401k Plan data: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN plan

CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 401k Plan overview

Plan Name	CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN
Plan identification number	003

CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 BRIAN SMITH 2023-07-25
003 2021-01-01 BRIAN SMITH 2022-09-27
003 2020-01-01 BRIAN SMITH 2021-08-24
003 2019-01-01 BRIAN SMITH 2020-07-14
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2016-01-01 BRIAN SMITH 2017-10-16
003 2015-01-01
003 2015-01-01
003 2014-01-01 BRIAN SMITH
003 2013-01-01 BRIAN SMITH
003 2012-01-01 BRIAN SMITH
003 2011-01-01 BRIAN SMITH
003 2009-01-01 MOLLY OSGOOD
003 2009-01-01 MOLLY OSGOOD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	BRIAN SMITH	2023-07-25
003	2021-01-01	BRIAN SMITH	2022-09-27
003	2020-01-01	BRIAN SMITH	2021-08-24
003	2019-01-01	BRIAN SMITH	2020-07-14
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2016-01-01	BRIAN SMITH	2017-10-16
003	2015-01-01
003	2015-01-01
003	2014-01-01	BRIAN SMITH
003	2013-01-01	BRIAN SMITH
003	2012-01-01	BRIAN SMITH
003	2011-01-01	BRIAN SMITH
003	2009-01-01	MOLLY OSGOOD
003	2009-01-01	MOLLY OSGOOD

Plan Statistics for CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN

401k plan membership statisitcs for CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN

