401k Plan data: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN plan

NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan Name	NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN
Plan identification number	002

NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

NOR-CAL CONTROLS, INC. has sponsored the creation of one or more 401k plans.

Company Name: NOR-CAL CONTROLS, INC.

Employer identification number (EIN): 942906790

NAIC Classification: 423600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-04-01 JAMES MUTSCHLER
002 2023-04-01
002 2023-04-01 JAMES MUTSCHLER
002 2022-04-01
002 2022-04-01 JAMES MUTSCHLER
002 2021-04-01
002 2021-04-01 JAMES MUTSCHLER
002 2020-04-01
002 2019-04-01
002 2018-04-01 JAMES MUTSCHLER
002 2017-04-01 JAMES MUTSCHLER
002 2016-04-01 JAMES MUTSCHLER
002 2015-04-01 JAMES MUTSCHLER
002 2014-04-01 JAMES MUTSCHLER
002 2013-04-01 ROBERT KELLER 2014-08-07 ROBERT KELLER 2014-08-07
002 2012-04-01 ROBERT KELLER 2014-01-02 ROBERT KELLER 2014-01-02
002 2011-04-01 ROBERT KELLER 2013-01-07
002 2010-04-01 ROBERT KELLER 2012-01-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2024-04-01	JAMES MUTSCHLER
002	2023-04-01
002	2023-04-01	JAMES MUTSCHLER
002	2022-04-01
002	2022-04-01	JAMES MUTSCHLER
002	2021-04-01
002	2021-04-01	JAMES MUTSCHLER
002	2020-04-01
002	2019-04-01
002	2018-04-01	JAMES MUTSCHLER
002	2017-04-01	JAMES MUTSCHLER
002	2016-04-01	JAMES MUTSCHLER
002	2015-04-01	JAMES MUTSCHLER
002	2014-04-01	JAMES MUTSCHLER
002	2013-04-01	ROBERT KELLER	2014-08-07	ROBERT KELLER	2014-08-07
002	2012-04-01	ROBERT KELLER	2014-01-02	ROBERT KELLER	2014-01-02
002	2011-04-01	ROBERT KELLER	2013-01-07
002	2010-04-01	ROBERT KELLER	2012-01-09

Plan Statistics for NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2023: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-04-01 23
Total number of active participants reported on line 7a of the Form 5500 2023-04-01 14
Number of retired or separated participants receiving benefits 2023-04-01 1
Number of other retired or separated participants entitled to future benefits 2023-04-01 6
Total of all active and inactive participants 2023-04-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-04-01 0
Total participants 2023-04-01 21
Number of participants with account balances 2023-04-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-04-01 0
2022: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-04-01 21
Total number of active participants reported on line 7a of the Form 5500 2022-04-01 15
Number of retired or separated participants receiving benefits 2022-04-01 1
Number of other retired or separated participants entitled to future benefits 2022-04-01 6
Total of all active and inactive participants 2022-04-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-04-01 1
Total participants 2022-04-01 23
Number of participants with account balances 2022-04-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-04-01 0
2021: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-04-01 24
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 15
Number of retired or separated participants receiving benefits 2021-04-01 1
Number of other retired or separated participants entitled to future benefits 2021-04-01 4
Total of all active and inactive participants 2021-04-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-04-01 1
Total participants 2021-04-01 21
Number of participants with account balances 2021-04-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-04-01 0
2020: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 23
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 18
Number of retired or separated participants receiving benefits 2020-04-01 1
Number of other retired or separated participants entitled to future benefits 2020-04-01 5
Total of all active and inactive participants 2020-04-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 24
Number of participants with account balances 2020-04-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 0
2019: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 22
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 18
Number of retired or separated participants receiving benefits 2019-04-01 1
Number of other retired or separated participants entitled to future benefits 2019-04-01 4
Total of all active and inactive participants 2019-04-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 23
Number of participants with account balances 2019-04-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 0
2018: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 22
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 18
Number of retired or separated participants receiving benefits 2018-04-01 1
Number of other retired or separated participants entitled to future benefits 2018-04-01 3
Total of all active and inactive participants 2018-04-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 22
Number of participants with account balances 2018-04-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 0
2017: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 23
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 18
Number of retired or separated participants receiving benefits 2017-04-01 1
Number of other retired or separated participants entitled to future benefits 2017-04-01 3
Total of all active and inactive participants 2017-04-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 22
Number of participants with account balances 2017-04-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 0
2016: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 25
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 20
Number of retired or separated participants receiving benefits 2016-04-01 1
Number of other retired or separated participants entitled to future benefits 2016-04-01 2
Total of all active and inactive participants 2016-04-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 23
Number of participants with account balances 2016-04-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 0
2015: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 26
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 22
Number of retired or separated participants receiving benefits 2015-04-01 0
Number of other retired or separated participants entitled to future benefits 2015-04-01 3
Total of all active and inactive participants 2015-04-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 25
Number of participants with account balances 2015-04-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 0
2014: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 24
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 23
Number of retired or separated participants receiving benefits 2014-04-01 1
Number of other retired or separated participants entitled to future benefits 2014-04-01 2
Total of all active and inactive participants 2014-04-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 0
Total participants 2014-04-01 26
Number of participants with account balances 2014-04-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 0

Measure	Date	Value
2023: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-04-01	23
Total number of active participants reported on line 7a of the Form 5500	2023-04-01	14
Number of retired or separated participants receiving benefits	2023-04-01	1
Number of other retired or separated participants entitled to future benefits	2023-04-01	6
Total of all active and inactive participants	2023-04-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-04-01	0
Total participants	2023-04-01	21
Number of participants with account balances	2023-04-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-04-01	0
2022: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-04-01	21
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	15
Number of retired or separated participants receiving benefits	2022-04-01	1
Number of other retired or separated participants entitled to future benefits	2022-04-01	6
Total of all active and inactive participants	2022-04-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-04-01	1
Total participants	2022-04-01	23
Number of participants with account balances	2022-04-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-04-01	0
2021: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-04-01	24
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	15
Number of retired or separated participants receiving benefits	2021-04-01	1
Number of other retired or separated participants entitled to future benefits	2021-04-01	4
Total of all active and inactive participants	2021-04-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	1
Total participants	2021-04-01	21
Number of participants with account balances	2021-04-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-04-01	0
2020: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	23
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	18
Number of retired or separated participants receiving benefits	2020-04-01	1
Number of other retired or separated participants entitled to future benefits	2020-04-01	5
Total of all active and inactive participants	2020-04-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	24
Number of participants with account balances	2020-04-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	0
2019: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	22
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	18
Number of retired or separated participants receiving benefits	2019-04-01	1
Number of other retired or separated participants entitled to future benefits	2019-04-01	4
Total of all active and inactive participants	2019-04-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	23
Number of participants with account balances	2019-04-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	0
2018: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	22
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	18
Number of retired or separated participants receiving benefits	2018-04-01	1
Number of other retired or separated participants entitled to future benefits	2018-04-01	3
Total of all active and inactive participants	2018-04-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	22
Number of participants with account balances	2018-04-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	0
2017: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	23
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	18
Number of retired or separated participants receiving benefits	2017-04-01	1
Number of other retired or separated participants entitled to future benefits	2017-04-01	3
Total of all active and inactive participants	2017-04-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	22
Number of participants with account balances	2017-04-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	0
2016: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	25
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	20
Number of retired or separated participants receiving benefits	2016-04-01	1
Number of other retired or separated participants entitled to future benefits	2016-04-01	2
Total of all active and inactive participants	2016-04-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	23
Number of participants with account balances	2016-04-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	0
2015: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	26
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	22
Number of retired or separated participants receiving benefits	2015-04-01	0
Number of other retired or separated participants entitled to future benefits	2015-04-01	3
Total of all active and inactive participants	2015-04-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	25
Number of participants with account balances	2015-04-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	0
2014: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	24
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	23
Number of retired or separated participants receiving benefits	2014-04-01	1
Number of other retired or separated participants entitled to future benefits	2014-04-01	2
Total of all active and inactive participants	2014-04-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	0
Total participants	2014-04-01	26
Number of participants with account balances	2014-04-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	0

