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COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 401k Plan overview

Plan NameCOLORADO HUMANITIES 403-B-7 RETIREMENT PLAN
Plan identification number 001

COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

COLORADO HUMANITIES 403-B-7 RETIREMENT P has sponsored the creation of one or more 401k plans.

Company Name:COLORADO HUMANITIES 403-B-7 RETIREMENT P
Employer identification number (EIN):840715097
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about COLORADO HUMANITIES 403-B-7 RETIREMENT P

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1976-06-09
Company Identification Number: 19871306014
Legal Registered Office Address: 7935 E. Prentice Avenue
Suite 450
Greenwood Village
United States of America (USA)
80111

More information about COLORADO HUMANITIES 403-B-7 RETIREMENT P

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-03-01
0012021-03-01
0012020-03-01
0012019-03-01
0012018-03-01
0012017-03-01MARGARET A COVAL
0012016-03-01MARGARET A COVAL
0012015-03-01MARGARET A COVAL
0012014-03-01MARGARET A COVAL
0012013-03-01MARGARET A COVAL
0012012-03-01MARGARET A COVAL
0012011-03-01MARGARET A COVAL
0012010-03-01MARGARET A COVAL
0012009-03-01MARGARET A COVAL

Plan Statistics for COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN

401k plan membership statisitcs for COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN

Measure Date Value
2022: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-03-017
Total number of active participants reported on line 7a of the Form 55002022-03-015
Number of other retired or separated participants entitled to future benefits2022-03-012
Total of all active and inactive participants2022-03-017
Total participants2022-03-017
Number of participants with account balances2022-03-017
2021: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-03-018
Total number of active participants reported on line 7a of the Form 55002021-03-015
Number of other retired or separated participants entitled to future benefits2021-03-013
Total of all active and inactive participants2021-03-018
Total participants2021-03-018
Number of participants with account balances2021-03-018
2020: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-03-018
Total number of active participants reported on line 7a of the Form 55002020-03-016
Number of other retired or separated participants entitled to future benefits2020-03-012
Total of all active and inactive participants2020-03-018
Total participants2020-03-018
Number of participants with account balances2020-03-018
2019: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-03-018
Total number of active participants reported on line 7a of the Form 55002019-03-016
Number of other retired or separated participants entitled to future benefits2019-03-012
Total of all active and inactive participants2019-03-018
Total participants2019-03-018
Number of participants with account balances2019-03-018
2018: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-018
Total number of active participants reported on line 7a of the Form 55002018-03-016
Number of other retired or separated participants entitled to future benefits2018-03-012
Total of all active and inactive participants2018-03-018
Total participants2018-03-018
Number of participants with account balances2018-03-018
2017: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-019
Total number of active participants reported on line 7a of the Form 55002017-03-014
Total of all active and inactive participants2017-03-014
Total participants2017-03-014
Number of participants with account balances2017-03-018
2016: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-0110
Total number of active participants reported on line 7a of the Form 55002016-03-016
Total of all active and inactive participants2016-03-016
Total participants2016-03-016
Number of participants with account balances2016-03-019
2015: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-0111
Total number of active participants reported on line 7a of the Form 55002015-03-015
Total of all active and inactive participants2015-03-015
Total participants2015-03-015
Number of participants with account balances2015-03-0110
2014: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-0111
Total number of active participants reported on line 7a of the Form 55002014-03-015
Number of other retired or separated participants entitled to future benefits2014-03-016
Total of all active and inactive participants2014-03-0111
Total participants2014-03-0111
Number of participants with account balances2014-03-0111
2013: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-016
Total number of active participants reported on line 7a of the Form 55002013-03-014
Number of other retired or separated participants entitled to future benefits2013-03-017
Total of all active and inactive participants2013-03-0111
Total participants2013-03-0111
Number of participants with account balances2013-03-0111
2012: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-016
Total number of active participants reported on line 7a of the Form 55002012-03-016
Number of other retired or separated participants entitled to future benefits2012-03-017
Total of all active and inactive participants2012-03-0113
Total participants2012-03-0113
Number of participants with account balances2012-03-0113
2011: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-014
Total number of active participants reported on line 7a of the Form 55002011-03-016
Number of other retired or separated participants entitled to future benefits2011-03-016
Total of all active and inactive participants2011-03-0112
Total participants2011-03-0112
Number of participants with account balances2011-03-0112
2010: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-013
Total number of active participants reported on line 7a of the Form 55002010-03-014
Total of all active and inactive participants2010-03-014
Total participants2010-03-014
Number of participants with account balances2010-03-014
2009: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-015
Total number of active participants reported on line 7a of the Form 55002009-03-013
Total of all active and inactive participants2009-03-013
Total participants2009-03-013
Number of participants with account balances2009-03-013

