SEPULVEDA INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2020: SEPULVEDA INSURANCE COMPANY 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 0 |
| Total of all active and inactive participants | 2020-10-01 | 0 |
| Total participants | 2020-10-01 | 0 |
| Number of participants with account balances | 2020-10-01 | 0 |
| 2019: SEPULVEDA INSURANCE COMPANY 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 0 |
| Total of all active and inactive participants | 2019-10-01 | 0 |
| Total participants | 2019-10-01 | 0 |
| 2018: SEPULVEDA INSURANCE COMPANY 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 0 |
| Total of all active and inactive participants | 2018-10-01 | 0 |
| Total participants | 2018-10-01 | 0 |
| 2017: SEPULVEDA INSURANCE COMPANY 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 0 |
| Total of all active and inactive participants | 2017-10-01 | 0 |
| Total participants | 2017-10-01 | 0 |
| 2016: SEPULVEDA INSURANCE COMPANY 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 0 |
| Total of all active and inactive participants | 2016-10-01 | 0 |
| Total participants | 2016-10-01 | 0 |
| 2015: SEPULVEDA INSURANCE COMPANY 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 0 |
| Total of all active and inactive participants | 2015-10-01 | 0 |
| Total participants | 2015-10-01 | 0 |
| 2014: SEPULVEDA INSURANCE COMPANY 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 0 |
| Total of all active and inactive participants | 2014-10-01 | 0 |
| Total participants | 2014-10-01 | 0 |
| 2010: SEPULVEDA INSURANCE COMPANY 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-10-01 | 2 |
| Total of all active and inactive participants | 2010-10-01 | 0 |
| Total participants | 2010-10-01 | 0 |
| Measure | Date | Value |
|---|
| 2021 : SEPULVEDA INSURANCE COMPANY 2021 401k financial data |
|---|
| Total income from all sources | 2021-09-30 | $134,566 |
| Expenses. Total of all expenses incurred | 2021-09-30 | $6,690 |
| Total plan assets at end of year | 2021-09-30 | $1,256,363 |
| Total plan assets at beginning of year | 2021-09-30 | $1,128,487 |
| Expenses. Other expenses not covered elsewhere | 2021-09-30 | $749 |
| Other income received | 2021-09-30 | $77,026 |
| Net income (gross income less expenses) | 2021-09-30 | $127,876 |
| Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $1,256,363 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $1,128,487 |
| Total contributions received or receivable from employer(s) | 2021-09-30 | $57,540 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-09-30 | $5,941 |
| 2020 : SEPULVEDA INSURANCE COMPANY 2020 401k financial data |
|---|
| Total income from all sources | 2020-09-30 | $210,982 |
| Expenses. Total of all expenses incurred | 2020-09-30 | $8,076 |
| Total plan assets at end of year | 2020-09-30 | $1,128,487 |
| Total plan assets at beginning of year | 2020-09-30 | $925,581 |
| Other income received | 2020-09-30 | $157,959 |
| Net income (gross income less expenses) | 2020-09-30 | $202,906 |
| Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $1,128,487 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $925,581 |
| Total contributions received or receivable from employer(s) | 2020-09-30 | $53,023 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $8,076 |
| 2019 : SEPULVEDA INSURANCE COMPANY 2019 401k financial data |
|---|
| Total income from all sources | 2019-09-30 | $340,785 |
| Expenses. Total of all expenses incurred | 2019-09-30 | $5,883 |
| Total plan assets at end of year | 2019-09-30 | $925,581 |
| Total plan assets at beginning of year | 2019-09-30 | $590,679 |
| Expenses. Other expenses not covered elsewhere | 2019-09-30 | $5,883 |
| Other income received | 2019-09-30 | $279,110 |
| Net income (gross income less expenses) | 2019-09-30 | $334,902 |
| Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $925,581 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $590,679 |
| Total contributions received or receivable from employer(s) | 2019-09-30 | $61,675 |
| 2018 : SEPULVEDA INSURANCE COMPANY 2018 401k financial data |
|---|
| Total income from all sources | 2018-09-30 | $88,766 |
| Expenses. Total of all expenses incurred | 2018-09-30 | $10,313 |
| Total plan assets at end of year | 2018-09-30 | $590,679 |
| Total plan assets at beginning of year | 2018-09-30 | $512,226 |
| Expenses. Other expenses not covered elsewhere | 2018-09-30 | $10,313 |
| Other income received | 2018-09-30 | $88,766 |
| Net income (gross income less expenses) | 2018-09-30 | $78,453 |
| Net plan assets at end of year (total assets less liabilities) | 2018-09-30 | $590,679 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-09-30 | $512,226 |
| 2017 : SEPULVEDA INSURANCE COMPANY 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-09-30 | $65,694 |
| Total income from all sources | 2017-09-30 | $94,431 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $10,259 |
| Total plan assets at end of year | 2017-09-30 | $512,226 |
| Total plan assets at beginning of year | 2017-09-30 | $362,360 |
| Expenses. Other expenses not covered elsewhere | 2017-09-30 | $10,259 |
| Other income received | 2017-09-30 | $94,431 |
| Net income (gross income less expenses) | 2017-09-30 | $84,172 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $512,226 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $362,360 |
| 2016 : SEPULVEDA INSURANCE COMPANY 2016 401k financial data |
|---|
| Total income from all sources | 2016-09-30 | $31,779 |
| Expenses. Total of all expenses incurred | 2016-09-30 | $7,023 |
| Total plan assets at end of year | 2016-09-30 | $362,360 |
| Total plan assets at beginning of year | 2016-09-30 | $337,604 |
| Expenses. Other expenses not covered elsewhere | 2016-09-30 | $7,023 |
| Other income received | 2016-09-30 | $31,779 |
| Net income (gross income less expenses) | 2016-09-30 | $24,756 |
| Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $362,360 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $337,604 |
| 2015 : SEPULVEDA INSURANCE COMPANY 2015 401k financial data |
|---|
| Total income from all sources | 2015-09-30 | $22,692 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $6,530 |
| Total plan assets at end of year | 2015-09-30 | $337,604 |
| Total plan assets at beginning of year | 2015-09-30 | $321,442 |
| Expenses. Other expenses not covered elsewhere | 2015-09-30 | $6,530 |
| Other income received | 2015-09-30 | $22,692 |
| Net income (gross income less expenses) | 2015-09-30 | $16,162 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $337,604 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $321,442 |
| 2014 : SEPULVEDA INSURANCE COMPANY 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-09-30 | $18,820 |
| Total income from all sources | 2014-09-30 | $108,012 |
| Expenses. Total of all expenses incurred | 2014-09-30 | $6,420 |
| Total plan assets at end of year | 2014-09-30 | $321,442 |
| Total plan assets at beginning of year | 2014-09-30 | $201,030 |
| Expenses. Other expenses not covered elsewhere | 2014-09-30 | $6,420 |
| Other income received | 2014-09-30 | $69,252 |
| Net income (gross income less expenses) | 2014-09-30 | $101,592 |
| Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $321,442 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $201,030 |
| Total contributions received or receivable from employer(s) | 2014-09-30 | $38,760 |
| 2013 : SEPULVEDA INSURANCE COMPANY 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-09-30 | $23,183 |
| Total income from all sources | 2013-09-30 | $79,856 |
| Expenses. Total of all expenses incurred | 2013-09-30 | $3,910 |
| Total plan assets at end of year | 2013-09-30 | $201,030 |
| Total plan assets at beginning of year | 2013-09-30 | $101,901 |
| Expenses. Other expenses not covered elsewhere | 2013-09-30 | $3,910 |
| Other income received | 2013-09-30 | $25,156 |
| Net income (gross income less expenses) | 2013-09-30 | $75,946 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $201,030 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $101,901 |
| Total contributions received or receivable from employer(s) | 2013-09-30 | $54,700 |
| 2011 : SEPULVEDA INSURANCE COMPANY 2011 401k financial data |
|---|
| Total income from all sources | 2011-09-30 | $60,763 |
| Total plan assets at end of year | 2011-09-30 | $219,834 |
| Total plan assets at beginning of year | 2011-09-30 | $159,071 |
| Other income received | 2011-09-30 | $27,784 |
| Net income (gross income less expenses) | 2011-09-30 | $60,763 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $219,834 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $159,071 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $32,979 |
| 2020: SEPULVEDA INSURANCE COMPANY 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | Plan funding arrangement – Trust | Yes |
| 2020-10-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SEPULVEDA INSURANCE COMPANY 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | Plan funding arrangement – Trust | Yes |
| 2019-10-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SEPULVEDA INSURANCE COMPANY 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | Plan funding arrangement – Trust | Yes |
| 2018-10-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SEPULVEDA INSURANCE COMPANY 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Submission has been amended | No |
| 2017-10-01 | This submission is the final filing | No |
| 2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-10-01 | Plan is a collectively bargained plan | No |
| 2017-10-01 | Plan funding arrangement – Trust | Yes |
| 2017-10-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SEPULVEDA INSURANCE COMPANY 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Plan funding arrangement – Trust | Yes |
| 2016-10-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SEPULVEDA INSURANCE COMPANY 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | Plan funding arrangement – Trust | Yes |
| 2015-10-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SEPULVEDA INSURANCE COMPANY 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Plan funding arrangement – Trust | Yes |
| 2014-10-01 | Plan benefit arrangement - Trust | Yes |
| 2010: SEPULVEDA INSURANCE COMPANY 2010 form 5500 responses |
|---|
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | Submission has been amended | Yes |
| 2010-10-01 | Plan funding arrangement – Trust | Yes |
| 2010-10-01 | Plan benefit arrangement - Trust | Yes |
