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CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS 403(B) DC PLAN 401k Plan overview

Plan NameCALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS 403(B) DC PLAN
Plan identification number 001

CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS 403(B) DC PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 ASSOCIATION OF INDEPENDENT SCHOOLS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS, INC.
Employer identification number (EIN):952465881
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DEBORAH DOWLING2024-02-22
0012022-01-01DEBORAH DOWLING2023-05-02
0012021-01-01DEBORAH DOWLING2022-02-14
0012020-01-01DEBORAH DOWLING2021-05-12
0012019-01-01MARY MENACHO2020-06-29
0012018-01-01JAMES MCMANUS2019-06-30
0012017-01-01JAMES MCMANUS2018-10-11
0012016-01-01JAMES MCMANUS2017-10-16
0012015-01-01JAMES MCMANUS2016-10-17
0012014-01-01JAMES MCMANUS2015-10-12
0012013-01-01JAMES MCMANUS2014-07-31
0012012-01-01JAMES MCMANUS2013-10-10
0012011-01-01JAMES MCMANUS2012-10-11
0012010-01-01JAMES MCMANUS2011-07-28

Financial Data on CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS 403(B) DC PLAN

Measure Date Value
2025 : CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS 403(B) DC PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-0670000
Net assets as of the end of the plan year2025-03-061472276
Total assets as of the beginning of the plan year2025-03-061246198
Participant contributions to plan in this plan year2025-03-0651600
Other income to plan in this plan year2025-03-06164583
Plan net income in this plan year2025-03-06226078
Net assets as of the end of the plan year2025-03-061472276
Net assets as of the beginning of the plan year2025-03-061246198
Employer contributions to plan in this plan year2025-03-0679895
2024 : CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS 403(B) DC PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-02-22526879
Net assets as of the end of the plan year2024-02-221246198
Total assets as of the beginning of the plan year2024-02-221474778
Participant contributions to plan in this plan year2024-02-2250600
Other income to plan in this plan year2024-02-22183462
Plan net income in this plan year2024-02-22-228580
Net assets as of the end of the plan year2024-02-221246198
Net assets as of the beginning of the plan year2024-02-221474778
Employer contributions to plan in this plan year2024-02-2264237
2022 : CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS 403(B) DC PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-02-140
Net assets as of the end of the plan year2022-02-141562229
Total assets as of the beginning of the plan year2022-02-141298478
Participant contributions to plan in this plan year2022-02-1470400
Other income to plan in this plan year2022-02-14135393
Plan net income in this plan year2022-02-14263751
Net assets as of the end of the plan year2022-02-141562229
Net assets as of the beginning of the plan year2022-02-141298478
Employer contributions to plan in this plan year2022-02-1457958

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