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CALIFORNIA RETIREMENT PLANS 401K PLAN 401k Plan overview

Plan NameCALIFORNIA RETIREMENT PLANS 401K PLAN
Plan identification number 001

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

Company Name:CALIFORNIA RETIREMENT PLANS, INC.
Employer identification number (EIN):680414789
NAIC Classification:541219
NAIC Description:Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA RETIREMENT PLANS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRIAN SMITH2024-09-30
0012022-01-01BRIAN SMITH2023-07-25
0012021-01-01BRIAN SMITH2022-09-27
0012020-01-01BRIAN SMITH2021-08-24
0012019-01-01BRIAN SMITH2020-07-14
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01BRIAN SMITH
0012013-01-01BRIAN SMITH
0012012-01-01BRIAN SMITH
0012011-01-01BRIAN SMITH
0012009-01-01MOLLY OSGOOD
0012009-01-01MOLLY OSGOOD

Plan Statistics for CALIFORNIA RETIREMENT PLANS 401K PLAN

401k plan membership statisitcs for CALIFORNIA RETIREMENT PLANS 401K PLAN

Measure Date Value
2023: CALIFORNIA RETIREMENT PLANS 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-017
Total number of active participants reported on line 7a of the Form 55002023-01-016
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 participants2023-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-017
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CALIFORNIA RETIREMENT PLANS 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017
Total number of active participants reported on line 7a of the Form 55002022-01-015
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 participants2022-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016
Number of participants with account balances2022-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CALIFORNIA RETIREMENT PLANS 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018
Total number of active participants reported on line 7a of the Form 55002021-01-017
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-018
Number of participants with account balances2021-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CALIFORNIA RETIREMENT PLANS 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-018
Number of participants with account balances2020-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CALIFORNIA RETIREMENT PLANS 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Number of participants with account balances2019-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CALIFORNIA RETIREMENT PLANS 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016
Number of participants with account balances2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: CALIFORNIA RETIREMENT PLANS 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Number of participants with account balances2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CALIFORNIA RETIREMENT PLANS 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CALIFORNIA RETIREMENT PLANS 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CALIFORNIA RETIREMENT PLANS 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: CALIFORNIA RETIREMENT PLANS 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CALIFORNIA RETIREMENT PLANS 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CALIFORNIA RETIREMENT PLANS 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
2009: CALIFORNIA RETIREMENT PLANS 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on CALIFORNIA RETIREMENT PLANS 401K PLAN

