401k Plan data: THE COLORADO TRUST MONEY PURCHASE PENSION PLAN plan

THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	THE COLORADO TRUST MONEY PURCHASE PENSION PLAN
Plan identification number	001

THE COLORADO TRUST MONEY PURCHASE PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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

THE COLORADO TRUST has sponsored the creation of one or more 401k plans.

Company Name: THE COLORADO TRUST

Employer identification number (EIN): 840994055

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

Additional information about THE COLORADO TRUST

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1985-06-07

Company Identification Number: 19871624857

Legal Registered Office Address: 1600 SHERMAN ST

DENVER
United States of America (USA)
80203

More information about THE COLORADO TRUST

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COLORADO TRUST MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 TAYLOR SCHAFBUCH 2024-05-15 TAYLOR SCHAFBUCH 2024-05-15
001 2022-01-01 TAYLOR SCHAFBUCH 2023-09-29 TAYLOR SCHAFBUCH 2023-09-29
001 2021-01-01 CAROLYN S HOMER 2022-06-02 CAROLYN S HOMER 2022-06-02
001 2020-01-01 CAROLYN HOMER 2021-10-15 CAROLYN HOMER 2021-10-15
001 2019-01-01 CAROLYN HOMER 2020-09-25 CAROLYN HOMER 2020-09-25
001 2018-01-01 DEBBIE MCCUISTON 2019-09-26 DEBBIE MCCUISTON 2019-09-26
001 2017-01-01 DEBBIE MCCUISTON 2018-07-20 DEBBIE MCCUISTON 2018-07-20
001 2016-01-01 DEBBIE MCCUISTON 2017-06-14 DEBBIE MCCUISTON 2017-06-14
001 2015-01-01 DEBBIE MCCUISTON 2016-10-17 DEBBIE MCCUISTON 2016-10-17
001 2014-01-01 DEBBIE MCCUISTON
001 2013-01-01 DEBBIE MCCUISTON
001 2012-01-01 JOANNE JOHNSON
001 2009-01-01 JOANNE JOHNSON
001 2009-01-01 JOANNE JOHNSON 2010-06-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	TAYLOR SCHAFBUCH	2024-05-15	TAYLOR SCHAFBUCH	2024-05-15
001	2022-01-01	TAYLOR SCHAFBUCH	2023-09-29	TAYLOR SCHAFBUCH	2023-09-29
001	2021-01-01	CAROLYN S HOMER	2022-06-02	CAROLYN S HOMER	2022-06-02
001	2020-01-01	CAROLYN HOMER	2021-10-15	CAROLYN HOMER	2021-10-15
001	2019-01-01	CAROLYN HOMER	2020-09-25	CAROLYN HOMER	2020-09-25
001	2018-01-01	DEBBIE MCCUISTON	2019-09-26	DEBBIE MCCUISTON	2019-09-26
001	2017-01-01	DEBBIE MCCUISTON	2018-07-20	DEBBIE MCCUISTON	2018-07-20
001	2016-01-01	DEBBIE MCCUISTON	2017-06-14	DEBBIE MCCUISTON	2017-06-14
001	2015-01-01	DEBBIE MCCUISTON	2016-10-17	DEBBIE MCCUISTON	2016-10-17
001	2014-01-01	DEBBIE MCCUISTON
001	2013-01-01	DEBBIE MCCUISTON
001	2012-01-01	JOANNE JOHNSON
001	2009-01-01	JOANNE JOHNSON
001	2009-01-01			JOANNE JOHNSON	2010-06-30

Plan Statistics for THE COLORADO TRUST MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for THE COLORADO TRUST MONEY PURCHASE PENSION PLAN

Measure Date Value
2014: THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 17
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 17
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 1
2013: THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 21
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 13
Total of all active and inactive participants 2013-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 34
Number of participants with account balances 2013-01-01 34
2012: THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 26
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 12
Total of all active and inactive participants 2012-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 38
Number of participants with account balances 2012-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2009: THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 24
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 10
Total of all active and inactive participants 2009-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 34
Number of participants with account balances 2009-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	17
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	17
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	1
2013: THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	21
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	13
Total of all active and inactive participants	2013-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	34
Number of participants with account balances	2013-01-01	34
2012: THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	26
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	12
Total of all active and inactive participants	2012-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	38
Number of participants with account balances	2012-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2009: THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	24
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	10
Total of all active and inactive participants	2009-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	34
Number of participants with account balances	2009-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE COLORADO TRUST MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2014 : THE COLORADO TRUST MONEY PURCHASE PENSION 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	$377,794
Expenses. Total of all expenses incurred	2014-12-31	$289,002
Benefits paid (including direct rollovers)	2014-12-31	$289,002
Total plan assets at end of year	2014-12-31	$3,262,874
Total plan assets at beginning of year	2014-12-31	$3,174,082
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$0
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	$121,009
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$88,792
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,262,874
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,174,082
Total contributions received or receivable from employer(s)	2014-12-31	$256,785
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	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$256,785
Amount contributed by the employer to the plan for this plan year	2014-12-31	$256,785
2013 : THE COLORADO TRUST MONEY PURCHASE PENSION 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	$766,162
Expenses. Total of all expenses incurred	2013-12-31	$801,059
Benefits paid (including direct rollovers)	2013-12-31	$801,057
Total plan assets at end of year	2013-12-31	$3,174,082
Total plan assets at beginning of year	2013-12-31	$3,208,979
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$0
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	$448,598
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-34,897
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,174,082
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,208,979
Total contributions received or receivable from employer(s)	2013-12-31	$317,564
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	$2
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$317,564
Amount contributed by the employer to the plan for this plan year	2013-12-31	$317,564
2012 : THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$603,098
Expenses. Total of all expenses incurred	2012-12-31	$107,167
Benefits paid (including direct rollovers)	2012-12-31	$107,164
Total plan assets at end of year	2012-12-31	$3,208,979
Total plan assets at beginning of year	2012-12-31	$2,713,048
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Other income received	2012-12-31	$279,220
Net income (gross income less expenses)	2012-12-31	$495,931
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,208,979
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,713,048
Total contributions received or receivable from employer(s)	2012-12-31	$323,878
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$323,878
Amount contributed by the employer to the plan for this plan year	2012-12-31	$323,878
2010 : THE COLORADO TRUST MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$593,625
Expenses. Total of all expenses incurred	2010-12-31	$48,278
Benefits paid (including direct rollovers)	2010-12-31	$48,273
Total plan assets at end of year	2010-12-31	$3,173,947
Total plan assets at beginning of year	2010-12-31	$2,628,600
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Other income received	2010-12-31	$309,131
Net income (gross income less expenses)	2010-12-31	$545,347
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,173,947
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,628,600
Total contributions received or receivable from employer(s)	2010-12-31	$284,494
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$5
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$290,543
Amount contributed by the employer to the plan for this plan year	2010-12-31	$290,543
2009 : THE COLORADO TRUST MONEY PURCHASE PENSION 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
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$274,030
Amount contributed by the employer to the plan for this plan year	2009-12-31	$274,030

Form 5500 Responses for THE COLORADO TRUST MONEY PURCHASE PENSION PLAN

2014: THE COLORADO TRUST MONEY PURCHASE PENSION 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: THE COLORADO TRUST MONEY PURCHASE PENSION 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: THE COLORADO TRUST MONEY PURCHASE PENSION 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
2009: THE COLORADO TRUST MONEY PURCHASE PENSION 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE COLORADO TRUST
Employer identification number (EIN):	840994055
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1985-06-07
Company Identification Number:	19871624857
Legal Registered Office Address:	1600 SHERMAN ST DENVER United States of America (USA) 80203