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HEALTH IMPROVEMENT PARTNERSHIP OF SANTA CRUZ COUNTY 403(B) PLAN 401k Plan overview

Plan NameHEALTH IMPROVEMENT PARTNERSHIP OF SANTA CRUZ COUNTY 403(B) PLAN
Plan identification number 001

HEALTH IMPROVEMENT PARTNERSHIP OF SANTA CRUZ COUNTY 403(B) PLAN Benefits

401k Plan TypeDefined 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 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

HEALTH IMPROVEMENT PARTNERSHIP OF SANTA CRUZ COUNTY has sponsored the creation of one or more 401k plans.

Company Name:HEALTH IMPROVEMENT PARTNERSHIP OF SANTA CRUZ COUNTY
Employer identification number (EIN):010826156
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about HEALTH IMPROVEMENT PARTNERSHIP OF SANTA CRUZ COUNTY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2711895

More information about HEALTH IMPROVEMENT PARTNERSHIP OF SANTA CRUZ COUNTY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH IMPROVEMENT PARTNERSHIP OF SANTA CRUZ COUNTY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JESSICA MASON2024-10-09
0012022-01-01JESSICA MASON2023-09-16 JESSICA MASON2023-09-16
0012021-01-01JESSICA MASON2022-09-23
0012020-01-01ELISA ORONA2021-10-13 ELISA ORONA2021-10-13
0012019-01-01RODSYL RYAN MAGCUYAO2020-06-18 RODSYL RYAN MAGCUYAO2020-06-18
0012018-01-01RODSYL RYAN MAGCUYAO2019-06-21 RODSYL RYAN MAGCUYAO2019-06-21
0012017-01-01RYAN MAGCUYAO2018-07-25
0012016-01-01RODSYL RYAN MAGCUYAO2017-06-26
0012015-01-01WENDY ADLER2016-06-13
0012014-01-01WENDY ADLER2015-04-22
0012013-01-01WENDY ADLER2014-06-23

Financial Data on HEALTH IMPROVEMENT PARTNERSHIP OF SANTA CRUZ COUNTY 403(B) PLAN

Measure Date Value
2025 : HEALTH IMPROVEMENT PARTNERSHIP OF SANTA CRUZ COUNTY 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-140
Total expenses incurred by plan in this plan year2025-08-14102044
Net assets as of the end of the plan year2025-08-14610140
Total assets as of the beginning of the plan year2025-08-14557754
Value of plan covered by a fidelity bond2025-08-14385000
Participant contributions to plan in this plan year2025-08-1434777
Other contributions to plan in this plan year2025-08-140
Other income to plan in this plan year2025-08-1475110
Plan net income in this plan year2025-08-1452386
Net assets as of the end of the plan year2025-08-14610140
Net assets as of the beginning of the plan year2025-08-14557754
Employer contributions to plan in this plan year2025-08-1444543
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-14100
2024 : HEALTH IMPROVEMENT PARTNERSHIP OF SANTA CRUZ COUNTY 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-096865
Net assets as of the end of the plan year2024-10-09557754
Total assets as of the beginning of the plan year2024-10-09412746
Value of plan covered by a fidelity bond2024-10-0938500
Participant contributions to plan in this plan year2024-10-0931674
Other income to plan in this plan year2024-10-0978217
Plan net income in this plan year2024-10-09145008
Net assets as of the end of the plan year2024-10-09557754
Net assets as of the beginning of the plan year2024-10-09412746
Employer contributions to plan in this plan year2024-10-0941982
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-09100
2022 : HEALTH IMPROVEMENT PARTNERSHIP OF SANTA CRUZ COUNTY 403(B) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-2314449
Net assets as of the end of the plan year2022-09-23706675
Total assets as of the beginning of the plan year2022-09-23549468
Value of plan covered by a fidelity bond2022-09-2330000
Participant contributions to plan in this plan year2022-09-2355294
Other income to plan in this plan year2022-09-2383229
Plan net income in this plan year2022-09-23157207
Net assets as of the end of the plan year2022-09-23706675
Net assets as of the beginning of the plan year2022-09-23549468
Employer contributions to plan in this plan year2022-09-2333133
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-23100

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