401k Plan data: THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN plan

THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 401k Plan overview

Plan Name	THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN
Plan identification number	001

THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

THE SAN DIEGO FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: THE SAN DIEGO FOUNDATION

Employer identification number (EIN): 952942582

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE SAN DIEGO FOUNDATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0735981

More information about THE SAN DIEGO FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JAMES HOWELL 2023-10-13
001 2021-01-01 JAMES HOWELL 2022-10-17 JAMES HOWELL 2022-10-17
001 2020-01-01 JAMES HOWELL 2021-10-11 JAMES HOWELL 2021-10-11
001 2019-01-01 JAMES HOWELL 2020-10-05 JAMES HOWELL 2020-10-05
001 2018-01-01 JAMES HOWELL 2019-09-16 JAMES HOWELL 2019-09-16
001 2017-01-01 JAMES HOWELL 2018-09-25 JAMES HOWELL 2018-09-25
001 2016-01-01 JAMES HOWELL JAMES HOWELL 2017-10-11
001 2015-01-01 JIM HOWELL JIM HOWELL 2016-09-20
001 2014-01-01 JAMES HOWELL JAMES HOWELL 2015-10-13
001 2013-01-01 LESLIE LEVINSON 2014-07-29
001 2012-01-01 LESLIE LEVINSON
001 2011-01-01 HAL ORR
001 2009-01-01 SARAH SLAUGHTER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JAMES HOWELL	2023-10-13
001	2021-01-01	JAMES HOWELL	2022-10-17	JAMES HOWELL	2022-10-17
001	2020-01-01	JAMES HOWELL	2021-10-11	JAMES HOWELL	2021-10-11
001	2019-01-01	JAMES HOWELL	2020-10-05	JAMES HOWELL	2020-10-05
001	2018-01-01	JAMES HOWELL	2019-09-16	JAMES HOWELL	2019-09-16
001	2017-01-01	JAMES HOWELL	2018-09-25	JAMES HOWELL	2018-09-25
001	2016-01-01	JAMES HOWELL		JAMES HOWELL	2017-10-11
001	2015-01-01	JIM HOWELL		JIM HOWELL	2016-09-20
001	2014-01-01	JAMES HOWELL		JAMES HOWELL	2015-10-13
001	2013-01-01	LESLIE LEVINSON	2014-07-29
001	2012-01-01	LESLIE LEVINSON
001	2011-01-01	HAL ORR
001	2009-01-01	SARAH SLAUGHTER

Plan Statistics for THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN

401k plan membership statisitcs for THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN

Measure Date Value
2016: THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 51
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 30
Total of all active and inactive participants 2016-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 82
Number of participants with account balances 2016-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 56
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 24
Total of all active and inactive participants 2015-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 81
Number of participants with account balances 2015-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9
2014: THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 65
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 15
Total of all active and inactive participants 2014-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 81
Number of participants with account balances 2014-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2012: THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 51
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 21
Total of all active and inactive participants 2012-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 72
Number of participants with account balances 2012-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 53
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 21
Total of all active and inactive participants 2011-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 74
Number of participants with account balances 2011-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 42
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 20
Total of all active and inactive participants 2009-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 62
Number of participants with account balances 2009-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2016: THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	51
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	30
Total of all active and inactive participants	2016-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	82
Number of participants with account balances	2016-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	56
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	24
Total of all active and inactive participants	2015-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	81
Number of participants with account balances	2015-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9
2014: THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	65
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	15
Total of all active and inactive participants	2014-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	81
Number of participants with account balances	2014-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2012: THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	51
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	21
Total of all active and inactive participants	2012-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	72
Number of participants with account balances	2012-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	53
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	21
Total of all active and inactive participants	2011-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	74
Number of participants with account balances	2011-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	42
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	20
Total of all active and inactive participants	2009-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	62
Number of participants with account balances	2009-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN

Measure	Date	Value
2016 : THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,190,668
Expenses. Total of all expenses incurred	2016-12-31	$112,424
Benefits paid (including direct rollovers)	2016-12-31	$110,874
Total plan assets at end of year	2016-12-31	$6,419,124
Total plan assets at beginning of year	2016-12-31	$5,340,880
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$269,198
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$16,597
Other income received	2016-12-31	$623,302
Net income (gross income less expenses)	2016-12-31	$1,078,244
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,419,124
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,340,880
Total contributions received or receivable from employer(s)	2016-12-31	$281,571
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$475,332
Expenses. Total of all expenses incurred	2015-12-31	$445,615
Benefits paid (including direct rollovers)	2015-12-31	$444,175
Total plan assets at end of year	2015-12-31	$5,340,880
Total plan assets at beginning of year	2015-12-31	$5,311,163
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$226,729
Contributions received from other sources (not participants or employers)	2015-12-31	$55,992
Other income received	2015-12-31	$-81,354
Net income (gross income less expenses)	2015-12-31	$29,717
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,340,880
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,311,163
Total contributions received or receivable from employer(s)	2015-12-31	$273,965
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,440
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$752,173
Expenses. Total of all expenses incurred	2014-12-31	$632,159
Benefits paid (including direct rollovers)	2014-12-31	$631,992
Total plan assets at end of year	2014-12-31	$5,311,163
Total plan assets at beginning of year	2014-12-31	$5,191,149
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$271,661
Expenses. Other expenses not covered elsewhere	2014-12-31	$47
Contributions received from other sources (not participants or employers)	2014-12-31	$2,988
Other income received	2014-12-31	$240,136
Net income (gross income less expenses)	2014-12-31	$120,014
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,311,163
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,191,149
Total contributions received or receivable from employer(s)	2014-12-31	$237,388
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2012 : THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$1,023,827
Expenses. Total of all expenses incurred	2012-12-31	$556,442
Benefits paid (including direct rollovers)	2012-12-31	$556,421
Total plan assets at end of year	2012-12-31	$4,069,802
Total plan assets at beginning of year	2012-12-31	$3,602,417
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$266,596
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$5,743
Other income received	2012-12-31	$515,757
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$467,385
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,069,802
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,602,417
Total contributions received or receivable from employer(s)	2012-12-31	$235,731
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$21
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$289,706
Expenses. Total of all expenses incurred	2011-12-31	$709,085
Benefits paid (including direct rollovers)	2011-12-31	$707,678
Total plan assets at end of year	2011-12-31	$3,602,417
Total plan assets at beginning of year	2011-12-31	$4,021,796
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$234,209
Expenses. Other expenses not covered elsewhere	2011-12-31	$9
Contributions received from other sources (not participants or employers)	2011-12-31	$29,348
Other income received	2011-12-31	$-169,107
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-419,379
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,602,417
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,021,796
Total contributions received or receivable from employer(s)	2011-12-31	$195,256
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,398
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$1,032,638
Expenses. Total of all expenses incurred	2010-12-31	$312,378
Benefits paid (including direct rollovers)	2010-12-31	$312,353
Total plan assets at end of year	2010-12-31	$4,021,796
Total plan assets at beginning of year	2010-12-31	$3,301,536
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$207,663
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$8,815
Other income received	2010-12-31	$588,738
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$720,260
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,021,796
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,301,536
Total contributions received or receivable from employer(s)	2010-12-31	$227,422
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN

2016: THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2012: THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE SAN DIEGO FOUNDATION SECTION 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61459

Policy instance

Insurance contract or identification number	MR 61459
Number of Individuals Covered	81
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61459

Policy instance

Insurance contract or identification number	MR 61459
Number of Individuals Covered	81
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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Company Name:	THE SAN DIEGO FOUNDATION
Employer identification number (EIN):	952942582
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0735981