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SCHOOL FOR INDEPENDENT LEARNERS 401K PLAN 401k Plan overview

Plan NameSCHOOL FOR INDEPENDENT LEARNERS 401K PLAN
Plan identification number 001

SCHOOL FOR INDEPENDENT LEARNERS 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

CALIFORNIA EDUCATION PLAN, DBA, has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA EDUCATION PLAN, DBA,
Employer identification number (EIN):770134851
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHOOL FOR INDEPENDENT LEARNERS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LEVI LEAVITT2024-07-17
0012021-01-01LEVI LEAVITT2022-07-22
0012020-01-01LEVI LEAVITT2021-07-15
0012018-01-01LEVI LEAVITT2019-07-22
0012017-01-01LEVI LEAVITT2018-10-10
0012016-01-01LEVI LEAVITT2017-07-31
0012015-01-01LEVI LEAVITT2016-10-11
0012014-01-01LEVI LEAVITT2015-07-31
0012013-01-01LEVI LEAVITT2014-07-29
0012012-01-01LEVI LEAVITT2013-07-15

Financial Data on SCHOOL FOR INDEPENDENT LEARNERS 401K PLAN

Measure Date Value
2025 : SCHOOL FOR INDEPENDENT LEARNERS 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-120
Net assets as of the end of the plan year2025-08-12506635
Total assets as of the beginning of the plan year2025-08-12350482
Value of plan covered by a fidelity bond2025-08-1236000
Participant contributions to plan in this plan year2025-08-1254129
Value of participant loans at end of plan year2025-08-120
Other income to plan in this plan year2025-08-12102024
Plan net income in this plan year2025-08-12156153
Net assets as of the end of the plan year2025-08-12506635
Net assets as of the beginning of the plan year2025-08-12350482
Total expenses incurred by plan in this plan year2025-07-15150
Net assets as of the end of the plan year2025-07-15969619
Total assets as of the beginning of the plan year2025-07-15790135
Value of plan covered by a fidelity bond2025-07-1580000
Participant contributions to plan in this plan year2025-07-1556283
Other income to plan in this plan year2025-07-15123351
Plan net income in this plan year2025-07-15179484
Net assets as of the end of the plan year2025-07-15969619
Net assets as of the beginning of the plan year2025-07-15790135
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-15150
2024 : SCHOOL FOR INDEPENDENT LEARNERS 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-170
Net assets as of the end of the plan year2024-07-17790135
Total assets as of the beginning of the plan year2024-07-17647994
Value of plan covered by a fidelity bond2024-07-1765000
Participant contributions to plan in this plan year2024-07-1725078
Other income to plan in this plan year2024-07-17117063
Plan net income in this plan year2024-07-17142141
Net assets as of the end of the plan year2024-07-17790135
Net assets as of the beginning of the plan year2024-07-17647994

Potentially related plans

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