401k Plan data: THE GEORGE FOUNDATION 401(K) PLAN plan

THE GEORGE FOUNDATION 401(K) PLAN 401k Plan overview

Plan Name	THE GEORGE FOUNDATION 401(K) PLAN
Plan identification number	002

THE GEORGE 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.

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 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ROGER E. ADAMSON 2024-06-26 JAMES D. CONDREY 2024-06-26
002 2022-01-01 ROGER E. ADAMSON 2023-04-26 RUTHANNE MEFFORD 2023-04-26
002 2021-01-01 ROGER E. ADAMSON 2022-05-25 RUTHANNE MEFFORD 2022-05-03
002 2020-01-01 ROGER E. ADAMSON 2021-05-26 JOHN M. NULL 2021-05-26
002 2019-01-01 ROGER E. ADAMSON 2020-04-30 JOHN M. NULL 2020-04-30
002 2018-01-01 ROGER E. ADAMSON 2019-06-04 THOMAS C. MCNUTT 2019-05-29
002 2017-01-01 ROGER E. ADAMSON 2018-05-23 THOMAS C. MCNUTT 2018-05-23
002 2016-01-01 ROGER E. ADAMSON 2017-07-26 JOHN M. NULL 2017-07-25
002 2015-01-01 ROGER E. ADAMSON 2016-07-27 JOHN M. NULL 2016-07-26
002 2014-01-01 ROGER E. ADAMSON WILLIAM JAMESON 2015-06-30
002 2013-01-01 ROGER E. ADAMSON WILLIAM JAMESON 2014-07-28
002 2012-01-01 ROGER E. ADAMSON CHARLES P. MCDONALD 2013-07-08
002 2011-01-01 ROLAND ADAMSON CHARLES P. MCDONALD 2012-05-22
002 2009-01-01 ROLAND ADAMSON P. MICHAEL WELLS 2010-06-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	ROGER E. ADAMSON	2024-06-26	JAMES D. CONDREY	2024-06-26
002	2022-01-01	ROGER E. ADAMSON	2023-04-26	RUTHANNE MEFFORD	2023-04-26
002	2021-01-01	ROGER E. ADAMSON	2022-05-25	RUTHANNE MEFFORD	2022-05-03
002	2020-01-01	ROGER E. ADAMSON	2021-05-26	JOHN M. NULL	2021-05-26
002	2019-01-01	ROGER E. ADAMSON	2020-04-30	JOHN M. NULL	2020-04-30
002	2018-01-01	ROGER E. ADAMSON	2019-06-04	THOMAS C. MCNUTT	2019-05-29
002	2017-01-01	ROGER E. ADAMSON	2018-05-23	THOMAS C. MCNUTT	2018-05-23
002	2016-01-01	ROGER E. ADAMSON	2017-07-26	JOHN M. NULL	2017-07-25
002	2015-01-01	ROGER E. ADAMSON	2016-07-27	JOHN M. NULL	2016-07-26
002	2014-01-01	ROGER E. ADAMSON		WILLIAM JAMESON	2015-06-30
002	2013-01-01	ROGER E. ADAMSON		WILLIAM JAMESON	2014-07-28
002	2012-01-01	ROGER E. ADAMSON		CHARLES P. MCDONALD	2013-07-08
002	2011-01-01	ROLAND ADAMSON		CHARLES P. MCDONALD	2012-05-22
002	2009-01-01	ROLAND ADAMSON		P. MICHAEL WELLS	2010-06-29

Plan Statistics for THE GEORGE FOUNDATION 401(K) PLAN

401k plan membership statisitcs for THE GEORGE FOUNDATION 401(K) PLAN

Measure Date Value
2014: THE GEORGE FOUNDATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 16
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 17
Number of participants with account balances 2014-01-01 15
2013: THE GEORGE FOUNDATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE GEORGE FOUNDATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 19
Number of participants with account balances 2012-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE GEORGE FOUNDATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: THE GEORGE FOUNDATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 23
Number of participants with account balances 2009-01-01 21

Measure	Date	Value
2014: THE GEORGE FOUNDATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	16
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	17
Number of participants with account balances	2014-01-01	15
2013: THE GEORGE FOUNDATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE GEORGE FOUNDATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	19
Number of participants with account balances	2012-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE GEORGE FOUNDATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: THE GEORGE FOUNDATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	23
Number of participants with account balances	2009-01-01	21

Financial Data on THE GEORGE FOUNDATION 401(K) PLAN

Measure	Date	Value
2014 : THE GEORGE FOUNDATION 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$184,219
Expenses. Total of all expenses incurred	2014-12-31	$12,300
Benefits paid (including direct rollovers)	2014-12-31	$6,812
Total plan assets at end of year	2014-12-31	$1,427,245
Total plan assets at beginning of year	2014-12-31	$1,255,326
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$77,110
Contributions received from other sources (not participants or employers)	2014-12-31	$906
Other income received	2014-12-31	$80,927
Net income (gross income less expenses)	2014-12-31	$171,919
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,427,245
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,255,326
Assets. Value of participant loans	2014-12-31	$14,788
Total contributions received or receivable from employer(s)	2014-12-31	$25,276
Value of corrective distributions	2014-12-31	$5,363
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : THE GEORGE FOUNDATION 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$315,162
Expenses. Total of all expenses incurred	2013-12-31	$462,725
Benefits paid (including direct rollovers)	2013-12-31	$455,624
Total plan assets at end of year	2013-12-31	$1,255,326
Total plan assets at beginning of year	2013-12-31	$1,402,889
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$88,271
Other income received	2013-12-31	$207,942
Net income (gross income less expenses)	2013-12-31	$-147,563
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,255,326
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,402,889
Assets. Value of participant loans	2013-12-31	$8,331
Total contributions received or receivable from employer(s)	2013-12-31	$18,949
Value of corrective distributions	2013-12-31	$6,686
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$415
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : THE GEORGE FOUNDATION 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$244,962
Expenses. Total of all expenses incurred	2012-12-31	$9,116
Total plan assets at end of year	2012-12-31	$1,402,889
Total plan assets at beginning of year	2012-12-31	$1,167,043
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$87,764
Other income received	2012-12-31	$130,425
Net income (gross income less expenses)	2012-12-31	$235,846
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,402,889
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,167,043
Assets. Value of participant loans	2012-12-31	$23,450
Total contributions received or receivable from employer(s)	2012-12-31	$26,773
Value of corrective distributions	2012-12-31	$8,991
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE GEORGE FOUNDATION 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$100,536
Expenses. Total of all expenses incurred	2011-12-31	$189,114
Benefits paid (including direct rollovers)	2011-12-31	$180,780
Total plan assets at end of year	2011-12-31	$1,167,043
Total plan assets at beginning of year	2011-12-31	$1,255,621
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$90,986
Other income received	2011-12-31	$-16,996
Net income (gross income less expenses)	2011-12-31	$-88,578
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,167,043
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,255,621
Assets. Value of participant loans	2011-12-31	$22,744
Total contributions received or receivable from employer(s)	2011-12-31	$26,546
Value of corrective distributions	2011-12-31	$8,159
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE GEORGE FOUNDATION 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$250,115
Expenses. Total of all expenses incurred	2010-12-31	$44,013
Benefits paid (including direct rollovers)	2010-12-31	$35,776
Total plan assets at end of year	2010-12-31	$1,255,621
Total plan assets at beginning of year	2010-12-31	$1,049,519
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$101,317
Expenses. Other expenses not covered elsewhere	2010-12-31	$125
Other income received	2010-12-31	$121,016
Net income (gross income less expenses)	2010-12-31	$206,102
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,255,621
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,049,519
Assets. Value of participant loans	2010-12-31	$23,164
Total contributions received or receivable from employer(s)	2010-12-31	$27,782
Value of corrective distributions	2010-12-31	$8,112
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE GEORGE FOUNDATION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE GEORGE FOUNDATION 401(K) PLAN

2014: THE GEORGE FOUNDATION 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE GEORGE FOUNDATION 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE GEORGE FOUNDATION 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE GEORGE FOUNDATION 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE GEORGE FOUNDATION 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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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