401k Plan data: CEDF FOUNDATION, INC. 401(K) PLAN plan

CEDF FOUNDATION, INC. 401(K) PLAN 401k Plan overview

Plan Name	CEDF FOUNDATION, INC. 401(K) PLAN
Plan identification number	001

CEDF FOUNDATION, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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 ECONOMIC DEVELOPMENT FUND FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: COMMUNITY ECONOMIC DEVELOPMENT FUND FOUNDATION, INC.

Employer identification number (EIN): 061380472

NAIC Classification: 522291
NAIC Description: Consumer Lending

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CEDF FOUNDATION, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KAREN MACIOROWSKI 2023-07-27
001 2021-01-01 KAREN MACIOROWSKI 2022-07-19
001 2020-01-01 KAREN MACIOROWSKI 2021-07-14
001 2019-01-01 KAREN MACIOROWSKI 2020-07-07
001 2018-01-01 KAREN MACIOROWSKI 2019-03-05
001 2017-01-01 KAREN MACIOROWSKI 2018-04-02
001 2016-01-01 JAMES BZDYRA 2017-05-08
001 2015-01-01 MICHAEL P. SWEENEY 2016-06-28
001 2014-01-01 MICHAEL P. SWEENEY
001 2013-01-01 MICHAEL P. SWEENEY
001 2012-01-01 MICHAEL P. SWEENEY
001 2011-01-01 MICHAEL P. SWEENEY
001 2010-01-01 COMMUNITY ECONOMIC DEVELOPMENT 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	KAREN MACIOROWSKI	2023-07-27
001	2021-01-01	KAREN MACIOROWSKI	2022-07-19
001	2020-01-01	KAREN MACIOROWSKI	2021-07-14
001	2019-01-01	KAREN MACIOROWSKI	2020-07-07
001	2018-01-01	KAREN MACIOROWSKI	2019-03-05
001	2017-01-01	KAREN MACIOROWSKI	2018-04-02
001	2016-01-01	JAMES BZDYRA	2017-05-08
001	2015-01-01	MICHAEL P. SWEENEY	2016-06-28
001	2014-01-01	MICHAEL P. SWEENEY
001	2013-01-01	MICHAEL P. SWEENEY
001	2012-01-01	MICHAEL P. SWEENEY
001	2011-01-01	MICHAEL P. SWEENEY
001	2010-01-01	COMMUNITY ECONOMIC DEVELOPMENT	2011-07-26

Plan Statistics for CEDF FOUNDATION, INC. 401(K) PLAN

401k plan membership statisitcs for CEDF FOUNDATION, INC. 401(K) PLAN

Measure Date Value
2014: CEDF FOUNDATION, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CEDF FOUNDATION, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 16
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CEDF FOUNDATION, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 16
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 18
Number of participants with account balances 2012-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CEDF FOUNDATION, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 15
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 17
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1

Measure	Date	Value
2014: CEDF FOUNDATION, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CEDF FOUNDATION, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	16
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CEDF FOUNDATION, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	16
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	18
Number of participants with account balances	2012-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CEDF FOUNDATION, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	15
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	17
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1

Financial Data on CEDF FOUNDATION, INC. 401(K) PLAN

Measure	Date	Value
2014 : CEDF FOUNDATION, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$83,247
Expenses. Total of all expenses incurred	2014-12-31	$126,047
Benefits paid (including direct rollovers)	2014-12-31	$126,047
Total plan assets at end of year	2014-12-31	$456,620
Total plan assets at beginning of year	2014-12-31	$499,420
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$54,489
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$9,824
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-42,800
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$456,620
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$499,420
Assets. Value of participant loans	2014-12-31	$9,254
Total contributions received or receivable from employer(s)	2014-12-31	$18,934
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : CEDF FOUNDATION, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$117,181
Expenses. Total of all expenses incurred	2013-12-31	$233,183
Benefits paid (including direct rollovers)	2013-12-31	$233,183
Total plan assets at end of year	2013-12-31	$499,420
Total plan assets at beginning of year	2013-12-31	$615,422
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$59,806
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$34,401
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-116,002
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$499,420
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$615,422
Assets. Value of participant loans	2013-12-31	$10,518
Total contributions received or receivable from employer(s)	2013-12-31	$22,974
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : CEDF FOUNDATION, INC. 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$134,681
Expenses. Total of all expenses incurred	2012-12-31	$52,519
Benefits paid (including direct rollovers)	2012-12-31	$52,519
Total plan assets at end of year	2012-12-31	$615,422
Total plan assets at beginning of year	2012-12-31	$533,260
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$69,899
Other income received	2012-12-31	$36,088
Net income (gross income less expenses)	2012-12-31	$82,162
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$615,422
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$533,260
Assets. Value of participant loans	2012-12-31	$3,348
Total contributions received or receivable from employer(s)	2012-12-31	$28,694
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CEDF FOUNDATION, INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$70,983
Expenses. Total of all expenses incurred	2011-12-31	$28,503
Benefits paid (including direct rollovers)	2011-12-31	$28,073
Total plan assets at end of year	2011-12-31	$533,260
Total plan assets at beginning of year	2011-12-31	$490,780
Total contributions received or receivable from participants	2011-12-31	$63,144
Expenses. Other expenses not covered elsewhere	2011-12-31	$430
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-22,302
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$42,480
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$533,260
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$490,780
Assets. Value of participant loans	2011-12-31	$2,428
Total contributions received or receivable from employer(s)	2011-12-31	$30,141
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for CEDF FOUNDATION, INC. 401(K) PLAN

2014: CEDF FOUNDATION, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CEDF FOUNDATION, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CEDF FOUNDATION, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CEDF FOUNDATION, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COMMUNITY ECONOMIC DEVELOPMENT FUND FOUNDATION, INC.
Employer identification number (EIN):	061380472
NAIC Classification:	522291
NAIC Description:	Consumer Lending