401k Plan data: CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN plan

CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 401k Plan overview

Plan Name	CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN
Plan identification number	001

CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHILDRENS DISCOVERY MUSEUM OF SAN JOSE has sponsored the creation of one or more 401k plans.

Company Name: CHILDRENS DISCOVERY MUSEUM OF SAN JOSE

Employer identification number (EIN): 942870828

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-09-01 SUSAN CLARK 2023-11-30
001 2021-09-01 SUSAN CLARK 2023-01-13
001 2020-09-01 SUSAN CLARK 2022-01-23
001 2019-09-01
001 2018-09-01
001 2017-09-01
001 2016-09-01 SUSAN CLARK
001 2015-09-01 SUSAN CLARK
001 2014-09-01 SUSAN CLARK 2016-03-25
001 2013-09-01 SUSAN CLARK 2015-01-09
001 2012-09-01 SUSAN CLARK 2014-02-04
001 2011-09-01 SUSAN CLARK 2013-03-04
001 2010-09-01 SUSAN CLARK 2012-05-21
001 2008-09-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-09-01	SUSAN CLARK	2023-11-30
001	2021-09-01	SUSAN CLARK	2023-01-13
001	2020-09-01	SUSAN CLARK	2022-01-23
001	2019-09-01
001	2018-09-01
001	2017-09-01
001	2016-09-01	SUSAN CLARK
001	2015-09-01	SUSAN CLARK
001	2014-09-01	SUSAN CLARK	2016-03-25
001	2013-09-01	SUSAN CLARK	2015-01-09
001	2012-09-01	SUSAN CLARK	2014-02-04
001	2011-09-01	SUSAN CLARK	2013-03-04
001	2010-09-01	SUSAN CLARK	2012-05-21
001	2008-09-01

Plan Statistics for CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN

401k plan membership statisitcs for CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN

Measure Date Value
2019: CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 144
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 25
Number of retired or separated participants receiving benefits 2019-09-01 14
Number of other retired or separated participants entitled to future benefits 2019-09-01 26
Total of all active and inactive participants 2019-09-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-09-01 0
Total participants 2019-09-01 65
Number of participants with account balances 2019-09-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-09-01 0
2018: CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 178
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 90
Number of retired or separated participants receiving benefits 2018-09-01 3
Number of other retired or separated participants entitled to future benefits 2018-09-01 27
Total of all active and inactive participants 2018-09-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-09-01 0
Total participants 2018-09-01 120
Number of participants with account balances 2018-09-01 62
2017: CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 151
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 108
Number of retired or separated participants receiving benefits 2017-09-01 5
Number of other retired or separated participants entitled to future benefits 2017-09-01 65
Total of all active and inactive participants 2017-09-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-09-01 0
Total participants 2017-09-01 178
Number of participants with account balances 2017-09-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-09-01 0
2016: CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 142
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 85
Number of retired or separated participants receiving benefits 2016-09-01 4
Number of other retired or separated participants entitled to future benefits 2016-09-01 62
Total of all active and inactive participants 2016-09-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 151
Number of participants with account balances 2016-09-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 149
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 73
Number of other retired or separated participants entitled to future benefits 2015-09-01 68
Total of all active and inactive participants 2015-09-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 1
Total participants 2015-09-01 142
Number of participants with account balances 2015-09-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0

Measure	Date	Value
2019: CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	144
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	25
Number of retired or separated participants receiving benefits	2019-09-01	14
Number of other retired or separated participants entitled to future benefits	2019-09-01	26
Total of all active and inactive participants	2019-09-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-09-01	0
Total participants	2019-09-01	65
Number of participants with account balances	2019-09-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-09-01	0
2018: CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	178
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	90
Number of retired or separated participants receiving benefits	2018-09-01	3
Number of other retired or separated participants entitled to future benefits	2018-09-01	27
Total of all active and inactive participants	2018-09-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-09-01	0
Total participants	2018-09-01	120
Number of participants with account balances	2018-09-01	62
2017: CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	151
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	108
Number of retired or separated participants receiving benefits	2017-09-01	5
Number of other retired or separated participants entitled to future benefits	2017-09-01	65
Total of all active and inactive participants	2017-09-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-09-01	0
Total participants	2017-09-01	178
Number of participants with account balances	2017-09-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-09-01	0
2016: CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	142
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	85
Number of retired or separated participants receiving benefits	2016-09-01	4
Number of other retired or separated participants entitled to future benefits	2016-09-01	62
Total of all active and inactive participants	2016-09-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	151
Number of participants with account balances	2016-09-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	149
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	73
Number of other retired or separated participants entitled to future benefits	2015-09-01	68
Total of all active and inactive participants	2015-09-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	1
Total participants	2015-09-01	142
Number of participants with account balances	2015-09-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0