Financial Data on NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN

Measure	Date	Value
2024 : NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2024 401k financial data
Transfers to/from the plan	2024-03-31	$0
Total plan liabilities at end of year	2024-03-31	$0
Total plan liabilities at beginning of year	2024-03-31	$0
Total income from all sources	2024-03-31	$682,070
Expenses. Total of all expenses incurred	2024-03-31	$622,734
Benefits paid (including direct rollovers)	2024-03-31	$622,440
Total plan assets at end of year	2024-03-31	$5,615,272
Total plan assets at beginning of year	2024-03-31	$5,555,936
Value of fidelity bond covering the plan	2024-03-31	$400,000
Assets. Value of tangible personal property	2024-03-31	$0
Total contributions received or receivable from participants	2024-03-31	$95,565
Assets. Value of loans (other than to participants)	2024-03-31	$0
Expenses. Other expenses not covered elsewhere	2024-03-31	$0
Contributions received from other sources (not participants or employers)	2024-03-31	$0
Other income received	2024-03-31	$523,444
Noncash contributions received	2024-03-31	$0
Net income (gross income less expenses)	2024-03-31	$59,336
Net plan assets at end of year (total assets less liabilities)	2024-03-31	$5,615,272
Net plan assets at beginning of year (total assets less liabilities)	2024-03-31	$5,555,936
Assets. Value of participant loans	2024-03-31	$57,935
Assets. Value of assets in partnership/joint-venture interests	2024-03-31	$0
Assets. Value of real-estate (other than employer real property)	2024-03-31	$0
Assets. Value of employer securities	2024-03-31	$0
Assets. Value of employer real property	2024-03-31	$0
Total contributions received or receivable from employer(s)	2024-03-31	$63,061
Value of certain deemed distributions of participant loans	2024-03-31	$0
Value of corrective distributions	2024-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2024-03-31	$294
2023 : NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan	2023-03-31	$0
Total plan liabilities at end of year	2023-03-31	$0
Total plan liabilities at beginning of year	2023-03-31	$0
Total income from all sources	2023-03-31	$-114,741
Expenses. Total of all expenses incurred	2023-03-31	$110,460
Benefits paid (including direct rollovers)	2023-03-31	$110,272
Total plan assets at end of year	2023-03-31	$5,555,936
Total plan assets at beginning of year	2023-03-31	$5,781,137
Value of fidelity bond covering the plan	2023-03-31	$400,000
Assets. Value of tangible personal property	2023-03-31	$0
Total contributions received or receivable from participants	2023-03-31	$94,770
Assets. Value of loans (other than to participants)	2023-03-31	$0
Expenses. Other expenses not covered elsewhere	2023-03-31	$0
Contributions received from other sources (not participants or employers)	2023-03-31	$0
Other income received	2023-03-31	$-263,431
Noncash contributions received	2023-03-31	$0
Net income (gross income less expenses)	2023-03-31	$-225,201
Net plan assets at end of year (total assets less liabilities)	2023-03-31	$5,555,936
Net plan assets at beginning of year (total assets less liabilities)	2023-03-31	$5,781,137
Assets. Value of participant loans	2023-03-31	$950
Assets. Value of assets in partnership/joint-venture interests	2023-03-31	$0
Assets. Value of real-estate (other than employer real property)	2023-03-31	$0
Assets. Value of employer securities	2023-03-31	$0
Assets. Value of employer real property	2023-03-31	$0
Total contributions received or receivable from employer(s)	2023-03-31	$53,920
Value of certain deemed distributions of participant loans	2023-03-31	$0
Value of corrective distributions	2023-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-03-31	$188
2022 : NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-03-31	$0
Total plan liabilities at end of year	2022-03-31	$0
Total plan liabilities at beginning of year	2022-03-31	$0
Total income from all sources	2022-03-31	$252,621
Expenses. Total of all expenses incurred	2022-03-31	$135,283
Benefits paid (including direct rollovers)	2022-03-31	$135,095
Total plan assets at end of year	2022-03-31	$5,781,137
Total plan assets at beginning of year	2022-03-31	$5,663,799
Value of fidelity bond covering the plan	2022-03-31	$400,000
Assets. Value of tangible personal property	2022-03-31	$0
Total contributions received or receivable from participants	2022-03-31	$97,740
Assets. Value of loans (other than to participants)	2022-03-31	$0
Expenses. Other expenses not covered elsewhere	2022-03-31	$0
Contributions received from other sources (not participants or employers)	2022-03-31	$0
Other income received	2022-03-31	$98,319
Noncash contributions received	2022-03-31	$0
Net income (gross income less expenses)	2022-03-31	$117,338
Net plan assets at end of year (total assets less liabilities)	2022-03-31	$5,781,137
Net plan assets at beginning of year (total assets less liabilities)	2022-03-31	$5,663,799
Assets. Value of participant loans	2022-03-31	$12,027
Assets. Value of assets in partnership/joint-venture interests	2022-03-31	$0
Assets. Value of real-estate (other than employer real property)	2022-03-31	$0
Assets. Value of employer securities	2022-03-31	$0
Assets. Value of employer real property	2022-03-31	$0
Total contributions received or receivable from employer(s)	2022-03-31	$56,562
Value of certain deemed distributions of participant loans	2022-03-31	$0
Value of corrective distributions	2022-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-03-31	$188
2021 : NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-03-31	$0
Total plan liabilities at end of year	2021-03-31	$0
Total plan liabilities at beginning of year	2021-03-31	$0
Total income from all sources	2021-03-31	$1,209,135
Expenses. Total of all expenses incurred	2021-03-31	$12,781
Benefits paid (including direct rollovers)	2021-03-31	$12,693
Total plan assets at end of year	2021-03-31	$5,663,799
Total plan assets at beginning of year	2021-03-31	$4,467,445
Value of fidelity bond covering the plan	2021-03-31	$400,000
Assets. Value of tangible personal property	2021-03-31	$0
Total contributions received or receivable from participants	2021-03-31	$96,571
Assets. Value of loans (other than to participants)	2021-03-31	$0
Expenses. Other expenses not covered elsewhere	2021-03-31	$0
Contributions received from other sources (not participants or employers)	2021-03-31	$0
Other income received	2021-03-31	$1,057,595
Noncash contributions received	2021-03-31	$0
Net income (gross income less expenses)	2021-03-31	$1,196,354
Net plan assets at end of year (total assets less liabilities)	2021-03-31	$5,663,799
Net plan assets at beginning of year (total assets less liabilities)	2021-03-31	$4,467,445
Assets. Value of participant loans	2021-03-31	$25,008
Assets. Value of assets in partnership/joint-venture interests	2021-03-31	$0
Assets. Value of real-estate (other than employer real property)	2021-03-31	$0
Assets. Value of employer securities	2021-03-31	$0
Assets. Value of employer real property	2021-03-31	$0
Total contributions received or receivable from employer(s)	2021-03-31	$54,969
Value of certain deemed distributions of participant loans	2021-03-31	$0
Value of corrective distributions	2021-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-03-31	$88
2020 : NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-03-31	$0
Total plan liabilities at end of year	2020-03-31	$0
Total plan liabilities at beginning of year	2020-03-31	$0
Total income from all sources	2020-03-31	$-4,232
Expenses. Total of all expenses incurred	2020-03-31	$231,265
Benefits paid (including direct rollovers)	2020-03-31	$231,034
Total plan assets at end of year	2020-03-31	$4,467,445
Total plan assets at beginning of year	2020-03-31	$4,702,942
Value of fidelity bond covering the plan	2020-03-31	$400,000
Total contributions received or receivable from participants	2020-03-31	$118,066
Expenses. Other expenses not covered elsewhere	2020-03-31	$0
Contributions received from other sources (not participants or employers)	2020-03-31	$0
Other income received	2020-03-31	$-188,262
Noncash contributions received	2020-03-31	$0
Net income (gross income less expenses)	2020-03-31	$-235,497
Net plan assets at end of year (total assets less liabilities)	2020-03-31	$4,467,445
Net plan assets at beginning of year (total assets less liabilities)	2020-03-31	$4,702,942
Assets. Value of participant loans	2020-03-31	$48,816
Total contributions received or receivable from employer(s)	2020-03-31	$65,964
Value of certain deemed distributions of participant loans	2020-03-31	$0
Value of corrective distributions	2020-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-03-31	$231
