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CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameCALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN
Plan identification number 001

CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 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.
  • 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.
  • 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

CALIFORNIA PACIFIC HOMES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA PACIFIC HOMES, INC.
Employer identification number (EIN):330895363
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RICHARD MCCOLLOCH2023-05-25
0012021-01-01RICHARD MCCOLLOCH2022-06-15
0012020-01-01RICHARD MCCOLLOCH2021-06-28
0012019-01-01
0012018-01-01LYLE MCCOLLOCH LYLE MCCOLLOCH2019-06-25
0012017-01-01LYLE MCCOLLOCH LYLE MCCOLLOCH2018-07-03
0012016-01-01LYLE MCCOLLOCH LYLE MCCOLLOCH2017-09-19
0012016-01-01 LYLE MCCOLLOCH2017-09-12
0012015-01-01LYLE MCCOLLOCH
0012014-01-01LYLE MCCOLLOCH LYLE MCCOLLOCH2015-09-17
0012013-01-01LYLE MCCOLLOCH LYLE MCCOLLOCH2014-09-12
0012012-01-01LYLE MCCOLLOCH2013-07-03 LYLE MCCOLLOCH2013-07-03
0012011-01-01VALI NOURISHAD
0012009-01-01VALI NOURISHAD
0012009-01-01VALI NOURISHAD

Plan Statistics for CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN

Measure Date Value
2019: CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01111
Total number of active participants reported on line 7a of the Form 55002019-01-0147
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0148
Total of all active and inactive participants2019-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0195
Number of participants with account balances2019-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01115
Total number of active participants reported on line 7a of the Form 55002018-01-0157
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01109
Number of participants with account balances2018-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01117
Total number of active participants reported on line 7a of the Form 55002017-01-0177
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01117
Number of participants with account balances2017-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01115
Total number of active participants reported on line 7a of the Form 55002016-01-0170
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01116
Number of participants with account balances2016-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01117
Total number of active participants reported on line 7a of the Form 55002015-01-0169
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01115
Number of participants with account balances2015-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01126
Total number of active participants reported on line 7a of the Form 55002014-01-0162
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0154
Total of all active and inactive participants2014-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01116
Number of participants with account balances2014-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01121
Total number of active participants reported on line 7a of the Form 55002013-01-0186
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01126
Number of participants with account balances2013-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2011: CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01106
Total number of active participants reported on line 7a of the Form 55002011-01-0183
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01120
Total participants2011-01-01120
Number of participants with account balances2011-01-0188
2009: CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01122
Total number of active participants reported on line 7a of the Form 55002009-01-0121
Number of other retired or separated participants entitled to future benefits2009-01-0169
Total of all active and inactive participants2009-01-0190
Total participants2009-01-0190
Number of participants with account balances2009-01-0189

