?>
Logo

SECOND HARVEST FOOD BANK OF SANTA 401k Plan overview

Plan NameSECOND HARVEST FOOD BANK OF SANTA
Plan identification number 001

SECOND HARVEST FOOD BANK OF SANTA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

SECOND HARVEST OF SILICON VALLEY has sponsored the creation of one or more 401k plans.

Company Name:SECOND HARVEST OF SILICON VALLEY
Employer identification number (EIN):942614101
NAIC Classification:624200

Additional information about SECOND HARVEST OF SILICON VALLEY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0920183

More information about SECOND HARVEST OF SILICON VALLEY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECOND HARVEST FOOD BANK OF SANTA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-03-01
0012021-03-01
0012020-03-01
0012019-03-01
0012018-03-01
0012017-03-01SALLY J. PETERSEN SALLY J. PETERSEN2018-12-17
0012016-03-01SALLY J. PETERSEN SALLY J. PETERSEN2017-12-15
0012015-03-01SALLY PETERSEN SALLY PETERSEN2017-03-01
0012015-03-01SALLY PETERSEN SALLY PETERSEN2016-12-15
0012014-03-01SALLY PETERSEN SALLY PETERSEN2015-12-04
0012013-03-01SALLY PETERSEN SALLY PETERSEN2014-12-15
0012012-03-01SALLY PETERSEN
0012011-03-01SALLY PETERSEN
0012009-03-01SALLY PETERSEN
0012008-03-01 SALLY PETERSEN2010-04-16
0012007-03-01 SALLY PETERSEN2010-04-16
0012006-03-01 SALLY PETERSEN2010-04-16
0012005-03-01 SALLY PETERSEN2010-04-16
0012004-03-01 SALLY PETERSEN2010-04-16
0012003-03-01 SALLY PETERSEN2010-04-16
0012002-03-01 SALLY PETERSEN2010-04-16
0012001-03-01SALLY PETERSEN

Plan Statistics for SECOND HARVEST FOOD BANK OF SANTA

401k plan membership statisitcs for SECOND HARVEST FOOD BANK OF SANTA

Measure Date Value
2022: SECOND HARVEST FOOD BANK OF SANTA 2022 401k membership
Total participants, beginning-of-year2022-03-01388
Total number of active participants reported on line 7a of the Form 55002022-03-01321
Number of retired or separated participants receiving benefits2022-03-010
Number of other retired or separated participants entitled to future benefits2022-03-01108
Total of all active and inactive participants2022-03-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-03-010
Total participants2022-03-01429
Number of participants with account balances2022-03-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-03-010
2021: SECOND HARVEST FOOD BANK OF SANTA 2021 401k membership
Total participants, beginning-of-year2021-03-01334
Total number of active participants reported on line 7a of the Form 55002021-03-01298
Number of retired or separated participants receiving benefits2021-03-010
Number of other retired or separated participants entitled to future benefits2021-03-0189
Total of all active and inactive participants2021-03-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-03-011
Total participants2021-03-01388
Number of participants with account balances2021-03-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-03-010
2020: SECOND HARVEST FOOD BANK OF SANTA 2020 401k membership
Total participants, beginning-of-year2020-03-01274
Total number of active participants reported on line 7a of the Form 55002020-03-01257
Number of retired or separated participants receiving benefits2020-03-010
Number of other retired or separated participants entitled to future benefits2020-03-0176
Total of all active and inactive participants2020-03-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-03-010
Total participants2020-03-01333
Number of participants with account balances2020-03-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-03-010
2019: SECOND HARVEST FOOD BANK OF SANTA 2019 401k membership
Total participants, beginning-of-year2019-03-01222
Total number of active participants reported on line 7a of the Form 55002019-03-01187
Number of retired or separated participants receiving benefits2019-03-010
Number of other retired or separated participants entitled to future benefits2019-03-0187
Total of all active and inactive participants2019-03-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-03-010
Total participants2019-03-01274
Number of participants with account balances2019-03-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-03-010
2018: SECOND HARVEST FOOD BANK OF SANTA 2018 401k membership
Total participants, beginning-of-year2018-03-01220
Total number of active participants reported on line 7a of the Form 55002018-03-01172
Number of retired or separated participants receiving benefits2018-03-010
Number of other retired or separated participants entitled to future benefits2018-03-0173
Total of all active and inactive participants2018-03-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-03-010
Total participants2018-03-01245
Number of participants with account balances2018-03-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-03-010
2017: SECOND HARVEST FOOD BANK OF SANTA 2017 401k membership
Total participants, beginning-of-year2017-03-01189
Total number of active participants reported on line 7a of the Form 55002017-03-01149
Number of retired or separated participants receiving benefits2017-03-010
Number of other retired or separated participants entitled to future benefits2017-03-0171
Total of all active and inactive participants2017-03-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-03-010
Total participants2017-03-01220
Number of participants with account balances2017-03-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-03-010
2016: SECOND HARVEST FOOD BANK OF SANTA 2016 401k membership
Total participants, beginning-of-year2016-03-01189
Total number of active participants reported on line 7a of the Form 55002016-03-01171
Number of retired or separated participants receiving benefits2016-03-010
Number of other retired or separated participants entitled to future benefits2016-03-0128
Total of all active and inactive participants2016-03-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-03-010
Total participants2016-03-01199
Number of participants with account balances2016-03-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-03-010
2015: SECOND HARVEST FOOD BANK OF SANTA 2015 401k membership
Total participants, beginning-of-year2015-03-01198
Total number of active participants reported on line 7a of the Form 55002015-03-01144
Number of retired or separated participants receiving benefits2015-03-010
Number of other retired or separated participants entitled to future benefits2015-03-0149
Total of all active and inactive participants2015-03-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-03-010
Total participants2015-03-01193
Number of participants with account balances2015-03-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-03-010
2014: SECOND HARVEST FOOD BANK OF SANTA 2014 401k membership
Total participants, beginning-of-year2014-03-01179
Total number of active participants reported on line 7a of the Form 55002014-03-01146
Number of retired or separated participants receiving benefits2014-03-010
Number of other retired or separated participants entitled to future benefits2014-03-0147
Total of all active and inactive participants2014-03-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-010
Total participants2014-03-01193
Number of participants with account balances2014-03-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-03-010
2013: SECOND HARVEST FOOD BANK OF SANTA 2013 401k membership
Total participants, beginning-of-year2013-03-01162
Total number of active participants reported on line 7a of the Form 55002013-03-01129
Number of retired or separated participants receiving benefits2013-03-010
Number of other retired or separated participants entitled to future benefits2013-03-0150
Total of all active and inactive participants2013-03-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-010
Total participants2013-03-01179
Number of participants with account balances2013-03-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-010
2012: SECOND HARVEST FOOD BANK OF SANTA 2012 401k membership
Total participants, beginning-of-year2012-03-01146
Total number of active participants reported on line 7a of the Form 55002012-03-01123
Number of retired or separated participants receiving benefits2012-03-010
Number of other retired or separated participants entitled to future benefits2012-03-0139
Total of all active and inactive participants2012-03-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-010
Total participants2012-03-01162
Number of participants with account balances2012-03-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-010
2011: SECOND HARVEST FOOD BANK OF SANTA 2011 401k membership
Total participants, beginning-of-year2011-03-01160
Total number of active participants reported on line 7a of the Form 55002011-03-01109
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-0137
Total of all active and inactive participants2011-03-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-010
Total participants2011-03-01146
Number of participants with account balances2011-03-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-010
2009: SECOND HARVEST FOOD BANK OF SANTA 2009 401k membership
Total participants, beginning-of-year2009-03-01151
Total number of active participants reported on line 7a of the Form 55002009-03-01106
Number of retired or separated participants receiving benefits2009-03-010
Number of other retired or separated participants entitled to future benefits2009-03-0160
Total of all active and inactive participants2009-03-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-010
Total participants2009-03-01166
Number of participants with account balances2009-03-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-010

Financial Data on SECOND HARVEST FOOD BANK OF SANTA

Measure Date Value
2023 : SECOND HARVEST FOOD BANK OF SANTA 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$0
Total income from all sources (including contributions)2023-02-28$1,786,182
Total loss/gain on sale of assets2023-02-28$0
Total of all expenses incurred2023-02-28$1,645,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-02-28$1,607,318
Expenses. Certain deemed distributions of participant loans2023-02-28$1,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-02-28$3,481,363
Value of total assets at end of year2023-02-28$24,183,411
Value of total assets at beginning of year2023-02-28$24,042,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-02-28$36,560
Total interest from all sources2023-02-28$22,359
Total dividends received (eg from common stock, registered investment company shares)2023-02-28$453,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2023-02-28$453,300
Was this plan covered by a fidelity bond2023-02-28Yes
Value of fidelity bond cover2023-02-28$1,000,000
If this is an individual account plan, was there a blackout period2023-02-28No
Were there any nonexempt tranactions with any party-in-interest2023-02-28No
Contributions received from participants2023-02-28$2,036,640
Participant contributions at end of year2023-02-28$233,535
Participant contributions at beginning of year2023-02-28$159,851
Assets. Other investments not covered elsewhere at end of year2023-02-28$934,843
Assets. Other investments not covered elsewhere at beginning of year2023-02-28$993,571
Income. Received or receivable in cash from other sources (including rollovers)2023-02-28$299,704
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-02-28$3,365
Other income not declared elsewhere2023-02-28$-58,869
Administrative expenses (other) incurred2023-02-28$716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Value of net income/loss2023-02-28$140,852
Value of net assets at end of year (total assets less liabilities)2023-02-28$24,183,411
Value of net assets at beginning of year (total assets less liabilities)2023-02-28$24,042,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2023-02-28No
Were any leases to which the plan was party in default or uncollectible2023-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-02-28$21,953,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-02-28$22,038,751
Interest on participant loans2023-02-28$11,382
Income. Interest from loans (other than to participants)2023-02-28$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-02-28$592,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-02-28$376,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-02-28$376,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-02-28$10,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-02-28$469,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-02-28$473,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-02-28$-2,111,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-02-28No
Was there a failure to transmit to the plan any participant contributions2023-02-28No
Has the plan failed to provide any benefit when due under the plan2023-02-28No
Contributions received in cash from employer2023-02-28$1,145,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-02-28$1,603,953
Contract administrator fees2023-02-28$35,844
Did the plan have assets held for investment2023-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-02-28No
Opinion of an independent qualified public accountant for this plan2023-02-28Unqualified
Accountancy firm name2023-02-28ARMANINO LLP
Accountancy firm EIN2023-02-28946214841
2022 : SECOND HARVEST FOOD BANK OF SANTA 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$0
Total income from all sources (including contributions)2022-02-28$4,279,895
Total loss/gain on sale of assets2022-02-28$0
Total of all expenses incurred2022-02-28$1,206,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-28$1,177,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-28$3,231,601
Value of total assets at end of year2022-02-28$24,042,559
Value of total assets at beginning of year2022-02-28$20,969,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-28$28,989
Total interest from all sources2022-02-28$7,811
Total dividends received (eg from common stock, registered investment company shares)2022-02-28$430,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2022-02-28$430,981
Was this plan covered by a fidelity bond2022-02-28Yes
Value of fidelity bond cover2022-02-28$1,000,000
If this is an individual account plan, was there a blackout period2022-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-02-28$0
Were there any nonexempt tranactions with any party-in-interest2022-02-28No
Contributions received from participants2022-02-28$1,901,914
Participant contributions at end of year2022-02-28$159,851
Participant contributions at beginning of year2022-02-28$151,603
Assets. Other investments not covered elsewhere at end of year2022-02-28$993,571
Assets. Other investments not covered elsewhere at beginning of year2022-02-28$1,006,570
Income. Received or receivable in cash from other sources (including rollovers)2022-02-28$419,622
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-02-28$91,101
Other income not declared elsewhere2022-02-28$97,791
Administrative expenses (other) incurred2022-02-28$841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Value of net income/loss2022-02-28$3,073,003
Value of net assets at end of year (total assets less liabilities)2022-02-28$24,042,559
Value of net assets at beginning of year (total assets less liabilities)2022-02-28$20,969,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2022-02-28No
Were any leases to which the plan was party in default or uncollectible2022-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-02-28$22,038,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-02-28$18,726,618
Interest on participant loans2022-02-28$7,338
Income. Interest from loans (other than to participants)2022-02-28$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-02-28$376,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-02-28$629,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-02-28$629,731
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-02-28$473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-02-28$473,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-02-28$455,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-02-28$511,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-02-28No
Was there a failure to transmit to the plan any participant contributions2022-02-28No
Has the plan failed to provide any benefit when due under the plan2022-02-28No
Contributions received in cash from employer2022-02-28$910,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-02-28$1,086,802
Contract administrator fees2022-02-28$28,148
Did the plan have assets held for investment2022-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-02-28No
Opinion of an independent qualified public accountant for this plan2022-02-28Unqualified
Accountancy firm name2022-02-28ARMANINO LLP
Accountancy firm EIN2022-02-28946214841
2021 : SECOND HARVEST FOOD BANK OF SANTA 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$0
Total income from all sources (including contributions)2021-02-28$5,278,712
Total loss/gain on sale of assets2021-02-28$0
Total of all expenses incurred2021-02-28$556,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-28$530,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-02-28$2,196,143
Value of total assets at end of year2021-02-28$20,969,556
Value of total assets at beginning of year2021-02-28$16,246,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-28$25,972
Total interest from all sources2021-02-28$10,841
Total dividends received (eg from common stock, registered investment company shares)2021-02-28$348,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2021-02-28$348,859
Was this plan covered by a fidelity bond2021-02-28Yes
Value of fidelity bond cover2021-02-28$1,000,000
If this is an individual account plan, was there a blackout period2021-02-28Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-02-28$0
Were there any nonexempt tranactions with any party-in-interest2021-02-28No
Contributions received from participants2021-02-28$1,374,973
Participant contributions at end of year2021-02-28$151,603
Participant contributions at beginning of year2021-02-28$182,491
Assets. Other investments not covered elsewhere at end of year2021-02-28$1,006,570
Income. Received or receivable in cash from other sources (including rollovers)2021-02-28$87,595
Administrative expenses (other) incurred2021-02-28$12,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Value of net income/loss2021-02-28$4,722,565
Value of net assets at end of year (total assets less liabilities)2021-02-28$20,969,556
Value of net assets at beginning of year (total assets less liabilities)2021-02-28$16,246,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2021-02-28No
Were any leases to which the plan was party in default or uncollectible2021-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-02-28$18,726,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-02-28$15,629,019
Interest on participant loans2021-02-28$10,375
Income. Interest from loans (other than to participants)2021-02-28$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-02-28$629,731
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-02-28$466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-02-28$455,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-02-28$435,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-02-28$2,722,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-02-28No
Was there a failure to transmit to the plan any participant contributions2021-02-28No
Has the plan failed to provide any benefit when due under the plan2021-02-28No
Contributions received in cash from employer2021-02-28$733,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-02-28$530,175
Contract administrator fees2021-02-28$13,682
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-02-28Yes
Did the plan have assets held for investment2021-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-02-28No
Opinion of an independent qualified public accountant for this plan2021-02-28Disclaimer
Accountancy firm name2021-02-28ARMANINO LLP
Accountancy firm EIN2021-02-28946214841
2020 : SECOND HARVEST FOOD BANK OF SANTA 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$0
Total income from all sources (including contributions)2020-02-29$2,694,598
Total loss/gain on sale of assets2020-02-29$0
Total of all expenses incurred2020-02-29$359,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-29$303,188
Expenses. Certain deemed distributions of participant loans2020-02-29$5,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-02-29$1,905,066
Value of total assets at end of year2020-02-29$16,246,991
Value of total assets at beginning of year2020-02-29$13,911,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$51,130
Total interest from all sources2020-02-29$27,764
Total dividends received (eg from common stock, registered investment company shares)2020-02-29$392,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2020-02-29$392,455
Was this plan covered by a fidelity bond2020-02-29Yes
Value of fidelity bond cover2020-02-29$1,000,000
If this is an individual account plan, was there a blackout period2020-02-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-02-29$0
Were there any nonexempt tranactions with any party-in-interest2020-02-29No
Contributions received from participants2020-02-29$1,087,565
Participant contributions at end of year2020-02-29$182,491
Participant contributions at beginning of year2020-02-29$224,296
Income. Received or receivable in cash from other sources (including rollovers)2020-02-29$263,246
Administrative expenses (other) incurred2020-02-29$51,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Value of net income/loss2020-02-29$2,335,208
Value of net assets at end of year (total assets less liabilities)2020-02-29$16,246,991
Value of net assets at beginning of year (total assets less liabilities)2020-02-29$13,911,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-02-29No
Were any leases to which the plan was party in default or uncollectible2020-02-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-02-29$15,629,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-02-29$13,250,571
