401k Plan data: SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF STAPLETON FOUNDATION FOR SUSTAINABLE URBAN COMMUNITIES plan

SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF STAPLETON FOUNDATION FOR SUSTAINABLE URBAN COMMUNITIES 401k Plan overview

Plan Name	SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF STAPLETON FOUNDATION FOR SUSTAINABLE URBAN COMMUNITIES
Plan identification number	001

SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF STAPLETON FOUNDATION FOR SUSTAINABLE URBAN COMMUNITIES 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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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

STAPLETON FOUNDATION FOR SUSTAINABLE URBAN COMMUNITIES has sponsored the creation of one or more 401k plans.

Company Name: STAPLETON FOUNDATION FOR SUSTAINABLE URBAN COMMUNITIES

Employer identification number (EIN): 841497067

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF STAPLETON FOUNDATION FOR SUSTAINABLE URBAN COMMUNITIES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOHN ANSAY 2024-07-30
001 2022-01-01 JOHN ANSAY 2023-06-29
001 2021-01-01 JOHN ANSAY 2022-10-07
001 2020-01-01 LESLIE JOSEPH 2021-08-23
001 2019-01-01 JOHN ANSAY 2020-05-27
001 2018-01-01 JOHN ANSAY 2019-07-01
001 2017-01-01 JOHN ANSAY 2018-07-06
001 2016-01-01 LESLIE JOSEPH 2017-10-13
001 2016-01-01 LESLIE JOSEPH 2017-10-12
001 2015-01-01 BEVERLY HADDON 2016-10-19
001 2014-01-01 BEVERLY HADDON 2015-10-09
001 2013-01-01 BEVERLY HADDON 2014-06-02
001 2012-01-01 BEVERLY HADDON 2013-07-11
001 2011-01-01 BEVERLY HADDON 2012-06-25
001 2010-01-01 BEVERLY HADDON 2011-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JOHN ANSAY	2024-07-30
001	2022-01-01	JOHN ANSAY	2023-06-29
001	2021-01-01	JOHN ANSAY	2022-10-07
001	2020-01-01	LESLIE JOSEPH	2021-08-23
001	2019-01-01	JOHN ANSAY	2020-05-27
001	2018-01-01	JOHN ANSAY	2019-07-01
001	2017-01-01	JOHN ANSAY	2018-07-06
001	2016-01-01	LESLIE JOSEPH	2017-10-13
001	2016-01-01	LESLIE JOSEPH	2017-10-12
001	2015-01-01	BEVERLY HADDON	2016-10-19
001	2014-01-01	BEVERLY HADDON	2015-10-09
001	2013-01-01	BEVERLY HADDON	2014-06-02
001	2012-01-01	BEVERLY HADDON	2013-07-11
001	2011-01-01	BEVERLY HADDON	2012-06-25
001	2010-01-01	BEVERLY HADDON	2011-10-13

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Company Name:	STAPLETON FOUNDATION FOR SUSTAINABLE URBAN COMMUNITIES
Employer identification number (EIN):	841497067
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations