401k Plan data: INVESTMENT PLAN FOR A HEALTHY TOMORROW plan

INVESTMENT PLAN FOR A HEALTHY TOMORROW 401k Plan overview

Plan Name	INVESTMENT PLAN FOR A HEALTHY TOMORROW
Plan identification number	003

INVESTMENT PLAN FOR A HEALTHY TOMORROW Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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

CALIFORNIA HEALTHCARE FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: CALIFORNIA HEALTHCARE FOUNDATION

Employer identification number (EIN): 954523231

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

Additional information about CALIFORNIA HEALTHCARE FOUNDATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1995-03-27

Company Identification Number: C1931004

Legal Registered Office Address: 1438 Webster Street Ste 400

Oakland
United States of America (USA)
94612

More information about CALIFORNIA HEALTHCARE FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INVESTMENT PLAN FOR A HEALTHY TOMORROW

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 TIE KIM 2024-10-11
003 2022-01-01 TIE KIM 2023-07-13
003 2021-01-01 TIE KIM 2022-07-18
003 2020-01-01 CRAIG ZIEGLER 2021-05-03
003 2019-01-01 CRAIG ZIEGLER 2020-07-07
003 2018-01-01 CRAIG ZIEGLER 2019-07-17
003 2017-01-01 CRAIG ZIEGLER 2018-05-07
003 2016-01-01
003 2015-01-01
003 2014-01-01 CRAIG ZIEGLER 2015-07-13 CRAIG ZIEGLER 2015-07-13
003 2013-01-01 CRAIG ZIEGLER 2014-06-20 CRAIG ZIEGLER 2014-06-20
003 2012-01-01 CRAIG ZIEGLER 2013-07-22 CRAIG ZIEGLER 2013-07-22
003 2011-01-01 CRAIG ZIEGLER 2012-05-08 CRAIG ZIEGLER 2012-05-08
003 2010-01-01 CRAIG ZIEGLER 2011-05-31 CRAIG ZIEGLER 2011-05-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	TIE KIM	2024-10-11
003	2022-01-01	TIE KIM	2023-07-13
003	2021-01-01	TIE KIM	2022-07-18
003	2020-01-01	CRAIG ZIEGLER	2021-05-03
003	2019-01-01	CRAIG ZIEGLER	2020-07-07
003	2018-01-01	CRAIG ZIEGLER	2019-07-17
003	2017-01-01	CRAIG ZIEGLER	2018-05-07
003	2016-01-01
003	2015-01-01
003	2014-01-01	CRAIG ZIEGLER	2015-07-13	CRAIG ZIEGLER	2015-07-13
003	2013-01-01	CRAIG ZIEGLER	2014-06-20	CRAIG ZIEGLER	2014-06-20
003	2012-01-01	CRAIG ZIEGLER	2013-07-22	CRAIG ZIEGLER	2013-07-22
003	2011-01-01	CRAIG ZIEGLER	2012-05-08	CRAIG ZIEGLER	2012-05-08
003	2010-01-01	CRAIG ZIEGLER	2011-05-31	CRAIG ZIEGLER	2011-05-31

Potentially related plans

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Company Name:	CALIFORNIA HEALTHCARE FOUNDATION
Employer identification number (EIN):	954523231
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1995-03-27
Company Identification Number:	C1931004
Legal Registered Office Address:	1438 Webster Street Ste 400 Oakland United States of America (USA) 94612