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SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 401k Plan overview

Plan NameSO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN
Plan identification number 002

SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

PENSION & INSURANCE COMMITTEE, SOUTHERN CALIFORNIA ROCK PRODUCTS has sponsored the creation of one or more 401k plans.

Company Name:PENSION & INSURANCE COMMITTEE, SOUTHERN CALIFORNIA ROCK PRODUCTS
Employer identification number (EIN):510190581
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MATTHEW HISSONG CLAUDE POTTER2018-10-10
0022016-01-01MATTHEW HISSONG DAVE OLLIS2017-10-06
0022015-01-01MATTHEW HISSONG DAVE OLLIS2016-10-14
0022014-01-01MATTHEW HISSONG DAVE OLLIS2015-10-14
0022013-01-01DAVE OLLIS MATTHEW HISSONG2014-10-06
0022012-01-01MATTHEW HISSONG DAVE OLLIS2013-10-14
0022011-01-01STEPHEN L BLEDSOE
0022009-01-01DAVE OLLIS

Plan Statistics for SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN

401k plan membership statisitcs for SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN

Measure Date Value
2022: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2022 401k membership
Current value of assets2022-12-31126,901,402
Acturial value of assets for funding standard account2022-12-31126,901,402
Accrued liability for plan using immediate gains methods2022-12-3177,639,904
Accrued liability under unit credit cost method2022-12-3177,639,904
RPA 94 current liability2022-12-31120,727,339
Expected increase in current liability due to benefits accruing during the plan year2022-12-31554,631
Expected release from RPA 94 current liability for plan year2022-12-317,968,210
Expected plan disbursements for the plan year2022-12-317,887,140
Current value of assets2022-12-31126,901,402
Number of retired participants and beneficiaries receiving payment2022-12-31725
Current liability for retired participants and beneficiaries receiving payment2022-12-3189,240,501
Number of terminated vested participants2022-12-31267
Current liability for terminated vested participants2022-12-3128,518,141
Current liability for active participants non vested benefits2022-12-31158,665
Current liability for active participants vested benefits2022-12-312,810,032
Total number of active articipats2022-12-3112
Current liability for active participants2022-12-312,968,697
Total participant count with liabilities2022-12-311,004
Total current liabilitoes for participants with libailities2022-12-31120,727,339
Total employer contributions in plan year2022-12-3185,475
Total employee contributions in plan year2022-12-310
Prior year funding deficiency2022-12-310
Employer’s normal cost for plan year as of valuation date2022-12-31388,219
Prior year credit balance2022-12-3197,902,774
Amortization credits as of valuation date2022-12-310
Total participants, beginning-of-year2022-01-011,091
Total number of active participants reported on line 7a of the Form 55002022-01-0111
Number of retired or separated participants receiving benefits2022-01-01644
Number of other retired or separated participants entitled to future benefits2022-01-01313
Total of all active and inactive participants2022-01-01968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0187
Total participants2022-01-011,055
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-011
2021: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2021 401k membership
Current value of assets2021-12-31117,742,404
Acturial value of assets for funding standard account2021-12-31117,742,404
Accrued liability for plan using immediate gains methods2021-12-3180,534,845
Accrued liability under unit credit cost method2021-12-3180,534,845
RPA 94 current liability2021-12-31125,861,076
Expected increase in current liability due to benefits accruing during the plan year2021-12-31581,843
Expected release from RPA 94 current liability for plan year2021-12-318,269,959
Expected plan disbursements for the plan year2021-12-318,179,128
Current value of assets2021-12-31117,742,404
Number of retired participants and beneficiaries receiving payment2021-12-31729
Current liability for retired participants and beneficiaries receiving payment2021-12-3190,985,356
Number of terminated vested participants2021-12-31288
Current liability for terminated vested participants2021-12-3131,976,581
Current liability for active participants non vested benefits2021-12-31133,979
Current liability for active participants vested benefits2021-12-312,765,160
Total number of active articipats2021-12-3113
Current liability for active participants2021-12-312,899,139
Total participant count with liabilities2021-12-311,030
Total current liabilitoes for participants with libailities2021-12-31125,861,076
Total employer contributions in plan year2021-12-3182,374
Prior year funding deficiency2021-12-310
Employer’s normal cost for plan year as of valuation date2021-12-31401,068
Prior year credit balance2021-12-3192,682,133
Amortization credits as of valuation date2021-12-310
Total participants, beginning-of-year2021-01-011,103
Total number of active participants reported on line 7a of the Form 55002021-01-0112
Number of retired or separated participants receiving benefits2021-01-01681
Number of other retired or separated participants entitled to future benefits2021-01-01316
Total of all active and inactive participants2021-01-011,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0182
Total participants2021-01-011,091
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
Number of employers contributing to the scheme2021-01-011
2020: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2020 401k membership
Current value of assets2020-12-31116,312,729
Acturial value of assets for funding standard account2020-12-31116,312,729
Accrued liability for plan using immediate gains methods2020-12-3176,282,877
Accrued liability under unit credit cost method2020-12-3176,282,877
RPA 94 current liability2020-12-31122,495,223
Expected increase in current liability due to benefits accruing during the plan year2020-12-31531,100
Expected release from RPA 94 current liability for plan year2020-12-318,317,994
Expected plan disbursements for the plan year2020-12-318,203,433
Current value of assets2020-12-31116,312,729
Number of retired participants and beneficiaries receiving payment2020-12-31715
Current liability for retired participants and beneficiaries receiving payment2020-12-3186,571,524
Number of terminated vested participants2020-12-31318
Current liability for terminated vested participants2020-12-3133,519,335
Current liability for active participants non vested benefits2020-12-31118,076
Current liability for active participants vested benefits2020-12-312,286,288
Total number of active articipats2020-12-3113
Current liability for active participants2020-12-312,404,364
Total participant count with liabilities2020-12-311,046
Total current liabilitoes for participants with libailities2020-12-31122,495,223
Total employer contributions in plan year2020-12-3197,106
Employer’s normal cost for plan year as of valuation date2020-12-31370,836
Prior year credit balance2020-12-3186,895,723
Amortization credits as of valuation date2020-12-310
Total participants, beginning-of-year2020-01-011,104
Total number of active participants reported on line 7a of the Form 55002020-01-0113
Number of retired or separated participants receiving benefits2020-01-01698
Number of other retired or separated participants entitled to future benefits2020-01-01319
Total of all active and inactive participants2020-01-011,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0173
Total participants2020-01-011,103
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
Number of employers contributing to the scheme2020-01-011
2019: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2019 401k membership
Current value of assets2019-12-31105,231,672
Acturial value of assets for funding standard account2019-12-31105,231,672
Accrued liability for plan using immediate gains methods2019-12-317,840,069
Accrued liability under unit credit cost method2019-12-3178,400,769
RPA 94 current liability2019-12-31122,644,760
Expected increase in current liability due to benefits accruing during the plan year2019-12-31525,653
Expected release from RPA 94 current liability for plan year2019-12-318,249,973
Expected plan disbursements for the plan year2019-12-318,124,095
Current value of assets2019-12-31105,231,672
Number of retired participants and beneficiaries receiving payment2019-12-31723
Current liability for retired participants and beneficiaries receiving payment2019-12-3190,140,246
Number of terminated vested participants2019-12-31320
Current liability for terminated vested participants2019-12-3130,198,287
Current liability for active participants non vested benefits2019-12-31137,135
Current liability for active participants vested benefits2019-12-312,169,092
Total number of active articipats2019-12-3117
Current liability for active participants2019-12-312,306,227
Total participant count with liabilities2019-12-311,060
Total current liabilitoes for participants with libailities2019-12-31122,644,760
Total employer contributions in plan year2019-12-3188,077
Prior year funding deficiency2019-12-310
Employer’s normal cost for plan year as of valuation date2019-12-31372,276
Prior year credit balance2019-12-3181,498,036
Amortization credits as of valuation date2019-12-310
Total participants, beginning-of-year2019-01-011,157
Total number of active participants reported on line 7a of the Form 55002019-01-0113
Number of retired or separated participants receiving benefits2019-01-01717
Number of other retired or separated participants entitled to future benefits2019-01-01302
Total of all active and inactive participants2019-01-011,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0172
Total participants2019-01-011,104
Number of participants with account balances2019-01-010
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 scheme2019-01-011
2018: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2018 401k membership
Current value of assets2018-12-31117,910,670
Acturial value of assets for funding standard account2018-12-31117,910,670
Accrued liability for plan using immediate gains methods2018-12-3181,715,440
Accrued liability under unit credit cost method2018-12-3181,715,440
RPA 94 current liability2018-12-31130,433,060
Expected increase in current liability due to benefits accruing during the plan year2018-12-31543,045
Expected release from RPA 94 current liability for plan year2018-12-318,335,839
Expected plan disbursements for the plan year2018-12-318,312,350
Current value of assets2018-12-31117,910,670
Number of retired participants and beneficiaries receiving payment2018-12-31726
Current liability for retired participants and beneficiaries receiving payment2018-12-3194,407,755
Number of terminated vested participants2018-12-31345
Current liability for terminated vested participants2018-12-3133,926,017
Current liability for active participants non vested benefits2018-12-31233,648
Current liability for active participants vested benefits2018-12-311,865,640
Total number of active articipats2018-12-3116
Current liability for active participants2018-12-312,099,288
Total participant count with liabilities2018-12-311,087
Total current liabilitoes for participants with libailities2018-12-31130,433,060
Total employer contributions in plan year2018-12-3192,868
Employer’s normal cost for plan year as of valuation date2018-12-31374,032
Prior year credit balance2018-12-3176,450,590
Amortization credits as of valuation date2018-12-310
Total participants, beginning-of-year2018-01-011,206
Total number of active participants reported on line 7a of the Form 55002018-01-0118
Number of retired or separated participants receiving benefits2018-01-01739
Number of other retired or separated participants entitled to future benefits2018-01-01343
Total of all active and inactive participants2018-01-011,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0157
Total participants2018-01-011,157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
Number of employers contributing to the scheme2018-01-011
2017: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2017 401k membership
Current value of assets2017-12-31112,117,629
Acturial value of assets for funding standard account2017-12-31116,827,461
Accrued liability for plan using immediate gains methods2017-12-3183,750,835
Accrued liability under unit credit cost method2017-12-3183,750,835
RPA 94 current liability2017-12-31127,687,233
Expected increase in current liability due to benefits accruing during the plan year2017-12-31586,242
Expected release from RPA 94 current liability for plan year2017-12-317,739,870
Expected plan disbursements for the plan year2017-12-318,194,462
Current value of assets2017-12-31112,117,629
Number of retired participants and beneficiaries receiving payment2017-12-31722
Current liability for retired participants and beneficiaries receiving payment2017-12-3191,303,334
Number of terminated vested participants2017-12-31358
Current liability for terminated vested participants2017-12-3134,390,891
Current liability for active participants non vested benefits2017-12-31300,414
Current liability for active participants vested benefits2017-12-311,692,594
Total number of active articipats2017-12-3116
Current liability for active participants2017-12-311,993,008
Total participant count with liabilities2017-12-311,096
Total current liabilitoes for participants with libailities2017-12-31127,687,233
Total employer contributions in plan year2017-12-3194,681
Employer’s normal cost for plan year as of valuation date2017-12-31406,313
Prior year credit balance2017-12-3171,763,879
Amortization credits as of valuation date2017-12-310
Total participants, beginning-of-year2017-01-011,212
Total number of active participants reported on line 7a of the Form 55002017-01-0117
Number of retired or separated participants receiving benefits2017-01-01796
Number of other retired or separated participants entitled to future benefits2017-01-01343
Total of all active and inactive participants2017-01-011,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0150
Total participants2017-01-011,206
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
Number of employers contributing to the scheme2017-01-011
2016: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2016 401k membership
Current value of assets2016-12-31111,807,100
Acturial value of assets for funding standard account2016-12-31121,226,764
Accrued liability for plan using immediate gains methods2016-12-3185,691,703
Accrued liability under unit credit cost method2016-12-3185,691,703
RPA 94 current liability2016-12-31126,673,213
Expected increase in current liability due to benefits accruing during the plan year2016-12-31507,514
Expected release from RPA 94 current liability for plan year2016-12-317,915,173
Expected plan disbursements for the plan year2016-12-318,265,856
Current value of assets2016-12-31111,807,100
Number of retired participants and beneficiaries receiving payment2016-12-31733
Current liability for retired participants and beneficiaries receiving payment2016-12-3193,281,574
Number of terminated vested participants2016-12-31366
Current liability for terminated vested participants2016-12-3131,563,430
Current liability for active participants non vested benefits2016-12-31256,075
Current liability for active participants vested benefits2016-12-311,572,134
Total number of active articipats2016-12-3117
Current liability for active participants2016-12-311,828,209
Total participant count with liabilities2016-12-311,116
Total current liabilitoes for participants with libailities2016-12-31126,673,213
Total employer contributions in plan year2016-12-31103,182
Prior year funding deficiency2016-12-310
Employer’s normal cost for plan year as of valuation date2016-12-31374,117
Prior year credit balance2016-12-3167,343,356
Amortization credits as of valuation date2016-12-310
Total participants, beginning-of-year2016-01-011,308
Total number of active participants reported on line 7a of the Form 55002016-01-0116
Number of retired or separated participants receiving benefits2016-01-01787
Number of other retired or separated participants entitled to future benefits2016-01-01359
Total of all active and inactive participants2016-01-011,162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0150
Total participants2016-01-011,212
Number of participants with account balances2016-01-010
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 scheme2016-01-011
2015: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2015 401k membership
Current value of assets2015-12-31120,482,894
Acturial value of assets for funding standard account2015-12-31134,612,390
Accrued liability for plan using immediate gains methods2015-12-3188,334,337
Accrued liability under unit credit cost method2015-12-3188,334,337
RPA 94 current liability2015-12-31127,946,683
Expected increase in current liability due to benefits accruing during the plan year2015-12-31515,760
Expected release from RPA 94 current liability for plan year2015-12-317,855,221
Expected plan disbursements for the plan year2015-12-318,175,906
Current value of assets2015-12-31120,482,894
Number of retired participants and beneficiaries receiving payment2015-12-31706
Current liability for retired participants and beneficiaries receiving payment2015-12-3191,671,153
Number of terminated vested participants2015-12-31421
Current liability for terminated vested participants2015-12-3134,803,364
Current liability for active participants non vested benefits2015-12-31194,889
Current liability for active participants vested benefits2015-12-311,277,277
Total number of active articipats2015-12-3117
Current liability for active participants2015-12-311,472,166
Total participant count with liabilities2015-12-311,144
Total current liabilitoes for participants with libailities2015-12-31127,946,683
Total employer contributions in plan year2015-12-31109,835
Employer’s normal cost for plan year as of valuation date2015-12-31381,212
Prior year credit balance2015-12-3163,212,686
Amortization credits as of valuation date2015-12-310
Total participants, beginning-of-year2015-01-011,358
Total number of active participants reported on line 7a of the Form 55002015-01-0118
Number of retired or separated participants receiving benefits2015-01-01838
Number of other retired or separated participants entitled to future benefits2015-01-01372
Total of all active and inactive participants2015-01-011,228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0180
Total participants2015-01-011,308
Number of participants with account balances2015-01-010
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 scheme2015-01-011
2014: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2014 401k membership
Current value of assets2014-12-31120,306,194
Acturial value of assets for funding standard account2014-12-31139,145,522
Accrued liability for plan using immediate gains methods2014-12-3191,495,583
Accrued liability under unit credit cost method2014-12-3191,495,583
RPA 94 current liability2014-12-31131,041,793
Expected increase in current liability due to benefits accruing during the plan year2014-12-31480,666
Expected release from RPA 94 current liability for plan year2014-12-318,077,235
Expected plan disbursements for the plan year2014-12-318,402,876
Current value of assets2014-12-31120,306,194
Number of retired participants and beneficiaries receiving payment2014-12-31727
Current liability for retired participants and beneficiaries receiving payment2014-12-3195,623,855
Number of terminated vested participants2014-12-31429
Current liability for terminated vested participants2014-12-3134,107,032
Current liability for active participants non vested benefits2014-12-31112,161
Current liability for active participants vested benefits2014-12-311,198,745
Total number of active articipats2014-12-3116
Current liability for active participants2014-12-311,310,906
Total participant count with liabilities2014-12-311,172
Total current liabilitoes for participants with libailities2014-12-31131,041,793
Total employer contributions in plan year2014-12-31100,687
Employer’s normal cost for plan year as of valuation date2014-12-31368,641
Prior year credit balance2014-12-3159,348,524
Amortization credits as of valuation date2014-12-310
Total participants, beginning-of-year2014-01-011,374
Total number of active participants reported on line 7a of the Form 55002014-01-0117
Number of retired or separated participants receiving benefits2014-01-01838
Number of other retired or separated participants entitled to future benefits2014-01-01423
Total of all active and inactive participants2014-01-011,278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0180
Total participants2014-01-011,358
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
Number of employers contributing to the scheme2014-01-011
2013: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2013 401k membership
Current value of assets2013-12-31112,772,916
Acturial value of assets for funding standard account2013-12-31135,327,499
Accrued liability for plan using immediate gains methods2013-12-3194,799,358
Accrued liability under unit credit cost method2013-12-3194,799,358
RPA 94 current liability2013-12-31138,299,283
Expected increase in current liability due to benefits accruing during the plan year2013-12-31563,716
Expected release from RPA 94 current liability for plan year2013-12-318,233,604
Expected plan disbursements for the plan year2013-12-318,525,275
Current value of assets2013-12-31112,772,916
Number of retired participants and beneficiaries receiving payment2013-12-31701
Current liability for retired participants and beneficiaries receiving payment2013-12-3193,698,082
Number of terminated vested participants2013-12-31492
Current liability for terminated vested participants2013-12-3142,488,538
Current liability for active participants non vested benefits2013-12-3180,604
Current liability for active participants vested benefits2013-12-312,032,059
Total number of active articipats2013-12-3119
Current liability for active participants2013-12-312,112,663
Total participant count with liabilities2013-12-311,212
Total current liabilitoes for participants with libailities2013-12-31138,299,283
Total employer contributions in plan year2013-12-3188,705
Employer’s normal cost for plan year as of valuation date2013-12-31459,458
Prior year credit balance2013-12-3155,839,565
Amortization credits as of valuation date2013-12-310
Total participants, beginning-of-year2013-01-011,431
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Number of retired or separated participants receiving benefits2013-01-01880
Number of other retired or separated participants entitled to future benefits2013-01-01440
Total of all active and inactive participants2013-01-011,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0138
Total participants2013-01-011,374
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
Number of employers contributing to the scheme2013-01-011
2012: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,196
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of retired or separated participants receiving benefits2012-01-01880
Number of other retired or separated participants entitled to future benefits2012-01-01498
Total of all active and inactive participants2012-01-011,393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0138
Total participants2012-01-011,431
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
Number of employers contributing to the scheme2012-01-011
2011: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,191
Total number of active participants reported on line 7a of the Form 55002011-01-0121
Number of retired or separated participants receiving benefits2011-01-01578
Number of other retired or separated participants entitled to future benefits2011-01-01524
Total of all active and inactive participants2011-01-011,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0173
Total participants2011-01-011,196
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
Number of employers contributing to the scheme2011-01-011
2009: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,207
Total number of active participants reported on line 7a of the Form 55002009-01-0122
Number of retired or separated participants receiving benefits2009-01-01535
Number of other retired or separated participants entitled to future benefits2009-01-01559
Total of all active and inactive participants2009-01-011,116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0162
Total participants2009-01-011,178
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119
Number of employers contributing to the scheme2009-01-012

Financial Data on SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN

Measure Date Value
2022 : SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-5,011,228
Total unrealized appreciation/depreciation of assets2022-12-31$-5,011,228
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,976,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,039,858
Total income from all sources (including contributions)2022-12-31$-14,655,619
Total loss/gain on sale of assets2022-12-31$-1,869,985
Total of all expenses incurred2022-12-31$7,721,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,029,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$85,475
Value of total assets at end of year2022-12-31$111,501,254
Value of total assets at beginning of year2022-12-31$130,941,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$692,000
Total interest from all sources2022-12-31$801,775
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,648,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,252,907
Administrative expenses professional fees incurred2022-12-31$105,688
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$715,613
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$656,204
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$6,847,013
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$3,795,490
Administrative expenses (other) incurred2022-12-31$91,552
Liabilities. Value of operating payables at end of year2022-12-31$129,701
Liabilities. Value of operating payables at beginning of year2022-12-31$244,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-22,376,862
