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403(B) THRIFT PLAN OF COMMUNITY FOUNDATION OF HENDERSON COUNTY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF COMMUNITY FOUNDATION OF HENDERSON COUNTY, INC.
Plan identification number 001

403(B) THRIFT PLAN OF COMMUNITY FOUNDATION OF HENDERSON COUNTY, 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 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

COMMUNITY FOUNDATION OF HENDERSON C OUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY FOUNDATION OF HENDERSON C OUNTY, INC.
Employer identification number (EIN):561330792
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF COMMUNITY FOUNDATION OF HENDERSON COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01RACHEL BUCHANAN2024-01-30
0012021-07-01RACHEL BUCHANAN2023-01-23
0012021-07-01RACHEL BUCHANAN2023-01-30
0012020-07-01RACHEL BUCHANAN2022-01-10
0012019-07-01RACHEL BUCHANAN2021-01-06
0012019-07-01RACHEL BUCHANAN2021-01-06
0012018-07-01RACHEL BUCHANAN2020-01-10
0012017-07-01RACHEL BUCHANAN2018-10-17
0012016-07-01RACHEL BUCHANAN2017-11-30
0012015-07-01RACHEL BUCHANAN2017-01-31
0012014-07-01RACHEL BUCHANAN2016-01-28
0012013-07-01RACHEL BUCHANAN2015-01-12
0012012-07-01ROGER PRESS2014-01-30
0012011-07-01ROGER PRESS2012-12-21
0012010-07-01ROGER PRESS2012-01-27

Financial Data on 403(B) THRIFT PLAN OF COMMUNITY FOUNDATION OF HENDERSON COUNTY, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF COMMUNITY FOUNDATION OF HENDERSON COUNTY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-040
Total liabilities as of the end of the plan year2025-04-040
Total liabilities as of the beginning of the plan year2025-04-040
Total expenses incurred by plan in this plan year2025-04-0433648
Net assets as of the end of the plan year2025-04-042416570
Total assets as of the beginning of the plan year2025-04-041942949
Value of plan covered by a fidelity bond2025-04-04500000
Participant contributions to plan in this plan year2025-04-0453048
Other expenses paid from plan in this plan year2025-04-040
Other contributions to plan in this plan year2025-04-04101
Other income to plan in this plan year2025-04-04412886
Plan net income in this plan year2025-04-04473621
Net assets as of the end of the plan year2025-04-042416570
Net assets as of the beginning of the plan year2025-04-041942949
Employer contributions to plan in this plan year2025-04-0441234
Fees paid to broker by Benefit Provider2025-04-04369
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0493
2023 : 403(B) THRIFT PLAN OF COMMUNITY FOUNDATION OF HENDERSON COUNTY, INC. 2023 401k financial data
Total transfers to/from plan in this plan year2023-01-300
Total liabilities as of the end of the plan year2023-01-300
Total liabilities as of the beginning of the plan year2023-01-300
Total expenses incurred by plan in this plan year2023-01-302447
Net assets as of the end of the plan year2023-01-301598915
Total assets as of the beginning of the plan year2023-01-301789855
Value of plan covered by a fidelity bond2023-01-30500000
Participant contributions to plan in this plan year2023-01-3049335
Other expenses paid from plan in this plan year2023-01-3095
Other contributions to plan in this plan year2023-01-300
Other income to plan in this plan year2023-01-30-285759
Plan net income in this plan year2023-01-30-190940
Net assets as of the end of the plan year2023-01-301598915
Net assets as of the beginning of the plan year2023-01-301789855
Employer contributions to plan in this plan year2023-01-3047931
Fees paid to broker by Benefit Provider2023-01-30289

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