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Plan Name | SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SILICON VALLEY COMMUNITY FOUNDATION |
Employer identification number (EIN): | 205205488 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about SILICON VALLEY COMMUNITY FOUNDATION
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 2006-07-13 |
Company Identification Number: | C2887672 |
Legal Registered Office Address: |
2440 W El Camino Real, Suite 300 Mountain View United States of America (USA) 94040 |
More information about SILICON VALLEY COMMUNITY FOUNDATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | PAUL VELASKI | |||
001 | 2016-01-01 | PAUL VELASKI | PAUL VELASKI | 2017-10-13 | |
001 | 2015-01-01 | DAIVA NATOCHY | DAIVA NATOCHY | 2016-10-17 | |
001 | 2014-01-01 | DON AGUILAR | DON AGUILAR | 2015-09-25 | |
001 | 2012-01-01 | DON AGUILAR | DON AGUILAR | 2013-10-15 | |
001 | 2011-01-01 | VERA BENNETT | VERA BENNETT | 2012-07-26 | |
001 | 2010-01-01 | VERA BENNETT | VERA BENNETT | 2011-09-23 | |
001 | 2009-01-01 | VERA BENNETT | VERA BENNETT | 2010-10-11 |
Measure | Date | Value |
---|---|---|
2022: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 283 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 122 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 140 |
Total of all active and inactive participants | 2022-01-01 | 262 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 263 |
Number of participants with account balances | 2022-01-01 | 243 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 8 |
2021: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 307 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 120 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 27 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 166 |
Total of all active and inactive participants | 2021-01-01 | 313 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 314 |
Number of participants with account balances | 2021-01-01 | 299 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 334 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 145 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 179 |
Total of all active and inactive participants | 2020-01-01 | 326 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 326 |
Number of participants with account balances | 2020-01-01 | 307 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 332 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 162 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 168 |
Total of all active and inactive participants | 2019-01-01 | 334 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 334 |
Number of participants with account balances | 2019-01-01 | 299 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 308 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 182 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 148 |
Total of all active and inactive participants | 2018-01-01 | 332 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 332 |
Number of participants with account balances | 2018-01-01 | 284 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 338 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 166 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 139 |
Total of all active and inactive participants | 2017-01-01 | 308 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 308 |
Number of participants with account balances | 2017-01-01 | 268 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 279 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 225 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 108 |
Total of all active and inactive participants | 2016-01-01 | 337 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 338 |
Number of participants with account balances | 2016-01-01 | 261 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 237 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 189 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 83 |
Total of all active and inactive participants | 2015-01-01 | 278 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 279 |
Number of participants with account balances | 2015-01-01 | 227 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 167 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 164 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 72 |
Total of all active and inactive participants | 2014-01-01 | 236 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 237 |
Number of participants with account balances | 2014-01-01 | 197 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2012: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 168 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 122 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 51 |
Total of all active and inactive participants | 2012-01-01 | 173 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 173 |
Number of participants with account balances | 2012-01-01 | 155 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 142 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 126 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 42 |
Total of all active and inactive participants | 2011-01-01 | 168 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 168 |
Number of participants with account balances | 2011-01-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 134 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 45 |
Total of all active and inactive participants | 2010-01-01 | 141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 141 |
Number of participants with account balances | 2010-01-01 | 120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 166 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 90 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 44 |
Total of all active and inactive participants | 2009-01-01 | 134 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 134 |
Number of participants with account balances | 2009-01-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-518,947 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $5,308,947 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,270,245 |
Value of total corrective distributions | 2022-12-31 | $3,333 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,330,188 |
Value of total assets at end of year | 2022-12-31 | $21,559,867 |
Value of total assets at beginning of year | 2022-12-31 | $27,387,761 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $35,369 |
Total interest from all sources | 2022-12-31 | $8,617 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $482,863 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $482,863 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,191,969 |
Participant contributions at end of year | 2022-12-31 | $122,756 |
Participant contributions at beginning of year | 2022-12-31 | $147,773 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $508,531 |
Other income not declared elsewhere | 2022-12-31 | $-19,446 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-5,827,894 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $21,559,867 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $27,387,761 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $21,437,111 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $27,239,988 |
Interest on participant loans | 2022-12-31 | $8,617 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,321,169 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $629,688 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,270,245 |
