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THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 401k Plan overview

Plan NameTHE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN
Plan identification number 001

THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT 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).
  • 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MINDIE REULE2024-08-01
0012022-01-01MINDIE REULE2023-07-11
0012021-01-01MINDIE REULE2022-10-04
0012020-01-01MINDIE REULE2021-09-30
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01NORMA SCHUITEMAN2015-04-17
0012013-01-01NORMA SCHUITEMAN2014-05-12
0012012-01-01NORMA SCHUITEMAN2013-08-13
0012011-01-01NORMA SCHUITEMAN2012-07-26
0012010-01-01NORMA SCHUITEMAN2012-07-26
0012008-01-01NORMA SCHUITEMAN
0012007-01-01NORMA SCHUITEMAN
0012006-01-01NORMA SCHUITEMAN
0012005-01-01NORMA SCHUITEMAN

Financial Data on THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN

Measure Date Value
2025 : THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-071520
Net assets as of the end of the plan year2025-05-07205530
Total assets as of the beginning of the plan year2025-05-07130655
Value of plan covered by a fidelity bond2025-05-0790000
Participant contributions to plan in this plan year2025-05-0736819
Other contributions to plan in this plan year2025-05-074943
Other income to plan in this plan year2025-05-0720615
Plan net income in this plan year2025-05-0774875
Net assets as of the end of the plan year2025-05-07205530
Net assets as of the beginning of the plan year2025-05-07130655
Employer contributions to plan in this plan year2025-05-0714018
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-071035
2024 : THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-08-010
Total expenses incurred by plan in this plan year2024-08-010
Net assets as of the end of the plan year2024-08-01130655
Total assets as of the beginning of the plan year2024-08-0194169
Value of plan covered by a fidelity bond2024-08-0190000
Participant contributions to plan in this plan year2024-08-018178
Other contributions to plan in this plan year2024-08-011626
Other income to plan in this plan year2024-08-0116019
Plan net income in this plan year2024-08-0136486
Net assets as of the end of the plan year2024-08-01130655
Net assets as of the beginning of the plan year2024-08-0194169
Employer contributions to plan in this plan year2024-08-0110663
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-010
2022 : THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-040
Total liabilities as of the end of the plan year2022-10-040
Total liabilities as of the beginning of the plan year2022-10-040
Total expenses incurred by plan in this plan year2022-10-040
Net assets as of the end of the plan year2022-10-04111817
Total assets as of the beginning of the plan year2022-10-0479870
Value of plan covered by a fidelity bond2022-10-04150000
Participant contributions to plan in this plan year2022-10-0411786
Other expenses paid from plan in this plan year2022-10-040
Other contributions to plan in this plan year2022-10-040
Other income to plan in this plan year2022-10-045715
Plan net income in this plan year2022-10-0431947
Net assets as of the end of the plan year2022-10-04111817
Net assets as of the beginning of the plan year2022-10-0479870
Employer contributions to plan in this plan year2022-10-0414446
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-040
2008 : THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$5,809
Expenses. Total of all expenses incurred2008-12-31$0
Benefits paid (including direct rollovers)2008-12-31$0
Total plan assets at end of year2008-12-31$17,525
Total plan assets at beginning of year2008-12-31$11,716
Total contributions received or receivable from participants2008-12-31$8,400
Expenses. Other expenses not covered elsewhere2008-12-31$0
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-6,191
Noncash contributions received2008-12-31$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 loans2008-12-31$0
Value of corrective distributions2008-12-31$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 plan2007-12-31$0
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$8,686
Expenses. Total of all expenses incurred2007-12-31$0
Benefits paid (including direct rollovers)2007-12-31$0
Total plan assets at end of year2007-12-31$11,716
Total plan assets at beginning of year2007-12-31$3,030
Total contributions received or receivable from participants2007-12-31$6,400
Expenses. Other expenses not covered elsewhere2007-12-31$0
Contributions received from other sources (not participants or employers)2007-12-31$0
Other income received2007-12-31$-214
Noncash contributions received2007-12-31$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 loans2007-12-31$0
Value of corrective distributions2007-12-31$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 plan2006-12-31$0
Total plan liabilities at end of year2006-12-31$0
Total plan liabilities at beginning of year2006-12-31$0
Total income from all sources2006-12-31$1,530
Expenses. Total of all expenses incurred2006-12-31$0
Benefits paid (including direct rollovers)2006-12-31$0
Total plan assets at end of year2006-12-31$3,030
Total plan assets at beginning of year2006-12-31$1,500
Total contributions received or receivable from participants2006-12-31$1,200
Expenses. Other expenses not covered elsewhere2006-12-31$0
Contributions received from other sources (not participants or employers)2006-12-31$0
Other income received2006-12-31$80
Noncash contributions received2006-12-31$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 loans2006-12-31$0
Value of corrective distributions2006-12-31$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 plan2005-12-31$0
Total plan liabilities at end of year2005-12-31$0
Total plan liabilities at beginning of year2005-12-31$0
Total income from all sources2005-12-31$1,500
Expenses. Total of all expenses incurred2005-12-31$0
Benefits paid (including direct rollovers)2005-12-31$0
Total plan assets at end of year2005-12-31$1,500
Total plan assets at beginning of year2005-12-31$0
Total contributions received or receivable from participants2005-12-31$750
Expenses. Other expenses not covered elsewhere2005-12-31$0
Contributions received from other sources (not participants or employers)2005-12-31$0
Other income received2005-12-31$0
Noncash contributions received2005-12-31$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 loans2005-12-31$0
Value of corrective distributions2005-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2005-12-31$0

Form 5500 Responses for THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN

2008: THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND RETIREMENT PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01First time form 5500 has been submittedYes
2005-01-01Submission has been amendedYes
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes

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