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Plan Name | THE CALTECH Y TAX DEFERRED ANNUITY PLAN 151183 |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | THE CALTECH Y |
Employer identification number (EIN): | 951684790 |
NAIC Classification: | 611000 |
Additional information about THE CALTECH Y
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | |
Company Identification Number: | C0225633 |
More information about THE CALTECH Y
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ATHENA CASTRO | 2023-07-07 | ATHENA CASTRO | 2023-07-07 |
002 | 2021-01-01 |
Measure | Date | Value |
---|---|---|
2021: THE CALTECH Y TAX DEFERRED ANNUITY PLAN 151183 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
Total of all active and inactive participants | 2021-01-01 | 3 |
Total participants | 2021-01-01 | 3 |
Number of participants with account balances | 2021-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2021 : THE CALTECH Y TAX DEFERRED ANNUITY PLAN 151183 2021 401k financial data | ||
Total income from all sources | 2021-12-31 | $183,231 |
Total plan assets at end of year | 2021-12-31 | $1,109,955 |
Total plan assets at beginning of year | 2021-12-31 | $926,724 |
Total contributions received or receivable from participants | 2021-12-31 | $38,688 |
Other income received | 2021-12-31 | $144,543 |
Net income (gross income less expenses) | 2021-12-31 | $183,231 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,109,955 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $926,724 |
2021: THE CALTECH Y TAX DEFERRED ANNUITY PLAN 151183 2021 form 5500 responses | ||
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) | |||||||||||||||||
Policy contract number | 151183 | ||||||||||||||||
Policy instance | 1 | ||||||||||||||||
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