CALIFORNIA BUSINESS ROUNDTABLE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CALIFORNIA BUSINESS ROUNDTABLE 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : CALIFORNIA BUSINESS ROUNDTABLE 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-07-17 | 7809 |
| Total liabilities as of the beginning of the plan year | 2025-07-17 | 9773 |
| Total expenses incurred by plan in this plan year | 2025-07-17 | 10976 |
| Net assets as of the end of the plan year | 2025-07-17 | 953786 |
| Total assets as of the beginning of the plan year | 2025-07-17 | 817807 |
| Value of plan covered by a fidelity bond | 2025-07-17 | 1000000 |
| Participant contributions to plan in this plan year | 2025-07-17 | 41469 |
| Other income to plan in this plan year | 2025-07-17 | 85036 |
| Plan net income in this plan year | 2025-07-17 | 137943 |
| Net assets as of the end of the plan year | 2025-07-17 | 945977 |
| Net assets as of the beginning of the plan year | 2025-07-17 | 808034 |
| Employer contributions to plan in this plan year | 2025-07-17 | 22414 |
| Fees paid to broker by Benefit Provider | 2025-07-17 | 1476 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-17 | 10976 |
| 2024 : CALIFORNIA BUSINESS ROUNDTABLE 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-08 | 9773 |
| Total liabilities as of the beginning of the plan year | 2024-10-08 | 5801 |
| Total expenses incurred by plan in this plan year | 2024-10-08 | 571753 |
| Net assets as of the end of the plan year | 2024-10-08 | 817807 |
| Total assets as of the beginning of the plan year | 2024-10-08 | 1213784 |
| Value of plan covered by a fidelity bond | 2024-10-08 | 1000000 |
| Participant contributions to plan in this plan year | 2024-10-08 | 43368 |
| Other income to plan in this plan year | 2024-10-08 | 106901 |
| Plan net income in this plan year | 2024-10-08 | -399949 |
| Net assets as of the end of the plan year | 2024-10-08 | 808034 |
| Net assets as of the beginning of the plan year | 2024-10-08 | 1207983 |
| Employer contributions to plan in this plan year | 2024-10-08 | 21535 |
| Fees paid to broker by Benefit Provider | 2024-10-08 | 4487 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-08 | 2580 |
| Total transfers to/from plan in this plan year | 2024-08-27 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-27 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-27 | 3391 |
| Net assets as of the end of the plan year | 2024-08-27 | 1008565 |
| Total assets as of the beginning of the plan year | 2024-08-27 | 807902 |
| Participant contributions to plan in this plan year | 2024-08-27 | 71629 |
| Other expenses paid from plan in this plan year | 2024-08-27 | 0 |
| Other contributions to plan in this plan year | 2024-08-27 | 0 |
| Other income to plan in this plan year | 2024-08-27 | 103747 |
| Plan net income in this plan year | 2024-08-27 | 200663 |
| Net assets as of the end of the plan year | 2024-08-27 | 1008565 |
| Net assets as of the beginning of the plan year | 2024-08-27 | 807902 |
| Employer contributions to plan in this plan year | 2024-08-27 | 28678 |
| Fees paid to broker by Benefit Provider | 2024-08-27 | 4531 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-27 | 3391 |
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