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SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 401k Plan overview

Plan NameSOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT
Plan identification number 002

SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC.
Employer identification number (EIN):330050104
NAIC Classification:811490
NAIC Description:Other Personal and Household Goods Repair and Maintenance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-04-01
0022021-04-01
0022020-04-01
0022019-04-01LEONARD BLOTTIN2021-01-14
0022018-04-01
0022017-04-01RICHARD GIBSON
0022016-04-01
0022015-04-01
0022014-04-01
0022013-04-01LEONARD BLOTTIN, SR.
0022012-04-01LEONARD BLOTTIN, SR.
0022011-04-01LEONARD BLOTTIN, SR.
0022010-04-01LEONARD BLOTTIN, SR.
0022009-04-01WENDY LANKES

Plan Statistics for SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

401k plan membership statisitcs for SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

Measure Date Value
2022: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2022 401k membership
Total participants, beginning-of-year2022-04-0114
Total number of active participants reported on line 7a of the Form 55002022-04-019
Number of retired or separated participants receiving benefits2022-04-013
Number of other retired or separated participants entitled to future benefits2022-04-012
Total of all active and inactive participants2022-04-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-011
Total participants2022-04-0115
Number of participants with account balances2022-04-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-012
2021: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2021 401k membership
Total participants, beginning-of-year2021-04-0117
Total number of active participants reported on line 7a of the Form 55002021-04-019
Number of retired or separated participants receiving benefits2021-04-012
Number of other retired or separated participants entitled to future benefits2021-04-012
Total of all active and inactive participants2021-04-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-011
Total participants2021-04-0114
Number of participants with account balances2021-04-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
2020: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2020 401k membership
Total participants, beginning-of-year2020-04-0117
Total number of active participants reported on line 7a of the Form 55002020-04-0110
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-016
Total of all active and inactive participants2020-04-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-011
Total participants2020-04-0117
Number of participants with account balances2020-04-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-011
2019: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2019 401k membership
Total participants, beginning-of-year2019-04-0117
Total number of active participants reported on line 7a of the Form 55002019-04-0110
Number of other retired or separated participants entitled to future benefits2019-04-017
Total of all active and inactive participants2019-04-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-0117
Number of participants with account balances2019-04-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2018 401k membership
Total participants, beginning-of-year2018-04-0115
Total number of active participants reported on line 7a of the Form 55002018-04-0110
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-016
Total of all active and inactive participants2018-04-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-0116
Number of participants with account balances2018-04-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
2017: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2017 401k membership
Total participants, beginning-of-year2017-04-0115
Total number of active participants reported on line 7a of the Form 55002017-04-0110
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-015
Total of all active and inactive participants2017-04-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-0115
Number of participants with account balances2017-04-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-011
2016: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2016 401k membership
Total participants, beginning-of-year2016-04-0114
Total number of active participants reported on line 7a of the Form 55002016-04-017
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-015
Total of all active and inactive participants2016-04-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-0112
Number of participants with account balances2016-04-0112
2015: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2015 401k membership
Total participants, beginning-of-year2015-04-0115
Total number of active participants reported on line 7a of the Form 55002015-04-019
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-015
Total of all active and inactive participants2015-04-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-0114
Number of participants with account balances2015-04-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-011
2014: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2014 401k membership
Total participants, beginning-of-year2014-04-0114
Total number of active participants reported on line 7a of the Form 55002014-04-0110
Number of retired or separated participants receiving benefits2014-04-011
Number of other retired or separated participants entitled to future benefits2014-04-013
Total of all active and inactive participants2014-04-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-0114
Number of participants with account balances2014-04-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-011
2013: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year2013-04-0113
Total number of active participants reported on line 7a of the Form 55002013-04-0110
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-013
Total of all active and inactive participants2013-04-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-0113
Number of participants with account balances2013-04-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year2012-04-0119
Total number of active participants reported on line 7a of the Form 55002012-04-0110
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-013
Total of all active and inactive participants2012-04-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-0113
Number of participants with account balances2012-04-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year2011-04-0115
Total number of active participants reported on line 7a of the Form 55002011-04-0110
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-013
Total of all active and inactive participants2011-04-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-011
Total participants2011-04-0114
Number of participants with account balances2011-04-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2010: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2010 401k membership
Total participants, beginning-of-year2010-04-0113
Total number of active participants reported on line 7a of the Form 55002010-04-0111
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-013
Total of all active and inactive participants2010-04-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-010
Total participants2010-04-0114
Number of participants with account balances2010-04-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-010
2009: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year2009-04-0112
Total number of active participants reported on line 7a of the Form 55002009-04-0110
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-013
Total of all active and inactive participants2009-04-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-0113
Number of participants with account balances2009-04-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

Measure Date Value
2023 : SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2023 401k financial data
Total plan liabilities at end of year2023-03-31$0
Total plan liabilities at beginning of year2023-03-31$0
Total income from all sources2023-03-31$25,983
Expenses. Total of all expenses incurred2023-03-31$336,882
Benefits paid (including direct rollovers)2023-03-31$336,882
Total plan assets at end of year2023-03-31$552,895
Total plan assets at beginning of year2023-03-31$863,794
Value of fidelity bond covering the plan2023-03-31$200,000
Other income received2023-03-31$25,983
Net income (gross income less expenses)2023-03-31$-310,899
Net plan assets at end of year (total assets less liabilities)2023-03-31$552,895
Net plan assets at beginning of year (total assets less liabilities)2023-03-31$863,794
Assets. Value of employer securities2023-03-31$385,714
2022 : SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2022 401k financial data
Total plan liabilities at end of year2022-03-31$0
Total plan liabilities at beginning of year2022-03-31$0
Total income from all sources2022-03-31$117,063
Expenses. Total of all expenses incurred2022-03-31$117,323
Benefits paid (including direct rollovers)2022-03-31$117,317
Total plan assets at end of year2022-03-31$863,794
Total plan assets at beginning of year2022-03-31$864,054
Value of fidelity bond covering the plan2022-03-31$200,000
Other income received2022-03-31$70,063
Net income (gross income less expenses)2022-03-31$-260
Net plan assets at end of year (total assets less liabilities)2022-03-31$863,794
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$864,054
Assets. Value of employer securities2022-03-31$560,000
Total contributions received or receivable from employer(s)2022-03-31$47,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-03-31$6
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
2021 : SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2021 401k financial data
Total plan liabilities at end of year2021-03-31$0
Total income from all sources2021-03-31$109,343
Expenses. Total of all expenses incurred2021-03-31$267
Total plan assets at end of year2021-03-31$864,054
Total plan assets at beginning of year2021-03-31$754,978
Value of fidelity bond covering the plan2021-03-31$200,000
Other income received2021-03-31$50,160
Net income (gross income less expenses)2021-03-31$109,076
Net plan assets at end of year (total assets less liabilities)2021-03-31$864,054
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$754,978
Assets. Value of employer securities2021-03-31$490,000
Total contributions received or receivable from employer(s)2021-03-31$59,183
Expenses. Administrative service providers (salaries,fees and commissions)2021-03-31$267
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
2020 : SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2020 401k financial data
Total income from all sources2020-03-31$154,896
Expenses. Total of all expenses incurred2020-03-31$290
Total plan assets at end of year2020-03-31$754,978
Total plan assets at beginning of year2020-03-31$600,372
Value of fidelity bond covering the plan2020-03-31$200,000
Other income received2020-03-31$80,279
Net income (gross income less expenses)2020-03-31$154,606
Net plan assets at end of year (total assets less liabilities)2020-03-31$754,978
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$600,372
Assets. Value of employer securities2020-03-31$440,000
Total contributions received or receivable from employer(s)2020-03-31$74,617
Expenses. Administrative service providers (salaries,fees and commissions)2020-03-31$290
2019 : SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2019 401k financial data
Transfers to/from the plan2019-03-31$0
Total plan liabilities at end of year2019-03-31$0
Total plan liabilities at beginning of year2019-03-31$0
Total income from all sources2019-03-31$152,841
Expenses. Total of all expenses incurred2019-03-31$2,708
Benefits paid (including direct rollovers)2019-03-31$2,673
Total plan assets at end of year2019-03-31$600,372
Total plan assets at beginning of year2019-03-31$450,239
Value of fidelity bond covering the plan2019-03-31$200,000
Other income received2019-03-31$90,269
Net income (gross income less expenses)2019-03-31$150,133
Net plan assets at end of year (total assets less liabilities)2019-03-31$600,372
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$450,239
Assets. Value of employer securities2019-03-31$360,000