Interest on participant loans2020-02-29$12,101
Interest earned on other investments2020-02-29$15,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-02-29$435,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-02-29$436,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-02-29$369,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-02-29No
Was there a failure to transmit to the plan any participant contributions2020-02-29No
Has the plan failed to provide any benefit when due under the plan2020-02-29No
Contributions received in cash from employer2020-02-29$554,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-02-29$303,188
Did the plan have assets held for investment2020-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-02-29Yes
Opinion of an independent qualified public accountant for this plan2020-02-29Disclaimer
Accountancy firm name2020-02-29ARMANINO LLP
Accountancy firm EIN2020-02-29946214841
2019 : SECOND HARVEST FOOD BANK OF SANTA 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-02-28$0
2018 : SECOND HARVEST FOOD BANK OF SANTA 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total income from all sources (including contributions)2018-02-28$2,669,364
Total loss/gain on sale of assets2018-02-28$0
Total of all expenses incurred2018-02-28$900,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$861,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$1,383,338
Value of total assets at end of year2018-02-28$12,679,852
Value of total assets at beginning of year2018-02-28$10,911,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$38,993
Total interest from all sources2018-02-28$27,546
Total dividends received (eg from common stock, registered investment company shares)2018-02-28$243,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2018-02-28$243,768
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$1,000,000
If this is an individual account plan, was there a blackout period2018-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-02-28$0
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Contributions received from participants2018-02-28$909,081
Participant contributions at end of year2018-02-28$230,178
Participant contributions at beginning of year2018-02-28$143,045
Income. Received or receivable in cash from other sources (including rollovers)2018-02-28$1,775
Administrative expenses (other) incurred2018-02-28$38,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$1,768,576
Value of net assets at end of year (total assets less liabilities)2018-02-28$12,679,852
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$10,911,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-02-28$11,965,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-02-28$10,253,517
Interest on participant loans2018-02-28$10,990
Interest earned on other investments2018-02-28$16,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-02-28$483,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-02-28$494,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-02-28$1,014,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28No
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Contributions received in cash from employer2018-02-28$472,482
Employer contributions (assets) at end of year2018-02-28$0
Employer contributions (assets) at beginning of year2018-02-28$20,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-02-28$861,795
Did the plan have assets held for investment2018-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28Yes
Opinion of an independent qualified public accountant for this plan2018-02-28Disclaimer
Accountancy firm name2018-02-28ARMANINO LLP
Accountancy firm EIN2018-02-28946214841
2017 : SECOND HARVEST FOOD BANK OF SANTA 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total income from all sources (including contributions)2017-02-28$2,607,359
Total loss/gain on sale of assets2017-02-28$0
Total of all expenses incurred2017-02-28$389,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$358,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$1,212,532
Value of total assets at end of year2017-02-28$10,911,276
Value of total assets at beginning of year2017-02-28$8,693,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$30,540
Total interest from all sources2017-02-28$24,772
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$199,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2017-02-28$199,180
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$1,000,000
If this is an individual account plan, was there a blackout period2017-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-02-28$0
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Contributions received from participants2017-02-28$749,801
Participant contributions at end of year2017-02-28$143,045
Participant contributions at beginning of year2017-02-28$170,087
Participant contributions at end of year2017-02-28$0
Participant contributions at beginning of year2017-02-28$26,705
Income. Received or receivable in cash from other sources (including rollovers)2017-02-28$29,260
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-02-28$1,769
Administrative expenses (other) incurred2017-02-28$30,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Value of net income/loss2017-02-28$2,218,090
Value of net assets at end of year (total assets less liabilities)2017-02-28$10,911,276
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$8,693,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-02-28$10,253,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-02-28$7,971,609
Interest on participant loans2017-02-28$7,965
Interest earned on other investments2017-02-28$16,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-02-28$494,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-02-28$507,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-02-28$1,170,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28No
Was there a failure to transmit to the plan any participant contributions2017-02-28No
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Contributions received in cash from employer2017-02-28$433,471
Employer contributions (assets) at end of year2017-02-28$20,655
Employer contributions (assets) at beginning of year2017-02-28$15,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-02-28$358,729
Did the plan have assets held for investment2017-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28Yes
Opinion of an independent qualified public accountant for this plan2017-02-28Disclaimer
Accountancy firm name2017-02-28ARMANINO LLP
Accountancy firm EIN2017-02-28946214841
2016 : SECOND HARVEST FOOD BANK OF SANTA 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total income from all sources (including contributions)2016-02-29$538,811
Total loss/gain on sale of assets2016-02-29$0
Total of all expenses incurred2016-02-29$792,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-29$776,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-29$1,256,696
Value of total assets at end of year2016-02-29$8,693,186
Value of total assets at beginning of year2016-02-29$8,946,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$15,287
Total interest from all sources2016-02-29$31,040
