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NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameNOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN
Plan identification number 001

NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

NOR-CAL MOVING SERVICES has sponsored the creation of one or more 401k plans.

Company Name:NOR-CAL MOVING SERVICES
Employer identification number (EIN):942845322
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOHN MIZERA2023-08-08
0012021-01-01JOHN MIZERA2022-06-28
0012020-01-01JOHN MIZERA2021-06-29
0012019-01-01JOHN MIZERA2020-09-14
0012018-01-01JOHN MIZERA2019-09-17
0012017-01-01
0012016-01-01JOHN MIZERA
0012015-01-01JOHN MIZERA
0012014-01-01JOHN MIZERA
0012013-01-01JOHN MIZERA
0012012-01-01JOHN MIZERA
0012011-01-01MIKE ARAIA
0012010-01-01MIKE ARAIA
0012009-01-01MIKE ARAIA
0012009-01-01MIKE ARAIA

Plan Statistics for NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01177
Total number of active participants reported on line 7a of the Form 55002022-01-01124
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01167
Number of participants with account balances2022-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01179
Total number of active participants reported on line 7a of the Form 55002021-01-01129
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01174
Number of participants with account balances2021-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01170
Total number of active participants reported on line 7a of the Form 55002020-01-01135
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0141
Total of all active and inactive participants2020-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01178
Number of participants with account balances2020-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01160
Total number of active participants reported on line 7a of the Form 55002019-01-01130
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01166
Number of participants with account balances2019-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01153
Total number of active participants reported on line 7a of the Form 55002018-01-01133
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01159
Number of participants with account balances2018-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01164
Total number of active participants reported on line 7a of the Form 55002017-01-01121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01152
Number of participants with account balances2017-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01153
Total number of active participants reported on line 7a of the Form 55002016-01-01138
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01163
Number of participants with account balances2016-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01166
Total number of active participants reported on line 7a of the Form 55002015-01-01133
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01153
Number of participants with account balances2015-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01173
Total number of active participants reported on line 7a of the Form 55002014-01-01138
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01164
Number of participants with account balances2014-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01205
Total number of active participants reported on line 7a of the Form 55002013-01-01140
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01164
Number of participants with account balances2013-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01242
Total number of active participants reported on line 7a of the Form 55002012-01-01137
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01185
Number of participants with account balances2012-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01372
Total number of active participants reported on line 7a of the Form 55002011-01-01218
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01242
Number of participants with account balances2011-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01380
Total number of active participants reported on line 7a of the Form 55002010-01-01289
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0179
Total of all active and inactive participants2010-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01372
Number of participants with account balances2010-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01345
Total number of active participants reported on line 7a of the Form 55002009-01-01300
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0176
Total of all active and inactive participants2009-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-01380
Number of participants with account balances2009-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,263
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,829,057
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,437,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,355,834
Value of total corrective distributions2022-12-31$52,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$824,645
Value of total assets at end of year2022-12-31$14,295,923
Value of total assets at beginning of year2022-12-31$19,551,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,888
Total interest from all sources2022-12-31$39,506
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$429,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$429,510
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$700,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$780,366
Participant contributions at end of year2022-12-31$257,266
Participant contributions at beginning of year2022-12-31$251,821
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$10,130
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$133
Liabilities. Value of operating payables at end of year2022-12-31$130
Total non interest bearing cash at end of year2022-12-31$133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,266,197
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,285,660
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,551,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,976,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,899,706
Interest on participant loans2022-12-31$10,594
Interest earned on other investments2022-12-31$28,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,051,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,400,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,122,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$44,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,355,834
Contract administrator fees2022-12-31$28,888
Liabilities. Value of benefit claims payable at end of year2022-12-31$10,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31METZ & ASSOCIATES, PLLC
Accountancy firm EIN2022-12-31860847252
2021 : NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,126,582
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,404,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,347,493
Expenses. Certain deemed distributions of participant loans2021-12-31$11,320
Value of total corrective distributions2021-12-31$12,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$837,296
Value of total assets at end of year2021-12-31$19,551,857
Value of total assets at beginning of year2021-12-31$17,830,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,571
Total interest from all sources2021-12-31$40,462
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,567,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,567,014
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$700,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$837,296
Participant contributions at end of year2021-12-31$251,821
Participant contributions at beginning of year2021-12-31$215,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,721,803
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,551,857
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,830,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,899,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,211,828
Interest on participant loans2021-12-31$8,665
Interest earned on other investments2021-12-31$31,797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,400,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,355,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$681,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at beginning of year2021-12-31$46,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,347,493
Contract administrator fees2021-12-31$33,571
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31METZ & ASSOCIATES, PLLC
Accountancy firm EIN2021-12-31464558541
2020 : NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,621,655
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$620,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$580,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$879,448
Value of total assets at end of year2020-12-31$17,830,054
Value of total assets at beginning of year2020-12-31$14,829,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$40,489
Total interest from all sources2020-12-31$51,376
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$688,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$688,018
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$700,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$830,373
Participant contributions at end of year2020-12-31$215,942
Participant contributions at beginning of year2020-12-31$227,982
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,750
Total non interest bearing cash at beginning of year2020-12-31$30,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,000,789
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,830,054
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,829,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,211,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,255,522
Interest on participant loans2020-12-31$10,299
Interest earned on other investments2020-12-31$41,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,355,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,270,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,002,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$46,325
Employer contributions (assets) at end of year2020-12-31$46,325
Employer contributions (assets) at beginning of year2020-12-31$44,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$580,377
Contract administrator fees2020-12-31$40,489
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31METZ & ASSOCIATES, PLLC
Accountancy firm EIN2020-12-31464558541
2019 : NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,669,391
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,314,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,262,104
Value of total corrective distributions2019-12-31$603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$919,159
Value of total assets at end of year2019-12-31$14,829,265
Value of total assets at beginning of year2019-12-31$12,474,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,827
Total interest from all sources2019-12-31$78,461
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$700,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$748,585
Participant contributions at end of year2019-12-31$227,982
Participant contributions at beginning of year2019-12-31$180,453
Participant contributions at beginning of year2019-12-31$24,907
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$125,758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,684
Total non interest bearing cash at end of year2019-12-31$30,696
Total non interest bearing cash at beginning of year2019-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,354,857
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,829,265
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,474,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,255,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,622,244
Interest on participant loans2019-12-31$9,444
Interest earned on other investments2019-12-31$69,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,270,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,598,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,671,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$44,816
Employer contributions (assets) at end of year2019-12-31$44,816
Employer contributions (assets) at beginning of year2019-12-31$44,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,262,104
Contract administrator fees2019-12-31$51,827
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31METZ CPA
Accountancy firm EIN2019-12-31860847252
2018 : NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$510,440
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,482,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,390,921
Expenses. Certain deemed distributions of participant loans2018-12-31$12,653
Value of total corrective distributions2018-12-31$24,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$754,446
Value of total assets at end of year2018-12-31$12,474,408
Value of total assets at beginning of year2018-12-31$14,446,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$54,295
Total interest from all sources2018-12-31$72,322
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$700,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$693,269
Participant contributions at end of year2018-12-31$180,453
Participant contributions at beginning of year2018-12-31$215,205
Participant contributions at end of year2018-12-31$24,907
Participant contributions at beginning of year2018-12-31$26,504
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,681
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,684
Total non interest bearing cash at end of year2018-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,972,189
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,474,408
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,446,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,622,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,575,111
Interest on participant loans2018-12-31$7,976
Interest earned on other investments2018-12-31$64,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,598,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,585,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-316,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$44,496
Employer contributions (assets) at end of year2018-12-31$44,496
Employer contributions (assets) at beginning of year2018-12-31$44,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,390,921
Contract administrator fees2018-12-31$54,295
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31METZ CPA
Accountancy firm EIN2018-12-31860847252
2017 : NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,944,956
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$423,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$363,165
Expenses. Certain deemed distributions of participant loans2017-12-31$-20,715
Value of total corrective distributions2017-12-31$31,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$719,481
Value of total assets at end of year2017-12-31$14,446,597
Value of total assets at beginning of year2017-12-31$11,925,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,952
Total interest from all sources2017-12-31$64,570
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$731,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$731,105
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$700,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$675,289
Participant contributions at end of year2017-12-31$215,205
Participant contributions at beginning of year2017-12-31$188,027
Participant contributions at end of year2017-12-31$26,504
Participant contributions at beginning of year2017-12-31$18,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,521,336
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,446,597
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,925,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,575,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,206,588
Interest on participant loans2017-12-31$6,830
Interest earned on other investments2017-12-31$57,740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,585,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,466,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,429,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$44,192
Employer contributions (assets) at end of year2017-12-31$44,192
Employer contributions (assets) at beginning of year2017-12-31$45,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$363,165
Contract administrator fees2017-12-31$49,952
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31METZ CPA
Accountancy firm EIN2017-12-31860847252
2016 : NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,325,386
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$313,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$248,626
Expenses. Certain deemed distributions of participant loans2016-12-31$-1,277
Value of total corrective distributions2016-12-31$14,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$685,846
Value of total assets at end of year2016-12-31$11,925,261
Value of total assets at beginning of year2016-12-31$10,913,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,392
Total interest from all sources2016-12-31$60,280
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$222,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$222,976
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$700,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$640,383
Participant contributions at end of year2016-12-31$188,027
Participant contributions at beginning of year2016-12-31$238,788
Participant contributions at end of year2016-12-31$18,475
Participant contributions at beginning of year2016-12-31$14,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,011,766
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,925,261
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,913,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,206,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,595,774
Interest on participant loans2016-12-31$7,837
Interest earned on other investments2016-12-31$52,443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,466,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,021,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$356,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$45,463
Employer contributions (assets) at end of year2016-12-31$45,463
Employer contributions (assets) at beginning of year2016-12-31$42,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$248,626
Contract administrator fees2016-12-31$51,392
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31METZ CPA
Accountancy firm EIN2016-12-31860847252
2015 : NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$964,242
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$457,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$376,869
Value of total corrective distributions2015-12-31$30,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$723,764
Value of total assets at end of year2015-12-31$10,913,495
Value of total assets at beginning of year2015-12-31$10,406,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$50,621
Total interest from all sources2015-12-31$50,752
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$466,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$466,650
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$700,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$608,929
Participant contributions at end of year2015-12-31$238,788
Participant contributions at beginning of year2015-12-31$247,258
Participant contributions at end of year2015-12-31$14,776
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$31,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$506,648
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,913,495
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,406,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,595,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,342,526
Interest on participant loans2015-12-31$9,191
Interest earned on other investments2015-12-31$41,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,021,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,817,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-276,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$83,232
Employer contributions (assets) at end of year2015-12-31$42,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$376,869
Contract administrator fees2015-12-31$50,621
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31METZ & ASSOCIATES PLLC
Accountancy firm EIN2015-12-31464558541
2014 : NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,383,969
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,064,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$984,006
Expenses. Certain deemed distributions of participant loans2014-12-31$19,738
Value of total corrective distributions2014-12-31$6,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$716,763
Value of total assets at end of year2014-12-31$10,406,847
Value of total assets at beginning of year2014-12-31$10,087,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$54,696
Total interest from all sources2014-12-31$51,657
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$5,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$700,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$545,239
Participant contributions at end of year2014-12-31$247,258
Participant contributions at beginning of year2014-12-31$231,835
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$143,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$319,029
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,406,847
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,087,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,342,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,020,659
Interest on participant loans2014-12-31$9,156
Interest earned on other investments2014-12-31$42,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,817,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,835,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$615,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$28,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$984,006
Contract administrator fees2014-12-31$49,696
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31METZ & ASSOCIATES PLLC
Accountancy firm EIN2014-12-31464558541
2013 : NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,459,973
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$522,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$425,091
Expenses. Certain deemed distributions of participant loans2013-12-31$2,255
Value of total corrective distributions2013-12-31$44,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$539,309
Value of total assets at end of year2013-12-31$10,087,818
Value of total assets at beginning of year2013-12-31$8,150,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$50,870
Total interest from all sources2013-12-31$55,702
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$5,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$700,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$511,813
Participant contributions at end of year2013-12-31$231,835
Participant contributions at beginning of year2013-12-31$240,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,937,695
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,087,818
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,150,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,020,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,142,616
Interest on participant loans2013-12-31$10,447
Interest earned on other investments2013-12-31$45,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,835,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,766,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,864,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$27,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$425,091
Contract administrator fees2013-12-31$45,870
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31METZ CPA, PC
Accountancy firm EIN2013-12-31860847252
2012 : NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,576,960
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$638,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$616,562
Expenses. Certain deemed distributions of participant loans2012-12-31$-56
Value of total corrective distributions2012-12-31$5,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$556,609
Value of total assets at end of year2012-12-31$8,150,123
Value of total assets at beginning of year2012-12-31$7,211,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,876
Total interest from all sources2012-12-31$171,489
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$700,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$488,302
Participant contributions at end of year2012-12-31$240,633
Participant contributions at beginning of year2012-12-31$401,744
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$36,410
Administrative expenses (other) incurred2012-12-31$2,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$938,397
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,150,123
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,211,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,142,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,673,324
Interest on participant loans2012-12-31$20,295
Interest earned on other investments2012-12-31$151,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,766,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,136,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$848,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$31,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$616,562
Contract administrator fees2012-12-31$14,794
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31METZ CPA, PC
Accountancy firm EIN2012-12-31860847252
2011 : NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$324,300
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$432,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$390,565
Expenses. Certain deemed distributions of participant loans2011-12-31$25,528
Value of total corrective distributions2011-12-31$10,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$446,210
Value of total assets at end of year2011-12-31$7,211,726
Value of total assets at beginning of year2011-12-31$7,319,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,385
Total interest from all sources2011-12-31$55,270
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$700,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$408,455
Participant contributions at end of year2011-12-31$401,744
Participant contributions at beginning of year2011-12-31$428,277
Other income not declared elsewhere2011-12-31$3,743
Administrative expenses (other) incurred2011-12-31$5,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-108,053
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,211,726
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,319,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,673,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,762,305
Interest on participant loans2011-12-31$23,122
Interest earned on other investments2011-12-31$32,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,136,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,129,197
Net investment gain/loss from pooled separate accounts2011-12-31$-180,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$37,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$390,565
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31AUDIT & TAX SOLUTIONS CPAS, INC.
Accountancy firm EIN2011-12-31943211753
2010 : NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,206,330
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$704,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$657,139
Expenses. Certain deemed distributions of participant loans2010-12-31$3,191
Value of total corrective distributions2010-12-31$35,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$493,929
Value of total assets at end of year2010-12-31$7,319,779
Value of total assets at beginning of year2010-12-31$6,817,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,165
Total interest from all sources2010-12-31$61,044
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$700,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$455,159
Participant contributions at end of year2010-12-31$428,277
Participant contributions at beginning of year2010-12-31$462,441
Other income not declared elsewhere2010-12-31$128
Administrative expenses (other) incurred2010-12-31$8,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$502,027
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,319,779
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,817,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,762,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,169,978
Interest on participant loans2010-12-31$26,593
Interest earned on other investments2010-12-31$34,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,129,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,185,333
Net investment gain/loss from pooled separate accounts2010-12-31$651,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$38,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$657,139
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31AUDIT & TAX SOLUTIONS CPAS, INC.
Accountancy firm EIN2010-12-31943211753

