| Plan Name | SAN ANTONIO AIDS FOUNDATION 403(B) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SAN ANTONIO AIDS FOUNDATION |
| Employer identification number (EIN): | 742427853 |
| NAIC Classification: | 624200 |
Additional information about SAN ANTONIO AIDS FOUNDATION
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2004-01-01 |
| Company Identification Number: | 0800287417 |
| Legal Registered Office Address: |
818 E GRAYSON ST SAN ANTONIO United States of America (USA) 78208 |
More information about SAN ANTONIO AIDS FOUNDATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | MONICA LERMA | 2024-07-16 | ||
| 001 | 2022-01-01 | MONICA LERMA | 2023-10-12 | ||
| 001 | 2021-01-01 | MONICA LERMA | 2022-10-14 | ||
| 001 | 2020-01-01 | MONICA LERMA | 2021-06-04 | ||
| 001 | 2019-01-01 | MONICA LERMA | 2020-07-30 | ||
| 001 | 2018-01-01 | MONICA LERMA | 2019-07-31 | ||
| 001 | 2017-01-01 | RANDY PATINO | 2018-06-22 | RANDY PATINO | 2018-06-22 |
| 001 | 2016-01-01 | AJA JENKINS | 2017-07-20 | ||
| 001 | 2015-01-01 | KEYASHA MORGAN | 2016-07-12 | ||
| 001 | 2014-01-01 | ||||
| 001 | 2013-01-01 | ||||
| 001 | 2012-01-01 | DAVID T. EWELL | 2013-07-30 | DAVID T. EWELL | 2013-07-30 |
| 001 | 2011-01-01 | DAVID T. EWELL | 2012-10-08 | DAVID T. EWELL | 2012-10-08 |
| 001 | 2010-01-01 | DAVID T. EWELL | 2011-10-14 | DAVID T. EWELL | 2011-10-14 |
| Measure | Date | Value |
|---|---|---|
| 2025 : SAN ANTONIO AIDS FOUNDATION 403(B) PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 15730 |
| Net assets as of the end of the plan year | 2025-07-28 | 692907 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 595052 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 60000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 19330 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 77023 |
| Plan net income in this plan year | 2025-07-28 | 97855 |
| Net assets as of the end of the plan year | 2025-07-28 | 692907 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 595052 |
| Employer contributions to plan in this plan year | 2025-07-28 | 17232 |
| Fees paid to broker by Benefit Provider | 2025-07-28 | 54 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 324 |
| 2024 : SAN ANTONIO AIDS FOUNDATION 403(B) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-16 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-16 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-16 | 1796 |
| Net assets as of the end of the plan year | 2024-07-16 | 595052 |
| Total assets as of the beginning of the plan year | 2024-07-16 | 472193 |
| Value of plan covered by a fidelity bond | 2024-07-16 | 600000 |
| Participant contributions to plan in this plan year | 2024-07-16 | 23613 |
| Other expenses paid from plan in this plan year | 2024-07-16 | 0 |
| Other contributions to plan in this plan year | 2024-07-16 | 288 |
| Other income to plan in this plan year | 2024-07-16 | 80014 |
| Plan net income in this plan year | 2024-07-16 | 122859 |
| Net assets as of the end of the plan year | 2024-07-16 | 595052 |
| Net assets as of the beginning of the plan year | 2024-07-16 | 472193 |
| Employer contributions to plan in this plan year | 2024-07-16 | 20740 |
| Fees paid to broker by Benefit Provider | 2024-07-16 | 134 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-16 | 114 |
| 2022 : SAN ANTONIO AIDS FOUNDATION 403(B) PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-10-14 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-14 | 71909 |
| Net assets as of the end of the plan year | 2022-10-14 | 616505 |
| Total assets as of the beginning of the plan year | 2022-10-14 | 560068 |
| Value of plan covered by a fidelity bond | 2022-10-14 | 60000 |
| Participant contributions to plan in this plan year | 2022-10-14 | 27678 |
| Value of participant loans at end of plan year | 2022-10-14 | 14817 |
| Other expenses paid from plan in this plan year | 2022-10-14 | 679 |
| Other contributions to plan in this plan year | 2022-10-14 | 0 |
| Other income to plan in this plan year | 2022-10-14 | 84239 |
| Plan net income in this plan year | 2022-10-14 | 56437 |
| Net assets as of the end of the plan year | 2022-10-14 | 616505 |
| Net assets as of the beginning of the plan year | 2022-10-14 | 560068 |
| Employer contributions to plan in this plan year | 2022-10-14 | 16429 |
| Fees paid to broker by Benefit Provider | 2022-10-14 | 69 |