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SOUTHERN CALIFORNIA HOSPICE FOUNDATION 403(B) PLAN 401k Plan overview

Plan NameSOUTHERN CALIFORNIA HOSPICE FOUNDATION 403(B) PLAN
Plan identification number 001

SOUTHERN CALIFORNIA HOSPICE FOUNDATION 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 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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

SOUTHERN CALIFORNIA HOSPICE FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN CALIFORNIA HOSPICE FOUNDATION
Employer identification number (EIN):043720198
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA HOSPICE FOUNDATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHELLE WULFESTIEG2024-07-17
0012022-01-01MICHAEL URANGA2023-07-10

Plan Statistics for SOUTHERN CALIFORNIA HOSPICE FOUNDATION 403(B) PLAN

401k plan membership statisitcs for SOUTHERN CALIFORNIA HOSPICE FOUNDATION 403(B) PLAN

Measure Date Value
2025: SOUTHERN CALIFORNIA HOSPICE FOUNDATION 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0416
Total number of particpants at end of year2025-10-0414
Number of Participants With Account Balances2025-10-043
2024: SOUTHERN CALIFORNIA HOSPICE FOUNDATION 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-173
Total number of particpants at end of year2024-07-1716
Number of Participants With Account Balances2024-07-173

Financial Data on SOUTHERN CALIFORNIA HOSPICE FOUNDATION 403(B) PLAN

Measure Date Value
2025 : SOUTHERN CALIFORNIA HOSPICE FOUNDATION 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-040
Total liabilities as of the end of the plan year2025-10-040
Total liabilities as of the beginning of the plan year2025-10-040
Total expenses incurred by plan in this plan year2025-10-04348
Net assets as of the end of the plan year2025-10-0432229
Total assets as of the beginning of the plan year2025-10-0416816
Value of plan covered by a fidelity bond2025-10-04250000
Participant contributions to plan in this plan year2025-10-0411135
Other expenses paid from plan in this plan year2025-10-040
Other contributions to plan in this plan year2025-10-040
Other income to plan in this plan year2025-10-042888
Plan net income in this plan year2025-10-0415413
Net assets as of the end of the plan year2025-10-0432229
Net assets as of the beginning of the plan year2025-10-0416816
Employer contributions to plan in this plan year2025-10-041738
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-04348
2024 : SOUTHERN CALIFORNIA HOSPICE FOUNDATION 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-170
Total liabilities as of the end of the plan year2024-07-170
Total liabilities as of the beginning of the plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-1759
Net assets as of the end of the plan year2024-07-1716816
Total assets as of the beginning of the plan year2024-07-173435
Value of plan covered by a fidelity bond2024-07-17250000
Participant contributions to plan in this plan year2024-07-179991
Other expenses paid from plan in this plan year2024-07-170
Other contributions to plan in this plan year2024-07-170
Other income to plan in this plan year2024-07-171986
Plan net income in this plan year2024-07-1713381
Net assets as of the end of the plan year2024-07-1716816
Net assets as of the beginning of the plan year2024-07-173435
Employer contributions to plan in this plan year2024-07-171463
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1759

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