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THE GEORGE FOUNDATION RETIREMENT PLAN 401k Plan overview

Plan NameTHE GEORGE FOUNDATION RETIREMENT PLAN
Plan identification number 001

THE GEORGE FOUNDATION RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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

THE GEORGE FOUNDATION has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GEORGE FOUNDATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROGER E. ADAMSON2024-07-24 JAMES D. CONDREY2024-07-24
0012022-01-01ROGER E. ADAMSON2023-08-29
0012021-01-01ROGER E. ADAMSON2022-06-29 RUTHANNE MEFFORD2022-06-02
0012020-01-01ROGER E. ADAMSON2021-05-26 JOHN M. NULL2021-05-26
0012019-01-01ROGER E. ADAMSON2020-07-29 JOHN M. NULL2020-07-28
0012018-01-01ROGER E. ADAMSON2019-06-28 THOMAS C. MCNUTT2019-06-28
0012017-01-01ROGER E. ADAMSON2018-04-26 THOMAS C. MCNUTT2018-04-25
0012016-01-01ROGER E. ADAMSON2017-06-28 JOHN M. NULL2017-06-27
0012015-01-01ROGER E. ADAMSON2016-07-27 JOHN M. NULL2016-07-26
0012014-01-01ROGER E. ADAMSON2015-07-01 WILLIAM JAMESON2015-06-30
0012013-01-01ROGER E. ADAMSON2014-06-23 WILLIAM JAMESON2014-07-28
0012012-01-01ROGER ADAMSON2013-05-22 CHARLES P. MCDONALD2013-05-23
0012011-01-01ROLAND ADAMSON2012-09-18 CHARLES P. MCDONALD2012-09-19
0012010-01-01ROLAND ADAMSON2011-10-04 P. MICHAEL WELLS2011-10-04

Financial Data on THE GEORGE FOUNDATION RETIREMENT PLAN

Measure Date Value
2025 : THE GEORGE FOUNDATION RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-240
Total liabilities as of the beginning of the plan year2025-07-240
Total expenses incurred by plan in this plan year2025-07-24265235
Net assets as of the end of the plan year2025-07-244972058
Total assets as of the beginning of the plan year2025-07-244462044
Value of plan covered by a fidelity bond2025-07-241000000
Participant contributions to plan in this plan year2025-07-240
Other expenses paid from plan in this plan year2025-07-240
Other contributions to plan in this plan year2025-07-240
Other income to plan in this plan year2025-07-24454740
Plan net income in this plan year2025-07-24510014
Net assets as of the end of the plan year2025-07-244972058
Net assets as of the beginning of the plan year2025-07-244462044
Employer contributions to plan in this plan year2025-07-24320509
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2432966
2024 : THE GEORGE FOUNDATION RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-24308410
Net assets as of the end of the plan year2024-07-244462044
Total assets as of the beginning of the plan year2024-07-243876291
Value of plan covered by a fidelity bond2024-07-241000000
Participant contributions to plan in this plan year2024-07-240
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-24595323
Plan net income in this plan year2024-07-24585753
Net assets as of the end of the plan year2024-07-244462044
Net assets as of the beginning of the plan year2024-07-243876291
Employer contributions to plan in this plan year2024-07-24298840
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2430922

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