CALIFORNIA ALUMNI ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN
Measure | Date | Value |
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2023: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2023 401k membership |
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Market value of plan assets | 2023-10-31 | 3,774,899 |
Acturial value of plan assets | 2023-10-31 | 3,774,899 |
Funding target for retired participants and beneficiaries receiving payment | 2023-10-31 | 2,732,699 |
Number of terminated vested participants | 2023-10-31 | 32 |
Fundng target for terminated vested participants | 2023-10-31 | 1,244,151 |
Active participant vested funding target | 2023-10-31 | 268,578 |
Number of active participants | 2023-10-31 | 11 |
Total funding liabilities for active participants | 2023-10-31 | 268,578 |
Total participant count | 2023-10-31 | 79 |
Total funding target for all participants | 2023-10-31 | 4,245,428 |
Balance at beginning of prior year after applicable adjustments | 2023-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-10-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-10-31 | 0 |
Amount remaining of carryover balance | 2023-10-31 | 0 |
Amount remaining of prefunding balance | 2023-10-31 | 0 |
Present value of excess contributions | 2023-10-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-10-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-10-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-10-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-10-31 | 0 |
Balance of carryovers at beginning of current year | 2023-10-31 | 0 |
Balance of prefunding at beginning of current year | 2023-10-31 | 0 |
Total employer contributions | 2023-10-31 | 47,560 |
Total employee contributions | 2023-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-10-31 | 43,556 |
Unpaid minimum required contributions for all prior years | 2023-10-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2023-10-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2023-10-31 | 470,529 |
Waiver amortization installment | 2023-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-10-31 | 43,482 |
Additional cash requirement | 2023-10-31 | 43,482 |
Contributions allocatedtoward minimum required contributions for current year | 2023-10-31 | 43,556 |
Unpaid minimum required contributions for current year | 2023-10-31 | 0 |
Unpaid minimum required contributions for all years | 2023-10-31 | 0 |
2022: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-10-31 | 4,997,178 |
Acturial value of plan assets | 2022-10-31 | 4,997,178 |
Funding target for retired participants and beneficiaries receiving payment | 2022-10-31 | 2,569,592 |
Number of terminated vested participants | 2022-10-31 | 31 |
Fundng target for terminated vested participants | 2022-10-31 | 1,087,855 |
Active participant vested funding target | 2022-10-31 | 339,592 |
Number of active participants | 2022-10-31 | 13 |
Total funding liabilities for active participants | 2022-10-31 | 339,592 |
Total participant count | 2022-10-31 | 79 |
Total funding target for all participants | 2022-10-31 | 3,997,039 |
Balance at beginning of prior year after applicable adjustments | 2022-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-10-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-10-31 | 0 |
Amount remaining of carryover balance | 2022-10-31 | 0 |
Amount remaining of prefunding balance | 2022-10-31 | 0 |
Present value of excess contributions | 2022-10-31 | 88,252 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-10-31 | 93,318 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-10-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-10-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-10-31 | 0 |
Balance of carryovers at beginning of current year | 2022-10-31 | 0 |
Balance of prefunding at beginning of current year | 2022-10-31 | 0 |
Total employer contributions | 2022-10-31 | 0 |
Total employee contributions | 2022-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-10-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-10-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-10-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2022-10-31 | 0 |
Waiver amortization installment | 2022-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-10-31 | 0 |
Additional cash requirement | 2022-10-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-10-31 | 0 |
Unpaid minimum required contributions for current year | 2022-10-31 | 0 |
Unpaid minimum required contributions for all years | 2022-10-31 | 0 |
2021: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-10-31 | 4,087,227 |
Acturial value of plan assets | 2021-10-31 | 4,087,227 |
Funding target for retired participants and beneficiaries receiving payment | 2021-10-31 | 2,535,015 |
Number of terminated vested participants | 2021-10-31 | 31 |
Fundng target for terminated vested participants | 2021-10-31 | 1,146,424 |
Active participant vested funding target | 2021-10-31 | 359,925 |
Number of active participants | 2021-10-31 | 14 |
Total funding liabilities for active participants | 2021-10-31 | 359,925 |
Total participant count | 2021-10-31 | 79 |
Total funding target for all participants | 2021-10-31 | 4,041,364 |
Balance at beginning of prior year after applicable adjustments | 2021-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-10-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-10-31 | 0 |
Amount remaining of carryover balance | 2021-10-31 | 0 |
Amount remaining of prefunding balance | 2021-10-31 | 0 |
Present value of excess contributions | 2021-10-31 | 593 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-10-31 | 626 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-10-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-10-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-10-31 | 0 |
Balance of carryovers at beginning of current year | 2021-10-31 | 0 |
Balance of prefunding at beginning of current year | 2021-10-31 | 0 |
Total employer contributions | 2021-10-31 | 89,689 |
Total employee contributions | 2021-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-10-31 | 88,252 |
Liquidity shortfalls end of Q1 | 2021-10-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-10-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-10-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-10-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-10-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-10-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-10-31 | 0 |
Waiver amortization installment | 2021-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-10-31 | 0 |
Additional cash requirement | 2021-10-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-10-31 | 88,252 |
Unpaid minimum required contributions for current year | 2021-10-31 | 0 |
Unpaid minimum required contributions for all years | 2021-10-31 | 0 |
2020: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-10-31 | 3,935,083 |
Acturial value of plan assets | 2020-10-31 | 3,935,083 |
Funding target for retired participants and beneficiaries receiving payment | 2020-10-31 | 2,464,778 |
Number of terminated vested participants | 2020-10-31 | 24 |
Fundng target for terminated vested participants | 2020-10-31 | 1,061,936 |
Active participant vested funding target | 2020-10-31 | 614,957 |
Number of active participants | 2020-10-31 | 24 |
Total funding liabilities for active participants | 2020-10-31 | 614,957 |
Total participant count | 2020-10-31 | 81 |
Total funding target for all participants | 2020-10-31 | 4,141,671 |
Balance at beginning of prior year after applicable adjustments | 2020-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-10-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-10-31 | 0 |
Amount remaining of carryover balance | 2020-10-31 | 0 |
Amount remaining of prefunding balance | 2020-10-31 | 0 |
Present value of excess contributions | 2020-10-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-10-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-10-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-10-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-10-31 | 0 |
Balance of carryovers at beginning of current year | 2020-10-31 | 0 |
Balance of prefunding at beginning of current year | 2020-10-31 | 0 |
Total employer contributions | 2020-10-31 | 58,145 |
Total employee contributions | 2020-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-10-31 | 56,401 |
Liquidity shortfalls end of Q1 | 2020-10-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-10-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-10-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-10-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-10-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-10-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-10-31 | 206,588 |
Waiver amortization installment | 2020-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-10-31 | 55,808 |
Carryover balance elected to use to offset funding requirement | 2020-10-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-10-31 | 0 |
Additional cash requirement | 2020-10-31 | 55,808 |
Contributions allocatedtoward minimum required contributions for current year | 2020-10-31 | 56,401 |
Unpaid minimum required contributions for current year | 2020-10-31 | 0 |
Unpaid minimum required contributions for all years | 2020-10-31 | 0 |
2019: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-10-31 | 3,645,769 |
Acturial value of plan assets | 2019-10-31 | 3,645,769 |
Funding target for retired participants and beneficiaries receiving payment | 2019-10-31 | 2,483,072 |
Number of terminated vested participants | 2019-10-31 | 24 |
Fundng target for terminated vested participants | 2019-10-31 | 953,762 |
Active participant vested funding target | 2019-10-31 | 567,018 |
Number of active participants | 2019-10-31 | 24 |
Total funding liabilities for active participants | 2019-10-31 | 567,018 |
Total participant count | 2019-10-31 | 81 |
Total funding target for all participants | 2019-10-31 | 4,003,852 |
Balance at beginning of prior year after applicable adjustments | 2019-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-10-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-10-31 | 0 |
Amount remaining of carryover balance | 2019-10-31 | 0 |
Amount remaining of prefunding balance | 2019-10-31 | 0 |
Present value of excess contributions | 2019-10-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-10-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-10-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-10-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-10-31 | 0 |
Balance of carryovers at beginning of current year | 2019-10-31 | 0 |
Balance of prefunding at beginning of current year | 2019-10-31 | 0 |
Total employer contributions | 2019-10-31 | 74,892 |
Total employee contributions | 2019-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-10-31 | 71,117 |
Liquidity shortfalls end of Q1 | 2019-10-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-10-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-10-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-10-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-10-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-10-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2019-10-31 | 358,083 |
Waiver amortization installment | 2019-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-10-31 | 71,117 |
Carryover balance elected to use to offset funding requirement | 2019-10-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-10-31 | 0 |
Additional cash requirement | 2019-10-31 | 71,117 |
Contributions allocatedtoward minimum required contributions for current year | 2019-10-31 | 71,117 |
Unpaid minimum required contributions for current year | 2019-10-31 | 0 |
Unpaid minimum required contributions for all years | 2019-10-31 | 0 |
2018: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-10-31 | 3,789,218 |
Acturial value of plan assets | 2018-10-31 | 3,789,218 |
Funding target for retired participants and beneficiaries receiving payment | 2018-10-31 | 2,207,229 |
Number of terminated vested participants | 2018-10-31 | 24 |
Fundng target for terminated vested participants | 2018-10-31 | 1,006,584 |
Active participant vested funding target | 2018-10-31 | 680,404 |
Number of active participants | 2018-10-31 | 28 |
Total funding liabilities for active participants | 2018-10-31 | 680,404 |
Total participant count | 2018-10-31 | 82 |
Total funding target for all participants | 2018-10-31 | 3,894,217 |
Balance at beginning of prior year after applicable adjustments | 2018-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-10-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-10-31 | 0 |
Amount remaining of carryover balance | 2018-10-31 | 0 |
Amount remaining of prefunding balance | 2018-10-31 | 0 |
Present value of excess contributions | 2018-10-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-10-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-10-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-10-31 | 0 |
Balance of carryovers at beginning of current year | 2018-10-31 | 0 |
Balance of prefunding at beginning of current year | 2018-10-31 | 0 |
Total employer contributions | 2018-10-31 | 43,985 |
Total employee contributions | 2018-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-10-31 | 0 |
Liquidity shortfalls end of Q1 | 2018-10-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-10-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-10-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-10-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-10-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-10-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-10-31 | 104,999 |
Waiver amortization installment | 2018-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-10-31 | 26,108 |
Carryover balance elected to use to offset funding requirement | 2018-10-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-10-31 | 0 |
Additional cash requirement | 2018-10-31 | 26,108 |
Unpaid minimum required contributions for current year | 2018-10-31 | 26,108 |
Unpaid minimum required contributions for all years | 2018-10-31 | 0 |
2017: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-10-31 | 3,536,892 |
Acturial value of plan assets | 2017-10-31 | 3,536,892 |
Funding target for retired participants and beneficiaries receiving payment | 2017-10-31 | 1,995,430 |
Number of terminated vested participants | 2017-10-31 | 33 |
Fundng target for terminated vested participants | 2017-10-31 | 1,187,871 |
Active participant vested funding target | 2017-10-31 | 662,275 |
Number of active participants | 2017-10-31 | 29 |
Total funding liabilities for active participants | 2017-10-31 | 662,275 |
Total participant count | 2017-10-31 | 87 |
Total funding target for all participants | 2017-10-31 | 3,845,576 |
Balance at beginning of prior year after applicable adjustments | 2017-10-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-10-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-10-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-10-31 | 0 |
Amount remaining of carryover balance | 2017-10-31 | 0 |
Amount remaining of prefunding balance | 2017-10-31 | 0 |
Present value of excess contributions | 2017-10-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-10-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-10-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-10-31 | 0 |
Balance of carryovers at beginning of current year | 2017-10-31 | 0 |
Balance of prefunding at beginning of current year | 2017-10-31 | 0 |
Total employer contributions | 2017-10-31 | 57,571 |
Total employee contributions | 2017-10-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-10-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-10-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-10-31 | 53,722 |
Liquidity shortfalls end of Q1 | 2017-10-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-10-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-10-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-10-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-10-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-10-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-10-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-10-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2017-10-31 | 308,684 |
Waiver amortization installment | 2017-10-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-10-31 | 53,722 |
Additional cash requirement | 2017-10-31 | 53,722 |
Contributions allocatedtoward minimum required contributions for current year | 2017-10-31 | 53,722 |
Unpaid minimum required contributions for current year | 2017-10-31 | 0 |
Unpaid minimum required contributions for all years | 2017-10-31 | 0 |