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NEW MEXICO COMMUNITY FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameNEW MEXICO COMMUNITY FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

NEW MEXICO COMMUNITY FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

NEW MEXICO COMMUNITY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:NEW MEXICO COMMUNITY FOUNDATION
Employer identification number (EIN):850311210
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW MEXICO COMMUNITY FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PHILIP VARNUM2024-09-19 PHILIP VARNUM2024-09-19
0012022-01-01CARLA MELENDEZ2023-02-17 CARLA MELENDEZ2023-02-17
0012021-01-01CARLA MELENDEZ2022-03-08 CARLA MELENDEZ2022-03-08
0012020-01-01CARLA MELENDEZ2021-05-06 CARLA MELENDEZ2021-05-06
0012019-01-01CARLA MELENDEZ2020-04-14 CARLA MELENDEZ2020-04-14
0012018-01-01MARYANN LUCERO2019-05-16 MARYANN LUCERO2019-05-16
0012017-01-01MARYANN LUCERO2018-05-09 MARYANN LUCERO2018-05-09
0012016-01-01MARYANN LUCERO2017-09-13 MARYANN LUCERO2017-09-13
0012015-01-01MARYANN LUCERO2016-07-07 MARYANN LUCERO2016-07-07
0012014-01-01CARLA MELENDEZ2015-06-23 CARLA MELENDEZ2015-06-23
0012013-01-01CARLA MELENDEZ2014-07-01 CARLA MELENDEZ2014-07-01
0012012-01-01MICHAEL SANTISTEVAN2013-08-30 MICHAEL SANTISTEVAN2013-08-30
0012011-01-01MICHAEL SANTISTEVAN2013-07-31 MICHAEL SANTISTEVAN2013-07-31
0012010-01-01NEW MEXICO COMMUNITY FOUNDATIO2011-10-12
0012009-01-01NEW MEXICO COMMUNITY FOUNDATIO

Financial Data on NEW MEXICO COMMUNITY FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : NEW MEXICO COMMUNITY FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-260
Total expenses incurred by plan in this plan year2025-09-2636209
Net assets as of the end of the plan year2025-09-26414428
Total assets as of the beginning of the plan year2025-09-26251495
Value of plan covered by a fidelity bond2025-09-2650000
Participant contributions to plan in this plan year2025-09-2626948
Other contributions to plan in this plan year2025-09-26119271
Other income to plan in this plan year2025-09-2633025
Plan net income in this plan year2025-09-26162933
Net assets as of the end of the plan year2025-09-26414428
Net assets as of the beginning of the plan year2025-09-26251495
Employer contributions to plan in this plan year2025-09-2619898
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2675
2024 : NEW MEXICO COMMUNITY FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-190
Total expenses incurred by plan in this plan year2024-09-19118191
Net assets as of the end of the plan year2024-09-19251495
Total assets as of the beginning of the plan year2024-09-19310958
Value of plan covered by a fidelity bond2024-09-1950000
Participant contributions to plan in this plan year2024-09-1916588
Value of participant loans at end of plan year2024-09-190
Other expenses paid from plan in this plan year2024-09-19232
Other contributions to plan in this plan year2024-09-190
Other income to plan in this plan year2024-09-1930987
Plan net income in this plan year2024-09-19-59463
Net assets as of the end of the plan year2024-09-19251495
Net assets as of the beginning of the plan year2024-09-19310958
Employer contributions to plan in this plan year2024-09-1911153
Fees paid to broker by Benefit Provider2024-09-19148
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-190
2022 : NEW MEXICO COMMUNITY FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-080
Total liabilities as of the end of the plan year2022-03-080
Total liabilities as of the beginning of the plan year2022-03-080
Total expenses incurred by plan in this plan year2022-03-0848
Net assets as of the end of the plan year2022-03-08509264
Total assets as of the beginning of the plan year2022-03-08437652
Value of plan covered by a fidelity bond2022-03-0850000
Participant contributions to plan in this plan year2022-03-0813360
Value of participant loans at end of plan year2022-03-081599
Other expenses paid from plan in this plan year2022-03-080
Other contributions to plan in this plan year2022-03-080
Other income to plan in this plan year2022-03-0846948
Plan net income in this plan year2022-03-0871612
Net assets as of the end of the plan year2022-03-08509264
Net assets as of the beginning of the plan year2022-03-08437652
Value of contributions failed to transmitted timely2022-03-088
Employer contributions to plan in this plan year2022-03-0811352
Fees paid to broker by Benefit Provider2022-03-08235
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-0848

Form 5500 Responses for NEW MEXICO COMMUNITY FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST

2009: NEW MEXICO COMMUNITY FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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