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| Plan Name | CASA DEL HERRERO 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | CASA DEL HERRERO |
| Employer identification number (EIN): | 770340301 |
| NAIC Classification: | 712100 |
| NAIC Description: | Museums, Historical Sites, and Similar Institutions |
Additional information about CASA DEL HERRERO
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 1993-01-27 |
| Company Identification Number: | C1850890 |
| Legal Registered Office Address: |
1387 East Valley Road Santa Barbara United States of America (USA) 93108 |
More information about CASA DEL HERRERO
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | JESSICA TADE | 2021-09-11 | ||
| 001 | 2019-01-01 | JESSICA TADE | 2020-08-07 | ||
| 001 | 2018-01-01 | JESSICA TADE | 2019-09-03 |
| Measure | Date | Value |
|---|---|---|
| 2025: CASA DEL HERRERO 401(K) PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-04-28 | 12 |
| Total number of particpants at end of year | 2025-04-28 | 14 |
| Number of Participants With Account Balances | 2025-04-28 | 14 |
| 2024: CASA DEL HERRERO 401(K) PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-10 | 5 |
| Total number of particpants at end of year | 2024-10-10 | 12 |
| Number of Participants With Account Balances | 2024-10-10 | 10 |
| 2022: CASA DEL HERRERO 401(K) PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-10-17 | 4 |
| Total number of particpants at end of year | 2022-10-17 | 4 |
| Number of Participants With Account Balances | 2022-10-17 | 3 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CASA DEL HERRERO 401(K) PLAN 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-04-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-28 | 14909 |
| Net assets as of the end of the plan year | 2025-04-28 | 164989 |
| Total assets as of the beginning of the plan year | 2025-04-28 | 73685 |
| Value of plan covered by a fidelity bond | 2025-04-28 | 100000 |
| Participant contributions to plan in this plan year | 2025-04-28 | 61678 |
| Other income to plan in this plan year | 2025-04-28 | 13999 |
| Plan net income in this plan year | 2025-04-28 | 91304 |
| Net assets as of the end of the plan year | 2025-04-28 | 164989 |
| Net assets as of the beginning of the plan year | 2025-04-28 | 73685 |
| Employer contributions to plan in this plan year | 2025-04-28 | 30536 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-28 | 535 |
| 2024 : CASA DEL HERRERO 401(K) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-10 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-10 | 33619 |
| Net assets as of the end of the plan year | 2024-10-10 | 73685 |
| Total assets as of the beginning of the plan year | 2024-10-10 | 67375 |
| Value of plan covered by a fidelity bond | 2024-10-10 | 10000 |
| Participant contributions to plan in this plan year | 2024-10-10 | 18015 |
| Other expenses paid from plan in this plan year | 2024-10-10 | 0 |
| Other contributions to plan in this plan year | 2024-10-10 | 0 |
| Other income to plan in this plan year | 2024-10-10 | 9863 |
| Plan net income in this plan year | 2024-10-10 | 6310 |
| Net assets as of the end of the plan year | 2024-10-10 | 73685 |
| Net assets as of the beginning of the plan year | 2024-10-10 | 67375 |
| Employer contributions to plan in this plan year | 2024-10-10 | 12051 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-10 | 230 |
| 2022 : CASA DEL HERRERO 401(K) PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-10-17 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-17 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-17 | 60 |
| Net assets as of the end of the plan year | 2022-10-17 | 66889 |
| Total assets as of the beginning of the plan year | 2022-10-17 | 41892 |
| Value of plan covered by a fidelity bond | 2022-10-17 | 10000 |
| Participant contributions to plan in this plan year | 2022-10-17 | 9758 |
| Other expenses paid from plan in this plan year | 2022-10-17 | 0 |
| Other contributions to plan in this plan year | 2022-10-17 | 0 |
| Other income to plan in this plan year | 2022-10-17 | 7592 |
| Plan net income in this plan year | 2022-10-17 | 24997 |
| Net assets as of the end of the plan year | 2022-10-17 | 66889 |
| Net assets as of the beginning of the plan year | 2022-10-17 | 41892 |
| Employer contributions to plan in this plan year | 2022-10-17 | 7707 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-17 | 60 |