THE HOUSING AUTH MONTEREY COUN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE HOUSING AUTHORITY OF THE COUNTY OF MONTEREY RE
| Measure | Date | Value |
|---|
| 2017 : THE HOUSING AUTHORITY OF THE COUNTY OF MONTEREY RE 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $1,801,578 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $703,350 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $695,182 |
| Total plan assets at end of year | 2017-06-30 | $11,545,803 |
| Total plan assets at beginning of year | 2017-06-30 | $10,447,575 |
| Total contributions received or receivable from participants | 2017-06-30 | $220,105 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-06-30 | $0 |
| Other income received | 2017-06-30 | $1,228,347 |
| Net income (gross income less expenses) | 2017-06-30 | $1,098,228 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $11,545,803 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $10,447,575 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $353,126 |
| Value of certain deemed distributions of participant loans | 2017-06-30 | $0 |
| Value of corrective distributions | 2017-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $8,168 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2017-06-30 | $-353,126 |
| Minimum employer required contribution for this plan year | 2017-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2017-06-30 | $353,126 |
| 2016 : THE HOUSING AUTHORITY OF THE COUNTY OF MONTEREY RE 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $590,836 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $798,142 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $786,887 |
| Total plan assets at end of year | 2016-06-30 | $10,447,575 |
| Total plan assets at beginning of year | 2016-06-30 | $10,654,881 |
| Total contributions received or receivable from participants | 2016-06-30 | $233,805 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $0 |
| Other income received | 2016-06-30 | $-7,008 |
| Net income (gross income less expenses) | 2016-06-30 | $-207,306 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $10,447,575 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $10,654,881 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $364,039 |
| Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
| Value of corrective distributions | 2016-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $11,255 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2016-06-30 | $-364,039 |
| Minimum employer required contribution for this plan year | 2016-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-06-30 | $364,039 |
| 2015 : THE HOUSING AUTHORITY OF THE COUNTY OF MONTEREY RE 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $1,161,457 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $717,973 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $714,180 |
| Total plan assets at end of year | 2015-06-30 | $10,654,881 |
| Total plan assets at beginning of year | 2015-06-30 | $10,211,397 |
| Total contributions received or receivable from participants | 2015-06-30 | $247,493 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-06-30 | $0 |
| Other income received | 2015-06-30 | $472,838 |
| Net income (gross income less expenses) | 2015-06-30 | $443,484 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $10,654,881 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $10,211,397 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $441,126 |
| Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
| Value of corrective distributions | 2015-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $3,793 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-06-30 | $-441,126 |
| Minimum employer required contribution for this plan year | 2015-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-06-30 | $441,126 |
| 2014 : THE HOUSING AUTHORITY OF THE COUNTY OF MONTEREY RE 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $1,796,387 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $367,055 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $362,016 |
| Total plan assets at end of year | 2014-06-30 | $10,211,397 |
| Total plan assets at beginning of year | 2014-06-30 | $8,782,065 |
| Value of fidelity bond covering the plan | 2014-06-30 | $350,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $231,465 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
| Other income received | 2014-06-30 | $1,063,886 |
| Net income (gross income less expenses) | 2014-06-30 | $1,429,332 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $10,211,397 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $8,782,065 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $501,036 |
| Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
| Value of corrective distributions | 2014-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $5,039 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-06-30 | $-481,781 |
| Minimum employer required contribution for this plan year | 2014-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-06-30 | $481,781 |
| 2013 : THE HOUSING AUTHORITY OF THE COUNTY OF MONTEREY RE 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $1,495,285 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $243,299 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $233,206 |
| Total plan assets at end of year | 2013-06-30 | $8,782,065 |
| Total plan assets at beginning of year | 2013-06-30 | $7,530,079 |
| Total contributions received or receivable from participants | 2013-06-30 | $196,622 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $996 |
| Other income received | 2013-06-30 | $817,091 |
| Net income (gross income less expenses) | 2013-06-30 | $1,251,986 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $8,782,065 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $7,530,079 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $480,576 |
| Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
| Value of corrective distributions | 2013-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $10,093 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-06-30 | $-481,818 |
| Minimum employer required contribution for this plan year | 2013-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-06-30 | $481,818 |
| 2012 : THE HOUSING AUTHORITY OF THE COUNTY OF MONTEREY RE 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $674,458 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $798,079 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $786,629 |
| Total plan assets at end of year | 2012-06-30 | $7,530,079 |
| Total plan assets at beginning of year | 2012-06-30 | $7,653,700 |
| Total contributions received or receivable from participants | 2012-06-30 | $177,121 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-06-30 | $0 |
| Other income received | 2012-06-30 | $37,116 |
| Net income (gross income less expenses) | 2012-06-30 | $-123,621 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $7,530,079 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $7,653,700 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $460,221 |
| Value of certain deemed distributions of participant loans | 2012-06-30 | $0 |
| Value of corrective distributions | 2012-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $11,450 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-06-30 | $-478,221 |
| Minimum employer required contribution for this plan year | 2012-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-06-30 | $478,221 |
| 2010 : THE HOUSING AUTHORITY OF THE COUNTY OF MONTEREY RE 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-06-30 | $-514,220 |
| Minimum employer required contribution for this plan year | 2010-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-06-30 | $514,220 |
| 2016: THE HOUSING AUTHORITY OF THE COUNTY OF MONTEREY RE 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE HOUSING AUTHORITY OF THE COUNTY OF MONTEREY RE 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THE HOUSING AUTHORITY OF THE COUNTY OF MONTEREY RE 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE HOUSING AUTHORITY OF THE COUNTY OF MONTEREY RE 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE HOUSING AUTHORITY OF THE COUNTY OF MONTEREY RE 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE HOUSING AUTHORITY OF THE COUNTY OF MONTEREY RE 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE HOUSING AUTHORITY OF THE COUNTY OF MONTEREY RE 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | Yes |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
