401k Plan data: 403(B) THRIFT PLAN OF SENIORS COUNCIL OF SANTA CRUZ AND SAN BENITO COUN plan

403(B) THRIFT PLAN OF SENIORS COUNCIL OF SANTA CRUZ AND SAN BENITO COUN 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF SENIORS COUNCIL OF SANTA CRUZ AND SAN BENITO COUN
Plan identification number	001

403(B) THRIFT PLAN OF SENIORS COUNCIL OF SANTA CRUZ AND SAN BENITO COUN 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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

SENIORS COUNCIL OF SANTA CRUZ AND S AN BENITO COUNTIES has sponsored the creation of one or more 401k plans.

Company Name: SENIORS COUNCIL OF SANTA CRUZ AND S AN BENITO COUNTIES

Employer identification number (EIN): 942662950

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SENIORS COUNCIL OF SANTA CRUZ AND SAN BENITO COUN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CATHLEEN COLVARD 2023-07-19
001 2021-01-01 CATHLEEN COLVARD 2022-03-09
001 2020-01-01 CATHLEEN COLVARD 2021-03-16
001 2019-01-01 CATHLEEN COLVARD 2020-10-06
001 2018-01-01 CATHLEEN COLVARD 2019-09-30
001 2017-01-01 CATHLEEN COLVARD 2018-10-10 CATHLEEN COLVARD 2018-10-10
001 2016-01-01 CATHLEEN COLVARD 2017-10-10 CATHLEEN COLVARD 2017-10-10
001 2015-01-01 CATHLEEN COLVARD 2016-10-17
001 2014-01-01 SHARY GREENE 2015-07-23 SHARY GREENE 2015-07-23
001 2013-01-01 SHARY GREENE, FISCAL OFFICER 2014-10-14 CLAY KEMPF, ASSOCIATE DIRECTOR 2014-10-14
001 2012-01-01 SHARY GREENE, FISCAL OFFICER 2013-07-19 CLAY KEMPF, EXECUTIVE DIRECTOR 2013-07-19
001 2011-01-01 CLAY KEMPF, EXECUTIVE DIRECTOR 2012-06-12 CLAY KEMPF, EXECUTIVE DIRECTOR 2012-06-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CATHLEEN COLVARD	2023-07-19
001	2021-01-01	CATHLEEN COLVARD	2022-03-09
001	2020-01-01	CATHLEEN COLVARD	2021-03-16
001	2019-01-01	CATHLEEN COLVARD	2020-10-06
001	2018-01-01	CATHLEEN COLVARD	2019-09-30
001	2017-01-01	CATHLEEN COLVARD	2018-10-10	CATHLEEN COLVARD	2018-10-10
001	2016-01-01	CATHLEEN COLVARD	2017-10-10	CATHLEEN COLVARD	2017-10-10
001	2015-01-01	CATHLEEN COLVARD	2016-10-17
001	2014-01-01	SHARY GREENE	2015-07-23	SHARY GREENE	2015-07-23
001	2013-01-01	SHARY GREENE, FISCAL OFFICER	2014-10-14	CLAY KEMPF, ASSOCIATE DIRECTOR	2014-10-14
001	2012-01-01	SHARY GREENE, FISCAL OFFICER	2013-07-19	CLAY KEMPF, EXECUTIVE DIRECTOR	2013-07-19
001	2011-01-01	CLAY KEMPF, EXECUTIVE DIRECTOR	2012-06-12	CLAY KEMPF, EXECUTIVE DIRECTOR	2012-06-12

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Company Name:	SENIORS COUNCIL OF SANTA CRUZ AND S AN BENITO COUNTIES
Employer identification number (EIN):	942662950
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations