| Plan Name | ECONOMIC OPPORTUNITY INSTITUTE PENSION PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | ECONOMIC OPPORTUNITY INSTITUTE |
| Employer identification number (EIN): | 911999302 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about ECONOMIC OPPORTUNITY INSTITUTE
| Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
| Incorporation Date: | 1999-09-24 |
| Company Identification Number: | 601982612 |
| Legal Registered Office Address: |
603 STEWART ST STE 715 SEATTLE United States of America (USA) 981012435 |
More information about ECONOMIC OPPORTUNITY INSTITUTE
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | AARON KEATING | 2024-07-02 | ||
| 001 | 2022-01-01 | AARON KEATING | 2023-07-20 | ||
| 001 | 2021-01-01 | SUMMER STINSON | 2022-10-15 | ||
| 001 | 2020-01-01 | SUMMER STINSON | 2021-10-15 | ||
| 001 | 2019-01-01 | JOHN BURBANK | 2020-10-05 | ||
| 001 | 2018-01-01 | JOHN BURBANK | 2019-06-12 | JOHN BURBANK | 2019-06-12 |
| 001 | 2017-01-01 | JOHN BURBANK | 2018-07-27 | JOHN BURBANK | 2018-07-27 |
| 001 | 2016-01-01 | JOHN BURBANK | 2017-08-14 | JOHN BURBANK | 2017-08-14 |
| 001 | 2015-01-01 | JOHN BURBANK | 2016-09-13 | JOHN BURBANK | 2016-09-13 |
| 001 | 2014-01-01 | JOHN BURBANK | 2015-08-17 | JOHN BURBANK | 2015-08-17 |
| 001 | 2013-01-01 | JOHN BURBANK | 2014-06-12 | JOHN BURBANK | 2014-06-12 |
| 001 | 2012-01-01 | JOHN BURBANK | 2013-10-15 | JOHN BURBANK | 2013-10-15 |
| 001 | 2011-01-01 | KELLY CROW | 2012-07-18 | ||
| 001 | 2010-01-01 | KELLY CROW | 2011-07-11 |
| Measure | Date | Value |
|---|---|---|
| 2025 : ECONOMIC OPPORTUNITY INSTITUTE PENSION PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-28 | 645 |
| Net assets as of the end of the plan year | 2025-07-28 | 2358064 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 1739025 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 205000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 59738 |
| Other contributions to plan in this plan year | 2025-07-28 | 226309 |
| Other income to plan in this plan year | 2025-07-28 | 250005 |
| Plan net income in this plan year | 2025-07-28 | 619039 |
| Net assets as of the end of the plan year | 2025-07-28 | 2358064 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 1739025 |
| Employer contributions to plan in this plan year | 2025-07-28 | 83632 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 645 |
| 2024 : ECONOMIC OPPORTUNITY INSTITUTE PENSION PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-02 | 337154 |
| Net assets as of the end of the plan year | 2024-07-02 | 1739025 |
| Total assets as of the beginning of the plan year | 2024-07-02 | 1679108 |
| Value of plan covered by a fidelity bond | 2024-07-02 | 205000 |
| Participant contributions to plan in this plan year | 2024-07-02 | 46769 |
| Other contributions to plan in this plan year | 2024-07-02 | 7351 |
| Other income to plan in this plan year | 2024-07-02 | 262163 |
| Plan net income in this plan year | 2024-07-02 | 59917 |
| Net assets as of the end of the plan year | 2024-07-02 | 1739025 |
| Net assets as of the beginning of the plan year | 2024-07-02 | 1679108 |
| Employer contributions to plan in this plan year | 2024-07-02 | 80788 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-02 | 575 |