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SAN DIEGO OPERA ASSOCIATION RETIREMENT PLAN 401k Plan overview

Plan NameSAN DIEGO OPERA ASSOCIATION RETIREMENT PLAN
Plan identification number 001

SAN DIEGO OPERA ASSOCIATION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.

401k Sponsoring company profile

SAN DIEGO OPERA ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:SAN DIEGO OPERA ASSOCIATION
Employer identification number (EIN):956044429
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Additional information about SAN DIEGO OPERA ASSOCIATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0275573

More information about SAN DIEGO OPERA ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO OPERA ASSOCIATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CETERA RETIREMENT PLAN SPECIALISTS2024-07-19
0012022-01-01CETERA RETIREMENT PLAN SPECIALISTS2023-10-11
0012021-01-01JEANNIE POSNER2022-10-17 JEANNIE POSNER2022-10-17
0012020-01-01LORI MCCLURE2021-08-25 LORI MCCLURE2021-08-25
0012019-01-01LORI MCCLURE2020-06-04 LORI MCCLURE2020-06-04
0012018-01-01LORI MCCLURE2019-05-30 LORI MCCLURE2019-05-30
0012017-01-01LORI MCCLURE2018-06-28 LORI MCCLURE2018-06-28
0012016-01-01KEITH FISHER2017-04-25 KEITH FISHER2017-04-25
0012015-01-01KEITH FISHER2016-06-08 KEITH FISHER2016-06-08
0012014-01-01KEITH FISHER2015-05-04 KEITH FISHER2015-05-04
0012013-01-01KEITH FISHER2014-05-06 KEITH FISHER2014-05-06
0012012-01-01KEITH FISHER2013-04-15 KEITH FISHER2013-04-15
0012011-01-01KEITH FISHER2012-05-08 KEITH FISHER2012-05-08
0012010-01-01BART OLIPHANT2011-07-20 BART OLIPHANT2011-07-20

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