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Plan Name | SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | S.B.C.C., INC. |
Employer identification number (EIN): | 770336472 |
NAIC Classification: | 236200 |
Additional information about S.B.C.C., INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1993-03-29 |
Company Identification Number: | C1828197 |
Legal Registered Office Address: |
1711 Dell Ave. Campbell United States of America (USA) 95008 |
More information about S.B.C.C., INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | JERRI KROEN | 2023-10-15 | JERRI KROEN | 2023-10-15 |
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | DONNA CANO | DONNA CANO | 2019-02-05 | |
001 | 2016-01-01 | DONNA CANO | 2017-10-13 | DONNA CANO | 2017-10-13 |
001 | 2015-01-01 | DONNA CANO | 2016-09-28 | ||
001 | 2014-01-01 | KAREN SEWARD | 2015-05-28 | ||
001 | 2013-01-01 | KAREN SEWARD | 2014-06-26 | ||
001 | 2012-01-01 | KAREN SEWARD | 2013-07-26 | ||
001 | 2011-01-01 | KAREN SEWARD | 2012-06-11 | RICHARD FURTADO | 2012-06-11 |
001 | 2010-01-01 | KAREN SEWARD | 2011-07-20 | RICHARD FURTADO | 2011-07-20 |
Measure | Date | Value |
---|---|---|
2022: SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 24 |
Total of all active and inactive participants | 2022-01-01 | 115 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 115 |
Number of participants with account balances | 2022-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
2021: SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 27 |
Total of all active and inactive participants | 2021-01-01 | 114 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 115 |
Number of participants with account balances | 2021-01-01 | 115 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
2020: SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 120 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 89 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 22 |
Total of all active and inactive participants | 2020-01-01 | 119 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 119 |
Number of participants with account balances | 2020-01-01 | 115 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 85 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 25 |
Total of all active and inactive participants | 2019-01-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 118 |
Number of participants with account balances | 2019-01-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 13 |
2018: SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 101 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 23 |
Total of all active and inactive participants | 2018-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 138 |
Number of participants with account balances | 2018-01-01 | 138 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 6 |
2017: SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 115 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 13 |
Total of all active and inactive participants | 2017-01-01 | 135 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 135 |
Number of participants with account balances | 2017-01-01 | 127 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 12 |
Measure | Date | Value |
---|---|---|
2022 : SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-6,308,010 |
Total loss/gain on sale of assets | 2022-12-31 | $-893,458 |
Total of all expenses incurred | 2022-12-31 | $1,982,510 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,855,276 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,393,922 |
Value of total assets at end of year | 2022-12-31 | $10,207,483 |
Value of total assets at beginning of year | 2022-12-31 | $18,498,003 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $127,234 |
Total interest from all sources | 2022-12-31 | $15,601 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $44,324 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $44,324 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $866,827 |
Participant contributions at end of year | 2022-12-31 | $269,811 |
Participant contributions at beginning of year | 2022-12-31 | $249,802 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $16,490 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-8,290,520 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $10,207,483 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $18,498,003 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $93,477 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,047,890 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,349,159 |
Interest on participant loans | 2022-12-31 | $15,601 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $8,889,782 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $16,899,042 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-217,581 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-6,650,818 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $510,605 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,855,276 |
Contract administrator fees | 2022-12-31 | $33,757 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $893,458 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BPM LLC |
Accountancy firm EIN | 2022-12-31 | 814234542 |
2021 : SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $689,690 |
Total loss/gain on sale of assets | 2021-12-31 | $154,113 |
Total of all expenses incurred | 2021-12-31 | $1,221,480 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,060,319 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,177,655 |
Value of total assets at end of year | 2021-12-31 | $18,498,003 |
Value of total assets at beginning of year | 2021-12-31 | $19,029,793 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $161,161 |
Total interest from all sources | 2021-12-31 | $11,598 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $79,710 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $79,710 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $696,869 |
Participant contributions at end of year | 2021-12-31 | $249,802 |
Participant contributions at beginning of year | 2021-12-31 | $193,673 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $21,754 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-531,790 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $18,498,003 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $19,029,793 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $122,003 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,349,159 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $979,849 |
Interest on participant loans | 2021-12-31 | $11,598 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $16,899,042 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $17,856,271 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $98,855 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $-832,241 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $459,032 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,060,319 |
Contract administrator fees | 2021-12-31 | $39,158 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $154,113 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BPM LLC |
Accountancy firm EIN | 2021-12-31 | 814234542 |
2020 : SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $8,702,127 |
Total loss/gain on sale of assets | 2020-12-31 | $192,913 |
Total of all expenses incurred | 2020-12-31 | $1,318,368 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,201,180 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,383,447 |
Value of total assets at end of year | 2020-12-31 | $19,029,793 |