Measure Date Value
2022: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-01-31 2,923,924
Acturial value of plan assets 2022-01-31 2,923,924
Funding target for retired participants and beneficiaries receiving payment 2022-01-31 0
Number of terminated vested participants 2022-01-31 0
Fundng target for terminated vested participants 2022-01-31 0
Active participant vested funding target 2022-01-31 2,376,742
Number of active participants 2022-01-31 7
Total funding liabilities for active participants 2022-01-31 2,376,742
Total participant count 2022-01-31 7
Total funding target for all participants 2022-01-31 2,376,742
Balance at beginning of prior year after applicable adjustments 2022-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-01-31 748,203
Carryover balanced portion elected for use to offset prior years funding requirement 2022-01-31 0
Prefunding balanced used to offset prior years funding requirement 2022-01-31 0
Amount remaining of carryover balance 2022-01-31 0
Amount remaining of prefunding balance 2022-01-31 748,203
Present value of excess contributions 2022-01-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-01-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-01-31 0
Reductions in caryover balances due to elections or deemed elections 2022-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-01-31 0
Balance of carryovers at beginning of current year 2022-01-31 0
Balance of prefunding at beginning of current year 2022-01-31 837,015
Total employer contributions 2022-01-31 375,000
Total employee contributions 2022-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-01-31 357,496
Unpaid minimum required contributions for all prior years 2022-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-01-31 0
Remaining amount of unpaid minimum required contributions 2022-01-31 0
Minimum required contributions for current year target normal cost 2022-01-31 580,734
Net shortfall amortization installment of oustanding balance 2022-01-31 0
Waiver amortization installment 2022-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-01-31 465,239
Carryover balance elected to use to offset funding requirement 2022-01-31 0
Prefunding balance elected to use to offset funding requirement 2022-01-31 107,743
Additional cash requirement 2022-01-31 357,496
Contributions allocatedtoward minimum required contributions for current year 2022-01-31 357,496
Unpaid minimum required contributions for current year 2022-01-31 0
Unpaid minimum required contributions for all years 2022-01-31 0
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,480,554
Acturial value of plan assets 2021-12-31 2,480,554
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 1,767,169
Number of active participants 2021-12-31 7
Total funding liabilities for active participants 2021-12-31 1,767,169
Total participant count 2021-12-31 7
Total funding target for all participants 2021-12-31 1,767,169
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 699,889
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 20,631
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 679,258
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 748,203
Total employer contributions 2021-12-31 425,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 423,027
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 603,150
Net shortfall amortization installment of oustanding balance 2021-12-31 74,997
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 615,565
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 192,538
Additional cash requirement 2021-12-31 423,027
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 423,027
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,202,214
Acturial value of plan assets 2020-12-31 2,202,214
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,474,555
Number of active participants 2020-12-31 6
Total funding liabilities for active participants 2020-12-31 1,474,555
Total participant count 2020-12-31 6
Total funding target for all participants 2020-12-31 1,474,555
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 592,900
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 592,900
Present value of excess contributions 2020-12-31 12,066
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 12,066
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 12,066
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 699,889
Total employer contributions 2020-12-31 214,694
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 207,362
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 227,534
Net shortfall amortization installment of oustanding balance 2020-12-31 2,832
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 227,993
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 20,631
Additional cash requirement 2020-12-31 207,362
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 207,362
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,763,301
Acturial value of plan assets 2019-12-31 1,763,301
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,192,887
Number of active participants 2019-12-31 6
Total funding liabilities for active participants 2019-12-31 1,192,887
Total participant count 2019-12-31 6
Total funding target for all participants 2019-12-31 1,192,887
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 479,104
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 479,104
Present value of excess contributions 2019-12-31 124,528
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 124,528
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 124,528
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 592,900
Total employer contributions 2019-12-31 235,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 236,576
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 224,510
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 224,510
Additional cash requirement 2019-12-31 224,510
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 236,576
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,322,351
Acturial value of plan assets 2018-12-31 1,322,351
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 1,951
Active participant vested funding target 2018-12-31 1,071,947
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 1,071,947
Total participant count 2018-12-31 6
Total funding target for all participants 2018-12-31 1,073,898
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 370,442
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 370,442
Present value of excess contributions 2018-12-31 87,584
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 87,584
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 87,584
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 479,104
Total employer contributions 2018-12-31 192,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 195,417
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 70,889
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 70,889
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 70,889
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 195,417
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,202,945
Acturial value of plan assets 2017-12-31 1,202,945
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 7,278
Active participant vested funding target 2017-12-31 956,701
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 956,701
Total participant count 2017-12-31 7
Total funding target for all participants 2017-12-31 963,979
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 179,401
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 179,401
Present value of excess contributions 2017-12-31 187,614
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 187,614
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 187,614
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 370,442
Total employer contributions 2017-12-31 160,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 153,292
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 65,708
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 65,708
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 65,708
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 153,292
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 903,083
Acturial value of plan assets 2016-12-31 903,083
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 23,806
Active participant vested funding target 2016-12-31 785,927
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 785,927
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 809,733
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 123,723
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 123,723
Present value of excess contributions 2016-12-31 53,711
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 53,711
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 53,711
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 179,401
Total employer contributions 2016-12-31 256,960
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 248,438
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 60,824
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 60,824
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 60,824
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 248,438
