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TAX DEFERRED ANNUITY PLAN OF CASA DE ESPERANZA 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF CASA DE ESPERANZA
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF CASA DE ESPERANZA 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

CASA DE ESPERANZA has sponsored the creation of one or more 401k plans.

Company Name:CASA DE ESPERANZA
Employer identification number (EIN):411414710
NAIC Classification:624200

Additional information about CASA DE ESPERANZA

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0813148

More information about CASA DE ESPERANZA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF CASA DE ESPERANZA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JENNIFER LANGER2024-10-11
0012022-01-01VIVIAN HUELGO2024-03-08
0012021-01-01ANNIKA GIFFORD2022-07-28
0012020-01-01JENNY LEE2021-07-16
0012019-01-01EDWARD ANDERSON2020-03-20
0012018-01-01VANESA PEREZ2019-04-30
0012017-01-01BLANCA VANESA PEREZ2018-04-12 BLANCA VANESA PEREZ2018-04-12
0012016-01-01BLANCA VANESA PEREZ2017-04-25 BLANCA VANESA PEREZ2017-04-25
0012015-01-01LOURDES M ALVAREZ2016-07-07 LOURDES M ALVAREZ2016-07-07
0012014-01-01LOURDES M ALVAREZ2015-05-04 LOURDES M ALVAREZ2015-05-04
0012013-01-01LOURDES ALVAREZ2014-06-20 LOURDES ALVAREZ2014-06-20
0012012-01-01LOURDES ALVAREZ2013-07-19 LOURDES ALVAREZ2013-07-19
0012011-01-01LOURDES ALVAREZ2012-05-11 LOURDES ALVAREZ2012-05-11
0012010-01-01LOURDES ALVAREZ2011-06-07 LOURDES ALVAREZ2011-06-07

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF CASA DE ESPERANZA

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF CASA DE ESPERANZA

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF CASA DE ESPERANZA 2025 401k membership
Total number of particpants at beginning of year2025-07-3087
Total number of particpants at end of year2025-07-3095
Number of Participants With Account Balances2025-07-3048
2024: TAX DEFERRED ANNUITY PLAN OF CASA DE ESPERANZA 2024 401k membership
Total number of particpants at beginning of year2024-10-1141
Total number of particpants at end of year2024-10-1187
Number of Participants With Account Balances2024-10-1149

Financial Data on TAX DEFERRED ANNUITY PLAN OF CASA DE ESPERANZA

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF CASA DE ESPERANZA 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-300
Total liabilities as of the end of the plan year2025-07-300
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-3050784
Net assets as of the end of the plan year2025-07-301489264
Total assets as of the beginning of the plan year2025-07-301099694
Value of plan covered by a fidelity bond2025-07-30150000
Participant contributions to plan in this plan year2025-07-30183186
Other expenses paid from plan in this plan year2025-07-300
Other contributions to plan in this plan year2025-07-3012723
Other income to plan in this plan year2025-07-30145127
Plan net income in this plan year2025-07-30389570
Net assets as of the end of the plan year2025-07-301489264
Net assets as of the beginning of the plan year2025-07-301099694
Employer contributions to plan in this plan year2025-07-3099318
Fees paid to broker by Benefit Provider2025-07-30452
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-30523
2024 : TAX DEFERRED ANNUITY PLAN OF CASA DE ESPERANZA 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-110
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-1121506
Net assets as of the end of the plan year2024-10-111099694
Total assets as of the beginning of the plan year2024-10-11788663
Value of plan covered by a fidelity bond2024-10-11100000
Participant contributions to plan in this plan year2024-10-11125644
Other expenses paid from plan in this plan year2024-10-110
Other contributions to plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-11129240
Plan net income in this plan year2024-10-11311031
Net assets as of the end of the plan year2024-10-111099694
Net assets as of the beginning of the plan year2024-10-11788663
Employer contributions to plan in this plan year2024-10-1177653
Fees paid to broker by Benefit Provider2024-10-11786
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-11227

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