401k Plan data: CALIFORNIA TAXPAYERS ASSOCIATION 401K PROFIT SHARING PLAN plan

CALIFORNIA TAXPAYERS ASSOCIATION 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	CALIFORNIA TAXPAYERS ASSOCIATION 401K PROFIT SHARING PLAN
Plan identification number	002

CALIFORNIA TAXPAYERS ASSOCIATION 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

Company Name: CALIFORNIA TAXPAYERS ASSOCIATION

Employer identification number (EIN): 950598420

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA TAXPAYERS ASSOCIATION 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 TERESA CASAZZA 2013-07-09 TERESA CASAZZA 2013-07-09
002 2011-01-01 PENSION FILERS 2012-05-31
002 2010-01-01 PENSION FILERS 2011-04-21

Plan Statistics for CALIFORNIA TAXPAYERS ASSOCIATION 401K PROFIT SHARING PLAN

401k plan membership statisitcs for CALIFORNIA TAXPAYERS ASSOCIATION 401K PROFIT SHARING PLAN

Measure Date Value
2025: CALIFORNIA TAXPAYERS ASSOCIATION 401K PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-03 9
Total number of particpants at end of year 2025-07-03 9
Number of Participants With Account Balances 2025-07-03 7
2024: CALIFORNIA TAXPAYERS ASSOCIATION 401K PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-08-01 11
Total number of particpants at end of year 2024-08-01 10
Number of Participants With Account Balances 2024-08-01 7

Measure	Date	Value
2025: CALIFORNIA TAXPAYERS ASSOCIATION 401K PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-03	9
Total number of particpants at end of year	2025-07-03	9
Number of Participants With Account Balances	2025-07-03	7
2024: CALIFORNIA TAXPAYERS ASSOCIATION 401K PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-08-01	11
Total number of particpants at end of year	2024-08-01	10
Number of Participants With Account Balances	2024-08-01	7

Financial Data on CALIFORNIA TAXPAYERS ASSOCIATION 401K PROFIT SHARING PLAN

Measure	Date	Value
2025 : CALIFORNIA TAXPAYERS ASSOCIATION 401K PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-07-03	0
Total liabilities as of the beginning of the plan year	2025-07-03	0
Total expenses incurred by plan in this plan year	2025-07-03	2750
Net assets as of the end of the plan year	2025-07-03	2011298
Total assets as of the beginning of the plan year	2025-07-03	1634833
Value of plan covered by a fidelity bond	2025-07-03	300000
Participant contributions to plan in this plan year	2025-07-03	50576
Other income to plan in this plan year	2025-07-03	268102
Plan net income in this plan year	2025-07-03	376465
Net assets as of the end of the plan year	2025-07-03	2011298
Net assets as of the beginning of the plan year	2025-07-03	1634833
Employer contributions to plan in this plan year	2025-07-03	60537
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-03	2750
2024 : CALIFORNIA TAXPAYERS ASSOCIATION 401K PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-08-01	0
Total liabilities as of the beginning of the plan year	2024-08-01	0
Total expenses incurred by plan in this plan year	2024-08-01	32559
Net assets as of the end of the plan year	2024-08-01	1634833
Total assets as of the beginning of the plan year	2024-08-01	1270498
Value of plan covered by a fidelity bond	2024-08-01	300000
Participant contributions to plan in this plan year	2024-08-01	71573
Other income to plan in this plan year	2024-08-01	258708
Plan net income in this plan year	2024-08-01	364335
Net assets as of the end of the plan year	2024-08-01	1634833
Net assets as of the beginning of the plan year	2024-08-01	1270498
Employer contributions to plan in this plan year	2024-08-01	66613
Expensese paid to adminstrative service provicers from plan in this plan year	2024-08-01	393

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Company Name:	CALIFORNIA TAXPAYERS ASSOCIATION
Employer identification number (EIN):	950598420
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	TERESA CASAZZA	2013-07-09	TERESA CASAZZA	2013-07-09
002	2011-01-01	PENSION FILERS	2012-05-31
002	2010-01-01	PENSION FILERS	2011-04-21