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CALIFORNIA RETIREMENT PLANS, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCALIFORNIA RETIREMENT PLANS, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 002

CALIFORNIA RETIREMENT PLANS, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CALIFORNIA RETIREMENT PLANS, LLC has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA RETIREMENT PLANS, LLC
Employer identification number (EIN):753191412
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA RETIREMENT PLANS, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ANTHONY BARKATE2024-06-27 ANTHONY BARKATE2024-06-27
0022022-01-01ANTHONY BARKATE2023-06-06 ANTHONY BARKATE2023-06-06
0022021-01-01ANTHONY BARKATE2022-06-08 ANTHONY BARKATE2022-06-08

Plan Statistics for CALIFORNIA RETIREMENT PLANS, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CALIFORNIA RETIREMENT PLANS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: CALIFORNIA RETIREMENT PLANS, LLC 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-015
Total number of active participants reported on line 7a of the Form 55002023-01-014
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011
Total of all active and inactive participants2023-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-015
Number of participants with account balances2023-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CALIFORNIA RETIREMENT PLANS, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015
Number of participants with account balances2022-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CALIFORNIA RETIREMENT PLANS, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010

Financial Data on CALIFORNIA RETIREMENT PLANS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : CALIFORNIA RETIREMENT PLANS, LLC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$238,680
Expenses. Total of all expenses incurred2023-12-31$0
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$1,726,664
Total plan assets at beginning of year2023-12-31$1,487,984
Value of fidelity bond covering the plan2023-12-31$100,000
Total contributions received or receivable from participants2023-12-31$60,000
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$99,477
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$238,680
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,726,664
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,487,984
Total contributions received or receivable from employer(s)2023-12-31$79,203
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : CALIFORNIA RETIREMENT PLANS, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$186,967
Expenses. Total of all expenses incurred2022-12-31$1,189
Benefits paid (including direct rollovers)2022-12-31$1,189
Total plan assets at end of year2022-12-31$1,487,984
Total plan assets at beginning of year2022-12-31$1,302,206
Value of fidelity bond covering the plan2022-12-31$100,000
Total contributions received or receivable from participants2022-12-31$54,000
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$81,009
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$185,778
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,487,984
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,302,206
Total contributions received or receivable from employer(s)2022-12-31$51,958
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : CALIFORNIA RETIREMENT PLANS, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$193,099
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$1,302,206
Total plan assets at beginning of year2021-12-31$1,109,107
Value of fidelity bond covering the plan2021-12-31$100,000
Total contributions received or receivable from participants2021-12-31$52,000
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$105,506
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$193,099
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,302,206
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,109,107
Total contributions received or receivable from employer(s)2021-12-31$35,593
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0

Form 5500 Responses for CALIFORNIA RETIREMENT PLANS, LLC 401(K) PROFIT SHARING PLAN

2023: CALIFORNIA RETIREMENT PLANS, LLC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CALIFORNIA RETIREMENT PLANS, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CALIFORNIA RETIREMENT PLANS, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes

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