401k Plan data: CALIFORNIA COUNCIL FOR ENVIRONMENTAL AND ECONOMIC BALANCE 401(K) RETIREMENT PLAN plan

CALIFORNIA COUNCIL FOR ENVIRONMENTAL AND ECONOMIC BALANCE 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	CALIFORNIA COUNCIL FOR ENVIRONMENTAL AND ECONOMIC BALANCE 401(K) RETIREMENT PLAN
Plan identification number	003

CALIFORNIA COUNCIL FOR ENVIRONMENTAL AND ECONOMIC BALANCE 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
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 COUNCIL FOR ENVIRONMENTAL AND ECONOMIC BALANCE has sponsored the creation of one or more 401k plans.

Company Name: CALIFORNIA COUNCIL FOR ENVIRONMENTAL AND ECONOMIC BALANCE

Employer identification number (EIN): 942210145

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about CALIFORNIA COUNCIL FOR ENVIRONMENTAL AND ECONOMIC BALANCE

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0684743

More information about CALIFORNIA COUNCIL FOR ENVIRONMENTAL AND ECONOMIC BALANCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA COUNCIL FOR ENVIRONMENTAL AND ECONOMIC BALANCE 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01 GERALD SECUNDY 2016-08-17
003 2014-01-01 GERALD SECUNDY 2016-08-17
003 2014-01-01 GERALD SECUNDY 2015-05-21
003 2013-01-01 GERALD SECUNDY 2014-05-05
003 2012-01-01 GERALD SECUNDY 2013-06-18
003 2011-01-01 GERALD SECUNDY 2012-04-10
003 2010-01-01 GERALD SECUNDY 2011-06-02

Financial Data on CALIFORNIA COUNCIL FOR ENVIRONMENTAL AND ECONOMIC BALANCE 401(K) RETIREMENT PLAN

Measure	Date	Value
2025 : CALIFORNIA COUNCIL FOR ENVIRONMENTAL AND ECONOMIC BALANCE 401(K) RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-21	0
Total liabilities as of the end of the plan year	2025-07-21	0
Total liabilities as of the beginning of the plan year	2025-07-21	0
Total expenses incurred by plan in this plan year	2025-07-21	229882
Net assets as of the end of the plan year	2025-07-21	2109917
Total assets as of the beginning of the plan year	2025-07-21	1943862
Value of plan covered by a fidelity bond	2025-07-21	500000
Participant contributions to plan in this plan year	2025-07-21	76870
Other expenses paid from plan in this plan year	2025-07-21	0
Other contributions to plan in this plan year	2025-07-21	0
Other income to plan in this plan year	2025-07-21	240757
Plan net income in this plan year	2025-07-21	166055
Net assets as of the end of the plan year	2025-07-21	2109917
Net assets as of the beginning of the plan year	2025-07-21	1943862
Value of contributions failed to transmitted timely	2025-07-21	4647
Employer contributions to plan in this plan year	2025-07-21	78310
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-21	256
2024 : CALIFORNIA COUNCIL FOR ENVIRONMENTAL AND ECONOMIC BALANCE 401(K) RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-06-29	0
Total liabilities as of the end of the plan year	2024-06-29	0
Total liabilities as of the beginning of the plan year	2024-06-29	0
Total expenses incurred by plan in this plan year	2024-06-29	52755
Net assets as of the end of the plan year	2024-06-29	1943862
Total assets as of the beginning of the plan year	2024-06-29	1640601
Value of plan covered by a fidelity bond	2024-06-29	500000
Participant contributions to plan in this plan year	2024-06-29	64310
Value of participant loans at end of plan year	2024-06-29	0
Other expenses paid from plan in this plan year	2024-06-29	0
Other contributions to plan in this plan year	2024-06-29	0
Other income to plan in this plan year	2024-06-29	239746
Plan net income in this plan year	2024-06-29	303261
Net assets as of the end of the plan year	2024-06-29	1943862
Net assets as of the beginning of the plan year	2024-06-29	1640601
Employer contributions to plan in this plan year	2024-06-29	51960
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-29	370

Potentially related plans

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Company Name:	CALIFORNIA COUNCIL FOR ENVIRONMENTAL AND ECONOMIC BALANCE
Employer identification number (EIN):	942210145
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0684743

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01	GERALD SECUNDY	2016-08-17
003	2014-01-01	GERALD SECUNDY	2016-08-17
003	2014-01-01	GERALD SECUNDY	2015-05-21
003	2013-01-01	GERALD SECUNDY	2014-05-05
003	2012-01-01	GERALD SECUNDY	2013-06-18
003	2011-01-01	GERALD SECUNDY	2012-04-10
003	2010-01-01	GERALD SECUNDY	2011-06-02