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Plan Name | RETIREMENT PLAN FOR EMPLOYEES OF SAN DIEGO CONVENTION & VISITORS BUREAU |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | SAN DIEGO TOURISM AUTHORITY |
Employer identification number (EIN): | 951812810 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about SAN DIEGO TOURISM AUTHORITY
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 2016-07-14 |
Company Identification Number: | 604016351 |
Legal Registered Office Address: |
17 NE 5TH ST UNIT 2 BATTLE GROUND United States of America (USA) 986048537 |
More information about SAN DIEGO TOURISM AUTHORITY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-07-01 | ALTHEA SALAS | 2023-04-10 | ||
001 | 2020-07-01 | ALTHEA SALAS | 2022-03-14 | ||
001 | 2019-07-01 | ALTHEA SALAS | 2021-03-23 | ||
001 | 2018-07-01 | ALTHEA SALAS | 2020-04-06 | ||
001 | 2017-07-01 | ALTHEA SALAS | 2019-04-08 | ||
001 | 2016-07-01 | ALTHEA SALAS | 2018-03-15 | ||
001 | 2015-07-01 | ALTHEA SALAS | 2017-01-04 | ||
001 | 2014-07-01 | ALTHEA SALAS | 2016-04-07 | ||
001 | 2013-07-01 | ALTHEA SALAS | 2015-04-15 | ||
001 | 2012-07-01 | MATTHEW PATRICK O-FLAHERTY | 2014-04-15 | MATTHEW PATRICK O-FLAHERTY | 2014-04-15 |
001 | 2011-07-01 | MATTHEW PATRICK O-FLAHERTY | 2013-03-28 | ||
001 | 2010-07-01 | JOHN CLEMENTS | 2012-04-19 |
Measure | Date | Value |
---|---|---|
2022: RETIREMENT PLAN FOR EMPLOYEES OF SAN DIEGO CONVENTION & VISITORS BUREAU 2022 401k membership | ||
Market value of plan assets | 2022-06-30 | 5,908,748 |
Acturial value of plan assets | 2022-06-30 | 5,908,748 |
Funding target for retired participants and beneficiaries receiving payment | 2022-06-30 | 1,916,906 |
Number of terminated vested participants | 2022-06-30 | 22 |
Fundng target for terminated vested participants | 2022-06-30 | 2,008,593 |
Active participant vested funding target | 2022-06-30 | 628,539 |
Number of active participants | 2022-06-30 | 6 |
Total funding liabilities for active participants | 2022-06-30 | 628,539 |
Total participant count | 2022-06-30 | 41 |
Total funding target for all participants | 2022-06-30 | 4,554,038 |
Balance at beginning of prior year after applicable adjustments | 2022-06-30 | 1,003,371 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-06-30 | 1,114,586 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-06-30 | 0 |
Amount remaining of carryover balance | 2022-06-30 | 1,003,371 |
Amount remaining of prefunding balance | 2022-06-30 | 1,114,586 |
Present value of excess contributions | 2022-06-30 | 9,265 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-06-30 | 9,748 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-06-30 | 0 |
Balance of carryovers at beginning of current year | 2022-06-30 | 1,242,675 |
Balance of prefunding at beginning of current year | 2022-06-30 | 1,380,415 |
Total employer contributions | 2022-06-30 | 78,500 |
Total employee contributions | 2022-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-06-30 | 75,326 |
Liquidity shortfalls end of Q1 | 2022-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2022-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2022-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2022-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2022-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-06-30 | 74,000 |
Net shortfall amortization installment of oustanding balance | 2022-06-30 | 0 |
Waiver amortization installment | 2022-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-06-30 | 74,000 |
Carryover balance elected to use to offset funding requirement | 2022-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-06-30 | 0 |
Additional cash requirement | 2022-06-30 | 74,000 |
Contributions allocatedtoward minimum required contributions for current year | 2022-06-30 | 75,326 |
Unpaid minimum required contributions for current year | 2022-06-30 | 0 |
Unpaid minimum required contributions for all years | 2022-06-30 | 0 |
2021: RETIREMENT PLAN FOR EMPLOYEES OF SAN DIEGO CONVENTION & VISITORS BUREAU 2021 401k membership | ||
Market value of plan assets | 2021-06-30 | 4,975,335 |
Acturial value of plan assets | 2021-06-30 | 4,975,335 |
Funding target for retired participants and beneficiaries receiving payment | 2021-06-30 | 1,850,805 |
Number of terminated vested participants | 2021-06-30 | 22 |
Fundng target for terminated vested participants | 2021-06-30 | 1,922,042 |
Active participant vested funding target | 2021-06-30 | 737,420 |
Number of active participants | 2021-06-30 | 7 |
Total funding liabilities for active participants | 2021-06-30 | 737,420 |
Total participant count | 2021-06-30 | 41 |
Total funding target for all participants | 2021-06-30 | 4,510,267 |
Balance at beginning of prior year after applicable adjustments | 2021-06-30 | 986,211 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-06-30 | 1,095,524 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-06-30 | 0 |
Amount remaining of carryover balance | 2021-06-30 | 986,211 |
Amount remaining of prefunding balance | 2021-06-30 | 1,095,524 |
Present value of excess contributions | 2021-06-30 | 322 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-06-30 | 340 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-06-30 | 0 |
Balance of carryovers at beginning of current year | 2021-06-30 | 1,003,371 |