2019 : NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-03-31	$0
Total plan liabilities at end of year	2019-03-31	$0
Total plan liabilities at beginning of year	2019-03-31	$0
Total income from all sources	2019-03-31	$337,524
Expenses. Total of all expenses incurred	2019-03-31	$103,041
Benefits paid (including direct rollovers)	2019-03-31	$102,710
Total plan assets at end of year	2019-03-31	$4,702,942
Total plan assets at beginning of year	2019-03-31	$4,468,459
Value of fidelity bond covering the plan	2019-03-31	$400,000
Total contributions received or receivable from participants	2019-03-31	$130,080
Expenses. Other expenses not covered elsewhere	2019-03-31	$0
Contributions received from other sources (not participants or employers)	2019-03-31	$0
Other income received	2019-03-31	$135,962
Noncash contributions received	2019-03-31	$0
Net income (gross income less expenses)	2019-03-31	$234,483
Net plan assets at end of year (total assets less liabilities)	2019-03-31	$4,702,942
Net plan assets at beginning of year (total assets less liabilities)	2019-03-31	$4,468,459
Assets. Value of participant loans	2019-03-31	$81,676
Total contributions received or receivable from employer(s)	2019-03-31	$71,482
Value of certain deemed distributions of participant loans	2019-03-31	$0
Value of corrective distributions	2019-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-03-31	$331
2018 : NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan	2018-03-31	$0
Total plan liabilities at end of year	2018-03-31	$0
Total plan liabilities at beginning of year	2018-03-31	$0
Total income from all sources	2018-03-31	$445,368
Expenses. Total of all expenses incurred	2018-03-31	$110,709
Benefits paid (including direct rollovers)	2018-03-31	$110,503
Total plan assets at end of year	2018-03-31	$4,468,459
Total plan assets at beginning of year	2018-03-31	$4,133,800
Value of fidelity bond covering the plan	2018-03-31	$400,000
Total contributions received or receivable from participants	2018-03-31	$126,513
Expenses. Other expenses not covered elsewhere	2018-03-31	$0
Contributions received from other sources (not participants or employers)	2018-03-31	$0
Other income received	2018-03-31	$250,485
Noncash contributions received	2018-03-31	$0
Net income (gross income less expenses)	2018-03-31	$334,659
Net plan assets at end of year (total assets less liabilities)	2018-03-31	$4,468,459
Net plan assets at beginning of year (total assets less liabilities)	2018-03-31	$4,133,800
Assets. Value of participant loans	2018-03-31	$73,012
Total contributions received or receivable from employer(s)	2018-03-31	$68,370
Value of certain deemed distributions of participant loans	2018-03-31	$0
Value of corrective distributions	2018-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-03-31	$206
2017 : NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-03-31	$0
Total plan liabilities at end of year	2017-03-31	$0
Total plan liabilities at beginning of year	2017-03-31	$0
Total income from all sources	2017-03-31	$496,684
Expenses. Total of all expenses incurred	2017-03-31	$161,548
Benefits paid (including direct rollovers)	2017-03-31	$161,304
Total plan assets at end of year	2017-03-31	$4,133,800
Total plan assets at beginning of year	2017-03-31	$3,798,664
Value of fidelity bond covering the plan	2017-03-31	$400,000
Total contributions received or receivable from participants	2017-03-31	$130,739
Expenses. Other expenses not covered elsewhere	2017-03-31	$0
Contributions received from other sources (not participants or employers)	2017-03-31	$0
Other income received	2017-03-31	$308,179
Noncash contributions received	2017-03-31	$0
Net income (gross income less expenses)	2017-03-31	$335,136
Net plan assets at end of year (total assets less liabilities)	2017-03-31	$4,133,800
Net plan assets at beginning of year (total assets less liabilities)	2017-03-31	$3,798,664
Assets. Value of participant loans	2017-03-31	$56,198
Total contributions received or receivable from employer(s)	2017-03-31	$57,766
Value of certain deemed distributions of participant loans	2017-03-31	$0
Value of corrective distributions	2017-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-03-31	$244
2016 : NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-03-31	$0
Total plan liabilities at end of year	2016-03-31	$0
