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Plan Name | CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 005 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | CALIFORNIA COAST UNIVERSITY |
Employer identification number (EIN): | 952836948 |
NAIC Classification: | 611000 |
Additional information about CALIFORNIA COAST UNIVERSITY
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1973-04-13 |
Company Identification Number: | C0678819 |
Legal Registered Office Address: |
1475 S State College Blvd #106 Anaheim United States of America (USA) 92806 |
More information about CALIFORNIA COAST UNIVERSITY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
005 | 2022-01-01 | ||||
005 | 2021-01-01 | ||||
005 | 2020-01-01 | ||||
005 | 2019-01-01 | ||||
005 | 2018-01-01 | THOMAS M. NEAL | |||
005 | 2017-01-01 | THOMAS M. NEAL |
Measure | Date | Value |
---|---|---|
2022: CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 4 |
Total of all active and inactive participants | 2022-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 33 |
Number of participants with account balances | 2022-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 9 |
Total of all active and inactive participants | 2021-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 33 |
Number of participants with account balances | 2021-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7 |
Total of all active and inactive participants | 2020-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 31 |
Number of participants with account balances | 2020-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 26 |
Number of participants with account balances | 2019-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 25 |
Number of participants with account balances | 2018-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 24 |
Number of participants with account balances | 2017-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-12-31 | $17,293,652 |
Total plan liabilities at beginning of year | 2022-12-31 | $17,974,940 |
Total income from all sources | 2022-12-31 | $10,703,094 |
Expenses. Total of all expenses incurred | 2022-12-31 | $721,806 |
Benefits paid (including direct rollovers) | 2022-12-31 | $214,913 |
Total plan assets at end of year | 2022-12-31 | $37,600,000 |
Total plan assets at beginning of year | 2022-12-31 | $28,300,000 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $506,893 |
Other income received | 2022-12-31 | $10,256,980 |
Net income (gross income less expenses) | 2022-12-31 | $9,981,288 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $20,306,348 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,325,060 |
Assets. Value of employer securities | 2022-12-31 | $37,600,000 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $446,114 |
2021 : CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Total plan liabilities at end of year | 2021-12-31 | $17,974,940 |
Total plan liabilities at beginning of year | 2021-12-31 | $18,637,543 |
Total income from all sources | 2021-12-31 | $6,958,625 |
Expenses. Total of all expenses incurred | 2021-12-31 | $596,022 |
Benefits paid (including direct rollovers) | 2021-12-31 | $70,443 |
Total plan assets at end of year | 2021-12-31 | $28,300,000 |
Total plan assets at beginning of year | 2021-12-31 | $22,600,000 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $525,579 |
Other income received | 2021-12-31 | $6,517,532 |
Net income (gross income less expenses) | 2021-12-31 | $6,362,603 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $10,325,060 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,962,457 |
Assets. Value of employer securities | 2021-12-31 | $28,300,000 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $441,093 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-12-31 | $18,637,543 |
Total plan liabilities at beginning of year | 2020-12-31 | $19,281,972 |
Total income from all sources | 2020-12-31 | $11,418,181 |
Expenses. Total of all expenses incurred | 2020-12-31 | $573,752 |
Benefits paid (including direct rollovers) | 2020-12-31 | $30,000 |
Total plan assets at end of year | 2020-12-31 | $22,600,000 |
Total plan assets at beginning of year | 2020-12-31 | $12,400,000 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $543,752 |
Other income received | 2020-12-31 | $10,968,068 |
Net income (gross income less expenses) | 2020-12-31 | $10,844,429 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,962,457 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $-6,881,972 |
Assets. Value of employer securities | 2020-12-31 | $22,600,000 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $450,113 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Total plan liabilities at end of year | 2019-12-31 | $19,281,972 |
Total plan liabilities at beginning of year | 2019-12-31 | $19,908,727 |
Total income from all sources | 2019-12-31 | $5,997,610 |
Expenses. Total of all expenses incurred | 2019-12-31 | $570,855 |
Benefits paid (including direct rollovers) | 2019-12-31 | $9,429 |
Total plan assets at end of year | 2019-12-31 | $12,400,000 |
Total plan assets at beginning of year | 2019-12-31 | $7,600,000 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $561,426 |
Other income received | 2019-12-31 | $5,534,883 |
Net income (gross income less expenses) | 2019-12-31 | $5,426,755 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $-6,881,972 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $-12,308,727 |
Assets. Value of employer securities | 2019-12-31 | $12,400,000 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $462,727 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-12-31 | $19,908,727 |
Total plan liabilities at beginning of year | 2018-12-31 | $20,518,293 |
Total income from all sources | 2018-12-31 | $2,288,182 |
Expenses. Total of all expenses incurred | 2018-12-31 | $578,616 |
Total plan assets at end of year | 2018-12-31 | $7,600,000 |
Total plan assets at beginning of year | 2018-12-31 | $6,500,000 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $578,616 |
Other income received | 2018-12-31 | $1,829,518 |
Net income (gross income less expenses) | 2018-12-31 | $1,709,566 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $-12,308,727 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $-14,018,293 |
Assets. Value of employer securities | 2018-12-31 | $7,600,000 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $458,664 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Total plan liabilities at end of year | 2017-12-31 | $20,518,293 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $-13,611,819 |
Expenses. Total of all expenses incurred | 2017-12-31 | $406,474 |
Total plan assets at end of year | 2017-12-31 | $6,500,000 |
Total plan assets at beginning of year | 2017-12-31 | $0 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $406,474 |
Other income received | 2017-12-31 | $-14,800,000 |
Noncash contributions received | 2017-12-31 | $760,708 |
Net income (gross income less expenses) | 2017-12-31 | $-14,018,293 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $-14,018,293 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $6,500,000 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $427,473 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2022: CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CALIFORNIA COAST UNIVERSITY EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | First time form 5500 has been submitted | Yes |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |