Logo

CLTF FOR SO. CAL 401(K) PLAN 401k Plan overview

Plan NameCLTF FOR SO. CAL 401(K) PLAN
Plan identification number 001

CLTF FOR SO. CAL 401(K) PLAN 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

CLTF FOR SO. CAL. ADMINISTRATIVE CO. LLC has sponsored the creation of one or more 401k plans.

Company Name:CLTF FOR SO. CAL. ADMINISTRATIVE CO. LLC
Employer identification number (EIN):954773932
NAIC Classification:525920
NAIC Description:Trusts, Estates, and Agency Accounts

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLTF FOR SO. CAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01YVONNE HIGA
0012023-01-01
0012023-01-01YVONNE HIGA
0012022-01-01
0012022-01-01YVONNE HIGA
0012021-01-01
0012021-01-01YVONNE HIGA
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01HANY KILADA
0012016-01-01YVONNE HIGA
0012015-01-01RICHARD QUEVEDO
0012014-01-01RICHARD QUEVEDO
0012013-01-01RICHARD QUEVEDO2014-05-22
0012012-01-01RICHARD QUEVEDO2013-04-30
0012011-01-01RICHARD QUEVEDO2012-06-05
0012010-01-01RICHARD QUEVEDO2011-05-19

Financial Data on CLTF FOR SO. CAL 401(K) PLAN

Measure Date Value
2023 : CLTF FOR SO. CAL 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,005,423
Expenses. Total of all expenses incurred2023-12-31$91,162
Benefits paid (including direct rollovers)2023-12-31$59,097
Total plan assets at end of year2023-12-31$4,927,392
Total plan assets at beginning of year2023-12-31$4,013,131
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$114,623
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$674,899
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$914,261
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,927,392
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,013,131
Assets. Value of participant loans2023-12-31$169,702
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$215,901
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$32,065
2022 : CLTF FOR SO. CAL 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-505,087
Expenses. Total of all expenses incurred2022-12-31$51,121
Benefits paid (including direct rollovers)2022-12-31$39,146
Total plan assets at end of year2022-12-31$4,013,131
Total plan assets at beginning of year2022-12-31$4,569,339
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$97,094
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-793,659
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-556,208
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,013,131
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,569,339
Assets. Value of participant loans2022-12-31$149,330
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$191,478
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$10,337
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,638
2021 : CLTF FOR SO. CAL 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$844,813
Expenses. Total of all expenses incurred2021-12-31$758,418
Benefits paid (including direct rollovers)2021-12-31$757,749
Total plan assets at end of year2021-12-31$4,569,339
Total plan assets at beginning of year2021-12-31$4,482,944
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$108,596
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$551,663
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$86,395
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,569,339
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,482,944
Assets. Value of participant loans2021-12-31$136,751
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$184,554
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$669
2020 : CLTF FOR SO. CAL 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$820,745
Expenses. Total of all expenses incurred2020-12-31$473,806
Benefits paid (including direct rollovers)2020-12-31$473,018
Total plan assets at end of year2020-12-31$4,482,944
Total plan assets at beginning of year2020-12-31$4,136,005
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$60,845
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$602,297
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$346,939
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,482,944
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,136,005
Assets. Value of participant loans2020-12-31$196,298
Total contributions received or receivable from employer(s)2020-12-31$157,603
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$788
2019 : CLTF FOR SO. CAL 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$971,998
Expenses. Total of all expenses incurred2019-12-31$90,026
Benefits paid (including direct rollovers)2019-12-31$88,713
Total plan assets at end of year2019-12-31$4,136,005
Total plan assets at beginning of year2019-12-31$3,254,033
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$58,010
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$754,561
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$881,972
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,136,005
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,254,033
Assets. Value of participant loans2019-12-31$230,819
Total contributions received or receivable from employer(s)2019-12-31$159,427
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,313
2018 : CLTF FOR SO. CAL 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-62,763
Expenses. Total of all expenses incurred2018-12-31$258,922
Benefits paid (including direct rollovers)2018-12-31$207,565
Total plan assets at end of year2018-12-31$3,254,033
Total plan assets at beginning of year2018-12-31$3,575,718
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$61,697
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-272,917
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-321,685
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,254,033
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,575,718
Assets. Value of participant loans2018-12-31$195,671
Total contributions received or receivable from employer(s)2018-12-31$148,457
Value of certain deemed distributions of participant loans2018-12-31$47,666
Value of corrective distributions2018-12-31$2,647
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,044
2017 : CLTF FOR SO. CAL 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$758,191
Expenses. Total of all expenses incurred2017-12-31$491,952
Benefits paid (including direct rollovers)2017-12-31$490,502
Total plan assets at end of year2017-12-31$3,575,718
Total plan assets at beginning of year2017-12-31$3,309,479
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$68,731
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$529,082
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$266,239
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,575,718
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,309,479
Assets. Value of participant loans2017-12-31$232,453
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$160,378
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,450
2016 : CLTF FOR SO. CAL 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$456,758
Expenses. Total of all expenses incurred2016-12-31$228,138
Benefits paid (including direct rollovers)2016-12-31$226,532
Total plan assets at end of year2016-12-31$3,309,479
Total plan assets at beginning of year2016-12-31$3,080,859
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$68,107
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$220,057
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$228,620
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,309,479
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,080,859
Assets. Value of participant loans2016-12-31$265,539
Total contributions received or receivable from employer(s)2016-12-31$168,594
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,606
2015 : CLTF FOR SO. CAL 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$227,267
Expenses. Total of all expenses incurred2015-12-31$161,542
Benefits paid (including direct rollovers)2015-12-31$160,442
Total plan assets at end of year2015-12-31$3,080,859
Total plan assets at beginning of year2015-12-31$3,015,134
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$73,283
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$3,293
Other income received2015-12-31$-26,645
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$65,725
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,080,859
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,015,134
Assets. Value of participant loans2015-12-31$267,926
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$177,336
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,100
2014 : CLTF FOR SO. CAL 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$406,340
Expenses. Total of all expenses incurred2014-12-31$202,808
Benefits paid (including direct rollovers)2014-12-31$201,835
Total plan assets at end of year2014-12-31$3,015,134
Total plan assets at beginning of year2014-12-31$2,811,602
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$69,739
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$155,277
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$203,532
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,015,134
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,811,602
Assets. Value of participant loans2014-12-31$241,919
Total contributions received or receivable from employer(s)2014-12-31$181,324
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$973

Form 5500 Responses for CLTF FOR SO. CAL 401(K) PLAN

2023: CLTF FOR SO. CAL 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CLTF FOR SO. CAL 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CLTF FOR SO. CAL 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CLTF FOR SO. CAL 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CLTF FOR SO. CAL 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CLTF FOR SO. CAL 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CLTF FOR SO. CAL 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CLTF FOR SO. CAL 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CLTF FOR SO. CAL 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CLTF FOR SO. CAL 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHH136
Policy instance 1

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1