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CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA 401k Plan overview

Plan NameCALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA
Plan identification number 002

CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CALIFORNIA CENTER FOR PUBLIC HEALTH has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA CENTER FOR PUBLIC HEALTH
Employer identification number (EIN):954723901
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01MELISSA STOCKBERGER
0022017-01-01MELISSA STOCKBERGER
0022016-01-01MELISSA STOCKBERGER
0022015-01-01HAROLD GOLDSTEIN
0022014-01-01HAROLD GOLDSTEIN
0022013-01-01HAROLD GOLDSTEIN
0022012-01-01HAROLD GOLDSTEIN
0022011-01-01HAROLD GOLDSTEIN

Financial Data on CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA

Measure Date Value
2018 : CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA 2018 401k financial data
Total income from all sources2018-12-31$42,682
Expenses. Total of all expenses incurred2018-12-31$12,223
Benefits paid (including direct rollovers)2018-12-31$12,223
Total plan assets at end of year2018-12-31$575,192
Total plan assets at beginning of year2018-12-31$544,733
Value of fidelity bond covering the plan2018-12-31$118,000
Total contributions received or receivable from participants2018-12-31$9,284
Contributions received from other sources (not participants or employers)2018-12-31$37,082
Other income received2018-12-31$-3,684
Net income (gross income less expenses)2018-12-31$30,459
Net plan assets at end of year (total assets less liabilities)2018-12-31$575,192
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$544,733
2017 : CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA 2017 401k financial data
Total income from all sources2017-12-31$89,293
Expenses. Total of all expenses incurred2017-12-31$26,035
Benefits paid (including direct rollovers)2017-12-31$26,035
Total plan assets at end of year2017-12-31$544,733
Total plan assets at beginning of year2017-12-31$481,475
Total contributions received or receivable from participants2017-12-31$9,588
Contributions received from other sources (not participants or employers)2017-12-31$38,407
Other income received2017-12-31$41,298
Net income (gross income less expenses)2017-12-31$63,258
Net plan assets at end of year (total assets less liabilities)2017-12-31$544,733
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$481,475
2016 : CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA 2016 401k financial data
Total income from all sources2016-12-31$230,229
Expenses. Total of all expenses incurred2016-12-31$6,813
Benefits paid (including direct rollovers)2016-12-31$6,813
Total plan assets at end of year2016-12-31$481,475
Total plan assets at beginning of year2016-12-31$258,059
Total contributions received or receivable from participants2016-12-31$12,954
Contributions received from other sources (not participants or employers)2016-12-31$196,000
Other income received2016-12-31$21,275
Net income (gross income less expenses)2016-12-31$223,416
Net plan assets at end of year (total assets less liabilities)2016-12-31$481,475
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$258,059
2015 : CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA 2015 401k financial data
Total income from all sources2015-12-31$72,649
Expenses. Total of all expenses incurred2015-12-31$5,959
Benefits paid (including direct rollovers)2015-12-31$5,959
Total plan assets at end of year2015-12-31$258,059
Total plan assets at beginning of year2015-12-31$191,369
Contributions received from other sources (not participants or employers)2015-12-31$42,246
Other income received2015-12-31$511
Net income (gross income less expenses)2015-12-31$66,690
Net plan assets at end of year (total assets less liabilities)2015-12-31$258,059
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$191,369
Total contributions received or receivable from employer(s)2015-12-31$29,892
2014 : CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA 2014 401k financial data
Total income from all sources2014-12-31$24,560
Expenses. Total of all expenses incurred2014-12-31$314,264
Benefits paid (including direct rollovers)2014-12-31$314,264
Total plan assets at end of year2014-12-31$191,369
Total plan assets at beginning of year2014-12-31$481,073
Total contributions received or receivable from participants2014-12-31$10,900
Other income received2014-12-31$13,660
Net income (gross income less expenses)2014-12-31$-289,704
Net plan assets at end of year (total assets less liabilities)2014-12-31$191,369
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$481,073
2013 : CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA 2013 401k financial data
Total income from all sources2013-12-31$88,847
Total plan assets at end of year2013-12-31$481,073
Total plan assets at beginning of year2013-12-31$392,226
Total contributions received or receivable from participants2013-12-31$28,074
Other income received2013-12-31$60,773
Net income (gross income less expenses)2013-12-31$88,847
Net plan assets at end of year (total assets less liabilities)2013-12-31$481,073
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$392,226
2012 : CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA 2012 401k financial data
Total income from all sources2012-12-31$72,765
Expenses. Total of all expenses incurred2012-12-31$3,542
Benefits paid (including direct rollovers)2012-12-31$3,542
Total plan assets at end of year2012-12-31$392,226
Total plan assets at beginning of year2012-12-31$323,003
Total contributions received or receivable from participants2012-12-31$32,847
Other income received2012-12-31$39,918
Net income (gross income less expenses)2012-12-31$69,223
Net plan assets at end of year (total assets less liabilities)2012-12-31$392,226
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$323,003
2011 : CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA 2011 401k financial data
Total income from all sources2011-12-31$29,877
Expenses. Total of all expenses incurred2011-12-31$6,868
Benefits paid (including direct rollovers)2011-12-31$6,868
Total plan assets at end of year2011-12-31$323,003
Total plan assets at beginning of year2011-12-31$299,994
Total contributions received or receivable from participants2011-12-31$27,868
Other income received2011-12-31$2,009
Net income (gross income less expenses)2011-12-31$23,009
Net plan assets at end of year (total assets less liabilities)2011-12-31$323,003
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$299,994

Form 5500 Responses for CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA

2018: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CALIFORNIA CENTER FOR PUBLIC HEALTH ADVOCACY TDA 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number331452
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number331452
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number331452
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number331452
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number331452
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number331452
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number331452
Policy instance 1

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