401k Plan data: STANFORD SIERRA YOUTH & FAMILIES 403B PLAN plan

STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 401k Plan overview

Plan Name	STANFORD SIERRA YOUTH & FAMILIES 403B PLAN
Plan identification number	001

STANFORD SIERRA YOUTH & FAMILIES 403B PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

STANFORD YOUTH SOLUTIONS has sponsored the creation of one or more 401k plans.

Company Name: STANFORD YOUTH SOLUTIONS

Employer identification number (EIN): 680065690

NAIC Classification: 624200

Additional information about STANFORD YOUTH SOLUTIONS

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1244151

More information about STANFORD YOUTH SOLUTIONS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STANFORD SIERRA YOUTH & FAMILIES 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01 KIMBERLY WOODS BURCH 2023-04-12 JOVINA V. NEVES 2023-04-13
001 2020-07-01 KIMBERLY WOODS-BURCH 2022-04-11 KIMBERLY WOODS-BURCH 2022-04-11
001 2019-07-01 KIMBERLY WOODS-BURCH 2021-04-12 KIMBERLY WOODS-BURCH 2021-04-12
001 2018-07-01 KIMBERLY WOODS-BURCH 2020-05-29 KIMBERLY WOODS-BURCH 2020-05-29
001 2017-07-01
001 2017-07-01
001 2016-07-01 KIMBERLY WOODS-BURCH
001 2015-07-01 KIMBERLY WOODS-BURCH 2016-11-17
001 2014-07-01 KIMBERLY WOODS-BURCH 2015-11-15
001 2013-07-01 JOVINA NEVES PACAS 2014-11-13
001 2012-07-01 SUSAN DAVINI 2013-10-29
001 2011-07-01 SUSAN DAVINI 2012-11-13
001 2010-07-01 SUSAN DAVINI 2012-01-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-07-01	KIMBERLY WOODS BURCH	2023-04-12	JOVINA V. NEVES	2023-04-13
001	2020-07-01	KIMBERLY WOODS-BURCH	2022-04-11	KIMBERLY WOODS-BURCH	2022-04-11
001	2019-07-01	KIMBERLY WOODS-BURCH	2021-04-12	KIMBERLY WOODS-BURCH	2021-04-12
001	2018-07-01	KIMBERLY WOODS-BURCH	2020-05-29	KIMBERLY WOODS-BURCH	2020-05-29
001	2017-07-01
001	2017-07-01
001	2016-07-01	KIMBERLY WOODS-BURCH
001	2015-07-01	KIMBERLY WOODS-BURCH	2016-11-17
001	2014-07-01	KIMBERLY WOODS-BURCH	2015-11-15
001	2013-07-01	JOVINA NEVES PACAS	2014-11-13
001	2012-07-01	SUSAN DAVINI	2013-10-29
001	2011-07-01	SUSAN DAVINI	2012-11-13
001	2010-07-01	SUSAN DAVINI	2012-01-05

Plan Statistics for STANFORD SIERRA YOUTH & FAMILIES 403B PLAN

401k plan membership statisitcs for STANFORD SIERRA YOUTH & FAMILIES 403B PLAN

Measure Date Value
2021: STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 302
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 201
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 118
Total of all active and inactive participants 2021-07-01 319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 319
Number of participants with account balances 2021-07-01 287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 28
2020: STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 277
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 214
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 86
Total of all active and inactive participants 2020-07-01 300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 300
Number of participants with account balances 2020-07-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 22
2019: STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 179
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 164
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 66
Total of all active and inactive participants 2019-07-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 230
Number of participants with account balances 2019-07-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 15
2018: STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 155
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 133
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 48
Total of all active and inactive participants 2018-07-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 181
Number of participants with account balances 2018-07-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 8
2017: STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 121
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 104
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 40
Total of all active and inactive participants 2017-07-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 144
Number of participants with account balances 2017-07-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 8
2016: STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 122
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 113
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 14
Total of all active and inactive participants 2016-07-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 127
Number of participants with account balances 2016-07-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 2

Measure	Date	Value
2021: STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	302
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	201
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	118
Total of all active and inactive participants	2021-07-01	319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	319
Number of participants with account balances	2021-07-01	287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	28
2020: STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	277
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	214
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	86
Total of all active and inactive participants	2020-07-01	300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	300
Number of participants with account balances	2020-07-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	22
2019: STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	179
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	164
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	66
Total of all active and inactive participants	2019-07-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	230
Number of participants with account balances	2019-07-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	15
2018: STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	155
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	133
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	48
Total of all active and inactive participants	2018-07-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	181
Number of participants with account balances	2018-07-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	8
2017: STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	121
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	104
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	40
Total of all active and inactive participants	2017-07-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	144
Number of participants with account balances	2017-07-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	8
2016: STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	122
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	113
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	14
Total of all active and inactive participants	2016-07-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	127
Number of participants with account balances	2016-07-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	2

