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| Plan Name | CALIFORNIA INSTITUTE OF ADVANCED MANAGEMENT 403(B) RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | CALIFORNIA INSTITUTE OF ADVANCED MANAGEMENT |
| Employer identification number (EIN): | 452648658 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | CLAUDIA SARABIA | 2024-03-22 | ||
| 001 | 2022-01-01 | CLAUDIA SARABIA | 2023-06-14 | ||
| 001 | 2021-01-01 | CLAUDIA SARABIA | 2022-04-20 | ||
| 001 | 2020-01-01 | CLAUDIA SARABIA | 2021-05-08 | ||
| 001 | 2018-01-01 | CLAUDIA SARABIA | 2019-06-06 | ||
| 001 | 2017-01-01 | CLAUDIA SARABIA | 2018-07-13 | ||
| 001 | 2016-01-01 | CLAUDIA SARABIA | 2017-07-26 | ||
| 001 | 2015-01-01 | JENNIE TA | 2016-05-12 | ||
| 001 | 2013-01-01 | JENNIE TA | 2014-04-24 | ||
| 001 | 2012-09-01 | JENNIE TA | 2013-06-14 |
| Measure | Date | Value |
|---|---|---|
| 2025: CALIFORNIA INSTITUTE OF ADVANCED MANAGEMENT 403(B) RETIREMENT PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-05-14 | 2 |
| Total number of particpants at end of year | 2025-05-14 | 2 |
| Number of Participants With Account Balances | 2025-05-14 | 2 |
| 2024: CALIFORNIA INSTITUTE OF ADVANCED MANAGEMENT 403(B) RETIREMENT PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-03-22 | 2 |
| Total number of particpants at end of year | 2024-03-22 | 2 |
| Number of Participants With Account Balances | 2024-03-22 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CALIFORNIA INSTITUTE OF ADVANCED MANAGEMENT 403(B) RETIREMENT PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-05-14 | 0 |
| Net assets as of the end of the plan year | 2025-05-14 | 127593 |
| Total assets as of the beginning of the plan year | 2025-05-14 | 118180 |
| Other income to plan in this plan year | 2025-05-14 | 9413 |
| Plan net income in this plan year | 2025-05-14 | 9413 |
| Net assets as of the end of the plan year | 2025-05-14 | 127593 |
| Net assets as of the beginning of the plan year | 2025-05-14 | 118180 |
| 2024 : CALIFORNIA INSTITUTE OF ADVANCED MANAGEMENT 403(B) RETIREMENT PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-03-22 | 0 |
| Net assets as of the end of the plan year | 2024-03-22 | 118180 |
| Total assets as of the beginning of the plan year | 2024-03-22 | 105214 |
| Other income to plan in this plan year | 2024-03-22 | 12966 |
| Plan net income in this plan year | 2024-03-22 | 12966 |
| Net assets as of the end of the plan year | 2024-03-22 | 118180 |
| Net assets as of the beginning of the plan year | 2024-03-22 | 105214 |
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