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CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 401k Plan overview

Plan NameCONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN
Plan identification number 001

CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

CONFERENCE OF WESTERN ATTORNEYS GENERAL has sponsored the creation of one or more 401k plans.

Company Name:CONFERENCE OF WESTERN ATTORNEYS GENERAL
Employer identification number (EIN):680250561
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01KAREN WHITE
0012016-07-01KAREN WHITE
0012015-07-01KAREN WHITE
0012014-07-01KAREN WHITE
0012013-07-01KAREN WHITE
0012012-07-01KAREN WHITE KAREN WHITE2014-02-02
0012011-07-01KAREN WHITE KAREN WHITE2013-05-15
0012009-07-01KAREN WHITE

Plan Statistics for CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN

401k plan membership statisitcs for CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN

Measure Date Value
2022: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-010
Total of all active and inactive participants2022-07-010
Total participants2022-07-010
Number of participants with account balances2022-07-010
2021: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-010
Total of all active and inactive participants2021-07-010
Total participants2021-07-010
Number of participants with account balances2021-07-010
2020: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-010
Total of all active and inactive participants2020-07-010
Total participants2020-07-010
Number of participants with account balances2020-07-010
2019: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-010
Total of all active and inactive participants2019-07-010
Total participants2019-07-010
2018: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011
Total of all active and inactive participants2018-07-010
Total participants2018-07-010
2017: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-010
Total number of active participants reported on line 7a of the Form 55002017-07-011
Number of retired or separated participants receiving benefits2017-07-011
Total of all active and inactive participants2017-07-012
Total participants2017-07-012
Number of participants with account balances2017-07-011
2016: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-010
Total of all active and inactive participants2016-07-010
Total participants2016-07-010
2015: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-012
Total number of active participants reported on line 7a of the Form 55002015-07-012
Total of all active and inactive participants2015-07-012
Total participants2015-07-012
2014: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-012
Total number of active participants reported on line 7a of the Form 55002014-07-012
Total of all active and inactive participants2014-07-012
Total participants2014-07-012
2013: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-012
Total number of active participants reported on line 7a of the Form 55002013-07-012
Total of all active and inactive participants2013-07-012
Total participants2013-07-012
Number of participants with account balances2013-07-012
2012: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-012
Total number of active participants reported on line 7a of the Form 55002012-07-012
Total of all active and inactive participants2012-07-012
Total participants2012-07-012
Number of participants with account balances2012-07-012
2011: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-012
Total number of active participants reported on line 7a of the Form 55002011-07-012
Total of all active and inactive participants2011-07-012
Total participants2011-07-012
Number of participants with account balances2011-07-012
2009: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-012
Total number of active participants reported on line 7a of the Form 55002009-07-012
Total of all active and inactive participants2009-07-012
Total participants2009-07-012

