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SAN DIEGO ELECTRICAL ANNUITY PLAN 401k Plan overview

Plan NameSAN DIEGO ELECTRICAL ANNUITY PLAN
Plan identification number 001

SAN DIEGO ELECTRICAL ANNUITY 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES, SAN DIEGO ELECTRICAL ANNUITY PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, SAN DIEGO ELECTRICAL ANNUITY PLAN
Employer identification number (EIN):336162626
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO ELECTRICAL ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANDREW BERG
0012016-01-01MILLER KAPLAN ARASE LLP
0012015-01-01MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP2016-10-17
0012014-01-01SANDY S GARCIA SANDY S GARCIA2015-10-08
0012013-01-01SANDY S GARCIA SANDY S GARCIA2014-10-10
0012012-01-01SANDY S. GARCIA SANDY S. GARCIA2013-10-14
0012011-01-01SANDY S. GARCIA SANDY S. GARCIA2012-10-15
0012010-01-01JONETTE TUCKER
0012009-01-01JONETTE TUCKER

Plan Statistics for SAN DIEGO ELECTRICAL ANNUITY PLAN

401k plan membership statisitcs for SAN DIEGO ELECTRICAL ANNUITY PLAN

Measure Date Value
2021: SAN DIEGO ELECTRICAL ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,912
Total number of active participants reported on line 7a of the Form 55002021-01-011,434
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-011,456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-011,461
Number of participants with account balances2021-01-011,461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-01349
2020: SAN DIEGO ELECTRICAL ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,862
Total number of active participants reported on line 7a of the Form 55002020-01-011,490
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01414
Total of all active and inactive participants2020-01-011,906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-011,912
Number of participants with account balances2020-01-011,912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-01349
2019: SAN DIEGO ELECTRICAL ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,784
Total number of active participants reported on line 7a of the Form 55002019-01-011,562
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01296
Total of all active and inactive participants2019-01-011,858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-011,862
Number of participants with account balances2019-01-011,862
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-01349
2018: SAN DIEGO ELECTRICAL ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,111
Total number of active participants reported on line 7a of the Form 55002018-01-011,388
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01388
Total of all active and inactive participants2018-01-011,781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,784
Number of participants with account balances2018-01-011,764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-01349
2017: SAN DIEGO ELECTRICAL ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,706
Total number of active participants reported on line 7a of the Form 55002017-01-012,097
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-012,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-012,111
Number of participants with account balances2017-01-01677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-01349
2016: SAN DIEGO ELECTRICAL ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,519
Total number of active participants reported on line 7a of the Form 55002016-01-011,664
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-011,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,706
Number of participants with account balances2016-01-011,671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-01349
2015: SAN DIEGO ELECTRICAL ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,379
Total number of active participants reported on line 7a of the Form 55002015-01-011,467
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-011,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,510
Number of participants with account balances2015-01-011,503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-01317
2014: SAN DIEGO ELECTRICAL ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,259
Total number of active participants reported on line 7a of the Form 55002014-01-011,355
Number of retired or separated participants receiving benefits2014-01-0115
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-011,379
Total participants2014-01-011,379
Number of participants with account balances2014-01-011,368
Number of employers contributing to the scheme2014-01-010
2013: SAN DIEGO ELECTRICAL ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,379
Total number of active participants reported on line 7a of the Form 55002013-01-011,237
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-011,258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,259
Number of participants with account balances2013-01-011,230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-010
2012: SAN DIEGO ELECTRICAL ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,289
Total number of active participants reported on line 7a of the Form 55002012-01-011,368
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-011,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,379
Number of participants with account balances2012-01-0115,151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-010
2011: SAN DIEGO ELECTRICAL ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,195
Total number of active participants reported on line 7a of the Form 55002011-01-011,277
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-011,289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,289
Number of participants with account balances2011-01-011,095
Number of employers contributing to the scheme2011-01-010
2010: SAN DIEGO ELECTRICAL ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,124
Total number of active participants reported on line 7a of the Form 55002010-01-011,182
Number of retired or separated participants receiving benefits2010-01-0112
Total of all active and inactive participants2010-01-011,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,195
Number of participants with account balances2010-01-011,042
Number of employers contributing to the scheme2010-01-010
2009: SAN DIEGO ELECTRICAL ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,079
Total number of active participants reported on line 7a of the Form 55002009-01-011,111
Number of retired or separated participants receiving benefits2009-01-0112
Total of all active and inactive participants2009-01-011,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,124
Number of participants with account balances2009-01-011,013
Number of employers contributing to the scheme2009-01-010

Financial Data on SAN DIEGO ELECTRICAL ANNUITY PLAN

Measure Date Value
2021 : SAN DIEGO ELECTRICAL ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$31,000,315
