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THE PORTOLA GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE PORTOLA GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE PORTOLA GROUP, INC. 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
  • 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.
  • 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

THE PORTOLA GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE PORTOLA GROUP, INC.
Employer identification number (EIN):942594913
NAIC Classification:523900

Additional information about THE PORTOLA GROUP, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1978-11-22
Company Identification Number: C0903377
Legal Registered Office Address: 3150 Almaden Expy, Ste 233

San Jose
United States of America (USA)
95118

More information about THE PORTOLA GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PORTOLA GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CRAIG SCHILLER2013-10-08 CRAIG SCHILLER2013-10-08
0012011-01-01CRAIG SCHILLER2012-09-26 CRAIG SCHILLER2012-09-26
0012010-01-01CRAIG SCHILLER2011-10-14 CRAIG SCHILLER2011-10-14

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