SANTA ROSA TELEPHONE COOPERATIVE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN
401k plan membership statisitcs for SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN
Measure | Date | Value |
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2022: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 14 |
Total of all active and inactive participants | 2022-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 21 |
2021: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 11 |
Total of all active and inactive participants | 2021-01-01 | 11 |
2020: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 11 |
Total of all active and inactive participants | 2020-01-01 | 11 |
2019: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 9 |
Total of all active and inactive participants | 2019-01-01 | 9 |
2018: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 16 |
Total of all active and inactive participants | 2018-01-01 | 16 |
Total participants | 2018-01-01 | 16 |
2017: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 17 |
Total of all active and inactive participants | 2017-01-01 | 17 |
Total participants | 2017-01-01 | 17 |
2016: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 14 |
Total of all active and inactive participants | 2016-01-01 | 14 |
Total participants | 2016-01-01 | 14 |
2015: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 14 |
Total of all active and inactive participants | 2015-01-01 | 14 |
Total participants | 2015-01-01 | 0 |
2014: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 13 |
Total of all active and inactive participants | 2014-01-01 | 13 |
Total participants | 2014-01-01 | 0 |
2013: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 12 |
Total of all active and inactive participants | 2013-01-01 | 12 |
Total participants | 2013-01-01 | 0 |
Measure | Date | Value |
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2022 : SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-888,876 |
Expenses. Total of all expenses incurred | 2022-12-31 | $64,406 |
Total plan assets at end of year | 2022-12-31 | $7,983,946 |
Total plan assets at beginning of year | 2022-12-31 | $8,937,228 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $64,406 |
Other income received | 2022-12-31 | $-888,876 |
Net income (gross income less expenses) | 2022-12-31 | $-953,282 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,983,946 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,937,228 |
Total income from all sources | 2022-05-31 | $-888,876 |
Expenses. Total of all expenses incurred | 2022-05-31 | $64,406 |
Total plan assets at end of year | 2022-05-31 | $7,983,946 |
Total plan assets at beginning of year | 2022-05-31 | $8,937,228 |
Value of fidelity bond covering the plan | 2022-05-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2022-05-31 | $64,406 |
Other income received | 2022-05-31 | $-888,876 |
Net income (gross income less expenses) | 2022-05-31 | $-953,282 |
Net plan assets at end of year (total assets less liabilities) | 2022-05-31 | $7,983,946 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-05-31 | $8,937,228 |
2021 : SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $1,043,884 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,038,543 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,000,000 |
Total plan assets at end of year | 2021-12-31 | $8,937,228 |
Total plan assets at beginning of year | 2021-12-31 | $8,931,887 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $38,543 |
Other income received | 2021-12-31 | $1,043,884 |
Net income (gross income less expenses) | 2021-12-31 | $5,341 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $8,937,228 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,931,887 |
2020 : SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $769,920 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,071,378 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,000,000 |
Total plan assets at end of year | 2020-12-31 | $8,931,887 |
Total plan assets at beginning of year | 2020-12-31 | $9,233,345 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $71,378 |
Other income received | 2020-12-31 | $769,920 |
Net income (gross income less expenses) | 2020-12-31 | $-301,458 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,931,887 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,233,345 |
2019 : SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $1,609,936 |
Expenses. Total of all expenses incurred | 2019-12-31 | $68,746 |
Total plan assets at end of year | 2019-12-31 | $9,233,345 |
Total plan assets at beginning of year | 2019-12-31 | $7,692,155 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $68,746 |
Other income received | 2019-12-31 | $1,609,936 |
Net income (gross income less expenses) | 2019-12-31 | $1,541,190 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $9,233,345 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,692,155 |
2018 : SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-310,360 |
Expenses. Total of all expenses incurred | 2018-12-31 | $271,340 |
Benefits paid (including direct rollovers) | 2018-12-31 | $195,784 |
Total plan assets at end of year | 2018-12-31 | $7,692,155 |
Total plan assets at beginning of year | 2018-12-31 | $8,273,855 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $75,556 |
Other income received | 2018-12-31 | $-506,144 |
Net income (gross income less expenses) | 2018-12-31 | $-581,700 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $7,692,155 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,273,855 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $195,784 |
2017 : SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $1,348,669 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,275,089 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,200,969 |
Total plan assets at end of year | 2017-12-31 | $8,273,855 |
Total plan assets at beginning of year | 2017-12-31 | $8,200,275 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $74,120 |
Other income received | 2017-12-31 | $1,147,700 |
Net income (gross income less expenses) | 2017-12-31 | $73,580 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $8,273,855 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,200,275 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $200,969 |
2016 : SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $794,149 |
Expenses. Total of all expenses incurred | 2016-12-31 | $248,536 |
Benefits paid (including direct rollovers) | 2016-12-31 | $179,528 |
Total plan assets at end of year | 2016-12-31 | $8,200,275 |
Total plan assets at beginning of year | 2016-12-31 | $7,654,662 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $69,008 |
Other income received | 2016-12-31 | $614,621 |
Net income (gross income less expenses) | 2016-12-31 | $545,613 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $8,200,275 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,654,662 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $179,528 |
2015 : SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $57,854 |
Expenses. Total of all expenses incurred | 2015-12-31 | $170,903 |
Benefits paid (including direct rollovers) | 2015-12-31 | $136,411 |
Total plan assets at end of year | 2015-12-31 | $7,654,662 |
Total plan assets at beginning of year | 2015-12-31 | $7,767,711 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $34,492 |
Other income received | 2015-12-31 | $-78,557 |
Net income (gross income less expenses) | 2015-12-31 | $-113,049 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $7,654,662 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,767,711 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $136,411 |
2014 : SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $790,511 |
Expenses. Total of all expenses incurred | 2014-12-31 | $216,700 |
Benefits paid (including direct rollovers) | 2014-12-31 | $157,437 |
Total plan assets at end of year | 2014-12-31 | $7,767,711 |
Total plan assets at beginning of year | 2014-12-31 | $7,193,900 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $59,263 |
Other income received | 2014-12-31 | $633,074 |
Net income (gross income less expenses) | 2014-12-31 | $573,811 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $7,767,711 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,193,900 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $157,437 |
2013 : SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $951,593 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,700,168 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,672,332 |
Total plan assets at end of year | 2013-12-31 | $7,193,900 |
Total plan assets at beginning of year | 2013-12-31 | $7,942,475 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $27,836 |
Other income received | 2013-12-31 | $779,261 |
Net income (gross income less expenses) | 2013-12-31 | $-748,575 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,193,900 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,942,475 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $172,332 |
2022: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2021: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2021 form 5500 responses |
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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 |
2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2020 form 5500 responses |
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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 |
2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2019 form 5500 responses |
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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 |
2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2018: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2018 form 5500 responses |
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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 |
2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2017 form 5500 responses |
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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 |
2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2016 form 5500 responses |
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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 |
2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2015 form 5500 responses |
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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 |
2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2014: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2014 form 5500 responses |
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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 |
2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2013: SANTA ROSA TELEPHONE COOP, INC. POSTRETIREMENT BENEFIT PLAN 2013 form 5500 responses |
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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 |
2013-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |