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CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameCALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION PLAN
Plan identification number 002

CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.

401k Sponsoring company profile

CALIFORNIA LUTHERAN UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA LUTHERAN UNIVERSITY
Employer identification number (EIN):952962604
NAIC Classification:611000

Additional information about CALIFORNIA LUTHERAN UNIVERSITY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0380621

More information about CALIFORNIA LUTHERAN UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01TOM MARSH2018-04-18 TOM MARSH2018-04-18
0022016-01-01TOM MARSH2017-10-25 TOM MARSH2017-10-25
0022015-01-01TOM MARSH2017-11-13 TOM MARSH2017-11-13
0022014-01-01TOM MARSH2015-12-03 TOM MARSH2015-12-03
0022013-01-01TOM MARSH2014-06-20
0022012-01-01TOM MARSH2013-06-17
0022011-01-01TOM MARSH2012-09-26
0022010-01-01TOM MARSH2011-10-21
0022009-01-01JOHN WARD JOHN WARD2010-10-14
0022008-01-01

Plan Statistics for CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION PLAN

Measure Date Value
2009: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,296
Total number of active participants reported on line 7a of the Form 55002009-01-011,165
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-011,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,179
Number of participants with account balances2009-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Form 5500 Responses for CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION PLAN

2009: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingYes
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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