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,638,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,916,724
Expenses. Certain deemed distributions of participant loans2021-12-31$197,294
Value of total corrective distributions2021-12-31$86,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$15,436,803
Value of total assets at end of year2021-12-31$132,628,434
Value of total assets at beginning of year2021-12-31$108,266,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$438,001
Total interest from all sources2021-12-31$202,268
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,495,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,495,269
Administrative expenses professional fees incurred2021-12-31$400
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$11,455,306
Participant contributions at end of year2021-12-31$3,689,850
Participant contributions at beginning of year2021-12-31$3,567,744
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$502,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$24,361,449
Value of net assets at end of year (total assets less liabilities)2021-12-31$132,628,434
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$108,266,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$423,186
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$117,185,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$94,303,464
Interest on participant loans2021-12-31$202,268
Value of interest in common/collective trusts at end of year2021-12-31$7,607,714
Value of interest in common/collective trusts at beginning of year2021-12-31$6,385,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,145,494
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,010,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,010,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,634,348
Net investment gain or loss from common/collective trusts2021-12-31$231,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,479,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,916,724
Contract administrator fees2021-12-31$14,415
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : SAN DIEGO ELECTRICAL ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$29,581,928
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,241,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,344,014
Expenses. Certain deemed distributions of participant loans2020-12-31$310,831
Value of total corrective distributions2020-12-31$192,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,677,349
Value of total assets at end of year2020-12-31$108,266,985
Value of total assets at beginning of year2020-12-31$84,926,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$394,258
Total interest from all sources2020-12-31$194,337
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,297,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,297,629
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$10,479,412
Participant contributions at end of year2020-12-31$3,567,744
Participant contributions at beginning of year2020-12-31$3,449,108
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$670,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$23,340,384
Value of net assets at end of year (total assets less liabilities)2020-12-31$108,266,985
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$84,926,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$393,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$94,303,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$72,711,844
Interest on participant loans2020-12-31$194,337
Value of interest in common/collective trusts at end of year2020-12-31$6,385,172
Value of interest in common/collective trusts at beginning of year2020-12-31$4,767,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,010,605
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,998,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,998,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,308,246
Net investment gain or loss from common/collective trusts2020-12-31$104,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,527,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,344,014
Contract administrator fees2020-12-31$400
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : SAN DIEGO ELECTRICAL ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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$25,343,370
Total income from all sources (including contributions)2019-12-31$25,343,370
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,012,697
Total of all expenses incurred2019-12-31$4,012,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,450,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,450,522
Expenses. Certain deemed distributions of participant loans2019-12-31$166,079
Expenses. Certain deemed distributions of participant loans2019-12-31$166,079
Value of total corrective distributions2019-12-31$56,620
Value of total corrective distributions2019-12-31$56,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,146,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,146,954
Value of total assets at end of year2019-12-31$84,926,601
Value of total assets at end of year2019-12-31$84,926,601
Value of total assets at beginning of year2019-12-31$63,595,928
Value of total assets at beginning of year2019-12-31$63,595,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$339,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$339,476
Total interest from all sources2019-12-31$216,146
Total interest from all sources2019-12-31$216,146
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,190,638
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,190,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,190,638
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,190,638
Administrative expenses professional fees incurred2019-12-31$400
Administrative expenses professional fees incurred2019-12-31$400
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$8,984,211
Contributions received from participants2019-12-31$8,984,211
Participant contributions at end of year2019-12-31$3,449,108
Participant contributions at end of year2019-12-31$3,449,108
Participant contributions at beginning of year2019-12-31$3,173,561
Participant contributions at beginning of year2019-12-31$3,173,561
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$103,619
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$103,619
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
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$21,330,673
Value of net income/loss2019-12-31$21,330,673
Value of net assets at end of year (total assets less liabilities)2019-12-31$84,926,601
Value of net assets at end of year (total assets less liabilities)2019-12-31$84,926,601
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$63,595,928
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$63,595,928
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 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
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$72,711,844
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$72,711,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,740,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,740,402
Interest on participant loans2019-12-31$140,209
Interest on participant loans2019-12-31$140,209
Value of interest in common/collective trusts at end of year2019-12-31$4,767,204
Value of interest in common/collective trusts at end of year2019-12-31$4,767,204
Value of interest in common/collective trusts at beginning of year2019-12-31$4,346,493
Value of interest in common/collective trusts at beginning of year2019-12-31$4,346,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,998,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,998,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,335,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,335,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,335,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,335,472
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$75,937
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$75,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,680,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,680,481
Net investment gain or loss from common/collective trusts2019-12-31$109,151
Net investment gain or loss from common/collective trusts2019-12-31$109,151
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,059,124
Contributions received in cash from employer2019-12-31$3,059,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,450,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,450,522
Contract administrator fees2019-12-31$339,076
Contract administrator fees2019-12-31$339,076
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
Accountancy firm EIN2019-12-31952036255
2018 : SAN DIEGO ELECTRICAL ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$5,900,429
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,603,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,745,603
Expenses. Certain deemed distributions of participant loans2018-12-31$443,405
Value of total corrective distributions2018-12-31$105,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,867,452
Value of total assets at end of year2018-12-31$63,595,928
Value of total assets at beginning of year2018-12-31$62,299,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$309,450
Total interest from all sources2018-12-31$178,822
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$880,845
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$880,845
Administrative expenses professional fees incurred2018-12-31$800
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$7,282,777
Participant contributions at end of year2018-12-31$3,173,561
Participant contributions at beginning of year2018-12-31$3,044,200
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$211,361
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$1,296,806
Value of net assets at end of year (total assets less liabilities)2018-12-31$63,595,928
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$62,299,122
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$52,740,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$53,110,002
Interest on participant loans2018-12-31$121,936
Value of interest in common/collective trusts at end of year2018-12-31$4,346,493
Value of interest in common/collective trusts at beginning of year2018-12-31$3,144,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,335,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,000,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,000,239
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$56,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,099,591
Net investment gain or loss from common/collective trusts2018-12-31$72,901
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,373,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,745,603
Contract administrator fees2018-12-31$308,650
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 name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : SAN DIEGO ELECTRICAL ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$6,050
Total income from all sources (including contributions)2017-12-31$16,207,652
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,354,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,990,565
Value of total corrective distributions2017-12-31$839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,471,099
Value of total assets at end of year2017-12-31$62,299,122
Value of total assets at beginning of year2017-12-31$51,452,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$363,102
Total interest from all sources2017-12-31$120,195
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$930,137
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$930,137
Administrative expenses professional fees incurred2017-12-31$73,464
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 period2017-12-31Yes
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$5,640,153
Participant contributions at end of year2017-12-31$3,044,200
Participant contributions at beginning of year2017-12-31$2,718,799
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$843,713
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$572,105
Other income not declared elsewhere2017-12-31$-24,240
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$6,050
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$10,853,146
Value of net assets at end of year (total assets less liabilities)2017-12-31$62,299,122
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$51,445,976
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
Investment advisory and management fees2017-12-31$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$53,110,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$41,547,699
Interest on participant loans2017-12-31$95,779
Value of interest in common/collective trusts at end of year2017-12-31$3,144,681
Value of interest in common/collective trusts at beginning of year2017-12-31$2,815,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,000,239
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,073,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,073,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$24,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,681,319
Net investment gain or loss from common/collective trusts2017-12-31$29,142
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,258,841
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$453,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,990,565
Contract administrator fees2017-12-31$271,638
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : SAN DIEGO ELECTRICAL ANNUITY PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,050
