| Plan Name | WILLAMETTE VIEW FOUNDATON 401K PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | DIANE WERNLI | 2024-03-11 | ||
| 003 | 2022-01-01 | DIANE WERNLI | 2023-03-28 | ||
| 003 | 2021-01-01 | DIANE WERNLI | 2022-07-14 | ||
| 003 | 2020-01-01 | DIANE WERNLI | 2021-03-01 | ||
| 003 | 2019-01-01 | DIANE WERNLI | 2020-05-19 | ||
| 003 | 2018-01-01 | DIANE WERNLI | 2019-07-22 | ||
| 003 | 2017-01-01 | DIANE WERNLI | 2018-05-25 | ||
| 003 | 2015-01-01 | DIANE WERNLI | 2016-04-27 | ||
| 003 | 2014-01-01 | DIANE WERNLI | 2015-06-02 | ||
| 003 | 2013-01-01 | DIANE WERNLI | 2014-06-23 | ||
| 003 | 2012-01-01 | DIANE WERNLI | 2013-05-24 | ||
| 003 | 2011-01-01 | DIANE WERNLI | 2012-02-21 | ||
| 003 | 2010-01-01 | DIANE WERNLI | 2011-05-24 |
| Measure | Date | Value |
|---|---|---|
| 2025 : WILLAMETTE VIEW FOUNDATON 401K PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-05-29 | 836257 |
| Net assets as of the end of the plan year | 2025-05-29 | 0 |
| Total assets as of the beginning of the plan year | 2025-05-29 | 761031 |
| Value of plan covered by a fidelity bond | 2025-05-29 | 100000 |
| Participant contributions to plan in this plan year | 2025-05-29 | 34400 |
| Other expenses paid from plan in this plan year | 2025-05-29 | 1882 |
| Other income to plan in this plan year | 2025-05-29 | 38276 |
| Plan net income in this plan year | 2025-05-29 | -761031 |
| Net assets as of the end of the plan year | 2025-05-29 | 0 |
| Net assets as of the beginning of the plan year | 2025-05-29 | 761031 |
| Employer contributions to plan in this plan year | 2025-05-29 | 2550 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-29 | 230 |
| Total expenses incurred by plan in this plan year | 2025-04-29 | 60 |
| Net assets as of the end of the plan year | 2025-04-29 | 761031 |
| Total assets as of the beginning of the plan year | 2025-04-29 | 623063 |
| Value of plan covered by a fidelity bond | 2025-04-29 | 100000 |
| Participant contributions to plan in this plan year | 2025-04-29 | 40625 |
| Other income to plan in this plan year | 2025-04-29 | 84653 |
| Plan net income in this plan year | 2025-04-29 | 137968 |
| Net assets as of the end of the plan year | 2025-04-29 | 761031 |
| Net assets as of the beginning of the plan year | 2025-04-29 | 623063 |
| Employer contributions to plan in this plan year | 2025-04-29 | 12750 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-29 | 60 |
| 2024 : WILLAMETTE VIEW FOUNDATON 401K PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-03-11 | 60 |
| Net assets as of the end of the plan year | 2024-03-11 | 623063 |
| Total assets as of the beginning of the plan year | 2024-03-11 | 486933 |
| Value of plan covered by a fidelity bond | 2024-03-11 | 100000 |
| Participant contributions to plan in this plan year | 2024-03-11 | 39300 |
| Other income to plan in this plan year | 2024-03-11 | 84844 |
| Plan net income in this plan year | 2024-03-11 | 136130 |
| Net assets as of the end of the plan year | 2024-03-11 | 623063 |
| Net assets as of the beginning of the plan year | 2024-03-11 | 486933 |
| Employer contributions to plan in this plan year | 2024-03-11 | 12046 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-03-11 | 60 |