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Plan Name | COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-03-01 | ||||
001 | 2021-03-01 | ||||
001 | 2020-03-01 | ||||
001 | 2019-03-01 | ||||
001 | 2018-03-01 | ||||
001 | 2017-03-01 | MARGARET A COVAL | |||
001 | 2016-03-01 | MARGARET A COVAL | |||
001 | 2015-03-01 | MARGARET A COVAL | |||
001 | 2014-03-01 | MARGARET A COVAL | |||
001 | 2013-03-01 | MARGARET A COVAL | |||
001 | 2012-03-01 | MARGARET A COVAL | |||
001 | 2011-03-01 | MARGARET A COVAL | |||
001 | 2010-03-01 | MARGARET A COVAL | |||
001 | 2009-03-01 | MARGARET A COVAL |
Measure | Date | Value |
---|---|---|
2022: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-03-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-03-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2022-03-01 | 2 |
Total of all active and inactive participants | 2022-03-01 | 7 |
Total participants | 2022-03-01 | 7 |
Number of participants with account balances | 2022-03-01 | 7 |
2021: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-03-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-03-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2021-03-01 | 3 |
Total of all active and inactive participants | 2021-03-01 | 8 |
Total participants | 2021-03-01 | 8 |
Number of participants with account balances | 2021-03-01 | 8 |
2020: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-03-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-03-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2020-03-01 | 2 |
Total of all active and inactive participants | 2020-03-01 | 8 |
Total participants | 2020-03-01 | 8 |
Number of participants with account balances | 2020-03-01 | 8 |
2019: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-03-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-03-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2019-03-01 | 2 |
Total of all active and inactive participants | 2019-03-01 | 8 |
Total participants | 2019-03-01 | 8 |
Number of participants with account balances | 2019-03-01 | 8 |
2018: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-03-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-03-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2018-03-01 | 2 |
Total of all active and inactive participants | 2018-03-01 | 8 |
Total participants | 2018-03-01 | 8 |
Number of participants with account balances | 2018-03-01 | 8 |
2017: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-03-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-03-01 | 4 |
Total of all active and inactive participants | 2017-03-01 | 4 |
Total participants | 2017-03-01 | 4 |
Number of participants with account balances | 2017-03-01 | 8 |
2016: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-03-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 6 |
Total of all active and inactive participants | 2016-03-01 | 6 |
Total participants | 2016-03-01 | 6 |
Number of participants with account balances | 2016-03-01 | 9 |
2015: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-03-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 5 |
Total of all active and inactive participants | 2015-03-01 | 5 |
Total participants | 2015-03-01 | 5 |
Number of participants with account balances | 2015-03-01 | 10 |
2014: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-03-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-03-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2014-03-01 | 6 |
Total of all active and inactive participants | 2014-03-01 | 11 |
Total participants | 2014-03-01 | 11 |
Number of participants with account balances | 2014-03-01 | 11 |
2013: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-03-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2013-03-01 | 7 |
Total of all active and inactive participants | 2013-03-01 | 11 |
Total participants | 2013-03-01 | 11 |
Number of participants with account balances | 2013-03-01 | 11 |
2012: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-03-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2012-03-01 | 7 |
Total of all active and inactive participants | 2012-03-01 | 13 |
Total participants | 2012-03-01 | 13 |
Number of participants with account balances | 2012-03-01 | 13 |
2011: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-03-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2011-03-01 | 6 |
Total of all active and inactive participants | 2011-03-01 | 12 |
