401k Plan data: SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST plan

SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST
Plan identification number	001

SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHERN CALIFORNIA MATERIAL HANDLING INC. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN CALIFORNIA MATERIAL HANDLING INC.

Employer identification number (EIN): 352199122

NAIC Classification: 453990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 MIKE STEWART MIKE STEWART 2014-05-08
001 2012-01-01 MIKE STEWART MIKE STEWART 2013-10-10
001 2011-01-01 JESSE WELSH MIKE STEWART 2013-05-20
001 2009-01-01 YVONNE ALVARADO
001 2009-01-01 YVONNE ALVARADO TIM CLEARY 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	MIKE STEWART	MIKE STEWART	2014-05-08
001	2012-01-01	MIKE STEWART	MIKE STEWART	2013-10-10
001	2011-01-01	JESSE WELSH	MIKE STEWART	2013-05-20
001	2009-01-01	YVONNE ALVARADO
001	2009-01-01	YVONNE ALVARADO	TIM CLEARY	2010-10-15

Plan Statistics for SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2013: SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 122
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 39
Total of all active and inactive participants 2012-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 163
Number of participants with account balances 2012-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 60
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 39
Total of all active and inactive participants 2011-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 102
Number of participants with account balances 2011-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 82
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 39
Total of all active and inactive participants 2009-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 122
Number of participants with account balances 2009-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 9

Measure	Date	Value
2013: SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	122
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	39
Total of all active and inactive participants	2012-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	163
Number of participants with account balances	2012-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	60
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	39
Total of all active and inactive participants	2011-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	102
Number of participants with account balances	2011-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	82
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	39
Total of all active and inactive participants	2009-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	122
Number of participants with account balances	2009-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	9

Financial Data on SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2013 : SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total transfer of assets from this plan	2013-07-29	$3,271,191
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-07-29	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-07-29	$0
Total income from all sources (including contributions)	2013-07-29	$383,191
Total of all expenses incurred	2013-07-29	$303,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-07-29	$283,343
Value of total corrective distributions	2013-07-29	$10,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-07-29	$146,580
Value of total assets at end of year	2013-07-29	$0
Value of total assets at beginning of year	2013-07-29	$3,191,781
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-07-29	$9,693
Total interest from all sources	2013-07-29	$4,113
Total dividends received (eg from common stock, registered investment company shares)	2013-07-29	$27,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-07-29	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-07-29	$0
Total dividends received from registered investment company shares (eg mutual funds)	2013-07-29	$27,759
Was this plan covered by a fidelity bond	2013-07-29	Yes
Value of fidelity bond cover	2013-07-29	$500,000
If this is an individual account plan, was there a blackout period	2013-07-29	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-07-29	$0
Were there any nonexempt tranactions with any party-in-interest	2013-07-29	No
Contributions received from participants	2013-07-29	$118,480
Participant contributions at end of year	2013-07-29	$0
Participant contributions at beginning of year	2013-07-29	$94,361
Administrative expenses (other) incurred	2013-07-29	$9,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-07-29	No
Value of net income/loss	2013-07-29	$79,410
Value of net assets at end of year (total assets less liabilities)	2013-07-29	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-07-29	$3,191,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-07-29	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-07-29	No
Were any leases to which the plan was party in default or uncollectible	2013-07-29	No
Investment advisory and management fees	2013-07-29	$474
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-07-29	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-07-29	$2,977,365
Interest on participant loans	2013-07-29	$3,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-07-29	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-07-29	$120,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-07-29	$120,055
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-07-29	$577
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-07-29	$204,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-07-29	No
Was there a failure to transmit to the plan any participant contributions	2013-07-29	No
Has the plan failed to provide any benefit when due under the plan	2013-07-29	No
Contributions received in cash from employer	2013-07-29	$28,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-07-29	$283,343
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	2013-07-29	No
Did the plan have assets held for investment	2013-07-29	No
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	2013-07-29	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-07-29	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-07-29	Yes
Opinion of an independent qualified public accountant for this plan	2013-07-29	Disclaimer
Accountancy firm name	2013-07-29	DAVID L. BUCK, CPA
Accountancy firm EIN	2013-07-29	752988353
2012 : SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$579,752
Total of all expenses incurred	2012-12-31	$438,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$425,043
Value of total corrective distributions	2012-12-31	$6,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$250,048
Value of total assets at end of year	2012-12-31	$3,191,781
Value of total assets at beginning of year	2012-12-31	$3,050,203
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$6,614
Total interest from all sources	2012-12-31	$4,920
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$65,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$65,147
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$179,281
Participant contributions at end of year	2012-12-31	$94,361
Participant contributions at beginning of year	2012-12-31	$80,307
Administrative expenses (other) incurred	2012-12-31	$6,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$141,578
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,191,781
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,050,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$592
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,977,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,738,487
Interest on participant loans	2012-12-31	$4,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$120,055
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$231,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$231,409
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$259,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$70,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$425,043
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	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountancy firm name	2012-12-31	DAVID L. BUCK, CPA
Accountancy firm EIN	2012-12-31	752988353
2011 : SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$156,356
Total of all expenses incurred	2011-12-31	$161,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$152,866
Value of total corrective distributions	2011-12-31	$3,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$210,016
Value of total assets at end of year	2011-12-31	$3,050,203
Value of total assets at beginning of year	2011-12-31	$3,055,077
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$5,105
Total interest from all sources	2011-12-31	$7,000
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$90,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$90,192
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$200,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$157,378
Participant contributions at end of year	2011-12-31	$80,307
Participant contributions at beginning of year	2011-12-31	$94,993
Administrative expenses (other) incurred	2011-12-31	$4,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-4,874
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,050,203
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,055,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$561
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,738,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,796,645
Interest on participant loans	2011-12-31	$6,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$231,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$163,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$163,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-150,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$52,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$152,866
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	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PLEASE READ ATTACHMENT
Accountancy firm EIN	2011-12-31	111111111
2010 : SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$570,818
Total of all expenses incurred	2010-12-31	$325,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$316,681
Expenses. Certain deemed distributions of participant loans	2010-12-31	$2,411
Value of total corrective distributions	2010-12-31	$1,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$255,389
Value of total assets at end of year	2010-12-31	$3,055,077
Value of total assets at beginning of year	2010-12-31	$2,810,207
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$5,439
Total interest from all sources	2010-12-31	$9,683
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$68,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$68,319
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$200,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$179,212
Participant contributions at end of year	2010-12-31	$94,993
Participant contributions at beginning of year	2010-12-31	$108,565
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$10,240
Administrative expenses (other) incurred	2010-12-31	$5,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$244,870
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,055,077
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,810,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$319
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,796,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,466,523
Interest on participant loans	2010-12-31	$9,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$163,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$235,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$235,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$27
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$237,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$65,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$316,681
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	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ROBERT E. MOE
Accountancy firm EIN	2010-12-31	330800760
2009 : SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST

2013: SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SCMH SALARIED EMPLOYEES' 401K PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SOUTHERN CALIFORNIA MATERIAL HANDLING INC.
Employer identification number (EIN):	352199122
NAIC Classification:	453990