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GOLDEN GATE REGIONAL CENTER 403(B) PLAN 401k Plan overview

Plan NameGOLDEN GATE REGIONAL CENTER 403(B) PLAN
Plan identification number 003

GOLDEN GATE REGIONAL CENTER 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 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

GOLDEN GATE REGIONAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:GOLDEN GATE REGIONAL CENTER
Employer identification number (EIN):942461462
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOLDEN GATE REGIONAL CENTER 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-07-01
0032021-07-01
0032020-07-01
0032019-07-01LOP HOU2021-03-30
0032018-07-01LOP HOU2020-04-09
0032017-07-01
0032016-07-01
0032015-07-01
0032014-07-01
0032013-07-01LOP HOU
0032012-07-01CHRIS J. ROGNIER
0032011-07-01CHRIS J. ROGNIER
0032010-07-01CHRIS J. ROGNIER
0032009-07-01CHRIS J. ROGNIER

Plan Statistics for GOLDEN GATE REGIONAL CENTER 403(B) PLAN

401k plan membership statisitcs for GOLDEN GATE REGIONAL CENTER 403(B) PLAN

Measure Date Value
2022: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01354
Total number of active participants reported on line 7a of the Form 55002022-07-01265
Number of retired or separated participants receiving benefits2022-07-014
Number of other retired or separated participants entitled to future benefits2022-07-01146
Total of all active and inactive participants2022-07-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01415
Number of participants with account balances2022-07-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0131
2021: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01327
Total number of active participants reported on line 7a of the Form 55002021-07-01232
Number of retired or separated participants receiving benefits2021-07-015
Number of other retired or separated participants entitled to future benefits2021-07-01117
Total of all active and inactive participants2021-07-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01354
Number of participants with account balances2021-07-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0128
2020: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01318
Total number of active participants reported on line 7a of the Form 55002020-07-01228
Number of retired or separated participants receiving benefits2020-07-011
Number of other retired or separated participants entitled to future benefits2020-07-0197
Total of all active and inactive participants2020-07-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01327
Number of participants with account balances2020-07-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0129
2019: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01310
Total number of active participants reported on line 7a of the Form 55002019-07-01234
Number of retired or separated participants receiving benefits2019-07-013
Number of other retired or separated participants entitled to future benefits2019-07-0181
Total of all active and inactive participants2019-07-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01318
Number of participants with account balances2019-07-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0121
2018: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01306
Total number of active participants reported on line 7a of the Form 55002018-07-01230
Number of retired or separated participants receiving benefits2018-07-012
Number of other retired or separated participants entitled to future benefits2018-07-0178
Total of all active and inactive participants2018-07-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01310
Number of participants with account balances2018-07-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0123
2017: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01304
Total number of active participants reported on line 7a of the Form 55002017-07-01235
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-0170
Total of all active and inactive participants2017-07-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01306
Number of participants with account balances2017-07-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0119
2016: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01282
Total number of active participants reported on line 7a of the Form 55002016-07-01232
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0172
Total of all active and inactive participants2016-07-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01304
Number of participants with account balances2016-07-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0128
2015: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01281
Total number of active participants reported on line 7a of the Form 55002015-07-01210
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0172
Total of all active and inactive participants2015-07-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01282
Number of participants with account balances2015-07-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0129
2014: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01269
Total number of active participants reported on line 7a of the Form 55002014-07-01216
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0165
Total of all active and inactive participants2014-07-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01281
Number of participants with account balances2014-07-01281
2013: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01265
Total number of active participants reported on line 7a of the Form 55002013-07-01212
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0157
Total of all active and inactive participants2013-07-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01269
Number of participants with account balances2013-07-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0110
2012: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01257
Total number of active participants reported on line 7a of the Form 55002012-07-01211
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0154
Total of all active and inactive participants2012-07-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01265
Number of participants with account balances2012-07-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0117
2011: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01262
Total number of active participants reported on line 7a of the Form 55002011-07-01209
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0148
Total of all active and inactive participants2011-07-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01257
Number of participants with account balances2011-07-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0114
2010: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01263
Total number of active participants reported on line 7a of the Form 55002010-07-01212
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0150
Total of all active and inactive participants2010-07-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01262
Number of participants with account balances2010-07-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0110
2009: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01275
Total number of active participants reported on line 7a of the Form 55002009-07-01208
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0154
Total of all active and inactive participants2009-07-01262
Total participants2009-07-01262
Number of participants with account balances2009-07-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-017

Financial Data on GOLDEN GATE REGIONAL CENTER 403(B) PLAN

Measure Date Value
2023 : GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$9,955,240
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$4,919,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$4,571,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$4,671,312
Value of total assets at end of year2023-06-30$56,077,926
Value of total assets at beginning of year2023-06-30$51,042,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$348,264
Total interest from all sources2023-06-30$5,586
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$1,748,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$1,748,773
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$1,048,147
Participant contributions at end of year2023-06-30$108,676
Participant contributions at beginning of year2023-06-30$71,558
Participant contributions at end of year2023-06-30$41,943
Participant contributions at beginning of year2023-06-30$37,730
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$12,218
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$1,293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$1,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$5,035,493
Value of net assets at end of year (total assets less liabilities)2023-06-30$56,077,926
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$51,042,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$342,520
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$51,561,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$46,594,047
Interest on participant loans2023-06-30$5,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$4,283,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$4,273,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$3,529,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$3,610,947
Employer contributions (assets) at end of year2023-06-30$80,893
Employer contributions (assets) at beginning of year2023-06-30$64,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$4,571,483
Contract administrator fees2023-06-30$5,744
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Disclaimer
Accountancy firm name2023-06-30LINDQUIST VON HUSEN & JOYCE LLP
Accountancy firm EIN2023-06-30941250261
2022 : GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-3,302,234
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$3,910,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$3,527,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$3,285,149
Value of total assets at end of year2022-06-30$51,042,433
Value of total assets at beginning of year2022-06-30$58,255,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$383,044
Total interest from all sources2022-06-30$6,853
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$2,520,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$2,520,099
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,087,592
Participant contributions at end of year2022-06-30$71,558
Participant contributions at beginning of year2022-06-30$130,203
Participant contributions at end of year2022-06-30$37,730
Participant contributions at beginning of year2022-06-30$38,522
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$10,459
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$1,020
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$1,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-7,213,040
Value of net assets at end of year (total assets less liabilities)2022-06-30$51,042,433
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$58,255,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$376,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$46,594,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$53,548,548
Interest on participant loans2022-06-30$6,853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$4,273,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$4,473,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-9,114,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$2,187,098
Employer contributions (assets) at end of year2022-06-30$64,469
Employer contributions (assets) at beginning of year2022-06-30$63,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$3,527,762
Contract administrator fees2022-06-30$6,691
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30LINDQUIST VON HUSEN & JOYCE LLP
Accountancy firm EIN2022-06-30941250261
2021 : GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$15,405,601
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,852,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,513,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,946,955
Value of total assets at end of year2021-06-30$58,255,473
Value of total assets at beginning of year2021-06-30$45,702,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$339,450
Total interest from all sources2021-06-30$8,562
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$1,193,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$1,193,809
Administrative expenses professional fees incurred2021-06-30$5,849
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$991,156
Participant contributions at end of year2021-06-30$130,203
Participant contributions at beginning of year2021-06-30$149,536
Participant contributions at end of year2021-06-30$38,522
Participant contributions at beginning of year2021-06-30$36,590
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$27,097
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$1,088
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$1,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$12,552,888
Value of net assets at end of year (total assets less liabilities)2021-06-30$58,255,473
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$45,702,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$333,486
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$53,548,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$41,236,002
Interest on participant loans2021-06-30$8,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$4,473,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$4,216,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$11,256,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,928,702
Employer contributions (assets) at end of year2021-06-30$63,748
Employer contributions (assets) at beginning of year2021-06-30$62,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,513,263
Contract administrator fees2021-06-30$115
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30LINDQUIST VON HUSEN & JOYCE LLP
Accountancy firm EIN2021-06-30941250261
2020 : GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$4,069,241
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$2,629,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,458,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$2,933,885
Value of total assets at end of year2020-06-30$45,702,585
Value of total assets at beginning of year2020-06-30$44,263,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$170,698
Total interest from all sources2020-06-30$8,143
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,319,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$1,319,037
Administrative expenses professional fees incurred2020-06-30$4,712
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$821,704
Participant contributions at end of year2020-06-30$149,536
Participant contributions at beginning of year2020-06-30$105,712
Participant contributions at end of year2020-06-30$36,590
Participant contributions at beginning of year2020-06-30$32,287
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$96,100
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$1,228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,439,559
Value of net assets at end of year (total assets less liabilities)2020-06-30$45,702,585
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$44,263,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$165,986
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$41,236,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$41,429,470
Interest on participant loans2020-06-30$8,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$4,216,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$2,633,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-191,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$2,016,081
Employer contributions (assets) at end of year2020-06-30$62,379
Employer contributions (assets) at beginning of year2020-06-30$61,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,458,984
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MARCUM LLP
Accountancy firm EIN2020-06-30111986323
2019 : GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$0
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$0
Total transfer of assets from this plan2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Expenses. Interest paid2019-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-06-30$0
Total income from all sources (including contributions)2019-06-30$4,784,196
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$955,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$799,388
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Value of total corrective distributions2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,343,539
Value of total assets at end of year2019-06-30$44,263,026
Value of total assets at beginning of year2019-06-30$40,434,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$156,250
Total interest from all sources2019-06-30$5,018
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$1,800,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$1,800,255
Administrative expenses professional fees incurred2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$758,586
Participant contributions at end of year2019-06-30$105,712
Participant contributions at beginning of year2019-06-30$90,264
Participant contributions at end of year2019-06-30$32,287
Participant contributions at beginning of year2019-06-30$31,892
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$533
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$518
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Income. Non cash contributions2019-06-30$0
Value of net income/loss2019-06-30$3,828,558
Value of net assets at end of year (total assets less liabilities)2019-06-30$44,263,026
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$40,434,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$156,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$41,429,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$37,739,498
Interest on participant loans2019-06-30$5,018
Income. Interest from loans (other than to participants)2019-06-30$0
Interest earned on other investments2019-06-30$0
Income. Interest from US Government securities2019-06-30$0
Income. Interest from corporate debt instruments2019-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$2,633,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$2,513,101
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$635,384
Net investment gain/loss from pooled separate accounts2019-06-30$0
Net investment gain or loss from common/collective trusts2019-06-30$0
Net gain/loss from 103.12 investment entities2019-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$1,584,953
Employer contributions (assets) at end of year2019-06-30$61,504
Employer contributions (assets) at beginning of year2019-06-30$59,195
Income. Dividends from preferred stock2019-06-30$0
Income. Dividends from common stock2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$799,388
Contract administrator fees2019-06-30$0
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$0
Aggregate carrying amount (costs) on sale of assets2019-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MARCUM LLP
Accountancy firm EIN2019-06-30111986323
2018 : GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$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$5,799,454
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$2,169,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,890,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,350,509
Value of total assets at end of year2018-06-30$40,434,468
Value of total assets at beginning of year2018-06-30$36,804,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$279,672
Total interest from all sources2018-06-30$6,420
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$1,615,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$1,615,197
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$712,954
Participant contributions at end of year2018-06-30$90,264
Participant contributions at beginning of year2018-06-30$80,560
Participant contributions at end of year2018-06-30$31,892
Participant contributions at beginning of year2018-06-30$28,271
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$23,275
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$518
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$3,629,759
Value of net assets at end of year (total assets less liabilities)2018-06-30$40,434,468
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$36,804,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$274,956
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$37,739,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$36,637,052
Interest on participant loans2018-06-30$4,306
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$2,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$2,513,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,827,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,614,280
Employer contributions (assets) at end of year2018-06-30$59,195
Employer contributions (assets) at beginning of year2018-06-30$58,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,890,023
Contract administrator fees2018-06-30$4,716
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MARCUM LLP
Accountancy firm EIN2018-06-30111986323
2017 : GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$6,548,650
Total loss/gain on sale of assets2017-06-30$2,500,657
Total of all expenses incurred2017-06-30$2,926,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$2,676,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,575,553
Value of total assets at end of year2017-06-30$36,804,709
Value of total assets at beginning of year2017-06-30$33,182,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$250,160
Total interest from all sources2017-06-30$6,614
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$629,310
Participant contributions at end of year2017-06-30$80,560
Participant contributions at beginning of year2017-06-30$124,045
Participant contributions at end of year2017-06-30$28,271
Participant contributions at beginning of year2017-06-30$24,649
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$8,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$3,622,074
Value of net assets at end of year (total assets less liabilities)2017-06-30$36,804,709
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$33,182,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$244,429
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$36,637,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$32,949,201
Income. Interest from loans (other than to participants)2017-06-30$6,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,465,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,937,850
Employer contributions (assets) at end of year2017-06-30$58,826
Employer contributions (assets) at beginning of year2017-06-30$84,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$2,676,416
Contract administrator fees2017-06-30$5,731
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$9,600,404
Aggregate carrying amount (costs) on sale of assets2017-06-30$7,099,747
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MARCUM LLP
Accountancy firm EIN2017-06-30111986323
2016 : GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,603,696
Total loss/gain on sale of assets2016-06-30$-2,247,736
Total of all expenses incurred2016-06-30$3,196,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,948,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,096,858
Value of total assets at end of year2016-06-30$33,182,635
Value of total assets at beginning of year2016-06-30$34,775,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$248,154
Total interest from all sources2016-06-30$6,672
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$558,882
Participant contributions at end of year2016-06-30$124,045
Participant contributions at beginning of year2016-06-30$177,580
Participant contributions at end of year2016-06-30$24,649
Participant contributions at beginning of year2016-06-30$24,038
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$254
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,592,965
Value of net assets at end of year (total assets less liabilities)2016-06-30$33,182,635
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$34,775,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$242,901
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$32,949,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$34,199,821
Interest on participant loans2016-06-30$6,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$1,747,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,537,722
Employer contributions (assets) at end of year2016-06-30$84,740
Employer contributions (assets) at beginning of year2016-06-30$374,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,948,507
Contract administrator fees2016-06-30$5,253
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$11,916,352
Aggregate carrying amount (costs) on sale of assets2016-06-30$14,164,088
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MARCUM LLP
Accountancy firm EIN2016-06-30111986323
2015 : GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$3,127,258
Total loss/gain on sale of assets2015-06-30$-561,075
Total of all expenses incurred2015-06-30$3,926,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$3,754,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,035,281
Value of total assets at end of year2015-06-30$34,775,600
Value of total assets at beginning of year2015-06-30$35,575,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$172,301
Total interest from all sources2015-06-30$8,242
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$585,886
Participant contributions at end of year2015-06-30$175,867
Participant contributions at beginning of year2015-06-30$147,232
Participant contributions at end of year2015-06-30$24,038
Participant contributions at beginning of year2015-06-30$21,716
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$502
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$1,713
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$1,197
Administrative expenses (other) incurred2015-06-30$7,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-799,524
Value of net assets at end of year (total assets less liabilities)2015-06-30$34,775,600
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$35,575,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$165,245
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$34,199,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$35,354,778
Interest on participant loans2015-06-30$8,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$1,644,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,448,893
Employer contributions (assets) at end of year2015-06-30$374,161
Employer contributions (assets) at beginning of year2015-06-30$50,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$3,754,481
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$24,974,656
Aggregate carrying amount (costs) on sale of assets2015-06-30$25,535,731
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30LAUTZE & LAUTZE CPA'S AND FINANCIAL
Accountancy firm EIN2015-06-30942513310
2014 : GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$6,620,967
Total loss/gain on sale of assets2014-06-30$1,004,929
Total of all expenses incurred2014-06-30$1,546,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,396,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,584,938
Value of total assets at end of year2014-06-30$35,575,124
Value of total assets at beginning of year2014-06-30$30,500,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$150,256
Total interest from all sources2014-06-30$7,210
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$1,540,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$1,540,173
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$495,420
Participant contributions at end of year2014-06-30$147,232
Participant contributions at beginning of year2014-06-30$139,008
Participant contributions at end of year2014-06-30$21,716
Participant contributions at beginning of year2014-06-30$21,021
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$42,639
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$1,197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$1,686
Administrative expenses (other) incurred2014-06-30$5,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$5,074,276
Value of net assets at end of year (total assets less liabilities)2014-06-30$35,575,124
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$30,500,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$144,517
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$35,354,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$30,294,955
Interest on participant loans2014-06-30$7,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,483,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$1,046,879
Employer contributions (assets) at end of year2014-06-30$50,201
Employer contributions (assets) at beginning of year2014-06-30$44,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,396,435
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$4,852,545
Aggregate carrying amount (costs) on sale of assets2014-06-30$3,847,616
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30LAUTZE & LAUTZE CPA'S AND FINANCIAL
Accountancy firm EIN2014-06-30942513310
2013 : GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$4,454,254
Total loss/gain on sale of assets2013-06-30$2,082,844
Total of all expenses incurred2013-06-30$2,699,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,538,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,336,962
Value of total assets at end of year2013-06-30$30,500,848
Value of total assets at beginning of year2013-06-30$28,746,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$160,968
Total interest from all sources2013-06-30$8,613
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$683,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$683,911
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$491,287
Participant contributions at end of year2013-06-30$139,008
Participant contributions at beginning of year2013-06-30$180,336
Participant contributions at end of year2013-06-30$21,021
Participant contributions at beginning of year2013-06-30$19,438
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$8,046
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$1,686
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$1,908
Administrative expenses (other) incurred2013-06-30$7,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,754,681
