401k Plan data: THE PASADENA HUMANE SOCIETY ERISA 403(B) plan

THE PASADENA HUMANE SOCIETY ERISA 403(B) 401k Plan overview

Plan Name	THE PASADENA HUMANE SOCIETY ERISA 403(B)
Plan identification number	002

THE PASADENA HUMANE SOCIETY ERISA 403(B) 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)(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.
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

THE PASADENA HUMANE SOCIETY has sponsored the creation of one or more 401k plans.

Company Name: THE PASADENA HUMANE SOCIETY

Employer identification number (EIN): 951643344

NAIC Classification: 812910
NAIC Description: Pet Care (except Veterinary) Services

Additional information about THE PASADENA HUMANE SOCIETY

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0051472

More information about THE PASADENA HUMANE SOCIETY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PASADENA HUMANE SOCIETY ERISA 403(B)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 POLLY AHADZADEH 2023-10-12 POLLY AHADZADEH 2023-10-12
002 2021-01-01 POLLY AHADZADEH 2022-10-14
002 2020-01-01 POLLY AHADZADEH 2021-10-12
002 2019-01-01
002 2018-01-01
002 2018-01-01
002 2017-01-01 RUTHIE HUGHES RUTHIE HUGHES 2018-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	POLLY AHADZADEH	2023-10-12	POLLY AHADZADEH	2023-10-12
002	2021-01-01	POLLY AHADZADEH	2022-10-14
002	2020-01-01	POLLY AHADZADEH	2021-10-12
002	2019-01-01
002	2018-01-01
002	2018-01-01
002	2017-01-01	RUTHIE HUGHES		RUTHIE HUGHES	2018-10-12

Plan Statistics for THE PASADENA HUMANE SOCIETY ERISA 403(B)

401k plan membership statisitcs for THE PASADENA HUMANE SOCIETY ERISA 403(B)

Measure Date Value
2022: THE PASADENA HUMANE SOCIETY ERISA 403(B) 2022 401k membership
Total participants, beginning-of-year 2022-01-01 246
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 119
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 149
Total of all active and inactive participants 2022-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 268
Number of participants with account balances 2022-01-01 263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE PASADENA HUMANE SOCIETY ERISA 403(B) 2021 401k membership
Total participants, beginning-of-year 2021-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 128
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 120
Total of all active and inactive participants 2021-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 248
Number of participants with account balances 2021-01-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE PASADENA HUMANE SOCIETY ERISA 403(B) 2020 401k membership
Total participants, beginning-of-year 2020-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 120
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 117
Total of all active and inactive participants 2020-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 237
Number of participants with account balances 2020-01-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE PASADENA HUMANE SOCIETY ERISA 403(B) 2019 401k membership
Total participants, beginning-of-year 2019-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 128
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 96
Total of all active and inactive participants 2019-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 224
Number of participants with account balances 2019-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE PASADENA HUMANE SOCIETY ERISA 403(B) 2018 401k membership
Total participants, beginning-of-year 2018-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 121
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 61
Total of all active and inactive participants 2018-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 182
Number of participants with account balances 2018-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE PASADENA HUMANE SOCIETY ERISA 403(B) 2017 401k membership
Total participants, beginning-of-year 2017-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 107
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 34
Total of all active and inactive participants 2017-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 141
Number of participants with account balances 2017-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: THE PASADENA HUMANE SOCIETY ERISA 403(B) 2022 401k membership
Total participants, beginning-of-year	2022-01-01	246
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	119
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	149
Total of all active and inactive participants	2022-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	268
Number of participants with account balances	2022-01-01	263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE PASADENA HUMANE SOCIETY ERISA 403(B) 2021 401k membership
Total participants, beginning-of-year	2021-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	128
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	120
Total of all active and inactive participants	2021-01-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	248
Number of participants with account balances	2021-01-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE PASADENA HUMANE SOCIETY ERISA 403(B) 2020 401k membership
Total participants, beginning-of-year	2020-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	120
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	117
Total of all active and inactive participants	2020-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	237
Number of participants with account balances	2020-01-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE PASADENA HUMANE SOCIETY ERISA 403(B) 2019 401k membership
Total participants, beginning-of-year	2019-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	128
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	96
Total of all active and inactive participants	2019-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	224
Number of participants with account balances	2019-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE PASADENA HUMANE SOCIETY ERISA 403(B) 2018 401k membership
Total participants, beginning-of-year	2018-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	121
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	61
Total of all active and inactive participants	2018-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	182
Number of participants with account balances	2018-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE PASADENA HUMANE SOCIETY ERISA 403(B) 2017 401k membership
Total participants, beginning-of-year	2017-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	107
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	34
Total of all active and inactive participants	2017-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	141
Number of participants with account balances	2017-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on THE PASADENA HUMANE SOCIETY ERISA 403(B)

Measure	Date	Value
2022 : THE PASADENA HUMANE SOCIETY ERISA 403(B) 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$38,264
Total of all expenses incurred	2022-12-31	$246,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$246,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$831,322
Value of total assets at end of year	2022-12-31	$3,470,309
Value of total assets at beginning of year	2022-12-31	$3,678,672
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$4,085
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	$4,085
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$250,000
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	$380,533
Participant contributions at end of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$9,558
Other income not declared elsewhere	2022-12-31	$-797,143
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	$-208,363
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,470,309
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,678,672
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 funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,470,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,677,510
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	No
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	$441,231
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$1,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$246,627
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	KROST
Accountancy firm EIN	2022-12-31	953653314
2021 : THE PASADENA HUMANE SOCIETY ERISA 403(B) 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,261,980
Total of all expenses incurred	2021-12-31	$396,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$396,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$897,990
Value of total assets at end of year	2021-12-31	$3,678,672
Value of total assets at beginning of year	2021-12-31	$2,812,795
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,655
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	$2,655
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$250,000
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	$325,188
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$174,535
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	$865,877
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,678,672
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,812,795
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 funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,677,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,624,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$361,335
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	$398,267
Employer contributions (assets) at end of year	2021-12-31	$1,162
Employer contributions (assets) at beginning of year	2021-12-31	$187,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$396,103
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	KROST
Accountancy firm EIN	2021-12-31	953653314
2020 : THE PASADENA HUMANE SOCIETY ERISA 403(B) 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$947,129
Total of all expenses incurred	2020-12-31	$79,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$79,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$624,225
Value of total assets at end of year	2020-12-31	$2,812,795
Value of total assets at beginning of year	2020-12-31	$1,944,787
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,131
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	$3,131
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$250,000
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	$244,689
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$38,893
Total non interest bearing cash at beginning of year	2020-12-31	$0
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	$868,008
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,812,795
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,944,787
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
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,624,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,776,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$319,773
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	$340,643
Employer contributions (assets) at end of year	2020-12-31	$187,970
Employer contributions (assets) at beginning of year	2020-12-31	$168,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$79,121
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	Disclaimer
Accountancy firm name	2020-12-31	KROST
Accountancy firm EIN	2020-12-31	953653314
2019 : THE PASADENA HUMANE SOCIETY ERISA 403(B) 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$745,713
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$131,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$131,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$514,162
Value of total assets at end of year	2019-12-31	$1,944,787
Value of total assets at beginning of year	2019-12-31	$1,330,293
Total interest from all sources	2019-12-31	$2,811
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$250,000
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	$171,981
Participant contributions at beginning of year	2019-12-31	$11,033
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$6,574
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
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
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$614,494
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,944,787
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,330,293
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
Interest earned on other investments	2019-12-31	$2,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,776,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,298,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$228,740
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	Yes
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	$335,607
Employer contributions (assets) at end of year	2019-12-31	$168,509
Employer contributions (assets) at beginning of year	2019-12-31	$20,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$131,219
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	KROST
Accountancy firm EIN	2019-12-31	953653314
2018 : THE PASADENA HUMANE SOCIETY ERISA 403(B) 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$481,274
Total of all expenses incurred	2018-12-31	$61,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$61,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$550,387
Value of total assets at end of year	2018-12-31	$1,330,293
Value of total assets at beginning of year	2018-12-31	$910,338
Total interest from all sources	2018-12-31	$47
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$250,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
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	$122,041
Participant contributions at end of year	2018-12-31	$14,452
Participant contributions at end of year	2018-12-31	$11,033
Participant contributions at beginning of year	2018-12-31	$11,033
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$235,962
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	$419,955
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,330,293
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$910,338
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 pooled separate accounts at end of year	2018-12-31	$1,283,980
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$878,477
Interest on participant loans	2018-12-31	$47
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-71,056
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	Yes
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	$192,384
Employer contributions (assets) at end of year	2018-12-31	$20,828
Employer contributions (assets) at beginning of year	2018-12-31	$20,828
Income. Dividends from preferred stock	2018-12-31	$1,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$61,319
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	KROST
Accountancy firm EIN	2018-12-31	953653314
2017 : THE PASADENA HUMANE SOCIETY ERISA 403(B) 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$932,961
Total of all expenses incurred	2017-12-31	$22,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$22,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$914,940
Value of total assets at end of year	2017-12-31	$910,338
Value of total assets at beginning of year	2017-12-31	$0
Total interest from all sources	2017-12-31	$161
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	$250,000
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
Contributions received from participants	2017-12-31	$119,675
Participant contributions at end of year	2017-12-31	$11,033
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$580,016
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	$910,338
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$910,338
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
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 pooled separate accounts at end of year	2017-12-31	$878,477
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$161
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$17,860
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	Yes
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	$215,249
Employer contributions (assets) at end of year	2017-12-31	$20,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$22,623
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	KROST
Accountancy firm EIN	2017-12-31	953653314

Form 5500 Responses for THE PASADENA HUMANE SOCIETY ERISA 403(B)

2022: THE PASADENA HUMANE SOCIETY ERISA 403(B) 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: THE PASADENA HUMANE SOCIETY ERISA 403(B) 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: THE PASADENA HUMANE SOCIETY ERISA 403(B) 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 funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE PASADENA HUMANE SOCIETY ERISA 403(B) 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
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 funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE PASADENA HUMANE SOCIETY ERISA 403(B) 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 funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE PASADENA HUMANE SOCIETY ERISA 403(B) 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
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 funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

71900

Policy instance

Insurance contract or identification number	71900
Number of Individuals Covered	262
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 $11,270
Contracts With Unallocated Funds Deposit Administration	1
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	10373
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

71900

Policy instance

Insurance contract or identification number	71900
Number of Individuals Covered	253
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 $22,966
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	21161
Additional information about fees paid to insurance broker	COMISSION
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

71900

Policy instance

Insurance contract or identification number	71900
Number of Individuals Covered	235
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 $17,866
Contracts With Unallocated Funds Deposit Administration	1
Amount paid for insurance broker fees	16649
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

71900

Policy instance

Insurance contract or identification number	71900
Number of Individuals Covered	189
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $12,250
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $11,220
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

71900

Policy instance

Insurance contract or identification number	71900
Number of Individuals Covered	163
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $14,655
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $13,301
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

71900

Policy instance

Insurance contract or identification number	71900
Number of Individuals Covered	105
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $26,580
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $24,455
Insurance broker organization code?	3
Insurance broker name	GARY HERSCH

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Company Name:	THE PASADENA HUMANE SOCIETY
Employer identification number (EIN):	951643344
NAIC Classification:	812910
NAIC Description:	Pet Care (except Veterinary) Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0051472