401k Plan data: THE WALLIS ANNENBERG LEGACY FOUNDATION 403(B) PLAN plan

THE WALLIS ANNENBERG LEGACY FOUNDATION 403(B) PLAN 401k Plan overview

Plan Name	THE WALLIS ANNENBERG LEGACY FOUNDATION 403(B) PLAN
Plan identification number	001

THE WALLIS ANNENBERG LEGACY FOUNDATION 403(B) 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 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.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE WALLIS ANNENBERG LEGACY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: THE WALLIS ANNENBERG LEGACY FOUNDATION

Employer identification number (EIN): 452964080

NAIC Classification: 812910
NAIC Description: Pet Care (except Veterinary) Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WALLIS ANNENBERG LEGACY FOUNDATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 TERESA XIONG 2024-09-10
001 2022-01-01 BRIAN GOLDMAN 2023-07-12
001 2021-01-01 RONDA SHROPSHIRE 2022-10-04
001 2020-01-01 RONDA SHROPSHIRE 2021-10-08
001 2019-01-01 RONDA SHROPSHIRE 2020-07-28
001 2018-01-01 RONDA SHROPSHIRE 2019-07-30
001 2017-01-01 RONDA SHROPSHIRE 2018-10-10
001 2016-01-01 JACQUELINE BOHI 2017-07-18 JACQUELINE BOHI 2017-07-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	TERESA XIONG	2024-09-10
001	2022-01-01	BRIAN GOLDMAN	2023-07-12
001	2021-01-01	RONDA SHROPSHIRE	2022-10-04
001	2020-01-01	RONDA SHROPSHIRE	2021-10-08
001	2019-01-01	RONDA SHROPSHIRE	2020-07-28
001	2018-01-01	RONDA SHROPSHIRE	2019-07-30
001	2017-01-01	RONDA SHROPSHIRE	2018-10-10
001	2016-01-01	JACQUELINE BOHI	2017-07-18	JACQUELINE BOHI	2017-07-18

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Company Name:	THE WALLIS ANNENBERG LEGACY FOUNDATION
Employer identification number (EIN):	452964080
NAIC Classification:	812910
NAIC Description:	Pet Care (except Veterinary) Services