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EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON 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).
  • Profit-sharing
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

COMMUNITY ACTION PROGRAM OF EAST CE NTRAL OREGON has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY ACTION PROGRAM OF EAST CE NTRAL OREGON
Employer identification number (EIN):943060985
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JANELL SCAPLEHORN2024-07-24
0012022-01-01ALYSSA ALEXANDER2023-06-28
0012021-01-01ALYSSA ALEXANDER2022-05-11
0012020-01-01ALYSSA ALEXANDER2021-03-11
0012019-01-01ALYSSA ALEXANDER2020-07-14
0012018-01-01ALYSSA ALEXANDER2019-07-15
0012017-01-01ALYSSA ALEXANDER2018-05-11 ALYSSA ALEXANDER2018-05-11
0012016-01-01KELLY THORNBURG2017-04-14 KELLY THORNBURG2017-04-14
0012015-01-01KELLY THORNBURG2016-05-11 KELLY THORNBURG2016-05-11
0012013-01-01KELLY THORNBURG2014-04-04
0012012-01-01DONNA KINNAMAN DONNA KINNAMAN2013-10-14
0012011-01-01KELLY THORNBURG
0012010-01-01KELLY THORNBURG2011-07-19

Plan Statistics for EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON 2025 401k membership
Total number of particpants at beginning of year2025-06-2598
Total number of particpants at end of year2025-06-25106
Number of Participants With Account Balances2025-06-25101
2024: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON 2024 401k membership
Total number of particpants at beginning of year2024-07-2486
Total number of particpants at end of year2024-07-2498
Number of Participants With Account Balances2024-07-2490
2012: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON 2012 401k membership
Total participants, beginning-of-year2012-01-0145
Total number of active participants reported on line 7a of the Form 55002012-01-0131
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0147
Number of participants with account balances2012-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON 2011 401k membership
Total participants, beginning-of-year2011-01-0141
Total number of active participants reported on line 7a of the Form 55002011-01-0130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0135
Number of participants with account balances2011-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011

Financial Data on EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-2573639
Net assets as of the end of the plan year2025-06-252408726
Total assets as of the beginning of the plan year2025-06-251986256
Value of plan covered by a fidelity bond2025-06-25300000
Participant contributions to plan in this plan year2025-06-2599182
Value of participant loans at end of plan year2025-06-2552165
Other expenses paid from plan in this plan year2025-06-250
Other contributions to plan in this plan year2025-06-250
Other income to plan in this plan year2025-06-25260693
Plan net income in this plan year2025-06-25422470
Net assets as of the end of the plan year2025-06-252408726
Net assets as of the beginning of the plan year2025-06-251986256
Employer contributions to plan in this plan year2025-06-25136234
Fees paid to broker by Benefit Provider2025-06-25255
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-25965
2024 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-2484737
Net assets as of the end of the plan year2024-07-241986256
Total assets as of the beginning of the plan year2024-07-241541582
Value of plan covered by a fidelity bond2024-07-24300000
Participant contributions to plan in this plan year2024-07-2472535
Value of participant loans at end of plan year2024-07-2466604
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-24108102
Other income to plan in this plan year2024-07-24241171
Plan net income in this plan year2024-07-24444674
Net assets as of the end of the plan year2024-07-241986256
Net assets as of the beginning of the plan year2024-07-241541582
Employer contributions to plan in this plan year2024-07-24107603
Fees paid to broker by Benefit Provider2024-07-24554
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-24532
2012 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON 2012 401k financial data
Total income from all sources2012-12-31$161,330
Expenses. Total of all expenses incurred2012-12-31$47,380
Benefits paid (including direct rollovers)2012-12-31$45,253
Total plan assets at end of year2012-12-31$474,734
Total plan assets at beginning of year2012-12-31$360,784
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$41,568
Other income received2012-12-31$46,532
Net income (gross income less expenses)2012-12-31$113,950
Net plan assets at end of year (total assets less liabilities)2012-12-31$474,734
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$360,784
Total contributions received or receivable from employer(s)2012-12-31$73,230
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,127
2011 : EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON 2011 401k financial data
Total income from all sources2011-12-31$129,752
Expenses. Total of all expenses incurred2011-12-31$39,865
Benefits paid (including direct rollovers)2011-12-31$39,865
Total plan assets at end of year2011-12-31$360,784
Total plan assets at beginning of year2011-12-31$270,897
Total contributions received or receivable from participants2011-12-31$48,048
Other income received2011-12-31$-526
Net income (gross income less expenses)2011-12-31$89,887
Net plan assets at end of year (total assets less liabilities)2011-12-31$360,784
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$270,897
Total contributions received or receivable from employer(s)2011-12-31$82,230

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON

2012: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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