401k Plan data: ORO FINANCIAL RETIREMENT PLAN plan

ORO FINANCIAL RETIREMENT PLAN 401k Plan overview

Plan Name	ORO FINANCIAL RETIREMENT PLAN
Plan identification number	001

ORO FINANCIAL RETIREMENT 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
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

ORO FINANCIAL OF CALIFORNIA, INC. has sponsored the creation of one or more 401k plans.

Company Name: ORO FINANCIAL OF CALIFORNIA, INC.

Employer identification number (EIN): 770256888

NAIC Classification: 522292
NAIC Description: Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORO FINANCIAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CHRIS MATHYS, PRESIDENT 2023-05-26
001 2021-01-01 ORO FINANCIAL 2022-07-18 ORO FINANCIAL 2022-07-18
001 2020-01-01 CHRIS MATHYS, PRESIDENT 2021-05-12 CHRIS MATHYS, PRESIDENT 2021-05-12
001 2019-01-01 CHRIS MATHYS, PRESIDENT 2020-04-09 CHRIS MATHYS, PRESIDENT 2020-04-09
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 CHRIS MATHYS CHRIS MATHYS 2013-05-15
001 2011-01-01 CHRIS MATHYS CHRIS MATHYS 2012-04-16
001 2010-01-01 CHRIS MATHYS CHRIS MATHYS 2011-04-12
001 2009-01-01 CHRIS MATHYS CHRIS MATHYS 2010-07-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CHRIS MATHYS, PRESIDENT	2023-05-26
001	2021-01-01	ORO FINANCIAL	2022-07-18	ORO FINANCIAL	2022-07-18
001	2020-01-01	CHRIS MATHYS, PRESIDENT	2021-05-12	CHRIS MATHYS, PRESIDENT	2021-05-12
001	2019-01-01	CHRIS MATHYS, PRESIDENT	2020-04-09	CHRIS MATHYS, PRESIDENT	2020-04-09
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	CHRIS MATHYS		CHRIS MATHYS	2013-05-15
001	2011-01-01	CHRIS MATHYS		CHRIS MATHYS	2012-04-16
001	2010-01-01	CHRIS MATHYS		CHRIS MATHYS	2011-04-12
001	2009-01-01	CHRIS MATHYS		CHRIS MATHYS	2010-07-21

Plan Statistics for ORO FINANCIAL RETIREMENT PLAN

401k plan membership statisitcs for ORO FINANCIAL RETIREMENT PLAN

Measure Date Value
2022: ORO FINANCIAL RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
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 2
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 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ORO FINANCIAL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ORO FINANCIAL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ORO FINANCIAL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ORO FINANCIAL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
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 0
2017: ORO FINANCIAL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
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 0
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ORO FINANCIAL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 6
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
2015: ORO FINANCIAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ORO FINANCIAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 2
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: ORO FINANCIAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 8
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: ORO FINANCIAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
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 1
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: ORO FINANCIAL RETIREMENT 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
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ORO FINANCIAL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: ORO FINANCIAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Total of all active and inactive participants 2009-01-01 5
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: ORO FINANCIAL RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
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	2
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	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ORO FINANCIAL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ORO FINANCIAL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ORO FINANCIAL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ORO FINANCIAL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
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	0
2017: ORO FINANCIAL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
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	0
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ORO FINANCIAL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	6
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
2015: ORO FINANCIAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ORO FINANCIAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	2
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: ORO FINANCIAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	8
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: ORO FINANCIAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
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	1
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: ORO FINANCIAL RETIREMENT 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
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ORO FINANCIAL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: ORO FINANCIAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Total of all active and inactive participants	2009-01-01	5
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ORO FINANCIAL RETIREMENT PLAN

