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SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 401k Plan overview

Plan NameSOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE)
Plan identification number 001

SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

SOUTHERN CALIFORNIA INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN CALIFORNIA INSTITUTE
Employer identification number (EIN):330331855
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERISA FIDUCIARY SERVICES2024-05-03
0012022-01-01ERISA FIDUCIARY SERVICES2023-04-08
0012021-01-01ERISA FIDUCIARY SERVICES2022-06-10
0012020-01-01ERISA FIDUCIARY SERVICES2021-04-01
0012019-01-01ERISA FIDUCIARY SERVICES2020-06-25
0012018-01-01ERISA FIDUCIARY SERVICES
0012017-01-01
0012016-01-01
0012015-01-01BRIAN NOEL BRIAN NOEL2016-10-17
0012014-01-01FLORENCE BUTLER
0012013-01-01JOHN ANDREWS
0012012-01-01JOHN ANDREWS JOHN ANDREWS2013-08-08
0012011-01-01S LEA LOWE
0012010-01-01LEA LOWE
0012009-01-01S. LEA LOWE

Plan Statistics for SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE)

401k plan membership statisitcs for SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE)

Measure Date Value
2018: SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 2018 401k membership
Total participants, beginning-of-year2018-01-0169
Total number of active participants reported on line 7a of the Form 55002018-01-0145
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0145
Number of participants with account balances2018-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2015: SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 2015 401k membership
Total participants, beginning-of-year2015-01-0189
Total number of active participants reported on line 7a of the Form 55002015-01-0169
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0180
Number of participants with account balances2015-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 2014 401k membership
Total participants, beginning-of-year2014-01-0189
Total number of active participants reported on line 7a of the Form 55002014-01-0179
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0189
Number of participants with account balances2014-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 2013 401k membership
Total participants, beginning-of-year2013-01-01103
Total number of active participants reported on line 7a of the Form 55002013-01-0179
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0189
Number of participants with account balances2013-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 2012 401k membership
Total participants, beginning-of-year2012-01-0199
Total number of active participants reported on line 7a of the Form 55002012-01-0191
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01103
Number of participants with account balances2012-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 2011 401k membership
Total participants, beginning-of-year2011-01-01100
Total number of active participants reported on line 7a of the Form 55002011-01-0186
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0199
Number of participants with account balances2011-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 2010 401k membership
Total participants, beginning-of-year2010-01-0192
Total number of active participants reported on line 7a of the Form 55002010-01-0187
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01100
Number of participants with account balances2010-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 2009 401k membership
Total participants, beginning-of-year2009-01-0186
Total number of active participants reported on line 7a of the Form 55002009-01-0184
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0192
Number of participants with account balances2009-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE)

Measure Date Value
2018 : SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 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$6,654
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$6,654
Total plan assets at beginning of year2018-12-31$0
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$121,624
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-119,072
Net income (gross income less expenses)2018-12-31$6,654
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,654
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$4,102
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2015 : SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 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$177,686
Expenses. Total of all expenses incurred2015-12-31$226,702
Benefits paid (including direct rollovers)2015-12-31$226,702
Total plan assets at end of year2015-12-31$1,299,126
Total plan assets at beginning of year2015-12-31$1,348,142
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$160,034
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$17,652
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-49,016
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,299,126
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,348,142
Assets. Value of participant loans2015-12-31$4,393
Total contributions received or receivable from employer(s)2015-12-31$0
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$0
2014 : SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 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$224,125
Expenses. Total of all expenses incurred2014-12-31$169,193
Benefits paid (including direct rollovers)2014-12-31$169,016
Total plan assets at end of year2014-12-31$1,348,142
Total plan assets at beginning of year2014-12-31$1,293,210
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$149,771
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$74,354
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$54,932
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,348,142
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,293,210
Assets. Value of participant loans2014-12-31$4,036
Total contributions received or receivable from employer(s)2014-12-31$0
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$177
2013 : SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$389,107
Expenses. Total of all expenses incurred2013-12-31$305,031
Benefits paid (including direct rollovers)2013-12-31$305,031
Total plan assets at end of year2013-12-31$1,293,210
Total plan assets at beginning of year2013-12-31$1,209,134
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$153,469
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$1,606
Other income received2013-12-31$234,032
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$84,076
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,293,210
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,209,134
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 2012 401k financial data
Total income from all sources2012-12-31$237,677
Expenses. Total of all expenses incurred2012-12-31$30,357
Benefits paid (including direct rollovers)2012-12-31$26,602
Total plan assets at end of year2012-12-31$1,209,134
Total plan assets at beginning of year2012-12-31$1,001,814
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$112,134
Other income received2012-12-31$125,543
Net income (gross income less expenses)2012-12-31$207,320
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,209,134
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,001,814
Assets. Value of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$3,730
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 2011 401k financial data
Total income from all sources2011-12-31$95,401
Expenses. Total of all expenses incurred2011-12-31$7,939
Total plan assets at end of year2011-12-31$1,001,814
Total plan assets at beginning of year2011-12-31$914,352
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$143,111
Other income received2011-12-31$-47,710
Net income (gross income less expenses)2011-12-31$87,462
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,001,814
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$914,352
Assets. Value of participant loans2011-12-31$12,655
Value of corrective distributions2011-12-31$7,939
2010 : SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 2010 401k financial data
Total income from all sources2010-12-31$246,785
Expenses. Total of all expenses incurred2010-12-31$73,121
Benefits paid (including direct rollovers)2010-12-31$73,056
Total plan assets at end of year2010-12-31$914,352
Total plan assets at beginning of year2010-12-31$740,688
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$134,789
Other income received2010-12-31$111,996
Net income (gross income less expenses)2010-12-31$173,664
Net plan assets at end of year (total assets less liabilities)2010-12-31$914,352
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$740,688
Assets. Value of participant loans2010-12-31$16,630
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE)

2018: SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 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
2015: SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 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: SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION (SCIRE) 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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