Value of total assets at beginning of year | 2020-12-31 | $11,646,034 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $117,188 |
Total interest from all sources | 2020-12-31 | $8,745 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $39,324 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $39,324 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $693,826 |
Participant contributions at end of year | 2020-12-31 | $193,673 |
Participant contributions at beginning of year | 2020-12-31 | $93,606 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $7,383,759 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $19,029,793 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,646,034 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $85,042 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $979,849 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $791,426 |
Interest on participant loans | 2020-12-31 | $8,745 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $17,856,271 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $10,761,002 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $133,777 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $6,943,921 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $689,621 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,201,180 |
Contract administrator fees | 2020-12-31 | $32,146 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $192,913 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BPM LLP |
Accountancy firm EIN | 2020-12-31 | 814234542 |
2019 : SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $4,111,285 |
Total loss/gain on sale of assets | 2019-12-31 | $280,271 |
Total of all expenses incurred | 2019-12-31 | $1,454,884 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,351,118 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,584,572 |
Value of total assets at end of year | 2019-12-31 | $11,646,034 |
Value of total assets at beginning of year | 2019-12-31 | $8,989,633 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $103,766 |
Total interest from all sources | 2019-12-31 | $5,363 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $24,631 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $24,631 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $800,668 |
Participant contributions at end of year | 2019-12-31 | $93,606 |
Participant contributions at beginning of year | 2019-12-31 | $115,278 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $52,479 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,656,401 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,646,034 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,989,633 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $72,937 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $791,426 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $505,938 |
Interest on participant loans | 2019-12-31 | $5,363 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $10,761,002 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $8,368,417 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $102,074 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $2,114,374 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $731,425 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,351,118 |
Contract administrator fees | 2019-12-31 | $30,829 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $280,271 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BPM LLP |
Accountancy firm EIN | 2019-12-31 | 814234542 |
2018 : SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $586,034 |
Total loss/gain on sale of assets | 2018-12-31 | $23,777 |
Total of all expenses incurred | 2018-12-31 | $688,276 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $592,229 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,486,211 |
Value of total assets at end of year | 2018-12-31 | $8,989,633 |
Value of total assets at beginning of year | 2018-12-31 | $9,091,875 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $96,047 |
Total interest from all sources | 2018-12-31 | $2,559 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $21,901 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $21,901 |
Administrative expenses professional fees incurred | 2018-12-31 | $27,308 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $753,254 |
Participant contributions at end of year | 2018-12-31 | $115,278 |
Participant contributions at beginning of year | 2018-12-31 | $33,301 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $54,279 |
Other income not declared elsewhere | 2018-12-31 | $-32,720 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-102,242 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,989,633 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,091,875 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $68,739 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $505,938 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $395,288 |
Interest on participant loans | 2018-12-31 | $2,559 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $8,368,417 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $8,663,286 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-68,622 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-847,072 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $678,678 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $592,229 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $23,777 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BPM LLP |
Accountancy firm EIN | 2018-12-31 | 814234542 |
2017 : SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,604,593 |
Total loss/gain on sale of assets | 2017-12-31 | $27,029 |
Total of all expenses incurred | 2017-12-31 | $236,685 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $138,962 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,320,132 |
Value of total assets at end of year | 2017-12-31 | $9,091,875 |
Value of total assets at beginning of year | 2017-12-31 | $6,723,967 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $97,723 |
Total interest from all sources | 2017-12-31 | $2,369 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $12,440 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $12,440 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $275,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $766,176 |
Participant contributions at end of year | 2017-12-31 | $33,301 |
Participant contributions at beginning of year | 2017-12-31 | $41,932 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $16,897 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,367,908 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,091,875 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,723,967 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $58,895 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $395,288 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $222,702 |
Interest on participant loans | 2017-12-31 | $2,369 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $8,663,286 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $6,459,333 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $48,850 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,193,773 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $537,059 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $138,962 |
Contract administrator fees | 2017-12-31 | $38,828 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $27,029 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BPM LLP |
Accountancy firm EIN | 2017-12-31 | 814234542 |
2022: SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |