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TAX DEFERRED ANNUITY PLAN OF CALIFORNIA ADVOCATES FOR NURSING HOME REFORM 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF CALIFORNIA ADVOCATES FOR NURSING HOME REFORM
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF CALIFORNIA ADVOCATES FOR NURSING HOME REFORM Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

CALIFORNIA ADVOCATES FOR NURSING HO ME REFORM has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA ADVOCATES FOR NURSING HO ME REFORM
Employer identification number (EIN):942939542
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF CALIFORNIA ADVOCATES FOR NURSING HOME REFORM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAULINE MOSHER2024-08-27
0012022-01-01PAULINE MOSHER2023-07-21
0012021-01-01PAT MCGINNIS2022-06-13
0012020-01-01PAT MCGINNIS2021-08-06
0012019-01-01PAULINE MOSHER2020-07-30
0012018-01-01PAULINE MOSHER2019-07-31
0012017-01-01PATRICIA L. MCGINNIS2018-07-27 PATRICIA L. MCGINNIS2018-07-27
0012016-01-01PATRICIA L. MCGINNIS2017-07-12 PATRICIA L. MCGINNIS2017-07-12
0012015-01-01DOUGLAS P. BEHL2016-07-27 DOUGLAS P. BEHL2016-07-27
0012015-01-01PATRICIA L.MCGINNIS2016-06-27 PATRICIA L. MCGINNIS2016-06-27
0012014-01-01PATRICIA L. MCGINNIS2015-05-27 PATRICIA L. MCGINNIS2015-05-27
0012013-01-01PATRICIA L. MCGINNIS2014-07-01 PATRICIA L. MCGINNIS2014-07-01
0012012-01-01PATRICIA L. MCGINNIS2013-06-14 PATRICIA L. MCGINNIS2013-06-14
0012011-01-01PATRICIA L. MCGINNIS2012-07-16 PATRICIA L. MCGINNIS2012-07-16
0012010-01-01PATRICIA L. MCGINNIS2011-07-27 PATRICIA L. MCGINNIS2011-07-27

Financial Data on TAX DEFERRED ANNUITY PLAN OF CALIFORNIA ADVOCATES FOR NURSING HOME REFORM

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF CALIFORNIA ADVOCATES FOR NURSING HOME REFORM 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-260
Total liabilities as of the end of the plan year2025-08-260
Total liabilities as of the beginning of the plan year2025-08-260
Total expenses incurred by plan in this plan year2025-08-2637500
Net assets as of the end of the plan year2025-08-26742643
Total assets as of the beginning of the plan year2025-08-26675114
Value of plan covered by a fidelity bond2025-08-26500000
Participant contributions to plan in this plan year2025-08-2654541
Other expenses paid from plan in this plan year2025-08-260
Other contributions to plan in this plan year2025-08-260
Other income to plan in this plan year2025-08-2650488
Plan net income in this plan year2025-08-2667529
Net assets as of the end of the plan year2025-08-26742643
Net assets as of the beginning of the plan year2025-08-26675114
Employer contributions to plan in this plan year2025-08-260
Fees paid to broker by Benefit Provider2025-08-2661
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-2641
2024 : TAX DEFERRED ANNUITY PLAN OF CALIFORNIA ADVOCATES FOR NURSING HOME REFORM 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-270
Total liabilities as of the end of the plan year2024-08-270
Total liabilities as of the beginning of the plan year2024-08-270
Total expenses incurred by plan in this plan year2024-08-2733203
Net assets as of the end of the plan year2024-08-27675114
Total assets as of the beginning of the plan year2024-08-27603798
Value of plan covered by a fidelity bond2024-08-271000000
Participant contributions to plan in this plan year2024-08-2752817
Other expenses paid from plan in this plan year2024-08-270
Other contributions to plan in this plan year2024-08-270
Other income to plan in this plan year2024-08-2751702
Plan net income in this plan year2024-08-2771316
Net assets as of the end of the plan year2024-08-27675114
Net assets as of the beginning of the plan year2024-08-27603798
Employer contributions to plan in this plan year2024-08-270
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-270
2022 : TAX DEFERRED ANNUITY PLAN OF CALIFORNIA ADVOCATES FOR NURSING HOME REFORM 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-130
Total liabilities as of the end of the plan year2022-06-130
Total liabilities as of the beginning of the plan year2022-06-130
Total expenses incurred by plan in this plan year2022-06-13243182
Net assets as of the end of the plan year2022-06-131023827
Total assets as of the beginning of the plan year2022-06-131068348
Value of plan covered by a fidelity bond2022-06-13120000
Participant contributions to plan in this plan year2022-06-1361825
Other expenses paid from plan in this plan year2022-06-1388
Other contributions to plan in this plan year2022-06-1320728
Other income to plan in this plan year2022-06-13116108
Plan net income in this plan year2022-06-13-44521
Net assets as of the end of the plan year2022-06-131023827
Net assets as of the beginning of the plan year2022-06-131068348
Employer contributions to plan in this plan year2022-06-130
Fees paid to broker by Benefit Provider2022-06-13231

Potentially related plans

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