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CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INC DBA CALSAE RETIREMENT TRUST 401k Plan overview

Plan NameCALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INC DBA CALSAE RETIREMENT TRUST
Plan identification number 001

CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INC DBA CALSAE RETIREMENT TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 SOCIETY OF ASSOCIATION EXECUTIVES INC DBA CALSAE has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INC DBA CALSAE
Employer identification number (EIN):680001795
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INC DBA CALSAE RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JESSICA BARKER2024-07-15
0012022-01-01ANDERSON2023-07-03
0012021-01-01CALSAE RETIREMENT TRUST2022-07-26
0012020-01-01JAMES F. ANDERSON2021-02-18
0012019-01-01JAMES F. ANDERSON2020-07-30
0012018-01-01JAMES F. ANDERSON2019-03-05
0012017-01-01JAMES F. ANDERSON2018-02-07
0012016-01-01JAMES F. ANDERSON2017-04-03
0012015-01-01JAMES F. ANDERSON2016-07-01
0012014-01-01JAMES F. ANDERSON2015-03-23
0012013-01-01JAMES F. ANDERSON2014-05-12
0012012-01-01JAMES F. ANDERSON2013-08-08
0012011-01-01JAMES F. ANDERSON2012-04-16
0012010-01-01JAMES F. ANDERSON2011-06-09

Plan Statistics for CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INC DBA CALSAE RETIREMENT TRUST

401k plan membership statisitcs for CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INC DBA CALSAE RETIREMENT TRUST

Measure Date Value
2025: CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INC DBA CALSAE RETIREMENT TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-107
Total number of particpants at end of year2025-07-106
Number of Participants With Account Balances2025-07-106
2024: CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INC DBA CALSAE RETIREMENT TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-156
Total number of particpants at end of year2024-07-156
Number of Participants With Account Balances2024-07-156

Financial Data on CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INC DBA CALSAE RETIREMENT TRUST

Measure Date Value
2025 : CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INC DBA CALSAE RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-10221191
Net assets as of the end of the plan year2025-07-101444769
Total assets as of the beginning of the plan year2025-07-101375506
Value of plan covered by a fidelity bond2025-07-100
Participant contributions to plan in this plan year2025-07-1050415
Value of participant loans at end of plan year2025-07-100
Other contributions to plan in this plan year2025-07-100
Other income to plan in this plan year2025-07-10208631
Plan net income in this plan year2025-07-1069263
Net assets as of the end of the plan year2025-07-101444769
Net assets as of the beginning of the plan year2025-07-101375506
Employer contributions to plan in this plan year2025-07-1031408
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-101081
2024 : CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INC DBA CALSAE RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-15932
Net assets as of the end of the plan year2024-07-151375506
Total assets as of the beginning of the plan year2024-07-151093008
Value of plan covered by a fidelity bond2024-07-15100000
Participant contributions to plan in this plan year2024-07-1568352
Value of participant loans at end of plan year2024-07-152128
Other contributions to plan in this plan year2024-07-150
Other income to plan in this plan year2024-07-15182228
Plan net income in this plan year2024-07-15282498
Net assets as of the end of the plan year2024-07-151375506
Net assets as of the beginning of the plan year2024-07-151093008
Employer contributions to plan in this plan year2024-07-1532850
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-15932

Potentially related plans

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