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TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF CALIFORNIA S CENTRAL COAST 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF CALIFORNIA S CENTRAL COAST
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF CALIFORNIA S CENTRAL COAST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

GIRL SCOUTS OF CALIFORNIA S CENTRAL COAST has sponsored the creation of one or more 401k plans.

Company Name:GIRL SCOUTS OF CALIFORNIA S CENTRAL COAST
Employer identification number (EIN):941567162
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF CALIFORNIA S CENTRAL COAST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CLARISSA PAZ2024-09-23
0012022-01-01ALAN BEANS2023-07-06
0012021-01-01ALAN BEANS2022-06-16
0012020-01-01ALAN BEANS2021-05-03
0012019-01-01JOANNE MCKENDRY2020-07-31
0012018-01-01JOANNE MCKENDRY2019-10-02
0012017-01-01SARA OCONLON2018-07-20 SARA OCONLON2018-07-20
0012016-01-01LORI RIIS-VESTERGAARD2017-06-14
0012013-01-01LORI RIIS-VESTERGAARD2014-07-31 LORI RIIS-VESTERGAARD2014-07-31
0012012-01-01NANCY TILLIE2013-07-30 NANCY TILLIE2013-07-30
0012011-01-01CHARLES ALVAREZ2012-07-31 CHARLES ALVAREZ2012-07-31

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF CALIFORNIA S CENTRAL COAST

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF CALIFORNIA S CENTRAL COAST

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF CALIFORNIA S CENTRAL COAST 2025 401k membership
Total number of particpants at beginning of year2025-08-1323
Total number of particpants at end of year2025-08-1323
Number of Participants With Account Balances2025-08-1323
2024: TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF CALIFORNIA S CENTRAL COAST 2024 401k membership
Total number of particpants at beginning of year2024-09-2325
Total number of particpants at end of year2024-09-2323
Number of Participants With Account Balances2024-09-2322
2022: TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF CALIFORNIA S CENTRAL COAST 2022 401k membership
Total number of particpants at beginning of year2022-06-1625
Total number of particpants at end of year2022-06-1627
Number of Participants With Account Balances2022-06-1627

Financial Data on TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF CALIFORNIA S CENTRAL COAST

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF CALIFORNIA S CENTRAL COAST 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-130
Total liabilities as of the end of the plan year2025-08-130
Total liabilities as of the beginning of the plan year2025-08-130
Total expenses incurred by plan in this plan year2025-08-134746
Net assets as of the end of the plan year2025-08-13566072
Total assets as of the beginning of the plan year2025-08-13363779
Value of plan covered by a fidelity bond2025-08-13100000
Participant contributions to plan in this plan year2025-08-1371546
Other contributions to plan in this plan year2025-08-13109279
Other income to plan in this plan year2025-08-1326214
Plan net income in this plan year2025-08-13202293
Net assets as of the end of the plan year2025-08-13566072
Net assets as of the beginning of the plan year2025-08-13363779
Employer contributions to plan in this plan year2025-08-130
Fees paid to broker by Benefit Provider2025-08-1328
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-1338
2024 : TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF CALIFORNIA S CENTRAL COAST 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-230
Total liabilities as of the end of the plan year2024-09-230
Total liabilities as of the beginning of the plan year2024-09-230
Total expenses incurred by plan in this plan year2024-09-2382050
Net assets as of the end of the plan year2024-09-23363779
Total assets as of the beginning of the plan year2024-09-23342043
Value of plan covered by a fidelity bond2024-09-23100000
Participant contributions to plan in this plan year2024-09-2361617
Other expenses paid from plan in this plan year2024-09-230
Other contributions to plan in this plan year2024-09-230
Other income to plan in this plan year2024-09-2342169
Plan net income in this plan year2024-09-2321736
Net assets as of the end of the plan year2024-09-23363779
Net assets as of the beginning of the plan year2024-09-23342043
Employer contributions to plan in this plan year2024-09-230
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-230
2022 : TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF CALIFORNIA S CENTRAL COAST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-160
Total liabilities as of the end of the plan year2022-06-160
Total liabilities as of the beginning of the plan year2022-06-160
Total expenses incurred by plan in this plan year2022-06-1611242
Net assets as of the end of the plan year2022-06-16346073
Total assets as of the beginning of the plan year2022-06-16243418
Value of plan covered by a fidelity bond2022-06-16100000
Participant contributions to plan in this plan year2022-06-1669226
Other expenses paid from plan in this plan year2022-06-1655
Other contributions to plan in this plan year2022-06-160
Other income to plan in this plan year2022-06-1644671
Plan net income in this plan year2022-06-16102655
Net assets as of the end of the plan year2022-06-16346073
Net assets as of the beginning of the plan year2022-06-16243418
Employer contributions to plan in this plan year2022-06-160
Fees paid to broker by Benefit Provider2022-06-16162

Potentially related plans

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