Financial Data on STANFORD SIERRA YOUTH & FAMILIES 403B PLAN

Measure	Date	Value
2022 : STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$1,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$4,532
Total income from all sources (including contributions)	2022-06-30	$159,887
Total loss/gain on sale of assets	2022-06-30	$-13,903
Total of all expenses incurred	2022-06-30	$231,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$220,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$922,655
Value of total assets at end of year	2022-06-30	$4,674,297
Value of total assets at beginning of year	2022-06-30	$4,748,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$10,471
Total interest from all sources	2022-06-30	$513
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$224,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$224,795
Administrative expenses professional fees incurred	2022-06-30	$2,073
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$475,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$600,701
Participant contributions at end of year	2022-06-30	$17,367
Participant contributions at beginning of year	2022-06-30	$3,425
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$1,401
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$0
Other income not declared elsewhere	2022-06-30	$-48
Liabilities. Value of operating payables at end of year	2022-06-30	$361
Liabilities. Value of operating payables at beginning of year	2022-06-30	$3,189
Total non interest bearing cash at end of year	2022-06-30	$0
Total non interest bearing cash at beginning of year	2022-06-30	$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	2022-06-30	No
Value of net income/loss	2022-06-30	$-71,122
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$4,672,868
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$4,743,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$8,398
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$4,334,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$4,415,245
Interest on participant loans	2022-06-30	$513
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-974,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$321,954
Employer contributions (assets) at end of year	2022-06-30	$321,954
Employer contributions (assets) at beginning of year	2022-06-30	$328,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$220,538
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$1,068
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$1,343
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Aggregate proceeds on sale of assets	2022-06-30	$9,672,605
Aggregate carrying amount (costs) on sale of assets	2022-06-30	$9,686,508
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	GILMORE & ASSOCIATES
Accountancy firm EIN	2022-06-30	943128112
2021 : STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$4,532
Total income from all sources (including contributions)	2021-06-30	$2,304,575
Total loss/gain on sale of assets	2021-06-30	$8,117
Total of all expenses incurred	2021-06-30	$76,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$69,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,525,832
Value of total assets at end of year	2021-06-30	$4,748,522
Value of total assets at beginning of year	2021-06-30	$2,516,152
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$6,964
Total interest from all sources	2021-06-30	$539
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$84,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$84,535
Administrative expenses professional fees incurred	2021-06-30	$4,764
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$255,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$509,124
Participant contributions at end of year	2021-06-30	$3,425
Participant contributions at beginning of year	2021-06-30	$13,377
Participant contributions at end of year	2021-06-30	$1,401
Participant contributions at beginning of year	2021-06-30	$16,492
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$688,257
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-06-30	$0
Other income not declared elsewhere	2021-06-30	$-27
Liabilities. Value of operating payables at end of year	2021-06-30	$3,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,227,838
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$4,743,990
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$2,516,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$2,200
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$4,415,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$2,270,909
Interest on participant loans	2021-06-30	$539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$6,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$6,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$685,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$328,451
Employer contributions (assets) at end of year	2021-06-30	$328,451
Employer contributions (assets) at beginning of year	2021-06-30	$209,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$69,773
Liabilities. Value of benefit claims payable at end of year	2021-06-30	$1,343
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Aggregate proceeds on sale of assets	2021-06-30	$77,157
Aggregate carrying amount (costs) on sale of assets	2021-06-30	$69,040
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	GILMORE & ASSOCIATES
Accountancy firm EIN	2021-06-30	943128112
2020 : STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$699,312
Total loss/gain on sale of assets	2020-06-30	$2,291
Total of all expenses incurred	2020-06-30	$52,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$50,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$578,893
Value of total assets at end of year	2020-06-30	$2,516,152
Value of total assets at beginning of year	2020-06-30	$1,869,627
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$1,990
Total interest from all sources	2020-06-30	$1,246
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$74,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$74,877
Administrative expenses professional fees incurred	2020-06-30	$900
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$190,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$369,804
Participant contributions at end of year	2020-06-30	$13,377
Participant contributions at beginning of year	2020-06-30	$16,249
Participant contributions at end of year	2020-06-30	$16,492
Participant contributions at beginning of year	2020-06-30	$12,656
Other income not declared elsewhere	2020-06-30	$897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$646,525
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$2,516,152
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$1,869,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$1,090
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$2,270,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$1,783,030
Interest on participant loans	2020-06-30	$1,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$6,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$41,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$209,089
Employer contributions (assets) at end of year	2020-06-30	$209,089
