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THE CLEVELAND FOUNDATION RETIREMENT PLAN 401k Plan overview

Plan NameTHE CLEVELAND FOUNDATION RETIREMENT PLAN
Plan identification number 001

THE CLEVELAND FOUNDATION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.
  • 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

THE CLEVELAND FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE CLEVELAND FOUNDATION
Employer identification number (EIN):340895268

Additional information about THE CLEVELAND FOUNDATION

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1961-12-18
Company Identification Number: 306223
Legal Registered Office Address: 41 S. HIGH STREET, SUITE 1700
-
COLUMBUS
United States of America (USA)
43215

More information about THE CLEVELAND FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CLEVELAND FOUNDATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-01-01MONICA K. BROWN

Plan Statistics for THE CLEVELAND FOUNDATION RETIREMENT PLAN

401k plan membership statisitcs for THE CLEVELAND FOUNDATION RETIREMENT PLAN

Measure Date Value
2009: THE CLEVELAND FOUNDATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01127
Total number of active participants reported on line 7a of the Form 55002009-01-0176
Number of other retired or separated participants entitled to future benefits2009-01-0150
Total of all active and inactive participants2009-01-01126
Total participants2009-01-01126
Number of participants with account balances2009-01-01114

Form 5500 Responses for THE CLEVELAND FOUNDATION RETIREMENT PLAN

2009: THE CLEVELAND FOUNDATION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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