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401K RETIREMENT SOLUTIONS 401k Plan overview

Plan Name401K RETIREMENT SOLUTIONS
Plan identification number 001

401K RETIREMENT SOLUTIONS 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.
  • 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

VISALIA CONVENTION AND VISITORS BUREAU has sponsored the creation of one or more 401k plans.

Company Name:VISALIA CONVENTION AND VISITORS BUREAU
Employer identification number (EIN):205199890
NAIC Classification:561500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401K RETIREMENT SOLUTIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-10-01
0012011-01-01JOHN ANDERSON2012-04-20 JOHN ANDERSON2012-04-20
0012010-01-01JOHN ANDERSON2011-10-13
0012009-01-01JOHN ANDERSON

Plan Statistics for 401K RETIREMENT SOLUTIONS

401k plan membership statisitcs for 401K RETIREMENT SOLUTIONS

Measure Date Value
2025: 401K RETIREMENT SOLUTIONS 2025 401k membership
Total number of particpants at beginning of year2025-06-234
Total number of particpants at end of year2025-06-234
Number of Participants With Account Balances2025-06-234
2024: 401K RETIREMENT SOLUTIONS 2024 401k membership
Total number of particpants at beginning of year2024-07-025
Total number of particpants at end of year2024-07-024
Number of Participants With Account Balances2024-07-024
2009: 401K RETIREMENT SOLUTIONS 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 401K RETIREMENT SOLUTIONS

Measure Date Value
2025 : 401K RETIREMENT SOLUTIONS 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-230
Total expenses incurred by plan in this plan year2025-06-234582
Net assets as of the end of the plan year2025-06-2364761
Total assets as of the beginning of the plan year2025-06-2356197
Value of plan covered by a fidelity bond2025-06-23200000
Participant contributions to plan in this plan year2025-06-231836
Other income to plan in this plan year2025-06-233431
Plan net income in this plan year2025-06-238564
Net assets as of the end of the plan year2025-06-2364761
Net assets as of the beginning of the plan year2025-06-2356197
Employer contributions to plan in this plan year2025-06-237879
Fees paid to broker by Benefit Provider2025-06-23263
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-23566
2024 : 401K RETIREMENT SOLUTIONS 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-020
Total liabilities as of the end of the plan year2024-07-020
Total liabilities as of the beginning of the plan year2024-07-020
Total expenses incurred by plan in this plan year2024-07-024140
Net assets as of the end of the plan year2024-07-0256197
Total assets as of the beginning of the plan year2024-07-0248437
Value of plan covered by a fidelity bond2024-07-02200000
Other expenses paid from plan in this plan year2024-07-020
Other contributions to plan in this plan year2024-07-023602
Other income to plan in this plan year2024-07-025720
Plan net income in this plan year2024-07-027760
Net assets as of the end of the plan year2024-07-0256197
Net assets as of the beginning of the plan year2024-07-0248437
Employer contributions to plan in this plan year2024-07-022578
Fees paid to broker by Benefit Provider2024-07-02233
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-02515

Form 5500 Responses for 401K RETIREMENT SOLUTIONS

2009: 401K RETIREMENT SOLUTIONS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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