?>
Logo

RETIREMENT PLAN FOR EMPLOYEES OF THE ARTHRITIS FOUNDATION, SOUTHERN CALIFORNIA CHAPTER 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF THE ARTHRITIS FOUNDATION, SOUTHERN CALIFORNIA CHAPTER
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF THE ARTHRITIS FOUNDATION, SOUTHERN CALIFORNIA CHAPTER Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

THE ARTHRITIS FOUNDATION SOUTHERN CALIFORNIA CHAPTER has sponsored the creation of one or more 401k plans.

Company Name:THE ARTHRITIS FOUNDATION SOUTHERN CALIFORNIA CHAPTER
Employer identification number (EIN):951885447
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF THE ARTHRITIS FOUNDATION, SOUTHERN CALIFORNIA CHAPTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CATHY HOOD2023-09-13
0012021-01-01CATHY HOOD2022-10-05
0012020-01-01GWEN LONG2021-09-27
0012019-01-01GWEN LONG2020-10-05
0012019-01-01GWEN LONG2021-06-07
0012018-01-01GWEN LONG2019-09-26
0012017-01-01GWEN LONG2018-09-19
0012016-01-01GWEN LONG2017-09-25
0012015-01-01TINA LORIMER2016-10-09
0012014-01-01TINA LORIMER2015-08-27
0012013-01-01TINA LORIMER2014-07-10
0012012-01-01TINA LORIMER2013-09-25
0012011-01-01RICHARD KLEIN2012-09-25
0012010-01-01RICHARD KLEIN2011-10-03
0012009-01-01RICHARD KLEIN RICHARD KLEIN2010-10-11

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF THE ARTHRITIS FOUNDATION, SOUTHERN CALIFORNIA CHAPTER

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF THE ARTHRITIS FOUNDATION, SOUTHERN CALIFORNIA CHAPTER

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF THE ARTHRITIS FOUNDATION, SOUTHERN CALIFORNIA CHAPTER 2022 401k membership
Market value of plan assets2022-12-311,426,637
Acturial value of plan assets2022-12-311,426,637
Funding target for retired participants and beneficiaries receiving payment2022-12-31287,440
Number of terminated vested participants2022-12-3121
Fundng target for terminated vested participants2022-12-31768,801
Active participant vested funding target2022-12-310
Number of active participants2022-12-310
Total funding liabilities for active participants2022-12-310
Total participant count2022-12-3123
Total funding target for all participants2022-12-311,056,241
Balance at beginning of prior year after applicable adjustments2022-12-317,739
Prefunding balance at beginning of prior year after applicable adjustments2022-12-311,740
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-317,739
Amount remaining of prefunding balance2022-12-311,740
Present value of excess contributions2022-12-31553,786
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31585,020
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31585,020
Reductions in caryover balances due to elections or deemed elections2022-12-318,418
Reductions in prefunding balances due to elections or deemed elections2022-12-3130,753
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31556,160
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-31151,461
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3115,378
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-3115,378
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: RETIREMENT PLAN FOR EMPLOYEES OF THE ARTHRITIS FOUNDATION, SOUTHERN CALIFORNIA CHAPTER 2021 401k membership
Market value of plan assets2021-12-311,014,026
Acturial value of plan assets2021-12-311,014,026
Funding target for retired participants and beneficiaries receiving payment2021-12-31292,950
Number of terminated vested participants2021-12-3122
Fundng target for terminated vested participants2021-12-31869,684
Active participant vested funding target2021-12-310
Number of active participants2021-12-310
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-3124
Total funding target for all participants2021-12-311,162,634
Balance at beginning of prior year after applicable adjustments2021-12-317,012
Prefunding balance at beginning of prior year after applicable adjustments2021-12-311,573
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-317,012
Amount remaining of prefunding balance2021-12-311,573
Present value of excess contributions2021-12-314
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-314
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-314
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-317,739
Balance of prefunding at beginning of current year2021-12-311,740
Total employer contributions2021-12-31600,020
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31569,164
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-31158,087
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3115,378
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-3115,378
Contributions allocatedtoward minimum required contributions for current year2021-12-31569,164
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: RETIREMENT PLAN FOR EMPLOYEES OF THE ARTHRITIS FOUNDATION, SOUTHERN CALIFORNIA CHAPTER 2020 401k membership
Market value of plan assets2020-12-31931,567
Acturial value of plan assets2020-12-31931,567
Funding target for retired participants and beneficiaries receiving payment2020-12-31295,990
Number of terminated vested participants2020-12-3122
Fundng target for terminated vested participants2020-12-31778,207
Active participant vested funding target2020-12-310
Number of active participants2020-12-310
Total funding liabilities for active participants2020-12-310
Total participant count2020-12-3124
Total funding target for all participants2020-12-311,074,197
Balance at beginning of prior year after applicable adjustments2020-12-316,218
Prefunding balance at beginning of prior year after applicable adjustments2020-12-311,053
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-316,218
Amount remaining of prefunding balance2020-12-311,053
Present value of excess contributions2020-12-31365
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31386
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31386
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-317,012
Balance of prefunding at beginning of current year2020-12-311,573
Total employer contributions2020-12-3116,231
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3114,201
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-31151,215
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3114,197
Additional cash requirement2020-12-3114,197
Contributions allocatedtoward minimum required contributions for current year2020-12-3114,201
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: RETIREMENT PLAN FOR EMPLOYEES OF THE ARTHRITIS FOUNDATION, SOUTHERN CALIFORNIA CHAPTER 2019 401k membership
Market value of plan assets2019-12-31779,831
Acturial value of plan assets2019-12-31779,831
Funding target for retired participants and beneficiaries receiving payment2019-12-31297,427
Number of terminated vested participants2019-12-3122
Fundng target for terminated vested participants2019-12-31767,104
Active participant vested funding target2019-12-310
Number of active participants2019-12-310
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-3124
Total funding target for all participants2019-12-311,064,531
Balance at beginning of prior year after applicable adjustments2019-12-316,421
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,028
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-316,421
Amount remaining of prefunding balance2019-12-311,028
Present value of excess contributions2019-12-3154
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3157
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3157
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-316,218
Balance of prefunding at beginning of current year2019-12-311,053
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-31291,971
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3173,850
Additional cash requirement2019-12-3173,850
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-3173,850
Unpaid minimum required contributions for all years2019-12-3173,850
2018: RETIREMENT PLAN FOR EMPLOYEES OF THE ARTHRITIS FOUNDATION, SOUTHERN CALIFORNIA CHAPTER 2018 401k membership
Market value of plan assets2018-12-31765,913
Acturial value of plan assets2018-12-31765,913
Funding target for retired participants and beneficiaries receiving payment2018-12-31279,976
Number of terminated vested participants2018-12-3122
Fundng target for terminated vested participants2018-12-31695,509
Active participant vested funding target2018-12-310
Number of active participants2018-12-310
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-3124
Total funding target for all participants2018-12-31975,485
Balance at beginning of prior year after applicable adjustments2018-12-316,402
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31685
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-316,402
Amount remaining of prefunding balance2018-12-31685
Present value of excess contributions2018-12-31322
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31341
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31341
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-316,421
Balance of prefunding at beginning of current year2018-12-311,028
Total employer contributions2018-12-3161,904
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3154,310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-31217,021
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3154,256
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3154,256
Contributions allocatedtoward minimum required contributions for current year2018-12-3154,310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: RETIREMENT PLAN FOR EMPLOYEES OF THE ARTHRITIS FOUNDATION, SOUTHERN CALIFORNIA CHAPTER 2017 401k membership
Market value of plan assets2017-12-31819,882
Acturial value of plan assets2017-12-31819,882
Funding target for retired participants and beneficiaries receiving payment2017-12-31200,389
Number of terminated vested participants2017-12-3125
Fundng target for terminated vested participants2017-12-31815,604
Active participant vested funding target2017-12-310
Number of active participants2017-12-310
Total funding liabilities for active participants2017-12-310
Total participant count2017-12-3127
Total funding target for all participants2017-12-311,015,993
Balance at beginning of prior year after applicable adjustments2017-12-3190,761
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31687
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-3127,396
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3163,365
Amount remaining of prefunding balance2017-12-31687
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-3156,811
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-316,402
Balance of prefunding at beginning of current year2017-12-31685
Total employer contributions2017-12-3151,864
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3146,085
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-31203,198
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3145,763
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3145,763
Contributions allocatedtoward minimum required contributions for current year2017-12-3146,085
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: RETIREMENT PLAN FOR EMPLOYEES OF THE ARTHRITIS FOUNDATION, SOUTHERN CALIFORNIA CHAPTER 2016 401k membership
Market value of plan assets2016-12-31874,764
Acturial value of plan assets2016-12-31874,764
Funding target for retired participants and beneficiaries receiving payment2016-12-31204,785
Number of terminated vested participants2016-12-3117
Fundng target for terminated vested participants2016-12-31573,597
Active participant vested funding target2016-12-31119,742
Number of active participants2016-12-319
Total funding liabilities for active participants2016-12-31119,742
Total participant count2016-12-3128
Total funding target for all participants2016-12-31898,124
Balance at beginning of prior year after applicable adjustments2016-12-31133,772
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31696
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-3141,816
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3191,956
Amount remaining of prefunding balance2016-12-31696
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3190,761
Balance of prefunding at beginning of current year2016-12-31687
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-31114,808
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3127,396
Carryover balance elected to use to offset funding requirement2016-12-3127,396
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2009: RETIREMENT PLAN FOR EMPLOYEES OF THE ARTHRITIS FOUNDATION, SOUTHERN CALIFORNIA CHAPTER 2009 401k membership
Total participants, beginning-of-year2009-01-0149
Total number of active participants reported on line 7a of the Form 55002009-01-0127
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF THE ARTHRITIS FOUNDATION, SOUTHERN CALIFORNIA CHAPTER

2009: RETIREMENT PLAN FOR EMPLOYEES OF THE ARTHRITIS FOUNDATION, SOUTHERN CALIFORNIA CHAPTER 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3