401k Plan data: PACIFIC WHALE FOUNDATION 401(K) PLAN plan

PACIFIC WHALE FOUNDATION 401(K) PLAN 401k Plan overview

Plan Name	PACIFIC WHALE FOUNDATION 401(K) PLAN
Plan identification number	001

PACIFIC WHALE FOUNDATION 401(K) PLAN Benefits

401k Plan Type

Defined 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 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PACIFIC WHALE FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: PACIFIC WHALE FOUNDATION

Employer identification number (EIN): 990207417

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACIFIC WHALE FOUNDATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KRISTIE WRIGGLESWORTH 2024-02-13 KRISTIE WRIGGLESWORTH 2024-02-13
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01
001 2017-01-01 KRISTIE WRIGGLESWORTH 2020-06-16 KRISTIE WRIGGLESWORTH 2020-06-16
001 2016-01-01
001 2015-01-01
001 2015-01-01

Plan Statistics for PACIFIC WHALE FOUNDATION 401(K) PLAN

401k plan membership statisitcs for PACIFIC WHALE FOUNDATION 401(K) PLAN

Measure Date Value
2021: PACIFIC WHALE FOUNDATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 59
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 35
Total of all active and inactive participants 2021-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 94
Number of participants with account balances 2021-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PACIFIC WHALE FOUNDATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 80
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 19
Total of all active and inactive participants 2020-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 99
Number of participants with account balances 2020-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: PACIFIC WHALE FOUNDATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 80
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 86
Number of participants with account balances 2019-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PACIFIC WHALE FOUNDATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 96
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 12
Total of all active and inactive participants 2018-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 108
Number of participants with account balances 2018-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 24

Measure	Date	Value
2021: PACIFIC WHALE FOUNDATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	59
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	35
Total of all active and inactive participants	2021-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	94
Number of participants with account balances	2021-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PACIFIC WHALE FOUNDATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	80
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	19
Total of all active and inactive participants	2020-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	99
Number of participants with account balances	2020-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: PACIFIC WHALE FOUNDATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	80
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	86
Number of participants with account balances	2019-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PACIFIC WHALE FOUNDATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	96
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	12
Total of all active and inactive participants	2018-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	108
Number of participants with account balances	2018-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	24

Financial Data on PACIFIC WHALE FOUNDATION 401(K) PLAN

Measure	Date	Value
2021 : PACIFIC WHALE FOUNDATION 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$548,102
Total of all expenses incurred	2021-12-31	$177,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$176,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$339,292
Value of total assets at end of year	2021-12-31	$1,657,296
Value of total assets at beginning of year	2021-12-31	$1,286,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$626
Total interest from all sources	2021-12-31	$2,360
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$28,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$28,258
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$126,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$205,833
Participant contributions at end of year	2021-12-31	$7,052
Participant contributions at beginning of year	2021-12-31	$44,429
Administrative expenses (other) incurred	2021-12-31	$626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$370,845
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,657,296
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,286,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,516,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,201,949
Interest on participant loans	2021-12-31	$2,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$178,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$133,459
Employer contributions (assets) at end of year	2021-12-31	$133,459
Employer contributions (assets) at beginning of year	2021-12-31	$40,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$176,631
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	CARBONARO CPAS & MANAGEMENT GROUP
Accountancy firm EIN	2021-12-31	990303190
2020 : PACIFIC WHALE FOUNDATION 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$347,364
Total of all expenses incurred	2020-12-31	$234,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$225,169
Value of total corrective distributions	2020-12-31	$7,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$192,521
Value of total assets at end of year	2020-12-31	$1,286,451
Value of total assets at beginning of year	2020-12-31	$1,173,793
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,053
Total interest from all sources	2020-12-31	$2,360
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$28,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$28,258
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$118,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$152,449
Participant contributions at end of year	2020-12-31	$44,429
Participant contributions at beginning of year	2020-12-31	$38,697
Participant contributions at beginning of year	2020-12-31	$10,139
Administrative expenses (other) incurred	2020-12-31	$2,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$112,658
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,286,451
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,173,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,201,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,060,630
Interest on participant loans	2020-12-31	$2,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$124,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$40,072
Employer contributions (assets) at end of year	2020-12-31	$40,073
Employer contributions (assets) at beginning of year	2020-12-31	$64,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$225,169
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CARBONARO CPAS & MANAGEMENT GROUP
Accountancy firm EIN	2020-12-31	990303190
2019 : PACIFIC WHALE FOUNDATION 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$439,334
Total income from all sources (including contributions)	2019-12-31	$439,334
Total of all expenses incurred	2019-12-31	$75,341
Total of all expenses incurred	2019-12-31	$75,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$73,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$73,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$292,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$292,885
Value of total assets at end of year	2019-12-31	$1,173,793
Value of total assets at end of year	2019-12-31	$1,173,793
Value of total assets at beginning of year	2019-12-31	$809,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,120
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,120
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$19,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$80,000
Value of fidelity bond cover	2019-12-31	$80,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$207,734
Contributions received from participants	2019-12-31	$207,734
Participant contributions at end of year	2019-12-31	$38,697
Participant contributions at end of year	2019-12-31	$38,697
Participant contributions at end of year	2019-12-31	$10,139
Participant contributions at beginning of year	2019-12-31	$6,577
Participant contributions at beginning of year	2019-12-31	$6,577
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$19,346
Administrative expenses (other) incurred	2019-12-31	$2,120
Administrative expenses (other) incurred	2019-12-31	$2,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$363,993
Value of net income/loss	2019-12-31	$363,993
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,173,793
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$809,800
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$809,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,060,630
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,060,630
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$695,080
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$695,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$7,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$7,859
Net investment gain/loss from pooled separate accounts	2019-12-31	$126,728
Net investment gain/loss from pooled separate accounts	2019-12-31	$126,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$65,805
Contributions received in cash from employer	2019-12-31	$65,805
Employer contributions (assets) at end of year	2019-12-31	$64,327
Employer contributions (assets) at end of year	2019-12-31	$64,327
Employer contributions (assets) at beginning of year	2019-12-31	$100,284
Employer contributions (assets) at beginning of year	2019-12-31	$100,284
Income. Dividends from preferred stock	2019-12-31	$19,721
Income. Dividends from preferred stock	2019-12-31	$19,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$73,221
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CARBONARO CPAS & MANAGEMENT GROUP
Accountancy firm name	2019-12-31	CARBONARO CPAS & MANAGEMENT GROUP
Accountancy firm EIN	2019-12-31	990303190
Accountancy firm EIN	2019-12-31	990303190
2018 : PACIFIC WHALE FOUNDATION 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$284,499
Total of all expenses incurred	2018-12-31	$177,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$173,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$343,061
Value of total assets at end of year	2018-12-31	$809,800
Value of total assets at beginning of year	2018-12-31	$702,786
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,186
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$48
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$100,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$161,335
Participant contributions at end of year	2018-12-31	$6,577
Participant contributions at beginning of year	2018-12-31	$6,230
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$81,442
Administrative expenses (other) incurred	2018-12-31	$4,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$107,014
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$809,800
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$702,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$695,080
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$602,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$7,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$520
Net investment gain/loss from pooled separate accounts	2018-12-31	$-58,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$100,284
Employer contributions (assets) at end of year	2018-12-31	$100,284
Employer contributions (assets) at beginning of year	2018-12-31	$93,181
Income. Dividends from preferred stock	2018-12-31	$48
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$173,299
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CARBONARO CPAS & MANAGEMENT GROUP
Accountancy firm EIN	2018-12-31	990303190

Form 5500 Responses for PACIFIC WHALE FOUNDATION 401(K) PLAN

2021: PACIFIC WHALE FOUNDATION 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PACIFIC WHALE FOUNDATION 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: PACIFIC WHALE FOUNDATION 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: PACIFIC WHALE FOUNDATION 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

0435

Policy instance

Insurance contract or identification number	0435
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

0435

Policy instance

Insurance contract or identification number	0435
Insurance policy start date	2019-01-01
Insurance policy end date	2019-02-06
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

0435

Policy instance

Insurance contract or identification number	0435
Number of Individuals Covered	108
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of fees paid to insurance company	USD $2,694
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2694
Additional information about fees paid to insurance broker	ADMINISTRATION

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Company Name:	PACIFIC WHALE FOUNDATION
Employer identification number (EIN):	990207417
NAIC Classification:	611000

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	KRISTIE WRIGGLESWORTH	2024-02-13	KRISTIE WRIGGLESWORTH	2024-02-13
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01
001	2017-01-01	KRISTIE WRIGGLESWORTH	2020-06-16	KRISTIE WRIGGLESWORTH	2020-06-16
001	2016-01-01
001	2015-01-01
001	2015-01-01