401k Plan data: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN plan

CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 401k Plan overview

Plan Name	CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN
Plan identification number	001

CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN Benefits

401k Plan Type

Defined 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 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

CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION

Employer identification number (EIN): 946050071

NAIC Classification: 611000

Additional information about CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0265392

More information about CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 STEVEN KARP
001 2016-01-01 STEVEN KARP
001 2015-01-01 STEVEN KARP
001 2014-01-01 STEVEN KARP
001 2013-01-01 STEVEN KARP
001 2012-01-01 STEVEN M. KARP STEVEN M. KARP 2013-10-10
001 2011-01-01 STEVEN M. KARP STEVEN M. KARP 2012-10-05
001 2010-01-01 STEVEN M. KARP STEVEN M. KARP 2012-03-06
001 2009-01-01 STEVEN M. KARP STEVEN M. KARP 2012-03-06
001 2006-01-01 STEVEN M. KARP STEVEN M. KARP 2012-03-06
001 2005-01-01 STEVEN M. KARP STEVEN M. KARP 2012-03-06
001 2003-01-01 STEVEN M. KARP STEVEN M. KARP 2012-03-06

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	STEVEN KARP
001	2016-01-01	STEVEN KARP
001	2015-01-01	STEVEN KARP
001	2014-01-01	STEVEN KARP
001	2013-01-01	STEVEN KARP
001	2012-01-01	STEVEN M. KARP	STEVEN M. KARP	2013-10-10
001	2011-01-01	STEVEN M. KARP	STEVEN M. KARP	2012-10-05
001	2010-01-01	STEVEN M. KARP	STEVEN M. KARP	2012-03-06
001	2009-01-01	STEVEN M. KARP	STEVEN M. KARP	2012-03-06
001	2006-01-01	STEVEN M. KARP	STEVEN M. KARP	2012-03-06
001	2005-01-01	STEVEN M. KARP	STEVEN M. KARP	2012-03-06
001	2003-01-01	STEVEN M. KARP	STEVEN M. KARP	2012-03-06

Plan Statistics for CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN

401k plan membership statisitcs for CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN

Measure Date Value
2023: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 513
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 322
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 244
Total of all active and inactive participants 2023-01-01 566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 566
Number of participants with account balances 2023-01-01 379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 436
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 279
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 237
Total of all active and inactive participants 2022-01-01 516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 516
Number of participants with account balances 2022-01-01 360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 439
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 217
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 219
Total of all active and inactive participants 2021-01-01 436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 436
Number of participants with account balances 2021-01-01 333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 433
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 248
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 191
Total of all active and inactive participants 2020-01-01 439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 439
Number of participants with account balances 2020-01-01 319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 388
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 259
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 174
Total of all active and inactive participants 2019-01-01 433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 433
Number of participants with account balances 2019-01-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 239
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 149
Total of all active and inactive participants 2018-01-01 388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 388
Number of participants with account balances 2018-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 129
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 90
Total of all active and inactive participants 2017-01-01 219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 219
Number of participants with account balances 2017-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 112
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 89
Total of all active and inactive participants 2016-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 201
Number of participants with account balances 2016-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 99
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 87
Total of all active and inactive participants 2015-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 187
Number of participants with account balances 2015-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 80
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 94
Total of all active and inactive participants 2014-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 175
Number of participants with account balances 2014-01-01 175
2013: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 75
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 95
Total of all active and inactive participants 2013-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 171
Number of participants with account balances 2013-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 71
Number of other retired or separated participants entitled to future benefits 2012-01-01 90
Total of all active and inactive participants 2012-01-01 161
Total participants 2012-01-01 161
Number of participants with account balances 2012-01-01 156
2011: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 73
Number of other retired or separated participants entitled to future benefits 2011-01-01 84
Total of all active and inactive participants 2011-01-01 157
Total participants 2011-01-01 157
Number of participants with account balances 2011-01-01 152
2010: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 151
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 152
Number of participants with account balances 2010-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 142
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 1
Total of all active and inactive participants 2009-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 143
Number of participants with account balances 2009-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2006: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2006 401k membership
Total of all active and inactive participants 2006-01-01 0
Total participants 2006-01-01 0
2005: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2005 401k membership
Total of all active and inactive participants 2005-01-01 0
Total participants 2005-01-01 0
2003: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2003 401k membership
Total of all active and inactive participants 2003-01-01 0
Total participants 2003-01-01 0

Measure	Date	Value
2023: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	513
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	322
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	244
Total of all active and inactive participants	2023-01-01	566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	566
Number of participants with account balances	2023-01-01	379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	436
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	279
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	237
Total of all active and inactive participants	2022-01-01	516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	516
Number of participants with account balances	2022-01-01	360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	439
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	217
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	219
Total of all active and inactive participants	2021-01-01	436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	436
Number of participants with account balances	2021-01-01	333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	433
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	248
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	191
Total of all active and inactive participants	2020-01-01	439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	439
Number of participants with account balances	2020-01-01	319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	388
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	259
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	174
Total of all active and inactive participants	2019-01-01	433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	433
Number of participants with account balances	2019-01-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	239
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	149
Total of all active and inactive participants	2018-01-01	388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	388
Number of participants with account balances	2018-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	129
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	90
Total of all active and inactive participants	2017-01-01	219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	219
Number of participants with account balances	2017-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	112
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	89
Total of all active and inactive participants	2016-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	201
Number of participants with account balances	2016-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	99
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	87
Total of all active and inactive participants	2015-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	187
Number of participants with account balances	2015-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	80
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	94
Total of all active and inactive participants	2014-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	175
Number of participants with account balances	2014-01-01	175
2013: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	75
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	95
Total of all active and inactive participants	2013-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	171
Number of participants with account balances	2013-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	71
Number of other retired or separated participants entitled to future benefits	2012-01-01	90
Total of all active and inactive participants	2012-01-01	161
Total participants	2012-01-01	161
Number of participants with account balances	2012-01-01	156
2011: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	73
Number of other retired or separated participants entitled to future benefits	2011-01-01	84
Total of all active and inactive participants	2011-01-01	157
Total participants	2011-01-01	157
Number of participants with account balances	2011-01-01	152
2010: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	151
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	152
Number of participants with account balances	2010-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	142
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	1
Total of all active and inactive participants	2009-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	143
Number of participants with account balances	2009-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2006: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2006 401k membership
Total of all active and inactive participants	2006-01-01	0
Total participants	2006-01-01	0
2005: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2005 401k membership
Total of all active and inactive participants	2005-01-01	0
Total participants	2005-01-01	0
2003: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2003 401k membership
Total of all active and inactive participants	2003-01-01	0
Total participants	2003-01-01	0

Financial Data on CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN

Measure	Date	Value
2023 : CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,880,155
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$248,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$212,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,180,459
Value of total assets at end of year	2023-12-31	$12,037,860
Value of total assets at beginning of year	2023-12-31	$9,406,171
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$35,956
Total interest from all sources	2023-12-31	$64,735
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$112,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$112,438
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$315,270
Participant contributions at end of year	2023-12-31	$84,245
Participant contributions at beginning of year	2023-12-31	$62,141
Participant contributions at end of year	2023-12-31	$18,264
Participant contributions at beginning of year	2023-12-31	$12,239
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$95,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$2,631,689
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$12,037,860
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$9,406,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$10,477,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$8,064,217
Interest on participant loans	2023-12-31	$6,403
Interest earned on other investments	2023-12-31	$58,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$1,421,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$1,232,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,522,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$769,894
Employer contributions (assets) at end of year	2023-12-31	$36,023
Employer contributions (assets) at beginning of year	2023-12-31	$35,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$212,510
Contract administrator fees	2023-12-31	$35,956
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2023-12-31	910189318
2022 : CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-476,836
Total of all expenses incurred	2022-12-31	$492,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$465,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,037,535
Value of total assets at end of year	2022-12-31	$9,406,171
Value of total assets at beginning of year	2022-12-31	$10,375,521
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$27,375
Total interest from all sources	2022-12-31	$48,362
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$69,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$69,605
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$269,512
Participant contributions at end of year	2022-12-31	$62,141
Participant contributions at beginning of year	2022-12-31	$20,506
Participant contributions at end of year	2022-12-31	$12,239
Participant contributions at beginning of year	2022-12-31	$10,321
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$88,089
Other income not declared elsewhere	2022-12-31	$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-969,350
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,406,171
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,375,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,064,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,083,200
Interest on participant loans	2022-12-31	$2,152
Interest earned on other investments	2022-12-31	$46,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,232,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,234,095
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$71,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,632,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$679,934
Employer contributions (assets) at end of year	2022-12-31	$35,191
Employer contributions (assets) at beginning of year	2022-12-31	$27,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$393,690
Contract administrator fees	2022-12-31	$27,375
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2022-12-31	910189318
2021 : CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$2,017,984
Total of all expenses incurred	2021-12-31	$1,344,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,318,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$900,438
Value of total assets at end of year	2021-12-31	$10,375,521
Value of total assets at beginning of year	2021-12-31	$9,701,578
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$25,778
Total interest from all sources	2021-12-31	$42,973
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$53,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$53,879
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$243,435
Participant contributions at end of year	2021-12-31	$20,506
Participant contributions at beginning of year	2021-12-31	$5,204
Participant contributions at end of year	2021-12-31	$10,321
Participant contributions at beginning of year	2021-12-31	$14,277
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$6,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$673,943
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,375,521
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,701,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,083,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,291,021
Interest on participant loans	2021-12-31	$612
Interest earned on other investments	2021-12-31	$42,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,234,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,341,975
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$21,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,020,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$650,175
Employer contributions (assets) at end of year	2021-12-31	$27,399
Employer contributions (assets) at beginning of year	2021-12-31	$49,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,297,223
Contract administrator fees	2021-12-31	$25,778
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2021-12-31	910189318
2020 : CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,978,148
Total of all expenses incurred	2020-12-31	$347,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$329,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$833,495
Value of total assets at end of year	2020-12-31	$9,701,578
Value of total assets at beginning of year	2020-12-31	$8,070,714
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$17,668
Total interest from all sources	2020-12-31	$49,229
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$31,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$31,360
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$247,220
Participant contributions at end of year	2020-12-31	$5,204
Participant contributions at end of year	2020-12-31	$14,277
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$16,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,630,864
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,701,578
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,070,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$17,668
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,291,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,640,927
Interest on participant loans	2020-12-31	$12
Interest earned on other investments	2020-12-31	$49,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,341,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,424,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,064,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$569,276
Employer contributions (assets) at end of year	2020-12-31	$49,101
Employer contributions (assets) at beginning of year	2020-12-31	$5,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$329,616
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2020-12-31	910189318
2019 : CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,743,321
Total of all expenses incurred	2019-12-31	$117,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$111,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$648,374
Value of total assets at end of year	2019-12-31	$8,070,714
Value of total assets at beginning of year	2019-12-31	$6,444,393
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,900
Total interest from all sources	2019-12-31	$49,308
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$23,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$23,212
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$143,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,626,321
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,070,714
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,444,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,640,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,089,333
Interest earned on other investments	2019-12-31	$49,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,424,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,339,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,022,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$504,747
Employer contributions (assets) at end of year	2019-12-31	$5,442
Employer contributions (assets) at beginning of year	2019-12-31	$15,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$111,100
Contract administrator fees	2019-12-31	$5,900
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2019-12-31	910189318
2018 : CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$1,994,647
Total income from all sources (including contributions)	2018-12-31	$232,394
Total of all expenses incurred	2018-12-31	$108,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$108,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$532,069
Value of total assets at end of year	2018-12-31	$6,444,393
Value of total assets at beginning of year	2018-12-31	$4,326,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$425
Total interest from all sources	2018-12-31	$31,130
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$6,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$6,782
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$56,084
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$49,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$123,565
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,444,393
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,326,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,089,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,581,784
Interest earned on other investments	2018-12-31	$31,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,339,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$728,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-337,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$426,974
Employer contributions (assets) at end of year	2018-12-31	$15,470
Employer contributions (assets) at beginning of year	2018-12-31	$16,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$108,404
Contract administrator fees	2018-12-31	$425
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2018-12-31	910189318
2017 : CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$853,322
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$109,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$109,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$386,741
Value of total assets at end of year	2017-12-31	$4,326,181
Value of total assets at beginning of year	2017-12-31	$3,582,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$24,961
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$7,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$743,398
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,326,181
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,582,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,581,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,914,548
Interest earned on other investments	2017-12-31	$24,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$728,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$652,114
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$10,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$441,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$379,493
Employer contributions (assets) at end of year	2017-12-31	$16,310
Employer contributions (assets) at beginning of year	2017-12-31	$16,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$98,964
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410476749
2016 : CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$543,033
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$126,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$126,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$385,930
Value of total assets at end of year	2016-12-31	$3,582,783
Value of total assets at beginning of year	2016-12-31	$3,166,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3
Total interest from all sources	2016-12-31	$25,027
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$416,279
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,582,783
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,166,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,914,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,521,305
Interest earned on other investments	2016-12-31	$25,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$652,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$629,098
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$8,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$132,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$385,930
Employer contributions (assets) at end of year	2016-12-31	$16,121
Employer contributions (assets) at beginning of year	2016-12-31	$16,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$118,334
Contract administrator fees	2016-12-31	$3
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410476749
2015 : CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$412,517
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$230,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$230,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$390,619
Value of total assets at end of year	2015-12-31	$3,166,504
Value of total assets at beginning of year	2015-12-31	$2,984,920
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$247
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$22,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$22,075
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$54,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$181,584
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,166,504
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,984,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,521,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,422,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$629,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$549,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$336,044
Employer contributions (assets) at end of year	2015-12-31	$16,101
Employer contributions (assets) at beginning of year	2015-12-31	$13,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$230,686
Contract administrator fees	2015-12-31	$247
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2015-12-31	410476749
2014 : CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$433,218
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$83,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$83,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$293,830
Value of total assets at end of year	2014-12-31	$2,984,920
Value of total assets at beginning of year	2014-12-31	$2,635,572
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$19,802
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$349,348
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,984,920
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,635,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,422,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,147,088
Interest earned on other investments	2014-12-31	$19,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$549,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$476,976
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$18,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$119,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$293,830
Employer contributions (assets) at end of year	2014-12-31	$13,326
Employer contributions (assets) at beginning of year	2014-12-31	$11,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$65,635
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-12-31	410476749
2013 : CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$574,800
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$42,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$42,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$277,662
Value of total assets at end of year	2013-12-31	$2,635,572
Value of total assets at beginning of year	2013-12-31	$2,103,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$16,884
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$532,055
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,635,572
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,103,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,147,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,682,699
Interest earned on other investments	2013-12-31	$16,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$476,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$397,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$280,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$277,662
Employer contributions (assets) at end of year	2013-12-31	$11,508
Employer contributions (assets) at beginning of year	2013-12-31	$23,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$42,745
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2013-12-31	410476749
2012 : CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$467,479
Total of all expenses incurred	2012-12-31	$81,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$75,532
Expenses. Certain deemed distributions of participant loans	2012-12-31	$5,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$311,134
Value of total assets at end of year	2012-12-31	$2,103,517
Value of total assets at beginning of year	2012-12-31	$1,717,391
Total interest from all sources	2012-12-31	$14,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$15,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$386,126
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,103,517
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,717,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,682,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,352,955
Interest earned on other investments	2012-12-31	$14,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$397,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$343,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$141,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$295,288
Employer contributions (assets) at end of year	2012-12-31	$23,617
Employer contributions (assets) at beginning of year	2012-12-31	$21,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$75,532
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HUNTER, HUNTER & HUNT CPA'S
Accountancy firm EIN	2012-12-31	680166671
2011 : CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$242,903
Total of all expenses incurred	2011-12-31	$91,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$90,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$237,130
Value of total assets at end of year	2011-12-31	$1,717,391
Value of total assets at beginning of year	2011-12-31	$1,565,502
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$174
Total interest from all sources	2011-12-31	$13,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Administrative expenses (other) incurred	2011-12-31	$174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$151,889
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,717,391
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,565,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,352,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,234,307
Interest earned on other investments	2011-12-31	$13,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$343,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$308,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-7,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$237,130
Employer contributions (assets) at end of year	2011-12-31	$21,251
Employer contributions (assets) at beginning of year	2011-12-31	$22,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$90,840
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HUNTER, HUNTER & HUNT CPA'S
Accountancy firm EIN	2011-12-31	680166671
2010 : CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$372,206
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$31,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$31,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$259,339
Value of total assets at end of year	2010-12-31	$1,565,502
Value of total assets at beginning of year	2010-12-31	$1,224,336
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$11,232
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$341,166
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,565,502
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,224,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,234,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$953,227
Interest earned on other investments	2010-12-31	$11,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$308,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$250,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$101,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$259,339
Employer contributions (assets) at end of year	2010-12-31	$22,907
Employer contributions (assets) at beginning of year	2010-12-31	$20,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$31,040
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HUNTER, HUNTER & HUNT CPA'S
Accountancy firm EIN	2010-12-31	680166671
2009 : CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC 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 CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN

2023: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC 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 – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC 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 – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC 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 – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2006: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2005: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2003: CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION 403(B) DC PLAN 2003 form 5500 responses
2003-01-01	Type of plan entity	Single employer plan
2003-01-01	First time form 5500 has been submitted	Yes
2003-01-01	Submission has been amended	No
2003-01-01	This submission is the final filing	No
2003-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386687

Policy instance

Insurance contract or identification number	386687
Number of Individuals Covered	183
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	437
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386686

Policy instance

Insurance contract or identification number	386686
Number of Individuals Covered	277
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386686

Policy instance

Insurance contract or identification number	386686
Number of Individuals Covered	27
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	352
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1
Additional information about fees paid to insurance broker	REFERRAL / SERVICE FEE
Insurance broker organization code?	5

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386687

Policy instance

Insurance contract or identification number	386687
Number of Individuals Covered	184
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386686

Policy instance

Insurance contract or identification number	386686
Number of Individuals Covered	32
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	569
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386687

Policy instance

Insurance contract or identification number	386687
Number of Individuals Covered	197
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386686

Policy instance

Insurance contract or identification number	386686
Number of Individuals Covered	34
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	283
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker organization code?	5

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386687

Policy instance

Insurance contract or identification number	386687
Number of Individuals Covered	206
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386686

Policy instance

Insurance contract or identification number	386686
Number of Individuals Covered	36
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	252
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386687

Policy instance

Insurance contract or identification number	386687
Number of Individuals Covered	210
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	166
Insurance policy start date	2018-10-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386687

Policy instance

Insurance contract or identification number	386687
Number of Individuals Covered	221
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386686

Policy instance

Insurance contract or identification number	386686
Number of Individuals Covered	37
Insurance policy start date	2018-10-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386687

Policy instance

Insurance contract or identification number	386687
Number of Individuals Covered	216
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386687

Policy instance

Insurance contract or identification number	386687
Number of Individuals Covered	185
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386687

Policy instance

Insurance contract or identification number	386687
Number of Individuals Covered	175
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386687

Policy instance

Insurance contract or identification number	386687
Number of Individuals Covered	166
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386687

Policy instance

Insurance contract or identification number	386687
Number of Individuals Covered	161
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386687

Policy instance

Insurance contract or identification number	386687
Number of Individuals Covered	157
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386687

Policy instance

Insurance contract or identification number	386687
Number of Individuals Covered	148
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION
Employer identification number (EIN):	946050071
NAIC Classification:	611000

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0265392