Form 5500 Responses for NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN

2022: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NOR-CAL MOVING SERVICES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808279
Policy instance 1
Insurance contract or identification number808279
Number of Individuals Covered167
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808279
Policy instance 1
Insurance contract or identification number808279
Number of Individuals Covered174
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808279
Policy instance 2
Insurance contract or identification number808279
Number of Individuals Covered178
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808279
Policy instance 1
Insurance contract or identification number808279
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808279
Policy instance 1
Insurance contract or identification number808279
Number of Individuals Covered166
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808279
Policy instance 1
Insurance contract or identification number808279
Number of Individuals Covered159
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808279
Policy instance 1
Insurance contract or identification number808279
Number of Individuals Covered152
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808279
Policy instance 1
Insurance contract or identification number808279
Number of Individuals Covered153
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808279
Policy instance 1
Insurance contract or identification number808279
Number of Individuals Covered164
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808279
Policy instance 1
Insurance contract or identification number808279
Number of Individuals Covered164
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX035
Policy instance 2
Insurance contract or identification numberPHX035
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,850
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $12,850
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808279
Policy instance 1
Insurance contract or identification number808279
Number of Individuals Covered185
Insurance policy start date2012-08-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX035
Policy instance 1
Insurance contract or identification numberPHX035
Number of Individuals Covered242
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $18,804
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX035
Policy instance 1
Insurance contract or identification numberPHX035
Number of Individuals Covered372
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $16,913
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $16,913
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES INC

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