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CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameCALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN
Plan identification number 001

CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) 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(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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

CALIFORNIA HUMAN DEVELOPMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA HUMAN DEVELOPMENT CORPORATION
Employer identification number (EIN):941653023
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about CALIFORNIA HUMAN DEVELOPMENT CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0525802

More information about CALIFORNIA HUMAN DEVELOPMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANITA MALDONADO ANITA MALDONADO2018-10-04
0012016-01-01ANITA MALDONADO
0012015-01-01CHRIS PAIGE CHRIS PAIGE2016-10-17
0012014-01-01CHRISTOPHER PAIGE CHRISTOPHER PAIGE2015-10-12
0012013-01-01CHRISTOPHER PAIGE
0012012-01-01CHRISTOPHER PAIGE CHRISTOPHER PAIGE2013-10-15
0012011-01-01CHRISTOPHER PAIGE
0012010-01-01CHRIS PAIGE CHRIS PAIGE2011-09-07
0012009-01-01CHRIS PAIGE
0012009-01-01CHRIS PAIGE
0012009-01-01CHRIS PAIGE
0012009-01-012011-08-30

Plan Statistics for CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN

401k plan membership statisitcs for CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN

Measure Date Value
2022: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01175
Total number of active participants reported on line 7a of the Form 55002022-01-0184
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0155
Total of all active and inactive participants2022-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01139
Number of participants with account balances2022-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01174
Total number of active participants reported on line 7a of the Form 55002021-01-01154
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01188
Number of participants with account balances2021-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01173
Total number of active participants reported on line 7a of the Form 55002020-01-01145
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01172
Number of participants with account balances2020-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01160
Total number of active participants reported on line 7a of the Form 55002019-01-01154
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01175
Number of participants with account balances2019-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01189
Total number of active participants reported on line 7a of the Form 55002018-01-01147
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01160
Number of participants with account balances2018-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01194
Total number of active participants reported on line 7a of the Form 55002017-01-01163
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01186
Number of participants with account balances2017-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01205
Total number of active participants reported on line 7a of the Form 55002016-01-01156
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01186
Number of participants with account balances2016-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01202
Total number of active participants reported on line 7a of the Form 55002015-01-01173
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01202
Number of participants with account balances2015-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01208
Total number of active participants reported on line 7a of the Form 55002014-01-01164
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01199
Number of participants with account balances2014-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01188
Total number of active participants reported on line 7a of the Form 55002013-01-01167
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01200
Number of participants with account balances2013-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01222
Total number of active participants reported on line 7a of the Form 55002012-01-01147
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01176
Number of participants with account balances2012-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01200
Total number of active participants reported on line 7a of the Form 55002011-01-01191
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01222
Number of participants with account balances2011-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01156
Total number of active participants reported on line 7a of the Form 55002010-01-01131
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0129
Total of all active and inactive participants2010-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01160
Number of participants with account balances2010-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01211
Total number of active participants reported on line 7a of the Form 55002009-01-01198
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01230
Number of participants with account balances2009-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN

Measure Date Value
2022 : CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-165,697
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$482,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$444,643
Expenses. Certain deemed distributions of participant loans2022-12-31$15,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$391,850
Value of total assets at end of year2022-12-31$2,788,114
Value of total assets at beginning of year2022-12-31$3,436,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,555
Total interest from all sources2022-12-31$2,630
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$339,361
Participant contributions at end of year2022-12-31$38,365
Participant contributions at beginning of year2022-12-31$41,938
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-648,208
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,788,114
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,436,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,736,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,378,755
Interest on participant loans2022-12-31$2,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$13,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$15,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-560,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$52,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$444,643
Contract administrator fees2022-12-31$22,555
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEE CPA AUDIT GROUP
Accountancy firm EIN2022-12-31814637885
2021 : CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$754,499
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$563,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$537,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$452,927
Value of total assets at end of year2021-12-31$3,436,322
Value of total assets at beginning of year2021-12-31$3,244,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,516
Total interest from all sources2021-12-31$2,499
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$378,567
Participant contributions at end of year2021-12-31$41,938
Participant contributions at beginning of year2021-12-31$39,022
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$21,938
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$191,448
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,436,322
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,244,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,378,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,191,405
Interest on participant loans2021-12-31$2,328
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$15,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$14,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$299,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$52,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$537,535
Contract administrator fees2021-12-31$25,516
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$761,486
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$197,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$178,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$397,424
Value of total assets at end of year2020-12-31$3,244,874
Value of total assets at beginning of year2020-12-31$2,680,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,327
Total interest from all sources2020-12-31$2,969
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$332,873
Participant contributions at end of year2020-12-31$39,022
Participant contributions at beginning of year2020-12-31$42,825
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,777
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$564,232
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,244,874
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,680,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,191,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,637,754
Interest on participant loans2020-12-31$2,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$93
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$14,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$361,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$45,774
Employer contributions (assets) at beginning of year2020-12-31$63
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$178,927
Contract administrator fees2020-12-31$18,327
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$789,233
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$434,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$421,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$297,905
Value of total assets at end of year2019-12-31$2,680,642
Value of total assets at beginning of year2019-12-31$2,325,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,109
Total interest from all sources2019-12-31$2,921
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$67,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$67,334
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$236,771
Participant contributions at end of year2019-12-31$42,825
Participant contributions at beginning of year2019-12-31$45,534
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,425
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$354,788
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,680,642
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,325,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,637,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,099,372
Interest on participant loans2019-12-31$2,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$180,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$421,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$39,709
Employer contributions (assets) at end of year2019-12-31$63
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$421,336
Contract administrator fees2019-12-31$13,109
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$129,050
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$642,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$637,491
Value of total corrective distributions2018-12-31$3,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$225,799
Value of total assets at end of year2018-12-31$2,325,854
Value of total assets at beginning of year2018-12-31$2,839,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,141
Total interest from all sources2018-12-31$2,249
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$2,141
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$192,967
Participant contributions at end of year2018-12-31$45,534
Participant contributions at beginning of year2018-12-31$37,342
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$624
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-513,661
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,325,854
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,839,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,099,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,567,892
Income. Interest from loans (other than to participants)2018-12-31$2,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$180,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$231,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-98,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$32,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$637,491
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$669,125
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$134,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$128,919
Value of total corrective distributions2017-12-31$2,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$220,801
Value of total assets at end of year2017-12-31$2,839,515
Value of total assets at beginning of year2017-12-31$2,305,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,327
Total interest from all sources2017-12-31$1,653
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$3,327
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$188,065
Participant contributions at end of year2017-12-31$37,342
Participant contributions at beginning of year2017-12-31$20,961
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,007
Other income not declared elsewhere2017-12-31$46
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$534,273
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,839,515
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,305,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,567,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,053,950
Interest on participant loans2017-12-31$1,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$231,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$227,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$446,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$31,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$128,919
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$274,649
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$95,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$88,189
Value of total corrective distributions2016-12-31$5,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$226,372
Value of total assets at end of year2016-12-31$2,305,242
Value of total assets at beginning of year2016-12-31$2,126,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,414
Total interest from all sources2016-12-31$645
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$2,414
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$193,975
Participant contributions at end of year2016-12-31$20,961
Participant contributions at beginning of year2016-12-31$14,316
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$10
Other income not declared elsewhere2016-12-31$2,873
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$178,696
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,305,242
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,126,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,053,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,900,817
Interest on participant loans2016-12-31$551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$94
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$227,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$210,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$44,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$32,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$88,179
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$235,590
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$71,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$67,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$247,850
Value of total assets at end of year2015-12-31$2,126,546
Value of total assets at beginning of year2015-12-31$1,962,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,546
Total interest from all sources2015-12-31$773
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$214,268
Participant contributions at end of year2015-12-31$14,316
Participant contributions at beginning of year2015-12-31$23,203
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$163,916
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,126,546
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,962,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,900,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,746,156
Interest on participant loans2015-12-31$620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$132,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$132,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$210,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$60,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-13,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$33,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$67,128
Contract administrator fees2015-12-31$4,546
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$362,030
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$240,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$231,753
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$3,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$266,978
Value of total assets at end of year2014-12-31$1,962,630
Value of total assets at beginning of year2014-12-31$1,841,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,165
Total interest from all sources2014-12-31$-653
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$232,207
Participant contributions at end of year2014-12-31$23,203
Participant contributions at beginning of year2014-12-31$30,856
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$121,620
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,962,630
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,841,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,746,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,621,258
Interest on participant loans2014-12-31$1,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$132,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$129,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$129,968
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-1,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$60,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$58,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$95,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$34,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$231,753
Contract administrator fees2014-12-31$5,165
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,909
Total income from all sources (including contributions)2013-12-31$575,082
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$346,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$340,764
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$205,371
Value of total assets at end of year2013-12-31$1,841,010
Value of total assets at beginning of year2013-12-31$1,614,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,280
Total interest from all sources2013-12-31$-2,125
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$171,046
Participant contributions at end of year2013-12-31$30,856
Participant contributions at beginning of year2013-12-31$18,236
Participant contributions at beginning of year2013-12-31$4,606
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,214
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2
Other income not declared elsewhere2013-12-31$2,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$229,038
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,841,010
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,611,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,621,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,294,324
Interest on participant loans2013-12-31$1,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$129,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$239,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$239,951
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-3,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$58,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$57,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$369,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$28,111
Employer contributions (assets) at beginning of year2013-12-31$676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$340,764
Contract administrator fees2013-12-31$5,280
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,909
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,909
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$363,682
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$71,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$71,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$205,737
Value of total assets at end of year2012-12-31$1,614,881
Value of total assets at beginning of year2012-12-31$1,319,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$511
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$160,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$174,621
Participant contributions at end of year2012-12-31$18,236
Participant contributions at beginning of year2012-12-31$7,116
Participant contributions at end of year2012-12-31$4,606
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$292,319
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,611,972
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,319,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,294,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,035,584
Interest on participant loans2012-12-31$511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$239,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$222,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$222,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$57,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$54,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$157,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$31,116
Employer contributions (assets) at end of year2012-12-31$676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$71,363
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,909
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS
Accountancy firm EIN2012-12-31910189318
2011 : CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,834
Total income from all sources (including contributions)2011-12-31$158,155
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$527,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$527,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$208,417
Value of total assets at end of year2011-12-31$1,319,653
Value of total assets at beginning of year2011-12-31$1,690,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$-4,205
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$178,189
Participant contributions at end of year2011-12-31$7,116
Participant contributions at beginning of year2011-12-31$6,816
Participant contributions at beginning of year2011-12-31$11,530
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-368,919
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,319,653
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,688,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,035,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,317,804
Interest on participant loans2011-12-31$366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$222,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$275,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$275,158
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-4,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$54,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$75,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-46,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$30,228
Employer contributions (assets) at beginning of year2011-12-31$1,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$527,074
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,834
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOHLER, NIXON, AND WILLIAMS
Accountancy firm EIN2011-12-31770106234
2010 : CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,834
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$329,653
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$45,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$45,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$216,049
Value of total assets at end of year2010-12-31$1,690,406
Value of total assets at beginning of year2010-12-31$1,404,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$273
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$184,905
Participant contributions at end of year2010-12-31$6,816
Participant contributions at beginning of year2010-12-31$9,869
Participant contributions at end of year2010-12-31$11,530
Participant contributions at beginning of year2010-12-31$10,350
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,658
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,537
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$284,166
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,688,572
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,404,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,317,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,079,169
Interest on participant loans2010-12-31$273
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$275,158
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$249,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$249,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$75,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$52,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$113,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$28,486
Employer contributions (assets) at end of year2010-12-31$1,157
Employer contributions (assets) at beginning of year2010-12-31$990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$45,487
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,834
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOHLER NIXON WILLIAMS
Accountancy firm EIN2010-12-31770106234

