401k Plan data: CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN plan

CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN 401k Plan overview

Plan Name	CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN
Plan identification number	004

CAL-WEST CONCRETE CUTTING, INC. 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

CAL WEST CONCRETE CUTTING, INC. has sponsored the creation of one or more 401k plans.

Company Name: CAL WEST CONCRETE CUTTING, INC.

Employer identification number (EIN): 942292351

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-07-01 SEAN BIRCH 2024-04-12
004 2021-07-01 SEAN BIRCH 2023-04-04
004 2020-07-01 SEAN BIRCH 2022-01-12 SEAN BIRCH 2022-01-12
004 2019-07-01 SEAN BIRCH 2021-02-26
004 2018-07-01 SEAN BIRCH 2020-03-31
004 2017-07-01 WELDON BIRCH 2019-01-08
004 2016-07-01 WELDON BIRCH 2018-04-13
004 2015-07-01 WELDON BIRCH 2017-04-14
004 2014-07-01 WELDON BIRCH 2016-03-24
004 2013-07-01 WELDON BIRCH 2014-09-16
004 2012-07-01 WELDON BIRCH
004 2011-07-01 WELDON BIRCH WELDON BIRCH 2013-04-15
004 2010-07-01 WELDON BIRCH WELDON BIRCH 2012-04-11
004 2009-07-01 WELDON BIRCH WELDON BIRCH 2011-04-15
004 2009-07-01 WELDON BIRCH WELDON BIRCH 2012-04-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2022-07-01	SEAN BIRCH	2024-04-12
004	2021-07-01	SEAN BIRCH	2023-04-04
004	2020-07-01	SEAN BIRCH	2022-01-12	SEAN BIRCH	2022-01-12
004	2019-07-01	SEAN BIRCH	2021-02-26
004	2018-07-01	SEAN BIRCH	2020-03-31
004	2017-07-01	WELDON BIRCH	2019-01-08
004	2016-07-01	WELDON BIRCH	2018-04-13
004	2015-07-01	WELDON BIRCH	2017-04-14
004	2014-07-01	WELDON BIRCH	2016-03-24
004	2013-07-01	WELDON BIRCH	2014-09-16
004	2012-07-01	WELDON BIRCH
004	2011-07-01	WELDON BIRCH		WELDON BIRCH	2013-04-15
004	2010-07-01	WELDON BIRCH		WELDON BIRCH	2012-04-11
004	2009-07-01	WELDON BIRCH		WELDON BIRCH	2011-04-15
004	2009-07-01	WELDON BIRCH		WELDON BIRCH	2012-04-11

Plan Statistics for CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN

401k plan membership statisitcs for CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN

Measure Date Value
2012: CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 26
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 19
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 6
Total of all active and inactive participants 2012-07-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 25
Number of participants with account balances 2012-07-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 18
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 3
Total of all active and inactive participants 2011-07-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 21
Number of participants with account balances 2011-07-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 2
2010: CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 20
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 17
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 2
Total of all active and inactive participants 2010-07-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 19
Number of participants with account balances 2010-07-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 26
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 20
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 3
Total of all active and inactive participants 2009-07-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 23
Number of participants with account balances 2009-07-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2012: CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	26
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	19
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	6
Total of all active and inactive participants	2012-07-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	25
Number of participants with account balances	2012-07-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	18
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	3
Total of all active and inactive participants	2011-07-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	21
Number of participants with account balances	2011-07-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	2
2010: CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	20
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	17
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	2
Total of all active and inactive participants	2010-07-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	19
Number of participants with account balances	2010-07-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	26
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	20
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	3
Total of all active and inactive participants	2009-07-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	23
Number of participants with account balances	2009-07-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN

Measure	Date	Value
2013 : CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-06-30	$0
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$483,586
Expenses. Total of all expenses incurred	2013-06-30	$352,000
Benefits paid (including direct rollovers)	2013-06-30	$333,733
Total plan assets at end of year	2013-06-30	$2,319,740
Total plan assets at beginning of year	2013-06-30	$2,188,154
Value of fidelity bond covering the plan	2013-06-30	$500,000
Total contributions received or receivable from participants	2013-06-30	$20,740
Expenses. Other expenses not covered elsewhere	2013-06-30	$18,267
Contributions received from other sources (not participants or employers)	2013-06-30	$0
Other income received	2013-06-30	$448,289
Noncash contributions received	2013-06-30	$0
Net income (gross income less expenses)	2013-06-30	$131,586
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$2,319,740
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$2,188,154
Assets. Value of participant loans	2013-06-30	$3,588
Total contributions received or receivable from employer(s)	2013-06-30	$14,557
Value of certain deemed distributions of participant loans	2013-06-30	$0
Value of corrective distributions	2013-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$-173,247
Expenses. Total of all expenses incurred	2012-06-30	$524,456
Benefits paid (including direct rollovers)	2012-06-30	$505,668
Total plan assets at end of year	2012-06-30	$2,188,154
Total plan assets at beginning of year	2012-06-30	$2,885,857
Value of fidelity bond covering the plan	2012-06-30	$500,000
Total contributions received or receivable from participants	2012-06-30	$21,654
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$-210,196
Noncash contributions received	2012-06-30	$0
Net income (gross income less expenses)	2012-06-30	$-697,703
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$2,188,154
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$2,885,857
Assets. Value of participant loans	2012-06-30	$8,308
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-06-30	$21,654
Total contributions received or receivable from employer(s)	2012-06-30	$15,295
Value of certain deemed distributions of participant loans	2012-06-30	$0
Value of corrective distributions	2012-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$18,788
2011 : CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$696,387
Expenses. Total of all expenses incurred	2011-06-30	$37,754
Benefits paid (including direct rollovers)	2011-06-30	$17,999
Total plan assets at end of year	2011-06-30	$2,885,857
Total plan assets at beginning of year	2011-06-30	$2,227,224
Value of fidelity bond covering the plan	2011-06-30	$500,000
Total contributions received or receivable from participants	2011-06-30	$22,048
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$660,430
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$658,633
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$2,885,857
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$2,227,224
Assets. Value of participant loans	2011-06-30	$10,701
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-06-30	$18,571
Total contributions received or receivable from employer(s)	2011-06-30	$13,909
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$19,755

Form 5500 Responses for CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN

2012: CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: CAL-WEST CONCRETE CUTTING, INC. 401(K) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 )

Policy contract number

N6736

Policy instance

Insurance contract or identification number	N6736
Number of Individuals Covered	2
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 )

Policy contract number

N6736

Policy instance

Insurance contract or identification number	N6736
Number of Individuals Covered	1
Insurance policy start date	2011-07-12
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 )

Policy contract number

N6736

Policy instance

Insurance contract or identification number	N6736
Number of Individuals Covered	1
Insurance policy start date	2010-07-12
Insurance policy end date	2011-06-30

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Company Name:	CAL WEST CONCRETE CUTTING, INC.
Employer identification number (EIN):	942292351
NAIC Classification:	238900