401k Plan data: TRAVELERS AID SOCIETY OF SAN DIEGO 401 A PROFIT SHARING PLAN plan

TRAVELERS AID SOCIETY OF SAN DIEGO 401 A PROFIT SHARING PLAN 401k Plan overview

Plan Name	TRAVELERS AID SOCIETY OF SAN DIEGO 401 A PROFIT SHARING PLAN
Plan identification number	003

TRAVELERS AID SOCIETY OF SAN DIEGO 401 A PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

TRAVELERS AID SOCIETY OF SAN DIEGO, INC. has sponsored the creation of one or more 401k plans.

Company Name: TRAVELERS AID SOCIETY OF SAN DIEGO, INC.

Employer identification number (EIN): 951727674

NAIC Classification: 624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRAVELERS AID SOCIETY OF SAN DIEGO 401 A PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-07-01 MARCY ROKE 2024-02-01 MARCY ROKE 2024-02-01
003 2021-07-01 MARCY ROKE 2023-03-27 MARCY ROKE 2023-03-27
003 2020-07-01 MARCY ROKE 2022-01-28
003 2019-07-01 MARCY ROKE 2021-01-27
003 2018-07-01 KATHLEEN BALDWIN 2020-01-08 KATHLEEN BALDWIN 2020-01-08
003 2017-07-01 KATHLEEN BALDWIN 2018-12-27
003 2016-07-01 KATHLEEN BALDWIN 2017-11-02 KATHLEEN BALDWIN 2017-11-02
003 2015-07-01 KATHLEEN BALDWIN 2016-11-07 KATHLEEN BALDWIN 2016-11-07
003 2015-01-01 KATHLEEN BALDWIN 2016-06-29 KATHLEEN BALDWIN 2016-06-29
003 2014-07-01 KATHLEEN BALDWIN 2015-11-30 KATHLEEN BALDWIN 2015-11-30
003 2014-07-01 KATHLEEN BALDWIN 2015-08-05 KATHLEEN BALDWIN 2015-08-05
003 2014-07-01 KATHLEEN BALDWIN 2015-08-06 KATHLEEN BALDWIN 2015-08-06
003 2014-01-01 KATHLEEN BALDWIN 2015-08-05 KATHLEEN BALDWIN 2015-08-05
003 2013-07-01 KATHLEEN BALDWIN 2015-08-06 KATHLEEN BALDWIN 2015-08-06
003 2012-07-01 KATHLEEN BALDWIN 2013-10-31
003 2012-01-01 KATHLEEN BALDWIN 2013-04-22
003 2011-07-01 KATHLEEN BALDWIN 2012-11-02
003 2010-07-01 KATHLEEN BALDWIN 2011-09-20
003 2008-07-01 KATHLEEN BALDWIN
003 2007-07-01 KATHLEEN BALDWIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-07-01	MARCY ROKE	2024-02-01	MARCY ROKE	2024-02-01
003	2021-07-01	MARCY ROKE	2023-03-27	MARCY ROKE	2023-03-27
003	2020-07-01	MARCY ROKE	2022-01-28
003	2019-07-01	MARCY ROKE	2021-01-27
003	2018-07-01	KATHLEEN BALDWIN	2020-01-08	KATHLEEN BALDWIN	2020-01-08
003	2017-07-01	KATHLEEN BALDWIN	2018-12-27
003	2016-07-01	KATHLEEN BALDWIN	2017-11-02	KATHLEEN BALDWIN	2017-11-02
003	2015-07-01	KATHLEEN BALDWIN	2016-11-07	KATHLEEN BALDWIN	2016-11-07
003	2015-01-01	KATHLEEN BALDWIN	2016-06-29	KATHLEEN BALDWIN	2016-06-29
003	2014-07-01	KATHLEEN BALDWIN	2015-11-30	KATHLEEN BALDWIN	2015-11-30
003	2014-07-01	KATHLEEN BALDWIN	2015-08-05	KATHLEEN BALDWIN	2015-08-05
003	2014-07-01	KATHLEEN BALDWIN	2015-08-06	KATHLEEN BALDWIN	2015-08-06
003	2014-01-01	KATHLEEN BALDWIN	2015-08-05	KATHLEEN BALDWIN	2015-08-05
003	2013-07-01	KATHLEEN BALDWIN	2015-08-06	KATHLEEN BALDWIN	2015-08-06
003	2012-07-01	KATHLEEN BALDWIN	2013-10-31
003	2012-01-01	KATHLEEN BALDWIN	2013-04-22
003	2011-07-01	KATHLEEN BALDWIN	2012-11-02
003	2010-07-01	KATHLEEN BALDWIN	2011-09-20
003	2008-07-01	KATHLEEN BALDWIN
003	2007-07-01	KATHLEEN BALDWIN

Financial Data on TRAVELERS AID SOCIETY OF SAN DIEGO 401 A PROFIT SHARING PLAN

Measure	Date	Value
2025 : TRAVELERS AID SOCIETY OF SAN DIEGO 401 A PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-02-10	26
Net assets as of the end of the plan year	2025-02-10	14529
Total assets as of the beginning of the plan year	2025-02-10	14239
Value of plan covered by a fidelity bond	2025-02-10	5000
Other income to plan in this plan year	2025-02-10	316
Plan net income in this plan year	2025-02-10	290
Net assets as of the end of the plan year	2025-02-10	14529
Net assets as of the beginning of the plan year	2025-02-10	14239
2023 : TRAVELERS AID SOCIETY OF SAN DIEGO 401 A PROFIT SHARING PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year	2023-03-27	24
Net assets as of the end of the plan year	2023-03-27	14132
Total assets as of the beginning of the plan year	2023-03-27	14068
Value of plan covered by a fidelity bond	2023-03-27	5000
Value of participant loans at end of plan year	2023-03-27	3213
Other income to plan in this plan year	2023-03-27	88
Plan net income in this plan year	2023-03-27	64
Net assets as of the end of the plan year	2023-03-27	14132
Net assets as of the beginning of the plan year	2023-03-27	14068

Form 5500 Responses for TRAVELERS AID SOCIETY OF SAN DIEGO 401 A PROFIT SHARING PLAN

2008: TRAVELERS AID SOCIETY OF SAN DIEGO 401 A PROFIT SHARING PLAN 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	Submission has been amended	No
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No
2008-07-01	Plan funding arrangement – Insurance	Yes
2008-07-01	Plan funding arrangement – Trust	Yes
2008-07-01	Plan benefit arrangement – Insurance	Yes
2008-07-01	Plan benefit arrangement - Trust	Yes
2007: TRAVELERS AID SOCIETY OF SAN DIEGO 401 A PROFIT SHARING PLAN 2007 form 5500 responses
2007-07-01	Type of plan entity	Single employer plan
2007-07-01	Submission has been amended	No
2007-07-01	This submission is the final filing	No
2007-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-07-01	Plan is a collectively bargained plan	No
2007-07-01	Plan funding arrangement – Insurance	Yes
2007-07-01	Plan funding arrangement – Trust	Yes
2007-07-01	Plan benefit arrangement – Insurance	Yes
2007-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TRAVELERS AID SOCIETY OF SAN DIEGO, INC.
Employer identification number (EIN):	951727674
NAIC Classification:	624200