Value of net assets at end of year (total assets less liabilities)2013-06-30$30,500,848
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$28,746,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$153,483
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$30,294,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$28,508,420
Interest on participant loans2013-06-30$8,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$341,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$837,629
Employer contributions (assets) at end of year2013-06-30$44,178
Employer contributions (assets) at beginning of year2013-06-30$36,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,538,605
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$15,002,026
Aggregate carrying amount (costs) on sale of assets2013-06-30$12,919,182
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30LAUTZE & LAUTZE CPA'S AND FINANCIAL
Accountancy firm EIN2013-06-30942513310
2012 : GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$770,444
Total loss/gain on sale of assets2012-06-30$717,766
Total of all expenses incurred2012-06-30$1,451,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,256,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,255,806
Value of total assets at end of year2012-06-30$28,746,167
Value of total assets at beginning of year2012-06-30$29,426,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$194,710
Total interest from all sources2012-06-30$7,247
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$678,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$678,726
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$502,012
Participant contributions at end of year2012-06-30$180,336
Participant contributions at beginning of year2012-06-30$87,896
Participant contributions at end of year2012-06-30$19,438
Participant contributions at beginning of year2012-06-30$21,293
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$14,564
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$1,908
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$1,718
Other income not declared elsewhere2012-06-30$57,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-680,804
Value of net assets at end of year (total assets less liabilities)2012-06-30$28,746,167
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$29,426,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$187,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$28,508,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$29,279,431
Interest on participant loans2012-06-30$7,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-1,947,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$739,230
Employer contributions (assets) at end of year2012-06-30$36,065
Employer contributions (assets) at beginning of year2012-06-30$36,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,256,538
Contract administrator fees2012-06-30$6,794
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$7,978,076
Aggregate carrying amount (costs) on sale of assets2012-06-30$7,260,310
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30LAUTZE & LAUTZE CPA'S AND FINANCIAL
Accountancy firm EIN2012-06-30942513310
2011 : GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$32,507
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$6,654,380
Total loss/gain on sale of assets2011-06-30$417,527
Total of all expenses incurred2011-06-30$1,229,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,049,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,589,661
Value of total assets at end of year2011-06-30$29,426,971
Value of total assets at beginning of year2011-06-30$23,969,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$180,206
Total interest from all sources2011-06-30$12,111
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$519,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$519,931
Administrative expenses professional fees incurred2011-06-30$4,866
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$437,225
Participant contributions at end of year2011-06-30$87,896
Participant contributions at beginning of year2011-06-30$105,630
Participant contributions at end of year2011-06-30$21,293
Participant contributions at beginning of year2011-06-30$19,751
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$4,809
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$1,718
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$2,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$5,424,930
Value of net assets at end of year (total assets less liabilities)2011-06-30$29,426,971
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$23,969,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$174,663
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$29,279,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$23,759,914
Interest on participant loans2011-06-30$6,057
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$6,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$4,115,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,147,627
Employer contributions (assets) at end of year2011-06-30$36,633
Employer contributions (assets) at beginning of year2011-06-30$81,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,049,244
Contract administrator fees2011-06-30$677
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$4,453,565
Aggregate carrying amount (costs) on sale of assets2011-06-30$4,036,038
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30LAUTZE & LAUTZE CPA'S AND FINANCIAL
Accountancy firm EIN2011-06-30942513310
2010 : GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for GOLDEN GATE REGIONAL CENTER 403(B) PLAN

2022: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: GOLDEN GATE REGIONAL CENTER 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number46680144
Policy instance 1
Insurance contract or identification number46680144
Number of Individuals Covered415
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,203
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees6203
Additional information about fees paid to insurance brokerPAYMENT TO BROKER
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number46680144
Policy instance 1
Insurance contract or identification number46680144
Number of Individuals Covered354
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,057
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees6057
Additional information about fees paid to insurance brokerPAYMENT TO BROKER
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number46680144
Policy instance 1
Insurance contract or identification number46680144
Number of Individuals Covered327
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,533
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees6533
Additional information about fees paid to insurance brokerPAYMENT TO BROKER
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number46680144
Policy instance 1
Insurance contract or identification number46680144
Number of Individuals Covered318
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $4,433
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $4,433
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerPAYMENT TO BROKER
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number466-80001
Policy instance 1
Insurance contract or identification number466-80001
Number of Individuals Covered310
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number466-80001
Policy instance 1
Insurance contract or identification number466-80001
Number of Individuals Covered306
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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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