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FLEXIBLE ANNUITY DC PLAN OF COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS 401k Plan overview

Plan NameFLEXIBLE ANNUITY DC PLAN OF COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS
Plan identification number 001

FLEXIBLE ANNUITY DC PLAN OF COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

COMMUNITY SERVICES AGENCY OF MOUNTA IN VIEW & LOS ALTOS has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY SERVICES AGENCY OF MOUNTA IN VIEW & LOS ALTOS
Employer identification number (EIN):941422465
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLEXIBLE ANNUITY DC PLAN OF COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KRISTI BLEWIS2024-10-11
0012022-01-01MARVIN SABADO2024-01-31
0012021-01-01MARVIN SABADO2022-10-17
0012020-01-01MARVIN SABADO2021-07-29
0012019-01-01MARVIN SABADO2020-07-29
0012018-01-01MARVIN SABADO2019-07-26
0012017-01-01MARVIN SABADO2018-07-26 MARVIN SABADO2018-07-26
0012016-01-01MARVIN SABADO2017-07-28 MARVIN SABADO2017-07-28
0012015-01-01MARVIN SABADO2016-07-25 MARVIN SABADO2016-07-25
0012014-01-01MARVIN SABADO2015-07-27 MARVIN SABADO2015-07-27
0012013-01-01MARVIN SABADO2014-07-29 MARVIN SABADO2014-07-29
0012012-01-01MARVIN SABADO
0012011-01-01TOM MYERS TOM MYERS2012-09-12
0012010-01-01TOM MYERS TOM MYERS2011-07-27
0012009-01-01TOM MYERS TOM MYERS2010-10-14
0012009-01-01TOM MYERS TOM MYERS2010-10-08
0012009-01-01TOM MYERS TOM MYERS2010-10-13

Financial Data on FLEXIBLE ANNUITY DC PLAN OF COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS

Measure Date Value
2025 : FLEXIBLE ANNUITY DC PLAN OF COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-010
Total liabilities as of the end of the plan year2025-08-010
Total liabilities as of the beginning of the plan year2025-08-010
Total expenses incurred by plan in this plan year2025-08-0114592
Net assets as of the end of the plan year2025-08-011519853
Total assets as of the beginning of the plan year2025-08-011248671
Value of plan covered by a fidelity bond2025-08-01500000
Participant contributions to plan in this plan year2025-08-010
Value of participant loans at end of plan year2025-08-0112104
Other expenses paid from plan in this plan year2025-08-010
Other contributions to plan in this plan year2025-08-010
Other income to plan in this plan year2025-08-01207944
Plan net income in this plan year2025-08-01271182
Net assets as of the end of the plan year2025-08-011519853
Net assets as of the beginning of the plan year2025-08-011248671
Employer contributions to plan in this plan year2025-08-0177830
Fees paid to broker by Benefit Provider2025-08-0144
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-01164
2024 : FLEXIBLE ANNUITY DC PLAN OF COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-110
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-1146763
Net assets as of the end of the plan year2024-10-111248671
Total assets as of the beginning of the plan year2024-10-111061696
Value of plan covered by a fidelity bond2024-10-11500000
Participant contributions to plan in this plan year2024-10-110
Other expenses paid from plan in this plan year2024-10-110
Other contributions to plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-11195434
Plan net income in this plan year2024-10-11186975
Net assets as of the end of the plan year2024-10-111248671
Net assets as of the beginning of the plan year2024-10-111061696
Employer contributions to plan in this plan year2024-10-1138304
Fees paid to broker by Benefit Provider2024-10-1193
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1196
2012 : FLEXIBLE ANNUITY DC PLAN OF COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS 2012 401k financial data
Total income from all sources2012-12-31$87,359
Expenses. Total of all expenses incurred2012-12-31$12,630
Benefits paid (including direct rollovers)2012-12-31$12,382
Total plan assets at end of year2012-12-31$492,994
Total plan assets at beginning of year2012-12-31$418,265
Value of fidelity bond covering the plan2012-12-31$50,000
Other income received2012-12-31$44,087
Net income (gross income less expenses)2012-12-31$74,729
Net plan assets at end of year (total assets less liabilities)2012-12-31$492,994
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$418,265
Total contributions received or receivable from employer(s)2012-12-31$43,272
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$248
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$43,272
Amount contributed by the employer to the plan for this plan year2012-12-31$43,272
2011 : FLEXIBLE ANNUITY DC PLAN OF COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS 2011 401k financial data
Total income from all sources2011-12-31$29,917
Expenses. Total of all expenses incurred2011-12-31$292
Total plan assets at end of year2011-12-31$418,265
Total plan assets at beginning of year2011-12-31$388,640
Value of fidelity bond covering the plan2011-12-31$50,000
Other income received2011-12-31$-10,523
Net income (gross income less expenses)2011-12-31$29,625
Net plan assets at end of year (total assets less liabilities)2011-12-31$418,265
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$388,640
Total contributions received or receivable from employer(s)2011-12-31$40,440
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$292
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$40,440
Amount contributed by the employer to the plan for this plan year2011-12-31$40,440
2010 : FLEXIBLE ANNUITY DC PLAN OF COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS 2010 401k financial data
Total income from all sources2010-12-31$83,613
Expenses. Total of all expenses incurred2010-12-31$27,545
Benefits paid (including direct rollovers)2010-12-31$27,245
Total plan assets at end of year2010-12-31$388,640
Total plan assets at beginning of year2010-12-31$332,572
Value of fidelity bond covering the plan2010-12-31$50,000
Other income received2010-12-31$41,674
Net income (gross income less expenses)2010-12-31$56,068
Net plan assets at end of year (total assets less liabilities)2010-12-31$388,640
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$332,572
Total contributions received or receivable from employer(s)2010-12-31$41,939
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$300
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$41,939
Amount contributed by the employer to the plan for this plan year2010-12-31$41,939
2009 : FLEXIBLE ANNUITY DC PLAN OF COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$50,523
Amount contributed by the employer to the plan for this plan year2009-12-31$50,523

Form 5500 Responses for FLEXIBLE ANNUITY DC PLAN OF COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS

2012: FLEXIBLE ANNUITY DC PLAN OF COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS 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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: FLEXIBLE ANNUITY DC PLAN OF COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FLEXIBLE ANNUITY DC PLAN OF COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FLEXIBLE ANNUITY DC PLAN OF COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052630-G
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052-630-G-03
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052-630-G-03
Policy instance 1

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