401k Plan data: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN plan

THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN
Plan identification number	001

THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

THE SCOTTS VALLEY GROUP, INC. DBA MARCOM has sponsored the creation of one or more 401k plans.

Company Name: THE SCOTTS VALLEY GROUP, INC. DBA MARCOM

Employer identification number (EIN): 942531218

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about THE SCOTTS VALLEY GROUP, INC. DBA MARCOM

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1978-10-12

Company Identification Number: C0899831

Legal Registered Office Address: 540 Hauer Apple Way

Aptos
United States of America (USA)
95003-9501

More information about THE SCOTTS VALLEY GROUP, INC. DBA MARCOM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01 SHIRLEY M. JACKSON 2023-07-06 SHIRLEY M. JACKSON 2023-07-06
001 2021-10-01 SHIRLEY M. JACKSON 2023-07-03 SHIRLEY M. JACKSON 2023-07-03
001 2020-10-01 SHIRLEY M. JACKSON 2022-01-10
001 2019-10-01 SHIRLEY M. JACKSON 2021-01-12
001 2018-10-01 SHIRLEY M. JACKSON 2020-02-14 SHIRLEY M. JACKSON 2020-02-14
001 2017-10-01 SHIRLEY M. JACKSON 2019-03-25 SHIRLEY M. JACKSON 2019-03-25
001 2016-10-01
001 2015-10-01
001 2014-10-01
001 2013-10-01
001 2012-10-01 SHIRLEY M. JACKSON SHIRLEY M. JACKSON 2014-03-31
001 2011-10-01 SHIRLEY M. JACKSON SHIRLEY M. JACKSON 2013-03-29
001 2009-10-01 SHIRLEY M. JACKSON SHIRLEY M. JACKSON 2011-02-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-10-01	SHIRLEY M. JACKSON	2023-07-06	SHIRLEY M. JACKSON	2023-07-06
001	2021-10-01	SHIRLEY M. JACKSON	2023-07-03	SHIRLEY M. JACKSON	2023-07-03
001	2020-10-01	SHIRLEY M. JACKSON	2022-01-10
001	2019-10-01	SHIRLEY M. JACKSON	2021-01-12
001	2018-10-01	SHIRLEY M. JACKSON	2020-02-14	SHIRLEY M. JACKSON	2020-02-14
001	2017-10-01	SHIRLEY M. JACKSON	2019-03-25	SHIRLEY M. JACKSON	2019-03-25
001	2016-10-01
001	2015-10-01
001	2014-10-01
001	2013-10-01
001	2012-10-01	SHIRLEY M. JACKSON		SHIRLEY M. JACKSON	2014-03-31
001	2011-10-01	SHIRLEY M. JACKSON		SHIRLEY M. JACKSON	2013-03-29
001	2009-10-01	SHIRLEY M. JACKSON		SHIRLEY M. JACKSON	2011-02-11

Plan Statistics for THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN

Measure Date Value
2022: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 0
Number of retired or separated participants receiving benefits 2022-10-01 0
Number of other retired or separated participants entitled to future benefits 2022-10-01 0
Total of all active and inactive participants 2022-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-10-01 0
Total participants 2022-10-01 0
Number of participants with account balances 2022-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-10-01 0
2021: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 5
Number of retired or separated participants receiving benefits 2021-10-01 0
Number of other retired or separated participants entitled to future benefits 2021-10-01 1
Total of all active and inactive participants 2021-10-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 6
Number of participants with account balances 2021-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
2020: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 6
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 1
Total of all active and inactive participants 2020-10-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 7
Number of participants with account balances 2020-10-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
2019: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 6
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 0
Total of all active and inactive participants 2019-10-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 6
Number of participants with account balances 2019-10-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 6
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 1
Total of all active and inactive participants 2018-10-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 7
Number of participants with account balances 2018-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0
2017: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 6
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 1
Total of all active and inactive participants 2017-10-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 7
Number of participants with account balances 2017-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 6
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 1
Total of all active and inactive participants 2016-10-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 7
Number of participants with account balances 2016-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 6
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 1
Total of all active and inactive participants 2015-10-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 7
Number of participants with account balances 2015-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 6
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 1
Total of all active and inactive participants 2014-10-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 7
Number of participants with account balances 2014-10-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 6
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 1
Total of all active and inactive participants 2013-10-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 7
Number of participants with account balances 2013-10-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 6
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 1
Total of all active and inactive participants 2012-10-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 7
Number of participants with account balances 2012-10-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 6
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 1
Total of all active and inactive participants 2011-10-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 7
Number of participants with account balances 2011-10-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2009: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 6
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 1
Total of all active and inactive participants 2009-10-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 7
Number of participants with account balances 2009-10-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2022: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	0
Number of retired or separated participants receiving benefits	2022-10-01	0
Number of other retired or separated participants entitled to future benefits	2022-10-01	0
Total of all active and inactive participants	2022-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-10-01	0
Total participants	2022-10-01	0
Number of participants with account balances	2022-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-10-01	0
2021: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	5
Number of retired or separated participants receiving benefits	2021-10-01	0
Number of other retired or separated participants entitled to future benefits	2021-10-01	1
Total of all active and inactive participants	2021-10-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	6
Number of participants with account balances	2021-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
2020: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	6
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	1
Total of all active and inactive participants	2020-10-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	7
Number of participants with account balances	2020-10-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
2019: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	6
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	0
Total of all active and inactive participants	2019-10-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	6
Number of participants with account balances	2019-10-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	6
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	1
Total of all active and inactive participants	2018-10-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	7
Number of participants with account balances	2018-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0
2017: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	6
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	1
Total of all active and inactive participants	2017-10-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	7
Number of participants with account balances	2017-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	6
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	1
Total of all active and inactive participants	2016-10-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	7
Number of participants with account balances	2016-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	6
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	1
Total of all active and inactive participants	2015-10-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	7
Number of participants with account balances	2015-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	6
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	1
Total of all active and inactive participants	2014-10-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	7
Number of participants with account balances	2014-10-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	6
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	1
Total of all active and inactive participants	2013-10-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	7
Number of participants with account balances	2013-10-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	6
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	1
Total of all active and inactive participants	2012-10-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	7
Number of participants with account balances	2012-10-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	6
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	1
Total of all active and inactive participants	2011-10-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	7
Number of participants with account balances	2011-10-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2009: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	6
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	1
Total of all active and inactive participants	2009-10-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	7
Number of participants with account balances	2009-10-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN

Measure	Date	Value
2022 : THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-11-30	$-11,828
Expenses. Total of all expenses incurred	2022-11-30	$2,115,600
Benefits paid (including direct rollovers)	2022-11-30	$2,115,600
Total plan assets at end of year	2022-11-30	$0
Total plan assets at beginning of year	2022-11-30	$2,127,428
Value of fidelity bond covering the plan	2022-11-30	$500,000
Other income received	2022-11-30	$-11,828
Net income (gross income less expenses)	2022-11-30	$-2,127,428
Net plan assets at end of year (total assets less liabilities)	2022-11-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-11-30	$2,127,428
Total income from all sources	2022-09-30	$-1,050,521
Expenses. Total of all expenses incurred	2022-09-30	$2,652,633
Benefits paid (including direct rollovers)	2022-09-30	$2,621,250
Total plan assets at end of year	2022-09-30	$2,127,428
Total plan assets at beginning of year	2022-09-30	$5,830,582
Value of fidelity bond covering the plan	2022-09-30	$500,000
Assets. Value of tangible personal property	2022-09-30	$1,800
Total contributions received or receivable from participants	2022-09-30	$850
Other income received	2022-09-30	$-1,051,371
Net income (gross income less expenses)	2022-09-30	$-3,703,154
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$2,127,428
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$5,830,582
Expenses. Administrative service providers (salaries,fees and commissions)	2022-09-30	$31,383
2021 : THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-09-30	$1,172,468
Expenses. Total of all expenses incurred	2021-09-30	$241,276
Benefits paid (including direct rollovers)	2021-09-30	$212,855
Total plan assets at end of year	2021-09-30	$5,830,582
Total plan assets at beginning of year	2021-09-30	$4,899,390
Value of fidelity bond covering the plan	2021-09-30	$500,000
Assets. Value of tangible personal property	2021-09-30	$1,800
Total contributions received or receivable from participants	2021-09-30	$1,150
Other income received	2021-09-30	$1,171,318
Net income (gross income less expenses)	2021-09-30	$931,192
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$5,830,582
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$4,899,390
Assets. Value of participant loans	2021-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-09-30	$28,421
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
2020 : THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-09-30	$0
Total plan liabilities at end of year	2020-09-30	$0
Total plan liabilities at beginning of year	2020-09-30	$0
Total income from all sources	2020-09-30	$693,108
Expenses. Total of all expenses incurred	2020-09-30	$41,285
Benefits paid (including direct rollovers)	2020-09-30	$18,722
Total plan assets at end of year	2020-09-30	$4,899,390
Total plan assets at beginning of year	2020-09-30	$4,247,567
Value of fidelity bond covering the plan	2020-09-30	$500,000
Assets. Value of tangible personal property	2020-09-30	$1,900
Total contributions received or receivable from participants	2020-09-30	$4,150
Expenses. Other expenses not covered elsewhere	2020-09-30	$0
Contributions received from other sources (not participants or employers)	2020-09-30	$0
Other income received	2020-09-30	$688,958
Noncash contributions received	2020-09-30	$0
Net income (gross income less expenses)	2020-09-30	$651,823
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$4,899,390
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$4,247,567
Assets. Value of participant loans	2020-09-30	$7,241
Total contributions received or receivable from employer(s)	2020-09-30	$0
Value of certain deemed distributions of participant loans	2020-09-30	$0
Value of corrective distributions	2020-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$22,563
2019 : THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-09-30	$0
Total plan liabilities at end of year	2019-09-30	$0
Total plan liabilities at beginning of year	2019-09-30	$0
Total income from all sources	2019-09-30	$98,979
Expenses. Total of all expenses incurred	2019-09-30	$193,199
Benefits paid (including direct rollovers)	2019-09-30	$173,109
Total plan assets at end of year	2019-09-30	$4,247,567
Total plan assets at beginning of year	2019-09-30	$4,341,787
Value of fidelity bond covering the plan	2019-09-30	$500,000
Assets. Value of tangible personal property	2019-09-30	$1,500
Total contributions received or receivable from participants	2019-09-30	$6,000
Expenses. Other expenses not covered elsewhere	2019-09-30	$0
Contributions received from other sources (not participants or employers)	2019-09-30	$0
Other income received	2019-09-30	$92,979
Noncash contributions received	2019-09-30	$0
Net income (gross income less expenses)	2019-09-30	$-94,220
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$4,247,567
