SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSO TRU has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TRUST
| Measure | Date | Value |
|---|
| 2022 : SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TRUST 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $417,670 |
| Total plan liabilities at beginning of year | 2022-12-31 | $321,479 |
| Total income from all sources | 2022-12-31 | $161,668 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $167,231 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $76,759 |
| Total plan assets at end of year | 2022-12-31 | $8,356,438 |
| Total plan assets at beginning of year | 2022-12-31 | $8,265,810 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $41,959 |
| Other income received | 2022-12-31 | $161,668 |
| Net income (gross income less expenses) | 2022-12-31 | $-5,563 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,938,768 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,944,331 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $48,513 |
| 2021 : SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TRUST 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $321,479 |
| Total plan liabilities at beginning of year | 2021-12-31 | $298,462 |
| Total income from all sources | 2021-12-31 | $364,059 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $60,556 |
| Total plan assets at end of year | 2021-12-31 | $8,265,810 |
| Total plan assets at beginning of year | 2021-12-31 | $7,939,290 |
| Other income received | 2021-12-31 | $364,059 |
| Net income (gross income less expenses) | 2021-12-31 | $303,503 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,944,331 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,640,828 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $60,556 |
| 2020 : SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TRUST 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $298,462 |
| Total plan liabilities at beginning of year | 2020-12-31 | $298,376 |
| Total income from all sources | 2020-12-31 | $380,171 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $413,101 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $169,928 |
| Total plan assets at end of year | 2020-12-31 | $7,939,290 |
| Total plan assets at beginning of year | 2020-12-31 | $7,972,134 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $173,049 |
| Other income received | 2020-12-31 | $380,171 |
| Net income (gross income less expenses) | 2020-12-31 | $-32,930 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $7,640,828 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,673,758 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $70,124 |
| 2019 : SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TRUST 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $298,376 |
| Total plan liabilities at beginning of year | 2019-12-31 | $161,727 |
| Total income from all sources | 2019-12-31 | $2,567,862 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $113,548 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $75,264 |
| Total plan assets at end of year | 2019-12-31 | $7,972,134 |
| Total plan assets at beginning of year | 2019-12-31 | $5,381,171 |
| Other income received | 2019-12-31 | $2,567,862 |
| Net income (gross income less expenses) | 2019-12-31 | $2,454,314 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,673,758 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,219,444 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $38,284 |
| 2018 : SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TRUST 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $161,727 |
| Total plan liabilities at beginning of year | 2018-12-31 | $177,881 |
| Total income from all sources | 2018-12-31 | $2,272,213 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $6,861,427 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $2,277,151 |
| Total plan assets at end of year | 2018-12-31 | $5,381,171 |
| Total plan assets at beginning of year | 2018-12-31 | $9,986,539 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $4,293,030 |
| Other income received | 2018-12-31 | $2,272,213 |
| Net income (gross income less expenses) | 2018-12-31 | $-4,589,214 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,219,444 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,808,658 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $291,246 |
| 2017 : SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TRUST 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $177,881 |
| Total plan liabilities at beginning of year | 2017-12-31 | $299,974 |
| Total income from all sources | 2017-12-31 | $1,671,229 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $2,550,895 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,571,707 |
| Total plan assets at end of year | 2017-12-31 | $9,986,539 |
| Total plan assets at beginning of year | 2017-12-31 | $10,988,298 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $873,786 |
| Other income received | 2017-12-31 | $1,671,229 |
| Net income (gross income less expenses) | 2017-12-31 | $-879,666 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $9,808,658 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,688,324 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $105,402 |
| 2016 : SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TRUST 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $299,974 |
| Total plan liabilities at beginning of year | 2016-12-31 | $59,735 |
| Total income from all sources | 2016-12-31 | $99,659 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $501,749 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $250,497 |
| Total plan assets at end of year | 2016-12-31 | $10,988,298 |
| Total plan assets at beginning of year | 2016-12-31 | $11,150,149 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $116,319 |
| Other income received | 2016-12-31 | $99,659 |
| Net income (gross income less expenses) | 2016-12-31 | $-402,090 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $10,688,324 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,090,414 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $134,933 |
| 2015 : SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TRUST 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $59,735 |
| Total plan liabilities at beginning of year | 2015-12-31 | $58,340 |
| Total income from all sources | 2015-12-31 | $28 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $209,508 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $8,000 |
| Total plan assets at end of year | 2015-12-31 | $11,150,149 |
| Total plan assets at beginning of year | 2015-12-31 | $11,358,234 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $91,300 |
| Other income received | 2015-12-31 | $28 |
| Net income (gross income less expenses) | 2015-12-31 | $-209,480 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $11,090,414 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,299,894 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $110,208 |
| 2022: SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Mulitple employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Mulitple employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Mulitple employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Mulitple employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Mulitple employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Mulitple employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Mulitple employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Mulitple employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
