401k Plan data: CONGREGATION BETH ISRAEL PENSION PLAN plan

CONGREGATION BETH ISRAEL PENSION PLAN 401k Plan overview

Plan Name	CONGREGATION BETH ISRAEL PENSION PLAN
Plan identification number	002

CONGREGATION BETH ISRAEL PENSION 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

CONGREGATION BETH ISRAEL has sponsored the creation of one or more 401k plans.

Company Name: CONGREGATION BETH ISRAEL

Employer identification number (EIN): 930386818

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

Additional information about CONGREGATION BETH ISRAEL

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1859-01-21

Company Identification Number: 4233110

Legal Registered Office Address: 1972 NW FLANDERS ST

PORTLAND
United States of America (USA)
97209

More information about CONGREGATION BETH ISRAEL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONGREGATION BETH ISRAEL PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 MELISSA BORDINE 2023-10-16
002 2021-01-01 MELISSA BORDINE 2022-10-17
002 2020-01-01 MELISSA BORDINE 2021-10-15
002 2019-01-01 MELISSA BORDINE 2020-10-13
002 2018-01-01 MELISSA BORDINE 2019-10-15
002 2017-07-01 MELISSA BORDINE 2018-10-15
002 2015-07-01 JOSHUA KASHINSKY 2016-11-10
002 2014-07-01 SYDNEY BAER 2015-11-24
002 2013-07-01 SYDNEY BAER 2015-01-30
002 2012-07-01 SYDNEY BAER 2014-01-29
002 2011-07-01 SYDNEY BAER 2013-01-25 SYDNEY BAER 2013-01-25
002 2010-07-01 SYDNEY A BAER 2011-12-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	MELISSA BORDINE	2023-10-16
002	2021-01-01	MELISSA BORDINE	2022-10-17
002	2020-01-01	MELISSA BORDINE	2021-10-15
002	2019-01-01	MELISSA BORDINE	2020-10-13
002	2018-01-01	MELISSA BORDINE	2019-10-15
002	2017-07-01	MELISSA BORDINE	2018-10-15
002	2015-07-01	JOSHUA KASHINSKY	2016-11-10
002	2014-07-01	SYDNEY BAER	2015-11-24
002	2013-07-01	SYDNEY BAER	2015-01-30
002	2012-07-01	SYDNEY BAER	2014-01-29
002	2011-07-01	SYDNEY BAER	2013-01-25	SYDNEY BAER	2013-01-25
002	2010-07-01	SYDNEY A BAER	2011-12-20

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Company Name:	CONGREGATION BETH ISRAEL
Employer identification number (EIN):	930386818
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1859-01-21
Company Identification Number:	4233110
Legal Registered Office Address:	1972 NW FLANDERS ST PORTLAND United States of America (USA) 97209