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SAN FRANCISCO ESTUARY INSTITUTE 403(B) DC PLAN 401k Plan overview

Plan NameSAN FRANCISCO ESTUARY INSTITUTE 403(B) DC PLAN
Plan identification number 001

SAN FRANCISCO ESTUARY INSTITUTE 403(B) DC 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

SAN FRANCISCO ESTUARY INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:SAN FRANCISCO ESTUARY INSTITUTE
Employer identification number (EIN):942951373
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about SAN FRANCISCO ESTUARY INSTITUTE

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1141169

More information about SAN FRANCISCO ESTUARY INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN FRANCISCO ESTUARY INSTITUTE 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JEN TRUDEAU2023-09-21 JEN TRUDEAU2023-09-21
0012021-01-01JANICE CHIU2022-07-19 JANICE CHIU2022-07-19
0012020-01-01JANICE CHIU2021-07-17
0012019-01-01LUIS LEON2020-07-31
0012018-01-01LUIS LEON2019-05-13
0012017-01-01FRANK LEUNG2018-07-09
0012016-01-01FRANK LEUNG2017-07-30
0012015-01-01FRANK LEUNG2016-03-24
0012014-01-01FRANK LEUNG2015-06-24 FRANK LEUNG2015-06-24
0012013-01-01FRANK LEUNG2014-07-03 FRANK LEUNG2014-07-03
0012012-01-01FRANK LEUNG2013-07-11
0012011-01-01FRANK LEUNG2012-07-31
0012010-01-01FRANK LEUNG2011-10-05

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