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EMPLOYEE BENEFIT PLAN OF SOUTHERN CALIFORNIA FOSTER FAMILY AGENCY 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF SOUTHERN CALIFORNIA FOSTER FAMILY AGENCY
Plan identification number 003

EMPLOYEE BENEFIT PLAN OF SOUTHERN CALIFORNIA FOSTER FAMILY AGENCY 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

SOUTHERN CALIFORNIA FOSTER FAMILY AGENCY has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN CALIFORNIA FOSTER FAMILY AGENCY
Employer identification number (EIN):954440220
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF SOUTHERN CALIFORNIA FOSTER FAMILY AGENCY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01LUIS TLALACALCO2024-10-07
0032022-01-01DANNY OU2023-06-01 DANNY OU2023-06-01
0032022-01-01LUIS TLALACALCO2023-10-11
0032021-01-01MARK ZIPOLI2022-04-06
0032020-01-01MARK ZIPOLI2021-07-14
0032020-01-01MARK ZIPOLI2021-07-14
0032018-01-01MARK ZIPOLI2019-09-20
0032017-01-01SARAH BOONE2018-04-13 SARAH BOONE2018-04-13
0032016-01-01SARAH BOONE2017-07-28 SARAH BOONE2017-07-28
0032015-01-01SARAH BOONE2016-07-21 SARAH BOONE2016-07-21

Plan Statistics for EMPLOYEE BENEFIT PLAN OF SOUTHERN CALIFORNIA FOSTER FAMILY AGENCY

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF SOUTHERN CALIFORNIA FOSTER FAMILY AGENCY

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF SOUTHERN CALIFORNIA FOSTER FAMILY AGENCY 2025 401k membership
Total number of particpants at beginning of year2025-09-0540
Total number of particpants at end of year2025-09-0533
Number of Participants With Account Balances2025-09-0530
2024: EMPLOYEE BENEFIT PLAN OF SOUTHERN CALIFORNIA FOSTER FAMILY AGENCY 2024 401k membership
Total number of particpants at beginning of year2024-10-0739
Total number of particpants at end of year2024-10-0740
Number of Participants With Account Balances2024-10-0729

Financial Data on EMPLOYEE BENEFIT PLAN OF SOUTHERN CALIFORNIA FOSTER FAMILY AGENCY

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF SOUTHERN CALIFORNIA FOSTER FAMILY AGENCY 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-050
Total liabilities as of the end of the plan year2025-09-050
Total liabilities as of the beginning of the plan year2025-09-050
Total expenses incurred by plan in this plan year2025-09-0590858
Net assets as of the end of the plan year2025-09-05776327
Total assets as of the beginning of the plan year2025-09-05685199
Value of plan covered by a fidelity bond2025-09-05300000
Participant contributions to plan in this plan year2025-09-0562591
Other expenses paid from plan in this plan year2025-09-050
Other contributions to plan in this plan year2025-09-050
Other income to plan in this plan year2025-09-05106124
Plan net income in this plan year2025-09-0591128
Net assets as of the end of the plan year2025-09-05776327
Net assets as of the beginning of the plan year2025-09-05685199
Employer contributions to plan in this plan year2025-09-0513271
Fees paid to broker by Benefit Provider2025-09-0528
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-05298
2024 : EMPLOYEE BENEFIT PLAN OF SOUTHERN CALIFORNIA FOSTER FAMILY AGENCY 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-070
Total liabilities as of the end of the plan year2024-10-070
Total liabilities as of the beginning of the plan year2024-10-070
Total expenses incurred by plan in this plan year2024-10-0780157
Net assets as of the end of the plan year2024-10-07685199
Total assets as of the beginning of the plan year2024-10-07589754
Value of plan covered by a fidelity bond2024-10-07300000
Participant contributions to plan in this plan year2024-10-0750636
Other expenses paid from plan in this plan year2024-10-070
Other contributions to plan in this plan year2024-10-070
Other income to plan in this plan year2024-10-07114002
Plan net income in this plan year2024-10-0795445
Net assets as of the end of the plan year2024-10-07685199
Net assets as of the beginning of the plan year2024-10-07589754
Employer contributions to plan in this plan year2024-10-0710964
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-07138

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