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SOUTHERN CALIFORNIA IBEW-NECA MANAGEMENT 401 (K) PLAN 401k Plan overview

Plan NameSOUTHERN CALIFORNIA IBEW-NECA MANAGEMENT 401 (K) PLAN
Plan identification number 001

SOUTHERN CALIFORNIA IBEW-NECA MANAGEMENT 401 (K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SO CA NECA ADMIN CORP has sponsored the creation of one or more 401k plans.

Company Name:SO CA NECA ADMIN CORP
Employer identification number (EIN):800135022
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA IBEW-NECA MANAGEMENT 401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DARRIC SORKO-RAM2024-06-21
0012022-01-01DARRIC SORKO-RAM2023-06-22
0012021-01-01JOANNE M. KELLER2022-07-21
0012021-01-01JOANNE M. KELLER2022-07-20
0012020-01-01JOANNE M. KELLER2021-07-27
0012019-01-01JOANNE KELLER2020-07-29
0012018-01-01JOANNE KELLER2019-07-22
0012017-01-01JOANNE KELLER2018-07-17
0012016-01-01JOANNE KELLER2017-07-18
0012015-01-01JOANNE KELLER2016-07-07
0012014-01-01JOANNE KELLER2015-07-08
0012013-01-01JOANNE KELLER2014-07-10
0012012-01-01GEORGE WALLACE2013-07-10
0012011-01-01GEORGE WALLACE2012-07-12
0012010-01-01GEORGE WALLACE2011-07-20

Financial Data on SOUTHERN CALIFORNIA IBEW-NECA MANAGEMENT 401 (K) PLAN

Measure Date Value
2025 : SOUTHERN CALIFORNIA IBEW-NECA MANAGEMENT 401 (K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-100
Total liabilities as of the end of the plan year2025-07-100
Total liabilities as of the beginning of the plan year2025-07-100
Total expenses incurred by plan in this plan year2025-07-1021789
Net assets as of the end of the plan year2025-07-103321498
Total assets as of the beginning of the plan year2025-07-102710845
Value of plan covered by a fidelity bond2025-07-102000000
Participant contributions to plan in this plan year2025-07-10241224
Other expenses paid from plan in this plan year2025-07-100
Other contributions to plan in this plan year2025-07-100
Other income to plan in this plan year2025-07-10391218
Plan net income in this plan year2025-07-10610653
Net assets as of the end of the plan year2025-07-103321498
Net assets as of the beginning of the plan year2025-07-102710845
Employer contributions to plan in this plan year2025-07-100
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-10210
2024 : SOUTHERN CALIFORNIA IBEW-NECA MANAGEMENT 401 (K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-210
Total liabilities as of the end of the plan year2024-06-210
Total liabilities as of the beginning of the plan year2024-06-210
Total expenses incurred by plan in this plan year2024-06-21797388
Net assets as of the end of the plan year2024-06-212710845
Total assets as of the beginning of the plan year2024-06-212749124
Value of plan covered by a fidelity bond2024-06-212000000
Participant contributions to plan in this plan year2024-06-21236260
Other expenses paid from plan in this plan year2024-06-210
Other contributions to plan in this plan year2024-06-210
Other income to plan in this plan year2024-06-21522849
Plan net income in this plan year2024-06-21-38279
Net assets as of the end of the plan year2024-06-212710845
Net assets as of the beginning of the plan year2024-06-212749124
Employer contributions to plan in this plan year2024-06-210
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-21150

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