?>
Plan Name | THE GEORGE FOUNDATION 401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution 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 |
---|---|---|---|---|---|
002 | 2022-01-01 | ROGER E. ADAMSON | 2023-04-26 | RUTHANNE MEFFORD | 2023-04-26 |
002 | 2021-01-01 | ROGER E. ADAMSON | 2022-05-25 | RUTHANNE MEFFORD | 2022-05-03 |
002 | 2020-01-01 | ROGER E. ADAMSON | 2021-05-26 | JOHN M. NULL | 2021-05-26 |
002 | 2019-01-01 | ROGER E. ADAMSON | 2020-04-30 | JOHN M. NULL | 2020-04-30 |
002 | 2018-01-01 | ROGER E. ADAMSON | 2019-06-04 | THOMAS C. MCNUTT | 2019-05-29 |
002 | 2017-01-01 | ROGER E. ADAMSON | 2018-05-23 | THOMAS C. MCNUTT | 2018-05-23 |
002 | 2016-01-01 | ROGER E. ADAMSON | 2017-07-26 | JOHN M. NULL | 2017-07-25 |
002 | 2015-01-01 | ROGER E. ADAMSON | 2016-07-27 | JOHN M. NULL | 2016-07-26 |
002 | 2014-01-01 | ROGER E. ADAMSON | WILLIAM JAMESON | 2015-06-30 | |
002 | 2013-01-01 | ROGER E. ADAMSON | WILLIAM JAMESON | 2014-07-28 | |
002 | 2012-01-01 | ROGER E. ADAMSON | CHARLES P. MCDONALD | 2013-07-08 | |
002 | 2011-01-01 | ROLAND ADAMSON | CHARLES P. MCDONALD | 2012-05-22 | |
002 | 2009-01-01 | ROLAND ADAMSON | P. MICHAEL WELLS | 2010-06-29 |
Measure | Date | Value |
---|---|---|
2014: THE GEORGE FOUNDATION 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 17 |
Number of participants with account balances | 2014-01-01 | 15 |
2013: THE GEORGE FOUNDATION 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 15 |
Number of participants with account balances | 2013-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THE GEORGE FOUNDATION 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 19 |
Number of participants with account balances | 2012-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE GEORGE FOUNDATION 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 19 |
Number of participants with account balances | 2011-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: THE GEORGE FOUNDATION 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 23 |
Number of participants with account balances | 2009-01-01 | 21 |
Measure | Date | Value |
---|---|---|
2014 : THE GEORGE FOUNDATION 401(K) PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $184,219 |
Expenses. Total of all expenses incurred | 2014-12-31 | $12,300 |
Benefits paid (including direct rollovers) | 2014-12-31 | $6,812 |
Total plan assets at end of year | 2014-12-31 | $1,427,245 |
Total plan assets at beginning of year | 2014-12-31 | $1,255,326 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $77,110 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $906 |
Other income received | 2014-12-31 | $80,927 |
Net income (gross income less expenses) | 2014-12-31 | $171,919 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,427,245 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,255,326 |
Assets. Value of participant loans | 2014-12-31 | $14,788 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $25,276 |
Value of corrective distributions | 2014-12-31 | $5,363 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $125 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : THE GEORGE FOUNDATION 401(K) PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $315,162 |
Expenses. Total of all expenses incurred | 2013-12-31 | $462,725 |
Benefits paid (including direct rollovers) | 2013-12-31 | $455,624 |
Total plan assets at end of year | 2013-12-31 | $1,255,326 |
Total plan assets at beginning of year | 2013-12-31 | $1,402,889 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $88,271 |
Other income received | 2013-12-31 | $207,942 |
Net income (gross income less expenses) | 2013-12-31 | $-147,563 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,255,326 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,402,889 |
Assets. Value of participant loans | 2013-12-31 | $8,331 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $18,949 |
Value of corrective distributions | 2013-12-31 | $6,686 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $415 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : THE GEORGE FOUNDATION 401(K) PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $244,962 |
Expenses. Total of all expenses incurred | 2012-12-31 | $9,116 |
Total plan assets at end of year | 2012-12-31 | $1,402,889 |
Total plan assets at beginning of year | 2012-12-31 | $1,167,043 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $87,764 |
Other income received | 2012-12-31 | $130,425 |
Net income (gross income less expenses) | 2012-12-31 | $235,846 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,402,889 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,167,043 |
Assets. Value of participant loans | 2012-12-31 | $23,450 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $26,773 |
Value of corrective distributions | 2012-12-31 | $8,991 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $125 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : THE GEORGE FOUNDATION 401(K) PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $100,536 |
Expenses. Total of all expenses incurred | 2011-12-31 | $189,114 |
Benefits paid (including direct rollovers) | 2011-12-31 | $180,780 |
Total plan assets at end of year | 2011-12-31 | $1,167,043 |
Total plan assets at beginning of year | 2011-12-31 | $1,255,621 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $90,986 |
Other income received | 2011-12-31 | $-16,996 |
Net income (gross income less expenses) | 2011-12-31 | $-88,578 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,167,043 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,255,621 |
Assets. Value of participant loans | 2011-12-31 | $22,744 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $26,546 |
Value of corrective distributions | 2011-12-31 | $8,159 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $175 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : THE GEORGE FOUNDATION 401(K) PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $250,115 |
Expenses. Total of all expenses incurred | 2010-12-31 | $44,013 |
Benefits paid (including direct rollovers) | 2010-12-31 | $35,776 |
Total plan assets at end of year | 2010-12-31 | $1,255,621 |
Total plan assets at beginning of year | 2010-12-31 | $1,049,519 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $101,317 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $125 |
Other income received | 2010-12-31 | $121,016 |
Net income (gross income less expenses) | 2010-12-31 | $206,102 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,255,621 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,049,519 |
Assets. Value of participant loans | 2010-12-31 | $23,164 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $27,782 |
Value of corrective distributions | 2010-12-31 | $8,112 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : THE GEORGE FOUNDATION 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2014: THE GEORGE FOUNDATION 401(K) PLAN 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE GEORGE FOUNDATION 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE GEORGE FOUNDATION 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE GEORGE FOUNDATION 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE GEORGE FOUNDATION 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |