401k Plan data: SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION 401(K) PLAN plan

SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION 401(K) PLAN 401k Plan overview

Plan Name	SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION 401(K) PLAN
Plan identification number	002

SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION 401(K) PLAN Benefits

401k Plan Type

Defined 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

SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION

Employer identification number (EIN): 951757877

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MICHAEL ZUCCHET 2024-04-23
002 2022-01-01 MICHAEL ZUCCHET 2023-10-12 MICHAEL ZUCCHET 2023-10-12
002 2021-01-01 MICHAEL ZUCCHET 2022-10-04 MICHAEL ZUCCHET 2022-10-04
002 2020-01-01 MICHAEL ZUCCHET 2021-07-20 MICHAEL ZUCCHET 2021-07-20
002 2019-01-01 MICHAEL ZUCCHET 2020-08-26 MICHAEL ZUCCHET 2020-08-26
002 2018-01-01 MICHAEL ZUCCHET 2019-10-09 MICHAEL ZUCCHET 2019-10-09
002 2017-01-01 MICHAEL ZUCCHET 2018-09-20 MICHAEL ZUCCHET 2018-09-20
002 2016-01-01 MICHAEL ZUCCHET
002 2015-01-01 MICHAEL ZUCCHET
002 2015-01-01 MICHAEL ZUCCHET MICHAEL ZUCCHET 2017-08-29
002 2014-01-01 MICHAEL ZUCCHET 2015-10-14 MICHAEL ZUCCHET 2015-10-14
002 2013-01-01 MICHAEL ZUCCHET 2014-10-13 MICHAEL ZUCCHET 2014-10-13
002 2012-01-01 MICHAEL ZUCCHET 2013-10-10 MICHAEL ZUCCHET 2013-10-10
002 2011-01-01 MICHAEL ZUCCHET 2012-10-01 MICHAEL ZUCCHET 2012-10-01
002 2010-07-01 MICHAEL ZUCCHET 2011-09-01 MICHAEL ZUCCHET 2011-09-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MICHAEL ZUCCHET	2024-04-23
002	2022-01-01	MICHAEL ZUCCHET	2023-10-12	MICHAEL ZUCCHET	2023-10-12
002	2021-01-01	MICHAEL ZUCCHET	2022-10-04	MICHAEL ZUCCHET	2022-10-04
002	2020-01-01	MICHAEL ZUCCHET	2021-07-20	MICHAEL ZUCCHET	2021-07-20
002	2019-01-01	MICHAEL ZUCCHET	2020-08-26	MICHAEL ZUCCHET	2020-08-26
002	2018-01-01	MICHAEL ZUCCHET	2019-10-09	MICHAEL ZUCCHET	2019-10-09
002	2017-01-01	MICHAEL ZUCCHET	2018-09-20	MICHAEL ZUCCHET	2018-09-20
002	2016-01-01	MICHAEL ZUCCHET
002	2015-01-01	MICHAEL ZUCCHET
002	2015-01-01	MICHAEL ZUCCHET		MICHAEL ZUCCHET	2017-08-29
002	2014-01-01	MICHAEL ZUCCHET	2015-10-14	MICHAEL ZUCCHET	2015-10-14
002	2013-01-01	MICHAEL ZUCCHET	2014-10-13	MICHAEL ZUCCHET	2014-10-13
002	2012-01-01	MICHAEL ZUCCHET	2013-10-10	MICHAEL ZUCCHET	2013-10-10
002	2011-01-01	MICHAEL ZUCCHET	2012-10-01	MICHAEL ZUCCHET	2012-10-01
002	2010-07-01	MICHAEL ZUCCHET	2011-09-01	MICHAEL ZUCCHET	2011-09-01

Plan Statistics for SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION 401(K) PLAN

401k plan membership statisitcs for SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION 401(K) PLAN

Measure Date Value
2016: SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2016: SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION 401(K) PLAN

Measure	Date	Value
2016 : SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$302,794
Expenses. Total of all expenses incurred	2016-12-31	$369
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,824,029
Total plan assets at beginning of year	2016-12-31	$1,521,604
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$37,687
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$154,956
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$302,425
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,824,029
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,521,604
Assets. Value of participant loans	2016-12-31	$137,828
Total contributions received or receivable from employer(s)	2016-12-31	$110,151
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$369
2015 : SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$167,930
Expenses. Total of all expenses incurred	2015-12-31	$600
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,514,504
Total plan assets at beginning of year	2015-12-31	$1,347,174
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$35,807
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$21,770
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$167,330
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,514,504
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,347,174
Assets. Value of participant loans	2015-12-31	$146,531
Total contributions received or receivable from employer(s)	2015-12-31	$110,353
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$600

Form 5500 Responses for SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION 401(K) PLAN

2016: SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SAN DIEGO MUNICIPAL EMPLOYEES ASSOCIATION
Employer identification number (EIN):	951757877
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations