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THE COMMUNITY FOUNDATION 401(K) P/S PLAN 401k Plan overview

Plan NameTHE COMMUNITY FOUNDATION 401(K) P/S PLAN
Plan identification number 001

THE COMMUNITY FOUNDATION 401(K) P/S PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

THE COMMUNITY FOUNDATION SERVING BOULDER COUNTY has sponsored the creation of one or more 401k plans.

Company Name:THE COMMUNITY FOUNDATION SERVING BOULDER COUNTY
Employer identification number (EIN):841171836
NAIC Classification:525990
NAIC Description:Other Financial Vehicles

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COMMUNITY FOUNDATION 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KEN LONG2024-08-23
0012022-01-01TATIANA HERNANDEZ2023-05-11
0012021-01-01JENNIFER FULTON ANDERSON2022-07-21
0012020-01-01JENNIFER FULTON ANDERSON2021-07-20
0012019-01-01JENNIFER FULTON ANDERSON2020-07-29
0012018-01-01CATHY DEVANEY2019-06-04
0012017-01-01JENNIFER KILPATRICK2018-06-07
0012016-01-01JENNIFER KILPATRICK2017-06-14
0012015-01-01JENNIFER KILPATRICK2016-06-06
0012014-01-01JENNIFER KILPATRICK2015-09-02
0012013-01-01JENNIFER KILPATRICK2014-06-18
0012012-01-01KARA EDWARDS2013-05-15
0012011-01-01KARA EDWARDS2012-05-18
0012010-01-01DEBBIE GAFFNEY2011-03-16

Financial Data on THE COMMUNITY FOUNDATION 401(K) P/S PLAN

Measure Date Value
2025 : THE COMMUNITY FOUNDATION 401(K) P/S PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-110
Total expenses incurred by plan in this plan year2025-09-1121927
Net assets as of the end of the plan year2025-09-111321027
Total assets as of the beginning of the plan year2025-09-111056646
Value of plan covered by a fidelity bond2025-09-11110000
Participant contributions to plan in this plan year2025-09-1176987
Value of participant loans at end of plan year2025-09-11449
Other income to plan in this plan year2025-09-11125639
Plan net income in this plan year2025-09-11264381
Net assets as of the end of the plan year2025-09-111321027
Net assets as of the beginning of the plan year2025-09-111056646
Employer contributions to plan in this plan year2025-09-1183682
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-115581
2024 : THE COMMUNITY FOUNDATION 401(K) P/S PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-08-230
Total expenses incurred by plan in this plan year2024-08-23278813
Net assets as of the end of the plan year2024-08-231056646
Total assets as of the beginning of the plan year2024-08-231093640
Value of plan covered by a fidelity bond2024-08-23110000
Participant contributions to plan in this plan year2024-08-2341212
Value of participant loans at end of plan year2024-08-237499
Other income to plan in this plan year2024-08-23157163
Plan net income in this plan year2024-08-23-36994
Net assets as of the end of the plan year2024-08-231056646
Net assets as of the beginning of the plan year2024-08-231093640
Employer contributions to plan in this plan year2024-08-2343444
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-234730

Potentially related plans

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