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COMMUNITY PARTNERS FOR AFFORDABLE HOUSING, INC. 403B PLAN 401k Plan overview

Plan NameCOMMUNITY PARTNERS FOR AFFORDABLE HOUSING, INC. 403B PLAN
Plan identification number 001

COMMUNITY PARTNERS FOR AFFORDABLE HOUSING, INC. 403B PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

COMMUNITY PARTNERS FOR AFFORDABLE HOUSING, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY PARTNERS FOR AFFORDABLE HOUSING, INC.
Employer identification number (EIN):931155559
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY PARTNERS FOR AFFORDABLE HOUSING, INC. 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RACHAEL DUKE2024-10-15
0012022-01-01RACHAEL DUKE2023-09-28
0012021-01-01RACHAEL DUKE2022-10-13
0012021-01-01RACHAEL DUKE2022-10-13
0012020-01-01RACHAEL DUKE2021-07-28
0012019-01-01RACHAEL DUKE2020-10-15
0012018-01-01RACHAEL DUKE2019-07-18
0012017-01-01RACHAEL DUKE2018-07-05
0012016-01-01RACHAEL DUKE2017-05-15
0012015-01-01RACHAEL DUKE2016-06-28
0012014-01-01SHANNON WILSON2015-10-12
0012013-01-01SHEILA GREENLAW-FINK2014-03-11
0012012-01-01SHEILA GREENLAW-FINK2013-05-13
0012011-07-01SHEILA GREENLAW-FINK2012-06-12
0012010-07-01SHEILA GREENLAW-FINK2011-10-07
0012009-07-01SHEILA GREENLAW-FINK

Plan Statistics for COMMUNITY PARTNERS FOR AFFORDABLE HOUSING, INC. 403B PLAN

401k plan membership statisitcs for COMMUNITY PARTNERS FOR AFFORDABLE HOUSING, INC. 403B PLAN

Measure Date Value
2025: COMMUNITY PARTNERS FOR AFFORDABLE HOUSING, INC. 403B PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-2342
Total number of particpants at end of year2025-07-2346
Number of Participants With Account Balances2025-07-2341
2024: COMMUNITY PARTNERS FOR AFFORDABLE HOUSING, INC. 403B PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1526
Total number of particpants at end of year2024-10-1541
Number of Participants With Account Balances2024-10-1534
2022: COMMUNITY PARTNERS FOR AFFORDABLE HOUSING, INC. 403B PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-1316
Total number of particpants at end of year2022-10-1321
Number of Participants With Account Balances2022-10-1317
2009: COMMUNITY PARTNERS FOR AFFORDABLE HOUSING, INC. 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-016
Total number of active participants reported on line 7a of the Form 55002009-07-016
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-012
Total of all active and inactive participants2009-07-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-018
Number of participants with account balances2009-07-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on COMMUNITY PARTNERS FOR AFFORDABLE HOUSING, INC. 403B PLAN

Measure Date Value
2025 : COMMUNITY PARTNERS FOR AFFORDABLE HOUSING, INC. 403B PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2334044
Net assets as of the end of the plan year2025-07-23619060
Total assets as of the beginning of the plan year2025-07-23368497
Value of plan covered by a fidelity bond2025-07-23100000
Participant contributions to plan in this plan year2025-07-2376551
Other expenses paid from plan in this plan year2025-07-232867
Other contributions to plan in this plan year2025-07-2369179
Other income to plan in this plan year2025-07-2352842
Plan net income in this plan year2025-07-23250563
Net assets as of the end of the plan year2025-07-23619060
Net assets as of the beginning of the plan year2025-07-23368497
Employer contributions to plan in this plan year2025-07-2386035
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-232829
2024 : COMMUNITY PARTNERS FOR AFFORDABLE HOUSING, INC. 403B PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1510569
Net assets as of the end of the plan year2024-10-15368497
Total assets as of the beginning of the plan year2024-10-15220631
Value of plan covered by a fidelity bond2024-10-15100000
Participant contributions to plan in this plan year2024-10-1551723
Other expenses paid from plan in this plan year2024-10-151560
Other income to plan in this plan year2024-10-1539454
Plan net income in this plan year2024-10-15147866
Net assets as of the end of the plan year2024-10-15368497
Net assets as of the beginning of the plan year2024-10-15220631
Employer contributions to plan in this plan year2024-10-1567258
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-151191
2022 : COMMUNITY PARTNERS FOR AFFORDABLE HOUSING, INC. 403B PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-133627
Net assets as of the end of the plan year2022-10-13157237
Total assets as of the beginning of the plan year2022-10-1391896
Value of plan covered by a fidelity bond2022-10-13100000
Participant contributions to plan in this plan year2022-10-1315588
Other expenses paid from plan in this plan year2022-10-13642
Other income to plan in this plan year2022-10-1315490
Plan net income in this plan year2022-10-1365341
Net assets as of the end of the plan year2022-10-13157237
Net assets as of the beginning of the plan year2022-10-1391896
Employer contributions to plan in this plan year2022-10-1337890
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-13813
2010 : COMMUNITY PARTNERS FOR AFFORDABLE HOUSING, INC. 403B PLAN 2010 401k financial data
Total income from all sources2010-06-30$56,055
Expenses. Total of all expenses incurred2010-06-30$0
Total plan assets at end of year2010-06-30$96,047
Total plan assets at beginning of year2010-06-30$39,992
Total contributions received or receivable from participants2010-06-30$30,317
Other income received2010-06-30$586
Net income (gross income less expenses)2010-06-30$56,055
Net plan assets at end of year (total assets less liabilities)2010-06-30$96,047
Net plan assets at beginning of year (total assets less liabilities)2010-06-30$39,992
Total contributions received or receivable from employer(s)2010-06-30$25,152

Form 5500 Responses for COMMUNITY PARTNERS FOR AFFORDABLE HOUSING, INC. 403B PLAN

2009: COMMUNITY PARTNERS FOR AFFORDABLE HOUSING, INC. 403B PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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