Total contributions received or receivable from employer(s)2019-03-31$62,572
Expenses. Administrative service providers (salaries,fees and commissions)2019-03-31$35
2018 : SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2018 401k financial data
Transfers to/from the plan2018-03-31$0
Total plan liabilities at end of year2018-03-31$0
Total plan liabilities at beginning of year2018-03-31$0
Total income from all sources2018-03-31$96,204
Expenses. Total of all expenses incurred2018-03-31$0
Benefits paid (including direct rollovers)2018-03-31$0
Total plan assets at end of year2018-03-31$450,239
Total plan assets at beginning of year2018-03-31$354,035
Value of fidelity bond covering the plan2018-03-31$200,000
Total contributions received or receivable from participants2018-03-31$0
Expenses. Other expenses not covered elsewhere2018-03-31$0
Contributions received from other sources (not participants or employers)2018-03-31$0
Other income received2018-03-31$47,087
Noncash contributions received2018-03-31$0
Net income (gross income less expenses)2018-03-31$96,204
Net plan assets at end of year (total assets less liabilities)2018-03-31$450,239
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$354,035
Assets. Value of employer securities2018-03-31$270,000
Total contributions received or receivable from employer(s)2018-03-31$49,117
Value of certain deemed distributions of participant loans2018-03-31$0
Value of corrective distributions2018-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-03-31$0
2017 : SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2017 401k financial data
Total plan liabilities at end of year2017-03-31$0
Total plan liabilities at beginning of year2017-03-31$17,824
Total income from all sources2017-03-31$-54,702
Expenses. Total of all expenses incurred2017-03-31$37,898
Benefits paid (including direct rollovers)2017-03-31$37,878
Total plan assets at end of year2017-03-31$354,035
Total plan assets at beginning of year2017-03-31$464,459
Value of fidelity bond covering the plan2017-03-31$200,000
Expenses. Other expenses not covered elsewhere2017-03-31$20
Other income received2017-03-31$-98,939
Net income (gross income less expenses)2017-03-31$-92,600
Net plan assets at end of year (total assets less liabilities)2017-03-31$354,035
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$446,635
Assets. Value of employer securities2017-03-31$223,000
Total contributions received or receivable from employer(s)2017-03-31$44,237
2016 : SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2016 401k financial data
Total plan liabilities at end of year2016-03-31$17,824
Total plan liabilities at beginning of year2016-03-31$0
Total income from all sources2016-03-31$114,172
Expenses. Total of all expenses incurred2016-03-31$16,649
Benefits paid (including direct rollovers)2016-03-31$17,974
Total plan assets at end of year2016-03-31$464,459
Total plan assets at beginning of year2016-03-31$349,112
Value of fidelity bond covering the plan2016-03-31$200,000
Expenses. Other expenses not covered elsewhere2016-03-31$-1,325
Other income received2016-03-31$69,037
Net income (gross income less expenses)2016-03-31$97,523
Net plan assets at end of year (total assets less liabilities)2016-03-31$446,635
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$349,112
Assets. Value of employer securities2016-03-31$322,000
Total contributions received or receivable from employer(s)2016-03-31$45,135
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
2015 : SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2015 401k financial data
Total plan liabilities at end of year2015-03-31$0
Total plan liabilities at beginning of year2015-03-31$0
Total income from all sources2015-03-31$-442,611
Expenses. Total of all expenses incurred2015-03-31$816,256
Benefits paid (including direct rollovers)2015-03-31$816,256
Total plan assets at end of year2015-03-31$349,112
Total plan assets at beginning of year2015-03-31$1,607,979
Value of fidelity bond covering the plan2015-03-31$200,000
Other income received2015-03-31$-509,835
Net income (gross income less expenses)2015-03-31$-1,258,867
Net plan assets at end of year (total assets less liabilities)2015-03-31$349,112
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$1,607,979
Assets. Value of employer securities2015-03-31$230,000
Total contributions received or receivable from employer(s)2015-03-31$67,224
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
2014 : SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2014 401k financial data
Total plan liabilities at end of year2014-03-31$0
Total plan liabilities at beginning of year2014-03-31$0
Total income from all sources2014-03-31$228,321
Expenses. Total of all expenses incurred2014-03-31$35,573
Benefits paid (including direct rollovers)2014-03-31$35,573
Total plan assets at end of year2014-03-31$1,607,979
Total plan assets at beginning of year2014-03-31$1,415,231
Value of fidelity bond covering the plan2014-03-31$200,000
Other income received2014-03-31$183,384
Net income (gross income less expenses)2014-03-31$192,748
Net plan assets at end of year (total assets less liabilities)2014-03-31$1,607,979
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$1,415,231
Assets. Value of employer securities2014-03-31$740,000
Total contributions received or receivable from employer(s)2014-03-31$44,937
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
2013 : SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2013 401k financial data
Total plan liabilities at end of year2013-03-31$0
Total plan liabilities at beginning of year2013-03-31$96,042
Total income from all sources2013-03-31$452,109
Expenses. Total of all expenses incurred2013-03-31$24,783
Benefits paid (including direct rollovers)2013-03-31$23,285
Total plan assets at end of year2013-03-31$1,415,231
Total plan assets at beginning of year2013-03-31$1,083,947
Value of fidelity bond covering the plan2013-03-31$200,000
Expenses. Other expenses not covered elsewhere2013-03-31$1,498
Other income received2013-03-31$347,928
Net income (gross income less expenses)2013-03-31$427,326
Net plan assets at end of year (total assets less liabilities)2013-03-31$1,415,231
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$987,905
Assets. Value of employer securities2013-03-31$551,000
Total contributions received or receivable from employer(s)2013-03-31$104,181
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
2012 : SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2012 401k financial data
Total plan liabilities at end of year2012-03-31$96,042
Total plan liabilities at beginning of year2012-03-31$228,369
Total income from all sources2012-03-31$137,591
Expenses. Total of all expenses incurred2012-03-31$28,319
Benefits paid (including direct rollovers)2012-03-31$21,334
Total plan assets at end of year2012-03-31$1,083,947
Total plan assets at beginning of year2012-03-31$1,107,002
Value of fidelity bond covering the plan2012-03-31$200,000
Expenses. Other expenses not covered elsewhere2012-03-31$6,873
Other income received2012-03-31$-1,609
Net income (gross income less expenses)2012-03-31$109,272
Net plan assets at end of year (total assets less liabilities)2012-03-31$987,905
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$878,633
Assets. Value of employer securities2012-03-31$215,000
Total contributions received or receivable from employer(s)2012-03-31$139,200
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$112
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
2011 : SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2011 401k financial data
Total plan liabilities at end of year2011-03-31$228,369
Total plan liabilities at beginning of year2011-03-31$355,062
Total income from all sources2011-03-31$114,565
Expenses. Total of all expenses incurred2011-03-31$31,098
Benefits paid (including direct rollovers)2011-03-31$18,591
Total plan assets at end of year2011-03-31$1,107,002
Total plan assets at beginning of year2011-03-31$1,150,228
Value of fidelity bond covering the plan2011-03-31$200,000
Expenses. Other expenses not covered elsewhere2011-03-31$12,507
Other income received2011-03-31$-24,635
Net income (gross income less expenses)2011-03-31$83,467
Net plan assets at end of year (total assets less liabilities)2011-03-31$878,633
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$795,166
Assets. Value of employer securities2011-03-31$230,000
Total contributions received or receivable from employer(s)2011-03-31$139,200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0

Form 5500 Responses for SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT

2022: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: SOUTHERN CALIFORNIA AIR CONDITIONING SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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