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$11,027,579
Total of all expenses incurred2016-12-31$3,158,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,783,510
Expenses. Certain deemed distributions of participant loans2016-12-31$127,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,858,216
Value of total assets at end of year2016-12-31$51,452,026
Value of total assets at beginning of year2016-12-31$43,576,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$247,249
Total interest from all sources2016-12-31$86,917
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,813,623
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$1,813,623
Administrative expenses professional fees incurred2016-12-31$17,066
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$7,858,216
Amount contributed by the employer to the plan for this plan year2016-12-31$7,858,216
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,997,289
Participant contributions at end of year2016-12-31$2,718,799
Participant contributions at beginning of year2016-12-31$2,460,117
Participant contributions at end of year2016-12-31$843,713
Participant contributions at beginning of year2016-12-31$803,371
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$118,405
Other income not declared elsewhere2016-12-31$5,905
Administrative expenses (other) incurred2016-12-31$17,229
Liabilities. Value of operating payables at end of year2016-12-31$6,050
Liabilities. Value of operating payables at beginning of year2016-12-31$0
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$7,869,025
Value of net assets at end of year (total assets less liabilities)2016-12-31$51,445,976
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$43,576,951
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
Investment advisory and management fees2016-12-31$103,079
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$41,547,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$35,205,429
Interest on participant loans2016-12-31$74,303
Value of interest in common/collective trusts at end of year2016-12-31$2,815,211
Value of interest in common/collective trusts at beginning of year2016-12-31$2,445,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,073,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,490,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,490,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$12,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,222,548
Net investment gain or loss from common/collective trusts2016-12-31$40,370
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,742,522
Employer contributions (assets) at end of year2016-12-31$453,026
Employer contributions (assets) at beginning of year2016-12-31$172,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,783,510
Contract administrator fees2016-12-31$109,875
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 name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : SAN DIEGO ELECTRICAL ANNUITY PLAN 2015 401k financial data
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$12,639
Total income from all sources (including contributions)2015-12-31$6,641,929
Total of all expenses incurred2015-12-31$2,544,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,315,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,407,689
Value of total assets at end of year2015-12-31$43,576,951
Value of total assets at beginning of year2015-12-31$39,492,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$229,802
Total interest from all sources2015-12-31$72,926
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,917,009
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$2,917,009
Administrative expenses professional fees incurred2015-12-31$17,703
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$6,281,674
Amount contributed by the employer to the plan for this plan year2015-12-31$6,281,674
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,290,718
Participant contributions at end of year2015-12-31$2,460,117
Participant contributions at beginning of year2015-12-31$2,070,121
Participant contributions at end of year2015-12-31$803,371
Participant contributions at beginning of year2015-12-31$640,135
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$126,015
Administrative expenses (other) incurred2015-12-31$24,792
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$12,639
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$4,097,047
Value of net assets at end of year (total assets less liabilities)2015-12-31$43,576,951
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$39,479,904
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
Investment advisory and management fees2015-12-31$78,532
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$35,205,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$32,882,475
Interest on participant loans2015-12-31$71,692
Value of interest in common/collective trusts at end of year2015-12-31$2,445,639
Value of interest in common/collective trusts at beginning of year2015-12-31$1,524,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,490,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,183,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,183,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,840,440
Net investment gain or loss from common/collective trusts2015-12-31$84,745
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$990,956
Employer contributions (assets) at end of year2015-12-31$172,362
Employer contributions (assets) at beginning of year2015-12-31$190,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,315,080
Contract administrator fees2015-12-31$108,775
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 name2015-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-12-31952036255
2014 : SAN DIEGO ELECTRICAL ANNUITY PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,639
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,575
Total income from all sources (including contributions)2014-12-31$7,463,394
Total of all expenses incurred2014-12-31$2,864,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,630,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,406,918
Value of total assets at end of year2014-12-31$39,492,543
Value of total assets at beginning of year2014-12-31$34,898,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$233,552
Total interest from all sources2014-12-31$49,644
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,254,359
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$2,254,359
Administrative expenses professional fees incurred2014-12-31$13,610
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$4,827,652
Amount contributed by the employer to the plan for this plan year2014-12-31$4,827,652
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,962,488
Participant contributions at end of year2014-12-31$2,070,121
Participant contributions at beginning of year2014-12-31$1,618,642
