?>
Logo

CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameCALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 005

CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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 STATE UNIVERSITY, LONG BEACH RESEARCH FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA STATE UNIVERSITY, LONG BEACH RESEARCH FOUNDATION
Employer identification number (EIN):956106694
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 STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01BRIAN NOWLIN2023-06-21
0052021-01-01BRIAN NOWLIN2022-07-29
0052020-01-01BRIAN NOWLIN2021-07-26
0052019-01-01BRIAN NOWLIN2020-06-30
0052018-01-01
0052017-01-01
0052016-01-01
0052015-01-01
0052014-01-01BRIAN NOWLIN
0052013-01-01BRIAN NOWLIN
0052011-01-01BRIAN NOWLIN
0052009-01-01BRIAN NOWLIN

Plan Statistics for CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01393
Total number of active participants reported on line 7a of the Form 55002022-01-01126
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01284
Total of all active and inactive participants2022-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01414
Number of participants with account balances2022-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01387
Total number of active participants reported on line 7a of the Form 55002021-01-01122
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01268
Total of all active and inactive participants2021-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01393
Number of participants with account balances2021-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01368
Total number of active participants reported on line 7a of the Form 55002020-01-01113
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01272
Total of all active and inactive participants2020-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01387
Number of participants with account balances2020-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01368
Total number of active participants reported on line 7a of the Form 55002019-01-0187
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01280
Total of all active and inactive participants2019-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01368
Number of participants with account balances2019-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01373
Total number of active participants reported on line 7a of the Form 55002018-01-0191
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01276
Total of all active and inactive participants2018-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01368
Number of participants with account balances2018-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01360
Total number of active participants reported on line 7a of the Form 55002017-01-0197
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01275
Total of all active and inactive participants2017-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01373
Number of participants with account balances2017-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01376
Total number of active participants reported on line 7a of the Form 55002016-01-0186
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01273
Total of all active and inactive participants2016-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01360
Number of participants with account balances2016-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01376
Total number of active participants reported on line 7a of the Form 55002015-01-0197
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01278
Total of all active and inactive participants2015-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01376
Number of participants with account balances2015-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01387
Total number of active participants reported on line 7a of the Form 55002014-01-0193
Number of other retired or separated participants entitled to future benefits2014-01-01281
Total of all active and inactive participants2014-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01376
Number of participants with account balances2014-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01398
Total number of active participants reported on line 7a of the Form 55002013-01-01110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01275
Total of all active and inactive participants2013-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01387
Number of participants with account balances2013-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2011: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01445
Total number of active participants reported on line 7a of the Form 55002011-01-01161
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01280
Total of all active and inactive participants2011-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01441
Number of participants with account balances2011-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01445
Total number of active participants reported on line 7a of the Form 55002009-01-01134
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01314
Total of all active and inactive participants2009-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01448
Number of participants with account balances2009-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,885,846
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,182,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,163,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,167,592
Value of total assets at end of year2022-12-31$25,061,146
Value of total assets at beginning of year2022-12-31$29,129,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,081
Total interest from all sources2022-12-31$289
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$251,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$251,332
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$365,045
Participant contributions at end of year2022-12-31$10,600
Participant contributions at beginning of year2022-12-31$1,205
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$420
Other income not declared elsewhere2022-12-31$83,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,068,791
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,061,146
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,129,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,043,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,066,696
Interest on participant loans2022-12-31$289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,006,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,062,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,388,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$802,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,163,864
Contract administrator fees2022-12-31$19,081
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WINDES, INC.
Accountancy firm EIN2022-12-31953001179
2021 : CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,322,015
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$401,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$383,451
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,118,261
Value of total assets at end of year2021-12-31$29,129,937
Value of total assets at beginning of year2021-12-31$25,209,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,870
Total interest from all sources2021-12-31$54
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$785,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$785,090
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$727,889
Amount contributed by the employer to the plan for this plan year2021-12-31$727,889
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$340,158
Participant contributions at end of year2021-12-31$1,205
Participant contributions at beginning of year2021-12-31$1,324
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$50,214
Other income not declared elsewhere2021-12-31$42,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,920,694
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,129,937
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,209,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,066,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,376,719
Interest on participant loans2021-12-31$54
Interest earned on other investments2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,062,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,831,200
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,376,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$727,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$383,451
Contract administrator fees2021-12-31$17,870
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WINDES, INC.
Accountancy firm EIN2021-12-31953001179
2020 : CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,079,343