Measure Date Value
2023 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2023 401k financial data
Total income from all sources2023-12-31$1,176,210
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$5,199,875
Total plan assets at beginning of year2023-12-31$4,023,665
Value of fidelity bond covering the plan2023-12-31$1,500,000
Total contributions received or receivable from participants2023-12-31$102,488
Assets. Value of loans (other than to participants)2023-12-31$867,720
Contributions received from other sources (not participants or employers)2023-12-31$425,648
Other income received2023-12-31$559,574
Net income (gross income less expenses)2023-12-31$1,176,210
Net plan assets at end of year (total assets less liabilities)2023-12-31$5,199,875
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,023,665
Total contributions received or receivable from employer(s)2023-12-31$88,500
2022 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2022 401k financial data
Total income from all sources2022-12-31$-190,812
Expenses. Total of all expenses incurred2022-12-31$102,115
Benefits paid (including direct rollovers)2022-12-31$102,115
Total plan assets at end of year2022-12-31$4,023,665
Total plan assets at beginning of year2022-12-31$4,316,592
Value of fidelity bond covering the plan2022-12-31$1,500,000
Total contributions received or receivable from participants2022-12-31$103,842
Assets. Value of loans (other than to participants)2022-12-31$602,173
Contributions received from other sources (not participants or employers)2022-12-31$204,792
Other income received2022-12-31$-574,303
Net income (gross income less expenses)2022-12-31$-292,927
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,023,665
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,316,592
Assets. Value of assets in partnership/joint-venture interests2022-12-31$35,000
Total contributions received or receivable from employer(s)2022-12-31$74,857
2021 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2021 401k financial data
Total income from all sources2021-12-31$693,409
Expenses. Total of all expenses incurred2021-12-31$101,864
Benefits paid (including direct rollovers)2021-12-31$101,864
Total plan assets at end of year2021-12-31$4,316,592
Total plan assets at beginning of year2021-12-31$3,725,047
Value of fidelity bond covering the plan2021-12-31$1,500,000
Total contributions received or receivable from participants2021-12-31$109,683
Assets. Value of loans (other than to participants)2021-12-31$609,543
Other income received2021-12-31$504,676
Net income (gross income less expenses)2021-12-31$591,545
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,316,592
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,725,047
Assets. Value of assets in partnership/joint-venture interests2021-12-31$35,000
Total contributions received or receivable from employer(s)2021-12-31$79,050
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2020 401k financial data
Total income from all sources2020-12-31$592,942
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$3,725,047
Total plan assets at beginning of year2020-12-31$3,132,105
Value of fidelity bond covering the plan2020-12-31$1,500,000
Total contributions received or receivable from participants2020-12-31$86,661
Assets. Value of loans (other than to participants)2020-12-31$616,385
Other income received2020-12-31$435,781
Net income (gross income less expenses)2020-12-31$592,942
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,725,047
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,132,105
Assets. Value of assets in partnership/joint-venture interests2020-12-31$35,000
Total contributions received or receivable from employer(s)2020-12-31$70,500
2019 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2019 401k financial data
Total income from all sources2019-12-31$612,647
Expenses. Total of all expenses incurred2019-12-31$5,025
Benefits paid (including direct rollovers)2019-12-31$5,000
Total plan assets at end of year2019-12-31$3,132,105
Total plan assets at beginning of year2019-12-31$2,524,483
Value of fidelity bond covering the plan2019-12-31$985,000
Total contributions received or receivable from participants2019-12-31$79,664
Assets. Value of loans (other than to participants)2019-12-31$623,027
Other income received2019-12-31$462,983
Net income (gross income less expenses)2019-12-31$607,622
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,132,105
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,524,483
Assets. Value of assets in partnership/joint-venture interests2019-12-31$35,000
Total contributions received or receivable from employer(s)2019-12-31$70,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2018 401k financial data
Total income from all sources2018-12-31$20,249
Expenses. Total of all expenses incurred2018-12-31$13,893
Benefits paid (including direct rollovers)2018-12-31$13,868
Total plan assets at end of year2018-12-31$2,524,483
Total plan assets at beginning of year2018-12-31$2,518,127
Value of fidelity bond covering the plan2018-12-31$985,000
Total contributions received or receivable from participants2018-12-31$71,030
Assets. Value of loans (other than to participants)2018-12-31$225,000
Other income received2018-12-31$-112,881
Net income (gross income less expenses)2018-12-31$6,356
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,524,483
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,518,127
Assets. Value of assets in partnership/joint-venture interests2018-12-31$35,000
Total contributions received or receivable from employer(s)2018-12-31$62,100
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2017 401k financial data
Total income from all sources2017-12-31$231,051
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$2,518,127
Total plan assets at beginning of year2017-12-31$2,287,076
Value of fidelity bond covering the plan2017-12-31$985,000
Total contributions received or receivable from participants2017-12-31$86,222
Assets. Value of loans (other than to participants)2017-12-31$200,000
Other income received2017-12-31$82,979
Net income (gross income less expenses)2017-12-31$231,051
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,518,127
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,287,076
Assets. Value of assets in partnership/joint-venture interests2017-12-31$35,000
Total contributions received or receivable from employer(s)2017-12-31$61,850
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2016 401k financial data
Total income from all sources2016-12-31$261,662
Expenses. Total of all expenses incurred2016-12-31$199,909
Benefits paid (including direct rollovers)2016-12-31$199,859
Total plan assets at end of year2016-12-31$2,287,076
Total plan assets at beginning of year2016-12-31$2,225,323
Value of fidelity bond covering the plan2016-12-31$985,000
Total contributions received or receivable from participants2016-12-31$79,544
Assets. Value of loans (other than to participants)2016-12-31$250,000
Contributions received from other sources (not participants or employers)2016-12-31$5,264
Other income received2016-12-31$121,814
Net income (gross income less expenses)2016-12-31$61,753
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,287,076