Value of net assets at end of year (total assets less liabilities)2022-12-31$104,524,540
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$126,901,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$408,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,333,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$46,761,970
Income. Interest from US Government securities2022-12-31$319,288
Income. Interest from corporate debt instruments2022-12-31$482,487
Value of interest in common/collective trusts at end of year2022-12-31$24,965,376
Value of interest in common/collective trusts at beginning of year2022-12-31$20,128,839
Asset value of US Government securities at end of year2022-12-31$18,071,883
Asset value of US Government securities at beginning of year2022-12-31$27,654,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,441,151
Net investment gain or loss from common/collective trusts2022-12-31$-2,868,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$85,475
Employer contributions (assets) at end of year2022-12-31$7,370
Employer contributions (assets) at beginning of year2022-12-31$7,344
Income. Dividends from common stock2022-12-31$395,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,029,243
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$501,835
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$492,277
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$12,703,530
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$13,406,537
Contract administrator fees2022-12-31$86,706
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$20,202,570
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$21,833,346
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$124,514,094
Aggregate carrying amount (costs) on sale of assets2022-12-31$126,384,079
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-660,117
Total unrealized appreciation/depreciation of assets2021-12-31$-660,117
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,039,858
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,808,348
Total income from all sources (including contributions)2021-12-31$17,014,560
Total loss/gain on sale of assets2021-12-31$7,810,560
Total of all expenses incurred2021-12-31$7,855,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,085,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$82,374
Value of total assets at end of year2021-12-31$130,941,260
Value of total assets at beginning of year2021-12-31$120,550,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$770,004
Total interest from all sources2021-12-31$786,328
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,536,842
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$2,010,746
Administrative expenses professional fees incurred2021-12-31$110,492
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$656,204
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$738,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$3,795,490
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,620,095
Administrative expenses (other) incurred2021-12-31$89,042
Liabilities. Value of operating payables at end of year2021-12-31$244,368
Liabilities. Value of operating payables at beginning of year2021-12-31$188,253
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$9,158,998
Value of net assets at end of year (total assets less liabilities)2021-12-31$126,901,402
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$117,742,404
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$484,920
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$46,761,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,307,034
Income. Interest from US Government securities2021-12-31$467,600
Value of interest in common/collective trusts at end of year2021-12-31$20,128,839
Value of interest in common/collective trusts at beginning of year2021-12-31$23,556,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$318,728
Asset value of US Government securities at end of year2021-12-31$27,654,743
Asset value of US Government securities at beginning of year2021-12-31$22,299,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,513,814
Net investment gain or loss from common/collective trusts2021-12-31$2,944,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$82,374
Employer contributions (assets) at end of year2021-12-31$7,344
Employer contributions (assets) at beginning of year2021-12-31$7,467
Income. Dividends from common stock2021-12-31$526,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,085,558
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$492,277
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$431,253
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$13,406,537
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$18,138,378
Contract administrator fees2021-12-31$85,550
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$21,833,346
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$29,071,690
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
Aggregate proceeds on sale of assets2021-12-31$105,698,461
Aggregate carrying amount (costs) on sale of assets2021-12-31$97,887,901
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 : SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$882,043
Total unrealized appreciation/depreciation of assets2020-12-31$882,043
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,808,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,235,836
Total income from all sources (including contributions)2020-12-31$9,446,567
Total loss/gain on sale of assets2020-12-31$4,105,688
Total of all expenses incurred2020-12-31$8,016,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,306,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$97,106
Value of total assets at end of year2020-12-31$120,550,752
Value of total assets at beginning of year2020-12-31$119,548,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$710,429
Total interest from all sources2020-12-31$941,941
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,078,874
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$482,367
Administrative expenses professional fees incurred2020-12-31$89,766
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$738,942
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$800,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,620,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,054,489
Administrative expenses (other) incurred2020-12-31$85,866
Liabilities. Value of operating payables at end of year2020-12-31$188,253
Liabilities. Value of operating payables at beginning of year2020-12-31$181,347
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$1,429,675
Value of net assets at end of year (total assets less liabilities)2020-12-31$117,742,404
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$116,312,729
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$451,746
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$26,307,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,914,578
Income. Interest from US Government securities2020-12-31$334,130
Income. Interest from corporate debt instruments2020-12-31$607,811
Value of interest in common/collective trusts at end of year2020-12-31$23,556,868
Value of interest in common/collective trusts at beginning of year2020-12-31$18,679,062
Asset value of US Government securities at end of year2020-12-31$22,299,120
Asset value of US Government securities at beginning of year2020-12-31$26,790,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$485,868
Net investment gain or loss from common/collective trusts2020-12-31$1,855,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$97,106
Employer contributions (assets) at end of year2020-12-31$7,467
Employer contributions (assets) at beginning of year2020-12-31$7,351
Income. Dividends from common stock2020-12-31$596,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,306,463
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$431,253
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$797,412
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$18,138,378
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$11,437,657
Contract administrator fees2020-12-31$83,051
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$29,071,690
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$27,121,665
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
Aggregate proceeds on sale of assets2020-12-31$175,810,611
Aggregate carrying amount (costs) on sale of assets2020-12-31$171,704,923
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,288,265
Total unrealized appreciation/depreciation of assets2019-12-31$3,288,265
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,235,836
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,401,839