Measure	Date	Value
2022 : ORO FINANCIAL RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$100
Total income from all sources	2022-12-31	$241,213
Expenses. Total of all expenses incurred	2022-12-31	$29,332
Benefits paid (including direct rollovers)	2022-12-31	$19,522
Total plan assets at end of year	2022-12-31	$2,200,382
Total plan assets at beginning of year	2022-12-31	$1,988,401
Value of fidelity bond covering the plan	2022-12-31	$2,000,000
Assets. Value of loans (other than to participants)	2022-12-31	$1,952,854
Other income received	2022-12-31	$241,213
Net income (gross income less expenses)	2022-12-31	$211,881
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,200,282
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,988,401
Assets. Value of real-estate (other than employer real property)	2022-12-31	$29,765
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$9,810
2021 : ORO FINANCIAL RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at beginning of year	2021-12-31	$100
Total income from all sources	2021-12-31	$235,694
Expenses. Total of all expenses incurred	2021-12-31	$8,100
Total plan assets at end of year	2021-12-31	$1,988,401
Total plan assets at beginning of year	2021-12-31	$1,760,907
Value of fidelity bond covering the plan	2021-12-31	$1,841,005
Assets. Value of loans (other than to participants)	2021-12-31	$1,811,240
Other income received	2021-12-31	$227,694
Net income (gross income less expenses)	2021-12-31	$227,594
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,988,401
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,760,807
Assets. Value of real-estate (other than employer real property)	2021-12-31	$29,765
Total contributions received or receivable from employer(s)	2021-12-31	$8,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$8,100
2020 : ORO FINANCIAL RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$100
Total plan liabilities at beginning of year	2020-12-31	$100
Total income from all sources	2020-12-31	$156,333
Expenses. Total of all expenses incurred	2020-12-31	$12,703
Total plan assets at end of year	2020-12-31	$1,760,907
Total plan assets at beginning of year	2020-12-31	$1,617,277
Value of fidelity bond covering the plan	2020-12-31	$1,500,000
Assets. Value of loans (other than to participants)	2020-12-31	$1,628,340
Other income received	2020-12-31	$156,333
Net income (gross income less expenses)	2020-12-31	$143,630
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,760,807
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,617,177
Assets. Value of real-estate (other than employer real property)	2020-12-31	$29,765
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$12,703
2019 : ORO FINANCIAL RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$100
Total plan liabilities at beginning of year	2019-12-31	$100
Total income from all sources	2019-12-31	$182,942
Expenses. Total of all expenses incurred	2019-12-31	$22,433
Benefits paid (including direct rollovers)	2019-12-31	$15,806
Total plan assets at end of year	2019-12-31	$1,617,277
Total plan assets at beginning of year	2019-12-31	$1,456,768
Value of fidelity bond covering the plan	2019-12-31	$1,640,127
Assets. Value of loans (other than to participants)	2019-12-31	$1,295,106
Other income received	2019-12-31	$182,942
Net income (gross income less expenses)	2019-12-31	$160,509
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,617,177
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,456,668
Assets. Value of real-estate (other than employer real property)	2019-12-31	$152,755
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$6,627
2018 : ORO FINANCIAL RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$100
Total plan liabilities at beginning of year	2018-12-31	$100
Total income from all sources	2018-12-31	$132,937
Expenses. Total of all expenses incurred	2018-12-31	$19,049
Total plan assets at end of year	2018-12-31	$1,456,768
Total plan assets at beginning of year	2018-12-31	$1,342,880
Value of fidelity bond covering the plan	2018-12-31	$1,370,375
Assets. Value of loans (other than to participants)	2018-12-31	$1,217,620
Expenses. Other expenses not covered elsewhere	2018-12-31	$17,894
Other income received	2018-12-31	$132,937
Net income (gross income less expenses)	2018-12-31	$113,888
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,456,668
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,342,780
Assets. Value of real-estate (other than employer real property)	2018-12-31	$152,755
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,155
2017 : ORO FINANCIAL RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$100
Total plan liabilities at beginning of year	2017-12-31	$100
Total income from all sources	2017-12-31	$105,120
Expenses. Total of all expenses incurred	2017-12-31	$4,892
Total plan assets at end of year	2017-12-31	$1,342,880