Financial Data on CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN

Measure	Date	Value
2020 : CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-08-31	$1,006,668
Total of all expenses incurred	2020-08-31	$497,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$497,186
Expenses. Certain deemed distributions of participant loans	2020-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$190,020
Value of total assets at end of year	2020-08-31	$6,275,292
Value of total assets at beginning of year	2020-08-31	$5,765,810
Total interest from all sources	2020-08-31	$81
Total dividends received (eg from common stock, registered investment company shares)	2020-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-08-31	$0
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$500,000
If this is an individual account plan, was there a blackout period	2020-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Contributions received from participants	2020-08-31	$190,020
Participant contributions at end of year	2020-08-31	$2,478
Participant contributions at beginning of year	2020-08-31	$2,260
Participant contributions at end of year	2020-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$509,482
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$6,275,292
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$5,765,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-08-31	$5,984,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-08-31	$5,441,906
Interest on participant loans	2020-08-31	$81
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-08-31	$288,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-08-31	$321,644
Expenses. Payments to insurance carriers foe the provision of benefits	2020-08-31	$31,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-08-31	$816,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	No
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Contributions received in cash from employer	2020-08-31	$0
Employer contributions (assets) at end of year	2020-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$465,409
Did the plan have assets held for investment	2020-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-08-31	Disclaimer
Accountancy firm name	2020-08-31	ARMANINO LLP
Accountancy firm EIN	2020-08-31	946214841
2019 : CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-08-31	$368,461
Total of all expenses incurred	2019-08-31	$78,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-31	$46,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-31	$232,113
Value of total assets at end of year	2019-08-31	$5,765,810
Value of total assets at beginning of year	2019-08-31	$5,475,892
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-31	$32,457
Total interest from all sources	2019-08-31	$69
Total dividends received (eg from common stock, registered investment company shares)	2019-08-31	$2,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-08-31	$2,353
Was this plan covered by a fidelity bond	2019-08-31	Yes
Value of fidelity bond cover	2019-08-31	$500,000
If this is an individual account plan, was there a blackout period	2019-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-08-31	No
Contributions received from participants	2019-08-31	$232,113
Participant contributions at end of year	2019-08-31	$2,260
Participant contributions at beginning of year	2019-08-31	$1,402
Other income not declared elsewhere	2019-08-31	$32,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Value of net income/loss	2019-08-31	$289,918
Value of net assets at end of year (total assets less liabilities)	2019-08-31	$5,765,810
Value of net assets at beginning of year (total assets less liabilities)	2019-08-31	$5,475,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-31	No
Were any leases to which the plan was party in default or uncollectible	2019-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-08-31	$5,441,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-08-31	$5,147,937
Interest on participant loans	2019-08-31	$69
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-08-31	$321,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-08-31	$326,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-08-31	$101,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-31	No
Was there a failure to transmit to the plan any participant contributions	2019-08-31	No
Has the plan failed to provide any benefit when due under the plan	2019-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-31	$46,086
Contract administrator fees	2019-08-31	$32,457
Did the plan have assets held for investment	2019-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-08-31	Disclaimer
Accountancy firm name	2019-08-31	ARMANINO LLP
Accountancy firm EIN	2019-08-31	946214841
2018 : CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-08-31	$723,804
Total of all expenses incurred	2018-08-31	$79,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$79,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$216,343
Value of total assets at end of year	2018-08-31	$5,475,892
Value of total assets at beginning of year	2018-08-31	$4,832,020
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$276
Total interest from all sources	2018-08-31	$2,437
Total dividends received (eg from common stock, registered investment company shares)	2018-08-31	$505,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-08-31	$505,024
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$230,000
If this is an individual account plan, was there a blackout period	2018-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Contributions received from participants	2018-08-31	$206,899
Participant contributions at end of year	2018-08-31	$1,402
Participant contributions at beginning of year	2018-08-31	$7,014
Participant contributions at beginning of year	2018-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-08-31	$9,444
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-08-31	$0
Total non interest bearing cash at beginning of year	2018-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$643,872
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$5,475,892
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$4,832,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-08-31	$5,147,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-08-31	$4,427,729
Interest on participant loans	2018-08-31	$149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-08-31	$58,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-08-31	$58,585
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-08-31	$2,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-08-31	$326,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-08-31	$338,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	No
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Contributions received in cash from employer	2018-08-31	$0
Employer contributions (assets) at beginning of year	2018-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$79,656
Contract administrator fees	2018-08-31	$276
Did the plan have assets held for investment	2018-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-08-31	Disclaimer
Accountancy firm name	2018-08-31	ARMANINO LLP
Accountancy firm EIN	2018-08-31	946214841
2017 : CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-08-31	$703,029
Total of all expenses incurred	2017-08-31	$123,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$93,855
Expenses. Certain deemed distributions of participant loans	2017-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$208,079
Value of total assets at end of year	2017-08-31	$4,832,020
Value of total assets at beginning of year	2017-08-31	$4,252,950
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$30,104
Total interest from all sources	2017-08-31	$607
Total dividends received (eg from common stock, registered investment company shares)	2017-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-08-31	$0
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$425,295
If this is an individual account plan, was there a blackout period	2017-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Contributions received from participants	2017-08-31	$208,079
Participant contributions at end of year	2017-08-31	$7,014
Participant contributions at beginning of year	2017-08-31	$14,131
Participant contributions at end of year	2017-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-08-31	$3,466
Administrative expenses (other) incurred	2017-08-31	$3,091
Total non interest bearing cash at end of year	2017-08-31	$0
Total non interest bearing cash at beginning of year	2017-08-31	$1,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$579,070
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$4,832,020
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$4,252,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-08-31	$4,427,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-08-31	$3,895,876
Interest on participant loans	2017-08-31	$547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-08-31	$58,585
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-08-31	$60
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-08-31	$338,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-08-31	$337,623
Expenses. Payments to insurance carriers foe the provision of benefits	2017-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-08-31	$494,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	No
Was there a failure to transmit to the plan any participant contributions	2017-08-31	No
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Contributions received in cash from employer	2017-08-31	$0
Employer contributions (assets) at end of year	2017-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$93,855
Contract administrator fees	2017-08-31	$27,013
Did the plan have assets held for investment	2017-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-08-31	Disclaimer
Accountancy firm name	2017-08-31	ARMANINO, LLP
Accountancy firm EIN	2017-08-31	946214841
2016 : CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-08-31	$485,768
Total of all expenses incurred	2016-08-31	$11,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$11,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$209,708
Value of total assets at end of year	2016-08-31	$4,252,950
Value of total assets at beginning of year	2016-08-31	$3,778,358
Total interest from all sources	2016-08-31	$547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$230,000
If this is an individual account plan, was there a blackout period	2016-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Contributions received from participants	2016-08-31	$209,708
Participant contributions at end of year	2016-08-31	$14,131
Participant contributions at beginning of year	2016-08-31	$8,642
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-08-31	$3,466
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-08-31	$1,070
Total non interest bearing cash at end of year	2016-08-31	$1,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$474,592
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$4,252,950
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$3,778,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-31	$4,233,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-31	$3,768,646
Interest on participant loans	2016-08-31	$547
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-08-31	$275,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	No
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$11,176
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-08-31	No
Did the plan have assets held for investment	2016-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-08-31	Disclaimer
Accountancy firm name	2016-08-31	ARMANINO LLP
Accountancy firm EIN	2016-08-31	946214841

Form 5500 Responses for CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN

2019: CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	Plan funding arrangement – Insurance	Yes
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement – Insurance	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	Plan funding arrangement – Insurance	Yes
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement – Insurance	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Plan funding arrangement – Insurance	Yes
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement – Insurance	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Plan funding arrangement – Insurance	Yes
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement – Insurance	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2008: CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 403(B) PLAN 2008 form 5500 responses
2008-09-01	Type of plan entity	Single employer plan
2008-09-01	First time form 5500 has been submitted	Yes
2008-09-01	Submission has been amended	No
2008-09-01	This submission is the final filing	No
2008-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-09-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

316223

Policy instance

Insurance contract or identification number	316223
Number of Individuals Covered	65
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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 number

316223

Policy instance

Insurance contract or identification number	316223
Number of Individuals Covered	67
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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 number

316223

Policy instance

Insurance contract or identification number	316223
Number of Individuals Covered	68
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CHILDRENS DISCOVERY MUSEUM OF SAN JOSE
Employer identification number (EIN):	942870828
NAIC Classification:	611000