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SAN DIEGO HAT CO. EMPLOYEES SAVINGS TRUST 401k Plan overview

Plan NameSAN DIEGO HAT CO. EMPLOYEES SAVINGS TRUST
Plan identification number 001

SAN DIEGO HAT CO. EMPLOYEES SAVINGS TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SAN DIEGO HAT CO. has sponsored the creation of one or more 401k plans.

Company Name:SAN DIEGO HAT CO.
Employer identification number (EIN):330836572
NAIC Classification:452300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO HAT CO. EMPLOYEES SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LINDA LEAL2024-08-09 LINDA LEAL2024-08-09
0012022-01-01COURTNEY BUSH2023-07-07 LINDA LEAL2023-07-07
0012021-01-01LINDA LEAL2022-06-13 COURTNEY BUSH2022-06-13
0012020-01-01COURTNEY BUSH2021-06-04 LINDA LEAL2021-06-04
0012018-01-01COURTNEY BSUH2019-06-24 COURTNEY BUSH2019-06-24
0012017-01-01COURTNEY BUSH2018-10-08
0012016-01-01COURTNEY BUSH2017-04-28
0012013-01-01COURTNEY BUSH2014-08-20
0012012-01-01COURTNEY BUSH2013-07-29
0012011-01-01COURTNEY BUSH2012-06-29
0012010-01-01COURTNEY BUSH2011-07-19

Plan Statistics for SAN DIEGO HAT CO. EMPLOYEES SAVINGS TRUST

401k plan membership statisitcs for SAN DIEGO HAT CO. EMPLOYEES SAVINGS TRUST

Measure Date Value
2025: SAN DIEGO HAT CO. EMPLOYEES SAVINGS TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-1668
Total number of particpants at end of year2025-07-1658
Number of Participants With Account Balances2025-07-1657
2024: SAN DIEGO HAT CO. EMPLOYEES SAVINGS TRUST 2024 401k membership
Total number of particpants at beginning of year2024-08-0973
Total number of particpants at end of year2024-08-0968
Number of Participants With Account Balances2024-08-0965

Financial Data on SAN DIEGO HAT CO. EMPLOYEES SAVINGS TRUST

Measure Date Value
2025 : SAN DIEGO HAT CO. EMPLOYEES SAVINGS TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-16181838
Net assets as of the end of the plan year2025-07-161153504
Total assets as of the beginning of the plan year2025-07-16933871
Value of plan covered by a fidelity bond2025-07-16100000
Participant contributions to plan in this plan year2025-07-16246401
Value of participant loans at end of plan year2025-07-160
Other income to plan in this plan year2025-07-16107619
Plan net income in this plan year2025-07-16219633
Net assets as of the end of the plan year2025-07-161153504
Net assets as of the beginning of the plan year2025-07-16933871
Employer contributions to plan in this plan year2025-07-1647451
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-163746
2024 : SAN DIEGO HAT CO. EMPLOYEES SAVINGS TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-09131941
Net assets as of the end of the plan year2024-08-09933871
Total assets as of the beginning of the plan year2024-08-09702161
Value of plan covered by a fidelity bond2024-08-09100000
Participant contributions to plan in this plan year2024-08-09204247
Value of participant loans at end of plan year2024-08-092152
Other contributions to plan in this plan year2024-08-094044
Other income to plan in this plan year2024-08-09115685
Plan net income in this plan year2024-08-09231710
Net assets as of the end of the plan year2024-08-09933871
Net assets as of the beginning of the plan year2024-08-09702161
Employer contributions to plan in this plan year2024-08-0939675
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-093638

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