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403(B) THRIFT PLAN OF SOUTHERN CALIFORNIA MOUNTAINS FOUNDATION 401k Plan overview

Plan Name403(B) THRIFT PLAN OF SOUTHERN CALIFORNIA MOUNTAINS FOUNDATION
Plan identification number 001

403(B) THRIFT PLAN OF SOUTHERN CALIFORNIA MOUNTAINS FOUNDATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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 MOUNTAINS FOUND ATION has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN CALIFORNIA MOUNTAINS FOUND ATION
Employer identification number (EIN):330556414
NAIC Classification:115310
NAIC Description:Support Activities for Forestry

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KARL HIERL2024-07-26
0012022-01-01KARL HIERL2023-06-30
0012022-01-01KARL HIERL2024-07-26
0012021-01-01KARL HIERL2022-10-28
0012020-01-01KARL HIERL2021-07-16
0012019-01-01KARL HIERL2020-07-13
0012018-01-01KARL HIERL2019-07-23
0012018-01-01KARL HIERL2020-05-04
0012017-01-01KARL HIERL2018-07-17 KARL HIERL2018-07-17
0012016-01-01KARL HIERL2017-06-26 KARL HIERL2017-06-26
0012016-01-01KARL HIERL2017-06-26 KARL HIERL2017-06-26
0012015-01-01KARL HIERL2016-06-24 KARL HIERL2016-06-24
0012014-01-01KARL HIERL2015-07-24 KARL HIERL2015-07-24
0012013-01-01KARL HIERL2014-07-16 KARL HIERL2014-07-16
0012012-01-01KARL HIERL2013-08-22 KARL HIERL2013-08-22
0012011-01-01TIFFANY HASART2012-07-25 TIFFANY HASART2012-07-25
0012010-01-01SARAH MIGGINS2011-09-01

Plan Statistics for 403(B) THRIFT PLAN OF SOUTHERN CALIFORNIA MOUNTAINS FOUNDATION

401k plan membership statisitcs for 403(B) THRIFT PLAN OF SOUTHERN CALIFORNIA MOUNTAINS FOUNDATION

Measure Date Value
2025: 403(B) THRIFT PLAN OF SOUTHERN CALIFORNIA MOUNTAINS FOUNDATION 2025 401k membership
Total number of particpants at beginning of year2025-08-1473
Total number of particpants at end of year2025-08-1473
Number of Participants With Account Balances2025-08-1427
2024: 403(B) THRIFT PLAN OF SOUTHERN CALIFORNIA MOUNTAINS FOUNDATION 2024 401k membership
Total number of particpants at beginning of year2024-07-2673
Total number of particpants at end of year2024-07-2673
Number of Participants With Account Balances2024-07-2624
2022: 403(B) THRIFT PLAN OF SOUTHERN CALIFORNIA MOUNTAINS FOUNDATION 2022 401k membership
Total number of particpants at beginning of year2022-10-2871
Total number of particpants at end of year2022-10-2887
Number of Participants With Account Balances2022-10-2822

Financial Data on 403(B) THRIFT PLAN OF SOUTHERN CALIFORNIA MOUNTAINS FOUNDATION

Measure Date Value
2025 : 403(B) THRIFT PLAN OF SOUTHERN CALIFORNIA MOUNTAINS FOUNDATION 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-140
Total liabilities as of the end of the plan year2025-08-140
Total liabilities as of the beginning of the plan year2025-08-140
Total expenses incurred by plan in this plan year2025-08-148790
Net assets as of the end of the plan year2025-08-14743317
Total assets as of the beginning of the plan year2025-08-14567563
Value of plan covered by a fidelity bond2025-08-1450000
Participant contributions to plan in this plan year2025-08-1482663
Other expenses paid from plan in this plan year2025-08-140
Other contributions to plan in this plan year2025-08-140
Other income to plan in this plan year2025-08-1461175
Plan net income in this plan year2025-08-14175754
Net assets as of the end of the plan year2025-08-14743317
Net assets as of the beginning of the plan year2025-08-14567563
Employer contributions to plan in this plan year2025-08-1440706
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-1439
2024 : 403(B) THRIFT PLAN OF SOUTHERN CALIFORNIA MOUNTAINS FOUNDATION 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-260
Total liabilities as of the end of the plan year2024-07-260
Total liabilities as of the beginning of the plan year2024-07-260
Total expenses incurred by plan in this plan year2024-07-2615856
Net assets as of the end of the plan year2024-07-26567563
Total assets as of the beginning of the plan year2024-07-26398007
Value of plan covered by a fidelity bond2024-07-2650000
Participant contributions to plan in this plan year2024-07-2690895
Other expenses paid from plan in this plan year2024-07-261
Other contributions to plan in this plan year2024-07-260
Other income to plan in this plan year2024-07-2653178
Plan net income in this plan year2024-07-26169556
Net assets as of the end of the plan year2024-07-26567563
Net assets as of the beginning of the plan year2024-07-26398007
Employer contributions to plan in this plan year2024-07-2641339
Fees paid to broker by Benefit Provider2024-07-26149
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-260
2022 : 403(B) THRIFT PLAN OF SOUTHERN CALIFORNIA MOUNTAINS FOUNDATION 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-280
Total liabilities as of the end of the plan year2022-10-280
Total liabilities as of the beginning of the plan year2022-10-280
Total expenses incurred by plan in this plan year2022-10-283428
Net assets as of the end of the plan year2022-10-28358156
Total assets as of the beginning of the plan year2022-10-28267609
Value of plan covered by a fidelity bond2022-10-2850000
Participant contributions to plan in this plan year2022-10-2840416
Other expenses paid from plan in this plan year2022-10-2872
Other contributions to plan in this plan year2022-10-280
Other income to plan in this plan year2022-10-2832233
Plan net income in this plan year2022-10-2890547
Net assets as of the end of the plan year2022-10-28358156
Net assets as of the beginning of the plan year2022-10-28267609
Employer contributions to plan in this plan year2022-10-2821326
Fees paid to broker by Benefit Provider2022-10-2861

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