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TAX DEFERRED ANNUITY PLAN OF OREGON CENTER FOR PUBLIC POLICY 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF OREGON CENTER FOR PUBLIC POLICY
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF OREGON CENTER FOR PUBLIC POLICY 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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 CENTER FOR PUBLIC POLICY has sponsored the creation of one or more 401k plans.

Company Name:OREGON CENTER FOR PUBLIC POLICY
Employer identification number (EIN):931186075
NAIC Classification:624200

Additional information about OREGON CENTER FOR PUBLIC POLICY

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1995-09-07
Company Identification Number: 47567185
Legal Registered Office Address: 590 W 13TH

EUGENE
United States of America (USA)
97440

More information about OREGON CENTER FOR PUBLIC POLICY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF OREGON CENTER FOR PUBLIC POLICY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TAMMI HARPER2024-07-10
0012022-01-01TAMMI HARPER2023-06-23
0012021-01-01TAMMI HARPER2022-07-11
0012020-01-01TAMMI HARPER2021-07-26
0012019-01-01TAMMI HARPER2020-07-29
0012018-01-01TAMMI HARPER2019-07-12
0012017-01-01TAMMI HARPER2018-06-25
0012016-01-01TAMMI HARPER2017-07-06
0012015-01-01TAMMI HARPER2016-07-19
0012014-01-01RANDI EMBREE2015-07-23
0012013-01-01RANDI EMBREE2014-07-30
0012012-01-01RANDI EMBREE2013-07-30
0012011-01-01RANDI EMBREE2012-07-30
0012010-01-01RANDI EMBREE2011-07-26 RANDI EMBREE2011-07-26

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF OREGON CENTER FOR PUBLIC POLICY

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF OREGON CENTER FOR PUBLIC POLICY

Measure Date Value
2024: TAX DEFERRED ANNUITY PLAN OF OREGON CENTER FOR PUBLIC POLICY 2024 401k membership
Total number of particpants at beginning of year2024-07-1010
Total number of particpants at end of year2024-07-1011
Number of Participants With Account Balances2024-07-1010
2022: TAX DEFERRED ANNUITY PLAN OF OREGON CENTER FOR PUBLIC POLICY 2022 401k membership
Total number of particpants at beginning of year2022-07-119
Total number of particpants at end of year2022-07-119
Number of Participants With Account Balances2022-07-118

Financial Data on TAX DEFERRED ANNUITY PLAN OF OREGON CENTER FOR PUBLIC POLICY

Measure Date Value
2024 : TAX DEFERRED ANNUITY PLAN OF OREGON CENTER FOR PUBLIC POLICY 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-100
Total liabilities as of the end of the plan year2024-07-100
Total liabilities as of the beginning of the plan year2024-07-100
Total expenses incurred by plan in this plan year2024-07-100
Net assets as of the end of the plan year2024-07-10190845
Total assets as of the beginning of the plan year2024-07-10149934
Value of plan covered by a fidelity bond2024-07-10100000
Participant contributions to plan in this plan year2024-07-1023081
Other expenses paid from plan in this plan year2024-07-100
Other contributions to plan in this plan year2024-07-100
Other income to plan in this plan year2024-07-1017830
Plan net income in this plan year2024-07-1040911
Net assets as of the end of the plan year2024-07-10190845
Net assets as of the beginning of the plan year2024-07-10149934
Employer contributions to plan in this plan year2024-07-100
Fees paid to broker by Benefit Provider2024-07-1039
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-100
2022 : TAX DEFERRED ANNUITY PLAN OF OREGON CENTER FOR PUBLIC POLICY 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-110
Total liabilities as of the end of the plan year2022-07-110
Total liabilities as of the beginning of the plan year2022-07-110
Total expenses incurred by plan in this plan year2022-07-1121
Net assets as of the end of the plan year2022-07-11151554
Total assets as of the beginning of the plan year2022-07-11122829
Value of plan covered by a fidelity bond2022-07-11100000
Participant contributions to plan in this plan year2022-07-1116148
Other expenses paid from plan in this plan year2022-07-1121
Other contributions to plan in this plan year2022-07-110
Other income to plan in this plan year2022-07-1112598
Plan net income in this plan year2022-07-1128725
Net assets as of the end of the plan year2022-07-11151554
Net assets as of the beginning of the plan year2022-07-11122829
Employer contributions to plan in this plan year2022-07-110
Fees paid to broker by Benefit Provider2022-07-1122

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