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403(B) THRIFT PLAN OF SENIORS COUNCIL OF SANTA CRUZ AND SAN BENITO COUN 401k Plan overview

Plan Name403(B) THRIFT PLAN OF SENIORS COUNCIL OF SANTA CRUZ AND SAN BENITO COUN
Plan identification number 001

403(B) THRIFT PLAN OF SENIORS COUNCIL OF SANTA CRUZ AND SAN BENITO COUN 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SENIORS COUNCIL OF SANTA CRUZ AND S AN BENITO COUNTIES has sponsored the creation of one or more 401k plans.

Company Name:SENIORS COUNCIL OF SANTA CRUZ AND S AN BENITO COUNTIES
Employer identification number (EIN):942662950
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SENIORS COUNCIL OF SANTA CRUZ AND SAN BENITO COUN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CATHLEEN COLVARD2024-07-26
0012022-01-01CATHLEEN COLVARD2023-07-19
0012021-01-01CATHLEEN COLVARD2022-03-09
0012020-01-01CATHLEEN COLVARD2021-03-16
0012019-01-01CATHLEEN COLVARD2020-10-06
0012018-01-01CATHLEEN COLVARD2019-09-30
0012017-01-01CATHLEEN COLVARD2018-10-10 CATHLEEN COLVARD2018-10-10
0012016-01-01CATHLEEN COLVARD2017-10-10 CATHLEEN COLVARD2017-10-10
0012015-01-01CATHLEEN COLVARD2016-10-17
0012014-01-01SHARY GREENE2015-07-23 SHARY GREENE2015-07-23
0012013-01-01SHARY GREENE, FISCAL OFFICER2014-10-14 CLAY KEMPF, ASSOCIATE DIRECTOR2014-10-14
0012012-01-01SHARY GREENE, FISCAL OFFICER2013-07-19 CLAY KEMPF, EXECUTIVE DIRECTOR2013-07-19
0012011-01-01CLAY KEMPF, EXECUTIVE DIRECTOR2012-06-12 CLAY KEMPF, EXECUTIVE DIRECTOR2012-06-12

Plan Statistics for 403(B) THRIFT PLAN OF SENIORS COUNCIL OF SANTA CRUZ AND SAN BENITO COUN

401k plan membership statisitcs for 403(B) THRIFT PLAN OF SENIORS COUNCIL OF SANTA CRUZ AND SAN BENITO COUN

Measure Date Value
2025: 403(B) THRIFT PLAN OF SENIORS COUNCIL OF SANTA CRUZ AND SAN BENITO COUN 2025 401k membership
Total number of particpants at beginning of year2025-08-0722
Total number of particpants at end of year2025-08-0723
Number of Participants With Account Balances2025-08-0721
2024: 403(B) THRIFT PLAN OF SENIORS COUNCIL OF SANTA CRUZ AND SAN BENITO COUN 2024 401k membership
Total number of particpants at beginning of year2024-07-2622
Total number of particpants at end of year2024-07-2622
Number of Participants With Account Balances2024-07-2622
2022: 403(B) THRIFT PLAN OF SENIORS COUNCIL OF SANTA CRUZ AND SAN BENITO COUN 2022 401k membership
Total number of particpants at beginning of year2022-03-0918
Total number of particpants at end of year2022-03-0919
Number of Participants With Account Balances2022-03-0919

Financial Data on 403(B) THRIFT PLAN OF SENIORS COUNCIL OF SANTA CRUZ AND SAN BENITO COUN

Measure Date Value
2025 : 403(B) THRIFT PLAN OF SENIORS COUNCIL OF SANTA CRUZ AND SAN BENITO COUN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-070
Total liabilities as of the end of the plan year2025-08-070
Total liabilities as of the beginning of the plan year2025-08-070
Total expenses incurred by plan in this plan year2025-08-0739570
Net assets as of the end of the plan year2025-08-07967926
Total assets as of the beginning of the plan year2025-08-07724588
Value of plan covered by a fidelity bond2025-08-071000000
Participant contributions to plan in this plan year2025-08-0795748
Other expenses paid from plan in this plan year2025-08-070
Other contributions to plan in this plan year2025-08-070
Other income to plan in this plan year2025-08-07138962
Plan net income in this plan year2025-08-07243338
Net assets as of the end of the plan year2025-08-07967926
Net assets as of the beginning of the plan year2025-08-07724588
Employer contributions to plan in this plan year2025-08-0748198
Fees paid to broker by Benefit Provider2025-08-07151
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-0787
2024 : 403(B) THRIFT PLAN OF SENIORS COUNCIL OF SANTA CRUZ AND SAN BENITO COUN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-260
Total liabilities as of the end of the plan year2024-07-260
Total liabilities as of the beginning of the plan year2024-07-260
Total expenses incurred by plan in this plan year2024-07-2624968
Net assets as of the end of the plan year2024-07-26724588
Total assets as of the beginning of the plan year2024-07-26513694
Value of plan covered by a fidelity bond2024-07-261000000
Participant contributions to plan in this plan year2024-07-2684985
Other expenses paid from plan in this plan year2024-07-260
Other contributions to plan in this plan year2024-07-260
Other income to plan in this plan year2024-07-26105528
Plan net income in this plan year2024-07-26210894
Net assets as of the end of the plan year2024-07-26724588
Net assets as of the beginning of the plan year2024-07-26513694
Employer contributions to plan in this plan year2024-07-2645349
Fees paid to broker by Benefit Provider2024-07-26181
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2656
2022 : 403(B) THRIFT PLAN OF SENIORS COUNCIL OF SANTA CRUZ AND SAN BENITO COUN 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-090
Total liabilities as of the end of the plan year2022-03-090
Total liabilities as of the beginning of the plan year2022-03-090
Total expenses incurred by plan in this plan year2022-03-09833
Net assets as of the end of the plan year2022-03-09520613
Total assets as of the beginning of the plan year2022-03-09382689
Value of plan covered by a fidelity bond2022-03-091000000
Participant contributions to plan in this plan year2022-03-0939256
Other expenses paid from plan in this plan year2022-03-09205
Other contributions to plan in this plan year2022-03-090
Other income to plan in this plan year2022-03-0961071
Plan net income in this plan year2022-03-09137924
Net assets as of the end of the plan year2022-03-09520613
Net assets as of the beginning of the plan year2022-03-09382689
Employer contributions to plan in this plan year2022-03-0938430
Fees paid to broker by Benefit Provider2022-03-09101

Potentially related plans

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