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CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 401k Plan overview

Plan NameCALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN
Plan identification number 001

CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 SUITES DBA SUITEAMERICA has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA SUITES DBA SUITEAMERICA
Employer identification number (EIN):943216818
NAIC Classification:721199
NAIC Description:All Other Traveler Accommodation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBIN MASTEN2024-04-24
0012022-01-01ROBIN MASTEN2023-04-25
0012021-01-01ROBIN MASTEN2022-09-07
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBIN MASTEN
0012016-01-01ROBIN MASTEN
0012015-01-01ROBIN MASTEN
0012014-01-01ROBIN MASTEN
0012013-01-01ROBIN MASTEN ROBIN MASTEN2014-04-23
0012012-01-01ROBIN MASTEN
0012011-01-01ROBIN MASTEN
0012010-01-01ROBIN MASTEN ROBIN MASTEN2011-06-14
0012009-01-01ROBIN MASTEN ROBIN MASTEN2010-05-18

Plan Statistics for CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN

401k plan membership statisitcs for CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN

Measure Date Value
2020: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01223
Total number of active participants reported on line 7a of the Form 55002020-01-0160
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0193
Number of participants with account balances2020-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01270
Total number of active participants reported on line 7a of the Form 55002019-01-01161
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0162
Total of all active and inactive participants2019-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01223
Number of participants with account balances2019-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01238
Total number of active participants reported on line 7a of the Form 55002018-01-01214
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01265
Number of participants with account balances2018-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01221
Total number of active participants reported on line 7a of the Form 55002017-01-01200
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01238
Number of participants with account balances2017-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01218
Total number of active participants reported on line 7a of the Form 55002016-01-01190
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01221
Number of participants with account balances2016-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01164
Total number of active participants reported on line 7a of the Form 55002015-01-01189
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01218
Number of participants with account balances2015-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01132
Total number of active participants reported on line 7a of the Form 55002014-01-01140
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01164
Number of participants with account balances2014-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01107
Total number of active participants reported on line 7a of the Form 55002013-01-01109
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01132
Number of participants with account balances2013-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0156
Total number of active participants reported on line 7a of the Form 55002012-01-01107
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01127
Number of participants with account balances2012-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0167
Total number of active participants reported on line 7a of the Form 55002011-01-0156
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0174
Number of participants with account balances2011-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0181
Total number of active participants reported on line 7a of the Form 55002010-01-0167
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0117
Total of all active and inactive participants2010-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0184
Number of participants with account balances2010-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0174
Total number of active participants reported on line 7a of the Form 55002009-01-0181
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0188
Number of participants with account balances2009-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN

Measure Date Value
2020 : CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$833,300
Total of all expenses incurred2020-12-31$710,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$673,597
Value of total corrective distributions2020-12-31$1,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$203,605
Value of total assets at end of year2020-12-31$4,889,788
Value of total assets at beginning of year2020-12-31$4,766,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,476
Total interest from all sources2020-12-31$4,434
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$173,301
Participant contributions at end of year2020-12-31$44,350
Participant contributions at beginning of year2020-12-31$109,882
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$30,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$123,045
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,889,788
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,766,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,689,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,637,647
Interest on participant loans2020-12-31$4,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$156,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$19,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$625,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$673,597
Contract administrator fees2020-12-31$35,476
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BFBA, LLP
Accountancy firm EIN2020-12-31680000424
2019 : CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,445,565
Total of all expenses incurred2019-12-31$950,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$909,766
Expenses. Certain deemed distributions of participant loans2019-12-31$7,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$402,759
Value of total assets at end of year2019-12-31$4,766,743
Value of total assets at beginning of year2019-12-31$4,271,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,788
Total interest from all sources2019-12-31$5,290
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$177,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$177,997
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$376,730
Participant contributions at end of year2019-12-31$109,882
Participant contributions at beginning of year2019-12-31$112,321
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,029
Administrative expenses (other) incurred2019-12-31$32,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$495,305
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,766,743
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,271,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,637,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,159,117
Interest on participant loans2019-12-31$5,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$859,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$909,766
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BFBA, LLP
Accountancy firm EIN2019-12-31680000424
2018 : CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$128,958
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$639,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$637,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$402,029
Value of total assets at end of year2018-12-31$4,271,438
Value of total assets at beginning of year2018-12-31$4,781,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,822
Total interest from all sources2018-12-31$5,661
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$405,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$405,226
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$328,399
Participant contributions at end of year2018-12-31$112,321
Participant contributions at beginning of year2018-12-31$129,734
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$73,630
Administrative expenses (other) incurred2018-12-31$1,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-510,250
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,271,438
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,781,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,159,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,651,954
Interest on participant loans2018-12-31$5,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-683,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$637,386
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BFBA, LLP
Accountancy firm EIN2018-12-31680000424
2017 : CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,072,313
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$602,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$600,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$321,283
Value of total assets at end of year2017-12-31$4,781,688
Value of total assets at beginning of year2017-12-31$4,311,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,226
Total interest from all sources2017-12-31$4,737
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$294,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$294,144
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$288,860
Participant contributions at end of year2017-12-31$129,734
Participant contributions at beginning of year2017-12-31$103,205
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$32,423
Administrative expenses (other) incurred2017-12-31$1,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$470,151
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,781,688
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,311,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,651,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,208,332
Interest on participant loans2017-12-31$4,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$452,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$600,936
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BFBA, LLP
Accountancy firm EIN2017-12-31680000424
2016 : CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$163,936
Total unrealized appreciation/depreciation of assets2016-12-31$163,936
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$608,758
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$88,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$81,010
Value of total corrective distributions2016-12-31$6,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$317,869
Value of total assets at end of year2016-12-31$4,311,537
Value of total assets at beginning of year2016-12-31$3,791,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$902
Total interest from all sources2016-12-31$4,469
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$122,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$122,484
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$317,869
Participant contributions at end of year2016-12-31$103,205
Participant contributions at beginning of year2016-12-31$67,557
Administrative expenses (other) incurred2016-12-31$902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$520,412
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,311,537
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,791,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,208,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,723,568
Interest on participant loans2016-12-31$4,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$81,010
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BFBA, LLP
Accountancy firm EIN2016-12-31680000424
2015 : CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-209,391
Total unrealized appreciation/depreciation of assets2015-12-31$-209,391
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$334,218
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$551,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$551,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$309,368
Value of total assets at end of year2015-12-31$3,791,125
Value of total assets at beginning of year2015-12-31$4,008,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$779
Total interest from all sources2015-12-31$2,865
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$231,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$231,376
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$292,976
Participant contributions at end of year2015-12-31$67,557
Participant contributions at beginning of year2015-12-31$98,849
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$16,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-217,720
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,791,125
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,008,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,723,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,909,996
Interest on participant loans2015-12-31$2,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$551,159
Contract administrator fees2015-12-31$779
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BFBA, LLP
Accountancy firm EIN2015-12-31680000424
2014 : CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$515,009
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$472,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$472,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$243,559
Value of total assets at end of year2014-12-31$4,008,845
Value of total assets at beginning of year2014-12-31$3,966,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$666
Total interest from all sources2014-12-31$3,739
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$272,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$272,287
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$243,559
Participant contributions at end of year2014-12-31$98,849
Participant contributions at beginning of year2014-12-31$82,113
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$666
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$42,170
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,008,845
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,966,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,909,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,884,562
Interest on participant loans2014-12-31$3,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-4,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$472,173
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BFBA, LLP
Accountancy firm EIN2014-12-31680000424
2013 : CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$914,513
Expenses. Total of all expenses incurred2013-12-31$225,312
Benefits paid (including direct rollovers)2013-12-31$224,627
Total plan assets at end of year2013-12-31$3,966,675
Total plan assets at beginning of year2013-12-31$3,277,474
Value of fidelity bond covering the plan2013-12-31$2,000,000
Total contributions received or receivable from participants2013-12-31$210,828
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$3,275
Other income received2013-12-31$700,410
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$689,201
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,966,675
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,277,474
Assets. Value of participant loans2013-12-31$82,113
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$685
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$620,870
Expenses. Total of all expenses incurred2012-12-31$128,537
Benefits paid (including direct rollovers)2012-12-31$127,849
Total plan assets at end of year2012-12-31$3,277,474
Total plan assets at beginning of year2012-12-31$2,785,141
Value of fidelity bond covering the plan2012-12-31$2,000,000
Total contributions received or receivable from participants2012-12-31$190,446
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$39,356
Other income received2012-12-31$391,068
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$492,333
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,277,474
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,785,141
Assets. Value of participant loans2012-12-31$107,984
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$688
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$119,191
Expenses. Total of all expenses incurred2011-12-31$180,038
Benefits paid (including direct rollovers)2011-12-31$179,109
Total plan assets at end of year2011-12-31$2,785,141
Total plan assets at beginning of year2011-12-31$2,845,988
Value of fidelity bond covering the plan2011-12-31$2,000,000
Total contributions received or receivable from participants2011-12-31$211,454
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-92,263
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-60,847
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,785,141
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,845,988
Assets. Value of participant loans2011-12-31$143,194
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$929
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$601,360
Expenses. Total of all expenses incurred2010-12-31$423
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$2,845,988
Total plan assets at beginning of year2010-12-31$2,245,051
Value of fidelity bond covering the plan2010-12-31$2,000,000
Total contributions received or receivable from participants2010-12-31$233,672
Expenses. Other expenses not covered elsewhere2010-12-31$423
Contributions received from other sources (not participants or employers)2010-12-31$27,437
Other income received2010-12-31$340,251
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$600,937
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,845,988
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,245,051
Assets. Value of participant loans2010-12-31$142,743
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN

2020: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CALIFORNIA SUITES, INC., PROFIT SHARING/401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513313-000
Policy instance 1
Insurance contract or identification number513313-000
Total amount of fees paid to insurance companyUSD $2,343
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2343
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-822143
Policy instance 1
Insurance contract or identification numberGA-822143
Number of Individuals Covered0
Total amount of commissions paid to insurance brokerUSD $2,589
Are there contracts with allocated funds for group deferred annuity?Yes
Commission paid to Insurance BrokerUSD $2,589
Amount paid for insurance broker fees0
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513313-000
Policy instance 2
Insurance contract or identification number513313-000
Number of Individuals Covered146
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,751
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6730
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number019277
Policy instance 1
Insurance contract or identification number019277
Number of Individuals Covered126
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,566
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,460
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number019277
Policy instance 1
Insurance contract or identification number019277
Number of Individuals Covered113
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $13,786
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,786
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC

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