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| Plan Name | THE CALTECH Y DEFINED CONTRIBUTION RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE CALTECH Y |
| Employer identification number (EIN): | 951684790 |
| NAIC Classification: | 611000 |
Additional information about THE CALTECH Y
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | |
| Company Identification Number: | C0225633 |
More information about THE CALTECH Y
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | ATHENA CASTRO | 2023-07-07 | ATHENA CASTRO | 2023-07-07 |
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ATHENA CASTRO | 2021-09-30 | ATHENA CASTRO | 2021-09-30 |
| 001 | 2019-01-01 | ATHENA CASTRO | 2020-10-16 | ATHENA CASTRO | 2020-10-16 |
| 001 | 2018-01-01 | ATHENA CASTRO | 2019-07-29 | ATHENA CASTRO | 2019-07-29 |
| 001 | 2017-01-01 | ATHENA CASTRO | 2018-08-15 | ||
| 001 | 2016-01-01 | ATHENA CASTRO | 2017-06-23 | ATHENA CASTRO | 2017-06-23 |
| 001 | 2014-01-01 | ATHENA CASTRO | 2016-06-13 | ||
| 001 | 2013-01-01 | ATHENA CASTRO | 2014-07-03 | ||
| 001 | 2012-01-01 | ATHENA CASTRO | 2013-07-31 | ||
| 001 | 2011-01-01 | ATHENA CASTRO | 2012-07-10 | ||
| 001 | 2010-01-01 | ATHENA CASTRO | 2011-07-15 | ATHENA CASTRO | 2011-07-15 |
| Measure | Date | Value |
|---|---|---|
| 2021: THE CALTECH Y DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
| Total of all active and inactive participants | 2021-01-01 | 6 |
| Total participants | 2021-01-01 | 6 |
| Number of participants with account balances | 2021-01-01 | 6 |
| Measure | Date | Value |
|---|---|---|
| 2021 : THE CALTECH Y DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data | ||
| Total income from all sources | 2021-12-31 | $-757,812 |
| Total plan assets at end of year | 2021-12-31 | $1,064,305 |
| Total plan assets at beginning of year | 2021-12-31 | $1,822,117 |
| Other income received | 2021-12-31 | $-794,205 |
| Net income (gross income less expenses) | 2021-12-31 | $-757,812 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,064,305 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,822,117 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $36,393 |
| 2021: THE CALTECH Y DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses | ||
|---|---|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2021-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) | |||||||||||||||||
| Policy contract number | 151178 | ||||||||||||||||
| Policy instance | 1 | ||||||||||||||||
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