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THE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN 401k Plan overview

Plan NameTHE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN
Plan identification number 002

THE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE CENTER FOR GENERATIONAL KINETICS, LLC has sponsored the creation of one or more 401k plans.

Company Name:THE CENTER FOR GENERATIONAL KINETICS, LLC
Employer identification number (EIN):272585648
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about THE CENTER FOR GENERATIONAL KINETICS, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2010-04-30
Company Identification Number: 0801263623
Legal Registered Office Address: PO BOX 29226

AUSTIN
United States of America (USA)
78755

More information about THE CENTER FOR GENERATIONAL KINETICS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DENISE VILLA2024-07-22
0022022-01-01DENISE VILLA2023-07-24
0022021-01-01DENISE VILLA2022-08-09
0022020-01-01DENISE VILLA2021-10-07
0022019-01-01DENISE VILLA2020-10-13
0022018-01-01DENISE VILLA2019-10-06
0022017-01-01DENISE VILLA2018-06-29
0022016-01-01DENISE VILLA2017-10-04
0022015-01-01DENISE VILLA2016-09-15

Financial Data on THE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN

Measure Date Value
2025 : THE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-020
Total liabilities as of the end of the plan year2025-10-020
Total liabilities as of the beginning of the plan year2025-10-020
Total expenses incurred by plan in this plan year2025-10-0223997
Net assets as of the end of the plan year2025-10-024099523
Total assets as of the beginning of the plan year2025-10-023816341
Value of plan covered by a fidelity bond2025-10-02365000
Participant contributions to plan in this plan year2025-10-020
Other expenses paid from plan in this plan year2025-10-020
Other contributions to plan in this plan year2025-10-020
Other income to plan in this plan year2025-10-02157179
Plan net income in this plan year2025-10-02283182
Net assets as of the end of the plan year2025-10-024099523
Net assets as of the beginning of the plan year2025-10-023816341
Employer contributions to plan in this plan year2025-10-02150000
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0218311
2024 : THE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-220
Total liabilities as of the end of the plan year2024-07-220
Total liabilities as of the beginning of the plan year2024-07-220
Total expenses incurred by plan in this plan year2024-07-2218798
Net assets as of the end of the plan year2024-07-223816341
Total assets as of the beginning of the plan year2024-07-222869674
Value of plan covered by a fidelity bond2024-07-22365000
Participant contributions to plan in this plan year2024-07-220
Other expenses paid from plan in this plan year2024-07-220
Other contributions to plan in this plan year2024-07-220
Other income to plan in this plan year2024-07-22215465
Plan net income in this plan year2024-07-22946667
Net assets as of the end of the plan year2024-07-223816341
Net assets as of the beginning of the plan year2024-07-222869674
Employer contributions to plan in this plan year2024-07-22750000
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2215552

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