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TAX DEFERRED ANNUITY PLAN OF COMMUNITY FOUNDATION OF WESTERN VIRGINIA, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF COMMUNITY FOUNDATION OF WESTERN VIRGINIA, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF COMMUNITY FOUNDATION OF WESTERN VIRGINIA, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

COMMUNITY FOUNDATION OF WESTERN VIR GINIA, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY FOUNDATION OF WESTERN VIR GINIA, INC.
Employer identification number (EIN):541959458
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF COMMUNITY FOUNDATION OF WESTERN VIRGINIA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALAN RONK2024-07-31
0012022-01-01ALAN RONK2023-08-14
0012021-01-01ALAN RONK2022-07-19
0012020-01-01ALAN RONK2021-07-26
0012019-01-01ALAN RONK2020-07-28
0012018-01-01ALAN RONK2019-07-23
0012017-01-01ALAN E. RONK2018-07-25 ALAN E. RONK2018-07-25
0012016-01-01ALAN E. RONK2017-07-25
0012015-01-01ALAN E. RONK2016-07-25 ALAN E. RONK2016-07-25
0012014-01-01ALAN E. RONK2015-07-22 ALAN E. RONK2015-07-22
0012013-01-01ALAN E. RONK2014-10-09 ALAN E. RONK2014-10-09
0012012-01-01ALAN E. RONK2013-10-09 ALAN E. RONK2013-10-09
0012011-01-01ALAN E. RONK2012-09-25
0012010-01-01ALAN RONK2011-10-12

Financial Data on TAX DEFERRED ANNUITY PLAN OF COMMUNITY FOUNDATION OF WESTERN VIRGINIA, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY FOUNDATION OF WESTERN VIRGINIA, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-28120
Net assets as of the end of the plan year2025-07-281206600
Total assets as of the beginning of the plan year2025-07-281055420
Value of plan covered by a fidelity bond2025-07-28500000
Participant contributions to plan in this plan year2025-07-2868419
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-2882881
Plan net income in this plan year2025-07-28151180
Net assets as of the end of the plan year2025-07-281206600
Net assets as of the beginning of the plan year2025-07-281055420
Employer contributions to plan in this plan year2025-07-280
Fees paid to broker by Benefit Provider2025-07-2868
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-28120
2024 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY FOUNDATION OF WESTERN VIRGINIA, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-310
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-311390
Net assets as of the end of the plan year2024-07-311055420
Total assets as of the beginning of the plan year2024-07-31922428
Value of plan covered by a fidelity bond2024-07-31500000
Participant contributions to plan in this plan year2024-07-3168563
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-3165819
Plan net income in this plan year2024-07-31132992
Net assets as of the end of the plan year2024-07-311055420
Net assets as of the beginning of the plan year2024-07-31922428
Employer contributions to plan in this plan year2024-07-310
Fees paid to broker by Benefit Provider2024-07-31143
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-31117

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