401k Plan data: THE ENERGY COALITION 401(K) PLAN plan

THE ENERGY COALITION 401(K) PLAN 401k Plan overview

Plan Name	THE ENERGY COALITION 401(K) PLAN
Plan identification number	002

THE ENERGY COALITION 401(K) 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
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

THE ENERGY COALITION has sponsored the creation of one or more 401k plans.

Company Name: THE ENERGY COALITION

Employer identification number (EIN): 200943616

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about THE ENERGY COALITION

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 2004-03-22

Company Identification Number: C2608911

Legal Registered Office Address: 47 Discovery Suite 250

Irvine
United States of America (USA)
92618

More information about THE ENERGY COALITION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ENERGY COALITION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DORIS DO 2018-07-03
002 2016-01-01 DORIS CERNA 2017-07-11
002 2015-01-01 DORIS CERNA 2016-06-15
002 2014-01-01 DORIS CERNA 2015-09-23

Plan Statistics for THE ENERGY COALITION 401(K) PLAN

401k plan membership statisitcs for THE ENERGY COALITION 401(K) PLAN

Measure Date Value
2022: THE ENERGY COALITION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 73
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 29
Total of all active and inactive participants 2022-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 102
Number of participants with account balances 2022-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE ENERGY COALITION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 74
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 28
Total of all active and inactive participants 2021-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 102
Number of participants with account balances 2021-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE ENERGY COALITION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 66
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 25
Total of all active and inactive participants 2020-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 91
Number of participants with account balances 2020-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE ENERGY COALITION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 63
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 26
Total of all active and inactive participants 2019-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 89
Number of participants with account balances 2019-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE ENERGY COALITION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 53
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 24
Total of all active and inactive participants 2018-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 77
Number of participants with account balances 2018-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: THE ENERGY COALITION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	73
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	29
Total of all active and inactive participants	2022-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	102
Number of participants with account balances	2022-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE ENERGY COALITION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	74
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	28
Total of all active and inactive participants	2021-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	102
Number of participants with account balances	2021-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE ENERGY COALITION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	66
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	25
Total of all active and inactive participants	2020-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	91
Number of participants with account balances	2020-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE ENERGY COALITION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	63
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	26
Total of all active and inactive participants	2019-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	89
Number of participants with account balances	2019-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE ENERGY COALITION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	53
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	24
Total of all active and inactive participants	2018-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	77
Number of participants with account balances	2018-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on THE ENERGY COALITION 401(K) PLAN

Measure	Date	Value
2022 : THE ENERGY COALITION 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-215,465
Expenses. Total of all expenses incurred	2022-12-31	$349,344
Benefits paid (including direct rollovers)	2022-12-31	$312,538
Total plan assets at end of year	2022-12-31	$5,757,448
Total plan assets at beginning of year	2022-12-31	$6,322,257
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$593,850
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$60,954
Other income received	2022-12-31	$-1,157,118
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-564,809
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,757,448
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,322,257
Assets. Value of participant loans	2022-12-31	$15,946
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$286,849
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$36,806
2021 : THE ENERGY COALITION 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,608,655
Expenses. Total of all expenses incurred	2021-12-31	$923,549
Benefits paid (including direct rollovers)	2021-12-31	$886,580
Total plan assets at end of year	2021-12-31	$6,322,257
Total plan assets at beginning of year	2021-12-31	$5,637,151
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$533,550
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$11,706
Other income received	2021-12-31	$801,850
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$685,106
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,322,257
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,637,151
Assets. Value of participant loans	2021-12-31	$46,693
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$261,549
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$36,969
2020 : THE ENERGY COALITION 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,534,184
Expenses. Total of all expenses incurred	2020-12-31	$421,274
Benefits paid (including direct rollovers)	2020-12-31	$392,744
Total plan assets at end of year	2020-12-31	$5,637,151
Total plan assets at beginning of year	2020-12-31	$4,524,241
Value of fidelity bond covering the plan	2020-12-31	$450,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$450,009
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$120,475
Other income received	2020-12-31	$730,505
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,112,910
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,637,151
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,524,241
Assets. Value of participant loans	2020-12-31	$50,652
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$233,195
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$28,530
2019 : THE ENERGY COALITION 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,502,207
Expenses. Total of all expenses incurred	2019-12-31	$252,017
Benefits paid (including direct rollovers)	2019-12-31	$225,534
Total plan assets at end of year	2019-12-31	$4,524,241
Total plan assets at beginning of year	2019-12-31	$3,274,051
Value of fidelity bond covering the plan	2019-12-31	$450,000
Total contributions received or receivable from participants	2019-12-31	$394,831
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$97,480
Other income received	2019-12-31	$814,443
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,250,190
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,524,241
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,274,051
Assets. Value of participant loans	2019-12-31	$37,644
Total contributions received or receivable from employer(s)	2019-12-31	$195,453
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$3,645
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$22,838
2018 : THE ENERGY COALITION 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$436,346
Expenses. Total of all expenses incurred	2018-12-31	$174,668
Benefits paid (including direct rollovers)	2018-12-31	$172,534
Total plan assets at end of year	2018-12-31	$3,274,051
Total plan assets at beginning of year	2018-12-31	$3,012,373
Value of fidelity bond covering the plan	2018-12-31	$450,000
Total contributions received or receivable from participants	2018-12-31	$312,243
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$14,393
Other income received	2018-12-31	$-47,888
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$261,678
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,274,051
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,012,373
Assets. Value of participant loans	2018-12-31	$53,193
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$157,598
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,134

Form 5500 Responses for THE ENERGY COALITION 401(K) PLAN

2022: THE ENERGY COALITION 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE ENERGY COALITION 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE ENERGY COALITION 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE ENERGY COALITION 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE ENERGY COALITION 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE ENERGY COALITION
Employer identification number (EIN):	200943616
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	2004-03-22
Company Identification Number:	C2608911
Legal Registered Office Address:	47 Discovery Suite 250 Irvine United States of America (USA) 92618