Participant contributions at end of year2014-12-31$640,135
Participant contributions at beginning of year2014-12-31$499,988
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$579,266
Administrative expenses (other) incurred2014-12-31$17,502
Liabilities. Value of operating payables at end of year2014-12-31$12,639
Liabilities. Value of operating payables at beginning of year2014-12-31$17,575
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$4,599,325
Value of net assets at end of year (total assets less liabilities)2014-12-31$39,479,904
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,880,579
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
Investment advisory and management fees2014-12-31$90,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$32,882,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,968,313
Interest on participant loans2014-12-31$49,318
Value of interest in common/collective trusts at end of year2014-12-31$1,524,857
Value of interest in common/collective trusts at beginning of year2014-12-31$1,304,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,183,979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,388,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,388,233
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-250,296
Net investment gain or loss from common/collective trusts2014-12-31$2,769
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$865,164
Employer contributions (assets) at end of year2014-12-31$190,976
Employer contributions (assets) at beginning of year2014-12-31$118,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,630,517
Contract administrator fees2014-12-31$111,775
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 name2014-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-12-31952036255
2013 : SAN DIEGO ELECTRICAL ANNUITY PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,575
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$44,743
Total income from all sources (including contributions)2013-12-31$8,580,931
Total of all expenses incurred2013-12-31$1,327,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,098,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,264,510
Value of total assets at end of year2013-12-31$34,898,154
Value of total assets at beginning of year2013-12-31$27,672,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$229,355
Total interest from all sources2013-12-31$42,821
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,477,139
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$1,477,139
Administrative expenses professional fees incurred2013-12-31$15,367
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$3,992,183
Amount contributed by the employer to the plan for this plan year2013-12-31$3,992,183
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,293,832
Participant contributions at end of year2013-12-31$1,618,642
Participant contributions at beginning of year2013-12-31$1,552,372
Participant contributions at end of year2013-12-31$499,988
Participant contributions at beginning of year2013-12-31$395,732
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$272,327
Administrative expenses (other) incurred2013-12-31$10,769
Liabilities. Value of operating payables at end of year2013-12-31$17,575
Liabilities. Value of operating payables at beginning of year2013-12-31$44,743
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$7,253,254
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,880,579
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,627,325
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
Investment advisory and management fees2013-12-31$92,319
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,968,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,898,783
Interest on participant loans2013-12-31$42,444
Value of interest in common/collective trusts at end of year2013-12-31$1,304,835
Value of interest in common/collective trusts at beginning of year2013-12-31$1,216,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,388,233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,421,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,421,435
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,794,506
Net investment gain or loss from common/collective trusts2013-12-31$1,955
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$698,351
Employer contributions (assets) at end of year2013-12-31$118,143
Employer contributions (assets) at beginning of year2013-12-31$187,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,098,322
Contract administrator fees2013-12-31$110,900
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 name2013-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-12-31952036255
2012 : SAN DIEGO ELECTRICAL ANNUITY PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$44,743
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$45,558
Total income from all sources (including contributions)2012-12-31$5,894,759
Total of all expenses incurred2012-12-31$2,022,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,816,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,248,479
Value of total assets at end of year2012-12-31$27,672,068
Value of total assets at beginning of year2012-12-31$23,800,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$206,415
Total interest from all sources2012-12-31$41,041
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$668,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$668,289
Administrative expenses professional fees incurred2012-12-31$12,599
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Minimum employer required contribution for this plan year2012-12-31$3,238,453
Amount contributed by the employer to the plan for this plan year2012-12-31$3,238,453
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,532,244
Participant contributions at end of year2012-12-31$1,552,372
Participant contributions at beginning of year2012-12-31$1,400,010
Participant contributions at end of year2012-12-31$395,732
Participant contributions at beginning of year2012-12-31$479,523
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,026
Administrative expenses (other) incurred2012-12-31$7,423
Liabilities. Value of operating payables at end of year2012-12-31$44,743
Liabilities. Value of operating payables at beginning of year2012-12-31$45,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,872,057
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,627,325
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,755,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$87,618
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,898,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,082,624
Interest on participant loans2012-12-31$40,059
Value of interest in common/collective trusts at end of year2012-12-31$1,216,661
