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EMPLOYEE BENEFIT PLAN OF BOYS & GIRLS CLUB OF THE UMPQUA VALLEY 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF BOYS & GIRLS CLUB OF THE UMPQUA VALLEY
Plan identification number 003

EMPLOYEE BENEFIT PLAN OF BOYS & GIRLS CLUB OF THE UMPQUA VALLEY 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.
  • 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

BOYS & GIRLS CLUB OF THE UMPQUA VAL LEY has sponsored the creation of one or more 401k plans.

Company Name:BOYS & GIRLS CLUB OF THE UMPQUA VAL LEY
Employer identification number (EIN):911788798
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF BOYS & GIRLS CLUB OF THE UMPQUA VALLEY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01SANDRA GOODSON2024-10-15
0032022-01-01SANDRA GOODSON2023-10-23
0032021-01-01BRYAN LAKE2022-07-30
0032020-01-01BRYAN LAKE2021-07-27
0032019-01-01BRYAN LAKE2020-06-18
0032018-01-01SANDRA GOODSON2019-09-25
0032017-01-01SANDRA G. GOODSON2018-05-22
0032016-01-01SANDRA G GOODSON2017-06-23
0032015-01-01KAREN PRUMMER2016-10-17

Financial Data on EMPLOYEE BENEFIT PLAN OF BOYS & GIRLS CLUB OF THE UMPQUA VALLEY

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF BOYS & GIRLS CLUB OF THE UMPQUA VALLEY 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-130
Total liabilities as of the end of the plan year2025-10-130
Total liabilities as of the beginning of the plan year2025-10-130
Total expenses incurred by plan in this plan year2025-10-1392419
Net assets as of the end of the plan year2025-10-13422157
Total assets as of the beginning of the plan year2025-10-13428437
Value of plan covered by a fidelity bond2025-10-1345000
Participant contributions to plan in this plan year2025-10-1310713
Value of participant loans at end of plan year2025-10-136878
Other expenses paid from plan in this plan year2025-10-130
Other contributions to plan in this plan year2025-10-130
Other income to plan in this plan year2025-10-1355735
Plan net income in this plan year2025-10-13-6280
Net assets as of the end of the plan year2025-10-13422157
Net assets as of the beginning of the plan year2025-10-13428437
Employer contributions to plan in this plan year2025-10-1319691
Fees paid to broker by Benefit Provider2025-10-1331
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-13438
2024 : EMPLOYEE BENEFIT PLAN OF BOYS & GIRLS CLUB OF THE UMPQUA VALLEY 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-1551279
Net assets as of the end of the plan year2024-10-15428437
Total assets as of the beginning of the plan year2024-10-15382977
Value of plan covered by a fidelity bond2024-10-1545000
Participant contributions to plan in this plan year2024-10-1513758
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-1560692
Plan net income in this plan year2024-10-1545460
Net assets as of the end of the plan year2024-10-15428437
Net assets as of the beginning of the plan year2024-10-15382977
Employer contributions to plan in this plan year2024-10-1522289
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-15258
2022 : EMPLOYEE BENEFIT PLAN OF BOYS & GIRLS CLUB OF THE UMPQUA VALLEY 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-300
Total liabilities as of the beginning of the plan year2022-07-300
Total expenses incurred by plan in this plan year2022-07-30349
Net assets as of the end of the plan year2022-07-30413632
Total assets as of the beginning of the plan year2022-07-30318271
Value of plan covered by a fidelity bond2022-07-3020000
Participant contributions to plan in this plan year2022-07-3015414
Other expenses paid from plan in this plan year2022-07-30349
Other contributions to plan in this plan year2022-07-3020
Other income to plan in this plan year2022-07-3055946
Plan net income in this plan year2022-07-3095361
Net assets as of the end of the plan year2022-07-30413632
Net assets as of the beginning of the plan year2022-07-30318271
Employer contributions to plan in this plan year2022-07-3024330
Fees paid to broker by Benefit Provider2022-07-3071

Potentially related plans

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