Total income from all sources (including contributions)2019-12-31$19,096,759
Total loss/gain on sale of assets2019-12-31$3,594,636
Total of all expenses incurred2019-12-31$8,015,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,279,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$88,077
Value of total assets at end of year2019-12-31$119,548,565
Value of total assets at beginning of year2019-12-31$107,633,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$736,377
Total interest from all sources2019-12-31$949,289
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,521,235
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$1,892,572
Administrative expenses professional fees incurred2019-12-31$100,206
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$800,526
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$273,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,054,489
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,287,232
Administrative expenses (other) incurred2019-12-31$91,672
Liabilities. Value of operating payables at end of year2019-12-31$181,347
Liabilities. Value of operating payables at beginning of year2019-12-31$114,607
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$11,081,057
Value of net assets at end of year (total assets less liabilities)2019-12-31$116,312,729
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$105,231,672
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
Investment advisory and management fees2019-12-31$462,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,914,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,186,369
Income. Interest from US Government securities2019-12-31$511,985
Income. Interest from corporate debt instruments2019-12-31$437,304
Value of interest in common/collective trusts at end of year2019-12-31$18,679,062
Value of interest in common/collective trusts at beginning of year2019-12-31$17,803,626
Asset value of US Government securities at end of year2019-12-31$26,790,314
Asset value of US Government securities at beginning of year2019-12-31$21,539,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,779,077
Net investment gain or loss from common/collective trusts2019-12-31$3,876,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$88,077
Employer contributions (assets) at end of year2019-12-31$7,351
Employer contributions (assets) at beginning of year2019-12-31$4,556
Income. Dividends from common stock2019-12-31$628,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,279,325
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$797,412
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$969,738
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$11,437,657
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$11,718,740
Contract administrator fees2019-12-31$82,260
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$27,121,665
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$23,137,647
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
Aggregate proceeds on sale of assets2019-12-31$134,601,529
Aggregate carrying amount (costs) on sale of assets2019-12-31$131,006,893
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
2018 : SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-4,834,532
Total unrealized appreciation/depreciation of assets2018-12-31$-4,834,532
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,401,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$721,652
Total income from all sources (including contributions)2018-12-31$-4,686,452
Total loss/gain on sale of assets2018-12-31$2,141,143
Total of all expenses incurred2018-12-31$7,992,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,257,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$92,868
Value of total assets at end of year2018-12-31$107,633,511
Value of total assets at beginning of year2018-12-31$118,632,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$735,314
Total interest from all sources2018-12-31$950,195
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,692,583
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$1,193,602
Administrative expenses professional fees incurred2018-12-31$104,098
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$273,525
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$253,659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,287,232
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$546,658
Other income not declared elsewhere2018-12-31$787
Administrative expenses (other) incurred2018-12-31$92,824
Liabilities. Value of operating payables at end of year2018-12-31$114,607
Liabilities. Value of operating payables at beginning of year2018-12-31$174,994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,678,998
Value of net assets at end of year (total assets less liabilities)2018-12-31$105,231,672
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$117,910,670
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
Investment advisory and management fees2018-12-31$470,742
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$32,186,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,295,258
Income. Interest from US Government securities2018-12-31$539,634
Income. Interest from corporate debt instruments2018-12-31$410,561
Value of interest in common/collective trusts at end of year2018-12-31$17,803,626
Value of interest in common/collective trusts at beginning of year2018-12-31$27,599,877
Asset value of US Government securities at end of year2018-12-31$21,539,310
Asset value of US Government securities at beginning of year2018-12-31$30,595,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,840,334
Net investment gain or loss from common/collective trusts2018-12-31$-1,889,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$92,868
Employer contributions (assets) at end of year2018-12-31$4,556
Employer contributions (assets) at beginning of year2018-12-31$9,702
Income. Dividends from common stock2018-12-31$498,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,257,232
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$969,738
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$2,689,147
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$11,718,740
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$13,129,345
Contract administrator fees2018-12-31$67,650
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$23,137,647
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$26,059,420
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
Aggregate proceeds on sale of assets2018-12-31$84,916,112
Aggregate carrying amount (costs) on sale of assets2018-12-31$82,774,969
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,439,207
Total unrealized appreciation/depreciation of assets2017-12-31$2,439,207
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$721,652
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,714,276
Total income from all sources (including contributions)2017-12-31$13,923,532
Total loss/gain on sale of assets2017-12-31$2,135,737
Total of all expenses incurred2017-12-31$8,130,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,398,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$94,681
Value of total assets at end of year2017-12-31$118,632,322
Value of total assets at beginning of year2017-12-31$115,831,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$731,904
Total interest from all sources2017-12-31$984,811
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,279,258
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$744,725
Administrative expenses professional fees incurred2017-12-31$92,885
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$253,659
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$256,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$546,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$3,591,195
Other income not declared elsewhere2017-12-31$353
Administrative expenses (other) incurred2017-12-31$79,758
Liabilities. Value of operating payables at end of year2017-12-31$174,994
Liabilities. Value of operating payables at beginning of year2017-12-31$123,081
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$5,793,041
Value of net assets at end of year (total assets less liabilities)2017-12-31$117,910,670
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$112,117,629
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$496,261
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,295,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,642,809
Income. Interest from US Government securities2017-12-31$571,753
Income. Interest from corporate debt instruments2017-12-31$413,058
Value of interest in common/collective trusts at end of year2017-12-31$27,599,877
Value of interest in common/collective trusts at beginning of year2017-12-31$26,163,830
Asset value of US Government securities at end of year2017-12-31$30,595,914
Asset value of US Government securities at beginning of year2017-12-31$34,976,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,600,441
Net investment gain or loss from common/collective trusts2017-12-31$-5,610,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$94,681
Employer contributions (assets) at end of year2017-12-31$9,702
Employer contributions (assets) at beginning of year2017-12-31$7,449
Income. Dividends from common stock2017-12-31$534,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,398,587
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$2,689,147
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$2,358,007
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$13,129,345
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$12,708,517
Contract administrator fees2017-12-31$63,000
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$26,059,420
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$23,718,535
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
Aggregate proceeds on sale of assets2017-12-31$168,235,730
Aggregate carrying amount (costs) on sale of assets2017-12-31$166,099,993
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,972,163
Total unrealized appreciation/depreciation of assets2016-12-31$1,972,163
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,714,276
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$143,516
Total income from all sources (including contributions)2016-12-31$8,534,608
Total loss/gain on sale of assets2016-12-31$965,399
Total of all expenses incurred2016-12-31$8,224,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,539,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$103,182
Value of total assets at end of year2016-12-31$115,831,905
Value of total assets at beginning of year2016-12-31$111,950,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$684,735
Total interest from all sources2016-12-31$973,745
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,759,094
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$1,139,514
Administrative expenses professional fees incurred2016-12-31$94,649
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$256,720
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$244,590
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$3,591,195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$24,693
Other income not declared elsewhere2016-12-31$1,058
Administrative expenses (other) incurred2016-12-31$91,193
Liabilities. Value of operating payables at end of year2016-12-31$123,081
Liabilities. Value of operating payables at beginning of year2016-12-31$118,823
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$310,529
Value of net assets at end of year (total assets less liabilities)2016-12-31$112,117,629
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$111,807,100
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$438,893
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,642,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,232,628
Income. Interest from US Government securities2016-12-31$559,595
Income. Interest from corporate debt instruments2016-12-31$414,150
Value of interest in common/collective trusts at end of year2016-12-31$26,163,830
Value of interest in common/collective trusts at beginning of year2016-12-31$26,013,799
Asset value of US Government securities at end of year2016-12-31$34,976,038
Asset value of US Government securities at beginning of year2016-12-31$27,608,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,984,934
Net investment gain or loss from common/collective trusts2016-12-31$775,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$103,182
Employer contributions (assets) at end of year2016-12-31$7,449
Employer contributions (assets) at beginning of year2016-12-31$9,286
Income. Dividends from common stock2016-12-31$619,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,539,344
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$2,358,007
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$1,788,630
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$12,708,517
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$13,246,599
Contract administrator fees2016-12-31$60,000
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$23,718,535
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$19,806,427
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
Aggregate proceeds on sale of assets2016-12-31$155,090,243
Aggregate carrying amount (costs) on sale of assets2016-12-31$154,124,844
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,642,267
Total unrealized appreciation/depreciation of assets2015-12-31$-2,642,267
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$143,516
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,279,854
Total income from all sources (including contributions)2015-12-31$-338,890
Total loss/gain on sale of assets2015-12-31$1,041,510
Total of all expenses incurred2015-12-31$8,336,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,584,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$109,835
Value of total assets at end of year2015-12-31$111,950,616
Value of total assets at beginning of year2015-12-31$121,762,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$752,768
Total interest from all sources2015-12-31$929,040
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,976,547
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$1,522,007
Administrative expenses professional fees incurred2015-12-31$98,244
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$244,590
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$161,959
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$24,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,158,591
Other income not declared elsewhere2015-12-31$6,349
Administrative expenses (other) incurred2015-12-31$133,451
Liabilities. Value of operating payables at end of year2015-12-31$118,823
Liabilities. Value of operating payables at beginning of year2015-12-31$121,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-8,675,794
Value of net assets at end of year (total assets less liabilities)2015-12-31$111,807,100
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$120,482,894
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$461,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$23,232,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,242,543
Income. Interest from US Government securities2015-12-31$392,042
Income. Interest from corporate debt instruments2015-12-31$536,998
Value of interest in common/collective trusts at end of year2015-12-31$26,013,799
Value of interest in common/collective trusts at beginning of year2015-12-31$34,024,198
Asset value of US Government securities at end of year2015-12-31$27,608,657
Asset value of US Government securities at beginning of year2015-12-31$21,441,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-293,081
Net investment gain or loss from common/collective trusts2015-12-31$-1,466,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$109,835
Employer contributions (assets) at end of year2015-12-31$9,286
Employer contributions (assets) at beginning of year2015-12-31$7,955
Income. Dividends from common stock2015-12-31$454,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,584,136
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$1,788,630
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$11,291,407
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$13,246,599
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$4,831,500
Contract administrator fees2015-12-31$60,000
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$19,806,427
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$20,761,258
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
Aggregate proceeds on sale of assets2015-12-31$136,197,628
Aggregate carrying amount (costs) on sale of assets2015-12-31$135,156,118
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-12-31952036255
2014 : SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-1,614,490
Total unrealized appreciation/depreciation of assets2014-12-31$-1,614,490
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,279,854
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$299,175
Total income from all sources (including contributions)2014-12-31$8,541,893
Total loss/gain on sale of assets2014-12-31$4,041,054
Total of all expenses incurred2014-12-31$8,365,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,584,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$100,687
Value of total assets at end of year2014-12-31$121,762,748
Value of total assets at beginning of year2014-12-31$120,605,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$781,007
Total interest from all sources2014-12-31$663,807
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,475,476
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$2,003,337
Administrative expenses professional fees incurred2014-12-31$105,992
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$161,959
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$268,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,158,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$188,146
Other income not declared elsewhere2014-12-31$214
Administrative expenses (other) incurred2014-12-31$208,971
Liabilities. Value of operating payables at end of year2014-12-31$121,263
Liabilities. Value of operating payables at beginning of year2014-12-31$111,029
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$176,700
Value of net assets at end of year (total assets less liabilities)2014-12-31$120,482,894
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$120,306,194
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$406,044
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$29,242,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,211,576
Interest earned on other investments2014-12-31$19,300
Income. Interest from US Government securities2014-12-31$232,097
Income. Interest from corporate debt instruments2014-12-31$412,410
Value of interest in common/collective trusts at end of year2014-12-31$34,024,198
Value of interest in common/collective trusts at beginning of year2014-12-31$28,906,835
Asset value of US Government securities at end of year2014-12-31$21,441,928
Asset value of US Government securities at beginning of year2014-12-31$18,525,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,556,878
Net investment gain or loss from common/collective trusts2014-12-31$-681,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$100,687
Employer contributions (assets) at end of year2014-12-31$7,955
Employer contributions (assets) at beginning of year2014-12-31$13,885
Income. Dividends from common stock2014-12-31$472,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,584,186
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$11,291,407
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$11,309,724
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$4,831,500
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$5,088,143
Contract administrator fees2014-12-31$60,000
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$20,761,258
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$28,282,019
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
Aggregate proceeds on sale of assets2014-12-31$105,812,813
Aggregate carrying amount (costs) on sale of assets2014-12-31$101,771,759
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-12-31952036255
2013 : SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,554,883
Total unrealized appreciation/depreciation of assets2013-12-31$5,554,883
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$299,175
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$211,475
Total income from all sources (including contributions)2013-12-31$15,959,423
Total loss/gain on sale of assets2013-12-31$408,845
Total of all expenses incurred2013-12-31$8,426,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,632,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$88,705
Value of total assets at end of year2013-12-31$120,605,369
Value of total assets at beginning of year2013-12-31$112,984,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$793,369
Total interest from all sources2013-12-31$877,767
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,337,250
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$1,916,492
Administrative expenses professional fees incurred2013-12-31$89,749
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$268,136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$202,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$188,146
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$88,816
Administrative expenses (other) incurred2013-12-31$158,047
Liabilities. Value of operating payables at end of year2013-12-31$111,029
Liabilities. Value of operating payables at beginning of year2013-12-31$122,659
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$7,533,278
Value of net assets at end of year (total assets less liabilities)2013-12-31$120,306,194
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$112,772,916
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$485,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,211,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,919,187
Interest earned on other investments2013-12-31$9,775
Income. Interest from US Government securities2013-12-31$275,727
Income. Interest from corporate debt instruments2013-12-31$591,694
Value of interest in common/collective trusts at end of year2013-12-31$28,906,835
Value of interest in common/collective trusts at beginning of year2013-12-31$23,442,556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$571
Asset value of US Government securities at end of year2013-12-31$18,525,051
Asset value of US Government securities at beginning of year2013-12-31$20,834,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$578,416
Net investment gain or loss from common/collective trusts2013-12-31$6,113,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$88,705
Employer contributions (assets) at end of year2013-12-31$13,885
Employer contributions (assets) at beginning of year2013-12-31$6,444
Income. Dividends from common stock2013-12-31$420,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,632,776
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$11,309,724
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$14,415,215
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$5,088,143
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$6,470,319
Contract administrator fees2013-12-31$60,000
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$28,282,019
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$21,694,201
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
Aggregate proceeds on sale of assets2013-12-31$281,708,410
Aggregate carrying amount (costs) on sale of assets2013-12-31$281,299,565
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-12-31952036255
2012 : SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,334,266
Total unrealized appreciation/depreciation of assets2012-12-31$2,334,266
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$211,475
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,490,422
Total income from all sources (including contributions)2012-12-31$12,483,818
Total loss/gain on sale of assets2012-12-31$3,318,105
Total of all expenses incurred2012-12-31$8,345,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,484,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$83,743
Value of total assets at end of year2012-12-31$112,984,391
Value of total assets at beginning of year2012-12-31$119,125,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$860,749
Total interest from all sources2012-12-31$1,604,060
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$560,900
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$190,335
Administrative expenses professional fees incurred2012-12-31$120,351
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$202,144
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$244,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$88,816
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$10,340,679
Administrative expenses (other) incurred2012-12-31$259,582
Liabilities. Value of operating payables at end of year2012-12-31$122,659
Liabilities. Value of operating payables at beginning of year2012-12-31$149,743
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$4,138,103
Value of net assets at end of year (total assets less liabilities)2012-12-31$112,772,916
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$108,634,813
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$480,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$25,919,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$23,483,940
Income. Interest from US Government securities2012-12-31$560,845
Income. Interest from corporate debt instruments2012-12-31$1,035,328
Value of interest in common/collective trusts at end of year2012-12-31$23,442,556
Value of interest in common/collective trusts at beginning of year2012-12-31$31,233,796
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7,887
Asset value of US Government securities at end of year2012-12-31$20,834,325
Asset value of US Government securities at beginning of year2012-12-31$26,593,382
Net investment gain/loss from pooled separate accounts2012-12-31$2,517,727
