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THE COLORADO TRUST 403(B) PLAN 401k Plan overview

Plan NameTHE COLORADO TRUST 403(B) PLAN
Plan identification number 002

THE COLORADO TRUST 403(B) PLAN 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

THE COLORADO TRUST has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COLORADO TRUST 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01TAYLOR SCHAFBUCH2023-09-29 TAYLOR SCHAFBUCH2023-09-29
0022021-01-01CAROLYN S HOMER2022-05-31 CAROLYN S HOMER2022-05-31
0022020-01-01CAROLYN HOMER2021-10-15 CAROLYN HOMER2021-10-15
0022019-01-01CAROLYN HOMER2020-09-25 CAROLYN HOMER2020-09-25
0022018-01-01DEBBIE MCCUISTON2019-09-30 DEBBIE MCCUISTON2019-09-30
0022017-01-01DEBBIE MCCUISTON2018-07-20 DEBBIE MCCUISTON2018-07-20
0022016-01-01DEBBIE MCCUISTON2017-06-14 DEBBIE MCCUISTON2017-06-14
0022015-01-01DEBBIE MCCUISTON2016-10-17 DEBBIE MCCUISTON2016-10-17
0022014-01-01DEBORAH MCCUISTON2015-08-24 DEBORAH MCCUISTON2015-08-24
0022013-01-01DEBORAH MCCUISTON2014-07-22 DEBORAH MCCUISTON2014-07-22
0022012-01-01JOANNE JOHNSON2013-07-17 JOANNE JOHNSON2013-07-17
0022011-01-01JOANNE JOHNSON2012-07-19 JOANNE JOHNSON2012-07-19
0022010-01-01JOANNE JOHNSON2011-06-27 JOANNE JOHNSON2011-06-27

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