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SAN ANTONIO AIDS FOUNDATION 403(B) PLAN 401k Plan overview

Plan NameSAN ANTONIO AIDS FOUNDATION 403(B) PLAN
Plan identification number 001

SAN ANTONIO AIDS FOUNDATION 403(B) PLAN 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.
  • 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

SAN ANTONIO AIDS FOUNDATION has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN ANTONIO AIDS FOUNDATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MONICA LERMA2024-07-16
0012022-01-01MONICA LERMA2023-10-12
0012021-01-01MONICA LERMA2022-10-14
0012020-01-01MONICA LERMA2021-06-04
0012019-01-01MONICA LERMA2020-07-30
0012018-01-01MONICA LERMA2019-07-31
0012017-01-01RANDY PATINO2018-06-22 RANDY PATINO2018-06-22
0012016-01-01AJA JENKINS2017-07-20
0012015-01-01KEYASHA MORGAN2016-07-12
0012014-01-01
0012013-01-01
0012012-01-01DAVID T. EWELL2013-07-30 DAVID T. EWELL2013-07-30
0012011-01-01DAVID T. EWELL2012-10-08 DAVID T. EWELL2012-10-08
0012010-01-01DAVID T. EWELL2011-10-14 DAVID T. EWELL2011-10-14

Financial Data on SAN ANTONIO AIDS FOUNDATION 403(B) PLAN

Measure Date Value
2025 : SAN ANTONIO AIDS FOUNDATION 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-2815730
Net assets as of the end of the plan year2025-07-28692907
Total assets as of the beginning of the plan year2025-07-28595052
Value of plan covered by a fidelity bond2025-07-2860000
Participant contributions to plan in this plan year2025-07-2819330
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-2877023
Plan net income in this plan year2025-07-2897855
Net assets as of the end of the plan year2025-07-28692907
Net assets as of the beginning of the plan year2025-07-28595052
Employer contributions to plan in this plan year2025-07-2817232
Fees paid to broker by Benefit Provider2025-07-2854
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-28324
2024 : SAN ANTONIO AIDS FOUNDATION 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-160
Total liabilities as of the end of the plan year2024-07-160
Total liabilities as of the beginning of the plan year2024-07-160
Total expenses incurred by plan in this plan year2024-07-161796
Net assets as of the end of the plan year2024-07-16595052
Total assets as of the beginning of the plan year2024-07-16472193
Value of plan covered by a fidelity bond2024-07-16600000
Participant contributions to plan in this plan year2024-07-1623613
Other expenses paid from plan in this plan year2024-07-160
Other contributions to plan in this plan year2024-07-16288
Other income to plan in this plan year2024-07-1680014
Plan net income in this plan year2024-07-16122859
Net assets as of the end of the plan year2024-07-16595052
Net assets as of the beginning of the plan year2024-07-16472193
Employer contributions to plan in this plan year2024-07-1620740
Fees paid to broker by Benefit Provider2024-07-16134
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-16114
2022 : SAN ANTONIO AIDS FOUNDATION 403(B) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-140
Total liabilities as of the end of the plan year2022-10-140
Total liabilities as of the beginning of the plan year2022-10-140
Total expenses incurred by plan in this plan year2022-10-1471909
Net assets as of the end of the plan year2022-10-14616505
Total assets as of the beginning of the plan year2022-10-14560068
Value of plan covered by a fidelity bond2022-10-1460000
Participant contributions to plan in this plan year2022-10-1427678
Value of participant loans at end of plan year2022-10-1414817
Other expenses paid from plan in this plan year2022-10-14679
Other contributions to plan in this plan year2022-10-140
Other income to plan in this plan year2022-10-1484239
Plan net income in this plan year2022-10-1456437
Net assets as of the end of the plan year2022-10-14616505
Net assets as of the beginning of the plan year2022-10-14560068
Employer contributions to plan in this plan year2022-10-1416429
Fees paid to broker by Benefit Provider2022-10-1469

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