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$4,341,787
Assets. Value of participant loans	2019-09-30	$14,072
Total contributions received or receivable from employer(s)	2019-09-30	$0
Value of certain deemed distributions of participant loans	2019-09-30	$0
Value of corrective distributions	2019-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-09-30	$20,090
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
2018 : THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
2017 : THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-09-30	$0
Total plan liabilities at end of year	2017-09-30	$0
Total plan liabilities at beginning of year	2017-09-30	$0
Total income from all sources	2017-09-30	$626,948
Expenses. Total of all expenses incurred	2017-09-30	$151,899
Benefits paid (including direct rollovers)	2017-09-30	$134,072
Total plan assets at end of year	2017-09-30	$4,064,457
Total plan assets at beginning of year	2017-09-30	$3,589,408
Value of fidelity bond covering the plan	2017-09-30	$350,000
Assets. Value of tangible personal property	2017-09-30	$1,300
Total contributions received or receivable from participants	2017-09-30	$6,000
Expenses. Other expenses not covered elsewhere	2017-09-30	$0
Contributions received from other sources (not participants or employers)	2017-09-30	$0
Other income received	2017-09-30	$620,948
Noncash contributions received	2017-09-30	$0
Net income (gross income less expenses)	2017-09-30	$475,049
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$4,064,457
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$3,589,408
Assets. Value of participant loans	2017-09-30	$28,482
Assets. Value of assets in partnership/joint-venture interests	2017-09-30	$0
Total contributions received or receivable from employer(s)	2017-09-30	$0
Value of certain deemed distributions of participant loans	2017-09-30	$0
Value of corrective distributions	2017-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$17,827
2016 : THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$356,039
Expenses. Total of all expenses incurred	2016-09-30	$198,382
Benefits paid (including direct rollovers)	2016-09-30	$182,998
Total plan assets at end of year	2016-09-30	$3,589,408
Total plan assets at beginning of year	2016-09-30	$3,431,751
Value of fidelity bond covering the plan	2016-09-30	$350,000
Assets. Value of tangible personal property	2016-09-30	$1,287
Total contributions received or receivable from participants	2016-09-30	$7,100
Other income received	2016-09-30	$348,939
Net income (gross income less expenses)	2016-09-30	$157,657
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$3,589,408
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$3,431,751
Assets. Value of participant loans	2016-09-30	$34,552
Assets. Value of assets in partnership/joint-venture interests	2016-09-30	$225
Total contributions received or receivable from employer(s)	2016-09-30	$0
Value of certain deemed distributions of participant loans	2016-09-30	$15,384
2015 : THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$4,640
Expenses. Total of all expenses incurred	2015-09-30	$137,763
Benefits paid (including direct rollovers)	2015-09-30	$122,987
Total plan assets at end of year	2015-09-30	$3,431,751
Total plan assets at beginning of year	2015-09-30	$3,564,874
Value of fidelity bond covering the plan	2015-09-30	$350,000
Assets. Value of tangible personal property	2015-09-30	$1,325
Total contributions received or receivable from participants	2015-09-30	$7,200
Contributions received from other sources (not participants or employers)	2015-09-30	$0
Other income received	2015-09-30	$-2,560
Net income (gross income less expenses)	2015-09-30	$-133,123
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$3,431,751
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$3,564,874
Assets. Value of participant loans	2015-09-30	$11,617
Assets. Value of assets in partnership/joint-venture interests	2015-09-30	$592
Total contributions received or receivable from employer(s)	2015-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$14,776
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-09-30	$0
2014 : THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$437,155
Expenses. Total of all expenses incurred	2014-09-30	$84,090
Benefits paid (including direct rollovers)	2014-09-30	$70,068
Total plan assets at end of year	2014-09-30	$3,564,874
Total plan assets at beginning of year	2014-09-30	$3,211,809
Value of fidelity bond covering the plan	2014-09-30	$350,000
Assets. Value of tangible personal property	2014-09-30	$1,174
Total contributions received or receivable from participants	2014-09-30	$7,200
Contributions received from other sources (not participants or employers)	2014-09-30	$0
Other income received	2014-09-30	$429,955
Net income (gross income less expenses)	2014-09-30	$353,065
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$3,564,874
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$3,211,809
Assets. Value of participant loans	2014-09-30	$21,209
Assets. Value of assets in partnership/joint-venture interests	2014-09-30	$1,214
Total contributions received or receivable from employer(s)	2014-09-30	$0
Value of certain deemed distributions of participant loans	2014-09-30	$14,022
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
2013 : THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$486,488
Expenses. Total of all expenses incurred	2013-09-30	$126,019
Benefits paid (including direct rollovers)	2013-09-30	$113,748
Total plan assets at end of year	2013-09-30	$3,211,809
Total plan assets at beginning of year	2013-09-30	$2,851,340
Value of fidelity bond covering the plan	2013-09-30	$300,000
Assets. Value of tangible personal property	2013-09-30	$1,300
Total contributions received or receivable from participants	2013-09-30	$7,800
Expenses. Other expenses not covered elsewhere	2013-09-30	$0
Contributions received from other sources (not participants or employers)	2013-09-30	$0
Other income received	2013-09-30	$471,274
Net income (gross income less expenses)	2013-09-30	$360,469
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$3,211,809
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$2,851,340
Assets. Value of participant loans	2013-09-30	$36,029
Assets. Value of assets in partnership/joint-venture interests	2013-09-30	$1,220
Total contributions received or receivable from employer(s)	2013-09-30	$7,414
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$12,271
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
2012 : THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$423,500
Expenses. Total of all expenses incurred	2012-09-30	$10,927
Total plan assets at end of year	2012-09-30	$2,851,340
Total plan assets at beginning of year	2012-09-30	$2,438,767
Value of fidelity bond covering the plan	2012-09-30	$300,000
Assets. Value of tangible personal property	2012-09-30	$1,700
Total contributions received or receivable from participants	2012-09-30	$6,600
Expenses. Other expenses not covered elsewhere	2012-09-30	$0
Contributions received from other sources (not participants or employers)	2012-09-30	$0
Other income received	2012-09-30	$404,650
Net income (gross income less expenses)	2012-09-30	$412,573
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$2,851,340
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$2,438,767
Assets. Value of participant loans	2012-09-30	$47,393
Assets. Value of assets in partnership/joint-venture interests	2012-09-30	$1,264
Total contributions received or receivable from employer(s)	2012-09-30	$12,250
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$10,927
2011 : THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$38,166
Expenses. Total of all expenses incurred	2011-09-30	$11,845
Total plan assets at end of year	2011-09-30	$2,438,767
Total plan assets at beginning of year	2011-09-30	$2,412,446
Value of fidelity bond covering the plan	2011-09-30	$300,000
Assets. Value of tangible personal property	2011-09-30	$1,700
Total contributions received or receivable from participants	2011-09-30	$67,100
Contributions received from other sources (not participants or employers)	2011-09-30	$0
Other income received	2011-09-30	$-45,554
Net income (gross income less expenses)	2011-09-30	$26,321
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$2,438,767
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$2,412,446
Assets. Value of participant loans	2011-09-30	$57,465
Assets. Value of assets in partnership/joint-venture interests	2011-09-30	$1,268
Total contributions received or receivable from employer(s)	2011-09-30	$16,620
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$11,845
2010 : THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN

2022: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
2022-10-01	Submission has been amended	No
2022-10-01	This submission is the final filing	Yes
2022-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-10-01	Plan is a collectively bargained plan	No
2022-10-01	Plan funding arrangement – Trust	Yes
2022-10-01	Plan benefit arrangement - Trust	Yes
2021: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: THE SCOTTS VALLEY GROUP, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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:	THE SCOTTS VALLEY GROUP, INC. DBA MARCOM
Employer identification number (EIN):	942531218
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1978-10-12
Company Identification Number:	C0899831
Legal Registered Office Address:	540 Hauer Apple Way Aptos United States of America (USA) 95003-9501