Financial Data on COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN

Measure Date Value
2023 : COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-02-28$-64,815
Total plan assets at end of year2023-02-28$1,124,838
Total plan assets at beginning of year2023-02-28$1,189,653
Other income received2023-02-28$-101,437
Net income (gross income less expenses)2023-02-28$-64,815
Net plan assets at end of year (total assets less liabilities)2023-02-28$1,124,838
Net plan assets at beginning of year (total assets less liabilities)2023-02-28$1,189,653
Total contributions received or receivable from employer(s)2023-02-28$36,622
2022 : COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-02-28$31,697
Expenses. Total of all expenses incurred2022-02-28$32,727
Benefits paid (including direct rollovers)2022-02-28$32,707
Total plan assets at end of year2022-02-28$1,189,653
Total plan assets at beginning of year2022-02-28$1,190,683
Other income received2022-02-28$-5,984
Net income (gross income less expenses)2022-02-28$-1,030
Net plan assets at end of year (total assets less liabilities)2022-02-28$1,189,653
Net plan assets at beginning of year (total assets less liabilities)2022-02-28$1,190,683
Total contributions received or receivable from employer(s)2022-02-28$37,681
Expenses. Administrative service providers (salaries,fees and commissions)2022-02-28$20
2021 : COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-02-28$220,524
Total plan assets at end of year2021-02-28$1,190,683
Total plan assets at beginning of year2021-02-28$970,159
Other income received2021-02-28$182,879
Net income (gross income less expenses)2021-02-28$220,524
Net plan assets at end of year (total assets less liabilities)2021-02-28$1,190,683
Net plan assets at beginning of year (total assets less liabilities)2021-02-28$970,159
Total contributions received or receivable from employer(s)2021-02-28$37,645
2020 : COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-02-29$103,249
Expenses. Total of all expenses incurred2020-02-29$140
Total plan assets at end of year2020-02-29$970,159
Total plan assets at beginning of year2020-02-29$867,050
Other income received2020-02-29$65,658
Net income (gross income less expenses)2020-02-29$103,109
Net plan assets at end of year (total assets less liabilities)2020-02-29$970,159
Net plan assets at beginning of year (total assets less liabilities)2020-02-29$867,050
Total contributions received or receivable from employer(s)2020-02-29$37,591
Expenses. Administrative service providers (salaries,fees and commissions)2020-02-29$140
2019 : COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-02-28$58,930
Expenses. Total of all expenses incurred2019-02-28$1,598
Benefits paid (including direct rollovers)2019-02-28$1,558
Total plan assets at end of year2019-02-28$867,050
Total plan assets at beginning of year2019-02-28$809,718
Expenses. Other expenses not covered elsewhere2019-02-28$40
Other income received2019-02-28$28,134
Net income (gross income less expenses)2019-02-28$57,332
Net plan assets at end of year (total assets less liabilities)2019-02-28$867,050
Net plan assets at beginning of year (total assets less liabilities)2019-02-28$809,718
Total contributions received or receivable from employer(s)2019-02-28$30,796
2018 : COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-02-28$143,911
Expenses. Total of all expenses incurred2018-02-28$2,819
Benefits paid (including direct rollovers)2018-02-28$2,759
Total plan assets at end of year2018-02-28$809,718
Total plan assets at beginning of year2018-02-28$668,626
Expenses. Other expenses not covered elsewhere2018-02-28$60
Other income received2018-02-28$115,088
Net income (gross income less expenses)2018-02-28$141,092
Net plan assets at end of year (total assets less liabilities)2018-02-28$809,718
Net plan assets at beginning of year (total assets less liabilities)2018-02-28$668,626
Total contributions received or receivable from employer(s)2018-02-28$28,823
2017 : COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-02-28$138,589
Expenses. Total of all expenses incurred2017-02-28$8,125
Benefits paid (including direct rollovers)2017-02-28$8,000
Total plan assets at end of year2017-02-28$668,626
Total plan assets at beginning of year2017-02-28$538,162
Expenses. Other expenses not covered elsewhere2017-02-28$125
Other income received2017-02-28$104,273
Net income (gross income less expenses)2017-02-28$130,464
Net plan assets at end of year (total assets less liabilities)2017-02-28$668,626
Net plan assets at beginning of year (total assets less liabilities)2017-02-28$538,162
Total contributions received or receivable from employer(s)2017-02-28$34,316
2016 : COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-02-29$-3,949
Expenses. Total of all expenses incurred2016-02-29$1,940
