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C.A.P.E. 401(K) PLAN 401k Plan overview

Plan NameC.A.P.E. 401(K) PLAN
Plan identification number 001

C.A.P.E. 401(K) PLAN Benefits

401k Plan TypeDefined 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
  • 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 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.
  • 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.
  • 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 PROFESSIONAL EMPLOYEES has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES
Employer identification number (EIN):952115101
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Additional information about CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0464438

More information about CALIFORNIA ASSOCIATION OF PROFESSIONAL EMPLOYEES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C.A.P.E. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CARMEN LOPEZ2024-06-20 CARMEN LOPEZ2024-06-20
0012022-01-01CARMEN LOPEZ2023-05-31
0012021-01-01CARMEN LOPEZ2022-06-29
0012020-01-01CARMEN LOPEZ2021-06-30 CARMEN LOPEZ2021-06-30
0012019-01-01CARMEN LOPEZ2020-07-23 CARMEN LOPEZ2020-07-23
0012018-01-01JOAN CHACON2019-10-11 JOAN CHACON2019-10-11
0012017-01-01SHAWN MILLNER2018-06-22 SHAWN MILLNER2018-06-22
0012016-01-01SHAWN MILLNER2017-10-11
0012015-01-01SHAWN MILLNER2016-07-26
0012014-01-01SHAWN MILLNER2015-06-30
0012013-01-01SHAWN MILLNER2014-07-25
0012012-01-01SHAWN MILLNER2013-07-02
0012011-01-01SHAWN MILLNER2012-07-23
0012010-01-01SHAWN MILLNER2011-07-07

Plan Statistics for C.A.P.E. 401(K) PLAN

401k plan membership statisitcs for C.A.P.E. 401(K) PLAN

Measure Date Value
2025: C.A.P.E. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-3011
Total number of particpants at end of year2025-05-3012
Number of Participants With Account Balances2025-05-3011
2024: C.A.P.E. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-2011
Total number of particpants at end of year2024-06-2011
Number of Participants With Account Balances2024-06-2010

Financial Data on C.A.P.E. 401(K) PLAN

Measure Date Value
2025 : C.A.P.E. 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-300
Total expenses incurred by plan in this plan year2025-05-3010514
Net assets as of the end of the plan year2025-05-30759059
Total assets as of the beginning of the plan year2025-05-30650338
Value of plan covered by a fidelity bond2025-05-30200000
Participant contributions to plan in this plan year2025-05-3028594
Value of participant loans at end of plan year2025-05-3016110
Other income to plan in this plan year2025-05-3074687
Plan net income in this plan year2025-05-30108721
Net assets as of the end of the plan year2025-05-30759059
Net assets as of the beginning of the plan year2025-05-30650338
Employer contributions to plan in this plan year2025-05-3015954
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-303466
2024 : C.A.P.E. 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-2057805
Net assets as of the end of the plan year2024-06-20650338
Total assets as of the beginning of the plan year2024-06-20571683
Value of plan covered by a fidelity bond2024-06-20200000
Participant contributions to plan in this plan year2024-06-2029822
Value of participant loans at end of plan year2024-06-2023738
Other income to plan in this plan year2024-06-2090346
Plan net income in this plan year2024-06-2078655
Net assets as of the end of the plan year2024-06-20650338
Net assets as of the beginning of the plan year2024-06-20571683
Employer contributions to plan in this plan year2024-06-2016292
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-202955

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