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WILLAMETTE VIEW FOUNDATON 401K PLAN 401k Plan overview

Plan NameWILLAMETTE VIEW FOUNDATON 401K PLAN
Plan identification number 003

WILLAMETTE VIEW FOUNDATON 401K 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.
  • 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

WILLAMETTE VIEW FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:WILLAMETTE VIEW FOUNDATION
Employer identification number (EIN):930575395
NAIC Classification:561210
NAIC Description:Facilities Support Services

Additional information about WILLAMETTE VIEW FOUNDATION

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2067-11-03
Company Identification Number: 8184913
Legal Registered Office Address: 11226 SE 21ST AVE

PORTLAND
United States of America (USA)
97222

More information about WILLAMETTE VIEW FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLAMETTE VIEW FOUNDATON 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01DIANE WERNLI2024-03-11
0032022-01-01DIANE WERNLI2023-03-28
0032021-01-01DIANE WERNLI2022-07-14
0032020-01-01DIANE WERNLI2021-03-01
0032019-01-01DIANE WERNLI2020-05-19
0032018-01-01DIANE WERNLI2019-07-22
0032017-01-01DIANE WERNLI2018-05-25
0032015-01-01DIANE WERNLI2016-04-27
0032014-01-01DIANE WERNLI2015-06-02
0032013-01-01DIANE WERNLI2014-06-23
0032012-01-01DIANE WERNLI2013-05-24
0032011-01-01DIANE WERNLI2012-02-21
0032010-01-01DIANE WERNLI2011-05-24

Financial Data on WILLAMETTE VIEW FOUNDATON 401K PLAN

Measure Date Value
2025 : WILLAMETTE VIEW FOUNDATON 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-29836257
Net assets as of the end of the plan year2025-05-290
Total assets as of the beginning of the plan year2025-05-29761031
Value of plan covered by a fidelity bond2025-05-29100000
Participant contributions to plan in this plan year2025-05-2934400
Other expenses paid from plan in this plan year2025-05-291882
Other income to plan in this plan year2025-05-2938276
Plan net income in this plan year2025-05-29-761031
Net assets as of the end of the plan year2025-05-290
Net assets as of the beginning of the plan year2025-05-29761031
Employer contributions to plan in this plan year2025-05-292550
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-29230
Total expenses incurred by plan in this plan year2025-04-2960
Net assets as of the end of the plan year2025-04-29761031
Total assets as of the beginning of the plan year2025-04-29623063
Value of plan covered by a fidelity bond2025-04-29100000
Participant contributions to plan in this plan year2025-04-2940625
Other income to plan in this plan year2025-04-2984653
Plan net income in this plan year2025-04-29137968
Net assets as of the end of the plan year2025-04-29761031
Net assets as of the beginning of the plan year2025-04-29623063
Employer contributions to plan in this plan year2025-04-2912750
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-2960
2024 : WILLAMETTE VIEW FOUNDATON 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-1160
Net assets as of the end of the plan year2024-03-11623063
Total assets as of the beginning of the plan year2024-03-11486933
Value of plan covered by a fidelity bond2024-03-11100000
Participant contributions to plan in this plan year2024-03-1139300
Other income to plan in this plan year2024-03-1184844
Plan net income in this plan year2024-03-11136130
Net assets as of the end of the plan year2024-03-11623063
Net assets as of the beginning of the plan year2024-03-11486933
Employer contributions to plan in this plan year2024-03-1112046
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-1160

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