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-01-31	2,923,924
Acturial value of plan assets	2022-01-31	2,923,924
Funding target for retired participants and beneficiaries receiving payment	2022-01-31	0
Number of terminated vested participants	2022-01-31	0
Fundng target for terminated vested participants	2022-01-31	0
Active participant vested funding target	2022-01-31	2,376,742
Number of active participants	2022-01-31	7
Total funding liabilities for active participants	2022-01-31	2,376,742
Total participant count	2022-01-31	7
Total funding target for all participants	2022-01-31	2,376,742
Balance at beginning of prior year after applicable adjustments	2022-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-01-31	748,203
Carryover balanced portion elected for use to offset prior years funding requirement	2022-01-31	0
Prefunding balanced used to offset prior years funding requirement	2022-01-31	0
Amount remaining of carryover balance	2022-01-31	0
Amount remaining of prefunding balance	2022-01-31	748,203
Present value of excess contributions	2022-01-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-01-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-01-31	0
Reductions in caryover balances due to elections or deemed elections	2022-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-01-31	0
Balance of carryovers at beginning of current year	2022-01-31	0
Balance of prefunding at beginning of current year	2022-01-31	837,015
Total employer contributions	2022-01-31	375,000
Total employee contributions	2022-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-01-31	357,496
Unpaid minimum required contributions for all prior years	2022-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-01-31	0
Remaining amount of unpaid minimum required contributions	2022-01-31	0
Minimum required contributions for current year target normal cost	2022-01-31	580,734
Net shortfall amortization installment of oustanding balance	2022-01-31	0
Waiver amortization installment	2022-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-01-31	465,239
Carryover balance elected to use to offset funding requirement	2022-01-31	0
Prefunding balance elected to use to offset funding requirement	2022-01-31	107,743
Additional cash requirement	2022-01-31	357,496
Contributions allocatedtoward minimum required contributions for current year	2022-01-31	357,496
Unpaid minimum required contributions for current year	2022-01-31	0
Unpaid minimum required contributions for all years	2022-01-31	0
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,480,554
Acturial value of plan assets	2021-12-31	2,480,554
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	1,767,169
Number of active participants	2021-12-31	7
Total funding liabilities for active participants	2021-12-31	1,767,169
Total participant count	2021-12-31	7
Total funding target for all participants	2021-12-31	1,767,169
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	699,889
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	20,631
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	679,258
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	748,203
Total employer contributions	2021-12-31	425,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	423,027
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	603,150
Net shortfall amortization installment of oustanding balance	2021-12-31	74,997
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	615,565
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	192,538
Additional cash requirement	2021-12-31	423,027
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	423,027
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,202,214
Acturial value of plan assets	2020-12-31	2,202,214
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,474,555
Number of active participants	2020-12-31	6
Total funding liabilities for active participants	2020-12-31	1,474,555
Total participant count	2020-12-31	6
Total funding target for all participants	2020-12-31	1,474,555
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	592,900
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	592,900
Present value of excess contributions	2020-12-31	12,066
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	12,066
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	12,066
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	699,889
Total employer contributions	2020-12-31	214,694
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	207,362
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	227,534
Net shortfall amortization installment of oustanding balance	2020-12-31	2,832
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	227,993
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	20,631
Additional cash requirement	2020-12-31	207,362
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	207,362
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,763,301
Acturial value of plan assets	2019-12-31	1,763,301
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,192,887
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	1,192,887
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	1,192,887
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	479,104
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	479,104
Present value of excess contributions	2019-12-31	124,528
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	124,528
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	124,528
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	592,900
Total employer contributions	2019-12-31	235,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	236,576
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	224,510
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	224,510
Additional cash requirement	2019-12-31	224,510
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	236,576
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,322,351
Acturial value of plan assets	2018-12-31	1,322,351
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	1,951
Active participant vested funding target	2018-12-31	1,071,947
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	1,071,947
Total participant count	2018-12-31	6
Total funding target for all participants	2018-12-31	1,073,898
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	370,442
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	370,442
Present value of excess contributions	2018-12-31	87,584
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	87,584
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	87,584
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	479,104
Total employer contributions	2018-12-31	192,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	195,417
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	70,889
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	70,889
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	70,889
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	195,417
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,202,945
Acturial value of plan assets	2017-12-31	1,202,945
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	7,278
Active participant vested funding target	2017-12-31	956,701
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	956,701
Total participant count	2017-12-31	7
Total funding target for all participants	2017-12-31	963,979
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	179,401
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	179,401
Present value of excess contributions	2017-12-31	187,614
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	187,614
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	187,614
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	370,442
Total employer contributions	2017-12-31	160,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	153,292
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	65,708
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	65,708
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	65,708
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	153,292
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	903,083
Acturial value of plan assets	2016-12-31	903,083
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	23,806
Active participant vested funding target	2016-12-31	785,927
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	785,927
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	809,733
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	123,723
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	123,723
Present value of excess contributions	2016-12-31	53,711
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	53,711
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	53,711
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	179,401
Total employer contributions	2016-12-31	256,960
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	248,438
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	60,824
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	60,824
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	60,824
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	248,438
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN

Measure	Date	Value
2022 : CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$10,250
Expenses. Total of all expenses incurred	2022-12-31	$214,434
Benefits paid (including direct rollovers)	2022-12-31	$214,359
Total plan assets at end of year	2022-12-31	$2,924,740
Total plan assets at beginning of year	2022-12-31	$3,128,924
Value of fidelity bond covering the plan	2022-12-31	$1,500,000
Assets. Value of loans (other than to participants)	2022-12-31	$310,423
Other income received	2022-12-31	$-364,750
Net income (gross income less expenses)	2022-12-31	$-204,184
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,924,740
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,128,924
Total contributions received or receivable from employer(s)	2022-12-31	$375,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$75
2021 : CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$711,781
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$3,128,924
Total plan assets at beginning of year	2021-12-31	$2,417,143
Value of fidelity bond covering the plan	2021-12-31	$1,500,000
Assets. Value of loans (other than to participants)	2021-12-31	$671,855
Other income received	2021-12-31	$286,781
Net income (gross income less expenses)	2021-12-31	$711,781
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,128,924
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,417,143
Total contributions received or receivable from employer(s)	2021-12-31	$425,000
2020 : CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$416,511
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$2,417,143
Total plan assets at beginning of year	2020-12-31	$2,000,632
Value of fidelity bond covering the plan	2020-12-31	$1,500,000
Assets. Value of loans (other than to participants)	2020-12-31	$757,468
Other income received	2020-12-31	$201,817
Net income (gross income less expenses)	2020-12-31	$416,511
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,417,143
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,000,632
Total contributions received or receivable from employer(s)	2020-12-31	$214,694
2019 : CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$486,686
Expenses. Total of all expenses incurred	2019-12-31	$3,823
Benefits paid (including direct rollovers)	2019-12-31	$3,783
Total plan assets at end of year	2019-12-31	$2,000,632
Total plan assets at beginning of year	2019-12-31	$1,517,769
Value of fidelity bond covering the plan	2019-12-31	$985,000
Assets. Value of loans (other than to participants)	2019-12-31	$775,000
Other income received	2019-12-31	$251,686
Net income (gross income less expenses)	2019-12-31	$482,863
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,000,632
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,517,769
Total contributions received or receivable from employer(s)	2019-12-31	$235,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$40
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$162,076
Expenses. Total of all expenses incurred	2018-12-31	$7,293
Benefits paid (including direct rollovers)	2018-12-31	$7,278
Total plan assets at end of year	2018-12-31	$1,517,769
Total plan assets at beginning of year	2018-12-31	$1,362,986
Value of fidelity bond covering the plan	2018-12-31	$985,000
Assets. Value of loans (other than to participants)	2018-12-31	$775,000
Other income received	2018-12-31	$-29,924
Net income (gross income less expenses)	2018-12-31	$154,783
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,517,769
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,362,986
Total contributions received or receivable from employer(s)	2018-12-31	$192,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$15
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$217,857
Expenses. Total of all expenses incurred	2017-12-31	$15,131
Benefits paid (including direct rollovers)	2017-12-31	$15,121
Total plan assets at end of year	2017-12-31	$1,362,986
Total plan assets at beginning of year	2017-12-31	$1,160,260
Value of fidelity bond covering the plan	2017-12-31	$985,000
Assets. Value of loans (other than to participants)	2017-12-31	$575,000
Other income received	2017-12-31	$57,857
Net income (gross income less expenses)	2017-12-31	$202,726
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,362,986
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,160,260
Total contributions received or receivable from employer(s)	2017-12-31	$160,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$10
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$277,647
Expenses. Total of all expenses incurred	2016-12-31	$4,161
Benefits paid (including direct rollovers)	2016-12-31	$4,121
Total plan assets at end of year	2016-12-31	$1,160,260
Total plan assets at beginning of year	2016-12-31	$886,774
Value of fidelity bond covering the plan	2016-12-31	$985,000
Assets. Value of loans (other than to participants)	2016-12-31	$174,073
Other income received	2016-12-31	$20,687
Net income (gross income less expenses)	2016-12-31	$273,486
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,160,260
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$886,774
Total contributions received or receivable from employer(s)	2016-12-31	$256,960
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$40
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$117,435
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$886,774
Total plan assets at beginning of year	2015-12-31	$769,339
Value of fidelity bond covering the plan	2015-12-31	$270,000
Assets. Value of loans (other than to participants)	2015-12-31	$265,142
Other income received	2015-12-31	$12,335
Net income (gross income less expenses)	2015-12-31	$117,435
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$886,774
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$769,339
Total contributions received or receivable from employer(s)	2015-12-31	$105,100
2014 : CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$91,615
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$769,339
Total plan assets at beginning of year	2014-12-31	$677,724
Value of fidelity bond covering the plan	2014-12-31	$270,000
Assets. Value of loans (other than to participants)	2014-12-31	$375,000
Other income received	2014-12-31	$36,515
Net income (gross income less expenses)	2014-12-31	$91,615
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$769,339
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$677,724
Total contributions received or receivable from employer(s)	2014-12-31	$55,100
2013 : CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$46,913
Expenses. Total of all expenses incurred	2013-12-31	$10
Total plan assets at end of year	2013-12-31	$677,724
Total plan assets at beginning of year	2013-12-31	$630,821
Value of fidelity bond covering the plan	2013-12-31	$270,000
Assets. Value of loans (other than to participants)	2013-12-31	$500,000
Other income received	2013-12-31	$41,813
Net income (gross income less expenses)	2013-12-31	$46,903
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$677,724
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$630,821
Total contributions received or receivable from employer(s)	2013-12-31	$5,100
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$10
2012 : CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$53,069
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$630,821
Total plan assets at beginning of year	2012-12-31	$577,752
Value of fidelity bond covering the plan	2012-12-31	$270,000
Assets. Value of loans (other than to participants)	2012-12-31	$405,914
Other income received	2012-12-31	$44,569
Net income (gross income less expenses)	2012-12-31	$53,069
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$630,821
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$577,752
Total contributions received or receivable from employer(s)	2012-12-31	$8,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$41,205
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$577,752
Total plan assets at beginning of year	2011-12-31	$536,547
Value of fidelity bond covering the plan	2011-12-31	$270,000
Assets. Value of loans (other than to participants)	2011-12-31	$441,892
Other income received	2011-12-31	$26,205
Net income (gross income less expenses)	2011-12-31	$41,205
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$577,752
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$536,547
Total contributions received or receivable from employer(s)	2011-12-31	$15,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$143,890
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$541,547
Total plan assets at beginning of year	2010-12-31	$397,657
Value of fidelity bond covering the plan	2010-12-31	$270,000
Assets. Value of loans (other than to participants)	2010-12-31	$301,830
Other income received	2010-12-31	$28,790
Net income (gross income less expenses)	2010-12-31	$143,890
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$541,547
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$397,657
Total contributions received or receivable from employer(s)	2010-12-31	$115,100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN

2022: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single 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 - Trust	Yes
2021: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single 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 - Trust	Yes
2020: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single 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 - Trust	Yes
2019: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single 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 - Trust	Yes
2018: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single 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 - Trust	Yes
2017: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single 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 - Trust	Yes
2016: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
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 - Trust	Yes
2015: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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 - Trust	Yes
2014: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CALIFORNIA RETIREMENT PLANS, INC. CASH BALANCE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

75493

Policy instance

Insurance contract or identification number	75493
Number of Individuals Covered	1
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

75493

Policy instance

Insurance contract or identification number	75493
Number of Individuals Covered	7
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

75493

Policy instance

Insurance contract or identification number	75493
Number of Individuals Covered	6
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

75493

Policy instance

Insurance contract or identification number	75493
Number of Individuals Covered	6
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

75493

Policy instance

Insurance contract or identification number	75493
Number of Individuals Covered	6
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

75493

Policy instance

Insurance contract or identification number	75493
Number of Individuals Covered	7
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

75493

Policy instance

Insurance contract or identification number	75493
Number of Individuals Covered	6
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

75493

Policy instance

Insurance contract or identification number	75493
Number of Individuals Covered	6
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

75493

Policy instance

Insurance contract or identification number	75493
Number of Individuals Covered	6
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

75493

Policy instance

Insurance contract or identification number	75493
Number of Individuals Covered	6
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

75493

Policy instance

Insurance contract or identification number	75493
Number of Individuals Covered	5
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

75493

Policy instance

Insurance contract or identification number	75493
Number of Individuals Covered	5
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	CALIFORNIA RETIREMENT PLANS, INC.
Employer identification number (EIN):	680414789
NAIC Classification:	541219
NAIC Description:	Other Accounting Services