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INSTITUTE FOR APPLIED ECOLOGY 401k Plan overview

Plan NameINSTITUTE FOR APPLIED ECOLOGY
Plan identification number 001

INSTITUTE FOR APPLIED ECOLOGY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

401k Sponsoring company profile

INSTITUTE FOR APPLIED ECOLOGY has sponsored the creation of one or more 401k plans.

Company Name:INSTITUTE FOR APPLIED ECOLOGY
Employer identification number (EIN):931283716
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about INSTITUTE FOR APPLIED ECOLOGY

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1999-11-22
Company Identification Number: 72191985
Legal Registered Office Address: CENTER FOR NONPROFIT LAW

EUGENE
United States of America (USA)
97401

More information about INSTITUTE FOR APPLIED ECOLOGY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTE FOR APPLIED ECOLOGY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01THOMAS KAYE2023-02-01
0012021-01-01THOMAS KAYE2022-01-29 THOMAS KAYE2022-01-29
0012020-01-01THOMAS KAYE2021-01-25 THOMAS KAYE2021-01-25
0012019-01-01THOMAS KAYE2020-01-27 THOMAS KAYE2020-01-27
0012018-01-01THOMAS KAYE2020-01-24 THOMAS KAYE2020-01-24
0012017-01-01THOMAS KAYE2020-01-23 THOMAS KAYE2020-01-23
0012016-01-01MICHELLE ALLEN2017-05-15
0012015-01-01MICHELLE ALLEN MICHELLE ALLEN2016-06-01
0012014-01-01MICHELLE ALLEN2015-03-31 MICHELLE ALLEN2015-03-31
0012013-01-01MICHELLE ALLEN2014-05-27
0012012-01-01MICHELLE ALLEN2013-11-12
0012011-01-01MICHELLE ALLEN2012-05-14
0012010-01-01MICHELLE ALLEN2011-04-18

Plan Statistics for INSTITUTE FOR APPLIED ECOLOGY

401k plan membership statisitcs for INSTITUTE FOR APPLIED ECOLOGY

Measure Date Value
2015: INSTITUTE FOR APPLIED ECOLOGY 2015 401k membership
Total participants, beginning-of-year2015-01-0115
Total number of active participants reported on line 7a of the Form 55002015-01-0118
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0118

Financial Data on INSTITUTE FOR APPLIED ECOLOGY

Measure Date Value
2015 : INSTITUTE FOR APPLIED ECOLOGY 2015 401k financial data
Transfers to/from the plan2015-12-31$-1,915
Total income from all sources2015-12-31$73,910
Expenses. Total of all expenses incurred2015-12-31$18,426
Benefits paid (including direct rollovers)2015-12-31$17,856
Total plan assets at end of year2015-12-31$217,744
Total plan assets at beginning of year2015-12-31$164,175
Total contributions received or receivable from participants2015-12-31$64,566
Net income (gross income less expenses)2015-12-31$55,484
Net plan assets at end of year (total assets less liabilities)2015-12-31$217,744
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$164,175
Total contributions received or receivable from employer(s)2015-12-31$9,344
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$570

Form 5500 Responses for INSTITUTE FOR APPLIED ECOLOGY

2015: INSTITUTE FOR APPLIED ECOLOGY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2015-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes

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