Total plan liabilities at beginning of year	2016-03-31	$0
Total income from all sources	2016-03-31	$135,887
Expenses. Total of all expenses incurred	2016-03-31	$160,810
Benefits paid (including direct rollovers)	2016-03-31	$160,654
Total plan assets at end of year	2016-03-31	$3,798,664
Total plan assets at beginning of year	2016-03-31	$3,823,587
Value of fidelity bond covering the plan	2016-03-31	$400,000
Total contributions received or receivable from participants	2016-03-31	$151,565
Expenses. Other expenses not covered elsewhere	2016-03-31	$0
Contributions received from other sources (not participants or employers)	2016-03-31	$0
Other income received	2016-03-31	$-71,504
Noncash contributions received	2016-03-31	$0
Net income (gross income less expenses)	2016-03-31	$-24,923
Net plan assets at end of year (total assets less liabilities)	2016-03-31	$3,798,664
Net plan assets at beginning of year (total assets less liabilities)	2016-03-31	$3,823,587
Assets. Value of participant loans	2016-03-31	$21,075
Total contributions received or receivable from employer(s)	2016-03-31	$55,826
Value of certain deemed distributions of participant loans	2016-03-31	$0
Value of corrective distributions	2016-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-03-31	$156
2015 : NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-03-31	$0
Total plan liabilities at end of year	2015-03-31	$0
Total plan liabilities at beginning of year	2015-03-31	$0
Total income from all sources	2015-03-31	$415,525
Expenses. Total of all expenses incurred	2015-03-31	$100,829
Benefits paid (including direct rollovers)	2015-03-31	$100,729
Total plan assets at end of year	2015-03-31	$3,823,587
Total plan assets at beginning of year	2015-03-31	$3,508,891
Value of fidelity bond covering the plan	2015-03-31	$400,000
Total contributions received or receivable from participants	2015-03-31	$183,004
Expenses. Other expenses not covered elsewhere	2015-03-31	$0
Contributions received from other sources (not participants or employers)	2015-03-31	$0
Other income received	2015-03-31	$204,561
Noncash contributions received	2015-03-31	$0
Net income (gross income less expenses)	2015-03-31	$314,696
Net plan assets at end of year (total assets less liabilities)	2015-03-31	$3,823,587
Net plan assets at beginning of year (total assets less liabilities)	2015-03-31	$3,508,891
Assets. Value of participant loans	2015-03-31	$26,416
Total contributions received or receivable from employer(s)	2015-03-31	$27,960
Value of certain deemed distributions of participant loans	2015-03-31	$0
Value of corrective distributions	2015-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-03-31	$100

Form 5500 Responses for NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN

2023: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2023 form 5500 responses
2023-04-01	Type of plan entity	Single employer plan
2023-04-01	This submission is the final filing	No
2023-04-01	Plan is a collectively bargained plan	No
2023-04-01	Plan funding arrangement – Trust	Yes
2023-04-01	Plan benefit arrangement - Trust	Yes
2022: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	This submission is the final filing	No
2022-04-01	Plan is a collectively bargained plan	No
2022-04-01	Plan funding arrangement – Trust	Yes
2022-04-01	Plan benefit arrangement - Trust	Yes
2021: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	This submission is the final filing	No
2021-04-01	Plan is a collectively bargained plan	No
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	This submission is the final filing	No
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2019: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	Submission has been amended	No
2019-04-01	This submission is the final filing	No
2019-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-04-01	Plan is a collectively bargained plan	No
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Submission has been amended	No
2018-04-01	This submission is the final filing	No
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-04-01	Plan is a collectively bargained plan	No
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: NOR-CAL CONTROLS, INC. SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	NOR-CAL CONTROLS, INC.
Employer identification number (EIN):	942906790
NAIC Classification:	423600