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CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 401k Plan overview

Plan NameCALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN
Plan identification number 002

CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

CALIFORNIA SCIENCE CENTER FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA SCIENCE CENTER FOUNDATION
Employer identification number (EIN):952210527
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Additional information about CALIFORNIA SCIENCE CENTER FOUNDATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 0000-00-00
Company Identification Number: C0242692
Legal Registered Office Address: 700 Exposition Park DriveLos AngelesCA90037


United States of America (USA)

More information about CALIFORNIA SCIENCE CENTER FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01GENEVIEVE DUNAWAY2023-05-25
0022021-01-01GENEVIEVE DUNAWAY2022-06-20
0022020-01-01GENEVIEVE DUNAWAY2021-06-24
0022019-01-01CYNTHIA PYGIN2020-07-31
0022018-01-01CYNTHIA PYGIN2019-08-05
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01CYNTHIA PYGIN CYNTHIA PYGIN2013-08-09
0022011-01-01CYNTHIA PYGIN CYNTHIA PYGIN2012-06-29
0022010-01-01CYNTHIA PYGIN CYNTHIA PYGIN2011-09-26
0022009-07-01CYNTHIA PYGIN CYNTHIA PYGIN2010-10-13

Plan Statistics for CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN

401k plan membership statisitcs for CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN

Measure Date Value
2022: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2022 401k membership
Total participants, beginning-of-year2022-01-01361
Total number of active participants reported on line 7a of the Form 55002022-01-01301
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0164
Total of all active and inactive participants2022-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01365
Number of participants with account balances2022-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2021 401k membership
Total participants, beginning-of-year2021-01-01412
Total number of active participants reported on line 7a of the Form 55002021-01-01293
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0168
Total of all active and inactive participants2021-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01361
Number of participants with account balances2021-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2020 401k membership
Total participants, beginning-of-year2020-01-01460
Total number of active participants reported on line 7a of the Form 55002020-01-01344
Number of retired or separated participants receiving benefits2020-01-0168
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01412
Number of participants with account balances2020-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2019 401k membership
Total participants, beginning-of-year2019-01-01448
Total number of active participants reported on line 7a of the Form 55002019-01-01372
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0188
Total of all active and inactive participants2019-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01460
Number of participants with account balances2019-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2018 401k membership
Total participants, beginning-of-year2018-01-01323
Total number of active participants reported on line 7a of the Form 55002018-01-01368
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0180
Total of all active and inactive participants2018-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01448
Number of participants with account balances2018-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2017 401k membership
Total participants, beginning-of-year2017-01-01416
Total number of active participants reported on line 7a of the Form 55002017-01-01250
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01323
Number of participants with account balances2017-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2016 401k membership
Total participants, beginning-of-year2016-01-01404
Total number of active participants reported on line 7a of the Form 55002016-01-01346
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0170
Total of all active and inactive participants2016-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01416
Number of participants with account balances2016-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2015 401k membership
Total participants, beginning-of-year2015-01-01423
Total number of active participants reported on line 7a of the Form 55002015-01-01340
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0164
Total of all active and inactive participants2015-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01404
Number of participants with account balances2015-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2014 401k membership
Total participants, beginning-of-year2014-01-01404
Total number of active participants reported on line 7a of the Form 55002014-01-01359
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0158
Total of all active and inactive participants2014-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01417
Number of participants with account balances2014-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2013 401k membership
Total participants, beginning-of-year2013-01-01388
Total number of active participants reported on line 7a of the Form 55002013-01-01337
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0150
Total of all active and inactive participants2013-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01387
Number of participants with account balances2013-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2012 401k membership
Total participants, beginning-of-year2012-01-01314
Total number of active participants reported on line 7a of the Form 55002012-01-01340
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0146
Total of all active and inactive participants2012-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01386
Number of participants with account balances2012-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2011 401k membership
Total participants, beginning-of-year2011-01-01321
Total number of active participants reported on line 7a of the Form 55002011-01-01267
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01310
Number of participants with account balances2011-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2010 401k membership
Total participants, beginning-of-year2010-01-01289
Total number of active participants reported on line 7a of the Form 55002010-01-01265
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0156
Total of all active and inactive participants2010-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01321
Number of participants with account balances2010-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2009 401k membership
Total participants, beginning-of-year2009-07-01300
Total number of active participants reported on line 7a of the Form 55002009-07-01243
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0143
Total of all active and inactive participants2009-07-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01286
Number of participants with account balances2009-07-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN

Measure Date Value
2022 : CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-757,034
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$269,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$269,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$215,302
Value of total assets at end of year2022-12-31$4,082,473
Value of total assets at beginning of year2022-12-31$5,109,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$686
Total interest from all sources2022-12-31$13,809
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$10,492
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,026,843
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,082,473
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,109,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,680,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,708,651
Value of interest in pooled separate accounts at end of year2022-12-31$63,310
Value of interest in pooled separate accounts at beginning of year2022-12-31$42,630
Interest earned on other investments2022-12-31$13,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$338,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$347,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-990,698
Net investment gain/loss from pooled separate accounts2022-12-31$4,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$209,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$269,123
Contract administrator fees2022-12-31$686
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WINDES, INC.
Accountancy firm EIN2022-12-31953001179
2021 : CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$896,001
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$123,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$123,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$201,482
Value of total assets at end of year2021-12-31$5,109,316
Value of total assets at beginning of year2021-12-31$4,336,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$11,194
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$10,492
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$772,806
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,109,316
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,336,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,708,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,982,556
Value of interest in pooled separate accounts at end of year2021-12-31$42,630
Value of interest in pooled separate accounts at beginning of year2021-12-31$34,296
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$11,194
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$347,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$319,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$683,325
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$201,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$123,195
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WINDES, INC.
Accountancy firm EIN2021-12-31953001179
2020 : CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$935,052
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$233,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$233,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$193,527
Value of total assets at end of year2020-12-31$4,336,510
Value of total assets at beginning of year2020-12-31$3,634,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$701,556
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,336,510
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,634,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,982,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,264,108
Value of interest in pooled separate accounts at end of year2020-12-31$34,296
Value of interest in pooled separate accounts at beginning of year2020-12-31$41,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$319,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$313,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$729,266
Net investment gain/loss from pooled separate accounts2020-12-31$12,259
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$193,527
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$15,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$233,496
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WINDES, INC.
Accountancy firm EIN2020-12-31953001179
2019 : CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$851,997
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$89,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$89,815
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$206,664
Value of total assets at end of year2019-12-31$3,634,954
Value of total assets at beginning of year2019-12-31$2,872,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$11,779
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$287,277
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$762,182
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,634,954
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,872,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,264,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,527,805
Value of interest in pooled separate accounts at end of year2019-12-31$41,267
Value of interest in pooled separate accounts at beginning of year2019-12-31$28,817
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$11,779
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$313,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$300,893
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$43,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$631,888
Net investment gain/loss from pooled separate accounts2019-12-31$1,666
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$206,664
Employer contributions (assets) at end of year2019-12-31$15,994
Employer contributions (assets) at beginning of year2019-12-31$15,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$45,958
Contract administrator fees2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WINDES, INC.
Accountancy firm EIN2019-12-31953001179
2018 : CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$57,812
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$92,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$91,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$199,205
Value of total assets at end of year2018-12-31$2,872,772
Value of total assets at beginning of year2018-12-31$2,906,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$38
Total interest from all sources2018-12-31$11,529
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$290,697
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-34,195
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,872,772
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,906,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,527,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,579,400
Value of interest in pooled separate accounts at end of year2018-12-31$28,817
Value of interest in pooled separate accounts at beginning of year2018-12-31$27,879
Interest earned on other investments2018-12-31$11,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$300,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$284,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-152,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$199,205
Employer contributions (assets) at end of year2018-12-31$15,257
Employer contributions (assets) at beginning of year2018-12-31$15,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$91,969
Contract administrator fees2018-12-31$38
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WINDES, INC.
Accountancy firm EIN2018-12-31953001179
2017 : CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$639,569
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$153,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$153,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$194,562
Value of total assets at end of year2017-12-31$2,906,967
Value of total assets at beginning of year2017-12-31$2,420,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$10,308
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$242,042
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$486,545
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,906,967
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,420,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,579,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,126,451
Value of interest in pooled separate accounts at end of year2017-12-31$27,879
Value of interest in pooled separate accounts at beginning of year2017-12-31$17,814
Interest earned on other investments2017-12-31$10,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$284,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$261,805
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$6,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$433,581
Net investment gain/loss from pooled separate accounts2017-12-31$1,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$192,416
Employer contributions (assets) at end of year2017-12-31$15,030
Employer contributions (assets) at beginning of year2017-12-31$14,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$146,913
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WINDES, INC.
Accountancy firm EIN2017-12-31953001179
2016 : CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$321,091
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$60,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$60,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$182,693
Value of total assets at end of year2016-12-31$2,420,422
Value of total assets at beginning of year2016-12-31$2,159,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$10,324
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$214,663
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$260,622
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,420,422
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,159,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,126,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,894,431
Value of interest in pooled separate accounts at end of year2016-12-31$17,814
Value of interest in pooled separate accounts at beginning of year2016-12-31$15,157
Interest earned on other investments2016-12-31$10,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$261,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$237,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$127,233
Net investment gain/loss from pooled separate accounts2016-12-31$841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$182,693
Employer contributions (assets) at end of year2016-12-31$14,352
Employer contributions (assets) at beginning of year2016-12-31$13,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$60,469
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WINDES, INC.
Accountancy firm EIN2016-12-31953001179
2015 : CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$200,060
Total of all expenses incurred2015-12-31$32,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$22,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$175,203
Value of total assets at end of year2015-12-31$2,159,800
Value of total assets at beginning of year2015-12-31$1,992,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,116
Total interest from all sources2015-12-31$8,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$10,116
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$217,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$167,129
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,159,800
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,992,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,894,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,757,026
Value of interest in pooled separate accounts at end of year2015-12-31$15,157
Value of interest in pooled separate accounts at beginning of year2015-12-31$14,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$8,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$237,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$214,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$14,826
Net investment gain/loss from pooled separate accounts2015-12-31$1,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$175,203
Employer contributions (assets) at end of year2015-12-31$13,174
Employer contributions (assets) at beginning of year2015-12-31$6,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$22,815
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WINDES, INC.
Accountancy firm EIN2015-12-31953001179
2014 : CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$291,712
Total of all expenses incurred2014-12-31$20,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$20,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$155,617
Value of total assets at end of year2014-12-31$1,992,671
Value of total assets at beginning of year2014-12-31$1,721,127
Total interest from all sources2014-12-31$8,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$199,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$271,544
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,992,671
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,721,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,757,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,507,633
Value of interest in pooled separate accounts at end of year2014-12-31$14,564
Value of interest in pooled separate accounts at beginning of year2014-12-31$12,860
Interest earned on other investments2014-12-31$8,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$214,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$189,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$126,353
Net investment gain/loss from pooled separate accounts2014-12-31$1,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$155,617
Employer contributions (assets) at end of year2014-12-31$6,242
Employer contributions (assets) at beginning of year2014-12-31$11,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$20,168
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WINDES, INC.
Accountancy firm EIN2014-12-31953001179
2013 : CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$431,788
Total of all expenses incurred2013-12-31$35,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$35,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$145,633
Value of total assets at end of year2013-12-31$1,721,127
Value of total assets at beginning of year2013-12-31$1,325,321
Total interest from all sources2013-12-31$7,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$171,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$395,806
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,721,127
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,325,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,507,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,139,246
Value of interest in pooled separate accounts at end of year2013-12-31$12,860
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,518
Interest earned on other investments2013-12-31$7,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$189,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$166,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$277,488
Net investment gain/loss from pooled separate accounts2013-12-31$1,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$145,633
Employer contributions (assets) at end of year2013-12-31$11,529
Employer contributions (assets) at beginning of year2013-12-31$11,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$35,982
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WINDES, INC.
Accountancy firm EIN2013-12-31953001179
2012 : CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$280,748
Total of all expenses incurred2012-12-31$27,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$27,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$144,397
Value of total assets at end of year2012-12-31$1,325,321
Value of total assets at beginning of year2012-12-31$1,071,818
Total interest from all sources2012-12-31$6,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$133,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$253,503
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,325,321
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,071,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,139,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$920,617
Value of interest in pooled separate accounts at end of year2012-12-31$7,518
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,424
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$166,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$144,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$129,364
Net investment gain/loss from pooled separate accounts2012-12-31$656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$144,397
Employer contributions (assets) at end of year2012-12-31$11,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$27,245
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WINDES & MCCLAUGHRY
Accountancy firm EIN2012-12-31953001179
2011 : CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$125,516
Total of all expenses incurred2011-12-31$33,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$33,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$126,569
Value of total assets at end of year2011-12-31$1,071,818
Value of total assets at beginning of year2011-12-31$979,551
Total interest from all sources2011-12-31$5,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$110,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$92,267
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,071,818
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$979,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$920,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$845,328
Value of interest in pooled separate accounts at end of year2011-12-31$6,424
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,685
Interest earned on other investments2011-12-31$5,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$144,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$128,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-7,442
Net investment gain/loss from pooled separate accounts2011-12-31$739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$125,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$33,249
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WINDES & MCCLAUGHRY
Accountancy firm EIN2011-12-31953001179
2010 : CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$222,678
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$15,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$15,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$123,301
Value of total assets at end of year2010-12-31$979,551
Value of total assets at beginning of year2010-12-31$772,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$4,564
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$98,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$206,769
Value of net assets at end of year (total assets less liabilities)2010-12-31$979,551
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$772,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$845,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$663,786
Value of interest in pooled separate accounts at end of year2010-12-31$5,685
Interest earned on other investments2010-12-31$4,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$128,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$100,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$94,326
Net investment gain/loss from pooled separate accounts2010-12-31$487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$123,301
Employer contributions (assets) at beginning of year2010-12-31$8,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$15,909
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WINDES & MCCLAUGHRY
Accountancy firm EIN2010-12-31953001179
2009 : CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN

2022: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONT RET PLN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329086
Policy instance 1
Insurance contract or identification number329086
Number of Individuals Covered167
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329086
Policy instance 1
Insurance contract or identification number329086
Number of Individuals Covered172
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329086
Policy instance 1
Insurance contract or identification number329086
Number of Individuals Covered174
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329086
Policy instance 1
Insurance contract or identification number329086
Number of Individuals Covered197
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329086
Policy instance 1
Insurance contract or identification number329086
Number of Individuals Covered179
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329086
Policy instance 1
Insurance contract or identification number329086
Number of Individuals Covered166
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329086
Policy instance 1
Insurance contract or identification number329086
Number of Individuals Covered158
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329086
Policy instance 1
Insurance contract or identification number329086
Number of Individuals Covered144
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329086
Policy instance 1
Insurance contract or identification number329086
Number of Individuals Covered136
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329086
Policy instance 1
Insurance contract or identification number329086
Number of Individuals Covered134
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329086
Policy instance 1
Insurance contract or identification number329086
Number of Individuals Covered145
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

Potentially related plans

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