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CALIFORNIA TRAVEL ASSOCIATION 401(K) PLAN & TRUST 401k Plan overview

Plan NameCALIFORNIA TRAVEL ASSOCIATION 401(K) PLAN & TRUST
Plan identification number 001

CALIFORNIA TRAVEL ASSOCIATION 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • 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 TRAVEL ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA TRAVEL ASSOCIATION
Employer identification number (EIN):953627301
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about CALIFORNIA TRAVEL ASSOCIATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1042368

More information about CALIFORNIA TRAVEL ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA TRAVEL ASSOCIATION 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BARBARA NEWTON2024-05-30
0012022-01-01BARBARA NEWTON2023-03-31
0012021-01-01BARBARA NEWTON2022-09-08 BARBARA NEWTON2022-09-08
0012020-01-01BARBARA NEWTON2021-10-04
0012019-01-01BARBARA NEWTON2020-10-02
0012018-01-01BARBARA NEWTON2019-07-31
0012017-01-01BARBARA NEWTON2018-10-09
0012016-01-01DZUNG LEWIS2017-08-10
0012015-01-01DZUNG LEWIS2016-08-24

Financial Data on CALIFORNIA TRAVEL ASSOCIATION 401(K) PLAN & TRUST

Measure Date Value
2025 : CALIFORNIA TRAVEL ASSOCIATION 401(K) PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-100
Total liabilities as of the end of the plan year2025-06-100
Total liabilities as of the beginning of the plan year2025-06-100
Total expenses incurred by plan in this plan year2025-06-100
Net assets as of the end of the plan year2025-06-10812660
Total assets as of the beginning of the plan year2025-06-10654965
Value of plan covered by a fidelity bond2025-06-10100000
Participant contributions to plan in this plan year2025-06-1059410
Other expenses paid from plan in this plan year2025-06-100
Other contributions to plan in this plan year2025-06-100
Other income to plan in this plan year2025-06-1049886
Plan net income in this plan year2025-06-10157695
Net assets as of the end of the plan year2025-06-10812660
Net assets as of the beginning of the plan year2025-06-10654965
Employer contributions to plan in this plan year2025-06-1048399
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-100
2024 : CALIFORNIA TRAVEL ASSOCIATION 401(K) PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-300
Total liabilities as of the end of the plan year2024-05-300
Total liabilities as of the beginning of the plan year2024-05-300
Total expenses incurred by plan in this plan year2024-05-3030
Net assets as of the end of the plan year2024-05-30654965
Total assets as of the beginning of the plan year2024-05-30495839
Value of plan covered by a fidelity bond2024-05-30100000
Participant contributions to plan in this plan year2024-05-3056670
Other expenses paid from plan in this plan year2024-05-300
Other contributions to plan in this plan year2024-05-300
Other income to plan in this plan year2024-05-3055870
Plan net income in this plan year2024-05-30159126
Net assets as of the end of the plan year2024-05-30654965
Net assets as of the beginning of the plan year2024-05-30495839
Employer contributions to plan in this plan year2024-05-3046616
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-3030
2022 : CALIFORNIA TRAVEL ASSOCIATION 401(K) PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-090
Total liabilities as of the end of the plan year2022-09-090
Total liabilities as of the beginning of the plan year2022-09-090
Total expenses incurred by plan in this plan year2022-09-09100
Net assets as of the end of the plan year2022-09-09473996
Total assets as of the beginning of the plan year2022-09-09380499
Value of plan covered by a fidelity bond2022-09-0940000
Participant contributions to plan in this plan year2022-09-0934221
Other expenses paid from plan in this plan year2022-09-090
Other contributions to plan in this plan year2022-09-090
Other income to plan in this plan year2022-09-0928001
Plan net income in this plan year2022-09-0993497
Net assets as of the end of the plan year2022-09-09473996
Net assets as of the beginning of the plan year2022-09-09380499
Value of contributions failed to transmitted timely2022-09-09186
Employer contributions to plan in this plan year2022-09-0931375
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-09100

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