Form 5500 Responses for CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN

2022: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) 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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CALIFORNIA HUMAN DEVELOPMENT CORPORATION 403(B) 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number505992-01
Policy instance 1
Insurance contract or identification number505992-01
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number505992-01
Policy instance 1
Insurance contract or identification number505992-01
Number of Individuals Covered5
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number505992-01
Policy instance 2
Insurance contract or identification number505992-01
Number of Individuals Covered105
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-HB2M
Policy instance 1
Insurance contract or identification numberGAP-B2-HB2M
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number505992-01
Policy instance 1
Insurance contract or identification number505992-01
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-HB2M
Policy instance 2
Insurance contract or identification numberGAP-B2-HB2M
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B3-YX33
Policy instance 2
Insurance contract or identification numberGAP-B3-YX33
Number of Individuals Covered89
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $253
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $253
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-HB2M
Policy instance 1
Insurance contract or identification numberGAP-B2-HB2M
Number of Individuals Covered89
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,340
Total amount of fees paid to insurance companyUSD $449
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,340
Amount paid for insurance broker fees449
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-HB2M
Policy instance 2
Insurance contract or identification numberGAP-B2-HB2M
Number of Individuals Covered108
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,526
Total amount of fees paid to insurance companyUSD $530
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,526
Insurance broker organization code?3
Amount paid for insurance broker fees530
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameDAVID LEE HICKS
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B3-YX33
Policy instance 1
Insurance contract or identification numberGAP-B3-YX33
Number of Individuals Covered108
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $595
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $595
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL, LLC

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