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,215,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,202,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$973,092
Value of total assets at end of year2020-12-31$25,209,243
Value of total assets at beginning of year2020-12-31$22,344,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,899
Total interest from all sources2020-12-31$71,546
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$194,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$194,419
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$691,478
Amount contributed by the employer to the plan for this plan year2020-12-31$691,478
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$255,359
Participant contributions at end of year2020-12-31$1,324
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$26,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$2,864,322
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,209,243
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,344,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,376,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,460,320
Interest on participant loans2020-12-31$11
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$71,535
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,831,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,884,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,840,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$691,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,202,122
Contract administrator fees2020-12-31$12,899
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WINDES, INC.
Accountancy firm EIN2020-12-31953001179
2019 : CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,908,742
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,813,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,800,135
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$645,813
Value of total assets at end of year2019-12-31$22,344,921
Value of total assets at beginning of year2019-12-31$20,249,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,597
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$280,789
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$161,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$161,592
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$645,813
Amount contributed by the employer to the plan for this plan year2019-12-31$645,813
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$5,310
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$2,095,010
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,344,921
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,249,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,460,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,232,625
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$280,789
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,884,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,017,286
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$472,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,815,238
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$645,813
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,327,719
Contract administrator fees2019-12-31$13,597
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WINDES, INC.
Accountancy firm EIN2019-12-31953001179
2018 : CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$124,112
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$997,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$992,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$651,142
Value of total assets at end of year2018-12-31$20,249,911
Value of total assets at beginning of year2018-12-31$21,123,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,103
Total interest from all sources2018-12-31$292,342
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$145,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$145,947
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$651,142
Amount contributed by the employer to the plan for this plan year2018-12-31$651,142
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other income not declared elsewhere2018-12-31$6,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-873,695
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,249,911
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,123,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,232,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,911,835
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$233,759
Interest earned on other investments2018-12-31$292,342
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,017,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,978,012
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$484,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-974,329
Net investment gain/loss from pooled separate accounts2018-12-31$2,130
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$651,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$508,474
Contract administrator fees2018-12-31$5,103
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WINDES, INC.
Accountancy firm EIN2018-12-31953001179
2017 : CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,157,221
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$629,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$629,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$637,543
Value of total assets at end of year2017-12-31$21,123,606
Value of total assets at beginning of year2017-12-31$18,595,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$270,503
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$104,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$104,835
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$594,268
Amount contributed by the employer to the plan for this plan year2017-12-31$594,268
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$43,275
Other income not declared elsewhere2017-12-31$1,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,527,654
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,123,606
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,595,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,911,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,745,113
Value of interest in pooled separate accounts at end of year2017-12-31$233,759
Value of interest in pooled separate accounts at beginning of year2017-12-31$202,892
Interest earned on other investments2017-12-31$270,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,978,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,647,947
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$16,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,133,022
Net investment gain/loss from pooled separate accounts2017-12-31$9,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$594,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$612,804
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WINDES, INC.
Accountancy firm EIN2017-12-31953001179
2016 : CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,704,764
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$800,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$800,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$733,405
Value of total assets at end of year2016-12-31$18,595,952
Value of total assets at beginning of year2016-12-31$17,692,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$87,623
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$67,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$67,290
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$603,215
Amount contributed by the employer to the plan for this plan year2016-12-31$603,215
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$130,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$903,816
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,595,952
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,692,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,745,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,038,504
Value of interest in pooled separate accounts at end of year2016-12-31$202,892
Value of interest in pooled separate accounts at beginning of year2016-12-31$141,811
Interest earned on other investments2016-12-31$87,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,647,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,511,821
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$201,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$816,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$603,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$599,872
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WINDES, INC.
Accountancy firm EIN2016-12-31953001179
2015 : CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,071,995
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$401,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$401,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$751,941
Value of total assets at end of year2015-12-31$17,692,136
Value of total assets at beginning of year2015-12-31$17,021,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$65,568
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$56,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$56,951
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$594,591
Amount contributed by the employer to the plan for this plan year2015-12-31$594,591
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$157,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$670,555
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,692,136
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,021,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,038,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,742,837
Value of interest in pooled separate accounts at end of year2015-12-31$141,811
Value of interest in pooled separate accounts at beginning of year2015-12-31$108,455
Interest earned on other investments2015-12-31$65,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,511,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,170,289
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$81,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$197,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$594,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$319,888
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WINDES, INC.
Accountancy firm EIN2015-12-31953001179
2014 : CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,557,827
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$527,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$527,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$580,477
Value of total assets at end of year2014-12-31$17,021,581
Value of total assets at beginning of year2014-12-31$15,991,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$69,136
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$13,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$13,765
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$570,366
Amount contributed by the employer to the plan for this plan year2014-12-31$570,366
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,030,040
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,021,581
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,991,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,742,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,319,180
Value of interest in pooled separate accounts at end of year2014-12-31$108,455
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest earned on other investments2014-12-31$69,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,170,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,672,361
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$74,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$894,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$570,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$453,125
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WINDES, INC.
Accountancy firm EIN2014-12-31953001179
2013 : CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,598,432
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,196,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,189,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$649,447
Value of total assets at end of year2013-12-31$15,991,541
Value of total assets at beginning of year2013-12-31$14,589,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,350
Total interest from all sources2013-12-31$64,621
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$649,447
Amount contributed by the employer to the plan for this plan year2013-12-31$649,447
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,402,247
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,991,541
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,589,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,319,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,913,372
Interest earned on other investments2013-12-31$64,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,672,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,675,922
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$312,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,884,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$649,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$877,200
Contract administrator fees2013-12-31$6,350
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WINDES, INC.
Accountancy firm EIN2013-12-31953001179
2011 : CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$849,680
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$415,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$415,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$707,244
Value of total assets at end of year2011-12-31$13,302,084
Value of total assets at beginning of year2011-12-31$12,867,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$335
Total interest from all sources2011-12-31$57,271
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$154,020
Administrative expenses (other) incurred2011-12-31$335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$434,263
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,302,084
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,867,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,900,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,783,017
Interest earned on other investments2011-12-31$57,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,401,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,057,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-68,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$707,244
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$27,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$415,082
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WINDES & MCCLAUGHRY ACCTY. CORP.
Accountancy firm EIN2011-12-31953001179
2010 : CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,769,019
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$352,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$352,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$735,073
Value of total assets at end of year2010-12-31$12,867,821
Value of total assets at beginning of year2010-12-31$11,450,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$45,648
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$735,073
Amount contributed by the employer to the plan for this plan year2010-12-31$735,073
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$146,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,416,965
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,867,821
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,450,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,783,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,698,451
Interest earned on other investments2010-12-31$45,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,057,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,725,401
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$83,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$841,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$735,073
Employer contributions (assets) at end of year2010-12-31$27,110
Employer contributions (assets) at beginning of year2010-12-31$27,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$268,957
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WINDES & MCCLAUGHRY ACCTY. CORP.
Accountancy firm EIN2010-12-31953001179
2009 : CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$735,068
Amount contributed by the employer to the plan for this plan year2009-12-31$735,068

Form 5500 Responses for CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

2022: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2011: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500673
Policy instance 1
Insurance contract or identification number500673
Number of Individuals Covered281
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500673
Policy instance 1
Insurance contract or identification number500673
Number of Individuals Covered287
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500673
Policy instance 1
Insurance contract or identification number500673
Number of Individuals Covered290
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500673
Policy instance 1
Insurance contract or identification number500673
Number of Individuals Covered301
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500673
Policy instance 1
Insurance contract or identification number500673
Number of Individuals Covered312
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500673
Policy instance 1
Insurance contract or identification number500673
Number of Individuals Covered372
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3