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Plan Name | NEIGHBORHOOD HOUSE, INC. PENSION TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | NEIGHBORHOOD HOUSE, INC. |
Employer identification number (EIN): | 510065747 |
NAIC Classification: | 624100 |
NAIC Description: | Individual and Family Services |
Additional information about NEIGHBORHOOD HOUSE, INC.
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 2055-11-22 |
Company Identification Number: | 5605910 |
Legal Registered Office Address: |
7780 SW CAPITOL HWY PORTLAND United States of America (USA) 97219 |
More information about NEIGHBORHOOD HOUSE, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-10-15 | ||||
001 | 2020-10-15 | ||||
001 | 2018-10-15 | ||||
001 | 2017-10-15 | ALISON WINDLE | 2019-08-13 | ||
001 | 2016-10-15 | ALISON WINDLE | 2018-07-31 | ||
001 | 2015-10-15 | ALISON WINDLE | 2017-07-26 | ||
001 | 2014-10-15 | ALISON WINDLE | 2016-08-05 | ALISON WINDLE | 2016-08-05 |
001 | 2013-10-15 | LAURENCE MILLER | 2015-08-12 | ||
001 | 2012-10-15 | VERONICA OLIVER | 2014-07-31 | ||
001 | 2011-10-15 | VERONICA OLIVER | 2013-07-30 | ||
001 | 2010-10-15 | VERONICA OLIVER | 2012-07-27 | ||
001 | 2008-10-15 |
Measure | Date | Value |
---|---|---|
2022: NEIGHBORHOOD HOUSE, INC. PENSION TRUST 2022 401k membership | ||
Market value of plan assets | 2022-10-14 | 299,624 |
Acturial value of plan assets | 2022-10-14 | 299,624 |
Funding target for retired participants and beneficiaries receiving payment | 2022-10-14 | 85,741 |
Number of terminated vested participants | 2022-10-14 | 18 |
Fundng target for terminated vested participants | 2022-10-14 | 160,183 |
Active participant vested funding target | 2022-10-14 | 28,978 |
Number of active participants | 2022-10-14 | 2 |
Total funding liabilities for active participants | 2022-10-14 | 28,978 |
Total participant count | 2022-10-14 | 24 |
Total funding target for all participants | 2022-10-14 | 274,902 |
Balance at beginning of prior year after applicable adjustments | 2022-10-14 | 717 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-10-14 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-10-14 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-10-14 | 0 |
Amount remaining of carryover balance | 2022-10-14 | 717 |
Amount remaining of prefunding balance | 2022-10-14 | 0 |
Present value of excess contributions | 2022-10-14 | 1,451 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-10-14 | 1,529 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-10-14 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-10-14 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-10-14 | 0 |
Balance of carryovers at beginning of current year | 2022-10-14 | 854 |
Balance of prefunding at beginning of current year | 2022-10-14 | 0 |
Total employer contributions | 2022-10-14 | 0 |
Total employee contributions | 2022-10-14 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-10-14 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-10-14 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-10-14 | 0 |
Liquidity shortfalls end of Q1 | 2022-10-14 | 0 |
Liquidity shortfalls end of Q2 | 2022-10-14 | 0 |
Liquidity shortfalls end of Q3 | 2022-10-14 | 0 |
Liquidity shortfalls end of Q4 | 2022-10-14 | 0 |
Unpaid minimum required contributions for all prior years | 2022-10-14 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-10-14 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-10-14 | 0 |
Minimum required contributions for current year target normal cost | 2022-10-14 | 0 |
Net shortfall amortization installment of oustanding balance | 2022-10-14 | 0 |
Waiver amortization installment | 2022-10-14 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-10-14 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-10-14 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-10-14 | 0 |
Additional cash requirement | 2022-10-14 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-10-14 | 0 |
Unpaid minimum required contributions for current year | 2022-10-14 | 0 |
Unpaid minimum required contributions for all years | 2022-10-14 | 0 |
2021: NEIGHBORHOOD HOUSE, INC. PENSION TRUST 2021 401k membership | ||
Market value of plan assets | 2021-10-14 | 243,492 |
Acturial value of plan assets | 2021-10-14 | 243,492 |
Funding target for retired participants and beneficiaries receiving payment | 2021-10-14 | 64,001 |
Number of terminated vested participants | 2021-10-14 | 19 |
Fundng target for terminated vested participants | 2021-10-14 | 181,476 |
Active participant vested funding target | 2021-10-14 | 28,118 |
