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403(B) THRIFT PLAN FOR CALIFORNIA PAN-ETHNIC HEALTH NETWORK 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR CALIFORNIA PAN-ETHNIC HEALTH NETWORK
Plan identification number 001

403(B) THRIFT PLAN FOR CALIFORNIA PAN-ETHNIC HEALTH NETWORK 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

CALIFORNIA PAN-ETHNIC HEALTH NETWORK has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA PAN-ETHNIC HEALTH NETWORK
Employer identification number (EIN):943306223
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 FOR CALIFORNIA PAN-ETHNIC HEALTH NETWORK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RACHEL KATZ2024-05-21 RACHEL KATZ2024-05-21
0012022-01-01RACHEL KATZ2023-05-25
0012021-01-01RACHEL KATZ2022-04-28 RACHEL KATZ2022-04-28
0012020-01-01RACHEL KATZ2021-07-07 RACHEL KATZ2021-07-07
0012018-01-01PAM FLOOD2019-06-07
0012017-01-01RACHEL KATZ2018-10-12 RACHEL KATZ2018-10-12
0012016-01-01PAM FLOOD2017-10-03 PAM FLOODA16127252017-10-03
0012013-01-01PAMELA FLOOD2014-10-07 PAMELA FLOOD2014-10-07
0012012-01-01ELLEN WU2013-10-14 ELLEN WU2013-10-14
0012011-01-01ELLEN WU2012-10-15 ELLEN WU2012-10-15
0012010-01-01ELLEN WU2011-10-17

Plan Statistics for 403(B) THRIFT PLAN FOR CALIFORNIA PAN-ETHNIC HEALTH NETWORK

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR CALIFORNIA PAN-ETHNIC HEALTH NETWORK

Measure Date Value
2025: 403(B) THRIFT PLAN FOR CALIFORNIA PAN-ETHNIC HEALTH NETWORK 2025 401k membership
Total number of particpants at beginning of year2025-04-2829
Total number of particpants at end of year2025-04-2835
Number of Participants With Account Balances2025-04-2833
2024: 403(B) THRIFT PLAN FOR CALIFORNIA PAN-ETHNIC HEALTH NETWORK 2024 401k membership
Total number of particpants at beginning of year2024-05-2131
Total number of particpants at end of year2024-05-2129
Number of Participants With Account Balances2024-05-2129
2022: 403(B) THRIFT PLAN FOR CALIFORNIA PAN-ETHNIC HEALTH NETWORK 2022 401k membership
Total number of particpants at beginning of year2022-04-2821
Total number of particpants at end of year2022-04-2824
Number of Participants With Account Balances2022-04-2824

Financial Data on 403(B) THRIFT PLAN FOR CALIFORNIA PAN-ETHNIC HEALTH NETWORK

Measure Date Value
2025 : 403(B) THRIFT PLAN FOR CALIFORNIA PAN-ETHNIC HEALTH NETWORK 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-04-280
Total expenses incurred by plan in this plan year2025-04-2893604
Net assets as of the end of the plan year2025-04-282175973
Total assets as of the beginning of the plan year2025-04-281673922
Value of plan covered by a fidelity bond2025-04-28125000
Participant contributions to plan in this plan year2025-04-28208288
Value of participant loans at end of plan year2025-04-2836112
Other contributions to plan in this plan year2025-04-289382
Other income to plan in this plan year2025-04-28219062
Plan net income in this plan year2025-04-28502051
Net assets as of the end of the plan year2025-04-282175973
Net assets as of the beginning of the plan year2025-04-281673922
Value of contributions failed to transmitted timely2025-04-288733
Employer contributions to plan in this plan year2025-04-28158923
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-2814225
2024 : 403(B) THRIFT PLAN FOR CALIFORNIA PAN-ETHNIC HEALTH NETWORK 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-05-210
Total expenses incurred by plan in this plan year2024-05-2176633
Net assets as of the end of the plan year2024-05-211673922
Total assets as of the beginning of the plan year2024-05-211228823
Value of plan covered by a fidelity bond2024-05-21125000
Participant contributions to plan in this plan year2024-05-21154804
Other income to plan in this plan year2024-05-21233465
Plan net income in this plan year2024-05-21445099
Net assets as of the end of the plan year2024-05-211673922
Net assets as of the beginning of the plan year2024-05-211228823
Employer contributions to plan in this plan year2024-05-21133463
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-2111864
2022 : 403(B) THRIFT PLAN FOR CALIFORNIA PAN-ETHNIC HEALTH NETWORK 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-04-280
Total expenses incurred by plan in this plan year2022-04-28100936
Net assets as of the end of the plan year2022-04-281162961
Total assets as of the beginning of the plan year2022-04-28973258
Value of plan covered by a fidelity bond2022-04-28125000
Participant contributions to plan in this plan year2022-04-28123091
Other income to plan in this plan year2022-04-2891124
Plan net income in this plan year2022-04-28189703
Net assets as of the end of the plan year2022-04-281162961
Net assets as of the beginning of the plan year2022-04-28973258
Employer contributions to plan in this plan year2022-04-2876424
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-2810982

Potentially related plans

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