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CABRILLO ECONOMIC DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameCABRILLO ECONOMIC DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN
Plan identification number 001

CABRILLO ECONOMIC DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

CABRILLO ECONOMIC DEVELOPMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CABRILLO ECONOMIC DEVELOPMENT CORPORATION
Employer identification number (EIN):953681521
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Additional information about CABRILLO ECONOMIC DEVELOPMENT CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1981-09-28
Company Identification Number: C1091749
Legal Registered Office Address: 702 County Square Drive

Ventura
United States of America (USA)
93003

More information about CABRILLO ECONOMIC DEVELOPMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CABRILLO ECONOMIC DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VICTORIA BRADY2024-06-04 VICTORIA BRADY2024-06-04
0012022-01-01VICTORIA BRADY2023-07-05 VICTORIA BRADY2023-07-05
0012021-01-01VICTORIA BRADY2022-06-13 VICTORIA BRADY2022-06-13
0012020-01-01VICTORIA BRADY2021-05-25 VICTORIA BRADY2021-05-25
0012019-01-01VICTORIA BRADY2020-07-14 VICTORIA BRADY2020-07-14
0012018-01-01VICTORIA BRADY2019-04-17
0012017-01-01VICTORIA BRADY2018-10-07
0012016-01-01VICTORIA BRADY2017-04-25
0012015-01-01DEBRA DE VAY2016-10-12
0012014-01-01DEBRA DE VAY2016-10-12
0012014-01-01DEBRA DE VAY2015-09-17
0012013-01-01NANCY CONK2014-07-31 NANCY CONK2014-07-31
0012012-01-01NANCY CONK2013-10-15 NANCY CONK2013-10-15
0012011-01-01LORA GEIS2012-10-15
0012010-01-01NANCY TILLIE2011-10-17 NANCY TILLIE2011-10-17

Financial Data on CABRILLO ECONOMIC DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN

Measure Date Value
2025 : CABRILLO ECONOMIC DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-30258534
Net assets as of the end of the plan year2025-04-301661760
Total assets as of the beginning of the plan year2025-04-301556980
Value of plan covered by a fidelity bond2025-04-30800000
Participant contributions to plan in this plan year2025-04-30119236
Value of participant loans at end of plan year2025-04-3039749
Other income to plan in this plan year2025-04-30172584
Plan net income in this plan year2025-04-30104780
Net assets as of the end of the plan year2025-04-301661760
Net assets as of the beginning of the plan year2025-04-301556980
Employer contributions to plan in this plan year2025-04-3071494
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-3016654
2024 : CABRILLO ECONOMIC DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-04338006
Net assets as of the end of the plan year2024-06-041556980
Total assets as of the beginning of the plan year2024-06-041489842
Value of plan covered by a fidelity bond2024-06-04800000
Participant contributions to plan in this plan year2024-06-04110784
Value of participant loans at end of plan year2024-06-0430615
Other income to plan in this plan year2024-06-04231012
Plan net income in this plan year2024-06-0467138
Net assets as of the end of the plan year2024-06-041556980
Net assets as of the beginning of the plan year2024-06-041489842
Employer contributions to plan in this plan year2024-06-0463348
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0416026
2022 : CABRILLO ECONOMIC DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-13263795
Net assets as of the end of the plan year2022-06-131699293
Total assets as of the beginning of the plan year2022-06-131649245
Value of plan covered by a fidelity bond2022-06-13500000
Participant contributions to plan in this plan year2022-06-1380884
Value of participant loans at end of plan year2022-06-139379
Other contributions to plan in this plan year2022-06-130
Other income to plan in this plan year2022-06-13184858
Plan net income in this plan year2022-06-1350048
Net assets as of the end of the plan year2022-06-131699293
Net assets as of the beginning of the plan year2022-06-131649245
Employer contributions to plan in this plan year2022-06-1348101
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-1315144

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