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SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN 401k Plan overview

Plan NameSANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN
Plan identification number 001

SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN Benefits

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

SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUR has sponsored the creation of one or more 401k plans.

Company Name:SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUR
Employer identification number (EIN):951191765
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVID A. PECKHAM, FOR SBPC, INC.2023-10-05
0012021-01-01DAVID A. PECKHAM, FOR SBPC, INC.2022-10-14
0012020-01-01
0012019-01-01
0012018-01-01DAVID A. PECKHAM, FOR SBPC, INC.2019-10-14
0012017-01-01DAVID A. PECKHAM, FOR SBPC, INC.
0012017-01-01DAVID A. PECKHAM, FOR SBPC, INC.2019-05-13
0012016-01-01DAVID A. PECKHAM, FOR SBPC, INC.
0012016-01-01DAVID A. PECKHAM, FOR SBPC, INC.2018-08-06
0012015-01-01DAVID A. PECKHAM, FOR SBPC, INC.
0012015-01-01DAVID A. PECKHAM, FOR SBPC, INC.2017-08-14
0012014-01-01DAVID A. PECKHAM, FOR SBPC, INC.2015-08-17
0012013-01-01DAVID A. PECKHAM, FOR SBPC, INC.
0012012-01-01DAVID A. PECKHAM, FOR SBPC, INC.2013-10-14
0012011-01-01DAVID A. PECKHAM, FOR SBPC, INC.2013-10-07
0012010-01-01DAVID A. PECKHAM, FOR SBPC, INC.2013-10-07
0012009-01-01DAVID PECKHAM
0012009-01-01DAVID PECKHAM

Plan Statistics for SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN

401k plan membership statisitcs for SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN

Measure Date Value
2020: SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112
Total number of active participants reported on line 7a of the Form 55002020-01-019
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0112
Number of participants with account balances2020-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0112
Total number of active participants reported on line 7a of the Form 55002019-01-019
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0112
Number of participants with account balances2019-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-018
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 participants2017-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110
Number of participants with account balances2017-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2013: SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-019
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2009: SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
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 balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN

Measure Date Value
2020 : SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$65,347
Total plan assets at end of year2020-12-31$297,996
Total plan assets at beginning of year2020-12-31$232,649
Value of fidelity bond covering the plan2020-12-31$29,800
Total contributions received or receivable from participants2020-12-31$26,500
Other income received2020-12-31$23,847
Net income (gross income less expenses)2020-12-31$65,347
Net plan assets at end of year (total assets less liabilities)2020-12-31$297,996
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$232,649
Total contributions received or receivable from employer(s)2020-12-31$15,000
2019 : SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$53,164
Total plan assets at end of year2019-12-31$232,649
Total plan assets at beginning of year2019-12-31$179,485
Value of fidelity bond covering the plan2019-12-31$23,265
Total contributions received or receivable from participants2019-12-31$25,800
Other income received2019-12-31$12,564
Net income (gross income less expenses)2019-12-31$53,164
Net plan assets at end of year (total assets less liabilities)2019-12-31$232,649
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$179,485
Total contributions received or receivable from employer(s)2019-12-31$14,800
2017 : SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$150
Total income from all sources2017-12-31$34,513
Total plan assets at end of year2017-12-31$147,087
Total plan assets at beginning of year2017-12-31$112,724
Value of fidelity bond covering the plan2017-12-31$14,709
Total contributions received or receivable from participants2017-12-31$17,755
Other income received2017-12-31$7,880
Net income (gross income less expenses)2017-12-31$34,513
Net plan assets at end of year (total assets less liabilities)2017-12-31$147,087
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$112,574
Total contributions received or receivable from employer(s)2017-12-31$8,878
2016 : SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$23,701
Total plan assets at end of year2016-12-31$103,720
Total plan assets at beginning of year2016-12-31$80,019
Value of fidelity bond covering the plan2016-12-31$10,372
Total contributions received or receivable from participants2016-12-31$13,200
Other income received2016-12-31$4,001
Net income (gross income less expenses)2016-12-31$23,701
Net plan assets at end of year (total assets less liabilities)2016-12-31$103,720
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$80,019
Total contributions received or receivable from employer(s)2016-12-31$6,500
2015 : SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$16,030
Total plan assets at end of year2015-12-31$336,637
Total plan assets at beginning of year2015-12-31$320,607
Value of fidelity bond covering the plan2015-12-31$33,664
Other income received2015-12-31$16,030
Net income (gross income less expenses)2015-12-31$16,030
Net plan assets at end of year (total assets less liabilities)2015-12-31$336,637
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$320,607
2013 : SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$73,968
Expenses. Total of all expenses incurred2013-12-31$248,764
Benefits paid (including direct rollovers)2013-12-31$244,368
Total plan assets at end of year2013-12-31$303,452
Total plan assets at beginning of year2013-12-31$478,248
Total contributions received or receivable from participants2013-12-31$20,330
Other income received2013-12-31$43,473
Net income (gross income less expenses)2013-12-31$-174,796
Net plan assets at end of year (total assets less liabilities)2013-12-31$303,452
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$478,248
Assets. Value of participant loans2013-12-31$7,347
Assets. Value of assets in partnership/joint-venture interests2013-12-31$4,033
Total contributions received or receivable from employer(s)2013-12-31$10,165
Value of corrective distributions2013-12-31$4,286
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$110
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2011 : SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) 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$0
Total income from all sources2011-12-31$-21,419
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$410,192
Total plan assets at beginning of year2011-12-31$431,611
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$28,100
Other income received2011-12-31$-49,519
Net income (gross income less expenses)2011-12-31$-21,419
Net plan assets at end of year (total assets less liabilities)2011-12-31$410,192
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$431,611
2010 : SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) 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$20,553
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$431,611
Total plan assets at beginning of year2010-12-31$411,058
Value of fidelity bond covering the plan2010-12-31$50,000
Other income received2010-12-31$20,553
Net income (gross income less expenses)2010-12-31$20,553
Net plan assets at end of year (total assets less liabilities)2010-12-31$431,611
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$411,058

Form 5500 Responses for SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN

2020: SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2013: SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2009: SANTA MARIA VALLEY CHAMBER OF COMMERCE AND VISITOR AND CONVENTION BUREAU 401(K) 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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