SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN
| Measure | Date | Value |
|---|
| 2025 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-25 | 192142 |
| Net assets as of the end of the plan year | 2025-07-25 | 3227961 |
| Total assets as of the beginning of the plan year | 2025-07-25 | 2937370 |
| Value of plan covered by a fidelity bond | 2025-07-25 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-25 | 74984 |
| Value of participant loans at end of plan year | 2025-07-25 | 78687 |
| Other income to plan in this plan year | 2025-07-25 | 261291 |
| Plan net income in this plan year | 2025-07-25 | 290591 |
| Net assets as of the end of the plan year | 2025-07-25 | 3227961 |
| Net assets as of the beginning of the plan year | 2025-07-25 | 2937370 |
| Employer contributions to plan in this plan year | 2025-07-25 | 146458 |
| 2024 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-12 | 528345 |
| Net assets as of the end of the plan year | 2024-08-12 | 2937370 |
| Total assets as of the beginning of the plan year | 2024-08-12 | 2977596 |
| Value of plan covered by a fidelity bond | 2024-08-12 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-12 | 69220 |
| Value of participant loans at end of plan year | 2024-08-12 | 37807 |
| Other income to plan in this plan year | 2024-08-12 | 281184 |
| Plan net income in this plan year | 2024-08-12 | -40226 |
| Net assets as of the end of the plan year | 2024-08-12 | 2937370 |
| Net assets as of the beginning of the plan year | 2024-08-12 | 2977596 |
| Employer contributions to plan in this plan year | 2024-08-12 | 137715 |
| 2018 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $198,197 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $41,931 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $41,129 |
| Total plan assets at end of year | 2018-12-31 | $2,298,708 |
| Total plan assets at beginning of year | 2018-12-31 | $2,142,442 |
| Value of fidelity bond covering the plan | 2018-12-31 | $220,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $44,043 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $21,673 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $156,266 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,298,708 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,142,442 |
| Assets. Value of participant loans | 2018-12-31 | $23,284 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $132,481 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $802 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $266,072 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $30,157 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $29,862 |
| Total plan assets at end of year | 2017-12-31 | $2,142,442 |
| Total plan assets at beginning of year | 2017-12-31 | $1,906,527 |
| Value of fidelity bond covering the plan | 2017-12-31 | $220,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $28,170 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $117,032 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $235,915 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,142,442 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,906,527 |
| Assets. Value of participant loans | 2017-12-31 | $17,868 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $120,870 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $295 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $198,232 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $20,309 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $19,983 |
| Total plan assets at end of year | 2016-12-31 | $1,906,527 |
| Total plan assets at beginning of year | 2016-12-31 | $1,728,604 |
| Value of fidelity bond covering the plan | 2016-12-31 | $220,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $29,103 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $65,371 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $177,923 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,906,527 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,728,604 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $103,758 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $326 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $157,598 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $31,321 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $30,062 |
| Total plan assets at end of year | 2015-12-31 | $1,728,605 |
| Total plan assets at beginning of year | 2015-12-31 | $1,602,328 |
| Value of fidelity bond covering the plan | 2015-12-31 | $220,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $29,093 |
| Other income received | 2015-12-31 | $39,161 |
| Net income (gross income less expenses) | 2015-12-31 | $126,277 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,728,605 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,602,328 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $89,344 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,259 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $165,451 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $97,912 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $97,528 |
| Total plan assets at end of year | 2014-12-31 | $1,602,328 |
| Total plan assets at beginning of year | 2014-12-31 | $1,534,789 |
| Value of fidelity bond covering the plan | 2014-12-31 | $220,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $26,206 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $384 |
| Other income received | 2014-12-31 | $66,340 |
| Net income (gross income less expenses) | 2014-12-31 | $67,539 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,602,328 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,534,789 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $72,905 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $260,023 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $537,203 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $536,713 |
| Total plan assets at end of year | 2013-12-31 | $1,534,789 |
| Total plan assets at beginning of year | 2013-12-31 | $1,811,969 |
| Value of fidelity bond covering the plan | 2013-12-31 | $220,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $20,493 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $490 |
| Other income received | 2013-12-31 | $158,666 |
| Net income (gross income less expenses) | 2013-12-31 | $-277,180 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,534,789 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,811,969 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $80,864 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2012 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $244,213 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $26,468 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $25,868 |
| Total plan assets at end of year | 2012-12-31 | $1,811,969 |
| Total plan assets at beginning of year | 2012-12-31 | $1,594,224 |
| Value of fidelity bond covering the plan | 2012-12-31 | $220,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $36,096 |
| Other income received | 2012-12-31 | $111,895 |
| Net income (gross income less expenses) | 2012-12-31 | $217,745 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,811,969 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,594,224 |
| Assets. Value of participant loans | 2012-12-31 | $5,863 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $96,222 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $600 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $124,999 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $11,383 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $2,525 |
| Total plan assets at end of year | 2011-12-31 | $1,594,224 |
| Total plan assets at beginning of year | 2011-12-31 | $1,480,608 |
| Value of fidelity bond covering the plan | 2011-12-31 | $220,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $35,296 |
| Other income received | 2011-12-31 | $-2,530 |
| Net income (gross income less expenses) | 2011-12-31 | $113,616 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,594,224 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,480,608 |
| Assets. Value of participant loans | 2011-12-31 | $8,217 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $92,233 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $8,020 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $838 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $222,094 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $31,521 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $30,641 |
| Total plan assets at end of year | 2010-12-31 | $1,480,608 |
| Total plan assets at beginning of year | 2010-12-31 | $1,290,035 |
| Value of fidelity bond covering the plan | 2010-12-31 | $220,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $35,952 |
| Other income received | 2010-12-31 | $99,847 |
| Net income (gross income less expenses) | 2010-12-31 | $190,573 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,480,608 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,290,035 |
| Assets. Value of participant loans | 2010-12-31 | $18,142 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $86,295 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $880 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2018: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
