401k Plan data: LASSEN MUNICIPAL UTILITY DISTRICT 401K PLAN plan

LASSEN MUNICIPAL UTILITY DISTRICT 401K PLAN 401k Plan overview

Plan Name	LASSEN MUNICIPAL UTILITY DISTRICT 401K PLAN
Plan identification number	002

LASSEN MUNICIPAL UTILITY DISTRICT 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

LASSEN MUNICIPAL UTILITY DISTRICT has sponsored the creation of one or more 401k plans.

Company Name: LASSEN MUNICIPAL UTILITY DISTRICT

Employer identification number (EIN): 680153122

NAIC Classification: 221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LASSEN MUNICIPAL UTILITY DISTRICT 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 BILL STEWART 2013-03-28 BILL STEWART 2013-03-28
002 2011-01-01 PENSION FILERS 2012-08-28
002 2010-01-01 PENSION FILERS 2011-08-04
002 2008-01-01 PENSION FILERS

Plan Statistics for LASSEN MUNICIPAL UTILITY DISTRICT 401K PLAN

401k plan membership statisitcs for LASSEN MUNICIPAL UTILITY DISTRICT 401K PLAN

Measure Date Value
2008: LASSEN MUNICIPAL UTILITY DISTRICT 401K PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 37
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 4
Total of all active and inactive participants 2008-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 41
Number of participants with account balances 2008-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0

Measure	Date	Value
2008: LASSEN MUNICIPAL UTILITY DISTRICT 401K PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	37
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	4
Total of all active and inactive participants	2008-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	41
Number of participants with account balances	2008-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Financial Data on LASSEN MUNICIPAL UTILITY DISTRICT 401K PLAN

Measure	Date	Value
2008 : LASSEN MUNICIPAL UTILITY DISTRICT 401K PLAN 2008 401k financial data
Transfers to/from the plan	2008-12-31	$0
Total plan liabilities at end of year	2008-12-31	$603
Total plan liabilities at beginning of year	2008-12-31	$777
Total income from all sources	2008-12-31	$-820,509
Expenses. Total of all expenses incurred	2008-12-31	$301,872
Benefits paid (including direct rollovers)	2008-12-31	$301,872
Total plan assets at end of year	2008-12-31	$3,212,464
Total plan assets at beginning of year	2008-12-31	$4,335,019
Value of fidelity bond covering the plan	2008-12-31	$500,000
Total contributions received or receivable from participants	2008-12-31	$225,129
Expenses. Other expenses not covered elsewhere	2008-12-31	$0
Contributions received from other sources (not participants or employers)	2008-12-31	$0
Other income received	2008-12-31	$-1,466,317
Noncash contributions received	2008-12-31	$0
Net income (gross income less expenses)	2008-12-31	$-1,122,381
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$3,211,861
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$4,334,242
Total contributions received or receivable from employer(s)	2008-12-31	$420,679
Value of certain deemed distributions of participant loans	2008-12-31	$0
Value of corrective distributions	2008-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$0
2007 : LASSEN MUNICIPAL UTILITY DISTRICT 401K PLAN 2007 401k financial data
Transfers to/from the plan	2007-12-31	$0
Total plan liabilities at end of year	2007-12-31	$777
Total plan liabilities at beginning of year	2007-12-31	$0
Total income from all sources	2007-12-31	$629,245
Expenses. Total of all expenses incurred	2007-12-31	$0
Benefits paid (including direct rollovers)	2007-12-31	$0
Total plan assets at end of year	2007-12-31	$4,335,019
Total plan assets at beginning of year	2007-12-31	$0
Value of fidelity bond covering the plan	2007-12-31	$500,000
Total contributions received or receivable from participants	2007-12-31	$173,180
Expenses. Other expenses not covered elsewhere	2007-12-31	$0
Contributions received from other sources (not participants or employers)	2007-12-31	$0
Other income received	2007-12-31	$347,464
Noncash contributions received	2007-12-31	$0
Net income (gross income less expenses)	2007-12-31	$629,245
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$4,334,242
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$0
Total contributions received or receivable from employer(s)	2007-12-31	$108,601
Value of certain deemed distributions of participant loans	2007-12-31	$0
Value of corrective distributions	2007-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2007-12-31	$0

Form 5500 Responses for LASSEN MUNICIPAL UTILITY DISTRICT 401K PLAN

2008: LASSEN MUNICIPAL UTILITY DISTRICT 401K PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

2859349

Policy instance

Insurance contract or identification number	2859349
Number of Individuals Covered	2
Insurance policy start date	2008-01-01
Insurance policy end date	2008-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

2859349

Policy instance

Insurance contract or identification number	2859349
Number of Individuals Covered	2
Insurance policy start date	2007-01-01
Insurance policy end date	2007-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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:	LASSEN MUNICIPAL UTILITY DISTRICT
Employer identification number (EIN):	680153122
NAIC Classification:	221100

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	BILL STEWART	2013-03-28	BILL STEWART	2013-03-28
002	2011-01-01	PENSION FILERS	2012-08-28
002	2010-01-01	PENSION FILERS	2011-08-04
002	2008-01-01	PENSION FILERS