Number of active participants | 2021-10-14 | 2 |
Total funding liabilities for active participants | 2021-10-14 | 28,118 |
Total participant count | 2021-10-14 | 24 |
Total funding target for all participants | 2021-10-14 | 273,595 |
Balance at beginning of prior year after applicable adjustments | 2021-10-14 | 626 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-10-14 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-10-14 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-10-14 | 0 |
Amount remaining of carryover balance | 2021-10-14 | 626 |
Amount remaining of prefunding balance | 2021-10-14 | 0 |
Present value of excess contributions | 2021-10-14 | 156 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-10-14 | 165 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-10-14 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-10-14 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-10-14 | 0 |
Balance of carryovers at beginning of current year | 2021-10-14 | 717 |
Balance of prefunding at beginning of current year | 2021-10-14 | 0 |
Total employer contributions | 2021-10-14 | 20,000 |
Total employee contributions | 2021-10-14 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-10-14 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-10-14 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-10-14 | 18,258 |
Liquidity shortfalls end of Q1 | 2021-10-14 | 0 |
Liquidity shortfalls end of Q2 | 2021-10-14 | 0 |
Liquidity shortfalls end of Q3 | 2021-10-14 | 0 |
Liquidity shortfalls end of Q4 | 2021-10-14 | 0 |
Unpaid minimum required contributions for all prior years | 2021-10-14 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-10-14 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-10-14 | 0 |
Minimum required contributions for current year target normal cost | 2021-10-14 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-10-14 | 30,820 |
Waiver amortization installment | 2021-10-14 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-10-14 | 16,807 |
Additional cash requirement | 2021-10-14 | 16,807 |
Contributions allocatedtoward minimum required contributions for current year | 2021-10-14 | 18,258 |
Unpaid minimum required contributions for current year | 2021-10-14 | 0 |
Unpaid minimum required contributions for all years | 2021-10-14 | 0 |
2020: NEIGHBORHOOD HOUSE, INC. PENSION TRUST 2020 401k membership | ||
Market value of plan assets | 2020-10-14 | 204,776 |
Acturial value of plan assets | 2020-10-14 | 204,776 |
Funding target for retired participants and beneficiaries receiving payment | 2020-10-14 | 65,729 |
Number of terminated vested participants | 2020-10-14 | 19 |
Fundng target for terminated vested participants | 2020-10-14 | 169,858 |
Active participant vested funding target | 2020-10-14 | 25,912 |
Number of active participants | 2020-10-14 | 2 |
Total funding liabilities for active participants | 2020-10-14 | 25,912 |
Total participant count | 2020-10-14 | 24 |
Total funding target for all participants | 2020-10-14 | 261,499 |
Balance at beginning of prior year after applicable adjustments | 2020-10-14 | 582 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-10-14 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-10-14 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-10-14 | 0 |
Amount remaining of carryover balance | 2020-10-14 | 582 |
Amount remaining of prefunding balance | 2020-10-14 | 0 |
Present value of excess contributions | 2020-10-14 | 680 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-10-14 | 718 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-10-14 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-10-14 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-10-14 | 0 |
Balance of carryovers at beginning of current year | 2020-10-14 | 626 |
Balance of prefunding at beginning of current year | 2020-10-14 | 0 |
Total employer contributions | 2020-10-14 | 17,192 |
Total employee contributions | 2020-10-14 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-10-14 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-10-14 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-10-14 | 16,223 |
Liquidity shortfalls end of Q1 | 2020-10-14 | 0 |
Liquidity shortfalls end of Q2 | 2020-10-14 | 0 |
Liquidity shortfalls end of Q3 | 2020-10-14 | 0 |
Liquidity shortfalls end of Q4 | 2020-10-14 | 0 |
Unpaid minimum required contributions for all prior years | 2020-10-14 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-10-14 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-10-14 | 0 |
