PACIFIC CREST SECURITIES LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A
401k plan membership statisitcs for PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A
Measure | Date | Value |
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2015: PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 49 |
Total of all active and inactive participants | 2014-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 49 |
Number of participants with account balances | 2014-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 88 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 82 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 17 |
Total of all active and inactive participants | 2013-01-01 | 99 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 99 |
Number of participants with account balances | 2013-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 9 |
2012: PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 82 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 10 |
Total of all active and inactive participants | 2012-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 92 |
Number of participants with account balances | 2012-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 7 |
2011: PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 86 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 12 |
Total of all active and inactive participants | 2011-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 98 |
Number of participants with account balances | 2011-01-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 9 |
2010: PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 70 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 12 |
Total of all active and inactive participants | 2010-01-01 | 82 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 82 |
Number of participants with account balances | 2010-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 6 |
2009: PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 85 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 13 |
Total of all active and inactive participants | 2009-01-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 85 |
Number of participants with account balances | 2009-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 6 |
Measure | Date | Value |
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2015 : PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2015 401k financial data |
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Total income from all sources | 2015-06-30 | $-74,871 |
Expenses. Total of all expenses incurred | 2015-06-30 | $5,646,820 |
Benefits paid (including direct rollovers) | 2015-06-30 | $5,646,772 |
Total plan assets at end of year | 2015-06-30 | $0 |
Total plan assets at beginning of year | 2015-06-30 | $5,721,691 |
Value of fidelity bond covering the plan | 2015-06-30 | $1,000,000 |
Total contributions received or receivable from participants | 2015-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2015-06-30 | $0 |
Other income received | 2015-06-30 | $-74,871 |
Net income (gross income less expenses) | 2015-06-30 | $-5,721,691 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $5,721,691 |
Total contributions received or receivable from employer(s) | 2015-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $48 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
2014 : PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $-715,154 |
Total income from all sources | 2014-12-31 | $1,274,757 |
Expenses. Total of all expenses incurred | 2014-12-31 | $6,944,058 |
Benefits paid (including direct rollovers) | 2014-12-31 | $6,941,788 |
Total plan assets at end of year | 2014-12-31 | $5,721,691 |
Total plan assets at beginning of year | 2014-12-31 | $12,106,146 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $602,144 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $6,929 |
Other income received | 2014-12-31 | $576,449 |
Net income (gross income less expenses) | 2014-12-31 | $-5,669,301 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,721,691 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,106,146 |
Assets. Value of participant loans | 2014-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $316 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $89,235 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,270 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $45,097 |
Total income from all sources | 2013-12-31 | $3,010,511 |
Expenses. Total of all expenses incurred | 2013-12-31 | $29,739 |
Benefits paid (including direct rollovers) | 2013-12-31 | $18,486 |
Total plan assets at end of year | 2013-12-31 | $12,106,146 |
Total plan assets at beginning of year | 2013-12-31 | $9,080,277 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $731,743 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $324,977 |
Other income received | 2013-12-31 | $1,851,088 |
Net income (gross income less expenses) | 2013-12-31 | $2,980,772 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $12,106,146 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,080,277 |
Assets. Value of participant loans | 2013-12-31 | $240,928 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $316 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $102,703 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $11,253 |
2012 : PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $-21,605 |
Total income from all sources | 2012-12-31 | $1,438,270 |
Expenses. Total of all expenses incurred | 2012-12-31 | $698,317 |
Benefits paid (including direct rollovers) | 2012-12-31 | $681,353 |
Total plan assets at end of year | 2012-12-31 | $9,080,277 |
Total plan assets at beginning of year | 2012-12-31 | $8,361,929 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $637,795 |
Other income received | 2012-12-31 | $711,222 |
Net income (gross income less expenses) | 2012-12-31 | $739,953 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $9,080,277 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,361,929 |
Assets. Value of participant loans | 2012-12-31 | $111,102 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $52,586 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $89,253 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $16,964 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $-554,636 |
Total income from all sources | 2011-12-31 | $246,295 |
Expenses. Total of all expenses incurred | 2011-12-31 | $913,566 |
Benefits paid (including direct rollovers) | 2011-12-31 | $900,041 |
Total plan assets at end of year | 2011-12-31 | $8,361,929 |
Total plan assets at beginning of year | 2011-12-31 | $9,583,836 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $632,863 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $32,500 |
Other income received | 2011-12-31 | $-506,424 |
Net income (gross income less expenses) | 2011-12-31 | $-667,271 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,361,929 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,583,836 |
Assets. Value of participant loans | 2011-12-31 | $106,731 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $55,594 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $87,356 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $13,525 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $1,360,015 |
Expenses. Total of all expenses incurred | 2010-12-31 | $397,484 |
Benefits paid (including direct rollovers) | 2010-12-31 | $389,855 |
Total plan assets at end of year | 2010-12-31 | $9,583,836 |
Total plan assets at beginning of year | 2010-12-31 | $8,621,305 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,200,000 |
Total contributions received or receivable from participants | 2010-12-31 | $557,376 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $15,965 |
Other income received | 2010-12-31 | $707,376 |
Net income (gross income less expenses) | 2010-12-31 | $962,531 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $9,583,836 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,621,305 |
Assets. Value of participant loans | 2010-12-31 | $104,074 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $598,213 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $79,298 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $7,629 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2015: PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | Yes |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PACIFIC CREST SECURITIES 401(K) PROFIT SHARING PLAN A 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |