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Plan Name | COLUMBIA BASIN NON-PROFIT ASSOCIATION 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | COLUMBIA BASIN NONPROFIT ASSOCIATION |
Employer identification number (EIN): | 824333491 |
NAIC Classification: | 624100 |
NAIC Description: | Individual and Family Services |
Additional information about COLUMBIA BASIN NONPROFIT ASSOCIATION
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 2018-06-25 |
Company Identification Number: | 604296359 |
Legal Registered Office Address: |
1844 FOWLER ST RICHLAND United States of America (USA) 993524810 |
More information about COLUMBIA BASIN NONPROFIT ASSOCIATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 |
Measure | Date | Value |
---|---|---|
2022: COLUMBIA BASIN NON-PROFIT ASSOCIATION 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 230 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 227 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 26 |
Total of all active and inactive participants | 2022-01-01 | 253 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 253 |
Number of participants with account balances | 2022-01-01 | 181 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 15 |
2021: COLUMBIA BASIN NON-PROFIT ASSOCIATION 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 199 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 15 |
Total of all active and inactive participants | 2021-01-01 | 214 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 214 |
Number of participants with account balances | 2021-01-01 | 161 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 12 |
2020: COLUMBIA BASIN NON-PROFIT ASSOCIATION 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 156 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7 |
Total of all active and inactive participants | 2020-01-01 | 163 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 163 |
Number of participants with account balances | 2020-01-01 | 103 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 7 |
Measure | Date | Value |
---|---|---|
2022 : COLUMBIA BASIN NON-PROFIT ASSOCIATION 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $11,144 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $7,814 |
Total income from all sources (including contributions) | 2022-12-31 | $364,738 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $389,802 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $359,275 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $963,296 |
Value of total assets at end of year | 2022-12-31 | $5,108,384 |
Value of total assets at beginning of year | 2022-12-31 | $5,130,118 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $30,527 |
Total interest from all sources | 2022-12-31 | $458 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $147,648 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $147,648 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $586,911 |
Participant contributions at end of year | 2022-12-31 | $5,949 |
Participant contributions at beginning of year | 2022-12-31 | $13,266 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $3,231 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $11,144 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $7,814 |
Administrative expenses (other) incurred | 2022-12-31 | $10,533 |
Total non interest bearing cash at end of year | 2022-12-31 | $35 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $85 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-25,064 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,097,240 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,122,304 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $19,994 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,041,838 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,064,748 |
Interest on participant loans | 2022-12-31 | $458 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $60,562 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $52,019 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $52,019 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-746,664 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $373,154 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $359,275 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : COLUMBIA BASIN NON-PROFIT ASSOCIATION 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $1,558,629 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $7,814 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,265,118 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $209,092 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $184,072 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,741,476 |
Value of total assets at end of year | 2021-12-31 | $5,130,118 |
Value of total assets at beginning of year | 2021-12-31 | $1,507,649 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $25,020 |
Total interest from all sources | 2021-12-31 | $726 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $149,524 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $149,524 |
Administrative expenses professional fees incurred | 2021-12-31 | $1,007 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $520,386 |
Participant contributions at end of year | 2021-12-31 | $13,266 |
Participant contributions at beginning of year | 2021-12-31 | $3,318 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $890,110 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $7,814 |
Administrative expenses (other) incurred | 2021-12-31 | $9,915 |
Total non interest bearing cash at end of year | 2021-12-31 | $85 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $8 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,056,026 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,122,304 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,507,649 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $14,098 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,064,748 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,345,146 |
Interest on participant loans | 2021-12-31 | $726 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $52,019 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $155,635 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $155,635 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $373,392 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $330,980 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $3,542 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $184,072 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : COLUMBIA BASIN NON-PROFIT ASSOCIATION 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $996,403 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $557,115 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $45,869 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $39,457 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $354,572 |
Value of total assets at end of year | 2020-12-31 | $1,507,649 |
Value of total assets at beginning of year | 2020-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $6,412 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $12,243 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $12,243 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $145,732 |
Participant contributions at end of year | 2020-12-31 | $3,318 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $85,694 |
Administrative expenses (other) incurred | 2020-12-31 | $6,396 |
Total non interest bearing cash at end of year | 2020-12-31 | $8 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $511,246 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,507,649 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $16 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,345,146 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $155,635 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $190,300 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $123,146 |
Employer contributions (assets) at end of year | 2020-12-31 | $3,542 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $39,457 |
Contract administrator fees | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2022: COLUMBIA BASIN NON-PROFIT ASSOCIATION 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Mulitple employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: COLUMBIA BASIN NON-PROFIT ASSOCIATION 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Mulitple employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: COLUMBIA BASIN NON-PROFIT ASSOCIATION 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Mulitple employer plan |
2020-01-01 | First time form 5500 has been submitted | Yes |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |