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MONTEREY PENINSULA FOUNDATION 403B RETIREMENT PLAN 401k Plan overview

Plan NameMONTEREY PENINSULA FOUNDATION 403B RETIREMENT PLAN
Plan identification number 001

MONTEREY PENINSULA FOUNDATION 403B RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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

MONTEREY PENINSULA FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:MONTEREY PENINSULA FOUNDATION
Employer identification number (EIN):942541783
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about MONTEREY PENINSULA FOUNDATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0878399

More information about MONTEREY PENINSULA FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTEREY PENINSULA FOUNDATION 403B RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEVE JOHN2023-11-17 STEVE JOHN2023-11-17
0012021-01-01JORDAN CUPPS2022-10-10 JORDAN CUPPS2022-10-10
0012020-01-01MORGAN FALOR2021-07-27
0012019-01-01MORGAN MATTHEWS2020-07-30
0012018-01-01MORGAN MATTHEWS2019-07-24
0012017-01-01MORGAN MATTHEWS2018-07-22
0012016-01-01MORGAN MATTHEWS2017-07-13
0012015-01-01CYNTHIA ZOLLER-SILVER2016-07-14
0012014-01-01CYNTHIA ZOLLER-SILVER2015-07-27
0012013-01-01CYNTHIA ZOLLER-SILVER2014-07-31
0012012-01-01CYNTHIA ZOLLER-SILVER2013-07-30
0012011-01-01CYNTHIA ZOLLER-SILVER2012-07-27
0012010-01-01CYNTHIA ZOLLER-SILVER2011-08-01
0012009-01-01CYNTHIA ZOLLER

Plan Statistics for MONTEREY PENINSULA FOUNDATION 403B RETIREMENT PLAN

401k plan membership statisitcs for MONTEREY PENINSULA FOUNDATION 403B RETIREMENT PLAN

Measure Date Value
2009: MONTEREY PENINSULA FOUNDATION 403B RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Total of all active and inactive participants2009-01-0111
Total participants2009-01-0111

Form 5500 Responses for MONTEREY PENINSULA FOUNDATION 403B RETIREMENT PLAN

2009: MONTEREY PENINSULA FOUNDATION 403B RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan

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