Contract administrator fees | 2022-12-31 | $35,369 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2022-12-31 | 910189318 |
2021 : SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $5,216,553 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,547,771 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,531,264 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,828,895 |
Value of total assets at end of year | 2021-12-31 | $27,387,761 |
Value of total assets at beginning of year | 2021-12-31 | $24,718,979 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $16,507 |
Total interest from all sources | 2021-12-31 | $5,374 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,861,382 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,861,382 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,061,777 |
Participant contributions at end of year | 2021-12-31 | $147,773 |
Participant contributions at beginning of year | 2021-12-31 | $74,018 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $105,025 |
Other income not declared elsewhere | 2021-12-31 | $-8,929 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,668,782 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $27,387,761 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $24,718,979 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $27,239,988 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $24,644,961 |
Interest on participant loans | 2021-12-31 | $5,374 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $529,831 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $662,093 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,531,264 |
Contract administrator fees | 2021-12-31 | $16,507 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2021-12-31 | 910189318 |
2020 : SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $5,049,492 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,469,308 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,453,589 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,977,078 |
Value of total assets at end of year | 2020-12-31 | $24,719,409 |
Value of total assets at beginning of year | 2020-12-31 | $21,139,225 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $15,719 |
Total interest from all sources | 2020-12-31 | $4,723 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $687,142 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $687,142 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,140,254 |
Participant contributions at end of year | 2020-12-31 | $74,018 |
Participant contributions at beginning of year | 2020-12-31 | $115,439 |
Participant contributions at end of year | 2020-12-31 | $74 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $208,267 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,580,184 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $24,719,409 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $21,139,225 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $24,644,961 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $21,023,786 |
Interest on participant loans | 2020-12-31 | $4,723 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,380,549 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $628,557 |
Employer contributions (assets) at end of year | 2020-12-31 | $356 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,453,589 |
Contract administrator fees | 2020-12-31 | $15,719 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2020-12-31 | 910189318 |
2019 : SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at 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 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $5,864,099 |
Total income from all sources (including contributions) | 2019-12-31 | $5,864,099 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,425,580 |
Total of all expenses incurred | 2019-12-31 | $2,425,580 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,410,806 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,410,806 |
Value of total corrective distributions | 2019-12-31 | $92 |
Value of total corrective distributions | 2019-12-31 | $92 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,912,590 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,912,590 |
Value of total assets at end of year | 2019-12-31 | $21,139,225 |
Value of total assets at end of year | 2019-12-31 | $21,139,225 |
Value of total assets at beginning of year | 2019-12-31 | $17,700,706 |
Value of total assets at beginning of year | 2019-12-31 | $17,700,706 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $14,682 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $14,682 |
Total interest from all sources | 2019-12-31 | $6,133 |
Total interest from all sources | 2019-12-31 | $6,133 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $665,092 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $665,092 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $665,092 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $665,092 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,212,673 |
Contributions received from participants | 2019-12-31 | $1,212,673 |
Participant contributions at end of year | 2019-12-31 | $115,439 |
Participant contributions at end of year | 2019-12-31 | $115,439 |
Participant contributions at beginning of year | 2019-12-31 | $118,455 |
Participant contributions at beginning of year | 2019-12-31 | $118,455 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $47,046 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $47,046 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,438,519 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $21,139,225 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $21,139,225 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $17,700,706 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $17,700,706 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $21,023,786 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $21,023,786 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $17,582,251 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $17,582,251 |
Interest on participant loans | 2019-12-31 | $6,133 |
Interest on participant loans | 2019-12-31 | $6,133 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,280,284 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,280,284 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $652,871 |
Contributions received in cash from employer | 2019-12-31 | $652,871 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,410,806 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,410,806 |
Contract administrator fees | 2019-12-31 | $14,682 |
Contract administrator fees | 2019-12-31 | $14,682 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MOSS ADAMS LLP |
Accountancy firm name | 2019-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2019-12-31 | 910189318 |
Accountancy firm EIN | 2019-12-31 | 910189318 |
2018 : SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $836,600 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,602,066 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,588,532 |
Value of total corrective distributions | 2018-12-31 | $117 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,033,385 |
Value of total assets at end of year | 2018-12-31 | $17,700,706 |
Value of total assets at beginning of year | 2018-12-31 | $18,466,172 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $13,417 |
Total interest from all sources | 2018-12-31 | $4,345 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $635,566 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,028,862 |
