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CALIFORNIA EMERGING TECHNOLOGY FUND 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameCALIFORNIA EMERGING TECHNOLOGY FUND 401(K) RETIREMENT PLAN
Plan identification number 001

CALIFORNIA EMERGING TECHNOLOGY FUND 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CALIFORNIA EMERGING TECHNOLOGY FUND has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA EMERGING TECHNOLOGY FUND
Employer identification number (EIN):205184429
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about CALIFORNIA EMERGING TECHNOLOGY FUND

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2880651

More information about CALIFORNIA EMERGING TECHNOLOGY FUND

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA EMERGING TECHNOLOGY FUND 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01RICHARD MOTTA2024-10-09
0012022-07-01RICHARD MOTTA2023-10-09
0012021-07-01RICHARD MOTTA2022-08-09 RICHARD MOTTA2022-08-09
0012020-07-01SUNNE WRIGHT MCPEAK2021-09-24
0012019-07-01SUNNE WRIGHT MCPEAK2020-09-29
0012018-07-01SUNNE WRIGHT MCPEAK2019-09-04
0012017-07-01SUNNE WRIGHT MCPEAK2018-08-28
0012016-07-01SUNNE WRIGHT MCPEAK2017-08-16
0012015-07-01SUNNE WRIGHT MCPEAK2016-09-01
0012014-07-01SUNNE WRIGHT MCPEAK2015-08-14
0012013-07-01SUNNE WRIGHT MCPEAK2014-07-28
0012012-07-01SUNNE WRIGHT MCPEAK2013-08-08
0012011-07-01SUNNE WRIGHT MCPEAK2012-08-31
0012010-07-01SUNNE WRIGHT MCPEAK2011-09-01

Plan Statistics for CALIFORNIA EMERGING TECHNOLOGY FUND 401(K) RETIREMENT PLAN

401k plan membership statisitcs for CALIFORNIA EMERGING TECHNOLOGY FUND 401(K) RETIREMENT PLAN

Measure Date Value
2025: CALIFORNIA EMERGING TECHNOLOGY FUND 401(K) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1516
Total number of particpants at end of year2025-10-1516
Number of Participants With Account Balances2025-10-1516
2024: CALIFORNIA EMERGING TECHNOLOGY FUND 401(K) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0915
Total number of particpants at end of year2024-10-0915
Number of Participants With Account Balances2024-10-0915

Financial Data on CALIFORNIA EMERGING TECHNOLOGY FUND 401(K) RETIREMENT PLAN

Measure Date Value
2025 : CALIFORNIA EMERGING TECHNOLOGY FUND 401(K) RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-15132780
Net assets as of the end of the plan year2025-10-157069644
Total assets as of the beginning of the plan year2025-10-155901300
Value of plan covered by a fidelity bond2025-10-15500000
Participant contributions to plan in this plan year2025-10-15169800
Other income to plan in this plan year2025-10-15853101
Plan net income in this plan year2025-10-151168344
Net assets as of the end of the plan year2025-10-157069644
Net assets as of the beginning of the plan year2025-10-155901300
Employer contributions to plan in this plan year2025-10-15278223
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-15105
2024 : CALIFORNIA EMERGING TECHNOLOGY FUND 401(K) RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-092328
Net assets as of the end of the plan year2024-10-095901300
Total assets as of the beginning of the plan year2024-10-094666128
Value of plan covered by a fidelity bond2024-10-09500000
Participant contributions to plan in this plan year2024-10-09218300
Other income to plan in this plan year2024-10-09751279
Plan net income in this plan year2024-10-091235172
Net assets as of the end of the plan year2024-10-095901300
Net assets as of the beginning of the plan year2024-10-094666128
Employer contributions to plan in this plan year2024-10-09267921
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0920

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