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| Plan Name | THE COMMONWEALTH FUND RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE COMMONWEALTH FUND |
| Employer identification number (EIN): | 131635260 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about THE COMMONWEALTH FUND
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1918-10-18 |
| Company Identification Number: | 14841 |
More information about THE COMMONWEALTH FUND
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | TONYA WOODLAND | 2024-10-08 | TONYA WOODLAND | 2024-10-08 |
| 001 | 2022-01-01 | TONYA WOODLAND | 2023-10-11 | TONYA WOODLAND | 2023-10-11 |
| 001 | 2021-01-01 | TONYA WOODLAND | 2022-09-18 | TONYA WOODLAND | 2022-09-18 |
| 001 | 2020-01-01 | TONYA WOODLAND | 2021-09-02 | TONYA WOODLAND | 2021-09-02 |
| 001 | 2018-01-01 | TONYA WOODLAND | 2019-07-25 | TONYA WOODLAND | 2019-07-25 |
| 001 | 2017-01-01 | DIANA DAVENPORT | 2018-07-09 | DIANA DAVENPORT | 2018-07-09 |
| 001 | 2016-01-01 | DIANA DAVENPORT | 2017-07-24 | DIANA DAVENPORT | 2017-07-24 |
| 001 | 2015-01-01 | DIANA DAVENPORT | 2016-07-15 | DIANA DAVENPORT | 2016-07-15 |
| 001 | 2014-01-01 | DIANA DAVENPORT | 2015-07-06 | DIANA DAVENPORT | 2015-07-06 |
| 001 | 2013-01-01 | DIANA DAVENPORT | 2014-07-28 | DIANA DAVENPORT | 2014-07-28 |
| 001 | 2012-01-01 | DIANA DAVENPORT | 2013-07-29 | DIANA DAVENPORT | 2013-07-29 |
| 001 | 2011-01-01 | JEFFRY HABER | 2012-08-20 | ||
| 001 | 2010-01-01 | JEFFRY HABER | 2012-08-20 | ||
| 001 | 2009-01-01 | DIANA DAVENPORT | |||
| 001 | 2009-01-01 | DIANA DAVENPORT | |||
| 001 | 2009-01-01 | DIANA DAVENPORT | |||
| 001 | 2009-01-01 | DIANA DAVENPORT |
| Measure | Date | Value |
|---|---|---|
| 2009: THE COMMONWEALTH FUND RETIREMENT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 13 |
| Number of participants with account balances | 2009-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 2009: THE COMMONWEALTH FUND RETIREMENT PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 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 funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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