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COALITION OF COLOR 401(K) PLAN 401k Plan overview

Plan NameCOALITION OF COLOR 401(K) PLAN
Plan identification number 001

COALITION OF COLOR 401(K) PLAN 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.
  • 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

COALITION OF COMMUNITIES OF COLOR has sponsored the creation of one or more 401k plans.

Company Name:COALITION OF COMMUNITIES OF COLOR
Employer identification number (EIN):474448490
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about COALITION OF COMMUNITIES OF COLOR

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2015-02-07
Company Identification Number: 108489097
Legal Registered Office Address: 221 NW 2ND AVE #303

PORTLAND
United States of America (USA)
97209

More information about COALITION OF COMMUNITIES OF COLOR

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COALITION OF COLOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOLIANA SCIPIO2024-09-30
0012022-01-01JOLIANA SCIPIO2023-10-05
0012021-01-01JOLIANA SCIPIO2022-07-19 MARCUS C MUNDY2022-07-19
0012020-01-01JOLIANA SCIPIO2021-06-30 MARCUS MUNDY2021-06-30
0012019-01-01JOLIANA SCIPIO2020-10-08
0012018-01-01JOLIANA SCIPIO2019-06-20
0012017-01-01KODEY PARK BAMBINO2018-07-11
0012016-01-01DANI LEDEZMA2017-07-26

Plan Statistics for COALITION OF COLOR 401(K) PLAN

401k plan membership statisitcs for COALITION OF COLOR 401(K) PLAN

Measure Date Value
2025: COALITION OF COLOR 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0610
Total number of particpants at end of year2025-10-0610
Number of Participants With Account Balances2025-10-065
2024: COALITION OF COLOR 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-305
Total number of particpants at end of year2024-09-300
Number of Participants With Account Balances2024-09-300

Financial Data on COALITION OF COLOR 401(K) PLAN

Measure Date Value
2025 : COALITION OF COLOR 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-060
Total liabilities as of the end of the plan year2025-10-060
Total liabilities as of the beginning of the plan year2025-10-060
Total expenses incurred by plan in this plan year2025-10-06125
Net assets as of the end of the plan year2025-10-06187516
Total assets as of the beginning of the plan year2025-10-06129998
Value of plan covered by a fidelity bond2025-10-0610000
Participant contributions to plan in this plan year2025-10-0619791
Other expenses paid from plan in this plan year2025-10-060
Other contributions to plan in this plan year2025-10-060
Other income to plan in this plan year2025-10-0621117
Plan net income in this plan year2025-10-0657518
Net assets as of the end of the plan year2025-10-06187516
Net assets as of the beginning of the plan year2025-10-06129998
Employer contributions to plan in this plan year2025-10-0616735
Fees paid to broker by Benefit Provider2025-10-06507
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-06125
2024 : COALITION OF COLOR 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-300
Total liabilities as of the end of the plan year2024-09-300
Total liabilities as of the beginning of the plan year2024-09-300
Total expenses incurred by plan in this plan year2024-09-30125
Net assets as of the end of the plan year2024-09-30187516
Total assets as of the beginning of the plan year2024-09-30129998
Participant contributions to plan in this plan year2024-09-3019791
Other expenses paid from plan in this plan year2024-09-300
Other contributions to plan in this plan year2024-09-300
Other income to plan in this plan year2024-09-3021117
Plan net income in this plan year2024-09-3057518
Net assets as of the end of the plan year2024-09-30187516
Net assets as of the beginning of the plan year2024-09-30129998
Employer contributions to plan in this plan year2024-09-3016735
Fees paid to broker by Benefit Provider2024-09-30507
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-30125

Potentially related plans

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