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SOUTHERN CALIFORNIA WEST COAST ELECTRIC PROFIT SHARING PLAN 401k Plan overview

Plan NameSOUTHERN CALIFORNIA WEST COAST ELECTRIC PROFIT SHARING PLAN
Plan identification number 001

SOUTHERN CALIFORNIA WEST COAST ELECTRIC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='330202816' AND PlanID='001'

401k Sponsoring company profile

SOUTHERN CALIFORNIA WEST COAST ELECTRIC has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN CALIFORNIA WEST COAST ELECTRIC
Employer identification number (EIN):330202816
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA WEST COAST ELECTRIC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-11-01
0012022-11-01JEANNIE STEWART
0012021-11-01
0012021-11-01JEANNIE STEWART
0012020-11-01JEANNIE STEWART2022-08-12
0012019-11-01JEANNIE STEWART2021-08-13
0012018-11-01
0012017-11-01
0012016-11-01
0012015-11-01
0012014-11-01
0012013-11-01
0012012-11-01ROBERT PRESBERG2014-02-24
0012011-11-01ROBERT PRESBERG2013-08-15
0012010-11-01ROBERT PRESBERG2012-08-15
0012008-11-01

Financial Data on SOUTHERN CALIFORNIA WEST COAST ELECTRIC PROFIT SHARING PLAN

Measure Date Value
2025 : SOUTHERN CALIFORNIA WEST COAST ELECTRIC PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-060
Total expenses incurred by plan in this plan year2025-05-06361324
Net assets as of the end of the plan year2025-05-064244239
Total assets as of the beginning of the plan year2025-05-063297834
Value of plan covered by a fidelity bond2025-05-0650000
Participant contributions to plan in this plan year2025-05-06367359
Value of participant loans at end of plan year2025-05-06238855
Other income to plan in this plan year2025-05-06745638
Plan net income in this plan year2025-05-06946405
Net assets as of the end of the plan year2025-05-064244239
Net assets as of the beginning of the plan year2025-05-063297834
Employer contributions to plan in this plan year2025-05-06194732
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-0631140
2023 : SOUTHERN CALIFORNIA WEST COAST ELECTRIC PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-10-31$0
Total income from all sources (including contributions)2023-10-31$721,984
Total loss/gain on sale of assets2023-10-31$0
Total of all expenses incurred2023-10-31$350,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-10-31$323,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-10-31$537,075
Value of total assets at end of year2023-10-31$3,297,834
Value of total assets at beginning of year2023-10-31$2,926,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-10-31$27,428
Total interest from all sources2023-10-31$14,449
Total dividends received (eg from common stock, registered investment company shares)2023-10-31$54,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-10-31$54,667
Was this plan covered by a fidelity bond2023-10-31Yes
Value of fidelity bond cover2023-10-31$50,000
If this is an individual account plan, was there a blackout period2023-10-31No
Were there any nonexempt tranactions with any party-in-interest2023-10-31No
Contributions received from participants2023-10-31$342,662
Participant contributions at end of year2023-10-31$281,384
Participant contributions at beginning of year2023-10-31$220,804
Assets. Other investments not covered elsewhere at end of year2023-10-31$1,780
Other income not declared elsewhere2023-10-31$-65
Administrative expenses (other) incurred2023-10-31$9,713
Total non interest bearing cash at end of year2023-10-31$40,666
Total non interest bearing cash at beginning of year2023-10-31$40,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-10-31No
Value of net income/loss2023-10-31$371,465
Value of net assets at end of year (total assets less liabilities)2023-10-31$3,297,834
Value of net assets at beginning of year (total assets less liabilities)2023-10-31$2,926,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-10-31No
Were any leases to which the plan was party in default or uncollectible2023-10-31No
Investment advisory and management fees2023-10-31$17,715
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-10-31$2,739,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-10-31$2,452,597
Interest on participant loans2023-10-31$10,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-10-31$234,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-10-31$212,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-10-31$212,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-10-31$4,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-10-31$115,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-10-31No
Was there a failure to transmit to the plan any participant contributions2023-10-31No
Has the plan failed to provide any benefit when due under the plan2023-10-31No
Contributions received in cash from employer2023-10-31$194,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-10-31$323,091
Did the plan have assets held for investment2023-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-10-31No
Opinion of an independent qualified public accountant for this plan2023-10-31Unqualified
Accountancy firm name2023-10-31PORTER & HUNT, LLP
Accountancy firm EIN2023-10-31260526155
2022 : SOUTHERN CALIFORNIA WEST COAST ELECTRIC PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-11-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-01$0
Total income from all sources (including contributions)2022-11-01$721,984
Total loss/gain on sale of assets2022-11-01$0
Total of all expenses incurred2022-11-01$350,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-11-01$323,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-11-01$537,075
Value of total assets at end of year2022-11-01$3,297,834
Value of total assets at beginning of year2022-11-01$2,926,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-11-01$27,428
Total interest from all sources2022-11-01$14,449
Total dividends received (eg from common stock, registered investment company shares)2022-11-01$54,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-11-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-11-01$54,667
Was this plan covered by a fidelity bond2022-11-01Yes
Value of fidelity bond cover2022-11-01$50,000
If this is an individual account plan, was there a blackout period2022-11-01No
Were there any nonexempt tranactions with any party-in-interest2022-11-01No
Contributions received from participants2022-11-01$342,662
Participant contributions at end of year2022-11-01$281,384
Participant contributions at beginning of year2022-11-01$220,804
Assets. Other investments not covered elsewhere at end of year2022-11-01$1,780
Other income not declared elsewhere2022-11-01$-65
Administrative expenses (other) incurred2022-11-01$9,713
Total non interest bearing cash at end of year2022-11-01$40,666
Total non interest bearing cash at beginning of year2022-11-01$40,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-01No
Value of net income/loss2022-11-01$371,465
Value of net assets at end of year (total assets less liabilities)2022-11-01$3,297,834
Value of net assets at beginning of year (total assets less liabilities)2022-11-01$2,926,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-11-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-11-01No
Were any leases to which the plan was party in default or uncollectible2022-11-01No
Investment advisory and management fees2022-11-01$17,715
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-11-01$2,739,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-11-01$2,452,597
Interest on participant loans2022-11-01$10,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-11-01$234,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-11-01$4,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-11-01$115,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-11-01No
Was there a failure to transmit to the plan any participant contributions2022-11-01No
Has the plan failed to provide any benefit when due under the plan2022-11-01No
Contributions received in cash from employer2022-11-01$194,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-11-01$323,091
Did the plan have assets held for investment2022-11-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-11-01No
Opinion of an independent qualified public accountant for this plan2022-11-011
Accountancy firm name2022-11-01PORTER & HUNT, LLP
Accountancy firm EIN2022-11-01260526155
Total unrealized appreciation/depreciation of assets2022-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total income from all sources (including contributions)2022-10-31$-43,106
Total loss/gain on sale of assets2022-10-31$0
Total of all expenses incurred2022-10-31$54,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$33,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$494,751
Value of total assets at end of year2022-10-31$2,926,369
Value of total assets at beginning of year2022-10-31$3,023,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$21,162
Total interest from all sources2022-10-31$8,790
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$50,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-10-31$50,665
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$50,000
If this is an individual account plan, was there a blackout period2022-10-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Contributions received from participants2022-10-31$335,293
Participant contributions at end of year2022-10-31$220,804
Participant contributions at beginning of year2022-10-31$144,376
Administrative expenses (other) incurred2022-10-31$8,145
Total non interest bearing cash at end of year2022-10-31$40,666
Total non interest bearing cash at beginning of year2022-10-31$41,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-97,589
Value of net assets at end of year (total assets less liabilities)2022-10-31$2,926,369
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$3,023,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Investment advisory and management fees2022-10-31$13,017
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-10-31$2,452,597
Value of interest in pooled separate accounts at end of year2022-10-31$0
Value of interest in pooled separate accounts at beginning of year2022-10-31$2,838,246
Interest on participant loans2022-10-31$8,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-10-31$212,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-10-31$747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-10-31$-565,047
Net investment gain/loss from pooled separate accounts2022-10-31$-32,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31Yes
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Contributions received in cash from employer2022-10-31$159,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$33,321
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-10-31Yes
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31PORTER & HUNT, LLP
Accountancy firm EIN2022-10-31260526155
2021 : SOUTHERN CALIFORNIA WEST COAST ELECTRIC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-10-31$1,108,646
Total of all expenses incurred2021-10-31$103,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$72,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$547,606
Value of total assets at end of year2021-10-31$3,023,958
Value of total assets at beginning of year2021-10-31$2,018,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$30,341
Total interest from all sources2021-10-31$5,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31No
Was this plan covered by a fidelity bond2021-10-31Yes
Value of fidelity bond cover2021-10-31$170,000
If this is an individual account plan, was there a blackout period2021-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-31$0
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Contributions received from participants2021-10-31$336,404
Participant contributions at end of year2021-10-31$144,376
Participant contributions at beginning of year2021-10-31$105,721
Income. Received or receivable in cash from other sources (including rollovers)2021-10-31$52,992
Administrative expenses (other) incurred2021-10-31$750
Total non interest bearing cash at end of year2021-10-31$41,336
Total non interest bearing cash at beginning of year2021-10-31$40,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Value of net income/loss2021-10-31$1,005,495
Value of net assets at end of year (total assets less liabilities)2021-10-31$3,023,958
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$2,018,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Investment advisory and management fees2021-10-31$12,394
Value of interest in pooled separate accounts at end of year2021-10-31$2,838,246
Value of interest in pooled separate accounts at beginning of year2021-10-31$1,872,076
Interest on participant loans2021-10-31$5,677
Net investment gain/loss from pooled separate accounts2021-10-31$555,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31No
Was there a failure to transmit to the plan any participant contributions2021-10-31Yes
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Contributions received in cash from employer2021-10-31$158,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$72,810
Contract administrator fees2021-10-31$17,197
Did the plan have assets held for investment2021-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31No
Opinion of an independent qualified public accountant for this plan2021-10-31Disclaimer
Accountancy firm name2021-10-31PORTER & HUNT, LLP
Accountancy firm EIN2021-10-31260526155
2020 : SOUTHERN CALIFORNIA WEST COAST ELECTRIC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-10-31$459,582
Total of all expenses incurred2020-10-31$129,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$107,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$388,619
Value of total assets at end of year2020-10-31$2,018,463
Value of total assets at beginning of year2020-10-31$1,688,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$22,094
Total interest from all sources2020-10-31$5,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31No
Was this plan covered by a fidelity bond2020-10-31Yes
Value of fidelity bond cover2020-10-31$170,000
If this is an individual account plan, was there a blackout period2020-10-31No
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Contributions received from participants2020-10-31$259,126
Participant contributions at end of year2020-10-31$105,721
Participant contributions at beginning of year2020-10-31$84,359
Administrative expenses (other) incurred2020-10-31$1,752
Total non interest bearing cash at end of year2020-10-31$40,666
Total non interest bearing cash at beginning of year2020-10-31$40,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Value of net income/loss2020-10-31$329,961
Value of net assets at end of year (total assets less liabilities)2020-10-31$2,018,463
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$1,688,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Investment advisory and management fees2020-10-31$7,874
Value of interest in pooled separate accounts at end of year2020-10-31$1,872,076
Value of interest in pooled separate accounts at beginning of year2020-10-31$1,563,477
Interest on participant loans2020-10-31$5,286
Net investment gain/loss from pooled separate accounts2020-10-31$65,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31No
Was there a failure to transmit to the plan any participant contributions2020-10-31Yes
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Contributions received in cash from employer2020-10-31$129,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$107,527
Contract administrator fees2020-10-31$12,468
Did the plan have assets held for investment2020-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-10-31Yes
Opinion of an independent qualified public accountant for this plan2020-10-31Disclaimer
Accountancy firm name2020-10-31FRITH-SMITH & ARCHIBALD, LLP
Accountancy firm EIN2020-10-31954714778

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116195
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1

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