Total dividends received (eg from common stock, registered investment company shares)2016-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-29No
Was this plan covered by a fidelity bond2016-02-29Yes
Value of fidelity bond cover2016-02-29$1,000,000
If this is an individual account plan, was there a blackout period2016-02-29No
Were there any nonexempt tranactions with any party-in-interest2016-02-29No
Contributions received from participants2016-02-29$643,083
Participant contributions at end of year2016-02-29$170,087
Participant contributions at beginning of year2016-02-29$96,232
Participant contributions at end of year2016-02-29$26,704
Participant contributions at beginning of year2016-02-29$22,450
Income. Received or receivable in cash from other sources (including rollovers)2016-02-29$219,662
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-02-29$1,769
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-02-29$1,521
Other income not declared elsewhere2016-02-29$-2
Administrative expenses (other) incurred2016-02-29$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Value of net income/loss2016-02-29$-253,445
Value of net assets at end of year (total assets less liabilities)2016-02-29$8,693,186
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$8,946,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-29No
Were any leases to which the plan was party in default or uncollectible2016-02-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-02-29$7,971,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-02-29$8,051,638
Income. Interest from loans (other than to participants)2016-02-29$7,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-02-29$23,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-02-29$507,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-02-29$760,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-02-29$-748,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-29No
Was there a failure to transmit to the plan any participant contributions2016-02-29No
Has the plan failed to provide any benefit when due under the plan2016-02-29No
Contributions received in cash from employer2016-02-29$393,951
Employer contributions (assets) at end of year2016-02-29$15,064
Employer contributions (assets) at beginning of year2016-02-29$14,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-02-29$776,969
Contract administrator fees2016-02-29$15,287
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-02-29Yes
Did the plan have assets held for investment2016-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-29Yes
Opinion of an independent qualified public accountant for this plan2016-02-29Disclaimer
Accountancy firm name2016-02-29ARMANINO LLP
Accountancy firm EIN2016-02-29946214841
2015 : SECOND HARVEST FOOD BANK OF SANTA 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total income from all sources (including contributions)2015-02-28$1,466,762
Total loss/gain on sale of assets2015-02-28$0
Total of all expenses incurred2015-02-28$234,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-02-28$232,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-02-28$877,757
Value of total assets at end of year2015-02-28$8,946,631
Value of total assets at beginning of year2015-02-28$7,714,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$1,865
Total interest from all sources2015-02-28$4,650
Total dividends received (eg from common stock, registered investment company shares)2015-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-02-28No
Was this plan covered by a fidelity bond2015-02-28Yes
Value of fidelity bond cover2015-02-28$1,000,000
If this is an individual account plan, was there a blackout period2015-02-28No
Were there any nonexempt tranactions with any party-in-interest2015-02-28No
Contributions received from participants2015-02-28$500,239
Participant contributions at end of year2015-02-28$96,232
Participant contributions at beginning of year2015-02-28$87,395
Participant contributions at end of year2015-02-28$22,450
Participant contributions at beginning of year2015-02-28$18,917
Income. Received or receivable in cash from other sources (including rollovers)2015-02-28$12,783
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-02-28$1,521
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-02-28$25,871
Administrative expenses (other) incurred2015-02-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Value of net income/loss2015-02-28$1,232,338
Value of net assets at end of year (total assets less liabilities)2015-02-28$8,946,631
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$7,714,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2015-02-28No
Were any leases to which the plan was party in default or uncollectible2015-02-28No
Investment advisory and management fees2015-02-28$1,865
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-02-28$8,051,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-02-28$6,814,536
Interest on participant loans2015-02-28$4,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-02-28$760,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-02-28$753,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-02-28$584,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-02-28No
Was there a failure to transmit to the plan any participant contributions2015-02-28No
Has the plan failed to provide any benefit when due under the plan2015-02-28No
Contributions received in cash from employer2015-02-28$364,735
Employer contributions (assets) at end of year2015-02-28$14,219
Employer contributions (assets) at beginning of year2015-02-28$13,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-02-28$232,559
Did the plan have assets held for investment2015-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-02-28Yes
Opinion of an independent qualified public accountant for this plan2015-02-28Disclaimer
Accountancy firm name2015-02-28ARMANINO LLP
Accountancy firm EIN2015-02-28946214841
2014 : SECOND HARVEST FOOD BANK OF SANTA 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$0
Total income from all sources (including contributions)2014-02-28$1,825,173
Total loss/gain on sale of assets2014-02-28$0
Total of all expenses incurred2014-02-28$52,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-02-28$51,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-02-28$908,699
Value of total assets at end of year2014-02-28$7,714,293
Value of total assets at beginning of year2014-02-28$5,941,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$888
Total interest from all sources2014-02-28$5,425
Total dividends received (eg from common stock, registered investment company shares)2014-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-02-28No
Was this plan covered by a fidelity bond2014-02-28Yes
Value of fidelity bond cover2014-02-28$1,000,000
If this is an individual account plan, was there a blackout period2014-02-28No
Were there any nonexempt tranactions with any party-in-interest2014-02-28No
Contributions received from participants2014-02-28$493,364
Participant contributions at end of year2014-02-28$87,395
Participant contributions at beginning of year2014-02-28$96,608
Participant contributions at end of year2014-02-28$18,917
Participant contributions at beginning of year2014-02-28$20,206
Income. Received or receivable in cash from other sources (including rollovers)2014-02-28$71,478
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-02-28$25,871
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-02-28$28,950
Administrative expenses (other) incurred2014-02-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Value of net income/loss2014-02-28$1,772,873
Value of net assets at end of year (total assets less liabilities)2014-02-28$7,714,293
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$5,941,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2014-02-28No
Were any leases to which the plan was party in default or uncollectible2014-02-28No
Investment advisory and management fees2014-02-28$888
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-02-28$6,814,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-02-28$5,057,396
Interest on participant loans2014-02-28$5,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-02-28$753,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-02-28$725,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-02-28$911,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-02-28No
Was there a failure to transmit to the plan any participant contributions2014-02-28No
Has the plan failed to provide any benefit when due under the plan2014-02-28No
Contributions received in cash from employer2014-02-28$343,857
Employer contributions (assets) at end of year2014-02-28$13,603
Employer contributions (assets) at beginning of year2014-02-28$12,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-02-28$51,412
Assets. Corporate common stocks other than exployer securities at beginning of year2014-02-28$0
Did the plan have assets held for investment2014-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-02-28Yes
Opinion of an independent qualified public accountant for this plan2014-02-28Disclaimer
Accountancy firm name2014-02-28BERGER LEWIS ACCOUNTANCY CORP
Accountancy firm EIN2014-02-28942763139
2013 : SECOND HARVEST FOOD BANK OF SANTA 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$0
Total income from all sources (including contributions)2013-02-28$1,247,210
Total loss/gain on sale of assets2013-02-28$0
Total of all expenses incurred2013-02-28$112,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-02-28$109,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-02-28$849,538
Value of total assets at end of year2013-02-28$5,941,420
Value of total assets at beginning of year2013-02-28$4,806,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$2,562
Total interest from all sources2013-02-28$3,741
Total dividends received (eg from common stock, registered investment company shares)2013-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-02-28No
Was this plan covered by a fidelity bond2013-02-28Yes
Value of fidelity bond cover2013-02-28$500,000
If this is an individual account plan, was there a blackout period2013-02-28No
Were there any nonexempt tranactions with any party-in-interest2013-02-28No
Contributions received from participants2013-02-28$487,847
Participant contributions at end of year2013-02-28$96,608
Participant contributions at beginning of year2013-02-28$94,686
Participant contributions at end of year2013-02-28$20,206
Income. Received or receivable in cash from other sources (including rollovers)2013-02-28$32,947
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-02-28$28,950
Administrative expenses (other) incurred2013-02-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Value of net income/loss2013-02-28$1,134,745
Value of net assets at end of year (total assets less liabilities)2013-02-28$5,941,420
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$4,806,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2013-02-28No
Were any leases to which the plan was party in default or uncollectible2013-02-28No
Investment advisory and management fees2013-02-28$2,562
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-02-28$5,057,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-02-28$3,977,815
Interest on participant loans2013-02-28$3,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-02-28$725,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-02-28$733,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-02-28$393,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-02-28No
Was there a failure to transmit to the plan any participant contributions2013-02-28No
Has the plan failed to provide any benefit when due under the plan2013-02-28No
Contributions received in cash from employer2013-02-28$328,744
Employer contributions (assets) at end of year2013-02-28$12,646
Employer contributions (assets) at beginning of year2013-02-28$941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-02-28$109,903
Did the plan have assets held for investment2013-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-02-28Yes
Opinion of an independent qualified public accountant for this plan2013-02-28Disclaimer
Accountancy firm name2013-02-28BERGER LEWIS ACCOUNTANCY CORP
Accountancy firm EIN2013-02-28942763139
2012 : SECOND HARVEST FOOD BANK OF SANTA 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$0
Total income from all sources (including contributions)2012-02-29$966,161
Total loss/gain on sale of assets2012-02-29$0
Total of all expenses incurred2012-02-29$248,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-02-29$245,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-02-29$844,093
Value of total assets at end of year2012-02-29$4,806,675
Value of total assets at beginning of year2012-02-29$4,089,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-02-29$2,769
Total interest from all sources2012-02-29$3,845
Total dividends received (eg from common stock, registered investment company shares)2012-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-02-29No
Was this plan covered by a fidelity bond2012-02-29Yes
Value of fidelity bond cover2012-02-29$1,000,000
If this is an individual account plan, was there a blackout period2012-02-29No
Were there any nonexempt tranactions with any party-in-interest2012-02-29No
Contributions received from participants2012-02-29$421,517
Participant contributions at end of year2012-02-29$94,686
Participant contributions at beginning of year2012-02-29$46,000
Participant contributions at beginning of year2012-02-29$100
Income. Received or receivable in cash from other sources (including rollovers)2012-02-29$135,770
Other income not declared elsewhere2012-02-29$12,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Value of net income/loss2012-02-29$717,578
Value of net assets at end of year (total assets less liabilities)2012-02-29$4,806,675
Value of net assets at beginning of year (total assets less liabilities)2012-02-29$4,089,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-02-29No
Were any leases to which the plan was party in default or uncollectible2012-02-29No
Investment advisory and management fees2012-02-29$2,769
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-02-29$3,977,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-02-29$3,162,411
Interest on participant loans2012-02-29$3,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-02-29$733,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-02-29$878,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-02-29$105,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-02-29No
Was there a failure to transmit to the plan any participant contributions2012-02-29No