Total participants | 2011-03-01 | 12 |
Number of participants with account balances | 2011-03-01 | 12 |
2010: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-03-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-03-01 | 4 |
Total of all active and inactive participants | 2010-03-01 | 4 |
Total participants | 2010-03-01 | 4 |
Number of participants with account balances | 2010-03-01 | 4 |
2009: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-03-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 3 |
Total of all active and inactive participants | 2009-03-01 | 3 |
Total participants | 2009-03-01 | 3 |
Number of participants with account balances | 2009-03-01 | 3 |
Measure | Date | Value |
---|---|---|
2023 : COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2023 401k financial data | ||
Total income from all sources | 2023-02-28 | $-64,815 |
Total plan assets at end of year | 2023-02-28 | $1,124,838 |
Total plan assets at beginning of year | 2023-02-28 | $1,189,653 |
Other income received | 2023-02-28 | $-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 sources | 2022-02-28 | $31,697 |
Expenses. Total of all expenses incurred | 2022-02-28 | $32,727 |
Benefits paid (including direct rollovers) | 2022-02-28 | $32,707 |
Total plan assets at end of year | 2022-02-28 | $1,189,653 |
Total plan assets at beginning of year | 2022-02-28 | $1,190,683 |
Other income received | 2022-02-28 | $-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 sources | 2021-02-28 | $220,524 |
Total plan assets at end of year | 2021-02-28 | $1,190,683 |
Total plan assets at beginning of year | 2021-02-28 | $970,159 |
Other income received | 2021-02-28 | $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 sources | 2020-02-29 | $103,249 |
Expenses. Total of all expenses incurred | 2020-02-29 | $140 |
Total plan assets at end of year | 2020-02-29 | $970,159 |
Total plan assets at beginning of year | 2020-02-29 | $867,050 |
Other income received | 2020-02-29 | $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 sources | 2019-02-28 | $58,930 |
Expenses. Total of all expenses incurred | 2019-02-28 | $1,598 |
Benefits paid (including direct rollovers) | 2019-02-28 | $1,558 |
Total plan assets at end of year | 2019-02-28 | $867,050 |
Total plan assets at beginning of year | 2019-02-28 | $809,718 |
Expenses. Other expenses not covered elsewhere | 2019-02-28 | $40 |
Other income received | 2019-02-28 | $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 sources | 2018-02-28 | $143,911 |
Expenses. Total of all expenses incurred | 2018-02-28 | $2,819 |
Benefits paid (including direct rollovers) | 2018-02-28 | $2,759 |
Total plan assets at end of year | 2018-02-28 | $809,718 |
Total plan assets at beginning of year | 2018-02-28 | $668,626 |
Expenses. Other expenses not covered elsewhere | 2018-02-28 | $60 |
Other income received | 2018-02-28 | $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 sources | 2017-02-28 | $138,589 |
Expenses. Total of all expenses incurred | 2017-02-28 | $8,125 |
Benefits paid (including direct rollovers) | 2017-02-28 | $8,000 |
Total plan assets at end of year | 2017-02-28 | $668,626 |
Total plan assets at beginning of year | 2017-02-28 | $538,162 |
Expenses. Other expenses not covered elsewhere | 2017-02-28 | $125 |
Other income received | 2017-02-28 | $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 sources | 2016-02-29 | $-3,949 |
Expenses. Total of all expenses incurred | 2016-02-29 | $1,940 |
Benefits paid (including direct rollovers) | 2016-02-29 | $1,772 |
Total plan assets at end of year | 2016-02-29 | $538,162 |
Total plan assets at beginning of year | 2016-02-29 | $544,051 |
Expenses. Other expenses not covered elsewhere | 2016-02-29 | $168 |
Other income received | 2016-02-29 | $-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 sources | 2015-02-28 | $65,044 |
Expenses. Total of all expenses incurred | 2015-02-28 | $49,745 |
Benefits paid (including direct rollovers) | 2015-02-28 | $49,625 |
Total plan assets at end of year | 2015-02-28 | $544,051 |
Total plan assets at beginning of year | 2015-02-28 | $528,752 |
Expenses. Other expenses not covered elsewhere | 2015-02-28 | $120 |
Other income received | 2015-02-28 | $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 sources | 2014-02-28 | $109,158 |
Expenses. Total of all expenses incurred | 2014-02-28 | $10,078 |
Benefits paid (including direct rollovers) | 2014-02-28 | $9,871 |
