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SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 401k Plan overview

Plan NameSERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN
Plan identification number 001

SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

SERRA MANUFACTURING CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:SERRA MANUFACTURING CORPORATION
Employer identification number (EIN):952060679
NAIC Classification:332110

Additional information about SERRA MANUFACTURING CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0387156

More information about SERRA MANUFACTURING CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01KRISTOPHER HERNANDEZ2022-05-05 KRISTOPHER HERNANDEZ2022-05-05
0012021-07-01KRISTOPHER HERNANDEZ2023-03-04 KRISTOPHER HERNANDEZ2023-03-04
0012020-07-01KRISTOPHER HERNANDEZ2022-05-06 KRISTOPHER HERNANDEZ2022-05-06
0012019-07-01KRISTOPHER HERNANDEZ2021-03-26 KRISTOPHER HERNANDEZ2021-03-26
0012018-07-01KRISTOPHER HERNANDEZ2020-03-23 KRISTOPHER HERNANDEZ2020-03-23
0012017-07-01
0012016-07-01KRISTOPHER HERNANDEZ KRISTOPHER HERNANDEZ2018-04-11
0012015-07-01KRISTOPHER HERNANDEZ KRISTOPHER HERNANDEZ2017-03-22
0012015-07-01 KRISTOPHER HERNANDEZ2017-03-14
0012014-07-01KRISTOPHER HERNANDEZ KRISTOPHER HERNANDEZ2016-04-05
0012013-07-01DOMINICK PELLEGRINO DOMINICK PELLEGRINO2015-04-14
0012012-07-01DOMINICK PELLEGRINO
0012011-07-01DOMINICK PELLEGRINO
0012009-07-01DOMINICK PELLEGRINO

Plan Statistics for SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN

401k plan membership statisitcs for SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN

Measure Date Value
2022: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2022 401k membership
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-30127,586
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-30127,586
Present value of excess contributions2022-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-30127,586
Remaining amount of unpaid minimum required contributions2022-06-300
Market value of plan assets2022-06-301,447,463
Acturial value of plan assets2022-06-301,447,463
Funding target for retired participants and beneficiaries receiving payment2022-06-30415,572
Number of terminated vested participants2022-06-3011
Fundng target for terminated vested participants2022-06-30193,838
Active participant vested funding target2022-06-30886,245
Number of active participants2022-06-3017
Total funding liabilities for active participants2022-06-30944,038
Total participant count2022-06-3037
Total funding target for all participants2022-06-301,553,448
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-309,731
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Total employer contributions2022-06-3080,000
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-3077,941
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Minimum required contributions for current year target normal cost2022-06-3035,000
Net shortfall amortization installment of oustanding balance2022-06-30254,134
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-3061,235
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-3061,235
Contributions allocatedtoward minimum required contributions for current year2022-06-3077,941
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets2021-06-301,688,333
Acturial value of plan assets2021-06-301,688,333
Funding target for retired participants and beneficiaries receiving payment2021-06-30884,103
Number of terminated vested participants2021-06-3010
Fundng target for terminated vested participants2021-06-30166,087
Active participant vested funding target2021-06-301,032,455
Number of active participants2021-06-3021
Total funding liabilities for active participants2021-06-301,106,280
Total participant count2021-06-3041
Total funding target for all participants2021-06-302,156,470
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-30127,586
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-30127,586
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-30134,386
Total employer contributions2021-06-30103,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30100,801
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3035,000
Net shortfall amortization installment of oustanding balance2021-06-30579,458
Total funding amount beforereflecting carryover/prefunding balances2021-06-3091,569
Additional cash requirement2021-06-3091,569
Contributions allocatedtoward minimum required contributions for current year2021-06-30100,801
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets2020-06-301,677,582
Acturial value of plan assets2020-06-301,677,582
Funding target for retired participants and beneficiaries receiving payment2020-06-30966,878
Number of terminated vested participants2020-06-3011
Fundng target for terminated vested participants2020-06-30190,227
Active participant vested funding target2020-06-301,079,836
Number of active participants2020-06-3022
Total funding liabilities for active participants2020-06-301,161,156
Total participant count2020-06-3043
Total funding target for all participants2020-06-302,318,261
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-30147,387
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-3025,552
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-30121,835
Present value of excess contributions2020-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-30127,586
Total employer contributions2020-06-30217,823
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30209,753
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3035,000
Net shortfall amortization installment of oustanding balance2020-06-30621,523
Total funding amount beforereflecting carryover/prefunding balances2020-06-30209,753
Additional cash requirement2020-06-30209,753
Contributions allocatedtoward minimum required contributions for current year2020-06-30209,753
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets2019-06-301,767,830
Acturial value of plan assets2019-06-301,767,830
Funding target for retired participants and beneficiaries receiving payment2019-06-301,102,440
Number of terminated vested participants2019-06-3015
Fundng target for terminated vested participants2019-06-30204,034
Active participant vested funding target2019-06-301,051,349
Number of active participants2019-06-3024
Total funding liabilities for active participants2019-06-301,133,090
Total participant count2019-06-3050
Total funding target for all participants2019-06-302,439,564
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-30171,119
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-3024,085
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-30147,034
Present value of excess contributions2019-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-30147,387
Total employer contributions2019-06-30177,496
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30171,664
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3035,000
Net shortfall amortization installment of oustanding balance2019-06-30691,111
Total funding amount beforereflecting carryover/prefunding balances2019-06-30197,216
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-3025,552
Additional cash requirement2019-06-30171,664
Contributions allocatedtoward minimum required contributions for current year2019-06-30171,664
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets2018-06-302,467,163
Acturial value of plan assets2018-06-302,467,163
Funding target for retired participants and beneficiaries receiving payment2018-06-301,132,184
Number of terminated vested participants2018-06-3042
Fundng target for terminated vested participants2018-06-30705,692
Active participant vested funding target2018-06-30944,386
Number of active participants2018-06-3023
Total funding liabilities for active participants2018-06-301,032,178
Total participant count2018-06-3076
Total funding target for all participants2018-06-302,870,054
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-30263,943
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-3062,967
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-30200,976
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-3035,203
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-30171,119
Total employer contributions2018-06-30163,560
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30157,647
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3030,000
Net shortfall amortization installment of oustanding balance2018-06-30574,010
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30181,732
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-3024,085
Additional cash requirement2018-06-30157,647
Contributions allocatedtoward minimum required contributions for current year2018-06-30157,647
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0165
Total number of active participants reported on line 7a of the Form 55002017-07-0124
Number of retired or separated participants receiving benefits2017-07-018
Number of other retired or separated participants entitled to future benefits2017-07-0115
Total of all active and inactive participants2017-07-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-302,565,587
Acturial value of plan assets2017-06-302,565,587
Funding target for retired participants and beneficiaries receiving payment2017-06-301,160,779
Number of terminated vested participants2017-06-3054
Fundng target for terminated vested participants2017-06-30713,606
Active participant vested funding target2017-06-30860,613
Number of active participants2017-06-3022
Total funding liabilities for active participants2017-06-30954,118
Total participant count2017-06-3087
Total funding target for all participants2017-06-302,828,503
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-30376,622
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-30118,158
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-30258,464
Present value of excess contributions2017-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-30263,943
Total employer contributions2017-06-30110,013
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30106,306
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-3030,000
Net shortfall amortization installment of oustanding balance2017-06-30526,859
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30169,273
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-3062,967
Additional cash requirement2017-06-30106,306
Contributions allocatedtoward minimum required contributions for current year2017-06-30106,306
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0177
Total number of active participants reported on line 7a of the Form 55002016-07-0122
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0142
Total of all active and inactive participants2016-07-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0179
Total number of active participants reported on line 7a of the Form 55002015-07-0122
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0154
Total of all active and inactive participants2015-07-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0180
Total number of active participants reported on line 7a of the Form 55002014-07-0120
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0158
Total of all active and inactive participants2014-07-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0180
Total number of active participants reported on line 7a of the Form 55002013-07-0124
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0155
Total of all active and inactive participants2013-07-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-0180
2012: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0180
Total number of active participants reported on line 7a of the Form 55002012-07-0125
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0154
Total of all active and inactive participants2012-07-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-0180
2011: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0183
Total number of active participants reported on line 7a of the Form 55002011-07-0124
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0155
Total of all active and inactive participants2011-07-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0194
Total number of active participants reported on line 7a of the Form 55002009-07-0126
Number of retired or separated participants receiving benefits2009-07-018
Number of other retired or separated participants entitled to future benefits2009-07-0156
Total of all active and inactive participants2009-07-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-013
Total participants2009-07-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN

Measure Date Value
2018 : SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2017 401k financial data
Transfers to/from the plan2017-06-30$0
Total income from all sources2017-06-30$195,560
Expenses. Total of all expenses incurred2017-06-30$274,601
Benefits paid (including direct rollovers)2017-06-30$243,503
Total plan assets at end of year2017-06-30$2,392,468
Total plan assets at beginning of year2017-06-30$2,471,509
Value of fidelity bond covering the plan2017-06-30$250,000
Other income received2017-06-30$85,547
Net income (gross income less expenses)2017-06-30$-79,041
Net plan assets at end of year (total assets less liabilities)2017-06-30$2,392,468
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$2,471,509
Total contributions received or receivable from employer(s)2017-06-30$110,013
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$31,098
2016 : SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2016 401k financial data
Total income from all sources2016-06-30$125,558
Expenses. Total of all expenses incurred2016-06-30$198,841
Benefits paid (including direct rollovers)2016-06-30$169,927
Total plan assets at end of year2016-06-30$2,471,509
Total plan assets at beginning of year2016-06-30$2,544,792
Value of fidelity bond covering the plan2016-06-30$250,000
Other income received2016-06-30$95,558
Net income (gross income less expenses)2016-06-30$-73,283
Net plan assets at end of year (total assets less liabilities)2016-06-30$2,471,509
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$2,544,792
Total contributions received or receivable from employer(s)2016-06-30$30,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$28,914
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2015 401k financial data
Total income from all sources2015-06-30$193,281
Expenses. Total of all expenses incurred2015-06-30$287,949
Benefits paid (including direct rollovers)2015-06-30$258,901
Total plan assets at end of year2015-06-30$2,544,792
Total plan assets at beginning of year2015-06-30$2,639,460
Value of fidelity bond covering the plan2015-06-30$250,000
Other income received2015-06-30$98,281
Net income (gross income less expenses)2015-06-30$-94,668
Net plan assets at end of year (total assets less liabilities)2015-06-30$2,544,792
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$2,639,460
Total contributions received or receivable from employer(s)2015-06-30$95,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$29,048
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2014 401k financial data
Total income from all sources2014-06-30$252,650
Expenses. Total of all expenses incurred2014-06-30$180,980
Benefits paid (including direct rollovers)2014-06-30$152,975
Total plan assets at end of year2014-06-30$2,639,460
Total plan assets at beginning of year2014-06-30$2,567,790
Value of fidelity bond covering the plan2014-06-30$250,000
Other income received2014-06-30$107,650
Net income (gross income less expenses)2014-06-30$71,670
Net plan assets at end of year (total assets less liabilities)2014-06-30$2,639,460
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$2,567,790
Total contributions received or receivable from employer(s)2014-06-30$145,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$28,005
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2013 401k financial data
Total income from all sources2013-06-30$298,618
Expenses. Total of all expenses incurred2013-06-30$182,160
Benefits paid (including direct rollovers)2013-06-30$152,975
Total plan assets at end of year2013-06-30$2,567,790
Total plan assets at beginning of year2013-06-30$2,451,332
Value of fidelity bond covering the plan2013-06-30$250,000
Other income received2013-06-30$118,618
Net income (gross income less expenses)2013-06-30$116,458
Net plan assets at end of year (total assets less liabilities)2013-06-30$2,567,790
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$2,451,332
Total contributions received or receivable from employer(s)2013-06-30$180,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$29,185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2012 401k financial data
Total income from all sources2012-06-30$429,261
Expenses. Total of all expenses incurred2012-06-30$485,664
Benefits paid (including direct rollovers)2012-06-30$448,139
Total plan assets at end of year2012-06-30$2,451,332
Total plan assets at beginning of year2012-06-30$2,507,735
Value of fidelity bond covering the plan2012-06-30$250,000
Other income received2012-06-30$129,261
Net income (gross income less expenses)2012-06-30$-56,403
Net plan assets at end of year (total assets less liabilities)2012-06-30$2,451,332
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$2,507,735
Total contributions received or receivable from employer(s)2012-06-30$300,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$37,525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2011 401k financial data
Total income from all sources2011-06-30$185,836
Expenses. Total of all expenses incurred2011-06-30$178,068
Benefits paid (including direct rollovers)2011-06-30$152,320
Total plan assets at end of year2011-06-30$2,507,735
Total plan assets at beginning of year2011-06-30$2,499,967
Value of fidelity bond covering the plan2011-06-30$250,000
Expenses. Other expenses not covered elsewhere2011-06-30$25,748
Other income received2011-06-30$125,836
Net income (gross income less expenses)2011-06-30$7,768
Net plan assets at end of year (total assets less liabilities)2011-06-30$2,507,735
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$2,499,967
Total contributions received or receivable from employer(s)2011-06-30$60,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN

2017: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedYes
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: SERRA MANUFACTURING CORPORATION RETIREMENT INCOME PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-15525
Policy instance 1
Insurance contract or identification numberIN-15525
Number of Individuals Covered49
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-15525
Policy instance 1
Insurance contract or identification numberIN-15525
Number of Individuals Covered77
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-15525
Policy instance 1
Insurance contract or identification numberIN-15525
Number of Individuals Covered79
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Insurance broker organization code?3
Insurance broker nameJOHN P OVERLAND CLU
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-15525
Policy instance 1
Insurance contract or identification numberIN-15525
Number of Individuals Covered80
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $194
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $194
Insurance broker organization code?3
Insurance broker nameJOHN P OVERLAND CLU
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-15525
Policy instance 1
Insurance contract or identification numberIN-15525
Number of Individuals Covered80
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-15525
Policy instance 1
Insurance contract or identification numberIN-15525
Number of Individuals Covered80
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-15525
Policy instance 1
Insurance contract or identification numberIN-15525
Number of Individuals Covered83
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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

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