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TAX DEFERRED ANNUITY PLAN OF NORTHERN CALIFORNIA GRANTMAKERS 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF NORTHERN CALIFORNIA GRANTMAKERS
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF NORTHERN CALIFORNIA GRANTMAKERS 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 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

NORTHERN CALIFORNIA GRANTMAKERS has sponsored the creation of one or more 401k plans.

Company Name:NORTHERN CALIFORNIA GRANTMAKERS
Employer identification number (EIN):942761355
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about NORTHERN CALIFORNIA GRANTMAKERS

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1021960

More information about NORTHERN CALIFORNIA GRANTMAKERS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF NORTHERN CALIFORNIA GRANTMAKERS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ALICE CABRERA BRYANT2024-07-29
0022022-01-01ALICE CABRERA BRYANT2023-09-27
0022021-01-01ALICE CABRERA BRYANT2022-07-26
0022020-01-01ALICE CABRERA BRYANT2021-07-09
0022019-01-01ALICE CABRERABRYANT2020-07-31
0022018-01-01ALICE CABRERABRYANT2019-06-24
0022017-01-01ALICE CABRERA BRYANT2018-06-29 ALICE CABRERA BRYANT2018-06-29
0022016-01-01MYRA BICKNELL2017-06-15 ELLEN LAPOINTE2017-06-15
0022015-01-01MYRA BICKNELL2016-06-27 ELLEN LAPOINTE2016-06-27
0022014-01-01MYRA BICKNELL2015-07-17 ELLEN LAPOINTE2015-07-17
0022013-01-01MYRA BICKNELL2014-08-14 MYRA BICKNELL2014-08-14
0022012-01-01COLIN LACON2013-10-07 COLIN LACON2013-10-07
0022011-01-01COLIN LACON2012-07-19 COLIN LACON2012-07-19
0022010-01-01COLIN P. LACON2011-07-15 COLIN P. LACON2011-07-15

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF NORTHERN CALIFORNIA GRANTMAKERS

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF NORTHERN CALIFORNIA GRANTMAKERS

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF NORTHERN CALIFORNIA GRANTMAKERS 2025 401k membership
Total number of particpants at beginning of year2025-10-1039
Total number of particpants at end of year2025-10-1040
Number of Participants With Account Balances2025-10-1038
2024: TAX DEFERRED ANNUITY PLAN OF NORTHERN CALIFORNIA GRANTMAKERS 2024 401k membership
Total number of particpants at beginning of year2024-07-2937
Total number of particpants at end of year2024-07-2938
Number of Participants With Account Balances2024-07-2935

Financial Data on TAX DEFERRED ANNUITY PLAN OF NORTHERN CALIFORNIA GRANTMAKERS

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF NORTHERN CALIFORNIA GRANTMAKERS 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-100
Total liabilities as of the end of the plan year2025-10-100
Total liabilities as of the beginning of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-1049032
Net assets as of the end of the plan year2025-10-104042952
Total assets as of the beginning of the plan year2025-10-103166260
Value of plan covered by a fidelity bond2025-10-10500000
Participant contributions to plan in this plan year2025-10-10212120
Other expenses paid from plan in this plan year2025-10-100
Other contributions to plan in this plan year2025-10-100
Other income to plan in this plan year2025-10-10447715
Plan net income in this plan year2025-10-10876692
Net assets as of the end of the plan year2025-10-104042952
Net assets as of the beginning of the plan year2025-10-103166260
Employer contributions to plan in this plan year2025-10-10265889
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-10158
2024 : TAX DEFERRED ANNUITY PLAN OF NORTHERN CALIFORNIA GRANTMAKERS 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-290
Total liabilities as of the end of the plan year2024-07-290
Total liabilities as of the beginning of the plan year2024-07-290
Total expenses incurred by plan in this plan year2024-07-29199474
Net assets as of the end of the plan year2024-07-293166260
Total assets as of the beginning of the plan year2024-07-292517893
Value of plan covered by a fidelity bond2024-07-29300000
Participant contributions to plan in this plan year2024-07-29201847
Other expenses paid from plan in this plan year2024-07-290
Other contributions to plan in this plan year2024-07-290
Other income to plan in this plan year2024-07-29422951
Plan net income in this plan year2024-07-29648367
Net assets as of the end of the plan year2024-07-293166260
Net assets as of the beginning of the plan year2024-07-292517893
Employer contributions to plan in this plan year2024-07-29223043
Fees paid to broker by Benefit Provider2024-07-29814
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2977

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