Has the plan failed to provide any benefit when due under the plan2012-02-29No
Contributions received in cash from employer2012-02-29$286,806
Employer contributions (assets) at end of year2012-02-29$941
Employer contributions (assets) at beginning of year2012-02-29$1,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-02-29$245,814
Did the plan have assets held for investment2012-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-02-29Yes
Opinion of an independent qualified public accountant for this plan2012-02-29Disclaimer
Accountancy firm name2012-02-29BERGER LEWIS ACCOUNTANCY CORP
Accountancy firm EIN2012-02-29942763139
2011 : SECOND HARVEST FOOD BANK OF SANTA 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total income from all sources (including contributions)2011-02-28$1,269,249
Total loss/gain on sale of assets2011-02-28$0
Total of all expenses incurred2011-02-28$86,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$84,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$781,367
Value of total assets at end of year2011-02-28$4,089,097
Value of total assets at beginning of year2011-02-28$2,906,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$2,374
Total interest from all sources2011-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2011-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28No
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$1,000,000
If this is an individual account plan, was there a blackout period2011-02-28No
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Contributions received from participants2011-02-28$369,290
Participant contributions at end of year2011-02-28$46,000
Participant contributions at end of year2011-02-28$100
Income. Received or receivable in cash from other sources (including rollovers)2011-02-28$148,457
Other income not declared elsewhere2011-02-28$6,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$1,182,751
Value of net assets at end of year (total assets less liabilities)2011-02-28$4,089,097
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$2,906,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Investment advisory and management fees2011-02-28$2,374
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-02-28$3,162,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-02-28$2,906,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-02-28$878,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-02-28$481,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28No
Was there a failure to transmit to the plan any participant contributions2011-02-28Yes
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Contributions received in cash from employer2011-02-28$263,620
Employer contributions (assets) at end of year2011-02-28$1,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$84,124
Did the plan have assets held for investment2011-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28Yes
Opinion of an independent qualified public accountant for this plan2011-02-28Disclaimer
Accountancy firm name2011-02-28BERGER LEWIS ACCOUNTANCY CORP
Accountancy firm EIN2011-02-28942763139

Form 5500 Responses for SECOND HARVEST FOOD BANK OF SANTA

2022: SECOND HARVEST FOOD BANK OF SANTA 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Submission has been amendedNo
2022-03-01This submission is the final filingNo
2022-03-01This return/report is a short plan year return/report (less than 12 months)No
2022-03-01Plan is a collectively bargained planNo
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan funding arrangement – TrustYes
2022-03-01Plan benefit arrangement – InsuranceYes
2022-03-01Plan benefit arrangement - TrustYes
2021: SECOND HARVEST FOOD BANK OF SANTA 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Submission has been amendedNo
2021-03-01This submission is the final filingNo
2021-03-01This return/report is a short plan year return/report (less than 12 months)No
2021-03-01Plan is a collectively bargained planNo
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan funding arrangement – TrustYes
2021-03-01Plan benefit arrangement – InsuranceYes
2021-03-01Plan benefit arrangement - TrustYes
2020: SECOND HARVEST FOOD BANK OF SANTA 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Submission has been amendedNo
2020-03-01This submission is the final filingNo
2020-03-01This return/report is a short plan year return/report (less than 12 months)No
2020-03-01Plan is a collectively bargained planNo
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan funding arrangement – TrustYes
2020-03-01Plan benefit arrangement – InsuranceYes
2020-03-01Plan benefit arrangement - TrustYes
2019: SECOND HARVEST FOOD BANK OF SANTA 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Submission has been amendedNo
2019-03-01This submission is the final filingNo
2019-03-01This return/report is a short plan year return/report (less than 12 months)No
2019-03-01Plan is a collectively bargained planNo
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan funding arrangement – TrustYes
2019-03-01Plan benefit arrangement – InsuranceYes
2019-03-01Plan benefit arrangement - TrustYes
2018: SECOND HARVEST FOOD BANK OF SANTA 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Submission has been amendedNo
2018-03-01This submission is the final filingNo
2018-03-01This return/report is a short plan year return/report (less than 12 months)No
2018-03-01Plan is a collectively bargained planNo
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement – InsuranceYes
2018-03-01Plan benefit arrangement - TrustYes
2017: SECOND HARVEST FOOD BANK OF SANTA 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planYes
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement – InsuranceYes
2017-03-01Plan benefit arrangement - TrustYes
2016: SECOND HARVEST FOOD BANK OF SANTA 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement – InsuranceYes
2016-03-01Plan benefit arrangement - TrustYes
2015: SECOND HARVEST FOOD BANK OF SANTA 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedYes
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement - TrustYes
2014: SECOND HARVEST FOOD BANK OF SANTA 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement - TrustYes
2013: SECOND HARVEST FOOD BANK OF SANTA 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement - TrustYes
2012: SECOND HARVEST FOOD BANK OF SANTA 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement - TrustYes
2011: SECOND HARVEST FOOD BANK OF SANTA 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement - TrustYes
2009: SECOND HARVEST FOOD BANK OF SANTA 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement - TrustYes
2008: SECOND HARVEST FOOD BANK OF SANTA 2008 form 5500 responses
2008-03-01Type of plan entitySingle employer plan
2008-03-01Submission has been amendedNo
2008-03-01This submission is the final filingNo
2008-03-01This return/report is a short plan year return/report (less than 12 months)No
2008-03-01Plan is a collectively bargained planNo
2007: SECOND HARVEST FOOD BANK OF SANTA 2007 form 5500 responses
2007-03-01Type of plan entitySingle employer plan
2007-03-01Submission has been amendedNo
2007-03-01This submission is the final filingNo
2007-03-01This return/report is a short plan year return/report (less than 12 months)No
2007-03-01Plan is a collectively bargained planNo
