401k Plan data: RESOURCES LEGACY FUND 403(B) PLAN plan

RESOURCES LEGACY FUND 403(B) PLAN 401k Plan overview

Plan Name	RESOURCES LEGACY FUND 403(B) PLAN
Plan identification number	002

RESOURCES LEGACY FUND 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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

RESOURCES LEGACY FUND has sponsored the creation of one or more 401k plans.

Company Name: RESOURCES LEGACY FUND

Employer identification number (EIN): 954703838

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about RESOURCES LEGACY FUND

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C2072951

More information about RESOURCES LEGACY FUND

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RESOURCES LEGACY FUND 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 ROSINA BUGARIN 2022-03-16
002 2020-01-01 ROSINA BUGARIN 2021-07-21
002 2019-01-01 ROSINA BUGARIN 2020-07-29
002 2018-01-01 ROSINA BUGARIN 2019-05-23
002 2017-01-01 ROSINA BUGARIN 2018-03-22
002 2016-01-01 ROSINA BUGARIN 2017-04-05
002 2015-01-01 SHAUNA MANNER 2016-03-31
002 2014-01-01 SHAUNA MANNER 2015-03-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01	ROSINA BUGARIN	2022-03-16
002	2020-01-01	ROSINA BUGARIN	2021-07-21
002	2019-01-01	ROSINA BUGARIN	2020-07-29
002	2018-01-01	ROSINA BUGARIN	2019-05-23
002	2017-01-01	ROSINA BUGARIN	2018-03-22
002	2016-01-01	ROSINA BUGARIN	2017-04-05
002	2015-01-01	SHAUNA MANNER	2016-03-31
002	2014-01-01	SHAUNA MANNER	2015-03-11

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Company Name:	RESOURCES LEGACY FUND
Employer identification number (EIN):	954703838
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C2072951