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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).
  • 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

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
0012023-01-01CATHY HOOD2024-09-23
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

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF THE ARTHRITIS FOUNDATION, SOUTHERN CALIFORNIA CHAPTER

Measure Date Value
2025 : RETIREMENT PLAN FOR EMPLOYEES OF THE ARTHRITIS FOUNDATION, SOUTHERN CALIFORNIA CHAPTER 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-150
Total liabilities as of the end of the plan year2025-10-150
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-1538007
Net assets as of the end of the plan year2025-10-151484298
Total assets as of the beginning of the plan year2025-10-151362798
Value of plan covered by a fidelity bond2025-10-152000000
Participant contributions to plan in this plan year2025-10-150
Other expenses paid from plan in this plan year2025-10-1513390
Other contributions to plan in this plan year2025-10-150
Other income to plan in this plan year2025-10-15159507
Plan net income in this plan year2025-10-15121500
Net assets as of the end of the plan year2025-10-151484298
Net assets as of the beginning of the plan year2025-10-151362798
Employer contributions to plan in this plan year2025-10-150
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-150
2024 : RETIREMENT PLAN FOR EMPLOYEES OF THE ARTHRITIS FOUNDATION, SOUTHERN CALIFORNIA CHAPTER 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-230
Total liabilities as of the end of the plan year2024-09-230
Total liabilities as of the beginning of the plan year2024-09-230
Total expenses incurred by plan in this plan year2024-09-2323243
Net assets as of the end of the plan year2024-09-231362798
Total assets as of the beginning of the plan year2024-09-231304318
Value of plan covered by a fidelity bond2024-09-232000000
Participant contributions to plan in this plan year2024-09-230
Other expenses paid from plan in this plan year2024-09-230
Other contributions to plan in this plan year2024-09-230
Other income to plan in this plan year2024-09-2381723
Plan net income in this plan year2024-09-2358480
Net assets as of the end of the plan year2024-09-231362798
Net assets as of the beginning of the plan year2024-09-231304318
Employer contributions to plan in this plan year2024-09-230
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-236832
2022 : RETIREMENT PLAN FOR EMPLOYEES OF THE ARTHRITIS FOUNDATION, SOUTHERN CALIFORNIA CHAPTER 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-050
Total liabilities as of the end of the plan year2022-10-050
Total liabilities as of the beginning of the plan year2022-10-050
Total expenses incurred by plan in this plan year2022-10-05277648
Net assets as of the end of the plan year2022-10-051426637
Total assets as of the beginning of the plan year2022-10-051014655
Value of plan covered by a fidelity bond2022-10-052000000
Participant contributions to plan in this plan year2022-10-050
Other expenses paid from plan in this plan year2022-10-050
Other contributions to plan in this plan year2022-10-050
Other income to plan in this plan year2022-10-0589610
Plan net income in this plan year2022-10-05411982
Net assets as of the end of the plan year2022-10-051426637
Net assets as of the beginning of the plan year2022-10-051014655
Employer contributions to plan in this plan year2022-10-05600020
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-0511071

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

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