401k Plan data: CAL COAST PLUMBING DEFINED BENEFIT PLAN AND TRUST plan

CAL COAST PLUMBING DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	CAL COAST PLUMBING DEFINED BENEFIT PLAN AND TRUST
Plan identification number	001

CAL COAST PLUMBING DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan covering Self-Employed individuals.
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

CAL COAST PLUMBING has sponsored the creation of one or more 401k plans.

Company Name: CAL COAST PLUMBING

Employer identification number (EIN): 330214058

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Additional information about CAL COAST PLUMBING

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0713138

More information about CAL COAST PLUMBING

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAL COAST PLUMBING DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-12-31 KEITH SOUTER 2020-03-20
001 2017-12-31 KEITH SOUTER 2019-06-26
001 2016-12-31 KEITH SOUTER 2018-04-03
001 2015-12-31 KEITH SOUTER 2017-05-23
001 2014-12-31 KEITH SOUTER 2016-06-10
001 2013-12-31 KEITH SOUTER 2015-07-07
001 2012-12-31 KEITH SOUTER 2014-05-22
001 2011-12-31 KEITH SOUTER 2013-09-30
001 2010-12-31 KEITH SOUTER 2013-09-23
001 2008-12-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-12-31	KEITH SOUTER	2020-03-20
001	2017-12-31	KEITH SOUTER	2019-06-26
001	2016-12-31	KEITH SOUTER	2018-04-03
001	2015-12-31	KEITH SOUTER	2017-05-23
001	2014-12-31	KEITH SOUTER	2016-06-10
001	2013-12-31	KEITH SOUTER	2015-07-07
001	2012-12-31	KEITH SOUTER	2014-05-22
001	2011-12-31	KEITH SOUTER	2013-09-30
001	2010-12-31	KEITH SOUTER	2013-09-23
001	2008-12-31

