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TAX DEFERRED ANNUITY PLAN OF SOUTHERN CALIFORNIA EDUCATION FUND 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF SOUTHERN CALIFORNIA EDUCATION FUND
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF SOUTHERN CALIFORNIA EDUCATION FUND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Health (other than dental or vision)

401k Sponsoring company profile

SOUTHERN CALIFORNIA EDUCATION FUND has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN CALIFORNIA EDUCATION FUND
Employer identification number (EIN):953713168
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about SOUTHERN CALIFORNIA EDUCATION FUND

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1056862

More information about SOUTHERN CALIFORNIA EDUCATION FUND

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF SOUTHERN CALIFORNIA EDUCATION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01INNA MEDNIKOV2024-06-03
0012022-01-01INNA MEDNIKOV2023-06-12
0012021-01-01INNA MEDNIKOV2022-06-27
0012020-01-01INNA MEDNIKOV2021-07-29
0012018-01-01INNA MEDNIKOV2019-07-02
0012017-01-01INNA MEDNIKOV2018-06-06
0012016-01-01INNA MEDNIKOV2017-05-10
0012015-01-01INNA MEDNIKOV2016-06-08
0012014-01-01INNA MEDNIKOV2015-07-01
0012013-01-01INNA MEDNIKOV2014-05-21
0012012-01-01INNA MEDNIKOV2013-06-12
0012011-01-01INNA MEDNIKOV2013-06-12
0012010-01-01INNA MEDNIKOV2013-06-12

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF SOUTHERN CALIFORNIA EDUCATION FUND

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF SOUTHERN CALIFORNIA EDUCATION FUND

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF SOUTHERN CALIFORNIA EDUCATION FUND 2025 401k membership
Total number of particpants at beginning of year2025-05-142
Total number of particpants at end of year2025-05-143
Number of Participants With Account Balances2025-05-143
2024: TAX DEFERRED ANNUITY PLAN OF SOUTHERN CALIFORNIA EDUCATION FUND 2024 401k membership
Total number of particpants at beginning of year2024-06-032
Total number of particpants at end of year2024-06-032
Number of Participants With Account Balances2024-06-032
2022: TAX DEFERRED ANNUITY PLAN OF SOUTHERN CALIFORNIA EDUCATION FUND 2022 401k membership
Total number of particpants at beginning of year2022-06-272
Total number of particpants at end of year2022-06-271
Number of Participants With Account Balances2022-06-271

Financial Data on TAX DEFERRED ANNUITY PLAN OF SOUTHERN CALIFORNIA EDUCATION FUND

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF SOUTHERN CALIFORNIA EDUCATION FUND 2025 401k financial data
Net assets as of the end of the plan year2025-05-14177782
Total assets as of the beginning of the plan year2025-05-14132026
Participant contributions to plan in this plan year2025-05-1427771
Other income to plan in this plan year2025-05-1417985
Plan net income in this plan year2025-05-1445756
Net assets as of the end of the plan year2025-05-14177782
Net assets as of the beginning of the plan year2025-05-14132026
2024 : TAX DEFERRED ANNUITY PLAN OF SOUTHERN CALIFORNIA EDUCATION FUND 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-030
Net assets as of the end of the plan year2024-06-03132026
Total assets as of the beginning of the plan year2024-06-0384271
Participant contributions to plan in this plan year2024-06-0329802
Other income to plan in this plan year2024-06-0317953
Plan net income in this plan year2024-06-0347755
Net assets as of the end of the plan year2024-06-03132026
Net assets as of the beginning of the plan year2024-06-0384271
2022 : TAX DEFERRED ANNUITY PLAN OF SOUTHERN CALIFORNIA EDUCATION FUND 2022 401k financial data
Total liabilities as of the end of the plan year2022-06-270
Total liabilities as of the beginning of the plan year2022-06-270
Total expenses incurred by plan in this plan year2022-06-2735982
Net assets as of the end of the plan year2022-06-2780142
Total assets as of the beginning of the plan year2022-06-2788848
Participant contributions to plan in this plan year2022-06-2718208
Other income to plan in this plan year2022-06-279068
Plan net income in this plan year2022-06-27-8706
Net assets as of the end of the plan year2022-06-2780142
Net assets as of the beginning of the plan year2022-06-2788848
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-2760

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