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COMMUNITY CAREGIVERS OF SONOMA 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameCOMMUNITY CAREGIVERS OF SONOMA 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

COMMUNITY CAREGIVERS OF SONOMA 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

COMMUNITY CAREGIVERS OF SONOMA has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY CAREGIVERS OF SONOMA
Employer identification number (EIN):451269770
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY CAREGIVERS OF SONOMA 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BERKLEY STURGEON2024-07-18
0012022-01-01BERKLEY STURGEON2023-04-20
0012021-01-01BERKLEY STURGEON2022-10-17
0012020-01-01BERKLEY STURGEON2021-07-25
0012019-01-01BERKLEY STURGEON2020-06-28
0012018-01-01BERKLEY STURGEON2019-04-03
0012017-01-01KELLY STURGEON2018-07-18
0012016-01-01KELLY J STURGEON2017-07-31
0012015-01-01KELLY J STURGEON2016-10-17

Financial Data on COMMUNITY CAREGIVERS OF SONOMA 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : COMMUNITY CAREGIVERS OF SONOMA 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-18365
Net assets as of the end of the plan year2025-07-18268835
Total assets as of the beginning of the plan year2025-07-18222034
Value of plan covered by a fidelity bond2025-07-1823000
Participant contributions to plan in this plan year2025-07-188227
Value of participant loans at end of plan year2025-07-181152
Other income to plan in this plan year2025-07-1834361
Plan net income in this plan year2025-07-1846801
Net assets as of the end of the plan year2025-07-18268835
Net assets as of the beginning of the plan year2025-07-18222034
Employer contributions to plan in this plan year2025-07-184578
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1860
2024 : COMMUNITY CAREGIVERS OF SONOMA 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-180
Total liabilities as of the end of the plan year2024-07-180
Total liabilities as of the beginning of the plan year2024-07-180
Total expenses incurred by plan in this plan year2024-07-1822732
Net assets as of the end of the plan year2024-07-18222034
Total assets as of the beginning of the plan year2024-07-18187142
Value of plan covered by a fidelity bond2024-07-1820000
Participant contributions to plan in this plan year2024-07-1811429
Value of participant loans at end of plan year2024-07-183018
Other expenses paid from plan in this plan year2024-07-180
Other contributions to plan in this plan year2024-07-180
Other income to plan in this plan year2024-07-1839146
Plan net income in this plan year2024-07-1834892
Net assets as of the end of the plan year2024-07-18222034
Net assets as of the beginning of the plan year2024-07-18187142
Employer contributions to plan in this plan year2024-07-187049
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-18270
2022 : COMMUNITY CAREGIVERS OF SONOMA 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-170
Total liabilities as of the end of the plan year2022-10-170
Total liabilities as of the beginning of the plan year2022-10-170
Total expenses incurred by plan in this plan year2022-10-175528
Net assets as of the end of the plan year2022-10-17205782
Total assets as of the beginning of the plan year2022-10-17158428
Value of plan covered by a fidelity bond2022-10-1720000
Participant contributions to plan in this plan year2022-10-1715556
Value of participant loans at end of plan year2022-10-17842
Other expenses paid from plan in this plan year2022-10-170
Other contributions to plan in this plan year2022-10-170
Other income to plan in this plan year2022-10-1729898
Plan net income in this plan year2022-10-1747354
Net assets as of the end of the plan year2022-10-17205782
Net assets as of the beginning of the plan year2022-10-17158428
Employer contributions to plan in this plan year2022-10-177428
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-17285

Potentially related plans

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