Participant contributions at end of year | 2018-12-31 | $118,455 |
Participant contributions at beginning of year | 2018-12-31 | $123,760 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $398,231 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-765,466 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $17,700,706 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $18,466,172 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $17,582,251 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $18,342,412 |
Interest on participant loans | 2018-12-31 | $4,345 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,836,696 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $606,292 |
Income. Dividends from common stock | 2018-12-31 | $635,566 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,588,532 |
Contract administrator fees | 2018-12-31 | $13,417 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2018-12-31 | 910189318 |
2017 : SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $4,479,982 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,087,451 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,073,793 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,674,396 |
Value of total assets at end of year | 2017-12-31 | $18,466,172 |
Value of total assets at beginning of year | 2017-12-31 | $16,073,641 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $13,658 |
Total interest from all sources | 2017-12-31 | $5,179 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $511,962 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $511,962 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $929,971 |
Participant contributions at end of year | 2017-12-31 | $123,760 |
Participant contributions at beginning of year | 2017-12-31 | $124,864 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $123,043 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,392,531 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $18,466,172 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $16,073,641 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $18,342,412 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $15,948,777 |
Interest on participant loans | 2017-12-31 | $5,179 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,288,445 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $621,382 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,073,793 |
Contract administrator fees | 2017-12-31 | $13,658 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2017-12-31 | 910189318 |
2016 : SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $2,842,127 |
Total of all expenses incurred | 2016-12-31 | $433,501 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $423,631 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,541,928 |
Value of total assets at end of year | 2016-12-31 | $16,073,641 |
Value of total assets at beginning of year | 2016-12-31 | $13,665,015 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $9,870 |
Total interest from all sources | 2016-12-31 | $7,207 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $461,966 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $461,966 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $911,247 |
Participant contributions at end of year | 2016-12-31 | $124,864 |
Participant contributions at beginning of year | 2016-12-31 | $149,954 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $11,579 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,408,626 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $16,073,641 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $13,665,015 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $15,948,777 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $13,515,061 |
Interest on participant loans | 2016-12-31 | $7,207 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $831,026 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $619,102 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $423,631 |
Contract administrator fees | 2016-12-31 | $9,870 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2016-12-31 | 910189318 |
2015 : SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2015 401k financial data | ||
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 | $1,524,612 |
Total of all expenses incurred | 2015-12-31 | $2,646,747 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,636,527 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,643,367 |
Value of total assets at end of year | 2015-12-31 | $13,665,015 |
Value of total assets at beginning of year | 2015-12-31 | $14,787,150 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $10,220 |
Total interest from all sources | 2015-12-31 | $18,888 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $554,866 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $554,866 |
Was this plan covered by a fidelity bond | 2015-12-31 | No |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $940,358 |
Participant contributions at end of year | 2015-12-31 | $149,954 |
Participant contributions at beginning of year | 2015-12-31 | $207,891 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $124,723 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,122,135 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $13,665,015 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $14,787,150 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $13,515,061 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $14,575,282 |
Interest on participant loans | 2015-12-31 | $18,888 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-692,509 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $578,286 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $3,977 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,636,527 |
Contract administrator fees | 2015-12-31 | $10,220 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2015-12-31 | 910189318 |
2014 : SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $2,367,283 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $541,992 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $534,432 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,428,969 |
Value of total assets at end of year | 2014-12-31 | $14,787,150 |
Value of total assets at beginning of year | 2014-12-31 | $12,961,859 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $7,560 |
Total interest from all sources | 2014-12-31 | $9,711 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $392,456 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $392,456 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $783,492 |
Participant contributions at end of year | 2014-12-31 | $207,891 |
Participant contributions at beginning of year | 2014-12-31 | $149,944 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $144,667 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,825,291 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $14,787,150 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,961,859 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $14,575,282 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $12,811,915 |
Interest on participant loans | 2014-12-31 | $9,711 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $536,147 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2014-12-31 | $0 |
Contributions received in cash from employer | 2014-12-31 | $500,810 |
Employer contributions (assets) at end of year | 2014-12-31 | $3,977 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $534,432 |
