401k Plan data: COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST plan

COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 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 GIVING FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: COMMUNITY GIVING FOUNDATION

Employer identification number (EIN): 232982141

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ALBERT J MEALE 2023-03-30
001 2021-01-01 ALBERT J MEALE 2022-05-23
001 2020-01-01 ALBERT J MEALE, CFO 2021-04-08
001 2019-01-01 ALBERT MEALE 2020-06-22
001 2018-01-01 ALBERT MEALE 2019-03-26
001 2017-01-01 ALBERT MEALE 2018-06-08
001 2016-01-01 ALBERT MEALE 2017-05-01
001 2015-01-01 ALBERT MEALE 2016-06-22
001 2014-01-01 ALBERT MEALE
001 2013-01-01 ERIC DEWALD 2014-05-22
001 2012-01-01 ERIC DEWALD 2013-05-02
001 2011-01-01 ERIC DEWALD
001 2010-01-01 ERIC DEWALD
001 2009-01-01 MICHAEL BREININGER MICHAEL BREININGER 2010-07-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ALBERT J MEALE	2023-03-30
001	2021-01-01	ALBERT J MEALE	2022-05-23
001	2020-01-01	ALBERT J MEALE, CFO	2021-04-08
001	2019-01-01	ALBERT MEALE	2020-06-22
001	2018-01-01	ALBERT MEALE	2019-03-26
001	2017-01-01	ALBERT MEALE	2018-06-08
001	2016-01-01	ALBERT MEALE	2017-05-01
001	2015-01-01	ALBERT MEALE	2016-06-22
001	2014-01-01	ALBERT MEALE
001	2013-01-01	ERIC DEWALD	2014-05-22
001	2012-01-01	ERIC DEWALD	2013-05-02
001	2011-01-01	ERIC DEWALD
001	2010-01-01	ERIC DEWALD
001	2009-01-01	MICHAEL BREININGER		MICHAEL BREININGER	2010-07-09

Plan Statistics for COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2014: COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 2
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2011: COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 3
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	2
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2011: COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	3
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2014 : COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 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	$12,121
Expenses. Total of all expenses incurred	2014-12-31	$5,380
Benefits paid (including direct rollovers)	2014-12-31	$4,433
Total plan assets at end of year	2014-12-31	$243,856
Total plan assets at beginning of year	2014-12-31	$237,115
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$25,230
Expenses. Other expenses not covered elsewhere	2014-12-31	$882
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-26,269
Net income (gross income less expenses)	2014-12-31	$6,741
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$243,856
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$237,115
Assets. Value of participant loans	2014-12-31	$6,374
Total contributions received or receivable from employer(s)	2014-12-31	$13,160
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	$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2011 : COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$10,816
Expenses. Total of all expenses incurred	2011-12-31	$144
Total plan assets at end of year	2011-12-31	$159,776
Total plan assets at beginning of year	2011-12-31	$149,104
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$8,342
Other income received	2011-12-31	$-5,868
Net income (gross income less expenses)	2011-12-31	$10,672
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$159,776
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$149,104
Assets. Value of participant loans	2011-12-31	$10,378
Total contributions received or receivable from employer(s)	2011-12-31	$8,342
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$144
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$40,071
Expenses. Total of all expenses incurred	2010-12-31	$29,266
Benefits paid (including direct rollovers)	2010-12-31	$29,082
Total plan assets at end of year	2010-12-31	$149,104
Total plan assets at beginning of year	2010-12-31	$138,299
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$9,951
Other income received	2010-12-31	$20,211
Net income (gross income less expenses)	2010-12-31	$10,805
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$149,104
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$138,299
Assets. Value of participant loans	2010-12-31	$11,532
Total contributions received or receivable from employer(s)	2010-12-31	$9,909
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$184
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$29,082

Form 5500 Responses for COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST

2014: COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2011: COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: COMMUNITY GIVING FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

055157-K

Policy instance

Insurance contract or identification number	055157-K
Number of Individuals Covered	7
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $25
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

055157-K

Policy instance

Insurance contract or identification number	055157-K
Number of Individuals Covered	7
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $44
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	COMMUNITY GIVING FOUNDATION
Employer identification number (EIN):	232982141
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations