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CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 401k Plan overview

Plan NameCHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN
Plan identification number 001

CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

CHILDREN'S LAW CENTER OF CALIFORNIA has sponsored the creation of one or more 401k plans.

Company Name:CHILDREN'S LAW CENTER OF CALIFORNIA
Employer identification number (EIN):954252143
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN MOLL
0012016-01-01JOHN MOLL
0012015-01-01JOHN MOLL
0012014-01-01JOHN MOLL
0012013-01-01JOHN MOLL
0012012-01-01JOHN MOLL
0012011-01-01JOHN MOLL
0012010-01-01JOHN MOLL
0012009-01-01JOHN MOLL
0012008-01-01

Plan Statistics for CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN

401k plan membership statisitcs for CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN

Measure Date Value
2022: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01658
Total number of active participants reported on line 7a of the Form 55002022-01-01546
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01151
Total of all active and inactive participants2022-01-01698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01699
Number of participants with account balances2022-01-01699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01667
Total number of active participants reported on line 7a of the Form 55002021-01-01526
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01130
Total of all active and inactive participants2021-01-01657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01658
Number of participants with account balances2021-01-01649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01573
Total number of active participants reported on line 7a of the Form 55002020-01-01509
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01157
Total of all active and inactive participants2020-01-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01667
Number of participants with account balances2020-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01517
Total number of active participants reported on line 7a of the Form 55002019-01-01468
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01102
Total of all active and inactive participants2019-01-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01573
Number of participants with account balances2019-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01438
Total number of active participants reported on line 7a of the Form 55002018-01-01419
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0196
Total of all active and inactive participants2018-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01517
Number of participants with account balances2018-01-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01387
Total number of active participants reported on line 7a of the Form 55002017-01-01376
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0158
Total of all active and inactive participants2017-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01436
Number of participants with account balances2017-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01239
Total number of active participants reported on line 7a of the Form 55002016-01-01355
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01387
Number of participants with account balances2016-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01265
Total number of active participants reported on line 7a of the Form 55002015-01-01211
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01239
Number of participants with account balances2015-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01366
Total number of active participants reported on line 7a of the Form 55002014-01-01230
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0154
Total of all active and inactive participants2014-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01285
Number of participants with account balances2014-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01363
Total number of active participants reported on line 7a of the Form 55002013-01-01284
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0182
Total of all active and inactive participants2013-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01366
Number of participants with account balances2013-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01374
Total number of active participants reported on line 7a of the Form 55002012-01-01271
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0192
Total of all active and inactive participants2012-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01363
Number of participants with account balances2012-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01333
Total number of active participants reported on line 7a of the Form 55002011-01-01273
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01100
Total of all active and inactive participants2011-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01374
Number of participants with account balances2011-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01319
Total number of active participants reported on line 7a of the Form 55002010-01-01241
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0192
Total of all active and inactive participants2010-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01333
Number of participants with account balances2010-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01228
Total number of active participants reported on line 7a of the Form 55002009-01-01224
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0195
Total of all active and inactive participants2009-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01319
Number of participants with account balances2009-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN

Measure Date Value
2022 : CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,023,743
Total of all expenses incurred2022-12-31$2,255,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,078,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,640,341
Value of total assets at end of year2022-12-31$46,478,128
Value of total assets at beginning of year2022-12-31$51,757,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$176,632
Total interest from all sources2022-12-31$69,271
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$899,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$899,800
Administrative expenses professional fees incurred2022-12-31$4,852
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,705,570
Participant contributions at end of year2022-12-31$1,298,702
Participant contributions at beginning of year2022-12-31$1,136,177
Participant contributions at end of year2022-12-31$1,972
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$164,167
Administrative expenses (other) incurred2022-12-31$85,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,279,089
Value of net assets at end of year (total assets less liabilities)2022-12-31$46,478,128
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$51,757,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$86,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$44,317,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$49,879,558
Interest on participant loans2022-12-31$57,838
Interest earned on other investments2022-12-31$11,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$10,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$9,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$9,162
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$848,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$732,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,633,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,770,604
Employer contributions (assets) at end of year2022-12-31$1,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,078,714
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm EIN2022-12-31954345526
2021 : CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$14,346,025
Total of all expenses incurred2021-12-31$4,037,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,872,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,039,982
Value of total assets at end of year2021-12-31$51,757,217
Value of total assets at beginning of year2021-12-31$41,448,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$164,922
Total interest from all sources2021-12-31$62,607
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,241,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,241,200
Administrative expenses professional fees incurred2021-12-31$15,540
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,468,870
Participant contributions at end of year2021-12-31$1,136,177
Participant contributions at beginning of year2021-12-31$1,025,231
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$987,940
Administrative expenses (other) incurred2021-12-31$111,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,308,886
Value of net assets at end of year (total assets less liabilities)2021-12-31$51,757,217
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$41,448,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$37,520
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$49,879,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$39,362,558
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$48,541
Interest earned on other investments2021-12-31$14,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$9,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$10,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$10,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$732,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,049,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,002,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,583,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,872,217
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm EIN2021-12-31954345526
2020 : CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$11,231,782
Total of all expenses incurred2020-12-31$2,365,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,190,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,104,419
Value of total assets at end of year2020-12-31$41,448,331
Value of total assets at beginning of year2020-12-31$32,582,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$175,141
Total interest from all sources2020-12-31$52,167
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$793,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$793,785
Administrative expenses professional fees incurred2020-12-31$9,460
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,604,833
Participant contributions at end of year2020-12-31$1,025,231
Participant contributions at beginning of year2020-12-31$936,659
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$347,166
Administrative expenses (other) incurred2020-12-31$133,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,865,852
Value of net assets at end of year (total assets less liabilities)2020-12-31$41,448,331
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$32,582,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$32,019
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$39,362,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$30,927,174
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$702,799
Interest on participant loans2020-12-31$51,498
Interest earned on other investments2020-12-31$644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$10,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,743
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$25
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,049,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,281,234
Net investment gain/loss from pooled separate accounts2020-12-31$177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,152,420
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,190,789
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm EIN2020-12-31954345526
2019 : CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$10,138,371
Total of all expenses incurred2019-12-31$3,395,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,231,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,781,437
Value of total assets at end of year2019-12-31$32,582,479
Value of total assets at beginning of year2019-12-31$25,839,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$164,467
Total interest from all sources2019-12-31$45,587
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$770,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$770,914
Administrative expenses professional fees incurred2019-12-31$8,945
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,070,351
Participant contributions at end of year2019-12-31$936,659
Participant contributions at beginning of year2019-12-31$770,373
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$67,788
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$49,528
Administrative expenses (other) incurred2019-12-31$121,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,742,753
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,582,479
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,839,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$34,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$30,927,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,252,474
Value of interest in pooled separate accounts at end of year2019-12-31$702,799
Value of interest in pooled separate accounts at beginning of year2019-12-31$662,508
Interest on participant loans2019-12-31$45,441
Interest earned on other investments2019-12-31$146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,527,926
Net investment gain/loss from pooled separate accounts2019-12-31$12,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,661,558
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$73,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,231,151
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm EIN2019-12-31954345526
2018 : CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,221,065
Total of all expenses incurred2018-12-31$973,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$810,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,559,125
Value of total assets at end of year2018-12-31$25,839,726
Value of total assets at beginning of year2018-12-31$24,592,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$162,993
Total interest from all sources2018-12-31$33,721
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$702,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$702,473
Administrative expenses professional fees incurred2018-12-31$17,605
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,846,440
Participant contributions at end of year2018-12-31$770,373
Participant contributions at beginning of year2018-12-31$626,150
Participant contributions at end of year2018-12-31$67,788
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$224,802
Administrative expenses (other) incurred2018-12-31$115,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,247,226
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,839,726
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,592,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$30,045
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$24,252,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,385,623
Value of interest in pooled separate accounts at end of year2018-12-31$662,508
Value of interest in pooled separate accounts at beginning of year2018-12-31$560,401
Interest on participant loans2018-12-31$33,614
Interest earned on other investments2018-12-31$9
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$6,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$98
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,083,208
Net investment gain/loss from pooled separate accounts2018-12-31$8,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,487,883
Employer contributions (assets) at end of year2018-12-31$73,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$810,846
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HOLTHOUSE CARLIN & VAN TRIGHT, LLP
Accountancy firm EIN2018-12-31954345526
2017 : CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$5,753,746
Total of all expenses incurred2017-12-31$1,284,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,155,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,871,338
Value of total assets at end of year2017-12-31$24,592,500
Value of total assets at beginning of year2017-12-31$20,123,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$128,596
Total interest from all sources2017-12-31$25,805
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$552,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$552,556
Administrative expenses professional fees incurred2017-12-31$4,703
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,153,865
Participant contributions at end of year2017-12-31$626,150
Participant contributions at beginning of year2017-12-31$572,947
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$21,061
Administrative expenses (other) incurred2017-12-31$99,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,469,363
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,592,500
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,123,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$24,839
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,385,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,981,568
Value of interest in pooled separate accounts at end of year2017-12-31$560,401
Value of interest in pooled separate accounts at beginning of year2017-12-31$542,156
Interest on participant loans2017-12-31$25,750
Interest earned on other investments2017-12-31$55
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$16,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$16,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,297,589
Net investment gain/loss from pooled separate accounts2017-12-31$6,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$696,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,155,787
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HOLTHOUSE CARLIN & VAN TRIGHT, LLP
Accountancy firm EIN2017-12-31954345526
2016 : CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,518,233
Total of all expenses incurred2016-12-31$1,343,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,232,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,619,481
Value of total assets at end of year2016-12-31$20,123,137
Value of total assets at beginning of year2016-12-31$17,948,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$110,369
Total interest from all sources2016-12-31$31,262
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$412,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$412,356
Administrative expenses professional fees incurred2016-12-31$2,787
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$953,160
Participant contributions at end of year2016-12-31$572,947
Participant contributions at beginning of year2016-12-31$457,469
Participant contributions at beginning of year2016-12-31$32,669
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$50,021
Other income not declared elsewhere2016-12-31$21
Administrative expenses (other) incurred2016-12-31$88,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,175,106
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,123,137
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,948,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$19,379
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,981,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$542,156
Value of interest in pooled separate accounts at beginning of year2016-12-31$17,435,198
Interest on participant loans2016-12-31$22,672
Interest earned on other investments2016-12-31$8,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$16,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,455,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$616,300
Employer contributions (assets) at beginning of year2016-12-31$22,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,232,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm EIN2016-12-31954345526
2015 : CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$1,325,426
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$751,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$733,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,398,669
Value of total assets at end of year2015-12-31$17,948,031
Value of total assets at beginning of year2015-12-31$17,374,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,285
Total interest from all sources2015-12-31$27,391
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$237,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$237,130
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$784,693
Participant contributions at end of year2015-12-31$457,469
Participant contributions at beginning of year2015-12-31$483,764
Participant contributions at end of year2015-12-31$32,669
Participant contributions at beginning of year2015-12-31$29,469
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$91,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$573,875
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,948,031
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,374,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,866,232
Value of interest in pooled separate accounts at end of year2015-12-31$17,435,198
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,468,301
Interest on participant loans2015-12-31$21,833
Interest earned on other investments2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$205,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$205,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$300,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-337,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$522,821
Employer contributions (assets) at end of year2015-12-31$22,695
Employer contributions (assets) at beginning of year2015-12-31$21,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$733,266
Contract administrator fees2015-12-31$18,285
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm EIN2015-12-31954345526
2014 : CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,532,854
Total of all expenses incurred2014-12-31$3,680,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,665,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,276,740
Value of total assets at end of year2014-12-31$17,374,156
Value of total assets at beginning of year2014-12-31$18,521,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,471
Total interest from all sources2014-12-31$23,405
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$321,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$321,713
Administrative expenses professional fees incurred2014-12-31$5,816
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$771,857
Participant contributions at end of year2014-12-31$483,764
Participant contributions at beginning of year2014-12-31$493,892
Participant contributions at end of year2014-12-31$29,469
Participant contributions at beginning of year2014-12-31$33,436
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$18,317
Other income not declared elsewhere2014-12-31$1,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,147,476
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,374,156
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,521,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,866,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,395,056
Value of interest in pooled separate accounts at end of year2014-12-31$11,468,301
Value of interest in pooled separate accounts at beginning of year2014-12-31$10,416,726
Interest on participant loans2014-12-31$21,524
Interest earned on other investments2014-12-31$1,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$205,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$814,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$814,720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$89
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$300,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$348,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$909,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$486,566
Employer contributions (assets) at end of year2014-12-31$21,228
Employer contributions (assets) at beginning of year2014-12-31$19,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,665,859
Contract administrator fees2014-12-31$8,655
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm EIN2014-12-31954345526
2013 : CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$4,158,937
Total of all expenses incurred2013-12-31$1,448,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,443,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,276,931
Value of total assets at end of year2013-12-31$18,521,632
Value of total assets at beginning of year2013-12-31$15,811,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,408
Total interest from all sources2013-12-31$23,685
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$317,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$317,694
Administrative expenses professional fees incurred2013-12-31$2,795
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$802,390
Participant contributions at end of year2013-12-31$493,892
Participant contributions at beginning of year2013-12-31$438,495
Participant contributions at end of year2013-12-31$33,436
Participant contributions at beginning of year2013-12-31$31,141
Other income not declared elsewhere2013-12-31$-4,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,710,409
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,521,632
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,811,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,395,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,152,142
Value of interest in pooled separate accounts at end of year2013-12-31$10,416,726
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$21,610
Interest earned on other investments2013-12-31$1,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$814,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$812,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$812,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$348,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$356,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,544,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$474,541
Employer contributions (assets) at end of year2013-12-31$19,772
Employer contributions (assets) at beginning of year2013-12-31$19,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,443,120
Contract administrator fees2013-12-31$2,613
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm EIN2013-12-31954345526
2012 : CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,967,176
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$826,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$805,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,312,677
Value of total assets at end of year2012-12-31$15,811,223
Value of total assets at beginning of year2012-12-31$13,670,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,322
Total interest from all sources2012-12-31$14,177
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$173,521
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$173,521
Administrative expenses professional fees incurred2012-12-31$17,400
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$792,755
Participant contributions at end of year2012-12-31$438,495
Participant contributions at beginning of year2012-12-31$354,272
Participant contributions at end of year2012-12-31$31,141
Participant contributions at beginning of year2012-12-31$34,423
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$56,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$13,361
Other income not declared elsewhere2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,140,578
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,811,223
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,670,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,152,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,723,954
Interest on participant loans2012-12-31$13,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$812,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,527,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,527,277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$356,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,466,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$463,242
Employer contributions (assets) at end of year2012-12-31$19,920
Employer contributions (assets) at beginning of year2012-12-31$17,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$805,276
Contract administrator fees2012-12-31$3,922
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm EIN2012-12-31954345526
2011 : CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$951,774
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$515,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$508,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,291,091
Value of total assets at end of year2011-12-31$13,670,645
Value of total assets at beginning of year2011-12-31$13,234,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,778
Total interest from all sources2011-12-31$16,240
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$300,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$300,438
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$782,120
Participant contributions at end of year2011-12-31$354,272
Participant contributions at beginning of year2011-12-31$289,421
Participant contributions at end of year2011-12-31$34,423
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$70,158
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$13,361
Administrative expenses (other) incurred2011-12-31$7,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$435,916
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,670,645
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,234,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,723,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,482,474
Interest on participant loans2011-12-31$15,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,527,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,462,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,462,834
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-655,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$438,813
Employer contributions (assets) at end of year2011-12-31$17,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$508,080
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31RICHARD WEGLARZ, CPA
Accountancy firm EIN2011-12-31954635567
2010 : CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$2,644,685
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$353,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$346,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,080,114
Value of total assets at end of year2010-12-31$13,234,729
Value of total assets at beginning of year2010-12-31$10,943,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,637
Total interest from all sources2010-12-31$9,964
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$154,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$154,420
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$707,962
Participant contributions at end of year2010-12-31$289,421
Participant contributions at beginning of year2010-12-31$233,794
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,223
Administrative expenses (other) incurred2010-12-31$7,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,290,930
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,234,729
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,943,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,482,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,270,119
Interest on participant loans2010-12-31$8,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,462,834
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,439,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,439,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,400,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$367,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$346,118
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31RICHARD WEGLARZ, CPA
Accountancy firm EIN2010-12-31954635567
2009 : CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN

2022: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) 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 filingNo
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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069799
Policy instance 2
Insurance contract or identification numberTA069799
Number of Individuals Covered682
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069799
Policy instance 1
Insurance contract or identification numberTA069799
Number of Individuals Covered682
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069799
Policy instance 2
Insurance contract or identification numberTA069799
Number of Individuals Covered633
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069799
Policy instance 1
Insurance contract or identification numberTA069799
Number of Individuals Covered633
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069799
Policy instance 2
Insurance contract or identification numberTA069799
Number of Individuals Covered625
Insurance policy start date2020-12-23
Insurance policy end date2020-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069799
Policy instance 1
Insurance contract or identification numberTA069799
Number of Individuals Covered625
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069799
Policy instance 1
Insurance contract or identification numberTA069799
Number of Individuals Covered530
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069799
Policy instance 1
Insurance contract or identification numberTA069799
Number of Individuals Covered480
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080219
Policy instance 1
Insurance contract or identification numberTT080219
Number of Individuals Covered344
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75892
Policy instance 1
Insurance contract or identification numberG75892
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $22,272
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $16,704
Insurance broker organization code?3
Insurance broker nameCENTAURUS FINANCIAL INC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75892
Policy instance 1
Insurance contract or identification numberG75892
Number of Individuals Covered227
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $22,967
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 BrokerUSD $9,851
Insurance broker organization code?3
Insurance broker nameCENTAURUS FINANCIAL INC.
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75892
Policy instance 1
Insurance contract or identification numberG75892
Number of Individuals Covered232
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $19,340
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 BrokerUSD $14,505
Insurance broker organization code?3
Insurance broker nameCENTAURUS FINANCIAL INC.
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG75892
Policy instance 1
Insurance contract or identification numberG75892
Number of Individuals Covered223
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $23,204
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $20,221
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameCENTAURUS FINANCIAL INC.

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