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SECTION 403(B) RETIREMENT PLAN FOR COMMUNITIES IN SCHOOLS BAY AREA 401k Plan overview

Plan NameSECTION 403(B) RETIREMENT PLAN FOR COMMUNITIES IN SCHOOLS BAY AREA
Plan identification number 001

SECTION 403(B) RETIREMENT PLAN FOR COMMUNITIES IN SCHOOLS BAY AREA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

COMMUNITIES IN SCHOOLS BAY AREA has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITIES IN SCHOOLS BAY AREA
Employer identification number (EIN):760231008
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECTION 403(B) RETIREMENT PLAN FOR COMMUNITIES IN SCHOOLS BAY AREA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PETER WUENSCHEL2024-07-16
0012022-01-01PETER WUENSCHEL2023-07-25
0012021-01-01PETER WUENSCHEL2022-07-27
0012020-01-01PETER WUENSCHEL2021-06-30
0012019-01-01PETER WUENSCHEL2020-07-15
0012018-01-01PETER WUENSCHEL2020-07-16
0012018-01-01PETER WUENSCHEL2019-11-06
0012017-01-01PETER WUENSCHEL2018-10-05
0012016-01-01PETER WUENSCHEL2017-07-24
0012015-01-01PETER WUENSCHEL2016-07-05
0012014-01-01PETER WUENSCHEL2015-09-01
0012013-01-01PETER WUENSCHEL2014-05-27
0012012-01-01PETER WUENSCHEL2013-09-05
0012011-01-01PETER WUENSCHEL2012-07-09
0012010-01-01JUDY CARNES2011-10-04

Financial Data on SECTION 403(B) RETIREMENT PLAN FOR COMMUNITIES IN SCHOOLS BAY AREA

Measure Date Value
2025 : SECTION 403(B) RETIREMENT PLAN FOR COMMUNITIES IN SCHOOLS BAY AREA 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-16195347
Net assets as of the end of the plan year2025-09-161109905
Total assets as of the beginning of the plan year2025-09-161086741
Value of plan covered by a fidelity bond2025-09-161000000
Participant contributions to plan in this plan year2025-09-1665555
Other income to plan in this plan year2025-09-16110917
Plan net income in this plan year2025-09-1623164
Net assets as of the end of the plan year2025-09-161109905
Net assets as of the beginning of the plan year2025-09-161086741
Employer contributions to plan in this plan year2025-09-1642039
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-164385
2024 : SECTION 403(B) RETIREMENT PLAN FOR COMMUNITIES IN SCHOOLS BAY AREA 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-163664
Net assets as of the end of the plan year2024-07-161086741
Total assets as of the beginning of the plan year2024-07-16869641
Value of plan covered by a fidelity bond2024-07-161000000
Participant contributions to plan in this plan year2024-07-1663426
Other income to plan in this plan year2024-07-16119798
Plan net income in this plan year2024-07-16217100
Net assets as of the end of the plan year2024-07-161086741
Net assets as of the beginning of the plan year2024-07-16869641
Employer contributions to plan in this plan year2024-07-1637540
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-163664
2022 : SECTION 403(B) RETIREMENT PLAN FOR COMMUNITIES IN SCHOOLS BAY AREA 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2712733
Net assets as of the end of the plan year2022-07-27941227
Total assets as of the beginning of the plan year2022-07-27800525
Value of plan covered by a fidelity bond2022-07-271000000
Participant contributions to plan in this plan year2022-07-2739383
Other income to plan in this plan year2022-07-2790977
Plan net income in this plan year2022-07-27140702
Net assets as of the end of the plan year2022-07-27941227
Net assets as of the beginning of the plan year2022-07-27800525
Employer contributions to plan in this plan year2022-07-2723075
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-272693

Potentially related plans

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