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CALIFORNIA COUNCIL ON SCIENCE & TECHNOLOGY 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameCALIFORNIA COUNCIL ON SCIENCE & TECHNOLOGY 403(B) RETIREMENT PLAN
Plan identification number 001

CALIFORNIA COUNCIL ON SCIENCE & TECHNOLOGY 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

CALIFORNIA COUNCIL ON SCI & TECHNOLOGY has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA COUNCIL ON SCI & TECHNOLOGY
Employer identification number (EIN):943093624
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA COUNCIL ON SCIENCE & TECHNOLOGY 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LISA POON2024-07-29
0012022-01-01AMBER MACE2023-07-11
0012021-01-01AMBER MACE2022-09-19
0012020-01-01AMBER MACE2021-10-13

Financial Data on CALIFORNIA COUNCIL ON SCIENCE & TECHNOLOGY 403(B) RETIREMENT PLAN

Measure Date Value
2025 : CALIFORNIA COUNCIL ON SCIENCE & TECHNOLOGY 403(B) RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-284638
Net assets as of the end of the plan year2025-07-281091312
Total assets as of the beginning of the plan year2025-07-28773893
Value of plan covered by a fidelity bond2025-07-2850000
Participant contributions to plan in this plan year2025-07-28133325
Other income to plan in this plan year2025-07-28130431
Plan net income in this plan year2025-07-28317419
Net assets as of the end of the plan year2025-07-281091312
Net assets as of the beginning of the plan year2025-07-28773893
Employer contributions to plan in this plan year2025-07-2858301
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-28910
2024 : CALIFORNIA COUNCIL ON SCIENCE & TECHNOLOGY 403(B) RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-290
Total expenses incurred by plan in this plan year2024-07-2951891
Net assets as of the end of the plan year2024-07-29773893
Total assets as of the beginning of the plan year2024-07-29420829
Value of plan covered by a fidelity bond2024-07-2950000
Participant contributions to plan in this plan year2024-07-29190881
Other contributions to plan in this plan year2024-07-2930246
Other income to plan in this plan year2024-07-29108336
Plan net income in this plan year2024-07-29353064
Net assets as of the end of the plan year2024-07-29773893
Net assets as of the beginning of the plan year2024-07-29420829
Employer contributions to plan in this plan year2024-07-2975492
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-29787
2022 : CALIFORNIA COUNCIL ON SCIENCE & TECHNOLOGY 403(B) RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-19435
Net assets as of the end of the plan year2022-09-19293498
Total assets as of the beginning of the plan year2022-09-19135129
Value of plan covered by a fidelity bond2022-09-1950000
Participant contributions to plan in this plan year2022-09-1978864
Other income to plan in this plan year2022-09-1932133
Plan net income in this plan year2022-09-19158369
Net assets as of the end of the plan year2022-09-19293498
Net assets as of the beginning of the plan year2022-09-19135129
Employer contributions to plan in this plan year2022-09-1947807
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-19435

Potentially related plans

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