Net investment gain or loss from common/collective trusts2012-12-31$2,065,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$83,743
Employer contributions (assets) at end of year2012-12-31$6,444
Employer contributions (assets) at beginning of year2012-12-31$8,057
Income. Dividends from common stock2012-12-31$370,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,484,966
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$14,415,215
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$12,532,175
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$6,470,319
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$3,370,453
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$21,694,201
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$21,658,506
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
Aggregate proceeds on sale of assets2012-12-31$195,542,720
Aggregate carrying amount (costs) on sale of assets2012-12-31$192,224,615
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-12-31952036255
2011 : SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-780,596
Total unrealized appreciation/depreciation of assets2011-12-31$-780,596
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,490,422
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$166,628
Total income from all sources (including contributions)2011-12-31$1,826,305
Total loss/gain on sale of assets2011-12-31$2,238,147
Total of all expenses incurred2011-12-31$8,365,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,463,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$105,092
Value of total assets at end of year2011-12-31$119,125,235
Value of total assets at beginning of year2011-12-31$115,340,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$901,949
Total interest from all sources2011-12-31$1,384,777
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$601,179
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$166,857
Administrative expenses professional fees incurred2011-12-31$111,086
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$244,926
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$222,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$10,340,679
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$267,318
Liabilities. Value of operating payables at end of year2011-12-31$149,743
Liabilities. Value of operating payables at beginning of year2011-12-31$166,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-6,539,489
Value of net assets at end of year (total assets less liabilities)2011-12-31$108,634,813
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$115,174,302
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$523,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$23,483,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,854,945
Income. Interest from US Government securities2011-12-31$553,277
Income. Interest from corporate debt instruments2011-12-31$829,277
Value of interest in common/collective trusts at end of year2011-12-31$31,233,796
Value of interest in common/collective trusts at beginning of year2011-12-31$37,868,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,223
Asset value of US Government securities at end of year2011-12-31$26,593,382
Asset value of US Government securities at beginning of year2011-12-31$24,366,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,597,808
Net investment gain or loss from common/collective trusts2011-12-31$-124,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$105,092
Employer contributions (assets) at end of year2011-12-31$8,057
Employer contributions (assets) at beginning of year2011-12-31$8,161
Income. Dividends from common stock2011-12-31$434,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,463,845
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$12,532,175
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$8,276,871
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$3,370,453
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,309,044
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$21,658,506
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$37,434,082
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
Aggregate proceeds on sale of assets2011-12-31$270,814,979
Aggregate carrying amount (costs) on sale of assets2011-12-31$268,576,832
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2011-12-31952036255
2010 : SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$4,057,132
Total unrealized appreciation/depreciation of assets2010-12-31$4,057,132
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$166,628
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,239,552
Total income from all sources (including contributions)2010-12-31$13,906,656
Total loss/gain on sale of assets2010-12-31$2,267,905
Total of all expenses incurred2010-12-31$8,307,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,302,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$100,191
Value of total assets at end of year2010-12-31$115,340,930
Value of total assets at beginning of year2010-12-31$116,814,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,005,504
Total interest from all sources2010-12-31$1,069,891
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$685,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$131,410
Administrative expenses professional fees incurred2010-12-31$125,457
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$222,555
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$242,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$7,068,364
Administrative expenses (other) incurred2010-12-31$297,237
Liabilities. Value of operating payables at end of year2010-12-31$166,628
Liabilities. Value of operating payables at beginning of year2010-12-31$171,188
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$5,599,100
Value of net assets at end of year (total assets less liabilities)2010-12-31$115,174,302
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$109,575,202
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$582,810
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,854,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,587,579
Income. Interest from US Government securities2010-12-31$428,491
Income. Interest from corporate debt instruments2010-12-31$641,364
Value of interest in common/collective trusts at end of year2010-12-31$37,868,349
Value of interest in common/collective trusts at beginning of year2010-12-31$35,962,087
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$36
Asset value of US Government securities at end of year2010-12-31$24,366,923
Asset value of US Government securities at beginning of year2010-12-31$30,530,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,135,956
Net investment gain or loss from common/collective trusts2010-12-31$4,589,621
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$100,191
Employer contributions (assets) at end of year2010-12-31$8,161
Employer contributions (assets) at beginning of year2010-12-31$13,888
Income. Dividends from common stock2010-12-31$554,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,302,052
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$8,276,871
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,309,044
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$11,184,418
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$37,434,082
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$34,293,291
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$278,049,699
Aggregate carrying amount (costs) on sale of assets2010-12-31$275,781,794
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2010-12-31952036255
2009 : SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-310
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 SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN

2022: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. 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: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. 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: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. 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: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. 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: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. 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: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. 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: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. 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: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SO. CA. ROCK PRODUCTS & READY MIXED CONCRETE INDUSTRIES OPERATING ENG. EMPLOYEES RET. PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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