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CALIFORNIA ALUMNI ASSOCIATION 403(B) PLAN 401k Plan overview

Plan NameCALIFORNIA ALUMNI ASSOCIATION 403(B) PLAN
Plan identification number 002

CALIFORNIA ALUMNI ASSOCIATION 403(B) 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.
  • 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

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

Company Name:CALIFORNIA ALUMNI ASSOCIATION
Employer identification number (EIN):941007751
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about CALIFORNIA ALUMNI ASSOCIATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0161615

More information about CALIFORNIA ALUMNI ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA ALUMNI ASSOCIATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01PLAN SPONSOR2024-10-15
0022022-01-01PLAN SPONSOR2023-09-05
0022021-01-01MONISHA MERCHANT2022-09-29
0022020-01-01ANN TRUONG2021-07-30
0022019-01-01ANN TRUONG2020-06-25
0022018-01-01ANN TRUONG2019-05-17
0022017-01-01SHERRY JACOBS2018-04-30
0022016-01-01SHERRY JACOBS2017-04-12
0022015-01-01SHERRY JACOBS2016-06-23
0022014-01-01SHERRY JACOBS2015-07-10 SHERRY JACOBS2015-07-10
0022013-01-01SHERRY JACOBS2014-09-29 SHERRY JACOBS2014-09-29
0022012-01-01PHILLIP CUNLIFFE2013-06-27 PHILLIP CUNLIFFE2013-06-27
0022011-01-01PHILLIP CUNLIFFE2012-07-09 PHILLIP CUNLIFFE2012-07-09
0022010-11-01PHILLIP CUNLIFFE2011-05-25 PHILLIP CUNLIFFE2011-05-25

Financial Data on CALIFORNIA ALUMNI ASSOCIATION 403(B) PLAN

Measure Date Value
2025 : CALIFORNIA ALUMNI ASSOCIATION 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-220
Total liabilities as of the end of the plan year2025-07-220
Total liabilities as of the beginning of the plan year2025-07-220
Total expenses incurred by plan in this plan year2025-07-22791260
Net assets as of the end of the plan year2025-07-225463065
Total assets as of the beginning of the plan year2025-07-224968599
Value of plan covered by a fidelity bond2025-07-22500000
Participant contributions to plan in this plan year2025-07-22529379
Other expenses paid from plan in this plan year2025-07-220
Other contributions to plan in this plan year2025-07-220
Other income to plan in this plan year2025-07-22650401
Plan net income in this plan year2025-07-22494466
Net assets as of the end of the plan year2025-07-225463065
Net assets as of the beginning of the plan year2025-07-224968599
Employer contributions to plan in this plan year2025-07-22105946
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2214965
2024 : CALIFORNIA ALUMNI ASSOCIATION 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-15110314
Net assets as of the end of the plan year2024-10-154968599
Total assets as of the beginning of the plan year2024-10-153771872
Value of plan covered by a fidelity bond2024-10-15500000
Participant contributions to plan in this plan year2024-10-15448935
Value of participant loans at end of plan year2024-10-15313
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-1511108
Other income to plan in this plan year2024-10-15714313
Plan net income in this plan year2024-10-151196727
Net assets as of the end of the plan year2024-10-154968599
Net assets as of the beginning of the plan year2024-10-153771872
Employer contributions to plan in this plan year2024-10-15132685
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1518705
2022 : CALIFORNIA ALUMNI ASSOCIATION 403(B) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-09-290
Total liabilities as of the beginning of the plan year2022-09-290
Total expenses incurred by plan in this plan year2022-09-29367545
Net assets as of the end of the plan year2022-09-294418888
Total assets as of the beginning of the plan year2022-09-293657572
Value of plan covered by a fidelity bond2022-09-291000000
Participant contributions to plan in this plan year2022-09-29416255
Value of participant loans at end of plan year2022-09-291516
Other expenses paid from plan in this plan year2022-09-290
Other contributions to plan in this plan year2022-09-2918584
Other income to plan in this plan year2022-09-29550752
Plan net income in this plan year2022-09-29761316
Net assets as of the end of the plan year2022-09-294418888
Net assets as of the beginning of the plan year2022-09-293657572
Employer contributions to plan in this plan year2022-09-29143270
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-2922759

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