401k Plan data: MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN plan

MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN 401k Plan overview

Plan Name	MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN
Plan identification number	002

MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE 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.
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

MURRIETA DEVELOPMENT CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: MURRIETA DEVELOPMENT CO., INC.

Employer identification number (EIN): 330313238

NAIC Classification: 221300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 CHRIS CLOSE 2019-10-08
002 2017-01-01 CHRIS CLOSE 2018-10-08
002 2016-01-01 CHRIS CLOSE 2017-10-12
002 2015-01-01 CHRIS CLOSE 2016-10-13
002 2014-01-01 CHRIS CLOSE 2015-10-14
002 2013-01-01 CHRIS CLOSE 2014-10-13
002 2012-01-01 CHRIS CLOSE 2013-10-11
002 2011-01-01 VESNA ARDELIAN 2012-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	CHRIS CLOSE	2019-10-08
002	2017-01-01	CHRIS CLOSE	2018-10-08
002	2016-01-01	CHRIS CLOSE	2017-10-12
002	2015-01-01	CHRIS CLOSE	2016-10-13
002	2014-01-01	CHRIS CLOSE	2015-10-14
002	2013-01-01	CHRIS CLOSE	2014-10-13
002	2012-01-01	CHRIS CLOSE	2013-10-11
002	2011-01-01	VESNA ARDELIAN	2012-10-05

Plan Statistics for MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN

401k plan membership statisitcs for MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN

Measure Date Value
2022: MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 173
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 84
Total of all active and inactive participants 2022-01-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 264
Number of participants with account balances 2022-01-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 152
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 70
Total of all active and inactive participants 2021-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 227
Number of participants with account balances 2021-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 148
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 44
Total of all active and inactive participants 2020-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 192
Number of participants with account balances 2020-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 125
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 24
Total of all active and inactive participants 2019-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 150
Number of participants with account balances 2019-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	173
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	84
Total of all active and inactive participants	2022-01-01	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	264
Number of participants with account balances	2022-01-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	152
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	70
Total of all active and inactive participants	2021-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	227
Number of participants with account balances	2021-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	148
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	44
Total of all active and inactive participants	2020-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	192
Number of participants with account balances	2020-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	125
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	24
Total of all active and inactive participants	2019-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	150
Number of participants with account balances	2019-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN

Measure	Date	Value
2022 : MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$25,138
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$681,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$643,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$769,167
Value of total assets at end of year	2022-12-31	$4,077,372
Value of total assets at beginning of year	2022-12-31	$4,733,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$37,746
Total interest from all sources	2022-12-31	$13,299
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Participant contributions at end of year	2022-12-31	$359,005
Participant contributions at beginning of year	2022-12-31	$263,842
Administrative expenses (other) incurred	2022-12-31	$2,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-656,533
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,077,372
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,733,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,647,924
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$4,337,806
Interest on participant loans	2022-12-31	$13,299
Net investment gain/loss from pooled separate accounts	2022-12-31	$-757,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$769,167
Employer contributions (assets) at end of year	2022-12-31	$70,443
Employer contributions (assets) at beginning of year	2022-12-31	$132,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$643,925
Contract administrator fees	2022-12-31	$35,430
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PORTER & HUNT, LLP
Accountancy firm EIN	2022-12-31	260526155
2021 : MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,139,862
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$373,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$335,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$696,307
Value of total assets at end of year	2021-12-31	$4,733,905
Value of total assets at beginning of year	2021-12-31	$3,967,824
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$38,363
Total interest from all sources	2021-12-31	$11,786
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$400,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Participant contributions at end of year	2021-12-31	$263,842
Participant contributions at beginning of year	2021-12-31	$250,937
Administrative expenses (other) incurred	2021-12-31	$38,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$766,081
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,733,905
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,967,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$4,337,806
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,626,893
Interest on participant loans	2021-12-31	$12,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$-233
Net investment gain/loss from pooled separate accounts	2021-12-31	$431,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$696,307
Employer contributions (assets) at end of year	2021-12-31	$132,257
Employer contributions (assets) at beginning of year	2021-12-31	$89,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$335,418
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PORTER & HUNT, LLP
Accountancy firm EIN	2021-12-31	260526155
2020 : MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,187,635
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$243,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$210,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$707,094
Value of total assets at end of year	2020-12-31	$3,967,824
Value of total assets at beginning of year	2020-12-31	$3,023,765
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$33,066
Total interest from all sources	2020-12-31	$7,516
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$400,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Participant contributions at end of year	2020-12-31	$250,937
Participant contributions at beginning of year	2020-12-31	$75,726
Administrative expenses (other) incurred	2020-12-31	$2,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$944,059
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,967,824
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,023,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$3,626,893
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,793,202
Interest on participant loans	2020-12-31	$7,516
Net investment gain/loss from pooled separate accounts	2020-12-31	$473,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$707,094
Employer contributions (assets) at end of year	2020-12-31	$89,994
Employer contributions (assets) at beginning of year	2020-12-31	$154,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$210,510
Contract administrator fees	2020-12-31	$30,958
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PORTER & HUNT, LLP
Accountancy firm EIN	2020-12-31	260526155
2019 : MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,031,813
Total income from all sources (including contributions)	2019-12-31	$1,031,813
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$362,466
Total of all expenses incurred	2019-12-31	$362,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$360,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$360,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$596,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$596,419
Value of total assets at end of year	2019-12-31	$3,023,765
Value of total assets at end of year	2019-12-31	$3,023,765
Value of total assets at beginning of year	2019-12-31	$2,354,418
Value of total assets at beginning of year	2019-12-31	$2,354,418
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,606
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,606
Total interest from all sources	2019-12-31	$519
Total interest from all sources	2019-12-31	$519
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$400,000
Value of fidelity bond cover	2019-12-31	$400,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Participant contributions at end of year	2019-12-31	$75,726
Participant contributions at end of year	2019-12-31	$75,726
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$1,606
Administrative expenses (other) incurred	2019-12-31	$1,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$669,347
Value of net income/loss	2019-12-31	$669,347
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,023,765
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,023,765
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,354,418
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,354,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,793,202
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,793,202
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,295,853
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,295,853
Interest on participant loans	2019-12-31	$519
Interest on participant loans	2019-12-31	$519
Net investment gain/loss from pooled separate accounts	2019-12-31	$434,875
Net investment gain/loss from pooled separate accounts	2019-12-31	$434,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$596,419
Contributions received in cash from employer	2019-12-31	$596,419
Employer contributions (assets) at end of year	2019-12-31	$154,837
Employer contributions (assets) at end of year	2019-12-31	$154,837
Employer contributions (assets) at beginning of year	2019-12-31	$58,565
Employer contributions (assets) at beginning of year	2019-12-31	$58,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$360,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$360,860
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PORTER & HUNT, LLP
Accountancy firm name	2019-12-31	PORTER & HUNT, LLP
Accountancy firm EIN	2019-12-31	260526155
Accountancy firm EIN	2019-12-31	260526155

Form 5500 Responses for MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN

2022: MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

107236

Policy instance

Insurance contract or identification number	107236
Number of Individuals Covered	252
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $16,649
Total amount of fees paid to insurance company	USD $4,370
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,649
Insurance broker organization code?	3
Amount paid for insurance broker fees	4370
Additional information about fees paid to insurance broker	TPA COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

107236

Policy instance

Insurance contract or identification number	107236
Number of Individuals Covered	226
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $18,024
Total amount of fees paid to insurance company	USD $2,208
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,024
Insurance broker organization code?	3
Amount paid for insurance broker fees	2208
Additional information about fees paid to insurance broker	TPA COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

107236

Policy instance

Insurance contract or identification number	107236
Number of Individuals Covered	186
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $13,297
Total amount of fees paid to insurance company	USD $3,705
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,297
Insurance broker organization code?	3
Amount paid for insurance broker fees	3705
Additional information about fees paid to insurance broker	TPA COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

107236

Policy instance

Insurance contract or identification number	107236
Number of Individuals Covered	150
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $10,613
Total amount of fees paid to insurance company	USD $6,398
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,613
Insurance broker organization code?	3
Amount paid for insurance broker fees	4792
Additional information about fees paid to insurance broker	TPA COMPENSATION

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:	MURRIETA DEVELOPMENT CO., INC.
Employer identification number (EIN):	330313238
NAIC Classification:	221300