Plan Statistics for CAL COAST PLUMBING DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for CAL COAST PLUMBING DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2019: CAL COAST PLUMBING DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-12-30 1,332,552
Acturial value of plan assets 2019-12-30 1,332,552
Funding target for retired participants and beneficiaries receiving payment 2019-12-30 0
Number of terminated vested participants 2019-12-30 0
Fundng target for terminated vested participants 2019-12-30 0
Active participant vested funding target 2019-12-30 1,179,541
Number of active participants 2019-12-30 4
Total funding liabilities for active participants 2019-12-30 1,200,621
Total participant count 2019-12-30 4
Total funding target for all participants 2019-12-30 1,200,621
Balance at beginning of prior year after applicable adjustments 2019-12-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-30 175,162
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-30 0
Prefunding balanced used to offset prior years funding requirement 2019-12-30 0
Amount remaining of carryover balance 2019-12-30 0
Amount remaining of prefunding balance 2019-12-30 175,162
Present value of excess contributions 2019-12-30 87,585
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-30 92,455
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-30 92,455
Reductions in caryover balances due to elections or deemed elections 2019-12-30 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-30 0
Balance of carryovers at beginning of current year 2019-12-30 0
Balance of prefunding at beginning of current year 2019-12-30 274,623
Total employer contributions 2019-12-30 50,000
Total employee contributions 2019-12-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-30 49,416
Unpaid minimum required contributions for all prior years 2019-12-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-30 0
Remaining amount of unpaid minimum required contributions 2019-12-30 0
Minimum required contributions for current year target normal cost 2019-12-30 1
Net shortfall amortization installment of oustanding balance 2019-12-30 29,986
Waiver amortization installment 2019-12-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-30 7,316
Carryover balance elected to use to offset funding requirement 2019-12-30 0
Prefunding balance elected to use to offset funding requirement 2019-12-30 0
Additional cash requirement 2019-12-30 7,316
Contributions allocatedtoward minimum required contributions for current year 2019-12-30 49,416
Unpaid minimum required contributions for current year 2019-12-30 0
Unpaid minimum required contributions for all years 2019-12-30 0
2018: CAL COAST PLUMBING DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-12-30 1,185,065
Acturial value of plan assets 2018-12-30 1,185,065
Funding target for retired participants and beneficiaries receiving payment 2018-12-30 0
Number of terminated vested participants 2018-12-30 0
Fundng target for terminated vested participants 2018-12-30 0
Active participant vested funding target 2018-12-30 1,110,009
Number of active participants 2018-12-30 4
Total funding liabilities for active participants 2018-12-30 1,131,635
Total participant count 2018-12-30 4
Total funding target for all participants 2018-12-30 1,131,635
Balance at beginning of prior year after applicable adjustments 2018-12-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-30 176,554
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-30 0
Prefunding balanced used to offset prior years funding requirement 2018-12-30 8,758
Amount remaining of carryover balance 2018-12-30 0
Amount remaining of prefunding balance 2018-12-30 167,796
Present value of excess contributions 2018-12-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-30 0
Reductions in caryover balances due to elections or deemed elections 2018-12-30 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-30 0
Balance of carryovers at beginning of current year 2018-12-30 0
Balance of prefunding at beginning of current year 2018-12-30 175,162
Total employer contributions 2018-12-30 100,000
Total employee contributions 2018-12-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-30 94,902
Unpaid minimum required contributions for all prior years 2018-12-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-30 0
Remaining amount of unpaid minimum required contributions 2018-12-30 0
Minimum required contributions for current year target normal cost 2018-12-30 2
Net shortfall amortization installment of oustanding balance 2018-12-30 35,836
Waiver amortization installment 2018-12-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-30 7,317
Carryover balance elected to use to offset funding requirement 2018-12-30 0
Prefunding balance elected to use to offset funding requirement 2018-12-30 0
Additional cash requirement 2018-12-30 7,317
Contributions allocatedtoward minimum required contributions for current year 2018-12-30 94,902
Unpaid minimum required contributions for current year 2018-12-30 0
Unpaid minimum required contributions for all years 2018-12-30 0
2017: CAL COAST PLUMBING DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-30 1,079,929
Acturial value of plan assets 2017-12-30 1,079,929
Funding target for retired participants and beneficiaries receiving payment 2017-12-30 0
Number of terminated vested participants 2017-12-30 1
Fundng target for terminated vested participants 2017-12-30 20,911
Active participant vested funding target 2017-12-30 903,657
Number of active participants 2017-12-30 4
Total funding liabilities for active participants 2017-12-30 923,488
Total participant count 2017-12-30 5
Total funding target for all participants 2017-12-30 944,399
Balance at beginning of prior year after applicable adjustments 2017-12-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-30 3,803
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-30 0
Prefunding balanced used to offset prior years funding requirement 2017-12-30 0
Amount remaining of carryover balance 2017-12-30 0
Amount remaining of prefunding balance 2017-12-30 3,803
Present value of excess contributions 2017-12-30 162,484
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-30 172,688
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-30 172,688
Reductions in caryover balances due to elections or deemed elections 2017-12-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-30 0
Balance of carryovers at beginning of current year 2017-12-30 0
Balance of prefunding at beginning of current year 2017-12-30 176,554
Total employer contributions 2017-12-30 100,000
Total employee contributions 2017-12-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-30 95,076
Unpaid minimum required contributions for all prior years 2017-12-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-30 0
Remaining amount of unpaid minimum required contributions 2017-12-30 0
Minimum required contributions for current year target normal cost 2017-12-30 96,519
Net shortfall amortization installment of oustanding balance 2017-12-30 41,024
Waiver amortization installment 2017-12-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-30 103,834
Carryover balance elected to use to offset funding requirement 2017-12-30 0
Prefunding balance elected to use to offset funding requirement 2017-12-30 8,758
Additional cash requirement 2017-12-30 95,076
Contributions allocatedtoward minimum required contributions for current year 2017-12-30 95,076
Unpaid minimum required contributions for current year 2017-12-30 0
Unpaid minimum required contributions for all years 2017-12-30 0

Measure	Date	Value
2019: CAL COAST PLUMBING DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-12-30	1,332,552
Acturial value of plan assets	2019-12-30	1,332,552
Funding target for retired participants and beneficiaries receiving payment	2019-12-30	0
Number of terminated vested participants	2019-12-30	0
Fundng target for terminated vested participants	2019-12-30	0
Active participant vested funding target	2019-12-30	1,179,541
Number of active participants	2019-12-30	4
Total funding liabilities for active participants	2019-12-30	1,200,621
Total participant count	2019-12-30	4
Total funding target for all participants	2019-12-30	1,200,621
Balance at beginning of prior year after applicable adjustments	2019-12-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-30	175,162
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-30	0
Prefunding balanced used to offset prior years funding requirement	2019-12-30	0
Amount remaining of carryover balance	2019-12-30	0
Amount remaining of prefunding balance	2019-12-30	175,162
Present value of excess contributions	2019-12-30	87,585
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-30	92,455
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-30	92,455
Reductions in caryover balances due to elections or deemed elections	2019-12-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-30	0
Balance of carryovers at beginning of current year	2019-12-30	0
Balance of prefunding at beginning of current year	2019-12-30	274,623
Total employer contributions	2019-12-30	50,000
Total employee contributions	2019-12-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-30	49,416
Unpaid minimum required contributions for all prior years	2019-12-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-30	0
Remaining amount of unpaid minimum required contributions	2019-12-30	0
Minimum required contributions for current year target normal cost	2019-12-30	1
Net shortfall amortization installment of oustanding balance	2019-12-30	29,986
Waiver amortization installment	2019-12-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-30	7,316
Carryover balance elected to use to offset funding requirement	2019-12-30	0
Prefunding balance elected to use to offset funding requirement	2019-12-30	0
Additional cash requirement	2019-12-30	7,316
Contributions allocatedtoward minimum required contributions for current year	2019-12-30	49,416
Unpaid minimum required contributions for current year	2019-12-30	0
Unpaid minimum required contributions for all years	2019-12-30	0
2018: CAL COAST PLUMBING DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-30	1,185,065
Acturial value of plan assets	2018-12-30	1,185,065
Funding target for retired participants and beneficiaries receiving payment	2018-12-30	0
Number of terminated vested participants	2018-12-30	0
Fundng target for terminated vested participants	2018-12-30	0
Active participant vested funding target	2018-12-30	1,110,009
Number of active participants	2018-12-30	4
Total funding liabilities for active participants	2018-12-30	1,131,635
Total participant count	2018-12-30	4
Total funding target for all participants	2018-12-30	1,131,635
Balance at beginning of prior year after applicable adjustments	2018-12-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-30	176,554
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-30	0
Prefunding balanced used to offset prior years funding requirement	2018-12-30	8,758
Amount remaining of carryover balance	2018-12-30	0
Amount remaining of prefunding balance	2018-12-30	167,796
Present value of excess contributions	2018-12-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-30	0
Reductions in caryover balances due to elections or deemed elections	2018-12-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-30	0
Balance of carryovers at beginning of current year	2018-12-30	0
Balance of prefunding at beginning of current year	2018-12-30	175,162
Total employer contributions	2018-12-30	100,000
Total employee contributions	2018-12-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-30	94,902
Unpaid minimum required contributions for all prior years	2018-12-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-30	0
Remaining amount of unpaid minimum required contributions	2018-12-30	0
Minimum required contributions for current year target normal cost	2018-12-30	2
Net shortfall amortization installment of oustanding balance	2018-12-30	35,836
Waiver amortization installment	2018-12-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-30	7,317
Carryover balance elected to use to offset funding requirement	2018-12-30	0
Prefunding balance elected to use to offset funding requirement	2018-12-30	0
Additional cash requirement	2018-12-30	7,317
Contributions allocatedtoward minimum required contributions for current year	2018-12-30	94,902
Unpaid minimum required contributions for current year	2018-12-30	0
Unpaid minimum required contributions for all years	2018-12-30	0
2017: CAL COAST PLUMBING DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-30	1,079,929
Acturial value of plan assets	2017-12-30	1,079,929
Funding target for retired participants and beneficiaries receiving payment	2017-12-30	0
Number of terminated vested participants	2017-12-30	1
Fundng target for terminated vested participants	2017-12-30	20,911
Active participant vested funding target	2017-12-30	903,657
Number of active participants	2017-12-30	4
Total funding liabilities for active participants	2017-12-30	923,488
Total participant count	2017-12-30	5
Total funding target for all participants	2017-12-30	944,399
Balance at beginning of prior year after applicable adjustments	2017-12-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-30	3,803
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-30	0
Prefunding balanced used to offset prior years funding requirement	2017-12-30	0
Amount remaining of carryover balance	2017-12-30	0
Amount remaining of prefunding balance	2017-12-30	3,803
Present value of excess contributions	2017-12-30	162,484
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-30	172,688
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-30	172,688
Reductions in caryover balances due to elections or deemed elections	2017-12-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-30	0
Balance of carryovers at beginning of current year	2017-12-30	0
Balance of prefunding at beginning of current year	2017-12-30	176,554
Total employer contributions	2017-12-30	100,000
Total employee contributions	2017-12-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-30	95,076
Unpaid minimum required contributions for all prior years	2017-12-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-30	0
Remaining amount of unpaid minimum required contributions	2017-12-30	0
Minimum required contributions for current year target normal cost	2017-12-30	96,519
Net shortfall amortization installment of oustanding balance	2017-12-30	41,024
Waiver amortization installment	2017-12-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-30	103,834
Carryover balance elected to use to offset funding requirement	2017-12-30	0
Prefunding balance elected to use to offset funding requirement	2017-12-30	8,758
Additional cash requirement	2017-12-30	95,076
Contributions allocatedtoward minimum required contributions for current year	2017-12-30	95,076
Unpaid minimum required contributions for current year	2017-12-30	0
Unpaid minimum required contributions for all years	2017-12-30	0

Form 5500 Responses for CAL COAST PLUMBING DEFINED BENEFIT PLAN AND TRUST

2008: CAL COAST PLUMBING DEFINED BENEFIT PLAN AND TRUST 2008 form 5500 responses
2008-12-31	Type of plan entity	Single employer plan
2008-12-31	Submission has been amended	No
2008-12-31	This submission is the final filing	No
2008-12-31	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-31	Plan is a collectively bargained plan	No

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See full terms and conditions

Company Name:	CAL COAST PLUMBING
Employer identification number (EIN):	330214058
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0713138