Original filing (PDF)20251014123521NAL0001350611001

UMPQUA COMMUNITY DEVELOPMENT C

Name: UMPQUA COMMUNITY DEVELOPMENT C — SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION, Form 5500 (2024)
Creator: UMPQUA COMMUNITY DEVELOPMENT C

Form 5500-SF

FILING_RECEIVED

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UMPQUA COMMUNITY DEVELOPMENT C.

Plan sponsor

Name

UMPQUA COMMUNITY DEVELOPMENT C

EIN

93-1057208

Address

605 SE KANE ST · ROSEBURG, OR · 974704906

Phone

(541) 673-4909

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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