| Plan Name | PROPANE COUNCIL 401(K) RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | PROPANE EDUCATION AND RESEARCH COUNCIL |
| Employer identification number (EIN): | 364192410 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about PROPANE EDUCATION AND RESEARCH COUNCIL
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 2019-10-23 |
| Company Identification Number: | 160798295 |
| Legal Registered Office Address: |
6140 SW MULTNOMAH BLVD PORTLAND United States of America (USA) 97219 |
More information about PROPANE EDUCATION AND RESEARCH COUNCIL
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | THERESA RYAN | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | THERESA RYAN | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | THERESA RYAN | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | THERESA RYAN | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | THERESA RYAN | 2019-07-12 | ||
| 001 | 2017-01-01 | THERESA RYAN | 2018-06-15 | ||
| 001 | 2016-01-01 | THERESA RYAN | 2017-10-05 | ||
| 001 | 2015-01-01 | JAMES HARRIS | 2016-05-02 | ||
| 001 | 2014-01-01 | JAMES HARRIS | 2015-06-29 | ||
| 001 | 2013-01-01 | JAMES HARRIS | 2014-07-10 | ||
| 001 | 2012-01-01 | JAMES HARRIS | 2013-06-12 | ||
| 001 | 2011-01-01 | JIM HARRIS | 2012-05-22 | ||
| 001 | 2010-01-01 | JIM HARRIS | 2011-05-04 |
| Measure | Date | Value |
|---|---|---|
| 2023 : PROPANE COUNCIL 401(K) RETIREMENT PLAN 2023 401k financial data | ||
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $1,793,283 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $814,426 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $794,891 |
| Total plan assets at end of year | 2023-12-31 | $6,957,823 |
| Total plan assets at beginning of year | 2023-12-31 | $5,978,966 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $456,140 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $1,066,969 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $978,857 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $6,957,823 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,978,966 |
| Assets. Value of participant loans | 2023-12-31 | $17,072 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $270,174 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $19,535 |
| 2022 : PROPANE COUNCIL 401(K) RETIREMENT PLAN 2022 401k financial data | ||
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-527,694 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $564,053 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $543,018 |
| Total plan assets at end of year | 2022-12-31 | $5,978,966 |
| Total plan assets at beginning of year | 2022-12-31 | $7,070,713 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $412,435 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $20,232 |
| Other income received | 2022-12-31 | $-1,219,517 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,091,747 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,978,966 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,070,713 |
| Assets. Value of participant loans | 2022-12-31 | $94,852 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $259,156 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $21,035 |
| 2021 : PROPANE COUNCIL 401(K) RETIREMENT PLAN 2021 401k financial data | ||
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,574,849 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $654,566 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $632,764 |
| Total plan assets at end of year | 2021-12-31 | $7,070,713 |
| Total plan assets at beginning of year | 2021-12-31 | $6,150,430 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $412,377 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $746 |
| Other income received | 2021-12-31 | $890,608 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $920,283 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,070,713 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,150,430 |
| Assets. Value of participant loans | 2021-12-31 | $72,347 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $271,118 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $21,802 |
| 2020 : PROPANE COUNCIL 401(K) RETIREMENT PLAN 2020 401k financial data | ||
| Transfers to/from the plan | 2020-12-31 | $3,454 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $1,502,342 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $3,033,702 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $3,013,344 |
| Total plan assets at end of year | 2020-12-31 | $6,150,430 |
| Total plan assets at beginning of year | 2020-12-31 | $7,678,336 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $400,054 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $825,978 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $-1,531,360 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,150,430 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,678,336 |
| Assets. Value of participant loans | 2020-12-31 | $50,833 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $276,310 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $20,358 |
| 2019 : PROPANE COUNCIL 401(K) RETIREMENT PLAN 2019 401k financial data | ||
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $2,303,330 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $474,218 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $453,705 |
| Total plan assets at end of year | 2019-12-31 | $7,678,336 |
| Total plan assets at beginning of year | 2019-12-31 | $5,849,224 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $313,281 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $1,775,123 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $1,829,112 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,678,336 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,849,224 |
| Assets. Value of participant loans | 2019-12-31 | $11,364 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $214,926 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $20,513 |
| 2023: PROPANE COUNCIL 401(K) RETIREMENT PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: PROPANE COUNCIL 401(K) RETIREMENT PLAN 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: PROPANE COUNCIL 401(K) RETIREMENT PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PROPANE COUNCIL 401(K) RETIREMENT PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PROPANE COUNCIL 401(K) RETIREMENT PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 ) | |
| Policy contract number | 008-0246-0/001 |
| Policy instance | 1 |