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SUNGATE RETIREMENT PLAN 401k Plan overview

Plan NameSUNGATE RETIREMENT PLAN
Plan identification number 001

SUNGATE RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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

CHILDREN'S ADVOCACY AND FAMILY RESOURCES,INC.DBA SUNGATE has sponsored the creation of one or more 401k plans.

Company Name:CHILDREN'S ADVOCACY AND FAMILY RESOURCES,INC.DBA SUNGATE
Employer identification number (EIN):841233797
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNGATE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DIANA GOLDBERG2024-07-29
0012022-01-01DIANA GOLDBERG2023-10-09
0012021-01-01DIANA GOLDBERG2022-10-14
0012021-01-01DIANA GOLDBERG2023-01-20
0012020-01-01DIANA GOLDBERG2021-10-05
0012019-01-01DIANA GOLDBERG2020-07-07
0012018-01-01DIANA GOLDBERG2019-07-22
0012017-01-01DIANA GOLDBERG2018-07-29
0012016-01-01DIANA GOLDBERG2017-06-26
0012015-01-01DIANA GOLDBERG2016-10-21
0012015-01-01DIANA GOLDBERG2016-10-18
0012014-01-01DIANA GOLDBERG2015-08-07
0012013-01-01DIANA GOLDBERG2014-05-19
0012012-01-01DIANA GOLDBERG2013-10-02
0012011-01-01DIANA GOLDBERG2012-08-07 DIANA GOLDBERG2012-08-07
0012010-01-01DIANA GOLDBERG2011-10-10

Financial Data on SUNGATE RETIREMENT PLAN

Measure Date Value
2025 : SUNGATE RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-060
Total liabilities as of the end of the plan year2025-05-060
Total liabilities as of the beginning of the plan year2025-05-060
Total expenses incurred by plan in this plan year2025-05-065186
Net assets as of the end of the plan year2025-05-06895302
Total assets as of the beginning of the plan year2025-05-06797454
Value of plan covered by a fidelity bond2025-05-0660000
Participant contributions to plan in this plan year2025-05-0627519
Other expenses paid from plan in this plan year2025-05-060
Other contributions to plan in this plan year2025-05-060
Other income to plan in this plan year2025-05-0675515
Plan net income in this plan year2025-05-0697848
Net assets as of the end of the plan year2025-05-06895302
Net assets as of the beginning of the plan year2025-05-06797454
Employer contributions to plan in this plan year2025-05-060
Fees paid to broker by Benefit Provider2025-05-06238
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-065186
2024 : SUNGATE RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-290
Total expenses incurred by plan in this plan year2024-07-295241
Net assets as of the end of the plan year2024-07-29797454
Total assets as of the beginning of the plan year2024-07-29666889
Value of plan covered by a fidelity bond2024-07-2960000
Participant contributions to plan in this plan year2024-07-2927538
Other income to plan in this plan year2024-07-2986523
Plan net income in this plan year2024-07-29130565
Net assets as of the end of the plan year2024-07-29797454
Net assets as of the beginning of the plan year2024-07-29666889
Employer contributions to plan in this plan year2024-07-2921745
Fees paid to broker by Benefit Provider2024-07-29175
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-295241

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