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THE AMERICAN LEGION OF CALIFORNIA RETIREMENT PLAN 401k Plan overview

Plan NameTHE AMERICAN LEGION OF CALIFORNIA RETIREMENT PLAN
Plan identification number 001

THE AMERICAN LEGION OF CALIFORNIA RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

THE AMERICAN LEGION, DEPARTMENT OF CALIFORNIA has sponsored the creation of one or more 401k plans.

Company Name:THE AMERICAN LEGION, DEPARTMENT OF CALIFORNIA
Employer identification number (EIN):940280890
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AMERICAN LEGION OF CALIFORNIA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01VERONICA CRYSTAL RANGEL2022-10-05
0012020-01-01BARBARA LOMBRANO2021-10-12
0012019-01-01VERONICA QUINTANILLA2020-10-13
0012018-01-01VERONICA QUINTANILLA2019-10-01
0012017-01-01JOHN BART2018-03-01
0012016-01-01JOHN BART2017-07-17
0012015-01-01JOHN BART2016-08-17
0012014-01-01BILL SILER2015-07-09
0012013-01-01BILL SILER2014-08-13
0012012-01-01BILL SILER
0012011-01-01BILL SILER
0012010-01-01BILL SILER
0012009-01-01BILL SILER

Plan Statistics for THE AMERICAN LEGION OF CALIFORNIA RETIREMENT PLAN

401k plan membership statisitcs for THE AMERICAN LEGION OF CALIFORNIA RETIREMENT PLAN

Measure Date Value
2012: THE AMERICAN LEGION OF CALIFORNIA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0128
Total number of active participants reported on line 7a of the Form 55002012-01-0125
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0128
Number of participants with account balances2012-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE AMERICAN LEGION OF CALIFORNIA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0130
Total number of active participants reported on line 7a of the Form 55002011-01-0127
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0128
Number of participants with account balances2011-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE AMERICAN LEGION OF CALIFORNIA RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0128
Total number of active participants reported on line 7a of the Form 55002010-01-0127
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0129
Number of participants with account balances2010-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: THE AMERICAN LEGION OF CALIFORNIA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0126
Total number of active participants reported on line 7a of the Form 55002009-01-0127
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0127
Number of participants with account balances2009-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE AMERICAN LEGION OF CALIFORNIA RETIREMENT PLAN

Measure Date Value
2012 : THE AMERICAN LEGION OF CALIFORNIA RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$188,307
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$721,328
Total plan assets at beginning of year2012-12-31$533,021
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$70,433
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$57,005
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$188,307
Net plan assets at end of year (total assets less liabilities)2012-12-31$721,328
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$533,021
Assets. Value of participant loans2012-12-31$14,043
Total contributions received or receivable from employer(s)2012-12-31$60,869
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : THE AMERICAN LEGION OF CALIFORNIA RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$144,672
Expenses. Total of all expenses incurred2011-12-31$21,012
Benefits paid (including direct rollovers)2011-12-31$20,837
Total plan assets at end of year2011-12-31$533,021
Total plan assets at beginning of year2011-12-31$409,361
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$71,978
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$1,383
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$123,660
Net plan assets at end of year (total assets less liabilities)2011-12-31$533,021
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$409,361
Assets. Value of participant loans2011-12-31$17,806
Total contributions received or receivable from employer(s)2011-12-31$71,311
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
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 securities2011-12-31$0
2010 : THE AMERICAN LEGION OF CALIFORNIA RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$188,149
Expenses. Total of all expenses incurred2010-12-31$1,550
Benefits paid (including direct rollovers)2010-12-31$1,500
Total plan assets at end of year2010-12-31$409,361
Total plan assets at beginning of year2010-12-31$222,762
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$75,576
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$37,784
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$186,599
Net plan assets at end of year (total assets less liabilities)2010-12-31$409,361
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$222,762
Assets. Value of participant loans2010-12-31$344
Total contributions received or receivable from employer(s)2010-12-31$74,789
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE AMERICAN LEGION OF CALIFORNIA RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE AMERICAN LEGION OF CALIFORNIA RETIREMENT PLAN

2012: THE AMERICAN LEGION OF CALIFORNIA RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE AMERICAN LEGION OF CALIFORNIA RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE AMERICAN LEGION OF CALIFORNIA RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE AMERICAN LEGION OF CALIFORNIA RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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