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TAX DEFERRED ANNUITY PLAN OF REBUILDING TOGETHER PENINSULA 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF REBUILDING TOGETHER PENINSULA
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF REBUILDING TOGETHER PENINSULA 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 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.
  • 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.

401k Sponsoring company profile

REBUILDING TOGETHER PENINSULA has sponsored the creation of one or more 401k plans.

Company Name:REBUILDING TOGETHER PENINSULA
Employer identification number (EIN):943106209
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about REBUILDING TOGETHER PENINSULA

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1650670

More information about REBUILDING TOGETHER PENINSULA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF REBUILDING TOGETHER PENINSULA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-03-01SHIRLEY HORNER2024-07-11
0012022-01-01JAN SAGER2023-09-15
0012021-01-01JAN SAGER2022-10-28
0012020-01-01JAN SAGER2021-08-16
0012019-01-01JAN SAGER2020-07-23
0012018-01-01JAN SAGER2019-07-29
0012017-01-01JAN SAGER2018-07-26 JAN SAGER2018-07-26
0012016-01-01JAN SAGER2017-07-13 JAN SAGER2017-07-13
0012015-01-01JAN SAGER2016-07-22 JAN SAGER2016-07-22
0012014-01-01JAN SAGER2015-07-23 JAN SAGER2015-07-23
0012013-01-01JAN SAGER2014-06-26 JAN SAGER2014-06-26
0012012-01-01JAN SAGER2013-07-22
0012011-01-01JAN SAGER2012-07-19 JAN SAGER2012-07-19
0012010-01-01JAN SAGER2011-07-28 JAN SAGER2011-07-28

Financial Data on TAX DEFERRED ANNUITY PLAN OF REBUILDING TOGETHER PENINSULA

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF REBUILDING TOGETHER PENINSULA 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1720347
Net assets as of the end of the plan year2025-07-17310622
Total assets as of the beginning of the plan year2025-07-17206255
Value of plan covered by a fidelity bond2025-07-1721000
Participant contributions to plan in this plan year2025-07-1767450
Value of participant loans at end of plan year2025-07-171977
Other income to plan in this plan year2025-07-1726196
Plan net income in this plan year2025-07-17104367
Net assets as of the end of the plan year2025-07-17310622
Net assets as of the beginning of the plan year2025-07-17206255
Employer contributions to plan in this plan year2025-07-1731068
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-17375
2024 : TAX DEFERRED ANNUITY PLAN OF REBUILDING TOGETHER PENINSULA 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-111386
Net assets as of the end of the plan year2024-07-11206255
Value of plan covered by a fidelity bond2024-07-111000
Participant contributions to plan in this plan year2024-07-1141789
Other contributions to plan in this plan year2024-07-11127981
Other income to plan in this plan year2024-07-1112920
Plan net income in this plan year2024-07-11206255
Net assets as of the end of the plan year2024-07-11206255
Net assets as of the beginning of the plan year2024-07-110
Employer contributions to plan in this plan year2024-07-1124951
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1155
2022 : TAX DEFERRED ANNUITY PLAN OF REBUILDING TOGETHER PENINSULA 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-280
Total liabilities as of the end of the plan year2022-10-280
Total liabilities as of the beginning of the plan year2022-10-280
Total expenses incurred by plan in this plan year2022-10-2892
Net assets as of the end of the plan year2022-10-28521709
Total assets as of the beginning of the plan year2022-10-28435498
Value of plan covered by a fidelity bond2022-10-2875000
Participant contributions to plan in this plan year2022-10-2827355
Other expenses paid from plan in this plan year2022-10-2892
Other contributions to plan in this plan year2022-10-280
Other income to plan in this plan year2022-10-2858948
Plan net income in this plan year2022-10-2886211
Net assets as of the end of the plan year2022-10-28521709
Net assets as of the beginning of the plan year2022-10-28435498
Employer contributions to plan in this plan year2022-10-280
Fees paid to broker by Benefit Provider2022-10-2858

Potentially related plans

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