2006: SECOND HARVEST FOOD BANK OF SANTA 2006 form 5500 responses
2006-03-01Type of plan entitySingle employer plan
2006-03-01Submission has been amendedNo
2006-03-01This submission is the final filingNo
2006-03-01This return/report is a short plan year return/report (less than 12 months)No
2006-03-01Plan is a collectively bargained planNo
2005: SECOND HARVEST FOOD BANK OF SANTA 2005 form 5500 responses
2005-03-01Type of plan entitySingle employer plan
2005-03-01Submission has been amendedNo
2005-03-01This submission is the final filingNo
2005-03-01This return/report is a short plan year return/report (less than 12 months)No
2005-03-01Plan is a collectively bargained planNo
2004: SECOND HARVEST FOOD BANK OF SANTA 2004 form 5500 responses
2004-03-01Type of plan entitySingle employer plan
2004-03-01Submission has been amendedNo
2004-03-01This submission is the final filingNo
2004-03-01This return/report is a short plan year return/report (less than 12 months)No
2004-03-01Plan is a collectively bargained planNo
2003: SECOND HARVEST FOOD BANK OF SANTA 2003 form 5500 responses
2003-03-01Type of plan entitySingle employer plan
2003-03-01Submission has been amendedNo
2003-03-01This submission is the final filingNo
2003-03-01This return/report is a short plan year return/report (less than 12 months)No
2003-03-01Plan is a collectively bargained planNo
2002: SECOND HARVEST FOOD BANK OF SANTA 2002 form 5500 responses
2002-03-01Type of plan entitySingle employer plan
2002-03-01Submission has been amendedNo
2002-03-01This submission is the final filingNo
2002-03-01This return/report is a short plan year return/report (less than 12 months)No
2002-03-01Plan is a collectively bargained planNo
2001: SECOND HARVEST FOOD BANK OF SANTA 2001 form 5500 responses
2001-03-01Type of plan entitySingle employer plan
2001-03-01Submission has been amendedNo
2001-03-01This submission is the final filingNo
2001-03-01This return/report is a short plan year return/report (less than 12 months)No
2001-03-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41870
Policy instance 1
Insurance contract or identification number41870
Number of Individuals Covered25
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $309
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 Administration1
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
Commission paid to Insurance BrokerUSD $309
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41870
Policy instance 1
Insurance contract or identification number41870
Number of Individuals Covered27
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $0
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 Administration1
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406919
Policy instance 2
Insurance contract or identification number406919
Number of Individuals Covered0
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41870
Policy instance 1
Insurance contract or identification number41870
Number of Individuals Covered27
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $303
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 Administration1
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
Commission paid to Insurance BrokerUSD $258
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406919
Policy instance 2
Insurance contract or identification number406919
Number of Individuals Covered9
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $0
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?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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41870
Policy instance 1
Insurance contract or identification number41870
Number of Individuals Covered27
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $289
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 Administration1
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
Commission paid to Insurance BrokerUSD $166
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406919
Policy instance 2
Insurance contract or identification number406919
Number of Individuals Covered7
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $0
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41870
Policy instance 1
Insurance contract or identification number41870
Number of Individuals Covered28
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $344
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 Administration1
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
Commission paid to Insurance BrokerUSD $292
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406919
Policy instance 2
Insurance contract or identification number406919
Number of Individuals Covered7
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $0
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41870
Policy instance 1
Insurance contract or identification number41870
Number of Individuals Covered31
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $353
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 Administration1
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
Commission paid to Insurance BrokerUSD $297
Insurance broker organization code?3
Insurance broker nameCOLARULO, GINA
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41870
Policy instance 2
Insurance contract or identification number41870
Insurance policy start date2015-03-01
Insurance policy end date2016-02-28
Total amount of commissions paid to insurance brokerUSD $478
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $413
Insurance broker organization code?3
Insurance broker nameVICKI MOLIKEN
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406919
Policy instance 1
Insurance contract or identification number406919
Number of Individuals Covered1
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41870
Policy instance 1
Insurance contract or identification number41870
Number of Individuals Covered72
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $1,424
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $1,254
Insurance broker organization code?3
Insurance broker nameVICKI MOLIKEN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41870
Policy instance 1
Insurance contract or identification number41870
Number of Individuals Covered78
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $1,457
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $1,299
Insurance broker organization code?3
Insurance broker nameVICKI MOLIKEN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41870
Policy instance 1
Insurance contract or identification number41870
Number of Individuals Covered83
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $1,332
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $1,168
Insurance broker organization code?3
Insurance broker nameVICKI MOLIKEN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41870
Policy instance 1
Insurance contract or identification number41870
Number of Individuals Covered91
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $1,266
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number41870
Policy instance 1
Insurance contract or identification number41870
Number of Individuals Covered140
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $1,831
Contracts With Unallocated Funds Deposit Administration1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3