401k Plan data: CALIFORNIA UNITED TERMINALS OFFICE CLERICAL UNIT 401(K) PROFIT SHARING PLAN plan

CALIFORNIA UNITED TERMINALS OFFICE CLERICAL UNIT 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CALIFORNIA UNITED TERMINALS OFFICE CLERICAL UNIT 401(K) PROFIT SHARING PLAN
Plan identification number	003

CALIFORNIA UNITED TERMINALS OFFICE CLERICAL UNIT 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

CALIFORNIA UNITED TERMINALS OFFICE CLERICAL UNIT has sponsored the creation of one or more 401k plans.

Company Name: CALIFORNIA UNITED TERMINALS OFFICE CLERICAL UNIT

Employer identification number (EIN): 952588322

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA UNITED TERMINALS OFFICE CLERICAL UNIT 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01
003 2017-01-01
003 2016-01-01 KIM MINIX 2017-07-11
003 2015-01-01 KIM MINIX 2016-05-11
003 2014-01-01 KIM MINIX 2015-07-23
003 2013-01-01 MARCY RUSSELL 2014-07-29 MARCY RUSSELL 2014-07-29
003 2012-01-01 MARCY RUSSELL
003 2011-01-01 MARCY RUSSELL
003 2010-01-01 MARCY RUSSELL MARCY RUSSELL 2011-09-29
003 2009-01-01 DINO BON DINO BON 2010-07-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2018-01-01
003	2017-01-01
003	2016-01-01	KIM MINIX	2017-07-11
003	2015-01-01	KIM MINIX	2016-05-11
003	2014-01-01	KIM MINIX	2015-07-23
003	2013-01-01	MARCY RUSSELL	2014-07-29	MARCY RUSSELL	2014-07-29
003	2012-01-01	MARCY RUSSELL
003	2011-01-01	MARCY RUSSELL
003	2010-01-01	MARCY RUSSELL		MARCY RUSSELL	2011-09-29
003	2009-01-01	DINO BON		DINO BON	2010-07-13

Financial Data on CALIFORNIA UNITED TERMINALS OFFICE CLERICAL UNIT 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2012 : CALIFORNIA UNITED TERMINALS OFFICE CLERICAL UNIT 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$311,655
Expenses. Total of all expenses incurred	2012-12-31	$27,235
Benefits paid (including direct rollovers)	2012-12-31	$26,385
Total plan assets at end of year	2012-12-31	$2,044,168
Total plan assets at beginning of year	2012-12-31	$1,759,748
Total contributions received or receivable from participants	2012-12-31	$100,026
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$176,379
Net income (gross income less expenses)	2012-12-31	$284,420
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,044,168
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,759,748
Assets. Value of participant loans	2012-12-31	$210,920
Total contributions received or receivable from employer(s)	2012-12-31	$35,250
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$850
2011 : CALIFORNIA UNITED TERMINALS OFFICE CLERICAL UNIT 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$96,689
Expenses. Total of all expenses incurred	2011-12-31	$69,001
Benefits paid (including direct rollovers)	2011-12-31	$68,251
Total plan assets at end of year	2011-12-31	$1,759,748
Total plan assets at beginning of year	2011-12-31	$1,732,060
Total contributions received or receivable from participants	2011-12-31	$101,250
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-17,311
Net income (gross income less expenses)	2011-12-31	$27,688
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,759,748
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,732,060
Assets. Value of participant loans	2011-12-31	$169,045
Total contributions received or receivable from employer(s)	2011-12-31	$12,750
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$750
2010 : CALIFORNIA UNITED TERMINALS OFFICE CLERICAL UNIT 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$303,393
Expenses. Total of all expenses incurred	2010-12-31	$89,882
Benefits paid (including direct rollovers)	2010-12-31	$89,182
Total plan assets at end of year	2010-12-31	$1,732,060
Total plan assets at beginning of year	2010-12-31	$1,518,549
Total contributions received or receivable from participants	2010-12-31	$99,732
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$178,161
Net income (gross income less expenses)	2010-12-31	$213,511
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,732,060
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,518,549
Assets. Value of participant loans	2010-12-31	$87,002
Total contributions received or receivable from employer(s)	2010-12-31	$25,500
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$700

Form 5500 Responses for CALIFORNIA UNITED TERMINALS OFFICE CLERICAL UNIT 401(K) PROFIT SHARING PLAN

2012: CALIFORNIA UNITED TERMINALS OFFICE CLERICAL UNIT 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CALIFORNIA UNITED TERMINALS OFFICE CLERICAL UNIT 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CALIFORNIA UNITED TERMINALS OFFICE CLERICAL UNIT 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CALIFORNIA UNITED TERMINALS OFFICE CLERICAL UNIT 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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:	CALIFORNIA UNITED TERMINALS OFFICE CLERICAL UNIT
Employer identification number (EIN):	952588322
NAIC Classification:	238900