Logo

SONOMA VALLEY EDUCATION FOUNDATION 403(B) PLAN 401k Plan overview

Plan NameSONOMA VALLEY EDUCATION FOUNDATION 403(B) PLAN
Plan identification number 001

SONOMA VALLEY EDUCATION FOUNDATION 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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(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)(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.
  • 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

SONOMA VALLEY EDUCATION FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:SONOMA VALLEY EDUCATION FOUNDATION
Employer identification number (EIN):680279152
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about SONOMA VALLEY EDUCATION FOUNDATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1861236

More information about SONOMA VALLEY EDUCATION FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SONOMA VALLEY EDUCATION FOUNDATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01

Financial Data on SONOMA VALLEY EDUCATION FOUNDATION 403(B) PLAN

Measure Date Value
2024 : SONOMA VALLEY EDUCATION FOUNDATION 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-221970
Net assets as of the end of the plan year2024-07-22119840
Total assets as of the beginning of the plan year2024-07-2265890
Value of plan covered by a fidelity bond2024-07-22225000
Participant contributions to plan in this plan year2024-07-2238744
Other income to plan in this plan year2024-07-2217176
Plan net income in this plan year2024-07-2253950
Net assets as of the end of the plan year2024-07-22119840
Net assets as of the beginning of the plan year2024-07-2265890
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-221970
2022 : SONOMA VALLEY EDUCATION FOUNDATION 403(B) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-161363
Net assets as of the end of the plan year2022-09-1689861
Total assets as of the beginning of the plan year2022-09-160
Participant contributions to plan in this plan year2022-09-1662293
Other contributions to plan in this plan year2022-09-1624690
Other income to plan in this plan year2022-09-164241
Plan net income in this plan year2022-09-1689861
Net assets as of the end of the plan year2022-09-1689861
Net assets as of the beginning of the plan year2022-09-160
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-161363

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1