401k Plan data: CALIFORNIA RETIREMENT PLANS 401K PLAN plan

CALIFORNIA RETIREMENT PLANS 401K PLAN 401k Plan overview

Plan Name	CALIFORNIA RETIREMENT PLANS 401K PLAN
Plan identification number	001

CALIFORNIA RETIREMENT PLANS 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: CALIFORNIA RETIREMENT PLANS, INC.

Employer identification number (EIN): 680414789

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BRIAN SMITH 2023-07-25
001 2021-01-01 BRIAN SMITH 2022-09-27
001 2020-01-01 BRIAN SMITH 2021-08-24
001 2019-01-01 BRIAN SMITH 2020-07-14
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 BRIAN SMITH
001 2013-01-01 BRIAN SMITH
001 2012-01-01 BRIAN SMITH
001 2011-01-01 BRIAN SMITH
001 2009-01-01 MOLLY OSGOOD
001 2009-01-01 MOLLY OSGOOD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	BRIAN SMITH	2023-07-25
001	2021-01-01	BRIAN SMITH	2022-09-27
001	2020-01-01	BRIAN SMITH	2021-08-24
001	2019-01-01	BRIAN SMITH	2020-07-14
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	BRIAN SMITH
001	2013-01-01	BRIAN SMITH
001	2012-01-01	BRIAN SMITH
001	2011-01-01	BRIAN SMITH
001	2009-01-01	MOLLY OSGOOD
001	2009-01-01	MOLLY OSGOOD

Plan Statistics for CALIFORNIA RETIREMENT PLANS 401K PLAN

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

Measure Date Value
2022: CALIFORNIA RETIREMENT PLANS 401K PLAN 2022 401k membership
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 5
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 1
Total of all active and inactive participants 2022-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
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 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
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 1
Total of all active and inactive participants 2021-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 8
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 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
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 2
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 8
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 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
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 2
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 8
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 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
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
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: CALIFORNIA RETIREMENT PLANS 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
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 2
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
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 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
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 401K 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
Number of participants with account balances 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 401K 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
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: CALIFORNIA RETIREMENT PLANS 401K 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
Number of participants with account balances 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 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
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
Number of participants with account balances 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 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 1
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
2009: CALIFORNIA RETIREMENT PLANS 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
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 4
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: CALIFORNIA RETIREMENT PLANS 401K PLAN 2022 401k membership
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	5
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	1
Total of all active and inactive participants	2022-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
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 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
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	1
Total of all active and inactive participants	2021-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	8
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 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
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	2
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	8
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 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
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	2
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	8
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 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
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
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: CALIFORNIA RETIREMENT PLANS 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
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	2
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
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 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
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 401K 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
Number of participants with account balances	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 401K 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
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: CALIFORNIA RETIREMENT PLANS 401K 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
Number of participants with account balances	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 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
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
Number of participants with account balances	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 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	1
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
2009: CALIFORNIA RETIREMENT PLANS 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
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	4
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on CALIFORNIA RETIREMENT PLANS 401K PLAN

Measure	Date	Value
2022 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-190,812
Expenses. Total of all expenses incurred	2022-12-31	$102,115
Benefits paid (including direct rollovers)	2022-12-31	$102,115
Total plan assets at end of year	2022-12-31	$4,023,665
Total plan assets at beginning of year	2022-12-31	$4,316,592
Value of fidelity bond covering the plan	2022-12-31	$1,500,000
Total contributions received or receivable from participants	2022-12-31	$103,842
Assets. Value of loans (other than to participants)	2022-12-31	$602,173
Contributions received from other sources (not participants or employers)	2022-12-31	$204,792
Other income received	2022-12-31	$-574,303
Net income (gross income less expenses)	2022-12-31	$-292,927
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,023,665
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,316,592
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$35,000
Total contributions received or receivable from employer(s)	2022-12-31	$74,857
2021 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$693,409
Expenses. Total of all expenses incurred	2021-12-31	$101,864
Benefits paid (including direct rollovers)	2021-12-31	$101,864
Total plan assets at end of year	2021-12-31	$4,316,592
Total plan assets at beginning of year	2021-12-31	$3,725,047
Value of fidelity bond covering the plan	2021-12-31	$1,500,000
Total contributions received or receivable from participants	2021-12-31	$109,683
Assets. Value of loans (other than to participants)	2021-12-31	$609,543
Other income received	2021-12-31	$504,676
Net income (gross income less expenses)	2021-12-31	$591,545
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,316,592
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,725,047
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$35,000
Total contributions received or receivable from employer(s)	2021-12-31	$79,050
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$592,942
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$3,725,047
Total plan assets at beginning of year	2020-12-31	$3,132,105
Value of fidelity bond covering the plan	2020-12-31	$1,500,000
Total contributions received or receivable from participants	2020-12-31	$86,661
Assets. Value of loans (other than to participants)	2020-12-31	$616,385
Other income received	2020-12-31	$435,781
Net income (gross income less expenses)	2020-12-31	$592,942
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,725,047
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,132,105
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$35,000
Total contributions received or receivable from employer(s)	2020-12-31	$70,500
2019 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$612,647
Expenses. Total of all expenses incurred	2019-12-31	$5,025
Benefits paid (including direct rollovers)	2019-12-31	$5,000
Total plan assets at end of year	2019-12-31	$3,132,105
Total plan assets at beginning of year	2019-12-31	$2,524,483
Value of fidelity bond covering the plan	2019-12-31	$985,000
Total contributions received or receivable from participants	2019-12-31	$79,664
Assets. Value of loans (other than to participants)	2019-12-31	$623,027
Other income received	2019-12-31	$462,983
Net income (gross income less expenses)	2019-12-31	$607,622
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,132,105
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,524,483
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$35,000
Total contributions received or receivable from employer(s)	2019-12-31	$70,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$20,249
Expenses. Total of all expenses incurred	2018-12-31	$13,893
Benefits paid (including direct rollovers)	2018-12-31	$13,868
Total plan assets at end of year	2018-12-31	$2,524,483
Total plan assets at beginning of year	2018-12-31	$2,518,127
Value of fidelity bond covering the plan	2018-12-31	$985,000
Total contributions received or receivable from participants	2018-12-31	$71,030
Assets. Value of loans (other than to participants)	2018-12-31	$225,000
Other income received	2018-12-31	$-112,881
Net income (gross income less expenses)	2018-12-31	$6,356
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,524,483
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,518,127
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$35,000
Total contributions received or receivable from employer(s)	2018-12-31	$62,100
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$231,051
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$2,518,127
Total plan assets at beginning of year	2017-12-31	$2,287,076
Value of fidelity bond covering the plan	2017-12-31	$985,000
Total contributions received or receivable from participants	2017-12-31	$86,222
Assets. Value of loans (other than to participants)	2017-12-31	$200,000
Other income received	2017-12-31	$82,979
Net income (gross income less expenses)	2017-12-31	$231,051
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,518,127
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,287,076
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$35,000
Total contributions received or receivable from employer(s)	2017-12-31	$61,850
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$261,662
Expenses. Total of all expenses incurred	2016-12-31	$199,909
Benefits paid (including direct rollovers)	2016-12-31	$199,859
Total plan assets at end of year	2016-12-31	$2,287,076
Total plan assets at beginning of year	2016-12-31	$2,225,323
Value of fidelity bond covering the plan	2016-12-31	$985,000
Total contributions received or receivable from participants	2016-12-31	$79,544
Assets. Value of loans (other than to participants)	2016-12-31	$250,000
Contributions received from other sources (not participants or employers)	2016-12-31	$5,264
Other income received	2016-12-31	$121,814
Net income (gross income less expenses)	2016-12-31	$61,753
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,287,076
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,225,323
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$185,000
Total contributions received or receivable from employer(s)	2016-12-31	$55,040
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$143,085
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$2,225,323
Total plan assets at beginning of year	2015-12-31	$2,082,238
Value of fidelity bond covering the plan	2015-12-31	$270,000
Total contributions received or receivable from participants	2015-12-31	$84,398
Assets. Value of loans (other than to participants)	2015-12-31	$250,000
Other income received	2015-12-31	$7,228
Net income (gross income less expenses)	2015-12-31	$143,085
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,225,323
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,082,238
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$185,000
Total contributions received or receivable from employer(s)	2015-12-31	$51,459
2014 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$269,525
Expenses. Total of all expenses incurred	2014-12-31	$41,293
Benefits paid (including direct rollovers)	2014-12-31	$41,293
Total plan assets at end of year	2014-12-31	$2,082,238
Total plan assets at beginning of year	2014-12-31	$1,854,006
Value of fidelity bond covering the plan	2014-12-31	$270,000
Total contributions received or receivable from participants	2014-12-31	$85,799
Assets. Value of loans (other than to participants)	2014-12-31	$415,000
Other income received	2014-12-31	$134,401
Net income (gross income less expenses)	2014-12-31	$228,232
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,082,238
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,854,006
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$185,000
Total contributions received or receivable from employer(s)	2014-12-31	$49,325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$402,524
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,854,006
Total plan assets at beginning of year	2013-12-31	$1,451,482
Value of fidelity bond covering the plan	2013-12-31	$270,000
Total contributions received or receivable from participants	2013-12-31	$86,798
Assets. Value of loans (other than to participants)	2013-12-31	$415,000
Other income received	2013-12-31	$265,326
Net income (gross income less expenses)	2013-12-31	$402,524
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,854,006
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,451,482
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$185,000
Total contributions received or receivable from employer(s)	2013-12-31	$50,400
2012 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$214,552
Expenses. Total of all expenses incurred	2012-12-31	$4,287
Benefits paid (including direct rollovers)	2012-12-31	$4,287
Total plan assets at end of year	2012-12-31	$1,451,482
Total plan assets at beginning of year	2012-12-31	$1,241,217
Value of fidelity bond covering the plan	2012-12-31	$270,000
Total contributions received or receivable from participants	2012-12-31	$71,570
Assets. Value of loans (other than to participants)	2012-12-31	$415,000
Other income received	2012-12-31	$119,398
Net income (gross income less expenses)	2012-12-31	$210,265
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,451,482
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,241,217
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$185,000
Total contributions received or receivable from employer(s)	2012-12-31	$23,584
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$87,935
Expenses. Total of all expenses incurred	2011-12-31	$13,286
Benefits paid (including direct rollovers)	2011-12-31	$13,286
Total plan assets at end of year	2011-12-31	$1,241,217
Total plan assets at beginning of year	2011-12-31	$1,166,568
Value of fidelity bond covering the plan	2011-12-31	$270,000
Total contributions received or receivable from participants	2011-12-31	$50,289
Assets. Value of loans (other than to participants)	2011-12-31	$415,000
Other income received	2011-12-31	$623
Net income (gross income less expenses)	2011-12-31	$74,649
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,241,217
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,166,568
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$150,000
Total contributions received or receivable from employer(s)	2011-12-31	$37,023
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$157,726
Expenses. Total of all expenses incurred	2010-12-31	$339,969
Benefits paid (including direct rollovers)	2010-12-31	$339,959
Total plan assets at end of year	2010-12-31	$1,166,568
Total plan assets at beginning of year	2010-12-31	$1,348,811
Value of fidelity bond covering the plan	2010-12-31	$270,000
Total contributions received or receivable from participants	2010-12-31	$59,240
Assets. Value of loans (other than to participants)	2010-12-31	$415,000
Other income received	2010-12-31	$40,363
Net income (gross income less expenses)	2010-12-31	$-182,243
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,166,568
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,348,811
Assets. Value of participant loans	2010-12-31	$20,129
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$150,000
Total contributions received or receivable from employer(s)	2010-12-31	$58,123
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$10
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CALIFORNIA RETIREMENT PLANS 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CALIFORNIA RETIREMENT PLANS 401K PLAN

2022: CALIFORNIA RETIREMENT PLANS 401K 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 401K 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 401K 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 401K 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 401K 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 – Insurance	Yes
2017: CALIFORNIA RETIREMENT PLANS 401K 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 – Insurance	Yes
2016: CALIFORNIA RETIREMENT PLANS 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
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 – Insurance	Yes
2015: CALIFORNIA RETIREMENT PLANS 401K 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 – Insurance	Yes
2014: CALIFORNIA RETIREMENT PLANS 401K 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 – Insurance	Yes
2013: CALIFORNIA RETIREMENT PLANS 401K 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 – Insurance	Yes
2012: CALIFORNIA RETIREMENT PLANS 401K 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 – Insurance	Yes
2011: CALIFORNIA RETIREMENT PLANS 401K 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 – Insurance	Yes
2009: CALIFORNIA RETIREMENT PLANS 401K 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 – Insurance	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

371342-01

Policy instance

Insurance contract or identification number	371342-01
Number of Individuals Covered	0
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

371342-01

Policy instance

Insurance contract or identification number	371342-01
Number of Individuals Covered	1
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

371342-01

Policy instance

Insurance contract or identification number	371342-01
Number of Individuals Covered	8
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

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