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CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameCALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN
Plan identification number 001

CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CALIFORNIA LOAN & JEWELRY COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA LOAN & JEWELRY COMPANY, INC.
Employer identification number (EIN):942257979
NAIC Classification:448310
NAIC Description:Jewelry Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-07-01
0012015-07-01
0012014-07-01MICHELLE ANAPOLSKY
0012013-07-01MICHELLE ANAPOLSKY
0012012-07-01MICHELLE ANAPOLSKY
0012011-07-01LAWRENCE ANAPOLSKY
0012010-07-01LAWRENCE ANAPOLSKY
0012009-07-01LAWRENCE ANAPOLSKY
0012009-07-01LAWRENCE ANAPOLSKY

Plan Statistics for CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN

Measure Date Value
2016: CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011
Total number of active participants reported on line 7a of the Form 55002016-07-010
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-010
Number of participants with account balances2016-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0110
Total number of active participants reported on line 7a of the Form 55002015-07-010
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-010
Number of participants with account balances2015-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0110
Total number of active participants reported on line 7a of the Form 55002014-07-017
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-012
Total of all active and inactive participants2014-07-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-0110
Number of participants with account balances2014-07-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0111
Total number of active participants reported on line 7a of the Form 55002013-07-019
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-0110
Number of participants with account balances2013-07-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0110
Total number of active participants reported on line 7a of the Form 55002012-07-018
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-013
Total of all active and inactive participants2012-07-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0111
Number of participants with account balances2012-07-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-019
Total number of active participants reported on line 7a of the Form 55002011-07-018
Number of other retired or separated participants entitled to future benefits2011-07-012
Total of all active and inactive participants2011-07-0110
Total participants2011-07-0110
Number of participants with account balances2011-07-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2010: CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-018
Total number of active participants reported on line 7a of the Form 55002010-07-018
Number of retired or separated participants receiving benefits2010-07-011
Total of all active and inactive participants2010-07-019
Total participants2010-07-019
Number of participants with account balances2010-07-019
2009: CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-018
Total number of active participants reported on line 7a of the Form 55002009-07-017
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-011
Total of all active and inactive participants2009-07-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-018
Number of participants with account balances2009-07-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN

Measure Date Value
2017 : CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-03-31$13
Expenses. Total of all expenses incurred2017-03-31$105,975
Benefits paid (including direct rollovers)2017-03-31$105,975
Total plan assets at end of year2017-03-31$0
Total plan assets at beginning of year2017-03-31$105,962
Value of fidelity bond covering the plan2017-03-31$150,000
Other income received2017-03-31$13
Net income (gross income less expenses)2017-03-31$-105,962
Net plan assets at end of year (total assets less liabilities)2017-03-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$105,962
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-03-31$0
2016 : CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-06-30$1,000
Total income from all sources2016-06-30$-11,154
Expenses. Total of all expenses incurred2016-06-30$1,997,027
Benefits paid (including direct rollovers)2016-06-30$1,995,627
Total plan assets at end of year2016-06-30$105,962
Total plan assets at beginning of year2016-06-30$2,115,143
Value of fidelity bond covering the plan2016-06-30$150,000
Other income received2016-06-30$-11,154
Net income (gross income less expenses)2016-06-30$-2,008,181
Net plan assets at end of year (total assets less liabilities)2016-06-30$105,962
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$2,114,143
Assets. Value of employer securities2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$1,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-06-30$1,000
Total plan liabilities at beginning of year2015-06-30$1,000
Total income from all sources2015-06-30$-68,307
Expenses. Total of all expenses incurred2015-06-30$648,504
Benefits paid (including direct rollovers)2015-06-30$648,479
Total plan assets at end of year2015-06-30$2,115,143
Total plan assets at beginning of year2015-06-30$2,831,954
Value of fidelity bond covering the plan2015-06-30$150,000
Other income received2015-06-30$-68,307
Net income (gross income less expenses)2015-06-30$-716,811
Net plan assets at end of year (total assets less liabilities)2015-06-30$2,114,143
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$2,830,954
Assets. Value of employer securities2015-06-30$1,294,542
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-06-30$1,000
Total plan liabilities at beginning of year2014-06-30$461
Total income from all sources2014-06-30$312,796
Expenses. Total of all expenses incurred2014-06-30$17,850
Benefits paid (including direct rollovers)2014-06-30$17,445
Total plan assets at end of year2014-06-30$2,831,954
Total plan assets at beginning of year2014-06-30$2,536,469
Value of fidelity bond covering the plan2014-06-30$150,000
Other income received2014-06-30$240,810
Net income (gross income less expenses)2014-06-30$294,946
Net plan assets at end of year (total assets less liabilities)2014-06-30$2,830,954
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$2,536,008
Assets. Value of employer securities2014-06-30$1,370,051
Total contributions received or receivable from employer(s)2014-06-30$71,986
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$405
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-06-30$461
Total plan liabilities at beginning of year2013-06-30$461
Total income from all sources2013-06-30$-268,022
Expenses. Total of all expenses incurred2013-06-30$2,265
Total plan assets at end of year2013-06-30$2,536,469
Total plan assets at beginning of year2013-06-30$2,806,756
Value of fidelity bond covering the plan2013-06-30$280,629
Expenses. Other expenses not covered elsewhere2013-06-30$2,265
Other income received2013-06-30$-387,341
Net income (gross income less expenses)2013-06-30$-270,287
Net plan assets at end of year (total assets less liabilities)2013-06-30$2,536,008
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$2,806,295
Assets. Value of employer securities2013-06-30$1,395,588
Total contributions received or receivable from employer(s)2013-06-30$119,319
2012 : CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-06-30$461
Total income from all sources2012-06-30$260,420
Expenses. Total of all expenses incurred2012-06-30$3,932
Benefits paid (including direct rollovers)2012-06-30$1,282
Total plan assets at end of year2012-06-30$2,806,756
Total plan assets at beginning of year2012-06-30$2,549,807
Value of fidelity bond covering the plan2012-06-30$150,000
Expenses. Other expenses not covered elsewhere2012-06-30$2,400
Other income received2012-06-30$143,548
Net income (gross income less expenses)2012-06-30$256,488
Net plan assets at end of year (total assets less liabilities)2012-06-30$2,806,295
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$2,549,807
Assets. Value of employer securities2012-06-30$1,843,945
Total contributions received or receivable from employer(s)2012-06-30$116,872
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$250
2011 : CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$206,772
Expenses. Total of all expenses incurred2011-06-30$3,060
Total plan assets at end of year2011-06-30$2,549,807
Total plan assets at beginning of year2011-06-30$2,346,095
Value of fidelity bond covering the plan2011-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2011-06-30$3,060
Other income received2011-06-30$96,007
Net income (gross income less expenses)2011-06-30$203,712
Net plan assets at end of year (total assets less liabilities)2011-06-30$2,549,807
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$2,346,095
Assets. Value of employer securities2011-06-30$1,715,141
Total contributions received or receivable from employer(s)2011-06-30$110,765

Form 5500 Responses for CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN

2016: CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01This submission is the final filingYes
2016-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: CALIFORNIA LOAN & JEWELRY COMPANY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

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