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Plan Name | THE COLORADO TRUST MONEY PURCHASE PENSION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | THE COLORADO TRUST |
Employer identification number (EIN): | 840994055 |
NAIC Classification: | 624200 |
Additional information about THE COLORADO TRUST
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1985-06-07 |
Company Identification Number: | 19871624857 |
Legal Registered Office Address: |
1600 SHERMAN ST DENVER United States of America (USA) 80203 |
More information about THE COLORADO TRUST
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | TAYLOR SCHAFBUCH | 2023-09-29 | TAYLOR SCHAFBUCH | 2023-09-29 |
001 | 2021-01-01 | CAROLYN S HOMER | 2022-06-02 | CAROLYN S HOMER | 2022-06-02 |
001 | 2020-01-01 | CAROLYN HOMER | 2021-10-15 | CAROLYN HOMER | 2021-10-15 |
001 | 2019-01-01 | CAROLYN HOMER | 2020-09-25 | CAROLYN HOMER | 2020-09-25 |
001 | 2018-01-01 | DEBBIE MCCUISTON | 2019-09-26 | DEBBIE MCCUISTON | 2019-09-26 |
001 | 2017-01-01 | DEBBIE MCCUISTON | 2018-07-20 | DEBBIE MCCUISTON | 2018-07-20 |
001 | 2016-01-01 | DEBBIE MCCUISTON | 2017-06-14 | DEBBIE MCCUISTON | 2017-06-14 |
001 | 2015-01-01 | DEBBIE MCCUISTON | 2016-10-17 | DEBBIE MCCUISTON | 2016-10-17 |
001 | 2014-01-01 | DEBBIE MCCUISTON | |||
001 | 2013-01-01 | DEBBIE MCCUISTON | |||
001 | 2012-01-01 | JOANNE JOHNSON | |||
001 | 2009-01-01 | JOANNE JOHNSON | |||
001 | 2009-01-01 | JOANNE JOHNSON | 2010-06-30 |
Measure | Date | Value |
---|---|---|
2014: THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 17 |
Total of all active and inactive participants | 2014-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 34 |
Number of participants with account balances | 2014-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 13 |
Total of all active and inactive participants | 2013-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 34 |
Number of participants with account balances | 2013-01-01 | 34 |
2012: THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 12 |
Total of all active and inactive participants | 2012-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 38 |
Number of participants with account balances | 2012-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2009: THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 10 |
Total of all active and inactive participants | 2009-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 34 |
Number of participants with account balances | 2009-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2014 : THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $377,794 |
Expenses. Total of all expenses incurred | 2014-12-31 | $289,002 |
Benefits paid (including direct rollovers) | 2014-12-31 | $289,002 |
Total plan assets at end of year | 2014-12-31 | $3,262,874 |
Total plan assets at beginning of year | 2014-12-31 | $3,174,082 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $121,009 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $88,792 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,262,874 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,174,082 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $256,785 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $256,785 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $256,785 |
2013 : THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $766,162 |
Expenses. Total of all expenses incurred | 2013-12-31 | $801,059 |
Benefits paid (including direct rollovers) | 2013-12-31 | $801,057 |
Total plan assets at end of year | 2013-12-31 | $3,174,082 |
Total plan assets at beginning of year | 2013-12-31 | $3,208,979 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $448,598 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $-34,897 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,174,082 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,208,979 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $317,564 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $317,564 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $317,564 |
2012 : THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $603,098 |
Expenses. Total of all expenses incurred | 2012-12-31 | $107,167 |
Benefits paid (including direct rollovers) | 2012-12-31 | $107,164 |
Total plan assets at end of year | 2012-12-31 | $3,208,979 |
Total plan assets at beginning of year | 2012-12-31 | $2,713,048 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Other income received | 2012-12-31 | $279,220 |
Net income (gross income less expenses) | 2012-12-31 | $495,931 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,208,979 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,713,048 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $323,878 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $3 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $323,878 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $323,878 |
2010 : THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $593,625 |
Expenses. Total of all expenses incurred | 2010-12-31 | $48,278 |
Benefits paid (including direct rollovers) | 2010-12-31 | $48,273 |
Total plan assets at end of year | 2010-12-31 | $3,173,947 |
Total plan assets at beginning of year | 2010-12-31 | $2,628,600 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Other income received | 2010-12-31 | $309,131 |
Net income (gross income less expenses) | 2010-12-31 | $545,347 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,173,947 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,628,600 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $284,494 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $290,543 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $290,543 |
2009 : THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $274,030 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $274,030 |
2014: THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |