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NORTHWEST PORTLAND AREA INDIAN HEALTH BOARD 403(B) PLAN 401k Plan overview

Plan NameNORTHWEST PORTLAND AREA INDIAN HEALTH BOARD 403(B) PLAN
Plan identification number 001

NORTHWEST PORTLAND AREA INDIAN HEALTH BOARD 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • 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

NORTHWEST PORTLAND AREA INDIAN HEALTH BOARD has sponsored the creation of one or more 401k plans.

Company Name:NORTHWEST PORTLAND AREA INDIAN HEALTH BOARD
Employer identification number (EIN):930718154
NAIC Classification:921000

Additional information about NORTHWEST PORTLAND AREA INDIAN HEALTH BOARD

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1978-06-01
Company Identification Number: 12884813
Legal Registered Office Address: 2121 SW BROADWAY STE 300

PORTLAND
United States of America (USA)
97201

More information about NORTHWEST PORTLAND AREA INDIAN HEALTH BOARD

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWEST PORTLAND AREA INDIAN HEALTH BOARD 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01LAURA PLATERO
0012023-01-01LAURA PLATERO2024-10-10
0012022-01-01LAURA PLATERO2023-10-10
0012022-01-01LAURA PLATERO2024-03-15
0012021-01-01LAURA PLATERO2022-10-17
0012021-01-01LAURA PLATERO2023-04-05
0012020-01-01LAURA PLATERO2021-10-07
0012019-01-01LAURA PLATERO2020-10-28
0012018-01-01JOE FINKBONNER2019-10-10
0012018-01-01JOE FINKBONNER2019-10-01
0012017-01-01JOE FINKBONNER2018-10-01
0012016-01-01JOE FINKBONNER2017-10-13
0012016-01-01JOE FINKBONNER2018-03-30
0012015-01-01JOE FINKBONNER2017-06-07
0012015-01-01JOE FINKBONNER2016-10-10

Financial Data on NORTHWEST PORTLAND AREA INDIAN HEALTH BOARD 403(B) PLAN

Measure Date Value
2024 : NORTHWEST PORTLAND AREA INDIAN HEALTH BOARD 403(B) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-100
Total liabilities as of the beginning of the plan year2024-10-10495
Total expenses incurred by plan in this plan year2024-10-101462917
Net assets as of the end of the plan year2024-10-108294520
Total assets as of the beginning of the plan year2024-10-107551623
Value of plan covered by a fidelity bond2024-10-10500000
Participant contributions to plan in this plan year2024-10-10425197
Value of participant loans at end of plan year2024-10-1080591
Other contributions to plan in this plan year2024-10-1019643
Other income to plan in this plan year2024-10-101176498
Plan net income in this plan year2024-10-10743392
Net assets as of the end of the plan year2024-10-108294520
Net assets as of the beginning of the plan year2024-10-107551128
Employer contributions to plan in this plan year2024-10-10584971
Fees paid to broker by Benefit Provider2024-10-10253
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1052539
2023 : NORTHWEST PORTLAND AREA INDIAN HEALTH BOARD 403(B) PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-04-05171198
Net assets as of the end of the plan year2023-04-058612211
Total assets as of the beginning of the plan year2023-04-056996956
Value of plan covered by a fidelity bond2023-04-05500000
Participant contributions to plan in this plan year2023-04-05377719
Value of participant loans at end of plan year2023-04-0591340
Other contributions to plan in this plan year2023-04-0563277
Other income to plan in this plan year2023-04-05937764
Plan net income in this plan year2023-04-051615255
Net assets as of the end of the plan year2023-04-058612211
Net assets as of the beginning of the plan year2023-04-056996956
Employer contributions to plan in this plan year2023-04-05407693
Fees paid to broker by Benefit Provider2023-04-053720
Expensese paid to adminstrative service provicers from plan in this plan year2023-04-0549717

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