Minimum required contributions for current year target normal cost | 2020-10-14 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-10-14 | 57,349 |
Waiver amortization installment | 2020-10-14 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-10-14 | 16,067 |
Additional cash requirement | 2020-10-14 | 16,067 |
Contributions allocatedtoward minimum required contributions for current year | 2020-10-14 | 16,223 |
Unpaid minimum required contributions for current year | 2020-10-14 | 0 |
Unpaid minimum required contributions for all years | 2020-10-14 | 0 |
2019: NEIGHBORHOOD HOUSE, INC. PENSION TRUST 2019 401k membership | ||
Market value of plan assets | 2019-10-14 | 186,067 |
Acturial value of plan assets | 2019-10-14 | 186,067 |
Funding target for retired participants and beneficiaries receiving payment | 2019-10-14 | 67,606 |
Number of terminated vested participants | 2019-10-14 | 19 |
Fundng target for terminated vested participants | 2019-10-14 | 159,178 |
Active participant vested funding target | 2019-10-14 | 23,973 |
Number of active participants | 2019-10-14 | 2 |
Total funding liabilities for active participants | 2019-10-14 | 23,973 |
Total participant count | 2019-10-14 | 24 |
Total funding target for all participants | 2019-10-14 | 250,757 |
Balance at beginning of prior year after applicable adjustments | 2019-10-14 | 570 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-10-14 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-10-14 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-10-14 | 0 |
Amount remaining of carryover balance | 2019-10-14 | 570 |
Amount remaining of prefunding balance | 2019-10-14 | 0 |
Present value of excess contributions | 2019-10-14 | 15 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-10-14 | 16 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-10-14 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-10-14 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-10-14 | 0 |
Balance of carryovers at beginning of current year | 2019-10-14 | 582 |
Balance of prefunding at beginning of current year | 2019-10-14 | 0 |
Total employer contributions | 2019-10-14 | 12,595 |
Total employee contributions | 2019-10-14 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-10-14 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-10-14 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-10-14 | 11,213 |
Liquidity shortfalls end of Q1 | 2019-10-14 | 0 |
Liquidity shortfalls end of Q2 | 2019-10-14 | 0 |
Liquidity shortfalls end of Q3 | 2019-10-14 | 0 |
Liquidity shortfalls end of Q4 | 2019-10-14 | 0 |
Unpaid minimum required contributions for all prior years | 2019-10-14 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-10-14 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-10-14 | 0 |
Minimum required contributions for current year target normal cost | 2019-10-14 | 0 |
Net shortfall amortization installment of oustanding balance | 2019-10-14 | 65,272 |
Waiver amortization installment | 2019-10-14 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-10-14 | 10,533 |
Additional cash requirement | 2019-10-14 | 10,533 |
Contributions allocatedtoward minimum required contributions for current year | 2019-10-14 | 11,213 |
Unpaid minimum required contributions for current year | 2019-10-14 | 0 |
Unpaid minimum required contributions for all years | 2019-10-14 | 0 |
2018: NEIGHBORHOOD HOUSE, INC. PENSION TRUST 2018 401k membership | ||
Market value of plan assets | 2018-10-14 | 167,643 |
Acturial value of plan assets | 2018-10-14 | 167,643 |
Funding target for retired participants and beneficiaries receiving payment | 2018-10-14 | 41,174 |
Number of terminated vested participants | 2018-10-14 | 19 |
Fundng target for terminated vested participants | 2018-10-14 | 146,061 |
Active participant vested funding target | 2018-10-14 | 40,376 |
Number of active participants | 2018-10-14 | 3 |
Total funding liabilities for active participants | 2018-10-14 | 40,376 |
Total participant count | 2018-10-14 | 24 |
Total funding target for all participants | 2018-10-14 | 227,611 |
Balance at beginning of prior year after applicable adjustments | 2018-10-14 | 520 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-10-14 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-10-14 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-10-14 | 0 |
Amount remaining of carryover balance | 2018-10-14 | 520 |
Amount remaining of prefunding balance | 2018-10-14 | 0 |
Present value of excess contributions | 2018-10-14 | 1,066 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-10-14 | 1,129 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-10-14 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-10-14 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-10-14 | 0 |
