| Plan Name | CASA OF SANTA CRUZ CALIFORNIA 403(B) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | COURT APOINTED SPECIAL ADVOCATES OF SANTA CRUZ COUNTY |
| Employer identification number (EIN): | 770305354 |
| NAIC Classification: | 624100 |
| NAIC Description: | Individual and Family Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-07-01 | LYNNE PETROVIC | 2024-12-18 | LYNNE PETROVIC | 2024-12-18 |
| 001 | 2022-07-01 | LYNNE PETROVIC | 2024-03-04 | LYNNE PETROVIC | 2024-03-04 |
| 001 | 2021-07-01 | LYNNE PETROVIC | 2023-03-27 | LYNNE PETROVIC | 2023-03-27 |
| 001 | 2020-07-01 | LYNNE PETROVIC | 2021-11-09 | ||
| 001 | 2019-07-01 | LYNNE PETROVIC | 2021-01-25 | LYNNE PETROVIC | 2021-01-25 |
| 001 | 2018-07-01 | LYNNE PETROVIC | 2020-02-04 | LYNNE PETROVIC | 2020-02-04 |
| 001 | 2017-07-01 | LYNNE PETROVIC | 2019-03-20 | LYNNE PETROVIC | 2019-03-20 |
| 001 | 2016-07-01 | CYNTHIA DRULEY | 2017-08-11 | ||
| 001 | 2015-07-01 | CYNTHIA DRULEY | 2016-08-23 | CYNTHIA DRULEY | 2016-08-23 |
| 001 | 2014-07-01 | CYNTHIA DRULEY | 2015-08-17 | CYNTHIA DRULEY | 2015-08-17 |
| 001 | 2013-07-01 | CYNTHIA DRULEY | 2015-01-22 | CYNTHIA DRULEY | 2015-01-22 |
| Measure | Date | Value |
|---|---|---|
| 2024 : CASA OF SANTA CRUZ CALIFORNIA 403(B) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-12-18 | 13965 |
| Net assets as of the end of the plan year | 2024-12-18 | 836880 |
| Total assets as of the beginning of the plan year | 2024-12-18 | 639782 |
| Value of plan covered by a fidelity bond | 2024-12-18 | 45000 |
| Participant contributions to plan in this plan year | 2024-12-18 | 84766 |
| Other expenses paid from plan in this plan year | 2024-12-18 | 0 |
| Other income to plan in this plan year | 2024-12-18 | 97926 |
| Plan net income in this plan year | 2024-12-18 | 197098 |
| Net assets as of the end of the plan year | 2024-12-18 | 836880 |
| Net assets as of the beginning of the plan year | 2024-12-18 | 639782 |
| Employer contributions to plan in this plan year | 2024-12-18 | 28371 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-18 | 1290 |