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OAK CREST INSTITUTE OF SCIENCE 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameOAK CREST INSTITUTE OF SCIENCE 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

OAK CREST INSTITUTE OF SCIENCE 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined 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.
  • 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

OAK CREST INSTITUTE OF SCIENCE has sponsored the creation of one or more 401k plans.

Company Name:OAK CREST INSTITUTE OF SCIENCE
Employer identification number (EIN):954680961
NAIC Classification:541700

Additional information about OAK CREST INSTITUTE OF SCIENCE

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2104905

More information about OAK CREST INSTITUTE OF SCIENCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAK CREST INSTITUTE OF SCIENCE 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WENDY CANO2024-04-25
0012022-01-01WENDY CANO2023-03-30
0012021-01-01WENDY CANO2022-03-31
0012020-01-01WENDY CANO2021-04-01
0012019-01-01WENDY CANO2020-04-13
0012018-01-01WENDY CANO2019-03-12
0012017-01-01WENDY CANO2018-03-30
0012016-01-01WENDY CANO2017-05-19
0012015-01-01WENDY CANO2016-05-11
0012014-01-01WENDY CANO2015-05-07
0012013-01-01WENDY CANO2014-05-06
0012012-01-01OAK CREST INSTITUTE OF SCIENCE2013-05-20
0012011-01-01OAK CREST INSTITUTE OF SCIENCE2012-05-24
0012010-01-01OAK CREST INSTITUTE OF SCIENCE2011-04-26 OAK CREST INSTITUTE OF SCIENCE2011-04-26
0012009-01-01OAK CREST INSTITUTE OF SCIENCE OAK CREST INSTITUTE OF SCIENCE2010-06-09

Financial Data on OAK CREST INSTITUTE OF SCIENCE 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : OAK CREST INSTITUTE OF SCIENCE 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-090
Total liabilities as of the end of the plan year2025-04-090
Total liabilities as of the beginning of the plan year2025-04-090
Total expenses incurred by plan in this plan year2025-04-09134556
Net assets as of the end of the plan year2025-04-092577915
Total assets as of the beginning of the plan year2025-04-092171931
Value of plan covered by a fidelity bond2025-04-09217193
Participant contributions to plan in this plan year2025-04-09153093
Value of participant loans at end of plan year2025-04-099809
Other expenses paid from plan in this plan year2025-04-090
Other contributions to plan in this plan year2025-04-090
Other income to plan in this plan year2025-04-09342970
Plan net income in this plan year2025-04-09405984
Net assets as of the end of the plan year2025-04-092577915
Net assets as of the beginning of the plan year2025-04-092171931
Employer contributions to plan in this plan year2025-04-0944477
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-09285
2024 : OAK CREST INSTITUTE OF SCIENCE 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-250
Total liabilities as of the end of the plan year2024-04-250
Total liabilities as of the beginning of the plan year2024-04-250
Total expenses incurred by plan in this plan year2024-04-2589371
Net assets as of the end of the plan year2024-04-252171931
Total assets as of the beginning of the plan year2024-04-251771927
Value of plan covered by a fidelity bond2024-04-25177193
Participant contributions to plan in this plan year2024-04-25152837
Other expenses paid from plan in this plan year2024-04-250
Other contributions to plan in this plan year2024-04-250
Other income to plan in this plan year2024-04-25292317
Plan net income in this plan year2024-04-25400004
Net assets as of the end of the plan year2024-04-252171931
Net assets as of the beginning of the plan year2024-04-251771927
Employer contributions to plan in this plan year2024-04-2544221
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-25210
2022 : OAK CREST INSTITUTE OF SCIENCE 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-310
Total liabilities as of the end of the plan year2022-03-310
Total liabilities as of the beginning of the plan year2022-03-310
Total expenses incurred by plan in this plan year2022-03-3134426
Net assets as of the end of the plan year2022-03-312122560
Total assets as of the beginning of the plan year2022-03-311749236
Value of plan covered by a fidelity bond2022-03-31174924
Participant contributions to plan in this plan year2022-03-31163954
Other expenses paid from plan in this plan year2022-03-310
Other contributions to plan in this plan year2022-03-3117111
Other income to plan in this plan year2022-03-31177961
Plan net income in this plan year2022-03-31373324
Net assets as of the end of the plan year2022-03-312122560
Net assets as of the beginning of the plan year2022-03-311749236
Employer contributions to plan in this plan year2022-03-3148724
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-31135

Form 5500 Responses for OAK CREST INSTITUTE OF SCIENCE 401 K PROFIT SHARING PLAN TRUST

2009: OAK CREST INSTITUTE OF SCIENCE 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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