Benefits paid (including direct rollovers)2016-02-29$1,772
Total plan assets at end of year2016-02-29$538,162
Total plan assets at beginning of year2016-02-29$544,051
Expenses. Other expenses not covered elsewhere2016-02-29$168
Other income received2016-02-29$-35,199
Net income (gross income less expenses)2016-02-29$-5,889
Net plan assets at end of year (total assets less liabilities)2016-02-29$538,162
Net plan assets at beginning of year (total assets less liabilities)2016-02-29$544,051
Total contributions received or receivable from employer(s)2016-02-29$31,250
2015 : COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-02-28$65,044
Expenses. Total of all expenses incurred2015-02-28$49,745
Benefits paid (including direct rollovers)2015-02-28$49,625
Total plan assets at end of year2015-02-28$544,051
Total plan assets at beginning of year2015-02-28$528,752
Expenses. Other expenses not covered elsewhere2015-02-28$120
Other income received2015-02-28$37,128
Net income (gross income less expenses)2015-02-28$15,299
Net plan assets at end of year (total assets less liabilities)2015-02-28$544,051
Net plan assets at beginning of year (total assets less liabilities)2015-02-28$528,752
Total contributions received or receivable from employer(s)2015-02-28$27,916
2014 : COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-02-28$109,158
Expenses. Total of all expenses incurred2014-02-28$10,078
Benefits paid (including direct rollovers)2014-02-28$9,871
Total plan assets at end of year2014-02-28$528,752
Total plan assets at beginning of year2014-02-28$429,672
Expenses. Other expenses not covered elsewhere2014-02-28$207
Other income received2014-02-28$79,325
Net income (gross income less expenses)2014-02-28$99,080
Net plan assets at end of year (total assets less liabilities)2014-02-28$528,752
Net plan assets at beginning of year (total assets less liabilities)2014-02-28$429,672
Total contributions received or receivable from employer(s)2014-02-28$29,833
2013 : COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-02-28$63,793
Expenses. Total of all expenses incurred2013-02-28$280
Total plan assets at end of year2013-02-28$429,672
Total plan assets at beginning of year2013-02-28$366,159
Expenses. Other expenses not covered elsewhere2013-02-28$280
Other income received2013-02-28$31,743
Net income (gross income less expenses)2013-02-28$63,513
Net plan assets at end of year (total assets less liabilities)2013-02-28$429,672
Net plan assets at beginning of year (total assets less liabilities)2013-02-28$366,159
Total contributions received or receivable from employer(s)2013-02-28$32,050
2012 : COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-02-29$31,406
Expenses. Total of all expenses incurred2012-02-29$220
Total plan assets at end of year2012-02-29$366,159
Total plan assets at beginning of year2012-02-29$334,973
Expenses. Other expenses not covered elsewhere2012-02-29$220
Other income received2012-02-29$6,445
Net income (gross income less expenses)2012-02-29$31,186
Net plan assets at end of year (total assets less liabilities)2012-02-29$366,159
Net plan assets at beginning of year (total assets less liabilities)2012-02-29$334,973
Total contributions received or receivable from employer(s)2012-02-29$24,961

Form 5500 Responses for COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN

2022: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Plan funding arrangement – TrustYes
2022-03-01Plan benefit arrangement - TrustYes
2021: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Plan funding arrangement – TrustYes
2021-03-01Plan benefit arrangement - TrustYes
2020: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Plan funding arrangement – TrustYes
2020-03-01Plan benefit arrangement - TrustYes
2019: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Plan funding arrangement – TrustYes
2019-03-01Plan benefit arrangement - TrustYes
2018: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement - TrustYes
2017: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement - TrustYes
2016: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement - TrustYes
2015: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement - TrustYes
2014: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement - TrustYes
2013: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement - TrustYes
2012: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement - TrustYes
2011: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement - TrustYes
2010: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Plan funding arrangement – General assets of the sponsorYes
2010-03-01Plan benefit arrangement – General assets of the sponsorYes
2009: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan

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