Contract administrator fees | 2014-12-31 | $7,560 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $0 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2014-12-31 | 910189318 |
2013 : SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2013 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $9,400 |
Total income from all sources (including contributions) | 2013-12-31 | $3,626,986 |
Total of all expenses incurred | 2013-12-31 | $654,925 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $646,541 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,503,153 |
Value of total assets at end of year | 2013-12-31 | $12,961,859 |
Value of total assets at beginning of year | 2013-12-31 | $9,999,198 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $8,384 |
Total interest from all sources | 2013-12-31 | $6,555 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $210,940 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $210,940 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $661,286 |
Participant contributions at end of year | 2013-12-31 | $149,944 |
Participant contributions at beginning of year | 2013-12-31 | $113,610 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $401,208 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $9,400 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,972,061 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $12,961,859 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,989,798 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $12,811,915 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $9,885,422 |
Interest on participant loans | 2013-12-31 | $6,555 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,906,338 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $440,659 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $166 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $646,541 |
Contract administrator fees | 2013-12-31 | $8,384 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
2012 : SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2012 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $9,400 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,199,700 |
Total of all expenses incurred | 2012-12-31 | $234,586 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $229,331 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,021,024 |
Value of total assets at end of year | 2012-12-31 | $9,999,198 |
Value of total assets at beginning of year | 2012-12-31 | $8,024,684 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $5,255 |
Total interest from all sources | 2012-12-31 | $4,962 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $216,433 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $216,433 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $570,402 |
Participant contributions at end of year | 2012-12-31 | $113,610 |
Participant contributions at beginning of year | 2012-12-31 | $100,729 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $81,342 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $9,400 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,965,114 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,989,798 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,024,684 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $9,885,422 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $7,923,546 |
Interest on participant loans | 2012-12-31 | $4,962 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $957,281 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $369,280 |
Employer contributions (assets) at end of year | 2012-12-31 | $166 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $409 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $229,331 |
Contract administrator fees | 2012-12-31 | $5,255 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2012-12-31 | 910189318 |
2011 : SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2011 401k financial data | ||
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 | $2,901 |
Total income from all sources (including contributions) | 2011-12-31 | $1,368,330 |
Total of all expenses incurred | 2011-12-31 | $332,038 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $325,692 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,503,808 |
Value of total assets at end of year | 2011-12-31 | $8,024,684 |
Value of total assets at beginning of year | 2011-12-31 | $6,991,293 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $6,346 |
Total interest from all sources | 2011-12-31 | $4,413 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $175,761 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $175,761 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $494,999 |
Participant contributions at end of year | 2011-12-31 | $100,729 |
Participant contributions at beginning of year | 2011-12-31 | $52,380 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $675,556 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $2,901 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,036,292 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,024,684 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,988,392 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $7,923,546 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,938,913 |
Interest on participant loans | 2011-12-31 | $4,413 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-315,652 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $333,253 |
Employer contributions (assets) at end of year | 2011-12-31 | $409 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $325,692 |
Contract administrator fees | 2011-12-31 | $6,346 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2011-12-31 | 910189318 |
2010 : SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $2,901 |
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 | $1,551,265 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $413,921 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $407,534 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $727,590 |
Value of total assets at end of year | 2010-12-31 | $6,991,293 |
Value of total assets at beginning of year | 2010-12-31 | $5,851,048 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $6,387 |
Total interest from all sources | 2010-12-31 | $2,890 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $121,434 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $121,434 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $399,592 |
Participant contributions at end of year | 2010-12-31 | $52,380 |
Participant contributions at beginning of year | 2010-12-31 | $45,896 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $946 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $2,901 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,137,344 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $6,988,392 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,851,048 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $6,938,913 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $5,804,587 |
Interest on participant loans | 2010-12-31 | $2,890 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $699,351 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $327,052 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $565 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $407,534 |
Contract administrator fees | 2010-12-31 | $6,387 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2010-12-31 | 910189318 |
2022: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |