| Plan Name | THE GEORGE FOUNDATION RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | THE GEORGE FOUNDATION |
| Employer identification number (EIN): | 746043368 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about THE GEORGE FOUNDATION
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 2007-09-26 |
| Company Identification Number: | C3026745 |
| Legal Registered Office Address: |
16133 Ventura Blvd Penthouse A Encino United States of America (USA) 91436 |
More information about THE GEORGE FOUNDATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ROGER E. ADAMSON | 2024-07-24 | JAMES D. CONDREY | 2024-07-24 |
| 001 | 2022-01-01 | ROGER E. ADAMSON | 2023-08-29 | ||
| 001 | 2021-01-01 | ROGER E. ADAMSON | 2022-06-29 | RUTHANNE MEFFORD | 2022-06-02 |
| 001 | 2020-01-01 | ROGER E. ADAMSON | 2021-05-26 | JOHN M. NULL | 2021-05-26 |
| 001 | 2019-01-01 | ROGER E. ADAMSON | 2020-07-29 | JOHN M. NULL | 2020-07-28 |
| 001 | 2018-01-01 | ROGER E. ADAMSON | 2019-06-28 | THOMAS C. MCNUTT | 2019-06-28 |
| 001 | 2017-01-01 | ROGER E. ADAMSON | 2018-04-26 | THOMAS C. MCNUTT | 2018-04-25 |
| 001 | 2016-01-01 | ROGER E. ADAMSON | 2017-06-28 | JOHN M. NULL | 2017-06-27 |
| 001 | 2015-01-01 | ROGER E. ADAMSON | 2016-07-27 | JOHN M. NULL | 2016-07-26 |
| 001 | 2014-01-01 | ROGER E. ADAMSON | 2015-07-01 | WILLIAM JAMESON | 2015-06-30 |
| 001 | 2013-01-01 | ROGER E. ADAMSON | 2014-06-23 | WILLIAM JAMESON | 2014-07-28 |
| 001 | 2012-01-01 | ROGER ADAMSON | 2013-05-22 | CHARLES P. MCDONALD | 2013-05-23 |
| 001 | 2011-01-01 | ROLAND ADAMSON | 2012-09-18 | CHARLES P. MCDONALD | 2012-09-19 |
| 001 | 2010-01-01 | ROLAND ADAMSON | 2011-10-04 | P. MICHAEL WELLS | 2011-10-04 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE GEORGE FOUNDATION RETIREMENT PLAN 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-07-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-24 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-24 | 265235 |
| Net assets as of the end of the plan year | 2025-07-24 | 4972058 |
| Total assets as of the beginning of the plan year | 2025-07-24 | 4462044 |
| Value of plan covered by a fidelity bond | 2025-07-24 | 1000000 |
| Participant contributions to plan in this plan year | 2025-07-24 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-24 | 0 |
| Other contributions to plan in this plan year | 2025-07-24 | 0 |
| Other income to plan in this plan year | 2025-07-24 | 454740 |
| Plan net income in this plan year | 2025-07-24 | 510014 |
| Net assets as of the end of the plan year | 2025-07-24 | 4972058 |
| Net assets as of the beginning of the plan year | 2025-07-24 | 4462044 |
| Employer contributions to plan in this plan year | 2025-07-24 | 320509 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-24 | 32966 |
| 2024 : THE GEORGE FOUNDATION RETIREMENT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-07-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-24 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-24 | 308410 |
| Net assets as of the end of the plan year | 2024-07-24 | 4462044 |
| Total assets as of the beginning of the plan year | 2024-07-24 | 3876291 |
| Value of plan covered by a fidelity bond | 2024-07-24 | 1000000 |
| Participant contributions to plan in this plan year | 2024-07-24 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-24 | 0 |
| Other contributions to plan in this plan year | 2024-07-24 | 0 |
| Other income to plan in this plan year | 2024-07-24 | 595323 |
| Plan net income in this plan year | 2024-07-24 | 585753 |
| Net assets as of the end of the plan year | 2024-07-24 | 4462044 |
| Net assets as of the beginning of the plan year | 2024-07-24 | 3876291 |
| Employer contributions to plan in this plan year | 2024-07-24 | 298840 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-24 | 30922 |