Total plan assets at end of year | 2014-02-28 | $528,752 |
Total plan assets at beginning of year | 2014-02-28 | $429,672 |
Expenses. Other expenses not covered elsewhere | 2014-02-28 | $207 |
Other income received | 2014-02-28 | $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 sources | 2013-02-28 | $63,793 |
Expenses. Total of all expenses incurred | 2013-02-28 | $280 |
Total plan assets at end of year | 2013-02-28 | $429,672 |
Total plan assets at beginning of year | 2013-02-28 | $366,159 |
Expenses. Other expenses not covered elsewhere | 2013-02-28 | $280 |
Other income received | 2013-02-28 | $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 sources | 2012-02-29 | $31,406 |
Expenses. Total of all expenses incurred | 2012-02-29 | $220 |
Total plan assets at end of year | 2012-02-29 | $366,159 |
Total plan assets at beginning of year | 2012-02-29 | $334,973 |
Expenses. Other expenses not covered elsewhere | 2012-02-29 | $220 |
Other income received | 2012-02-29 | $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 |
2022: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-03-01 | Type of plan entity | Single employer plan |
2022-03-01 | Plan funding arrangement – Trust | Yes |
2022-03-01 | Plan benefit arrangement - Trust | Yes |
2021: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2021 form 5500 responses | ||
2021-03-01 | Type of plan entity | Single employer plan |
2021-03-01 | Plan funding arrangement – Trust | Yes |
2021-03-01 | Plan benefit arrangement - Trust | Yes |
2020: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2020 form 5500 responses | ||
2020-03-01 | Type of plan entity | Single employer plan |
2020-03-01 | Plan funding arrangement – Trust | Yes |
2020-03-01 | Plan benefit arrangement - Trust | Yes |
2019: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2019 form 5500 responses | ||
2019-03-01 | Type of plan entity | Single employer plan |
2019-03-01 | Plan funding arrangement – Trust | Yes |
2019-03-01 | Plan benefit arrangement - Trust | Yes |
2018: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2018 form 5500 responses | ||
2018-03-01 | Type of plan entity | Single employer plan |
2018-03-01 | Plan funding arrangement – Trust | Yes |
2018-03-01 | Plan benefit arrangement - Trust | Yes |
2017: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2017 form 5500 responses | ||
2017-03-01 | Type of plan entity | Single employer plan |
2017-03-01 | Plan funding arrangement – Trust | Yes |
2017-03-01 | Plan benefit arrangement - Trust | Yes |
2016: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2016 form 5500 responses | ||
2016-03-01 | Type of plan entity | Single employer plan |
2016-03-01 | Plan funding arrangement – Trust | Yes |
2016-03-01 | Plan benefit arrangement - Trust | Yes |
2015: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2015 form 5500 responses | ||
2015-03-01 | Type of plan entity | Single employer plan |
2015-03-01 | Plan funding arrangement – Trust | Yes |
2015-03-01 | Plan benefit arrangement - Trust | Yes |
2014: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2014 form 5500 responses | ||
2014-03-01 | Type of plan entity | Single employer plan |
2014-03-01 | Plan funding arrangement – Trust | Yes |
2014-03-01 | Plan benefit arrangement - Trust | Yes |
2013: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2013 form 5500 responses | ||
2013-03-01 | Type of plan entity | Single employer plan |
2013-03-01 | Plan funding arrangement – Trust | Yes |
2013-03-01 | Plan benefit arrangement - Trust | Yes |
2012: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2012 form 5500 responses | ||
2012-03-01 | Type of plan entity | Single employer plan |
2012-03-01 | Plan funding arrangement – Trust | Yes |
2012-03-01 | Plan benefit arrangement - Trust | Yes |
2011: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2011 form 5500 responses | ||
2011-03-01 | Type of plan entity | Single employer plan |
2011-03-01 | Plan funding arrangement – Trust | Yes |
2011-03-01 | Plan benefit arrangement - Trust | Yes |
2010: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2010 form 5500 responses | ||
2010-03-01 | Type of plan entity | Single employer plan |
2010-03-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2010-03-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2009: COLORADO HUMANITIES 403-B-7 RETIREMENT PLAN 2009 form 5500 responses | ||
2009-03-01 | Type of plan entity | Single employer plan |