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Plan Name | THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND |
Employer identification number (EIN): | 943121390 |
NAIC Classification: | 624200 |
Additional information about THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1989-12-11 |
Company Identification Number: | 601218313 |
Legal Registered Office Address: |
212 UNION AVE SE STE 102 OLYMPIA United States of America (USA) 985011302 |
More information about THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | MINDIE REULE | 2023-07-11 | ||
001 | 2021-01-01 | MINDIE REULE | 2022-10-04 | ||
001 | 2020-01-01 | MINDIE REULE | 2021-09-30 | ||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | NORMA SCHUITEMAN | 2015-04-17 | ||
001 | 2013-01-01 | NORMA SCHUITEMAN | 2014-05-12 | ||
001 | 2012-01-01 | NORMA SCHUITEMAN | 2013-08-13 | ||
001 | 2011-01-01 | NORMA SCHUITEMAN | 2012-07-26 | ||
001 | 2010-01-01 | NORMA SCHUITEMAN | 2012-07-26 | ||
001 | 2008-01-01 | NORMA SCHUITEMAN | |||
001 | 2007-01-01 | NORMA SCHUITEMAN | |||
001 | 2006-01-01 | NORMA SCHUITEMAN | |||
001 | 2005-01-01 | NORMA SCHUITEMAN |
Measure | Date | Value |
---|---|---|
2008: THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 0 |
Total of all active and inactive participants | 2008-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 1 |
Number of participants with account balances | 2008-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
2007: THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 2007 401k membership | ||
Total participants, beginning-of-year | 2007-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 0 |
Total of all active and inactive participants | 2007-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
Total participants | 2007-01-01 | 1 |
Number of participants with account balances | 2007-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
2006: THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 2006 401k membership | ||
Total participants, beginning-of-year | 2006-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2006-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2006-01-01 | 0 |
Total of all active and inactive participants | 2006-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2006-01-01 | 0 |
Total participants | 2006-01-01 | 1 |
Number of participants with account balances | 2006-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2006-01-01 | 0 |
2005: THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 2005 401k membership | ||
Total participants, beginning-of-year | 2005-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2005-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2005-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2005-01-01 | 0 |
Total of all active and inactive participants | 2005-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2005-01-01 | 0 |
Total participants | 2005-01-01 | 1 |
Number of participants with account balances | 2005-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2005-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2008 : THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 2008 401k financial data | ||
Transfers to/from the plan | 2008-12-31 | $0 |
Total plan liabilities at end of year | 2008-12-31 | $0 |
Total plan liabilities at beginning of year | 2008-12-31 | $0 |
Total income from all sources | 2008-12-31 | $5,809 |
Expenses. Total of all expenses incurred | 2008-12-31 | $0 |
Benefits paid (including direct rollovers) | 2008-12-31 | $0 |
Total plan assets at end of year | 2008-12-31 | $17,525 |
Total plan assets at beginning of year | 2008-12-31 | $11,716 |
Total contributions received or receivable from participants | 2008-12-31 | $8,400 |
Expenses. Other expenses not covered elsewhere | 2008-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2008-12-31 | $0 |
Other income received | 2008-12-31 | $-6,191 |
Noncash contributions received | 2008-12-31 | $0 |
Net income (gross income less expenses) | 2008-12-31 | $5,809 |
Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $17,525 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $11,716 |
Total contributions received or receivable from employer(s) | 2008-12-31 | $3,600 |
Value of certain deemed distributions of participant loans | 2008-12-31 | $0 |
Value of corrective distributions | 2008-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $0 |
2007 : THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 2007 401k financial data | ||
Transfers to/from the plan | 2007-12-31 | $0 |
Total plan liabilities at end of year | 2007-12-31 | $0 |
Total plan liabilities at beginning of year | 2007-12-31 | $0 |
Total income from all sources | 2007-12-31 | $8,686 |
Expenses. Total of all expenses incurred | 2007-12-31 | $0 |
Benefits paid (including direct rollovers) | 2007-12-31 | $0 |
Total plan assets at end of year | 2007-12-31 | $11,716 |
Total plan assets at beginning of year | 2007-12-31 | $3,030 |
Total contributions received or receivable from participants | 2007-12-31 | $6,400 |
