401k Plan data: CASBO 401K PROFIT SHARING PLAN plan

CASBO 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	CASBO 401K PROFIT SHARING PLAN
Plan identification number	001

CASBO 401K PROFIT SHARING 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CALIFORNIA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS has sponsored the creation of one or more 401k plans.

Company Name: CALIFORNIA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS

Employer identification number (EIN): 946082654

NAIC Classification: 611000

Additional information about CALIFORNIA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0587521

More information about CALIFORNIA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASBO 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-07-01 JOHN-PAUL BUSTAMANTE 2024-10-28
001 2022-07-01 JOHN-PAUL BUSTAMANTE 2023-10-06
001 2021-07-01 JOHN-PAUL BUSTAMANTE 2022-11-14
001 2020-07-01 JOHN-PAUL BUSTAMANTE 2021-11-04
001 2019-07-01 JOHN-PAUL BUSTAMANTE 2021-04-06
001 2018-07-01 JOHN-PAUL BUSTAMANTE 2020-01-21
001 2017-07-01 JOHN-PAUL BUSTAMANTE 2018-10-30
001 2016-07-01 RUTH MCGEE HEWITT 2018-04-13
001 2015-07-01 RUTH MCGEE HEWITT 2017-01-03
001 2014-07-01 RUTH MCGEE HEWITT 2016-04-05
001 2013-07-01
001 2012-07-01 RUTH MCGEE HEWITT 2014-02-21 RUTH MCGEE HEWITT 2014-02-21
001 2011-07-01 PENSION FILERS 2012-09-13
001 2010-07-01 PENSION FILERS 2011-09-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-07-01	JOHN-PAUL BUSTAMANTE	2024-10-28
001	2022-07-01	JOHN-PAUL BUSTAMANTE	2023-10-06
001	2021-07-01	JOHN-PAUL BUSTAMANTE	2022-11-14
001	2020-07-01	JOHN-PAUL BUSTAMANTE	2021-11-04
001	2019-07-01	JOHN-PAUL BUSTAMANTE	2021-04-06
001	2018-07-01	JOHN-PAUL BUSTAMANTE	2020-01-21
001	2017-07-01	JOHN-PAUL BUSTAMANTE	2018-10-30
001	2016-07-01	RUTH MCGEE HEWITT	2018-04-13
001	2015-07-01	RUTH MCGEE HEWITT	2017-01-03
001	2014-07-01	RUTH MCGEE HEWITT	2016-04-05
001	2013-07-01
001	2012-07-01	RUTH MCGEE HEWITT	2014-02-21	RUTH MCGEE HEWITT	2014-02-21
001	2011-07-01	PENSION FILERS	2012-09-13
001	2010-07-01	PENSION FILERS	2011-09-13

Plan Statistics for CASBO 401K PROFIT SHARING PLAN

401k plan membership statisitcs for CASBO 401K PROFIT SHARING PLAN

Measure Date Value
2024: CASBO 401K PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-28 28
Total number of particpants at end of year 2024-10-28 35
Number of Participants With Account Balances 2024-10-28 33
2022: CASBO 401K PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-11-14 28
Total number of particpants at end of year 2022-11-14 29
Number of Participants With Account Balances 2022-11-14 29

Measure	Date	Value
2024: CASBO 401K PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-28	28
Total number of particpants at end of year	2024-10-28	35
Number of Participants With Account Balances	2024-10-28	33
2022: CASBO 401K PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-11-14	28
Total number of particpants at end of year	2022-11-14	29
Number of Participants With Account Balances	2022-11-14	29

Financial Data on CASBO 401K PROFIT SHARING PLAN

Measure	Date	Value
2024 : CASBO 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-28	275910
Net assets as of the end of the plan year	2024-10-28	2528952
Total assets as of the beginning of the plan year	2024-10-28	2122101
Value of plan covered by a fidelity bond	2024-10-28	253000
Participant contributions to plan in this plan year	2024-10-28	96288
Value of participant loans at end of plan year	2024-10-28	21984
Other expenses paid from plan in this plan year	2024-10-28	13853
Other contributions to plan in this plan year	2024-10-28	2902
Other income to plan in this plan year	2024-10-28	351622
Plan net income in this plan year	2024-10-28	406851
Net assets as of the end of the plan year	2024-10-28	2528952
Net assets as of the beginning of the plan year	2024-10-28	2122101
Employer contributions to plan in this plan year	2024-10-28	231949
Fees paid to broker by Benefit Provider	2024-10-28	1263
2022 : CASBO 401K PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-11-14	714281
Net assets as of the end of the plan year	2022-11-14	1631330
Total assets as of the beginning of the plan year	2022-11-14	2416499
Value of plan covered by a fidelity bond	2022-11-14	213000
Participant contributions to plan in this plan year	2022-11-14	67569
Value of participant loans at end of plan year	2022-11-14	20856
Other expenses paid from plan in this plan year	2022-11-14	19570
Other income to plan in this plan year	2022-11-14	-310722
Plan net income in this plan year	2022-11-14	-785169
Net assets as of the end of the plan year	2022-11-14	1631330
Net assets as of the beginning of the plan year	2022-11-14	2416499
Employer contributions to plan in this plan year	2022-11-14	172265
Fees paid to broker by Benefit Provider	2022-11-14	1419

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Company Name:	CALIFORNIA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS
Employer identification number (EIN):	946082654
NAIC Classification:	611000

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0587521