Balance of prefunding at beginning of current year | 2021-06-30 | 1,114,586 |
Total employer contributions | 2021-06-30 | 66,375 |
Total employee contributions | 2021-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-06-30 | 64,265 |
Liquidity shortfalls end of Q1 | 2021-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2021-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2021-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2021-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-06-30 | 55,000 |
Net shortfall amortization installment of oustanding balance | 2021-06-30 | 0 |
Waiver amortization installment | 2021-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-06-30 | 55,000 |
Carryover balance elected to use to offset funding requirement | 2021-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-06-30 | 0 |
Additional cash requirement | 2021-06-30 | 55,000 |
Contributions allocatedtoward minimum required contributions for current year | 2021-06-30 | 64,265 |
Unpaid minimum required contributions for current year | 2021-06-30 | 0 |
Unpaid minimum required contributions for all years | 2021-06-30 | 0 |
2020: RETIREMENT PLAN FOR EMPLOYEES OF SAN DIEGO CONVENTION & VISITORS BUREAU 2020 401k membership | ||
Market value of plan assets | 2020-06-30 | 5,787,713 |
Acturial value of plan assets | 2020-06-30 | 5,787,713 |
Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 1,834,809 |
Number of terminated vested participants | 2020-06-30 | 26 |
Fundng target for terminated vested participants | 2020-06-30 | 2,435,691 |
Active participant vested funding target | 2020-06-30 | 675,501 |
Number of active participants | 2020-06-30 | 7 |
Total funding liabilities for active participants | 2020-06-30 | 675,501 |
Total participant count | 2020-06-30 | 44 |
Total funding target for all participants | 2020-06-30 | 4,946,001 |
Balance at beginning of prior year after applicable adjustments | 2020-06-30 | 944,918 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-06-30 | 763,523 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-06-30 | 0 |
Amount remaining of carryover balance | 2020-06-30 | 944,918 |
Amount remaining of prefunding balance | 2020-06-30 | 763,523 |
Present value of excess contributions | 2020-06-30 | 282,477 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 298,635 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-06-30 | 298,635 |
Reductions in caryover balances due to elections or deemed elections | 2020-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-06-30 | 0 |
Balance of carryovers at beginning of current year | 2020-06-30 | 986,211 |
Balance of prefunding at beginning of current year | 2020-06-30 | 1,095,524 |
Total employer contributions | 2020-06-30 | 75,500 |
Total employee contributions | 2020-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-06-30 | 72,322 |
Liquidity shortfalls end of Q1 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2020-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-06-30 | 72,000 |
Net shortfall amortization installment of oustanding balance | 2020-06-30 | 0 |
Waiver amortization installment | 2020-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-06-30 | 72,000 |
Carryover balance elected to use to offset funding requirement | 2020-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-06-30 | 0 |
Additional cash requirement | 2020-06-30 | 72,000 |
Contributions allocatedtoward minimum required contributions for current year | 2020-06-30 | 72,322 |
Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
Unpaid minimum required contributions for all years | 2020-06-30 | 0 |
2019: RETIREMENT PLAN FOR EMPLOYEES OF SAN DIEGO CONVENTION & VISITORS BUREAU 2019 401k membership | ||
Market value of plan assets | 2019-06-30 | 5,842,791 |
Acturial value of plan assets | 2019-06-30 | 5,842,791 |
Funding target for retired participants and beneficiaries receiving payment | 2019-06-30 | 1,880,139 |
Number of terminated vested participants | 2019-06-30 | 29 |
Fundng target for terminated vested participants | 2019-06-30 | 2,612,425 |
Active participant vested funding target | 2019-06-30 | 618,134 |
Number of active participants | 2019-06-30 | 7 |
Total funding liabilities for active participants | 2019-06-30 | 618,134 |
Total participant count | 2019-06-30 | 47 |
Total funding target for all participants | 2019-06-30 | 5,110,698 |
Balance at beginning of prior year after applicable adjustments | 2019-06-30 | 887,330 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-06-30 | 451,739 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-06-30 | 0 |
Amount remaining of carryover balance | 2019-06-30 | 887,330 |
Amount remaining of prefunding balance | 2019-06-30 | 451,739 |
Present value of excess contributions | 2019-06-30 | 266,679 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-06-30 | 282,466 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-06-30 | 282,466 |
Reductions in prefunding balances due to elections or deemed elections | 2019-06-30 | 0 |
Balance of carryovers at beginning of current year | 2019-06-30 | 944,918 |
Balance of prefunding at beginning of current year | 2019-06-30 | 763,523 |
Total employer contributions | 2019-06-30 | 364,000 |
Total employee contributions | 2019-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-06-30 | 343,477 |
Liquidity shortfalls end of Q1 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2019-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-06-30 | 61,000 |
Net shortfall amortization installment of oustanding balance | 2019-06-30 | 0 |
Waiver amortization installment | 2019-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-06-30 | 61,000 |
Carryover balance elected to use to offset funding requirement | 2019-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-06-30 | 0 |
Additional cash requirement | 2019-06-30 | 61,000 |
Contributions allocatedtoward minimum required contributions for current year | 2019-06-30 | 343,477 |
Unpaid minimum required contributions for current year | 2019-06-30 | 0 |
Unpaid minimum required contributions for all years | 2019-06-30 | 0 |
2018: RETIREMENT PLAN FOR EMPLOYEES OF SAN DIEGO CONVENTION & VISITORS BUREAU 2018 401k membership | ||
Market value of plan assets | 2018-06-30 | 5,814,644 |
Acturial value of plan assets | 2018-06-30 | 5,814,644 |
Funding target for retired participants and beneficiaries receiving payment | 2018-06-30 | 1,777,914 |
Number of terminated vested participants | 2018-06-30 | 32 |
Fundng target for terminated vested participants | 2018-06-30 | 2,406,721 |
Active participant vested funding target | 2018-06-30 | 793,390 |
Number of active participants | 2018-06-30 | 8 |
Total funding liabilities for active participants | 2018-06-30 | 793,390 |
Total participant count | 2018-06-30 | 50 |
Total funding target for all participants | 2018-06-30 | 4,978,025 |
Balance at beginning of prior year after applicable adjustments | 2018-06-30 | 803,959 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-06-30 | 94,654 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-06-30 | 0 |
Amount remaining of carryover balance | 2018-06-30 | 803,959 |
Amount remaining of prefunding balance | 2018-06-30 | 94,654 |
Present value of excess contributions | 2018-06-30 | 327,211 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-06-30 | 347,269 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-06-30 | 347,269 |
Balance of carryovers at beginning of current year | 2018-06-30 | 887,330 |
Balance of prefunding at beginning of current year | 2018-06-30 | 451,739 |
Total employer contributions | 2018-06-30 | 356,550 |
Total employee contributions | 2018-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-06-30 | 335,679 |
Liquidity shortfalls end of Q1 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2018-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2018-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-06-30 | 69,000 |
Net shortfall amortization installment of oustanding balance | 2018-06-30 | 0 |
Waiver amortization installment | 2018-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-06-30 | 69,000 |
Additional cash requirement | 2018-06-30 | 69,000 |
Contributions allocatedtoward minimum required contributions for current year | 2018-06-30 | 335,679 |
Unpaid minimum required contributions for current year | 2018-06-30 | 0 |
Unpaid minimum required contributions for all years | 2018-06-30 | 0 |
2017: RETIREMENT PLAN FOR EMPLOYEES OF SAN DIEGO CONVENTION & VISITORS BUREAU 2017 401k membership | ||
Market value of plan assets | 2017-06-30 | 5,066,323 |
Acturial value of plan assets | 2017-06-30 | 5,066,323 |
Funding target for retired participants and beneficiaries receiving payment | 2017-06-30 | 1,788,767 |
Number of terminated vested participants | 2017-06-30 | 33 |
Fundng target for terminated vested participants | 2017-06-30 | 2,194,261 |
Active participant vested funding target | 2017-06-30 | 743,516 |
Number of active participants | 2017-06-30 | 8 |
Total funding liabilities for active participants | 2017-06-30 | 743,516 |
Total participant count | 2017-06-30 | 51 |
Total funding target for all participants | 2017-06-30 | 4,726,544 |
Balance at beginning of prior year after applicable adjustments | 2017-06-30 | 805,409 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-06-30 | 93,693 |
Amount remaining of carryover balance | 2017-06-30 | 805,409 |
Amount remaining of prefunding balance | 2017-06-30 | 93,693 |
Present value of excess contributions | 2017-06-30 | 1,575 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-30 | 1,675 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-06-30 | 1,130 |
Balance of carryovers at beginning of current year | 2017-06-30 | 803,959 |
Balance of prefunding at beginning of current year | 2017-06-30 | 94,654 |
Total employer contributions | 2017-06-30 | 478,950 |
Total employee contributions | 2017-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-30 | 452,950 |
Liquidity shortfalls end of Q1 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2017-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2017-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-06-30 | 68,000 |
Net shortfall amortization installment of oustanding balance | 2017-06-30 | 0 |
Waiver amortization installment | 2017-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-06-30 | 125,739 |
Additional cash requirement | 2017-06-30 | 125,739 |
Contributions allocatedtoward minimum required contributions for current year | 2017-06-30 | 452,950 |
Unpaid minimum required contributions for current year | 2017-06-30 | 0 |
Unpaid minimum required contributions for all years | 2017-06-30 | 0 |