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403(B) THRIFT PLAN OF OREGON HUMAN DEVELOPMENT CORPORATION 401k Plan overview

Plan Name403(B) THRIFT PLAN OF OREGON HUMAN DEVELOPMENT CORPORATION
Plan identification number 002

403(B) THRIFT PLAN OF OREGON HUMAN DEVELOPMENT CORPORATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

OREGON HUMAN DEVELOPMENT CORPORATIO N has sponsored the creation of one or more 401k plans.

Company Name:OREGON HUMAN DEVELOPMENT CORPORATIO N
Employer identification number (EIN):931150042
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF OREGON HUMAN DEVELOPMENT CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01BRION OLIVER2024-07-19
0022022-01-01BRION OLIVER2023-07-06
0022021-01-01CLAIRE GOUX2022-07-22
0022020-01-01CHRISTOPHER WATTS2021-10-14
0022019-01-01CANDACE CLARKE2020-10-15
0022018-01-01MARTIN CAMPOS-DAVIS2019-10-15
0022017-01-01DEBBIE SMITH2018-10-11 DEBBIE SMITH2018-10-11
0022016-01-01RONALD J HAUGE2017-07-25 RONALD J HAUGE2017-07-25
0022014-01-01RONALD J HAUGE2015-07-24 RONALD J HAUGE2015-07-24
0022013-01-01RONALD J HAUGE2014-07-25 RONALD J HAUGE2014-07-25
0022012-01-01RONALD J HAUGE, EXECUTIVE DIRECTOR2013-07-30 RONALD J HAUGE, EXECUTIVE DIRECTOR2013-07-30
0022011-01-01RONALD J HAUGE, EXECUTIVE DIRECTOR2012-07-30 RONALD J HAUGE, EXECUTIVE DIRECTOR2012-07-30
0022010-01-01RON HAUGE, EXECUTIVE DIRECTOR2011-10-11 RON HAUGE, EXECUTIVE DIRECTOR2011-10-11

Plan Statistics for 403(B) THRIFT PLAN OF OREGON HUMAN DEVELOPMENT CORPORATION

401k plan membership statisitcs for 403(B) THRIFT PLAN OF OREGON HUMAN DEVELOPMENT CORPORATION

Measure Date Value
2025: 403(B) THRIFT PLAN OF OREGON HUMAN DEVELOPMENT CORPORATION 2025 401k membership
Total number of particpants at beginning of year2025-08-2257
Total number of particpants at end of year2025-08-2252
Number of Participants With Account Balances2025-08-2248
2024: 403(B) THRIFT PLAN OF OREGON HUMAN DEVELOPMENT CORPORATION 2024 401k membership
Total number of particpants at beginning of year2024-07-1968
Total number of particpants at end of year2024-07-1957
Number of Participants With Account Balances2024-07-1953
2022: 403(B) THRIFT PLAN OF OREGON HUMAN DEVELOPMENT CORPORATION 2022 401k membership
Total number of particpants at beginning of year2022-07-2222
Total number of particpants at end of year2022-07-2243
Number of Participants With Account Balances2022-07-2243

Financial Data on 403(B) THRIFT PLAN OF OREGON HUMAN DEVELOPMENT CORPORATION

Measure Date Value
2025 : 403(B) THRIFT PLAN OF OREGON HUMAN DEVELOPMENT CORPORATION 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-220
Total liabilities as of the end of the plan year2025-08-220
Total liabilities as of the beginning of the plan year2025-08-220
Total expenses incurred by plan in this plan year2025-08-2268165
Net assets as of the end of the plan year2025-08-221247476
Total assets as of the beginning of the plan year2025-08-22928256
Value of plan covered by a fidelity bond2025-08-22250000
Participant contributions to plan in this plan year2025-08-22127538
Other expenses paid from plan in this plan year2025-08-220
Other contributions to plan in this plan year2025-08-2233318
Other income to plan in this plan year2025-08-22120341
Plan net income in this plan year2025-08-22319220
Net assets as of the end of the plan year2025-08-221247476
Net assets as of the beginning of the plan year2025-08-22928256
Employer contributions to plan in this plan year2025-08-22106188
Fees paid to broker by Benefit Provider2025-08-22222
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-22271
2024 : 403(B) THRIFT PLAN OF OREGON HUMAN DEVELOPMENT CORPORATION 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-190
Total liabilities as of the end of the plan year2024-07-190
Total liabilities as of the beginning of the plan year2024-07-190
Total expenses incurred by plan in this plan year2024-07-19292140
Net assets as of the end of the plan year2024-07-19928256
Total assets as of the beginning of the plan year2024-07-19860641
Value of plan covered by a fidelity bond2024-07-19250000
Participant contributions to plan in this plan year2024-07-19140828
Other expenses paid from plan in this plan year2024-07-190
Other contributions to plan in this plan year2024-07-190
Other income to plan in this plan year2024-07-19110826
Plan net income in this plan year2024-07-1967615
Net assets as of the end of the plan year2024-07-19928256
Net assets as of the beginning of the plan year2024-07-19860641
Employer contributions to plan in this plan year2024-07-19108101
Fees paid to broker by Benefit Provider2024-07-19535
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-19271
2022 : 403(B) THRIFT PLAN OF OREGON HUMAN DEVELOPMENT CORPORATION 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-220
Total liabilities as of the end of the plan year2022-07-220
Total liabilities as of the beginning of the plan year2022-07-220
Total expenses incurred by plan in this plan year2022-07-2215328
Net assets as of the end of the plan year2022-07-22731405
Total assets as of the beginning of the plan year2022-07-22544354
Value of plan covered by a fidelity bond2022-07-22250000
Participant contributions to plan in this plan year2022-07-22101211
Other expenses paid from plan in this plan year2022-07-22148
Other contributions to plan in this plan year2022-07-220
Other income to plan in this plan year2022-07-2267414
Plan net income in this plan year2022-07-22187051
Net assets as of the end of the plan year2022-07-22731405
Net assets as of the beginning of the plan year2022-07-22544354
Employer contributions to plan in this plan year2022-07-2233754
Fees paid to broker by Benefit Provider2022-07-22112

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