401k Plan data: CPF RETIREMENT SAVINGS PLAN plan

CPF RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	CPF RETIREMENT SAVINGS PLAN
Plan identification number	002

CPF RETIREMENT SAVINGS 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

CLAIMS PROCESSING FACILITY, INC. has sponsored the creation of one or more 401k plans.

Company Name: CLAIMS PROCESSING FACILITY, INC.

Employer identification number (EIN): 364218984

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CPF RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 STACY GERDES 2024-05-07
002 2022-01-01 STACY GERDES 2023-06-05
002 2021-01-01 MELANIE IMPASTATO 2022-06-29
002 2020-01-01 DEBBI NIEMIEC 2021-06-03
002 2019-01-01 DEBBI NIEMIEC 2020-05-11
002 2018-01-01 DEBBI NIEMIEC 2019-06-13
002 2017-01-01 DEBBI NIEMIEC 2018-08-16
002 2016-01-01 DEBBI NIEMIEC 2017-10-09
002 2015-01-01 DEBBI NIEMIEC
002 2014-01-01 DEBBI NIEMIEC
002 2013-01-01 DEBBI NIEMIEC
002 2012-01-01 HARRIET HOLDERNESS
002 2011-01-01 HARRIET HOLDERNESS
002 2009-01-01 HARRIET HOLDERNESS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	STACY GERDES	2024-05-07
002	2022-01-01	STACY GERDES	2023-06-05
002	2021-01-01	MELANIE IMPASTATO	2022-06-29
002	2020-01-01	DEBBI NIEMIEC	2021-06-03
002	2019-01-01	DEBBI NIEMIEC	2020-05-11
002	2018-01-01	DEBBI NIEMIEC	2019-06-13
002	2017-01-01	DEBBI NIEMIEC	2018-08-16
002	2016-01-01	DEBBI NIEMIEC	2017-10-09
002	2015-01-01	DEBBI NIEMIEC
002	2014-01-01	DEBBI NIEMIEC
002	2013-01-01	DEBBI NIEMIEC
002	2012-01-01	HARRIET HOLDERNESS
002	2011-01-01	HARRIET HOLDERNESS
002	2009-01-01	HARRIET HOLDERNESS

Plan Statistics for CPF RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CPF RETIREMENT SAVINGS PLAN

Measure Date Value
2015: CPF RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 26
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 32
Number of participants with account balances 2015-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CPF RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 26
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 34
Number of participants with account balances 2014-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CPF RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 28
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 36
Number of participants with account balances 2013-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CPF RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 29
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 34
Number of participants with account balances 2012-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CPF RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 25
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 31
Number of participants with account balances 2011-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CPF RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 25
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 8
Total of all active and inactive participants 2009-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 33
Number of participants with account balances 2009-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: CPF RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	26
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	32
Number of participants with account balances	2015-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CPF RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	26
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	34
Number of participants with account balances	2014-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CPF RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	28
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	36
Number of participants with account balances	2013-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CPF RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	29
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	34
Number of participants with account balances	2012-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CPF RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	25
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	31
Number of participants with account balances	2011-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CPF RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	25
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	8
Total of all active and inactive participants	2009-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	33
Number of participants with account balances	2009-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CPF RETIREMENT SAVINGS PLAN

Measure	Date	Value
2015 : CPF RETIREMENT SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$411,845
Expenses. Total of all expenses incurred	2015-12-31	$790,693
Benefits paid (including direct rollovers)	2015-12-31	$790,318
Total plan assets at end of year	2015-12-31	$4,943,423
Total plan assets at beginning of year	2015-12-31	$5,322,271
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$159,400
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-22,257
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-378,848
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,943,423
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,322,271
Assets. Value of participant loans	2015-12-31	$93,656
Total contributions received or receivable from employer(s)	2015-12-31	$274,702
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$375
2014 : CPF RETIREMENT SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$633,400
Expenses. Total of all expenses incurred	2014-12-31	$1,291,131
Benefits paid (including direct rollovers)	2014-12-31	$1,290,709
Total plan assets at end of year	2014-12-31	$5,322,271
Total plan assets at beginning of year	2014-12-31	$5,980,002
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$138,774
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$271,049
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-657,731
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,322,271
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,980,002
Assets. Value of participant loans	2014-12-31	$150,583
Total contributions received or receivable from employer(s)	2014-12-31	$223,577
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$422
2013 : CPF RETIREMENT SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,165,097
Expenses. Total of all expenses incurred	2013-12-31	$115,860
Benefits paid (including direct rollovers)	2013-12-31	$115,422
Total plan assets at end of year	2013-12-31	$5,980,002
Total plan assets at beginning of year	2013-12-31	$4,930,765
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$172,323
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$750,186
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,049,237
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,980,002
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,930,765
Assets. Value of participant loans	2013-12-31	$212,019
Total contributions received or receivable from employer(s)	2013-12-31	$242,588
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$438
2012 : CPF RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$839,064
Expenses. Total of all expenses incurred	2012-12-31	$41,315
Benefits paid (including direct rollovers)	2012-12-31	$40,602
Total plan assets at end of year	2012-12-31	$4,930,765
Total plan assets at beginning of year	2012-12-31	$4,133,016
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$171,024
Other income received	2012-12-31	$434,644
Net income (gross income less expenses)	2012-12-31	$797,749
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,930,765
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,133,016
Assets. Value of participant loans	2012-12-31	$181,164
Total contributions received or receivable from employer(s)	2012-12-31	$233,396
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$713
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CPF RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$244,895
Expenses. Total of all expenses incurred	2011-12-31	$383,699
Benefits paid (including direct rollovers)	2011-12-31	$383,674
Total plan assets at end of year	2011-12-31	$4,133,016
Total plan assets at beginning of year	2011-12-31	$4,271,820
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$157,487
Other income received	2011-12-31	$-135,971
Net income (gross income less expenses)	2011-12-31	$-138,804
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,133,016
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,271,820
Total contributions received or receivable from employer(s)	2011-12-31	$223,379
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CPF RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$850,315
Expenses. Total of all expenses incurred	2010-12-31	$217,784
Benefits paid (including direct rollovers)	2010-12-31	$217,750
Total plan assets at end of year	2010-12-31	$4,271,820
Total plan assets at beginning of year	2010-12-31	$3,639,289
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$155,522
Other income received	2010-12-31	$482,648
Net income (gross income less expenses)	2010-12-31	$632,531
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,271,820
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,639,289
Total contributions received or receivable from employer(s)	2010-12-31	$212,145
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$34
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CPF RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CPF RETIREMENT SAVINGS PLAN

2015: CPF RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CPF RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CPF RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CPF RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CPF RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CPF RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CLAIMS PROCESSING FACILITY, INC.
Employer identification number (EIN):	364218984
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services