Employer contributions (assets) at beginning of year	2020-06-30	$57,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$50,797
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Aggregate proceeds on sale of assets	2020-06-30	$67,798
Aggregate carrying amount (costs) on sale of assets	2020-06-30	$65,507
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	GILMORE & ASSOCIATES
Accountancy firm EIN	2020-06-30	943128112
2019 : STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$418,278
Total of all expenses incurred	2019-06-30	$38,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$37,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$332,156
Value of total assets at end of year	2019-06-30	$1,869,627
Value of total assets at beginning of year	2019-06-30	$1,490,300
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$1,200
Total interest from all sources	2019-06-30	$1,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$150,000
If this is an individual account plan, was there a blackout period	2019-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$276,918
Participant contributions at end of year	2019-06-30	$16,249
Participant contributions at beginning of year	2019-06-30	$18,059
Participant contributions at end of year	2019-06-30	$12,656
Participant contributions at beginning of year	2019-06-30	$9,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$379,327
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$1,869,627
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$1,490,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$1,783,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$1,424,001
Interest on participant loans	2019-06-30	$1,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$85,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$55,238
Employer contributions (assets) at end of year	2019-06-30	$57,692
Employer contributions (assets) at beginning of year	2019-06-30	$38,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$37,751
Contract administrator fees	2019-06-30	$1,200
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	2019-06-30	Yes
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	GILMORE & ASSOCIATES, LLP
Accountancy firm EIN	2019-06-30	943128112
2018 : STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$404,082
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$147,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$126,952
Value of total corrective distributions	2018-06-30	$1,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$303,118
Value of total assets at end of year	2018-06-30	$1,490,300
Value of total assets at beginning of year	2018-06-30	$1,233,772
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$19,047
Total interest from all sources	2018-06-30	$182
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$124,000
If this is an individual account plan, was there a blackout period	2018-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$247,091
Participant contributions at end of year	2018-06-30	$18,059
Participant contributions at beginning of year	2018-06-30	$0
Participant contributions at end of year	2018-06-30	$9,920
Participant contributions at beginning of year	2018-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$16,126
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-06-30	$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	2018-06-30	No
Value of net income/loss	2018-06-30	$256,528
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$1,490,300
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$1,233,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$19,047
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$1,424,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$1,210,760
Interest on participant loans	2018-06-30	$182
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$100,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$39,901
Employer contributions (assets) at end of year	2018-06-30	$38,320
Employer contributions (assets) at beginning of year	2018-06-30	$23,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$126,952
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	2018-06-30	Yes
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	GILMORE & ASSOCIATES, LLP
Accountancy firm EIN	2018-06-30	943128112
2017 : STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-06-30	$0
Total transfer of assets from this plan	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$387,095
Total of all expenses incurred	2017-06-30	$34,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$24,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$247,553
Value of total assets at end of year	2017-06-30	$1,233,772
Value of total assets at beginning of year	2017-06-30	$881,633
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$10,790
Total interest from all sources	2017-06-30	$48
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$100,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$176,965
Participant contributions at beginning of year	2017-06-30	$2,990
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$6,870
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$47,576
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-06-30	$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	2017-06-30	No
Income. Non cash contributions	2017-06-30	$0
Value of net income/loss	2017-06-30	$352,139
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$1,233,772
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$881,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$10,790
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$1,210,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$853,819
Interest on participant loans	2017-06-30	$48
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$139,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$23,012
Employer contributions (assets) at end of year	2017-06-30	$23,012
Employer contributions (assets) at beginning of year	2017-06-30	$17,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$24,166
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	GILMORE & ASSOCIATES
Accountancy firm EIN	2017-06-30	943128112

Form 5500 Responses for STANFORD SIERRA YOUTH & FAMILIES 403B PLAN

2021: STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: STANFORD SIERRA YOUTH & FAMILIES 403B PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

370854-01

Policy instance

Insurance contract or identification number	370854-01
Number of Individuals Covered	0
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

370854-01

Policy instance

Insurance contract or identification number	370854-01
Number of Individuals Covered	3
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $6
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

370854-01

Policy instance

Insurance contract or identification number	370854-01
Number of Individuals Covered	3
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $10,243
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	STANFORD YOUTH SOLUTIONS
Employer identification number (EIN):	680065690
NAIC Classification:	624200

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1244151