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CAL THERM CORPORATION 401(K) PLAN AND TRUST 401k Plan overview

Plan NameCAL THERM CORPORATION 401(K) PLAN AND TRUST
Plan identification number 001

CAL THERM CORPORATION 401(K) PLAN AND TRUST 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.
  • 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

CAL THERM CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CAL THERM CORPORATION
Employer identification number (EIN):330711058
NAIC Classification:238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAL THERM CORPORATION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01BRIAN CAMPBELL2014-05-29
0012012-01-01BRIAN CAMPBELL
0012011-01-01JAMES HENSMEN
0012009-01-01JAMES HENSMAN

Plan Statistics for CAL THERM CORPORATION 401(K) PLAN AND TRUST

401k plan membership statisitcs for CAL THERM CORPORATION 401(K) PLAN AND TRUST

Measure Date Value
2012: CAL THERM CORPORATION 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0117
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0112
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CAL THERM CORPORATION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0116
Total number of active participants reported on line 7a of the Form 55002011-01-0118
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0121
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CAL THERM CORPORATION 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0117
Total number of active participants reported on line 7a of the Form 55002009-01-0122
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0125
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CAL THERM CORPORATION 401(K) PLAN AND TRUST

Measure Date Value
2012 : CAL THERM CORPORATION 401(K) PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$53,331
Expenses. Total of all expenses incurred2012-12-31$233,042
Benefits paid (including direct rollovers)2012-12-31$229,085
Total plan assets at end of year2012-12-31$197,136
Total plan assets at beginning of year2012-12-31$376,847
Total contributions received or receivable from participants2012-12-31$12,347
Other income received2012-12-31$40,984
Net income (gross income less expenses)2012-12-31$-179,711
Net plan assets at end of year (total assets less liabilities)2012-12-31$197,136
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$376,847
Assets. Value of participant loans2012-12-31$14,115
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,957
2011 : CAL THERM CORPORATION 401(K) PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$24,778
Expenses. Total of all expenses incurred2011-12-31$38,895
Benefits paid (including direct rollovers)2011-12-31$34,617
Total plan assets at end of year2011-12-31$376,847
Total plan assets at beginning of year2011-12-31$390,964
Total contributions received or receivable from participants2011-12-31$22,201
Other income received2011-12-31$2,577
Net income (gross income less expenses)2011-12-31$-14,117
Net plan assets at end of year (total assets less liabilities)2011-12-31$376,847
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$390,964
Assets. Value of participant loans2011-12-31$16,637
Value of corrective distributions2011-12-31$198
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,080
2010 : CAL THERM CORPORATION 401(K) PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$63,282
Expenses. Total of all expenses incurred2010-12-31$10,155
Benefits paid (including direct rollovers)2010-12-31$6,872
Total plan assets at end of year2010-12-31$390,964
Total plan assets at beginning of year2010-12-31$337,837
Total contributions received or receivable from participants2010-12-31$23,509
Other income received2010-12-31$39,773
Net income (gross income less expenses)2010-12-31$53,127
Net plan assets at end of year (total assets less liabilities)2010-12-31$390,964
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$337,837
Assets. Value of participant loans2010-12-31$53,018
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,283

Form 5500 Responses for CAL THERM CORPORATION 401(K) PLAN AND TRUST

2012: CAL THERM CORPORATION 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CAL THERM CORPORATION 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CAL THERM CORPORATION 401(K) PLAN AND TRUST 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP37675
Policy instance 1
Insurance contract or identification numberGP37675
Number of Individuals Covered7
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,205
Total amount of fees paid to insurance companyUSD $398
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $2,205
Insurance broker organization code?4
Amount paid for insurance broker fees372
Additional information about fees paid to insurance brokerTPA
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP37675
Policy instance 1
Insurance contract or identification numberGP37675
Number of Individuals Covered9
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,109
Total amount of fees paid to insurance companyUSD $400
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP37675
Policy instance 1
Insurance contract or identification numberGP37675
Number of Individuals Covered10
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,655
Total amount of fees paid to insurance companyUSD $299
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $1,655
Insurance broker organization code?4
Amount paid for insurance broker fees279
Additional information about fees paid to insurance brokerTPA
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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