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CALIFORNIA CATHOLIC CONFERENCE 401(K) PLAN 401k Plan overview

Plan NameCALIFORNIA CATHOLIC CONFERENCE 401(K) PLAN
Plan identification number 001

CALIFORNIA CATHOLIC CONFERENCE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 CATHOLIC CONFERENCE has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA CATHOLIC CONFERENCE
Employer identification number (EIN):271530655
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 CATHOLIC CONFERENCE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CAROL DEPHILLIP2024-05-28
0012022-01-01CAROL DEPHILLIP2023-06-13
0012021-01-01CAROL DEPHILLIP2022-07-11
0012020-01-01JEANNIE RAMIREZ2021-07-09
0012019-01-01JEANNIE RAMIREZ2020-07-27
0012018-01-01JEANNIE RAMIREZ2019-07-30
0012017-01-01
0012016-01-01BARBARA CASELLI2017-07-10
0012015-01-01BARBARA CASELLI2016-07-12
0012014-01-01BARBARA CASELLI2015-07-08
0012013-01-01BARBARA CASELLI2014-07-09

Plan Statistics for CALIFORNIA CATHOLIC CONFERENCE 401(K) PLAN

401k plan membership statisitcs for CALIFORNIA CATHOLIC CONFERENCE 401(K) PLAN

Measure Date Value
2025: CALIFORNIA CATHOLIC CONFERENCE 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-0418
Total number of particpants at end of year2025-06-0418
Number of Participants With Account Balances2025-06-0417
2024: CALIFORNIA CATHOLIC CONFERENCE 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-2818
Total number of particpants at end of year2024-05-2818
Number of Participants With Account Balances2024-05-2818
2022: CALIFORNIA CATHOLIC CONFERENCE 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-1116
Total number of particpants at end of year2022-07-1116
Number of Participants With Account Balances2022-07-1115

Financial Data on CALIFORNIA CATHOLIC CONFERENCE 401(K) PLAN

Measure Date Value
2025 : CALIFORNIA CATHOLIC CONFERENCE 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-04413325
Net assets as of the end of the plan year2025-06-041323372
Total assets as of the beginning of the plan year2025-06-041514842
Value of plan covered by a fidelity bond2025-06-04152000
Participant contributions to plan in this plan year2025-06-0463833
Other income to plan in this plan year2025-06-0486572
Plan net income in this plan year2025-06-04-191470
Net assets as of the end of the plan year2025-06-041323372
Net assets as of the beginning of the plan year2025-06-041514842
Employer contributions to plan in this plan year2025-06-0471450
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-049621
2024 : CALIFORNIA CATHOLIC CONFERENCE 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-2825208
Net assets as of the end of the plan year2024-05-281514842
Total assets as of the beginning of the plan year2024-05-281289763
Value of plan covered by a fidelity bond2024-05-28129000
Participant contributions to plan in this plan year2024-05-2858137
Other income to plan in this plan year2024-05-28121453
Plan net income in this plan year2024-05-28225079
Net assets as of the end of the plan year2024-05-281514842
Net assets as of the beginning of the plan year2024-05-281289763
Employer contributions to plan in this plan year2024-05-2870697
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-289608
2022 : CALIFORNIA CATHOLIC CONFERENCE 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-11219143
Net assets as of the end of the plan year2022-07-111398485
Total assets as of the beginning of the plan year2022-07-111393338
Value of plan covered by a fidelity bond2022-07-11140000
Participant contributions to plan in this plan year2022-07-1183914
Value of participant loans at end of plan year2022-07-117026
Other income to plan in this plan year2022-07-1190165
Plan net income in this plan year2022-07-115147
Net assets as of the end of the plan year2022-07-111398485
Net assets as of the beginning of the plan year2022-07-111393338
Employer contributions to plan in this plan year2022-07-1150211
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-119392

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