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403(B) THRIFT PLAN OF CALIFORNIA CHARTER SCHOOLS ASSOCIATION 401k Plan overview

Plan Name403(B) THRIFT PLAN OF CALIFORNIA CHARTER SCHOOLS ASSOCIATION
Plan identification number 001

403(B) THRIFT PLAN OF CALIFORNIA CHARTER SCHOOLS ASSOCIATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

CALIFORNIA CHARTER SCHOOLS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA CHARTER SCHOOLS ASSOCIATION
Employer identification number (EIN):510465703
NAIC Classification:611000

Additional information about CALIFORNIA CHARTER SCHOOLS ASSOCIATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2003-05-15
Company Identification Number: C2434239
Legal Registered Office Address: 250 E. 1st Street, Suite 1000

Los Angeles
United States of America (USA)
90012

More information about CALIFORNIA CHARTER SCHOOLS ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF CALIFORNIA CHARTER SCHOOLS ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-07-01DANNY CORWIN2014-03-24 DANNY CORWIN2014-03-24
0012009-07-01ROBERT COONTZ
0012009-07-01 ROBERT COONTZ2011-04-08

Plan Statistics for 403(B) THRIFT PLAN OF CALIFORNIA CHARTER SCHOOLS ASSOCIATION

401k plan membership statisitcs for 403(B) THRIFT PLAN OF CALIFORNIA CHARTER SCHOOLS ASSOCIATION

Measure Date Value
2009: 403(B) THRIFT PLAN OF CALIFORNIA CHARTER SCHOOLS ASSOCIATION 2009 401k membership
Total participants, beginning-of-year2009-07-0141
Total number of active participants reported on line 7a of the Form 55002009-07-0128
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0112
Total of all active and inactive participants2009-07-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0140
Number of participants with account balances2009-07-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on 403(B) THRIFT PLAN OF CALIFORNIA CHARTER SCHOOLS ASSOCIATION

Measure Date Value
2012 : 403(B) THRIFT PLAN OF CALIFORNIA CHARTER SCHOOLS ASSOCIATION 2012 401k financial data
Total income from all sources2012-06-30$-6,214
Expenses. Total of all expenses incurred2012-06-30$69,105
Benefits paid (including direct rollovers)2012-06-30$68,468
Total plan assets at end of year2012-06-30$784,541
Total plan assets at beginning of year2012-06-30$859,860
Expenses. Other expenses not covered elsewhere2012-06-30$637
Other income received2012-06-30$-6,214
Net income (gross income less expenses)2012-06-30$-75,319
Net plan assets at end of year (total assets less liabilities)2012-06-30$784,541
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$859,860
2011 : 403(B) THRIFT PLAN OF CALIFORNIA CHARTER SCHOOLS ASSOCIATION 2011 401k financial data
Total income from all sources2011-06-30$195,123
Expenses. Total of all expenses incurred2011-06-30$241,333
Benefits paid (including direct rollovers)2011-06-30$240,568
Total plan assets at end of year2011-06-30$859,860
Total plan assets at beginning of year2011-06-30$906,070
Expenses. Other expenses not covered elsewhere2011-06-30$765
Other income received2011-06-30$195,123
Net income (gross income less expenses)2011-06-30$-46,210
Net plan assets at end of year (total assets less liabilities)2011-06-30$859,860
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$906,070
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : 403(B) THRIFT PLAN OF CALIFORNIA CHARTER SCHOOLS ASSOCIATION 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for 403(B) THRIFT PLAN OF CALIFORNIA CHARTER SCHOOLS ASSOCIATION

2009: 403(B) THRIFT PLAN OF CALIFORNIA CHARTER SCHOOLS ASSOCIATION 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056347-J
Policy instance 1
Insurance contract or identification number056347-J
Number of Individuals Covered34
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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