Financial Data on CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN

Measure Date Value
2019 : CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,236,141
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$545,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$520,080
Expenses. Certain deemed distributions of participant loans2019-12-31$16,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$702,618
Value of total assets at end of year2019-12-31$14,687,218
Value of total assets at beginning of year2019-12-31$11,989,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,391
Total interest from all sources2019-12-31$4,548
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$274,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$274,514
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$545,159
Participant contributions at end of year2019-12-31$72,281
Participant contributions at beginning of year2019-12-31$93,508
Participant contributions at end of year2019-12-31$10,627
Participant contributions at beginning of year2019-12-31$16,683
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,846
Administrative expenses (other) incurred2019-12-31$8,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,690,828
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,680,372
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,989,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,980,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,367,415
Interest on participant loans2019-12-31$4,548
Value of interest in common/collective trusts at end of year2019-12-31$1,606,768
Value of interest in common/collective trusts at beginning of year2019-12-31$1,493,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,214,796
Net investment gain or loss from common/collective trusts2019-12-31$39,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$157,459
Employer contributions (assets) at end of year2019-12-31$17,321
Employer contributions (assets) at beginning of year2019-12-31$18,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$520,080
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DAVID L. BUCK, C.P.A.
Accountancy firm EIN2019-12-31752988353
2018 : CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$706,737
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,896,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,882,511
Expenses. Certain deemed distributions of participant loans2018-12-31$7,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,007,356
Value of total assets at end of year2018-12-31$11,989,544
Value of total assets at beginning of year2018-12-31$13,179,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,394
Total interest from all sources2018-12-31$6,757
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$520,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$520,415
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$784,530
Participant contributions at end of year2018-12-31$93,508
Participant contributions at beginning of year2018-12-31$154,302
Participant contributions at end of year2018-12-31$16,683
Participant contributions at beginning of year2018-12-31$15,775
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,149
Other income not declared elsewhere2018-12-31$6,624
Administrative expenses (other) incurred2018-12-31$7,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,190,245
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,989,544
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,179,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,367,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,566,361
Interest on participant loans2018-12-31$6,757
Value of interest in common/collective trusts at end of year2018-12-31$1,493,445
Value of interest in common/collective trusts at beginning of year2018-12-31$1,426,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-891,451
Net investment gain or loss from common/collective trusts2018-12-31$57,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$217,677
Employer contributions (assets) at end of year2018-12-31$18,493
Employer contributions (assets) at beginning of year2018-12-31$17,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,882,511
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DAVID L. BUCK, C.P.A.
Accountancy firm EIN2018-12-31752988353
2017 : CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,041,199
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$391,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$389,186
Expenses. Certain deemed distributions of participant loans2017-12-31$793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,183,571
Value of total assets at end of year2017-12-31$13,179,789
Value of total assets at beginning of year2017-12-31$10,529,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,150
Total interest from all sources2017-12-31$6,357
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$601,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$601,807
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$711,454
Participant contributions at end of year2017-12-31$154,302
Participant contributions at beginning of year2017-12-31$132,149
Participant contributions at end of year2017-12-31$15,775
Participant contributions at beginning of year2017-12-31$17,387
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$260,836
Administrative expenses (other) incurred2017-12-31$1,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,650,070
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,179,789
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,529,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,566,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,110,493
Interest on participant loans2017-12-31$6,357
Value of interest in common/collective trusts at end of year2017-12-31$1,426,298
Value of interest in common/collective trusts at beginning of year2017-12-31$1,254,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,166,398
Net investment gain or loss from common/collective trusts2017-12-31$83,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$211,281
Employer contributions (assets) at end of year2017-12-31$17,053
Employer contributions (assets) at beginning of year2017-12-31$15,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$389,186
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DAVID L. BUCK, C.P.A.
Accountancy firm EIN2017-12-31752988353
2016 : CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,397,390
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$739,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$736,753
Expenses. Certain deemed distributions of participant loans2016-12-31$1,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$830,307
Value of total assets at end of year2016-12-31$10,529,719
Value of total assets at beginning of year2016-12-31$9,871,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,200
Total interest from all sources2016-12-31$4,727
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$465,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$465,440
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$643,123
Participant contributions at end of year2016-12-31$132,149
Participant contributions at beginning of year2016-12-31$100,865
Participant contributions at end of year2016-12-31$17,387
Participant contributions at beginning of year2016-12-31$14,813
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,042
Administrative expenses (other) incurred2016-12-31$1,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$658,313
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,529,719
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,871,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,110,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,633,993
Interest on participant loans2016-12-31$4,727
Value of interest in common/collective trusts at end of year2016-12-31$1,254,199
Value of interest in common/collective trusts at beginning of year2016-12-31$1,108,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11,576
Net investment gain or loss from common/collective trusts2016-12-31$85,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$186,142
Employer contributions (assets) at end of year2016-12-31$15,491
Employer contributions (assets) at beginning of year2016-12-31$13,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$736,753
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DAVID L. BUCK, C.P.A.
Accountancy firm EIN2016-12-31752988353
2015 : CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$226
Total income from all sources (including contributions)2015-12-31$851,366
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,463,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,431,308
Expenses. Certain deemed distributions of participant loans2015-12-31$30,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$762,510
Value of total assets at end of year2015-12-31$9,871,406
Value of total assets at beginning of year2015-12-31$10,483,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,525
Total interest from all sources2015-12-31$3,910
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$553,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$553,907
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$593,955
Participant contributions at end of year2015-12-31$100,865
Participant contributions at beginning of year2015-12-31$62,361
Participant contributions at end of year2015-12-31$14,813
Participant contributions at beginning of year2015-12-31$13,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$226
Administrative expenses (other) incurred2015-12-31$1,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-611,842
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,871,406
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,483,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,633,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,045,445
Interest on participant loans2015-12-31$3,910
Value of interest in common/collective trusts at end of year2015-12-31$1,108,349
Value of interest in common/collective trusts at beginning of year2015-12-31$1,348,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-466,200
Net investment gain or loss from common/collective trusts2015-12-31$-2,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$168,555
Employer contributions (assets) at end of year2015-12-31$13,386
Employer contributions (assets) at beginning of year2015-12-31$14,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,431,308
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DAVID L. BUCK, C.P.A.
Accountancy firm EIN2015-12-31752988353
2014 : CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$25,970
Total income from all sources (including contributions)2014-12-31$1,426,524
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$163,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$143,955
Expenses. Certain deemed distributions of participant loans2014-12-31$17,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$734,328
Value of total assets at end of year2014-12-31$10,483,474
Value of total assets at beginning of year2014-12-31$9,246,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,616
Total interest from all sources2014-12-31$3,529
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$713,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$713,893
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$564,960
Participant contributions at end of year2014-12-31$62,361
Participant contributions at beginning of year2014-12-31$80,903
Participant contributions at end of year2014-12-31$13,220
Participant contributions at beginning of year2014-12-31$14,815
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$25,970
Administrative expenses (other) incurred2014-12-31$1,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,263,143
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,483,248
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,220,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,045,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,871,578
Interest on participant loans2014-12-31$3,529
Value of interest in common/collective trusts at end of year2014-12-31$1,348,131
Value of interest in common/collective trusts at beginning of year2014-12-31$1,261,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-62,405
Net investment gain or loss from common/collective trusts2014-12-31$37,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$162,197
Employer contributions (assets) at end of year2014-12-31$14,317
Employer contributions (assets) at beginning of year2014-12-31$17,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$143,955
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DAVID L. BUCK, C.P.A.
Accountancy firm EIN2014-12-31752988353
2013 : CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$25,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,699,159
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$320,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$298,864
Value of total corrective distributions2013-12-31$19,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,105,167
Value of total assets at end of year2013-12-31$9,246,075
Value of total assets at beginning of year2013-12-31$6,841,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,825
Total interest from all sources2013-12-31$3,479
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$411,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$411,761
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$530,744
Participant contributions at end of year2013-12-31$80,903
Participant contributions at beginning of year2013-12-31$88,890
Participant contributions at end of year2013-12-31$14,815
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$387,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$25,970
Administrative expenses (other) incurred2013-12-31$1,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,378,942
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,220,105
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,841,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,871,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,571,808
Interest on participant loans2013-12-31$3,479
Value of interest in common/collective trusts at end of year2013-12-31$1,261,557
Value of interest in common/collective trusts at beginning of year2013-12-31$1,180,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,078,860
Net investment gain or loss from common/collective trusts2013-12-31$99,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$187,347
Employer contributions (assets) at end of year2013-12-31$17,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$298,864
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DAVID L. BUCK, C.P.A.
Accountancy firm EIN2013-12-31752988353
2011 : CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$378,431
Expenses. Total of all expenses incurred2011-12-31$711,203
Benefits paid (including direct rollovers)2011-12-31$709,641
Total plan assets at end of year2011-12-31$6,381,353
Total plan assets at beginning of year2011-12-31$6,714,125
Value of fidelity bond covering the plan2011-12-31$4,000,000
Total contributions received or receivable from participants2011-12-31$337,449
Contributions received from other sources (not participants or employers)2011-12-31$18,736
Other income received2011-12-31$-104,419
Net income (gross income less expenses)2011-12-31$-332,772
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,381,353
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$6,714,125
Assets. Value of participant loans2011-12-31$49,190
Total contributions received or receivable from employer(s)2011-12-31$126,665
Value of corrective distributions2011-12-31$225
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,337
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,049,436
Expenses. Total of all expenses incurred2010-12-31$1,708,105
Benefits paid (including direct rollovers)2010-12-31$1,700,714
Total plan assets at end of year2010-12-31$6,714,125
Total plan assets at beginning of year2010-12-31$7,372,794
Value of fidelity bond covering the plan2010-12-31$4,000,000
Total contributions received or receivable from participants2010-12-31$220,213
Contributions received from other sources (not participants or employers)2010-12-31$348
Other income received2010-12-31$761,375
Net income (gross income less expenses)2010-12-31$-658,669
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,714,125
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$7,372,794
Assets. Value of participant loans2010-12-31$17,848
Total contributions received or receivable from employer(s)2010-12-31$67,500
Value of corrective distributions2010-12-31$5,705
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,686
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN

2019: CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2011: CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CALIFORNIA PACIFIC HOMES EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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