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| Plan Name | CALIFORNIA CASA ASSOCIATION 403(B) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | CALIFORNIA COURT APPOINTED SPECIAL ADVOCATE ASSOCIATION |
| Employer identification number (EIN): | 680163010 |
| NAIC Classification: | 541190 |
Additional information about CALIFORNIA COURT APPOINTED SPECIAL ADVOCATE ASSOCIATION
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 1987-12-04 |
| Company Identification Number: | C1500085 |
| Legal Registered Office Address: |
47 Liberty Dock Sausalito United States of America (USA) 94965 |
More information about CALIFORNIA COURT APPOINTED SPECIAL ADVOCATE ASSOCIATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JOAN REILLY | 2024-07-15 | ||
| 001 | 2022-01-01 | JOAN REILLY | 2023-07-26 | ||
| 001 | 2021-01-01 | SHARON LAWRENCE | 2022-07-20 | ||
| 001 | 2020-01-01 | SHARON LAWRENCE | 2021-07-07 | ||
| 001 | 2019-01-01 | SHARON LAWRENCE | 2020-07-29 | ||
| 001 | 2018-01-01 | SHARON LAWRENCE | 2019-07-17 |
| Measure | Date | Value |
|---|---|---|
| 2025: CALIFORNIA CASA ASSOCIATION 403(B) PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-07-14 | 22 |
| Total number of particpants at end of year | 2025-07-14 | 21 |
| Number of Participants With Account Balances | 2025-07-14 | 18 |
| 2024: CALIFORNIA CASA ASSOCIATION 403(B) PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-15 | 17 |
| Total number of particpants at end of year | 2024-07-15 | 22 |
| Number of Participants With Account Balances | 2024-07-15 | 16 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CALIFORNIA CASA ASSOCIATION 403(B) PLAN 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-07-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-14 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-14 | 10019 |
| Net assets as of the end of the plan year | 2025-07-14 | 976192 |
| Total assets as of the beginning of the plan year | 2025-07-14 | 686990 |
| Value of plan covered by a fidelity bond | 2025-07-14 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-14 | 165669 |
| Other contributions to plan in this plan year | 2025-07-14 | 2269 |
| Other income to plan in this plan year | 2025-07-14 | 89834 |
| Plan net income in this plan year | 2025-07-14 | 289202 |
| Net assets as of the end of the plan year | 2025-07-14 | 976192 |
| Net assets as of the beginning of the plan year | 2025-07-14 | 686990 |
| Employer contributions to plan in this plan year | 2025-07-14 | 41449 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-14 | 7940 |
| 2024 : CALIFORNIA CASA ASSOCIATION 403(B) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-15 | 4838 |
| Net assets as of the end of the plan year | 2024-07-15 | 686990 |
| Total assets as of the beginning of the plan year | 2024-07-15 | 404624 |
| Value of plan covered by a fidelity bond | 2024-07-15 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-15 | 128606 |
| Other expenses paid from plan in this plan year | 2024-07-15 | 0 |
| Other contributions to plan in this plan year | 2024-07-15 | 49304 |
| Other income to plan in this plan year | 2024-07-15 | 77086 |
| Plan net income in this plan year | 2024-07-15 | 282366 |
| Net assets as of the end of the plan year | 2024-07-15 | 686990 |
| Net assets as of the beginning of the plan year | 2024-07-15 | 404624 |
| Employer contributions to plan in this plan year | 2024-07-15 | 32208 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-15 | 4838 |