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| Plan Name | THE ELECTROCHEMICAL SOCIETY INC 403B DEFINED CONTRIBUTION RETIREMENT PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE ELECTROCHEMICAL SOCIETY INC. |
| Employer identification number (EIN): | 131771269 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2022-01-01 | SOPHIA P JORGE | 2023-08-09 | SOPHIA P JORGE | 2023-08-09 |
| 002 | 2021-01-01 | SOPHIA P. JORGE | 2022-07-06 | ||
| 002 | 2020-01-01 | SOPHIA JORGE | 2021-10-06 | ||
| 002 | 2019-01-01 | SOPHIA JORGE | 2020-09-23 | ||
| 002 | 2018-01-01 | PAUL GROTE | 2019-09-20 | ||
| 002 | 2018-01-01 | PAUL GROTE | 2019-08-28 | ||
| 002 | 2017-01-01 | PAUL GROTE | 2018-08-24 | ||
| 002 | 2016-01-01 | ROQUE J CALVO | 2017-08-28 | ||
| 002 | 2016-01-01 | ROQUE J CALVO | 2017-08-21 | ||
| 002 | 2015-01-01 | ROQUE J CALVO | 2016-09-29 | ||
| 002 | 2014-01-01 | ROQUE J. CALVO | 2015-09-08 | ROQUE J. CALVO | 2015-09-08 |
| 002 | 2013-01-01 | ROQUE J. CALVO | 2014-10-21 | ROQUE J. CALVO | 2014-10-21 |
| 002 | 2012-01-01 | ROQUE J. CALVO | 2013-10-15 | ROQUE J. CALVO | 2013-10-15 |
| 002 | 2011-01-01 | PAUL B. GROTE | 2012-10-15 | ||
| 002 | 2010-01-01 | PAUL GROTE | |||
| 002 | 2009-01-01 | PAUL GROTE | |||
| 002 | 2009-01-01 | PAUL GROTE | |||
| 002 | 2009-01-01 | PAUL GROTE | |||
| 002 | 2009-01-01 | PAUL GROTE |
| Measure | Date | Value |
|---|---|---|
| 2010: THE ELECTROCHEMICAL SOCIETY INC 403B DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 38 |
| Total participants | 2010-01-01 | 38 |
| Number of participants with account balances | 2010-01-01 | 36 |
| 2009: THE ELECTROCHEMICAL SOCIETY INC 403B DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
| Total of all active and inactive participants | 2009-01-01 | 8 |
| Total participants | 2009-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
| Number of participants with account balances | 2009-01-01 | 37 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : THE ELECTROCHEMICAL SOCIETY INC 403B DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $215,608 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $23,210 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $23,210 |
| Total plan assets at end of year | 2010-12-31 | $1,564,902 |
| Total plan assets at beginning of year | 2010-12-31 | $1,372,504 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Other income received | 2010-12-31 | $127,455 |
| Net income (gross income less expenses) | 2010-12-31 | $192,398 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,564,902 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,372,504 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $88,153 |
| 2010: THE ELECTROCHEMICAL SOCIETY INC 403B DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE ELECTROCHEMICAL SOCIETY INC 403B DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 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 is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
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