Financial Data on CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN

Measure Date Value
2023 : CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2023 401k financial data
Total income from all sources2023-06-30$253,428
Expenses. Total of all expenses incurred2023-06-30$26,827
Benefits paid (including direct rollovers)2023-06-30$26,707
Total plan assets at end of year2023-06-30$1,492,669
Total plan assets at beginning of year2023-06-30$1,266,068
Expenses. Other expenses not covered elsewhere2023-06-30$120
Other income received2023-06-30$188,001
Net income (gross income less expenses)2023-06-30$226,601
Net plan assets at end of year (total assets less liabilities)2023-06-30$1,492,669
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$1,266,068
Total contributions received or receivable from employer(s)2023-06-30$65,427
2022 : CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2022 401k financial data
Total income from all sources2022-06-30$-45,705
Expenses. Total of all expenses incurred2022-06-30$22,257
Benefits paid (including direct rollovers)2022-06-30$22,138
Total plan assets at end of year2022-06-30$1,266,068
Total plan assets at beginning of year2022-06-30$1,334,030
Expenses. Other expenses not covered elsewhere2022-06-30$119
Other income received2022-06-30$-183,430
Net income (gross income less expenses)2022-06-30$-67,962
Net plan assets at end of year (total assets less liabilities)2022-06-30$1,266,068
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$1,334,030
Total contributions received or receivable from employer(s)2022-06-30$137,725
2021 : CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2021 401k financial data
Total income from all sources2021-06-30$407,831
Expenses. Total of all expenses incurred2021-06-30$120
Total plan assets at end of year2021-06-30$1,334,030
Total plan assets at beginning of year2021-06-30$926,319
Expenses. Other expenses not covered elsewhere2021-06-30$120
Other income received2021-06-30$335,823
Net income (gross income less expenses)2021-06-30$407,711
Net plan assets at end of year (total assets less liabilities)2021-06-30$1,334,030
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$926,319
Total contributions received or receivable from employer(s)2021-06-30$72,008
2020 : CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2020 401k financial data
Total income from all sources2020-06-30$91,593
Total plan assets at end of year2020-06-30$478,643
Total plan assets at beginning of year2020-06-30$387,050
Other income received2020-06-30$19,585
Net income (gross income less expenses)2020-06-30$91,593
Net plan assets at end of year (total assets less liabilities)2020-06-30$478,643
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$387,050
Total contributions received or receivable from employer(s)2020-06-30$72,008
2019 : CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2019 401k financial data
Total income from all sources2019-06-30$65,322
Total plan assets at end of year2019-06-30$387,050
Total plan assets at beginning of year2019-06-30$321,728
Net income (gross income less expenses)2019-06-30$65,322
Net plan assets at end of year (total assets less liabilities)2019-06-30$387,050
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$321,728
Total contributions received or receivable from employer(s)2019-06-30$65,322
2018 : CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2018 401k financial data
Total income from all sources2018-06-30$75,660
Expenses. Total of all expenses incurred2018-06-30$570,839
Benefits paid (including direct rollovers)2018-06-30$570,839
Total plan assets at end of year2018-06-30$321,728
Total plan assets at beginning of year2018-06-30$816,907
Net income (gross income less expenses)2018-06-30$-495,179
Net plan assets at end of year (total assets less liabilities)2018-06-30$321,728
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$816,907
Total contributions received or receivable from employer(s)2018-06-30$75,660
2017 : CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2017 401k financial data
Total income from all sources2017-06-30$78,741
Total plan assets at end of year2017-06-30$816,907
Total plan assets at beginning of year2017-06-30$738,166
Net income (gross income less expenses)2017-06-30$78,741
Net plan assets at end of year (total assets less liabilities)2017-06-30$816,907
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$738,166
Total contributions received or receivable from employer(s)2017-06-30$78,741
2016 : CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2016 401k financial data
Total income from all sources2016-06-30$118,299
Total plan assets at end of year2016-06-30$738,166
Total plan assets at beginning of year2016-06-30$619,867
Other income received2016-06-30$42,859
Net income (gross income less expenses)2016-06-30$118,299
Net plan assets at end of year (total assets less liabilities)2016-06-30$738,166
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$619,867
Total contributions received or receivable from employer(s)2016-06-30$75,440
2015 : CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2015 401k financial data
Total income from all sources2015-06-30$114,224
Total plan assets at end of year2015-06-30$619,867
Total plan assets at beginning of year2015-06-30$505,643
Other income received2015-06-30$39,296
Net income (gross income less expenses)2015-06-30$114,224
Net plan assets at end of year (total assets less liabilities)2015-06-30$619,867
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$505,643
Total contributions received or receivable from employer(s)2015-06-30$74,928
2014 : CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2014 401k financial data
Total income from all sources2014-06-30$112,296
Expenses. Total of all expenses incurred2014-06-30$120
Total plan assets at end of year2014-06-30$505,643
Total plan assets at beginning of year2014-06-30$393,467
Other income received2014-06-30$39,416
Net income (gross income less expenses)2014-06-30$112,176
Net plan assets at end of year (total assets less liabilities)2014-06-30$505,643
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$393,467
Total contributions received or receivable from employer(s)2014-06-30$72,880
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$120
2013 : CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2013 401k financial data
Total income from all sources2013-06-30$126,451
Expenses. Total of all expenses incurred2013-06-30$120
Total plan assets at end of year2013-06-30$393,467
Total plan assets at beginning of year2013-06-30$267,136
Other income received2013-06-30$32,355
Net income (gross income less expenses)2013-06-30$126,331
Net plan assets at end of year (total assets less liabilities)2013-06-30$393,467
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$267,136
Total contributions received or receivable from employer(s)2013-06-30$94,096
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$120
2012 : CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2012 401k financial data
Total income from all sources2012-06-30$66,726
Expenses. Total of all expenses incurred2012-06-30$75,030
Benefits paid (including direct rollovers)2012-06-30$75,000
Total plan assets at end of year2012-06-30$267,170
Total plan assets at beginning of year2012-06-30$275,474
Other income received2012-06-30$12,028
Net income (gross income less expenses)2012-06-30$-8,304
Net plan assets at end of year (total assets less liabilities)2012-06-30$267,170
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$275,474
Total contributions received or receivable from employer(s)2012-06-30$54,698
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$30
2011 : CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2011 401k financial data
Total income from all sources2011-06-30$96,803
Total plan assets at end of year2011-06-30$275,474
Total plan assets at beginning of year2011-06-30$178,671
Other income received2011-06-30$50,643
Net income (gross income less expenses)2011-06-30$96,803
Net plan assets at end of year (total assets less liabilities)2011-06-30$275,474
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$178,671
Total contributions received or receivable from employer(s)2011-06-30$46,160

Form 5500 Responses for CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN

2022: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: CONFERENCE OF WESTERN ATTORNEYS GENERAL 403B PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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