Value of interest in common/collective trusts at beginning of year2012-12-31$1,208,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,421,435
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,552,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,552,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,845,460
Net investment gain or loss from common/collective trusts2012-12-31$91,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$706,209
Employer contributions (assets) at end of year2012-12-31$187,085
Employer contributions (assets) at beginning of year2012-12-31$78,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,816,287
Contract administrator fees2012-12-31$98,775
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-12-31952036255
2011 : SAN DIEGO ELECTRICAL ANNUITY PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$45,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,902,342
Total of all expenses incurred2011-12-31$2,017,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,776,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,884,383
Value of total assets at end of year2011-12-31$23,800,826
Value of total assets at beginning of year2011-12-31$22,870,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$241,049
Total interest from all sources2011-12-31$37,236
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$325,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$325,896
Administrative expenses professional fees incurred2011-12-31$12,540
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$2,805,534
Amount contributed by the employer to the plan for this plan year2011-12-31$2,805,534
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,343,557
Participant contributions at end of year2011-12-31$1,400,010
Participant contributions at beginning of year2011-12-31$1,310,673
Participant contributions at end of year2011-12-31$479,523
Participant contributions at beginning of year2011-12-31$511,394
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$78,849
Administrative expenses (other) incurred2011-12-31$5,790
Liabilities. Value of operating payables at end of year2011-12-31$45,558
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$885,247
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,755,268
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,870,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$100,894
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,082,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,439,038
Interest on participant loans2011-12-31$36,132
Value of interest in common/collective trusts at end of year2011-12-31$1,208,328
Value of interest in common/collective trusts at beginning of year2011-12-31$1,079,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,552,073
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,484,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,484,758
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-304,380
Net investment gain or loss from common/collective trusts2011-12-31$-40,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$461,977
Employer contributions (assets) at end of year2011-12-31$78,268
Employer contributions (assets) at beginning of year2011-12-31$44,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,776,046
Contract administrator fees2011-12-31$121,825
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2011-12-31952036255
2010 : SAN DIEGO ELECTRICAL ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,977,881
Total unrealized appreciation/depreciation of assets2010-12-31$1,977,881
Total income from all sources (including contributions)2010-12-31$4,537,081
Total loss/gain on sale of assets2010-12-31$-77,748
Total of all expenses incurred2010-12-31$1,868,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,682,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,303,843
Value of total assets at end of year2010-12-31$22,902,093
Value of total assets at beginning of year2010-12-31$20,233,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$186,256
Total interest from all sources2010-12-31$50,224
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$282,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$11,300
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,949,989
Participant contributions at end of year2010-12-31$1,310,673
Participant contributions at beginning of year2010-12-31$1,362,887
Participant contributions at end of year2010-12-31$511,394
Participant contributions at beginning of year2010-12-31$563,935
Administrative expenses (other) incurred2010-12-31$51,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,668,261
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,902,093
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,233,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$27,558
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,439,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,370,898
Value of interest in common/collective trusts at end of year2010-12-31$1,111,969
Value of interest in common/collective trusts at beginning of year2010-12-31$1,142,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,484,758
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,676,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,676,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$50,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$353,854
Employer contributions (assets) at end of year2010-12-31$44,261
Employer contributions (assets) at beginning of year2010-12-31$117,362
Income. Dividends from common stock2010-12-31$282,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,682,564
Contract administrator fees2010-12-31$96,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$10,493,890
Aggregate carrying amount (costs) on sale of assets2010-12-31$10,571,638
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PKF
Accountancy firm EIN2010-12-31954354850

Form 5500 Responses for SAN DIEGO ELECTRICAL ANNUITY PLAN

2021: SAN DIEGO ELECTRICAL ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAN DIEGO ELECTRICAL ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAN DIEGO ELECTRICAL ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAN DIEGO ELECTRICAL ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAN DIEGO ELECTRICAL ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAN DIEGO ELECTRICAL ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAN DIEGO ELECTRICAL ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAN DIEGO ELECTRICAL ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAN DIEGO ELECTRICAL ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAN DIEGO ELECTRICAL ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAN DIEGO ELECTRICAL ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SAN DIEGO ELECTRICAL ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SAN DIEGO ELECTRICAL ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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