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SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameSOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHERN CALIFORNIA TELEPHONE has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN CALIFORNIA TELEPHONE
Employer identification number (EIN):721601993
NAIC Classification:517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEPHANIE TREVETHAN2024-07-23
0012022-01-01STEPHANIE TREVETHAN2023-07-11
0012021-01-01STEPHANIE TREVETHAN2022-06-07
0012020-01-01STEPHANIE TREVETHAN2021-07-13
0012019-01-01STEPHANIE MOREAU2020-07-22
0012018-01-01STEPHANIE MOREAU2019-06-10
0012017-01-01STEPHANIE MOREAU2018-06-15
0012017-01-01STEPHANIE MOREAU2018-06-28
0012016-01-01STEPHANIE MOREAU2017-07-21
0012015-01-01KRISTINE MICHAELS2016-07-30 GREG MICHAELS2016-07-30
0012014-01-01KRISTINE MICHAELS2015-07-10 GREG MICHAELS2015-07-10
0012013-01-01KRISTINE MICHAELS GREG MICHAELS2014-06-18
0012012-01-01GREG MICHAELS KRISTINE MICHAELS2013-06-17
0012011-01-01KRISTINE MICHAELS
0012010-01-01KRISTINE MICHAELS GREG MICHAELS2012-03-07
0012009-01-01KRISTINE MICHAELS KRISTINE MICHAELS2010-10-15

Plan Statistics for SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-06-2639
Total number of particpants at end of year2025-06-2631
Number of Participants With Account Balances2025-06-2630
2024: SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-2329
Total number of particpants at end of year2024-07-2337
Number of Participants With Account Balances2024-07-2336
2022: SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-0752
Total number of particpants at end of year2022-06-0747
Number of Participants With Account Balances2022-06-0738
2013: SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0131
Total number of active participants reported on line 7a of the Form 55002013-01-0138
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0141
Number of participants with account balances2013-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-010
Total number of active participants reported on line 7a of the Form 55002012-01-0128
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0131
Number of participants with account balances2012-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0130
Total number of active participants reported on line 7a of the Form 55002011-01-0130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0130
Number of participants with account balances2011-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0132
Total number of active participants reported on line 7a of the Form 55002010-01-0127
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0127
Number of participants with account balances2010-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0133
Total number of active participants reported on line 7a of the Form 55002009-01-0125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0128
Number of participants with account balances2009-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-2625240
Net assets as of the end of the plan year2025-06-261423353
Total assets as of the beginning of the plan year2025-06-261121664
Value of plan covered by a fidelity bond2025-06-26113000
Participant contributions to plan in this plan year2025-06-2697505
Value of participant loans at end of plan year2025-06-266527
Other income to plan in this plan year2025-06-26214328
Plan net income in this plan year2025-06-26301689
Net assets as of the end of the plan year2025-06-261423353
Net assets as of the beginning of the plan year2025-06-261121664
Employer contributions to plan in this plan year2025-06-2615096
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-268546
2024 : SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-238737
Net assets as of the end of the plan year2024-07-231121664
Total assets as of the beginning of the plan year2024-07-23837072
Value of plan covered by a fidelity bond2024-07-2384000
Participant contributions to plan in this plan year2024-07-2392073
Value of participant loans at end of plan year2024-07-237474
Other income to plan in this plan year2024-07-23189679
Plan net income in this plan year2024-07-23284592
Net assets as of the end of the plan year2024-07-231121664
Net assets as of the beginning of the plan year2024-07-23837072
Employer contributions to plan in this plan year2024-07-2311577
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-236374
2022 : SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-0720462
Net assets as of the end of the plan year2022-06-071037412
Total assets as of the beginning of the plan year2022-06-07843256
Value of plan covered by a fidelity bond2022-06-0785000
Participant contributions to plan in this plan year2022-06-0765939
Value of participant loans at end of plan year2022-06-0734302
Other income to plan in this plan year2022-06-07140130
Plan net income in this plan year2022-06-07194156
Net assets as of the end of the plan year2022-06-071037412
Net assets as of the beginning of the plan year2022-06-07843256
Employer contributions to plan in this plan year2022-06-078549
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-07103
2013 : SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$113,063
Expenses. Total of all expenses incurred2013-12-31$38,093
Benefits paid (including direct rollovers)2013-12-31$37,163
Total plan assets at end of year2013-12-31$303,195
Total plan assets at beginning of year2013-12-31$228,225
Value of fidelity bond covering the plan2013-12-31$0
Total contributions received or receivable from participants2013-12-31$25,302
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$1,669
Other income received2013-12-31$19,299
Net income (gross income less expenses)2013-12-31$74,970
Net plan assets at end of year (total assets less liabilities)2013-12-31$303,195
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$228,225
Assets. Value of participant loans2013-12-31$12,712
Total contributions received or receivable from employer(s)2013-12-31$66,793
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$930
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$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
2012 : SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$55,517
Expenses. Total of all expenses incurred2012-12-31$4,892
Benefits paid (including direct rollovers)2012-12-31$2,632
Total plan assets at end of year2012-12-31$228,225
Total plan assets at beginning of year2012-12-31$177,600
Value of fidelity bond covering the plan2012-12-31$5,000
Total contributions received or receivable from participants2012-12-31$23,884
Expenses. Other expenses not covered elsewhere2012-12-31$280
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$22,297
Net income (gross income less expenses)2012-12-31$50,625
Net plan assets at end of year (total assets less liabilities)2012-12-31$228,225
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$177,600
Assets. Value of participant loans2012-12-31$20,462
Total contributions received or receivable from employer(s)2012-12-31$9,336
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$1,980
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
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
2011 : SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$25,737
Expenses. Total of all expenses incurred2011-12-31$7,255
Benefits paid (including direct rollovers)2011-12-31$5,842
Total plan assets at end of year2011-12-31$177,600
Total plan assets at beginning of year2011-12-31$159,118
Value of fidelity bond covering the plan2011-12-31$5,000
Total contributions received or receivable from participants2011-12-31$20,623
Expenses. Other expenses not covered elsewhere2011-12-31$70
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-3,558
Net income (gross income less expenses)2011-12-31$18,482
Net plan assets at end of year (total assets less liabilities)2011-12-31$177,600
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$159,118
Assets. Value of participant loans2011-12-31$12,300
Total contributions received or receivable from employer(s)2011-12-31$8,672
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$1,343
Funding deficiency by the employer to the plan for this plan year2011-12-31$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
2010 : SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$41,942
Expenses. Total of all expenses incurred2010-12-31$10,823
Benefits paid (including direct rollovers)2010-12-31$10,613
Total plan assets at end of year2010-12-31$159,118
Total plan assets at beginning of year2010-12-31$127,999
Value of fidelity bond covering the plan2010-12-31$5,000
Total contributions received or receivable from participants2010-12-31$22,150
Expenses. Other expenses not covered elsewhere2010-12-31$210
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$11,804
Net income (gross income less expenses)2010-12-31$31,119
Net plan assets at end of year (total assets less liabilities)2010-12-31$159,118
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$127,999
Assets. Value of participant loans2010-12-31$14,320
Total contributions received or receivable from employer(s)2010-12-31$7,988
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST

2013: SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: SOUTHERN CALIFORNIA TELEPHONE 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-024747
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-024747
Policy instance 1

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