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CITY CLUB OF PORTLAND 401(K) PLAN 401k Plan overview

Plan NameCITY CLUB OF PORTLAND 401(K) PLAN
Plan identification number 002

CITY CLUB OF PORTLAND 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

CITY CLUB OF PORTLAND has sponsored the creation of one or more 401k plans.

Company Name:CITY CLUB OF PORTLAND
Employer identification number (EIN):930140220
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CITY CLUB OF PORTLAND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01QIAN LIU2024-05-09
0022022-01-01CHRISTINE RIMER2023-05-27
0022021-01-01CHRISTINE RIMER2022-06-01
0022020-01-01CAROL HO2021-05-25
0022019-01-01CAROL HO2020-10-12

Plan Statistics for CITY CLUB OF PORTLAND 401(K) PLAN

401k plan membership statisitcs for CITY CLUB OF PORTLAND 401(K) PLAN

Measure Date Value
2025: CITY CLUB OF PORTLAND 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-122
Total number of particpants at end of year2025-04-122
Number of Participants With Account Balances2025-04-122
2024: CITY CLUB OF PORTLAND 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-092
Total number of particpants at end of year2024-05-092
Number of Participants With Account Balances2024-05-092

Financial Data on CITY CLUB OF PORTLAND 401(K) PLAN

Measure Date Value
2025 : CITY CLUB OF PORTLAND 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-120
Total liabilities as of the end of the plan year2025-04-120
Total liabilities as of the beginning of the plan year2025-04-120
Total expenses incurred by plan in this plan year2025-04-12260
Net assets as of the end of the plan year2025-04-12143532
Total assets as of the beginning of the plan year2025-04-12120041
Value of plan covered by a fidelity bond2025-04-12917471694
Participant contributions to plan in this plan year2025-04-123276
Other expenses paid from plan in this plan year2025-04-120
Other contributions to plan in this plan year2025-04-120
Other income to plan in this plan year2025-04-1217199
Plan net income in this plan year2025-04-1223491
Net assets as of the end of the plan year2025-04-12143532
Net assets as of the beginning of the plan year2025-04-12120041
Value of contributions failed to transmitted timely2025-04-120
Employer contributions to plan in this plan year2025-04-123276
Fees paid to broker by Benefit Provider2025-04-120
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-12260
2024 : CITY CLUB OF PORTLAND 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-090
Total liabilities as of the end of the plan year2024-05-090
Total liabilities as of the beginning of the plan year2024-05-090
Total expenses incurred by plan in this plan year2024-05-09223
Net assets as of the end of the plan year2024-05-09120041
Total assets as of the beginning of the plan year2024-05-0999054
Value of plan covered by a fidelity bond2024-05-09705050000
Participant contributions to plan in this plan year2024-05-09889
Other expenses paid from plan in this plan year2024-05-090
Other contributions to plan in this plan year2024-05-09635
Other income to plan in this plan year2024-05-0918797
Plan net income in this plan year2024-05-0920987
Net assets as of the end of the plan year2024-05-09120041
Net assets as of the beginning of the plan year2024-05-0999054
Value of contributions failed to transmitted timely2024-05-090
Employer contributions to plan in this plan year2024-05-09889
Fees paid to broker by Benefit Provider2024-05-090
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-09223

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