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SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan NameSAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN
Plan identification number 002

SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

SAN MATEO INVESTMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name:SAN MATEO INVESTMENT COMPANY
Employer identification number (EIN):942291567
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01KENT GUSTAFSON
0022018-01-01KENT GUSTAFSON
0022017-01-01KENT GUSTAFSON KENT GUSTAFSON2018-05-30
0022016-01-01KENT GUSTAFSON KENT GUSTAFSON2017-07-13
0022015-01-01KENT GUSTAFSON KENT GUSTAFSON2016-08-31
0022014-01-01KENT GUSTAFSON KENT GUSTAFSON2015-07-17
0022013-01-01KENT GUSTAFSON KENT GUSTAFSON2014-06-18
0022012-01-01KENT GUSTAFSON KENT GUSTAFSON2013-06-12
0022011-01-01KENT GUSTAFSON
0022010-01-01KENT GUSTAFSON
0022009-01-01KENT GUSTAFSON

Plan Statistics for SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN

Measure Date Value
2019: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
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
2018: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0113
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0110
Number of participants with account balances2016-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0110
Number of participants with account balances2015-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0110
Number of participants with account balances2014-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-019
Number of participants with account balances2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-019
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-019
Number of participants with account balances2010-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN

Measure Date Value
2019 : SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-01-31$0
Total plan liabilities at end of year2019-01-31$0
Total plan liabilities at beginning of year2019-01-31$0
Total income from all sources2019-01-31$6,419
Expenses. Total of all expenses incurred2019-01-31$7,378
Benefits paid (including direct rollovers)2019-01-31$7,378
Total plan assets at end of year2019-01-31$0
Total plan assets at beginning of year2019-01-31$959
Value of fidelity bond covering the plan2019-01-31$625,000
Total contributions received or receivable from participants2019-01-31$0
Expenses. Other expenses not covered elsewhere2019-01-31$0
Contributions received from other sources (not participants or employers)2019-01-31$0
Other income received2019-01-31$6,419
Noncash contributions received2019-01-31$0
Net income (gross income less expenses)2019-01-31$-959
Net plan assets at end of year (total assets less liabilities)2019-01-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-01-31$959
Total contributions received or receivable from employer(s)2019-01-31$0
Value of certain deemed distributions of participant loans2019-01-31$0
Value of corrective distributions2019-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-01-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-01-31$0
2018 : SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$9,328
Total income from all sources2018-12-31$153,014
Expenses. Total of all expenses incurred2018-12-31$6,345,096
Benefits paid (including direct rollovers)2018-12-31$6,344,857
Total plan assets at end of year2018-12-31$959
Total plan assets at beginning of year2018-12-31$6,202,369
Value of fidelity bond covering the plan2018-12-31$625,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$153,014
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-6,192,082
Net plan assets at end of year (total assets less liabilities)2018-12-31$959
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,193,041
Assets. Value of assets in partnership/joint-venture interests2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$239
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$9,328
Total plan liabilities at beginning of year2017-12-31$2,364
Total income from all sources2017-12-31$1,023,979
Expenses. Total of all expenses incurred2017-12-31$136,590
Benefits paid (including direct rollovers)2017-12-31$136,446
Total plan assets at end of year2017-12-31$6,202,369
Total plan assets at beginning of year2017-12-31$5,308,016
Value of fidelity bond covering the plan2017-12-31$625,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$915,979
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$887,389
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,193,041
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,305,652
Assets. Value of assets in partnership/joint-venture interests2017-12-31$50,140
Total contributions received or receivable from employer(s)2017-12-31$108,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$144
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$2,364
Total plan liabilities at beginning of year2016-12-31$135
Total income from all sources2016-12-31$499,773
Expenses. Total of all expenses incurred2016-12-31$81,137
Benefits paid (including direct rollovers)2016-12-31$80,945
Total plan assets at end of year2016-12-31$5,308,016
Total plan assets at beginning of year2016-12-31$4,887,151
Value of fidelity bond covering the plan2016-12-31$625,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$499,773
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$418,636
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,305,652
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,887,016
Assets. Value of assets in partnership/joint-venture interests2016-12-31$75,844
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$192
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$135
Total plan liabilities at beginning of year2015-12-31$135
Total income from all sources2015-12-31$74,466
Expenses. Total of all expenses incurred2015-12-31$271,030
Benefits paid (including direct rollovers)2015-12-31$270,808
Total plan assets at end of year2015-12-31$4,887,151
Total plan assets at beginning of year2015-12-31$5,083,715
Value of fidelity bond covering the plan2015-12-31$625,000
Total contributions received or receivable from participants2015-12-31$0
Assets. Value of loans (other than to participants)2015-12-31$41,587
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-47,385
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-196,564
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,887,016
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,083,580
Assets. Value of assets in partnership/joint-venture interests2015-12-31$118,620
Total contributions received or receivable from employer(s)2015-12-31$121,851
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$222
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$135
Total plan liabilities at beginning of year2014-12-31$135
Total income from all sources2014-12-31$445,379
Expenses. Total of all expenses incurred2014-12-31$71,662
Benefits paid (including direct rollovers)2014-12-31$71,528
Total plan assets at end of year2014-12-31$5,083,715
Total plan assets at beginning of year2014-12-31$4,709,998
Value of fidelity bond covering the plan2014-12-31$625,000
Total contributions received or receivable from participants2014-12-31$0
Assets. Value of loans (other than to participants)2014-12-31$41,587
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$319,444
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$373,717
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,083,580
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,709,863
Assets. Value of assets in partnership/joint-venture interests2014-12-31$191,186
Total contributions received or receivable from employer(s)2014-12-31$125,935
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$134
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$135
Total plan liabilities at beginning of year2013-12-31$205
Total income from all sources2013-12-31$875,736
Expenses. Total of all expenses incurred2013-12-31$59,859
Benefits paid (including direct rollovers)2013-12-31$59,759
Total plan assets at end of year2013-12-31$4,709,998
Total plan assets at beginning of year2013-12-31$3,894,191
Value of fidelity bond covering the plan2013-12-31$625,000
Total contributions received or receivable from participants2013-12-31$0
Assets. Value of loans (other than to participants)2013-12-31$127,252
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$755,244
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$815,877
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,709,863
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,893,986
Assets. Value of assets in partnership/joint-venture interests2013-12-31$199,697
Total contributions received or receivable from employer(s)2013-12-31$120,492
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$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$205
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$442,727
Expenses. Total of all expenses incurred2012-12-31$86,702
Benefits paid (including direct rollovers)2012-12-31$86,602
Total plan assets at end of year2012-12-31$3,894,191
Total plan assets at beginning of year2012-12-31$3,537,961
Value of fidelity bond covering the plan2012-12-31$625,000
Total contributions received or receivable from participants2012-12-31$0
Assets. Value of loans (other than to participants)2012-12-31$149,197
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$331,084
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$356,025
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,893,986
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,537,961
Assets. Value of assets in partnership/joint-venture interests2012-12-31$202,072
Total contributions received or receivable from employer(s)2012-12-31$111,643
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$70,720
Expenses. Total of all expenses incurred2011-12-31$55,282
Benefits paid (including direct rollovers)2011-12-31$55,207
Total plan assets at end of year2011-12-31$3,537,961
Total plan assets at beginning of year2011-12-31$3,522,523
Value of fidelity bond covering the plan2011-12-31$625,000
Total contributions received or receivable from participants2011-12-31$0
Assets. Value of loans (other than to participants)2011-12-31$70,392
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-42,926
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$15,438
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,537,961
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,522,523
Assets. Value of assets in partnership/joint-venture interests2011-12-31$229,108
Total contributions received or receivable from employer(s)2011-12-31$113,646
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$349,969
Expenses. Total of all expenses incurred2010-12-31$51,503
Benefits paid (including direct rollovers)2010-12-31$51,428
Total plan assets at end of year2010-12-31$3,522,523
Total plan assets at beginning of year2010-12-31$3,224,057
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
Assets. Value of loans (other than to participants)2010-12-31$84,751
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$233,194
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$298,466
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,522,523
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,224,057
Assets. Value of assets in partnership/joint-venture interests2010-12-31$241,281
Total contributions received or receivable from employer(s)2010-12-31$116,775
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2009 401k financial data
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 SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN

2019: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle 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 planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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 planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle 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 planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 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: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SAN MATEO INVESTMENT COMPANY PROFIT SHARING PLAN 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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