401k Plan data: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN plan

STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN
Plan identification number	002

STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit)

401k Sponsoring company profile

STEVEN WORLEY CONSTRUCTION, INC. has sponsored the creation of one or more 401k plans.

Company Name: STEVEN WORLEY CONSTRUCTION, INC.

Employer identification number (EIN): 330830993

NAIC Classification: 236200

Additional information about STEVEN WORLEY CONSTRUCTION, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1998-11-23

Company Identification Number: C2041072

Legal Registered Office Address: 15131 Picturesque Pt

El Cajon
United States of America (USA)
92021

More information about STEVEN WORLEY CONSTRUCTION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 STEVEN WORLEY
002 2016-01-01 STEVEN WORLEY
002 2015-01-01 STEVEN WORLEY
002 2014-01-01 STEVEN WORLEY
002 2013-01-01 STEVEN WORLEY
002 2012-01-01 STEVEN WORLEY
002 2011-01-01 STEVEN WORLEY
002 2009-01-01 STEVEN WORLEY

Plan Statistics for STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN

Measure Date Value
2021: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Total of all active and inactive participants 2021-01-01 2
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
2020: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Total of all active and inactive participants 2020-01-01 2
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
2019: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Total of all active and inactive participants 2019-01-01 2
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
2018: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Total of all active and inactive participants 2018-01-01 2
Total participants 2018-01-01 2
2017: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
2016: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
2015: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
2014: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
2013: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
2012: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2009: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2021: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Total of all active and inactive participants	2021-01-01	2
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
2020: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Total of all active and inactive participants	2020-01-01	2
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
2019: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Total of all active and inactive participants	2019-01-01	2
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
2018: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Total of all active and inactive participants	2018-01-01	2
Total participants	2018-01-01	2
2017: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
2016: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
2015: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
2014: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
2013: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
2012: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2009: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2021 : STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$52,194
Expenses. Total of all expenses incurred	2021-12-31	$106,364
Benefits paid (including direct rollovers)	2021-12-31	$100,000
Total plan assets at end of year	2021-12-31	$604,488
Total plan assets at beginning of year	2021-12-31	$658,658
Expenses. Other expenses not covered elsewhere	2021-12-31	$6,364
Other income received	2021-12-31	$52,194
Net income (gross income less expenses)	2021-12-31	$-54,170
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$604,488
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$658,658
2020 : STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$56,180
Expenses. Total of all expenses incurred	2020-12-31	$6,660
Total plan assets at end of year	2020-12-31	$658,658
Total plan assets at beginning of year	2020-12-31	$609,138
Expenses. Other expenses not covered elsewhere	2020-12-31	$6,660
Other income received	2020-12-31	$56,180
Net income (gross income less expenses)	2020-12-31	$49,520
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$658,658
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$609,138
2019 : STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$123,701
Expenses. Total of all expenses incurred	2019-12-31	$8,165
Total plan assets at end of year	2019-12-31	$609,138
Total plan assets at beginning of year	2019-12-31	$493,602
Expenses. Other expenses not covered elsewhere	2019-12-31	$8,165
Other income received	2019-12-31	$123,701
Net income (gross income less expenses)	2019-12-31	$115,536
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$609,138
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$493,602
2018 : STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-30,328
Expenses. Total of all expenses incurred	2018-12-31	$8,533
Total plan assets at end of year	2018-12-31	$493,602
Total plan assets at beginning of year	2018-12-31	$532,463
Expenses. Other expenses not covered elsewhere	2018-12-31	$8,533
Other income received	2018-12-31	$-30,328
Net income (gross income less expenses)	2018-12-31	$-38,861
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$493,602
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$532,463
2017 : STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$77,613
Expenses. Total of all expenses incurred	2017-12-31	$7,969
Total plan assets at end of year	2017-12-31	$532,463
Total plan assets at beginning of year	2017-12-31	$462,819
Expenses. Other expenses not covered elsewhere	2017-12-31	$7,969
Other income received	2017-12-31	$77,613
Net income (gross income less expenses)	2017-12-31	$69,644
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$532,463
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$462,819
2016 : STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$-2,062
Expenses. Total of all expenses incurred	2016-12-31	$6,851
Total plan assets at end of year	2016-12-31	$462,819
Total plan assets at beginning of year	2016-12-31	$471,732
Expenses. Other expenses not covered elsewhere	2016-12-31	$6,851
Other income received	2016-12-31	$-2,062
Net income (gross income less expenses)	2016-12-31	$-8,913
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$462,819
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$471,732
2015 : STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-29,940
Expenses. Total of all expenses incurred	2015-12-31	$210,604
Benefits paid (including direct rollovers)	2015-12-31	$199,965
Total plan assets at end of year	2015-12-31	$471,732
Total plan assets at beginning of year	2015-12-31	$712,276
Expenses. Other expenses not covered elsewhere	2015-12-31	$10,639
Other income received	2015-12-31	$-29,940
Net income (gross income less expenses)	2015-12-31	$-240,544
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$471,732
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$712,276
2014 : STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$53,168
Expenses. Total of all expenses incurred	2014-12-31	$12,186
Total plan assets at end of year	2014-12-31	$712,276
Total plan assets at beginning of year	2014-12-31	$671,294
Expenses. Other expenses not covered elsewhere	2014-12-31	$12,186
Other income received	2014-12-31	$53,168
Net income (gross income less expenses)	2014-12-31	$40,982
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$712,276
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$671,294
2013 : STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$91,928
Expenses. Total of all expenses incurred	2013-12-31	$11,795
Total plan assets at end of year	2013-12-31	$671,294
Total plan assets at beginning of year	2013-12-31	$591,161
Expenses. Other expenses not covered elsewhere	2013-12-31	$11,795
Other income received	2013-12-31	$91,928
Net income (gross income less expenses)	2013-12-31	$80,133
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$671,294
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$591,161
2012 : STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$46,046
Expenses. Total of all expenses incurred	2012-12-31	$3,232
Total plan assets at end of year	2012-12-31	$591,161
Total plan assets at beginning of year	2012-12-31	$548,347
Expenses. Other expenses not covered elsewhere	2012-12-31	$3,232
Other income received	2012-12-31	$46,046
Net income (gross income less expenses)	2012-12-31	$42,814
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$591,161
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$548,347
2011 : STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-25,194
Expenses. Total of all expenses incurred	2011-12-31	$12,259
Total plan assets at end of year	2011-12-31	$548,347
Total plan assets at beginning of year	2011-12-31	$585,800
Expenses. Other expenses not covered elsewhere	2011-12-31	$12,259
Other income received	2011-12-31	$-25,194
Net income (gross income less expenses)	2011-12-31	$-37,453
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$548,347
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$585,800
2010 : STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$51,519
Expenses. Total of all expenses incurred	2010-12-31	$2,787
Total plan assets at end of year	2010-12-31	$585,800
Total plan assets at beginning of year	2010-12-31	$537,068
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,787
Other income received	2010-12-31	$51,519
Net income (gross income less expenses)	2010-12-31	$48,732
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$585,800
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$537,068

Form 5500 Responses for STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN

2021: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: STEVEN WORLEY CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEVEN WORLEY CONSTRUCTION, INC.
Employer identification number (EIN):	330830993
NAIC Classification:	236200

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1998-11-23
Company Identification Number:	C2041072
Legal Registered Office Address:	15131 Picturesque Pt El Cajon United States of America (USA) 92021