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CAMBRIDGE COMMUNITY FOUNDATION 403(B) PLAN 401k Plan overview

Plan NameCAMBRIDGE COMMUNITY FOUNDATION 403(B) PLAN
Plan identification number 002

CAMBRIDGE COMMUNITY FOUNDATION 403(B) 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
  • 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.
  • 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

CAMBRIDGE COMMUNITY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:CAMBRIDGE COMMUNITY FOUNDATION
Employer identification number (EIN):046012492
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMBRIDGE COMMUNITY FOUNDATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01GEOFFREY O'CONNELL2024-09-27
0022022-01-01GEOFFREY O'CONNELL2023-06-02
0022021-01-01GEOFFREY O'CONNELL2022-07-29
0022020-01-01GEOFFREY O'CONNELL2021-09-17
0022019-01-01GEETA PRADHAN2020-07-21
0022018-01-01GEETA PRADHAN2019-07-30

Plan Statistics for CAMBRIDGE COMMUNITY FOUNDATION 403(B) PLAN

401k plan membership statisitcs for CAMBRIDGE COMMUNITY FOUNDATION 403(B) PLAN

Measure Date Value
2025: CAMBRIDGE COMMUNITY FOUNDATION 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-1814
Total number of particpants at end of year2025-08-1815
Number of Participants With Account Balances2025-08-1814
2024: CAMBRIDGE COMMUNITY FOUNDATION 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-2712
Total number of particpants at end of year2024-09-2714
Number of Participants With Account Balances2024-09-2713
2022: CAMBRIDGE COMMUNITY FOUNDATION 403(B) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-299
Total number of particpants at end of year2022-07-2911
Number of Participants With Account Balances2022-07-299

Financial Data on CAMBRIDGE COMMUNITY FOUNDATION 403(B) PLAN

Measure Date Value
2025 : CAMBRIDGE COMMUNITY FOUNDATION 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-183689
Net assets as of the end of the plan year2025-08-18856786
Total assets as of the beginning of the plan year2025-08-18635240
Value of plan covered by a fidelity bond2025-08-18300000
Participant contributions to plan in this plan year2025-08-1887607
Other contributions to plan in this plan year2025-08-1813648
Other income to plan in this plan year2025-08-1882512
Plan net income in this plan year2025-08-18221546
Net assets as of the end of the plan year2025-08-18856786
Net assets as of the beginning of the plan year2025-08-18635240
Employer contributions to plan in this plan year2025-08-1841468
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-183689
2024 : CAMBRIDGE COMMUNITY FOUNDATION 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-272605
Net assets as of the end of the plan year2024-09-27635240
Total assets as of the beginning of the plan year2024-09-27451318
Value of plan covered by a fidelity bond2024-09-27300000
Participant contributions to plan in this plan year2024-09-2766223
Other income to plan in this plan year2024-09-2784961
Plan net income in this plan year2024-09-27183922
Net assets as of the end of the plan year2024-09-27635240
Net assets as of the beginning of the plan year2024-09-27451318
Employer contributions to plan in this plan year2024-09-2735343
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-272605
2022 : CAMBRIDGE COMMUNITY FOUNDATION 403(B) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-291944
Net assets as of the end of the plan year2022-07-29329241
Total assets as of the beginning of the plan year2022-07-29249356
Value of plan covered by a fidelity bond2022-07-29300000
Participant contributions to plan in this plan year2022-07-2922106
Other income to plan in this plan year2022-07-2930809
Plan net income in this plan year2022-07-2979885
Net assets as of the end of the plan year2022-07-29329241
Net assets as of the beginning of the plan year2022-07-29249356
Employer contributions to plan in this plan year2022-07-2928914
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-291447

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