Expenses. Other expenses not covered elsewhere | 2007-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2007-12-31 | $0 |
Other income received | 2007-12-31 | $-214 |
Noncash contributions received | 2007-12-31 | $0 |
Net income (gross income less expenses) | 2007-12-31 | $8,686 |
Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $11,716 |
Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $3,030 |
Total contributions received or receivable from employer(s) | 2007-12-31 | $2,500 |
Value of certain deemed distributions of participant loans | 2007-12-31 | $0 |
Value of corrective distributions | 2007-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2007-12-31 | $0 |
2006 : THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 2006 401k financial data | ||
Transfers to/from the plan | 2006-12-31 | $0 |
Total plan liabilities at end of year | 2006-12-31 | $0 |
Total plan liabilities at beginning of year | 2006-12-31 | $0 |
Total income from all sources | 2006-12-31 | $1,530 |
Expenses. Total of all expenses incurred | 2006-12-31 | $0 |
Benefits paid (including direct rollovers) | 2006-12-31 | $0 |
Total plan assets at end of year | 2006-12-31 | $3,030 |
Total plan assets at beginning of year | 2006-12-31 | $1,500 |
Total contributions received or receivable from participants | 2006-12-31 | $1,200 |
Expenses. Other expenses not covered elsewhere | 2006-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2006-12-31 | $0 |
Other income received | 2006-12-31 | $80 |
Noncash contributions received | 2006-12-31 | $0 |
Net income (gross income less expenses) | 2006-12-31 | $1,530 |
Net plan assets at end of year (total assets less liabilities) | 2006-12-31 | $3,030 |
Net plan assets at beginning of year (total assets less liabilities) | 2006-12-31 | $1,500 |
Total contributions received or receivable from employer(s) | 2006-12-31 | $250 |
Value of certain deemed distributions of participant loans | 2006-12-31 | $0 |
Value of corrective distributions | 2006-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2006-12-31 | $0 |
2005 : THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 2005 401k financial data | ||
Transfers to/from the plan | 2005-12-31 | $0 |
Total plan liabilities at end of year | 2005-12-31 | $0 |
Total plan liabilities at beginning of year | 2005-12-31 | $0 |
Total income from all sources | 2005-12-31 | $1,500 |
Expenses. Total of all expenses incurred | 2005-12-31 | $0 |
Benefits paid (including direct rollovers) | 2005-12-31 | $0 |
Total plan assets at end of year | 2005-12-31 | $1,500 |
Total plan assets at beginning of year | 2005-12-31 | $0 |
Total contributions received or receivable from participants | 2005-12-31 | $750 |
Expenses. Other expenses not covered elsewhere | 2005-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2005-12-31 | $0 |
Other income received | 2005-12-31 | $0 |
Noncash contributions received | 2005-12-31 | $0 |
Net income (gross income less expenses) | 2005-12-31 | $1,500 |
Net plan assets at end of year (total assets less liabilities) | 2005-12-31 | $1,500 |
Net plan assets at beginning of year (total assets less liabilities) | 2005-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2005-12-31 | $750 |
Value of certain deemed distributions of participant loans | 2005-12-31 | $0 |
Value of corrective distributions | 2005-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2005-12-31 | $0 |
2008: THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 2008 form 5500 responses | ||
---|---|---|
2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | No |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |
2007: THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 2007 form 5500 responses | ||
2007-01-01 | Type of plan entity | Single employer plan |
2007-01-01 | Submission has been amended | No |
2007-01-01 | This submission is the final filing | No |
2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-01-01 | Plan is a collectively bargained plan | No |
2007-01-01 | Plan funding arrangement – Trust | Yes |
2007-01-01 | Plan benefit arrangement - Trust | Yes |
2006: THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 2006 form 5500 responses | ||
2006-01-01 | Type of plan entity | Single employer plan |
2006-01-01 | Submission has been amended | No |
2006-01-01 | This submission is the final filing | No |
2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2006-01-01 | Plan is a collectively bargained plan | No |
2006-01-01 | Plan funding arrangement – Trust | Yes |
2006-01-01 | Plan benefit arrangement - Trust | Yes |
2005: THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 2005 form 5500 responses | ||
2005-01-01 | Type of plan entity | Single employer plan |
2005-01-01 | First time form 5500 has been submitted | Yes |
2005-01-01 | Submission has been amended | Yes |
2005-01-01 | This submission is the final filing | No |
2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2005-01-01 | Plan is a collectively bargained plan | No |
2005-01-01 | Plan funding arrangement – Trust | Yes |
2005-01-01 | Plan benefit arrangement - Trust | Yes |