401k Plan data: THE GEORGE FOUNDATION RETIREMENT PLAN plan

THE GEORGE FOUNDATION RETIREMENT PLAN 401k Plan overview

Plan Name	THE GEORGE FOUNDATION RETIREMENT PLAN
Plan identification number	001

THE GEORGE FOUNDATION RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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

THE GEORGE FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: THE GEORGE FOUNDATION

Employer identification number (EIN): 746043368

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE GEORGE FOUNDATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 2007-09-26

Company Identification Number: C3026745

Legal Registered Office Address: 16133 Ventura Blvd Penthouse A

Encino
United States of America (USA)
91436

More information about THE GEORGE FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GEORGE FOUNDATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ROGER E. ADAMSON 2024-07-24 JAMES D. CONDREY 2024-07-24
001 2022-01-01 ROGER E. ADAMSON 2023-08-29
001 2021-01-01 ROGER E. ADAMSON 2022-06-29 RUTHANNE MEFFORD 2022-06-02
001 2020-01-01 ROGER E. ADAMSON 2021-05-26 JOHN M. NULL 2021-05-26
001 2019-01-01 ROGER E. ADAMSON 2020-07-29 JOHN M. NULL 2020-07-28
001 2018-01-01 ROGER E. ADAMSON 2019-06-28 THOMAS C. MCNUTT 2019-06-28
001 2017-01-01 ROGER E. ADAMSON 2018-04-26 THOMAS C. MCNUTT 2018-04-25
001 2016-01-01 ROGER E. ADAMSON 2017-06-28 JOHN M. NULL 2017-06-27
001 2015-01-01 ROGER E. ADAMSON 2016-07-27 JOHN M. NULL 2016-07-26
001 2014-01-01 ROGER E. ADAMSON 2015-07-01 WILLIAM JAMESON 2015-06-30
001 2013-01-01 ROGER E. ADAMSON 2014-06-23 WILLIAM JAMESON 2014-07-28
001 2012-01-01 ROGER ADAMSON 2013-05-22 CHARLES P. MCDONALD 2013-05-23
001 2011-01-01 ROLAND ADAMSON 2012-09-18 CHARLES P. MCDONALD 2012-09-19
001 2010-01-01 ROLAND ADAMSON 2011-10-04 P. MICHAEL WELLS 2011-10-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ROGER E. ADAMSON	2024-07-24	JAMES D. CONDREY	2024-07-24
001	2022-01-01	ROGER E. ADAMSON	2023-08-29
001	2021-01-01	ROGER E. ADAMSON	2022-06-29	RUTHANNE MEFFORD	2022-06-02
001	2020-01-01	ROGER E. ADAMSON	2021-05-26	JOHN M. NULL	2021-05-26
001	2019-01-01	ROGER E. ADAMSON	2020-07-29	JOHN M. NULL	2020-07-28
001	2018-01-01	ROGER E. ADAMSON	2019-06-28	THOMAS C. MCNUTT	2019-06-28
001	2017-01-01	ROGER E. ADAMSON	2018-04-26	THOMAS C. MCNUTT	2018-04-25
001	2016-01-01	ROGER E. ADAMSON	2017-06-28	JOHN M. NULL	2017-06-27
001	2015-01-01	ROGER E. ADAMSON	2016-07-27	JOHN M. NULL	2016-07-26
001	2014-01-01	ROGER E. ADAMSON	2015-07-01	WILLIAM JAMESON	2015-06-30
001	2013-01-01	ROGER E. ADAMSON	2014-06-23	WILLIAM JAMESON	2014-07-28
001	2012-01-01	ROGER ADAMSON	2013-05-22	CHARLES P. MCDONALD	2013-05-23
001	2011-01-01	ROLAND ADAMSON	2012-09-18	CHARLES P. MCDONALD	2012-09-19
001	2010-01-01	ROLAND ADAMSON	2011-10-04	P. MICHAEL WELLS	2011-10-04

Plan Statistics for THE GEORGE FOUNDATION RETIREMENT PLAN

401k plan membership statisitcs for THE GEORGE FOUNDATION RETIREMENT PLAN

Measure Date Value
2022: THE GEORGE FOUNDATION RETIREMENT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,581,116
Acturial value of plan assets 2022-12-31 4,376,505
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 2,003,439
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 1,952,686
Number of active participants 2022-12-31 19
Total funding liabilities for active participants 2022-12-31 2,014,716
Total participant count 2022-12-31 24
Total funding target for all participants 2022-12-31 4,018,155
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 1
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 1
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 228,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 220,352
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 219,755
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 220,352
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: THE GEORGE FOUNDATION RETIREMENT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 4,164,524
Acturial value of plan assets 2021-12-31 3,866,766
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 2,167,498
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 1,794,736
Number of active participants 2021-12-31 18
Total funding liabilities for active participants 2021-12-31 1,825,560
Total participant count 2021-12-31 23
Total funding target for all participants 2021-12-31 3,993,058
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 154,681
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 163,034
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 235,078
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 227,024
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 193,433
Net shortfall amortization installment of oustanding balance 2021-12-31 126,292
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 227,023
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 227,023
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 227,024
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: THE GEORGE FOUNDATION RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,584,058
Acturial value of plan assets 2020-12-31 3,446,105
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 2,196,695
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,447,155
Number of active participants 2020-12-31 15
Total funding liabilities for active participants 2020-12-31 1,453,349
Total participant count 2020-12-31 20
Total funding target for all participants 2020-12-31 3,650,044
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 340,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 328,675
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 133,216
Net shortfall amortization installment of oustanding balance 2020-12-31 203,939
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 173,994
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 173,994
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 328,675
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: THE GEORGE FOUNDATION RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 3,056,069
Acturial value of plan assets 2019-12-31 3,211,781
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 2,024,128
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,417,673
Number of active participants 2019-12-31 17
Total funding liabilities for active participants 2019-12-31 1,421,302
Total participant count 2019-12-31 20
Total funding target for all participants 2019-12-31 3,445,430
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 107
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 113
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 176,283
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 169,651
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 128,956
Net shortfall amortization installment of oustanding balance 2019-12-31 233,649
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 169,651
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 169,651
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 169,651
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: THE GEORGE FOUNDATION RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 3,253,796
Acturial value of plan assets 2018-12-31 3,091,019
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1,455,113
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,756,137
Number of active participants 2018-12-31 18
Total funding liabilities for active participants 2018-12-31 1,776,580
Total participant count 2018-12-31 20
Total funding target for all participants 2018-12-31 3,231,693
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 37,703
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 39,920
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 144,676
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 139,333
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 116,261
Net shortfall amortization installment of oustanding balance 2018-12-31 140,674
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 139,226
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 139,226
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 139,333
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THE GEORGE FOUNDATION RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,991,244
Acturial value of plan assets 2017-12-31 3,045,959
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 1,451,130
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,509,646
Number of active participants 2017-12-31 18
Total funding liabilities for active participants 2017-12-31 1,550,494
Total participant count 2017-12-31 20
Total funding target for all participants 2017-12-31 3,001,624
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 67,393
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 71,484
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 100,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 96,387
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 103,019
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 58,684
Additional cash requirement 2017-12-31 58,684
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 96,387
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THE GEORGE FOUNDATION RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,898,176
Acturial value of plan assets 2016-12-31 3,020,825
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 1,472,438
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,322,492
Number of active participants 2016-12-31 17
Total funding liabilities for active participants 2016-12-31 1,347,831
Total participant count 2016-12-31 19
Total funding target for all participants 2016-12-31 2,820,269
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 64,439
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 68,460
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 70,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 67,393
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 94,141
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 67,393
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: THE GEORGE FOUNDATION RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,581,116
Acturial value of plan assets	2022-12-31	4,376,505
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	2,003,439
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	1,952,686
Number of active participants	2022-12-31	19
Total funding liabilities for active participants	2022-12-31	2,014,716
Total participant count	2022-12-31	24
Total funding target for all participants	2022-12-31	4,018,155
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	1
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	1
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	228,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	220,352
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	219,755
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	220,352
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: THE GEORGE FOUNDATION RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	4,164,524
Acturial value of plan assets	2021-12-31	3,866,766
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	2,167,498
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	1,794,736
Number of active participants	2021-12-31	18
Total funding liabilities for active participants	2021-12-31	1,825,560
Total participant count	2021-12-31	23
Total funding target for all participants	2021-12-31	3,993,058
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	154,681
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	163,034
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	235,078
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	227,024
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	193,433
Net shortfall amortization installment of oustanding balance	2021-12-31	126,292
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	227,023
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	227,023
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	227,024
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THE GEORGE FOUNDATION RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,584,058
Acturial value of plan assets	2020-12-31	3,446,105
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	2,196,695
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,447,155
Number of active participants	2020-12-31	15
Total funding liabilities for active participants	2020-12-31	1,453,349
Total participant count	2020-12-31	20
Total funding target for all participants	2020-12-31	3,650,044
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	340,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	328,675
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	133,216
Net shortfall amortization installment of oustanding balance	2020-12-31	203,939
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	173,994
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	173,994
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	328,675
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THE GEORGE FOUNDATION RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,056,069
Acturial value of plan assets	2019-12-31	3,211,781
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	2,024,128
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,417,673
Number of active participants	2019-12-31	17
Total funding liabilities for active participants	2019-12-31	1,421,302
Total participant count	2019-12-31	20
Total funding target for all participants	2019-12-31	3,445,430
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	107
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	113
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	176,283
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	169,651
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	128,956
Net shortfall amortization installment of oustanding balance	2019-12-31	233,649
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	169,651
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	169,651
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	169,651
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THE GEORGE FOUNDATION RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	3,253,796
Acturial value of plan assets	2018-12-31	3,091,019
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,455,113
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,756,137
Number of active participants	2018-12-31	18
Total funding liabilities for active participants	2018-12-31	1,776,580
Total participant count	2018-12-31	20
Total funding target for all participants	2018-12-31	3,231,693
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	37,703
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	39,920
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	144,676
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	139,333
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	116,261
Net shortfall amortization installment of oustanding balance	2018-12-31	140,674
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	139,226
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	139,226
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	139,333
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE GEORGE FOUNDATION RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,991,244
Acturial value of plan assets	2017-12-31	3,045,959
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	1,451,130
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,509,646
Number of active participants	2017-12-31	18
Total funding liabilities for active participants	2017-12-31	1,550,494
Total participant count	2017-12-31	20
Total funding target for all participants	2017-12-31	3,001,624
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	67,393
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	71,484
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	100,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	96,387
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	103,019
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	58,684
Additional cash requirement	2017-12-31	58,684
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	96,387
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE GEORGE FOUNDATION RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,898,176
Acturial value of plan assets	2016-12-31	3,020,825
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	1,472,438
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,322,492
Number of active participants	2016-12-31	17
Total funding liabilities for active participants	2016-12-31	1,347,831
Total participant count	2016-12-31	19
Total funding target for all participants	2016-12-31	2,820,269
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	64,439
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	68,460
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	70,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	67,393
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	94,141
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	67,393
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	THE GEORGE FOUNDATION
Employer identification number (EIN):	746043368
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	2007-09-26
Company Identification Number:	C3026745
Legal Registered Office Address:	16133 Ventura Blvd Penthouse A Encino United States of America (USA) 91436