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403(B) THRIFT PLAN OF CALIFORNIA HOSPICE AND PALLIATIVE CARE ASSOCIATION 401k Plan overview

Plan Name403(B) THRIFT PLAN OF CALIFORNIA HOSPICE AND PALLIATIVE CARE ASSOCIATION
Plan identification number 001

403(B) THRIFT PLAN OF CALIFORNIA HOSPICE AND PALLIATIVE CARE ASSOCIATION 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.
  • 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 HOSPICE AND PALLIATIVE CARE ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA HOSPICE AND PALLIATIVE CARE ASSOCIATION
Employer identification number (EIN):942900226
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 CALIFORNIA HOSPICE AND PALLIATIVE CARE ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHEILA CLARK2024-06-28
0012022-01-01SHEILA CLARK2023-06-20
0012021-01-01SHEILA CLARK2022-07-21
0012020-01-01SHEILA CLARK2021-07-06
0012019-01-01RACHEL SMITH2020-06-30
0012018-01-01RACHEL SMITH2019-07-31
0012017-01-01LAURA BLICKLE2018-04-19 SUSAN BLICKLE2018-04-19
0012016-01-01LAURA BLICKLE2017-05-10 SUSAN NEGREEN2017-05-10
0012015-01-01LAURA BLICKLE2016-06-22 SUSAN NEGREEN2016-06-22
0012013-01-01SUSAN NEGREEN2014-03-19 SUSAN NEGREEN2014-03-19
0012012-01-01SUSAN NEGREEN2013-07-15
0012011-01-01SUSAN NEGREEN2012-07-16 SUSAN NEGREEN2012-07-16
0012010-01-01SUSAN NEGREEN2011-07-06 SUSAN NEGREEN2011-07-06

Plan Statistics for 403(B) THRIFT PLAN OF CALIFORNIA HOSPICE AND PALLIATIVE CARE ASSOCIATION

401k plan membership statisitcs for 403(B) THRIFT PLAN OF CALIFORNIA HOSPICE AND PALLIATIVE CARE ASSOCIATION

Measure Date Value
2025: 403(B) THRIFT PLAN OF CALIFORNIA HOSPICE AND PALLIATIVE CARE ASSOCIATION 2025 401k membership
Total number of particpants at beginning of year2025-06-254
Total number of particpants at end of year2025-06-254
Number of Participants With Account Balances2025-06-254
2024: 403(B) THRIFT PLAN OF CALIFORNIA HOSPICE AND PALLIATIVE CARE ASSOCIATION 2024 401k membership
Total number of particpants at beginning of year2024-06-284
Total number of particpants at end of year2024-06-284
Number of Participants With Account Balances2024-06-284

Financial Data on 403(B) THRIFT PLAN OF CALIFORNIA HOSPICE AND PALLIATIVE CARE ASSOCIATION

Measure Date Value
2025 : 403(B) THRIFT PLAN OF CALIFORNIA HOSPICE AND PALLIATIVE CARE ASSOCIATION 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-250
Total liabilities as of the end of the plan year2025-06-250
Total liabilities as of the beginning of the plan year2025-06-250
Total expenses incurred by plan in this plan year2025-06-2518
Net assets as of the end of the plan year2025-06-25143281
Total assets as of the beginning of the plan year2025-06-25107114
Value of plan covered by a fidelity bond2025-06-2525000
Participant contributions to plan in this plan year2025-06-2519332
Value of participant loans at end of plan year2025-06-252785
Other expenses paid from plan in this plan year2025-06-250
Other contributions to plan in this plan year2025-06-250
Other income to plan in this plan year2025-06-2511723
Plan net income in this plan year2025-06-2536167
Net assets as of the end of the plan year2025-06-25143281
Net assets as of the beginning of the plan year2025-06-25107114
Employer contributions to plan in this plan year2025-06-255130
Fees paid to broker by Benefit Provider2025-06-2525
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-2518
2024 : 403(B) THRIFT PLAN OF CALIFORNIA HOSPICE AND PALLIATIVE CARE ASSOCIATION 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-280
Total liabilities as of the end of the plan year2024-06-280
Total liabilities as of the beginning of the plan year2024-06-280
Total expenses incurred by plan in this plan year2024-06-280
Net assets as of the end of the plan year2024-06-28107114
Total assets as of the beginning of the plan year2024-06-2874007
Value of plan covered by a fidelity bond2024-06-2825000
Participant contributions to plan in this plan year2024-06-2816924
Other expenses paid from plan in this plan year2024-06-280
Other contributions to plan in this plan year2024-06-280
Other income to plan in this plan year2024-06-2811363
Plan net income in this plan year2024-06-2833107
Net assets as of the end of the plan year2024-06-28107114
Net assets as of the beginning of the plan year2024-06-2874007
Employer contributions to plan in this plan year2024-06-284820
Fees paid to broker by Benefit Provider2024-06-2812
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-280

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