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SO CAL MANUFACTURED HOUSING CONSTRUCTION CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameSO CAL MANUFACTURED HOUSING CONSTRUCTION CASH BALANCE PENSION PLAN
Plan identification number 002

SO CAL MANUFACTURED HOUSING CONSTRUCTION CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SO CAL MANUFACTURED HOUSING CONSTRUCTION has sponsored the creation of one or more 401k plans.

Company Name:SO CAL MANUFACTURED HOUSING CONSTRUCTION
Employer identification number (EIN):330814133
NAIC Classification:453930
NAIC Description:Manufactured (Mobile) Home Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SO CAL MANUFACTURED HOUSING CONSTRUCTION CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JENNIFER LANE2024-10-11
0022022-01-01JENNIFER LANE2023-10-03
0022021-01-01JENNIFER LANE2022-10-03
0022020-01-01JENNIFER LANE2021-10-11
0022019-01-01JENNIFER LANE2020-10-12
0022018-01-01JENNIFER LANE2019-10-04
0022017-01-01JENNIFER LANE2018-05-14
0022016-01-01JENNIFER LANE2017-10-05

Plan Statistics for SO CAL MANUFACTURED HOUSING CONSTRUCTION CASH BALANCE PENSION PLAN

401k plan membership statisitcs for SO CAL MANUFACTURED HOUSING CONSTRUCTION CASH BALANCE PENSION PLAN

Measure Date Value
2022: SO CAL MANUFACTURED HOUSING CONSTRUCTION CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31952,737
Acturial value of plan assets2022-12-31952,737
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-312
Fundng target for terminated vested participants2022-12-3112,803
Active participant vested funding target2022-12-311,076,927
Number of active participants2022-12-3118
Total funding liabilities for active participants2022-12-311,076,927
Total participant count2022-12-3120
Total funding target for all participants2022-12-311,089,730
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3124,923
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3124,923
Present value of excess contributions2022-12-3182,077
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3182,077
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3182,077
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31108,570
Total employer contributions2022-12-31201,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31193,895
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31284,180
Net shortfall amortization installment of oustanding balance2022-12-31251,415
Total funding amount beforereflecting carryover/prefunding balances2022-12-31307,414
Prefunding balance elected to use to offset funding requirement2022-12-31113,519
Additional cash requirement2022-12-31193,895
Contributions allocatedtoward minimum required contributions for current year2022-12-31193,895
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: SO CAL MANUFACTURED HOUSING CONSTRUCTION CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31858,837
Acturial value of plan assets2021-12-31858,837
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-312
Fundng target for terminated vested participants2021-12-3111,302
Active participant vested funding target2021-12-31800,841
Number of active participants2021-12-3116
Total funding liabilities for active participants2021-12-31800,841
Total participant count2021-12-3118
Total funding target for all participants2021-12-31812,143
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31145,827
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31125,733
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3120,094
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3124,923
Total employer contributions2021-12-31325,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31313,654
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31251,995
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31231,577
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31231,577
Contributions allocatedtoward minimum required contributions for current year2021-12-31313,654
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: SO CAL MANUFACTURED HOUSING CONSTRUCTION CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31834,370
Acturial value of plan assets2020-12-31834,370
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-313
Fundng target for terminated vested participants2020-12-3118,100
Active participant vested funding target2020-12-31563,468
Number of active participants2020-12-3117
Total funding liabilities for active participants2020-12-31564,231
Total participant count2020-12-3120
Total funding target for all participants2020-12-31582,331
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3147,792
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3147,792
Present value of excess contributions2020-12-3189,982
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3189,982
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3189,982
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31145,827
Total employer contributions2020-12-316,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-315,491
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31236,313
Net shortfall amortization installment of oustanding balance2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31138,253
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31132,762
Additional cash requirement2020-12-315,491
Contributions allocatedtoward minimum required contributions for current year2020-12-315,491
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: SO CAL MANUFACTURED HOUSING CONSTRUCTION CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31469,247
Acturial value of plan assets2019-12-31469,247
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-313
Fundng target for terminated vested participants2019-12-3116,993
Active participant vested funding target2019-12-31416,539
Number of active participants2019-12-3113
Total funding liabilities for active participants2019-12-31417,300
Total participant count2019-12-3116
Total funding target for all participants2019-12-31434,293
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3123,929
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3123,929
Present value of excess contributions2019-12-3126,517
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3126,517
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3126,517
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3147,792
Total employer contributions2019-12-31261,744
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31245,801
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31151,937
Net shortfall amortization installment of oustanding balance2019-12-3115,429
Total funding amount beforereflecting carryover/prefunding balances2019-12-31155,819
Additional cash requirement2019-12-31155,819
Contributions allocatedtoward minimum required contributions for current year2019-12-31245,801
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: SO CAL MANUFACTURED HOUSING CONSTRUCTION CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31407,457
Acturial value of plan assets2018-12-31407,457
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-317,567
Active participant vested funding target2018-12-31445,456
Number of active participants2018-12-3113
Total funding liabilities for active participants2018-12-31445,456
Total participant count2018-12-3114
Total funding target for all participants2018-12-31453,023
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3114,947
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3114,947
Present value of excess contributions2018-12-317,206
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-317,206
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-317,206
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3123,929
Total employer contributions2018-12-31289,300
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31269,425
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31231,337
Net shortfall amortization installment of oustanding balance2018-12-3170,877
Total funding amount beforereflecting carryover/prefunding balances2018-12-31242,908
Additional cash requirement2018-12-31242,908
Contributions allocatedtoward minimum required contributions for current year2018-12-31269,425
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: SO CAL MANUFACTURED HOUSING CONSTRUCTION CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31239,587
Acturial value of plan assets2017-12-31239,587
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31226,813
Number of active participants2017-12-3111
Total funding liabilities for active participants2017-12-31226,813
Total participant count2017-12-3111
Total funding target for all participants2017-12-31226,813
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3114,947
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3114,947
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3114,947
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3114,947
Total employer contributions2017-12-31246,983
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31244,951
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31237,745
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31237,745
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31237,745
Contributions allocatedtoward minimum required contributions for current year2017-12-31244,951
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: SO CAL MANUFACTURED HOUSING CONSTRUCTION CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-310
Acturial value of plan assets2016-12-310
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-310
Number of active participants2016-12-3110
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-3112
Total funding target for all participants2016-12-310
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31237,679
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31232,271
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31217,324
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31217,324
Additional cash requirement2016-12-31217,324
Contributions allocatedtoward minimum required contributions for current year2016-12-31232,271
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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