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,225,323
Assets. Value of assets in partnership/joint-venture interests2016-12-31$185,000
Total contributions received or receivable from employer(s)2016-12-31$55,040
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$143,085
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$2,225,323
Total plan assets at beginning of year2015-12-31$2,082,238
Value of fidelity bond covering the plan2015-12-31$270,000
Total contributions received or receivable from participants2015-12-31$84,398
Assets. Value of loans (other than to participants)2015-12-31$250,000
Other income received2015-12-31$7,228
Net income (gross income less expenses)2015-12-31$143,085
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,225,323
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,082,238
Assets. Value of assets in partnership/joint-venture interests2015-12-31$185,000
Total contributions received or receivable from employer(s)2015-12-31$51,459
2014 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$269,525
Expenses. Total of all expenses incurred2014-12-31$41,293
Benefits paid (including direct rollovers)2014-12-31$41,293
Total plan assets at end of year2014-12-31$2,082,238
Total plan assets at beginning of year2014-12-31$1,854,006
Value of fidelity bond covering the plan2014-12-31$270,000
Total contributions received or receivable from participants2014-12-31$85,799
Assets. Value of loans (other than to participants)2014-12-31$415,000
Other income received2014-12-31$134,401
Net income (gross income less expenses)2014-12-31$228,232
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,082,238
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,854,006
Assets. Value of assets in partnership/joint-venture interests2014-12-31$185,000
Total contributions received or receivable from employer(s)2014-12-31$49,325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$402,524
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,854,006
Total plan assets at beginning of year2013-12-31$1,451,482
Value of fidelity bond covering the plan2013-12-31$270,000
Total contributions received or receivable from participants2013-12-31$86,798
Assets. Value of loans (other than to participants)2013-12-31$415,000
Other income received2013-12-31$265,326
Net income (gross income less expenses)2013-12-31$402,524
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,854,006
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,451,482
Assets. Value of assets in partnership/joint-venture interests2013-12-31$185,000
Total contributions received or receivable from employer(s)2013-12-31$50,400
2012 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$214,552
Expenses. Total of all expenses incurred2012-12-31$4,287
Benefits paid (including direct rollovers)2012-12-31$4,287
Total plan assets at end of year2012-12-31$1,451,482
Total plan assets at beginning of year2012-12-31$1,241,217
Value of fidelity bond covering the plan2012-12-31$270,000
Total contributions received or receivable from participants2012-12-31$71,570
Assets. Value of loans (other than to participants)2012-12-31$415,000
Other income received2012-12-31$119,398
Net income (gross income less expenses)2012-12-31$210,265
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,451,482
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,241,217
Assets. Value of assets in partnership/joint-venture interests2012-12-31$185,000
Total contributions received or receivable from employer(s)2012-12-31$23,584
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$87,935
Expenses. Total of all expenses incurred2011-12-31$13,286
Benefits paid (including direct rollovers)2011-12-31$13,286
Total plan assets at end of year2011-12-31$1,241,217
Total plan assets at beginning of year2011-12-31$1,166,568
Value of fidelity bond covering the plan2011-12-31$270,000
Total contributions received or receivable from participants2011-12-31$50,289
Assets. Value of loans (other than to participants)2011-12-31$415,000
Other income received2011-12-31$623
Net income (gross income less expenses)2011-12-31$74,649
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,241,217
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,166,568
Assets. Value of assets in partnership/joint-venture interests2011-12-31$150,000
Total contributions received or receivable from employer(s)2011-12-31$37,023
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$157,726
Expenses. Total of all expenses incurred2010-12-31$339,969
Benefits paid (including direct rollovers)2010-12-31$339,959
Total plan assets at end of year2010-12-31$1,166,568
Total plan assets at beginning of year2010-12-31$1,348,811
Value of fidelity bond covering the plan2010-12-31$270,000
Total contributions received or receivable from participants2010-12-31$59,240
Assets. Value of loans (other than to participants)2010-12-31$415,000
Other income received2010-12-31$40,363
Net income (gross income less expenses)2010-12-31$-182,243
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,166,568
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,348,811
Assets. Value of participant loans2010-12-31$20,129
Assets. Value of assets in partnership/joint-venture interests2010-12-31$150,000
Total contributions received or receivable from employer(s)2010-12-31$58,123
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$10
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CALIFORNIA RETIREMENT PLANS 401K PLAN

2023: CALIFORNIA RETIREMENT PLANS 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CALIFORNIA RETIREMENT PLANS 401K 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 - TrustYes
2021: CALIFORNIA RETIREMENT PLANS 401K 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 - TrustYes
2020: CALIFORNIA RETIREMENT PLANS 401K 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 - TrustYes
2019: CALIFORNIA RETIREMENT PLANS 401K 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 - TrustYes
2018: CALIFORNIA RETIREMENT PLANS 401K 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
2017: CALIFORNIA RETIREMENT PLANS 401K 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
2016: CALIFORNIA RETIREMENT PLANS 401K 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
2015: CALIFORNIA RETIREMENT PLANS 401K 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
2014: CALIFORNIA RETIREMENT PLANS 401K 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
2013: CALIFORNIA RETIREMENT PLANS 401K 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
2012: CALIFORNIA RETIREMENT PLANS 401K 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
2011: CALIFORNIA RETIREMENT PLANS 401K 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
2009: CALIFORNIA RETIREMENT PLANS 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371342-01
Policy instance 1
Insurance contract or identification number371342-01
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371342-01
Policy instance 1
Insurance contract or identification number371342-01
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371342-01
Policy instance 1
Insurance contract or identification number371342-01
Number of Individuals Covered8
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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