401k Plan data: CALIFORNIA THOROUGHBRED HORSEMAN 'S FOUNDATION, INC. 401(K) PLAN plan

CALIFORNIA THOROUGHBRED HORSEMAN 'S FOUNDATION, INC. 401(K) PLAN 401k Plan overview

Plan Name	CALIFORNIA THOROUGHBRED HORSEMAN 'S FOUNDATION, INC. 401(K) PLAN
Plan identification number	002

CALIFORNIA THOROUGHBRED HORSEMAN 'S FOUNDATION, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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 THOROUGHBRED HORSEMAN has sponsored the creation of one or more 401k plans.

Company Name: CALIFORNIA THOROUGHBRED HORSEMAN

Employer identification number (EIN): 953873222

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA THOROUGHBRED HORSEMAN 'S FOUNDATION, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JORDYN EGAN 2024-05-24
002 2022-01-01 ANGELA VALVERDE 2023-06-02
002 2021-01-01 ANGELA VALVERDE 2022-05-23
002 2020-01-01 ANGELA VALVERDE 2021-06-07
002 2019-01-01 AVALVERDE4806 2020-06-24
002 2019-01-01 ANGELA VALVERDE 2020-06-30
002 2018-01-01 ANGELA VALVERDE 2019-05-31
002 2017-01-01 ANGELA VALVERDE 2018-06-11
002 2016-01-01 ANGELA VALVERDE 2017-07-11
002 2015-01-01 ANGELA VALVERDE 2016-08-01
002 2014-01-01 KEVIN BOLLING 2015-07-30
002 2013-01-01 KEVIN BOLLING 2014-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	JORDYN EGAN	2024-05-24
002	2022-01-01	ANGELA VALVERDE	2023-06-02
002	2021-01-01	ANGELA VALVERDE	2022-05-23
002	2020-01-01	ANGELA VALVERDE	2021-06-07
002	2019-01-01	AVALVERDE4806	2020-06-24
002	2019-01-01	ANGELA VALVERDE	2020-06-30
002	2018-01-01	ANGELA VALVERDE	2019-05-31
002	2017-01-01	ANGELA VALVERDE	2018-06-11
002	2016-01-01	ANGELA VALVERDE	2017-07-11
002	2015-01-01	ANGELA VALVERDE	2016-08-01
002	2014-01-01	KEVIN BOLLING	2015-07-30
002	2013-01-01	KEVIN BOLLING	2014-07-15

Financial Data on CALIFORNIA THOROUGHBRED HORSEMAN 'S FOUNDATION, INC. 401(K) PLAN

Measure	Date	Value
2025 : CALIFORNIA THOROUGHBRED HORSEMAN 'S FOUNDATION, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-05-30	231090
Net assets as of the end of the plan year	2025-05-30	2046717
Total assets as of the beginning of the plan year	2025-05-30	1913337
Value of plan covered by a fidelity bond	2025-05-30	192000
Participant contributions to plan in this plan year	2025-05-30	127466
Value of participant loans at end of plan year	2025-05-30	71851
Other income to plan in this plan year	2025-05-30	188114
Plan net income in this plan year	2025-05-30	133380
Net assets as of the end of the plan year	2025-05-30	2046717
Net assets as of the beginning of the plan year	2025-05-30	1913337
Employer contributions to plan in this plan year	2025-05-30	48890
Expensese paid to adminstrative service provicers from plan in this plan year	2025-05-30	1620
2024 : CALIFORNIA THOROUGHBRED HORSEMAN 'S FOUNDATION, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-24	78720
Net assets as of the end of the plan year	2024-05-24	1913337
Total assets as of the beginning of the plan year	2024-05-24	1597116
Value of plan covered by a fidelity bond	2024-05-24	160000
Participant contributions to plan in this plan year	2024-05-24	135771
Value of participant loans at end of plan year	2024-05-24	80818
Other contributions to plan in this plan year	2024-05-24	256
Other income to plan in this plan year	2024-05-24	206892
Plan net income in this plan year	2024-05-24	316221
Net assets as of the end of the plan year	2024-05-24	1913337
Net assets as of the beginning of the plan year	2024-05-24	1597116
Employer contributions to plan in this plan year	2024-05-24	52022
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-24	1395
2022 : CALIFORNIA THOROUGHBRED HORSEMAN 'S FOUNDATION, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-23	362477
Net assets as of the end of the plan year	2022-05-23	1722181
Total assets as of the beginning of the plan year	2022-05-23	1746251
Value of plan covered by a fidelity bond	2022-05-23	175000
Participant contributions to plan in this plan year	2022-05-23	119567
Value of participant loans at end of plan year	2022-05-23	54339
Other income to plan in this plan year	2022-05-23	168971
Plan net income in this plan year	2022-05-23	-24070
Net assets as of the end of the plan year	2022-05-23	1722181
Net assets as of the beginning of the plan year	2022-05-23	1746251
Employer contributions to plan in this plan year	2022-05-23	49869
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-23	620

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CALIFORNIA THOROUGHBRED HORSEMAN
Employer identification number (EIN):	953873222
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)