GOLDEN WEST SECURITY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GOLDEN WEST SECURITY, INC. 401(K) & PROFIT SHARING PLAN
401k plan membership statisitcs for GOLDEN WEST SECURITY, INC. 401(K) & PROFIT SHARING PLAN
Measure | Date | Value |
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2023 : GOLDEN WEST SECURITY, INC. 401(K) & PROFIT SHARING PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
Total income from all sources (including contributions) | 2023-03-31 | $90,446 |
Total loss/gain on sale of assets | 2023-03-31 | $0 |
Total of all expenses incurred | 2023-03-31 | $176,481 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $176,077 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $110,666 |
Value of total assets at end of year | 2023-03-31 | $391,354 |
Value of total assets at beginning of year | 2023-03-31 | $477,389 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $404 |
Total interest from all sources | 2023-03-31 | $82 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-03-31 | $1,209 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-03-31 | $1,209 |
Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
Value of fidelity bond cover | 2023-03-31 | $385,000 |
If this is an individual account plan, was there a blackout period | 2023-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
Contributions received from participants | 2023-03-31 | $69,152 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Value of net income/loss | 2023-03-31 | $-86,035 |
Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $391,354 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $477,389 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-03-31 | $70,619 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-03-31 | $133,093 |
Value of interest in pooled separate accounts at end of year | 2023-03-31 | $61,694 |
Value of interest in pooled separate accounts at beginning of year | 2023-03-31 | $129,496 |
Interest earned on other investments | 2023-03-31 | $82 |
Value of interest in common/collective trusts at end of year | 2023-03-31 | $249,783 |
Value of interest in common/collective trusts at beginning of year | 2023-03-31 | $214,800 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-03-31 | $9,258 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-03-31 | $-7,301 |
Net investment gain/loss from pooled separate accounts | 2023-03-31 | $-2,130 |
Net investment gain or loss from common/collective trusts | 2023-03-31 | $-12,080 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
Contributions received in cash from employer | 2023-03-31 | $41,514 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $176,077 |
Contract administrator fees | 2023-03-31 | $404 |
Did the plan have assets held for investment | 2023-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
Accountancy firm name | 2023-03-31 | FARBER HASS HURLEY LLP |
Accountancy firm EIN | 2023-03-31 | 204207759 |
2022 : GOLDEN WEST SECURITY, INC. 401(K) & PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $0 |
Total income from all sources (including contributions) | 2022-03-31 | $171,384 |
Total loss/gain on sale of assets | 2022-03-31 | $0 |
Total of all expenses incurred | 2022-03-31 | $85,341 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $85,041 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $145,326 |
Value of total assets at end of year | 2022-03-31 | $477,389 |
Value of total assets at beginning of year | 2022-03-31 | $391,346 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $300 |
Total interest from all sources | 2022-03-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-03-31 | $2,511 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-03-31 | $2,511 |
Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
Value of fidelity bond cover | 2022-03-31 | $385,000 |
If this is an individual account plan, was there a blackout period | 2022-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
Contributions received from participants | 2022-03-31 | $98,362 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-03-31 | $3,037 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-03-31 | $600 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Value of net income/loss | 2022-03-31 | $86,043 |
Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $477,389 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $391,346 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-03-31 | $133,093 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-03-31 | $145,077 |
Value of interest in pooled separate accounts at end of year | 2022-03-31 | $129,496 |
Value of interest in pooled separate accounts at beginning of year | 2022-03-31 | $83,998 |
Value of interest in common/collective trusts at end of year | 2022-03-31 | $214,800 |
Value of interest in common/collective trusts at beginning of year | 2022-03-31 | $162,271 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-03-31 | $12,207 |
Net investment gain/loss from pooled separate accounts | 2022-03-31 | $7,153 |
Net investment gain or loss from common/collective trusts | 2022-03-31 | $4,187 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
Contributions received in cash from employer | 2022-03-31 | $43,927 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $84,441 |
Contract administrator fees | 2022-03-31 | $300 |
Did the plan have assets held for investment | 2022-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
Accountancy firm name | 2022-03-31 | FARBER HASS HURLEY LLP |
Accountancy firm EIN | 2022-03-31 | 204207759 |
2021 : GOLDEN WEST SECURITY, INC. 401(K) & PROFIT SHARING PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total income from all sources (including contributions) | 2021-03-31 | $233,763 |
Total loss/gain on sale of assets | 2021-03-31 | $0 |
Total of all expenses incurred | 2021-03-31 | $769 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $719 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $134,881 |
Value of total assets at end of year | 2021-03-31 | $391,346 |
Value of total assets at beginning of year | 2021-03-31 | $158,352 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $50 |
Total interest from all sources | 2021-03-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-03-31 | $1,430 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-03-31 | $1,430 |
Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
Value of fidelity bond cover | 2021-03-31 | $385,000 |
If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
Contributions received from participants | 2021-03-31 | $91,736 |
Other income not declared elsewhere | 2021-03-31 | $19 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Value of net income/loss | 2021-03-31 | $232,994 |
Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $391,346 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $158,352 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $145,077 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $53,494 |
Value of interest in pooled separate accounts at end of year | 2021-03-31 | $83,998 |
Value of interest in pooled separate accounts at beginning of year | 2021-03-31 | $29,148 |
Value of interest in common/collective trusts at end of year | 2021-03-31 | $162,271 |
Value of interest in common/collective trusts at beginning of year | 2021-03-31 | $75,710 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-03-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-03-31 | $37,094 |
Net investment gain/loss from pooled separate accounts | 2021-03-31 | $25,031 |
Net investment gain or loss from common/collective trusts | 2021-03-31 | $35,308 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
Contributions received in cash from employer | 2021-03-31 | $43,145 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $719 |
Contract administrator fees | 2021-03-31 | $50 |
Did the plan have assets held for investment | 2021-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Disclaimer |
Accountancy firm name | 2021-03-31 | FARBER HASS HURLEY LLP |
Accountancy firm EIN | 2021-03-31 | 204207759 |
2020 : GOLDEN WEST SECURITY, INC. 401(K) & PROFIT SHARING PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $0 |
Total income from all sources (including contributions) | 2020-03-31 | $97,127 |
Total loss/gain on sale of assets | 2020-03-31 | $0 |
Total of all expenses incurred | 2020-03-31 | $6,992 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $6,752 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-31 | $117,351 |
Value of total assets at end of year | 2020-03-31 | $158,352 |
Value of total assets at beginning of year | 2020-03-31 | $68,217 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $240 |
Total interest from all sources | 2020-03-31 | $3 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-03-31 | $627 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-03-31 | $627 |
Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
Value of fidelity bond cover | 2020-03-31 | $385,000 |
If this is an individual account plan, was there a blackout period | 2020-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
Contributions received from participants | 2020-03-31 | $78,136 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Value of net income/loss | 2020-03-31 | $90,135 |
Value of net assets at end of year (total assets less liabilities) | 2020-03-31 | $158,352 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-03-31 | $68,217 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-03-31 | $53,494 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-03-31 | $13,391 |
Value of interest in pooled separate accounts at end of year | 2020-03-31 | $29,148 |
Value of interest in pooled separate accounts at beginning of year | 2020-03-31 | $11,383 |
Interest earned on other investments | 2020-03-31 | $3 |
Value of interest in common/collective trusts at end of year | 2020-03-31 | $75,710 |
Value of interest in common/collective trusts at beginning of year | 2020-03-31 | $43,222 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-03-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-03-31 | $221 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-03-31 | $-9,574 |
Net investment gain/loss from pooled separate accounts | 2020-03-31 | $-6,527 |
Net investment gain or loss from common/collective trusts | 2020-03-31 | $-4,753 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
Contributions received in cash from employer | 2020-03-31 | $39,215 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $6,752 |
Contract administrator fees | 2020-03-31 | $240 |
Did the plan have assets held for investment | 2020-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Disclaimer |
Accountancy firm name | 2020-03-31 | FARBER HASS HURLEY LLP |
Accountancy firm EIN | 2020-03-31 | 204207759 |
2019 : GOLDEN WEST SECURITY, INC. 401(K) & PROFIT SHARING PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $0 |
Total income from all sources (including contributions) | 2019-03-31 | $68,217 |
Total loss/gain on sale of assets | 2019-03-31 | $0 |
Total of all expenses incurred | 2019-03-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-03-31 | $64,128 |
Value of total assets at end of year | 2019-03-31 | $68,217 |
Value of total assets at beginning of year | 2019-03-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-31 | $0 |
Total interest from all sources | 2019-03-31 | $2 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-03-31 | $64 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-03-31 | $64 |
Was this plan covered by a fidelity bond | 2019-03-31 | Yes |
Value of fidelity bond cover | 2019-03-31 | $385,000 |
If this is an individual account plan, was there a blackout period | 2019-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
Contributions received from participants | 2019-03-31 | $45,548 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
Value of net income/loss | 2019-03-31 | $68,217 |
Value of net assets at end of year (total assets less liabilities) | 2019-03-31 | $68,217 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-03-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-03-31 | $13,391 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-03-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2019-03-31 | $11,383 |
Value of interest in pooled separate accounts at beginning of year | 2019-03-31 | $0 |
Interest earned on other investments | 2019-03-31 | $2 |
Value of interest in common/collective trusts at end of year | 2019-03-31 | $43,222 |
Value of interest in common/collective trusts at beginning of year | 2019-03-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-03-31 | $221 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-03-31 | $1,226 |
Net investment gain/loss from pooled separate accounts | 2019-03-31 | $913 |
Net investment gain or loss from common/collective trusts | 2019-03-31 | $1,884 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-03-31 | No |
Contributions received in cash from employer | 2019-03-31 | $18,580 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-03-31 | No |
Did the plan have assets held for investment | 2019-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-03-31 | Disclaimer |
Accountancy firm name | 2019-03-31 | FARBER HASS HURLEY LLP |
Accountancy firm EIN | 2019-03-31 | 204207759 |