY FOUNDATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAULA MYLES2024-07-25 PAULA MYLES2024-07-25
0012022-01-01PAULA MYLES2023-10-06 PAULA MYLES2023-10-06
0012021-01-01PAULA MYLES2022-09-06 PAULA MYLES2022-09-06
0012020-01-01PAULA MYLES2021-09-24 PAULA MYLES2021-09-24
0012019-01-01PAULA MYLES2020-08-14 PAULA MYLES2020-08-14
0012018-01-01PAULA MYLES2019-09-27 PAULA MYLES2019-09-27
0012017-01-01PAULA MYLES2018-08-22 PAULA MYLES2018-08-22
0012016-01-01PAULA MYLES2017-07-13 PAULA MYLES2017-07-13
0012015-01-01PAULA MYLES2016-10-05
0012014-01-01PAULA MYLES2015-09-25 PAULA MYLES2015-09-25
0012013-01-01PAULA MYLES2014-08-12
0012012-01-01PAULA MYLES2013-09-23
0012011-01-01PAULA MYLES2012-09-04 PAULA MYLES2012-09-04
0012010-01-01PAULA MYLES2011-07-18

Financial Data on THE COMMUNITY FOUNDATION 401(K) PLAN

Measure Date Value
2025 : THE COMMUNITY FOUNDATION 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-30312240
Net assets as of the end of the plan year2025-09-302022206
Total assets as of the beginning of the plan year2025-09-301850338
Value of plan covered by a fidelity bond2025-09-30300000
Participant contributions to plan in this plan year2025-09-30178244
Value of participant loans at end of plan year2025-09-3011491
Other income to plan in this plan year2025-09-30211413
Plan net income in this plan year2025-09-30171868
Net assets as of the end of the plan year2025-09-302022206
Net assets as of the beginning of the plan year2025-09-301850338
Employer contributions to plan in this plan year2025-09-3094451
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-3018783
2024 : THE COMMUNITY FOUNDATION 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2531753
Net assets as of the end of the plan year2024-07-251850338
Total assets as of the beginning of the plan year2024-07-251400366
Value of plan covered by a fidelity bond2024-07-25200000
Participant contributions to plan in this plan year2024-07-25152200
Value of participant loans at end of plan year2024-07-2518584
Other income to plan in this plan year2024-07-25250241
Plan net income in this plan year2024-07-25449972
Net assets as of the end of the plan year2024-07-251850338
Net assets as of the beginning of the plan year2024-07-251400366
Employer contributions to plan in this plan year2024-07-2579284
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2514075

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