Balance of carryovers at beginning of current year | 2018-10-14 | 570 |
Balance of prefunding at beginning of current year | 2018-10-14 | 0 |
Total employer contributions | 2018-10-14 | 20,638 |
Total employee contributions | 2018-10-14 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-10-14 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-10-14 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-10-14 | 18,094 |
Unpaid minimum required contributions for all prior years | 2018-10-14 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-10-14 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-10-14 | 0 |
Minimum required contributions for current year target normal cost | 2018-10-14 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-10-14 | 60,538 |
Waiver amortization installment | 2018-10-14 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-10-14 | 18,079 |
Carryover balance elected to use to offset funding requirement | 2018-10-14 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-10-14 | 0 |
Additional cash requirement | 2018-10-14 | 18,079 |
Contributions allocatedtoward minimum required contributions for current year | 2018-10-14 | 18,094 |
Unpaid minimum required contributions for current year | 2018-10-14 | 0 |
Unpaid minimum required contributions for all years | 2018-10-14 | 0 |
2017: NEIGHBORHOOD HOUSE, INC. PENSION TRUST 2017 401k membership | ||
Market value of plan assets | 2017-10-14 | 130,993 |
Acturial value of plan assets | 2017-10-14 | 130,993 |
Funding target for retired participants and beneficiaries receiving payment | 2017-10-14 | 42,350 |
Number of terminated vested participants | 2017-10-14 | 19 |
Fundng target for terminated vested participants | 2017-10-14 | 126,579 |
Active participant vested funding target | 2017-10-14 | 37,438 |
Number of active participants | 2017-10-14 | 3 |
Total funding liabilities for active participants | 2017-10-14 | 37,438 |
Total participant count | 2017-10-14 | 24 |
Total funding target for all participants | 2017-10-14 | 206,367 |
Balance at beginning of prior year after applicable adjustments | 2017-10-14 | 477 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-10-14 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-10-14 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-10-14 | 0 |
Amount remaining of carryover balance | 2017-10-14 | 477 |
Amount remaining of prefunding balance | 2017-10-14 | 0 |
Present value of excess contributions | 2017-10-14 | 753 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-10-14 | 796 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-10-14 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-10-14 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-10-14 | 0 |
Balance of carryovers at beginning of current year | 2017-10-14 | 520 |
Balance of prefunding at beginning of current year | 2017-10-14 | 0 |
Total employer contributions | 2017-10-14 | 32,000 |
Total employee contributions | 2017-10-14 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-10-14 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-10-14 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-10-14 | 27,984 |
Unpaid minimum required contributions for all prior years | 2017-10-14 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-10-14 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-10-14 | 0 |
Minimum required contributions for current year target normal cost | 2017-10-14 | 0 |
Net shortfall amortization installment of oustanding balance | 2017-10-14 | 75,894 |
Waiver amortization installment | 2017-10-14 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-10-14 | 26,918 |
Carryover balance elected to use to offset funding requirement | 2017-10-14 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-10-14 | 0 |
Additional cash requirement | 2017-10-14 | 26,918 |
Contributions allocatedtoward minimum required contributions for current year | 2017-10-14 | 27,984 |
Unpaid minimum required contributions for current year | 2017-10-14 | 0 |
Unpaid minimum required contributions for all years | 2017-10-14 | 0 |
2008: NEIGHBORHOOD HOUSE, INC. PENSION TRUST 2008 form 5500 responses | ||
---|---|---|
2008-10-15 | Type of plan entity | Single employer plan |
2008-10-15 | Submission has been amended | No |
2008-10-15 | This submission is the final filing | No |
2008-10-15 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-10-15 | Plan is a collectively bargained plan | No |