Total plan assets at beginning of year	2017-12-31	$1,242,652
Value of fidelity bond covering the plan	2017-12-31	$896,323
Assets. Value of loans (other than to participants)	2017-12-31	$743,568
Other income received	2017-12-31	$105,120
Net income (gross income less expenses)	2017-12-31	$100,228
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,342,780
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,242,552
Assets. Value of real-estate (other than employer real property)	2017-12-31	$152,755
Value of certain deemed distributions of participant loans	2017-12-31	$1,123
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,769
2016 : ORO FINANCIAL RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$100
Total plan liabilities at beginning of year	2016-12-31	$100
Total income from all sources	2016-12-31	$205,443
Expenses. Total of all expenses incurred	2016-12-31	$5,369
Benefits paid (including direct rollovers)	2016-12-31	$344
Total plan assets at end of year	2016-12-31	$1,242,652
Total plan assets at beginning of year	2016-12-31	$1,042,578
Value of fidelity bond covering the plan	2016-12-31	$1,020,323
Assets. Value of loans (other than to participants)	2016-12-31	$867,568
Other income received	2016-12-31	$205,443
Net income (gross income less expenses)	2016-12-31	$200,074
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,242,552
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,042,478
Assets. Value of real-estate (other than employer real property)	2016-12-31	$152,755
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$5,025
2015 : ORO FINANCIAL RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$100
Total plan liabilities at beginning of year	2015-12-31	$100
Total income from all sources	2015-12-31	$122,078
Expenses. Total of all expenses incurred	2015-12-31	$5,304
Total plan assets at end of year	2015-12-31	$1,042,578
Total plan assets at beginning of year	2015-12-31	$925,804
Value of fidelity bond covering the plan	2015-12-31	$959,850
Assets. Value of loans (other than to participants)	2015-12-31	$807,095
Other income received	2015-12-31	$122,078
Net income (gross income less expenses)	2015-12-31	$116,774
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,042,478
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$925,704
Assets. Value of real-estate (other than employer real property)	2015-12-31	$152,755
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,304
2014 : ORO FINANCIAL RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$100
Total plan liabilities at beginning of year	2014-12-31	$100
Total income from all sources	2014-12-31	$141,296
Expenses. Total of all expenses incurred	2014-12-31	$12,439
Benefits paid (including direct rollovers)	2014-12-31	$9,822
Total plan assets at end of year	2014-12-31	$925,804
Total plan assets at beginning of year	2014-12-31	$796,947
Value of fidelity bond covering the plan	2014-12-31	$869,000
Assets. Value of loans (other than to participants)	2014-12-31	$715,933
Other income received	2014-12-31	$116,296
Net income (gross income less expenses)	2014-12-31	$128,857
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$925,704
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$796,847
Assets. Value of real-estate (other than employer real property)	2014-12-31	$152,755
Total contributions received or receivable from employer(s)	2014-12-31	$25,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,617
2013 : ORO FINANCIAL RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$100
Total plan liabilities at beginning of year	2013-12-31	$100
Total income from all sources	2013-12-31	$132,521
Expenses. Total of all expenses incurred	2013-12-31	$5,461
Benefits paid (including direct rollovers)	2013-12-31	$289
Total plan assets at end of year	2013-12-31	$796,947
Total plan assets at beginning of year	2013-12-31	$669,887
Value of fidelity bond covering the plan	2013-12-31	$653,000
Assets. Value of loans (other than to participants)	2013-12-31	$533,325
Other income received	2013-12-31	$102,521
Net income (gross income less expenses)	2013-12-31	$127,060
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$796,847
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$669,787
Assets. Value of real-estate (other than employer real property)	2013-12-31	$152,755
Total contributions received or receivable from employer(s)	2013-12-31	$30,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,172
2012 : ORO FINANCIAL RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$100
Total income from all sources	2012-12-31	$72,136
Expenses. Total of all expenses incurred	2012-12-31	$41,784
Total plan assets at end of year	2012-12-31	$669,887
Total plan assets at beginning of year	2012-12-31	$639,435
Value of fidelity bond covering the plan	2012-12-31	$425,000
Assets. Value of loans (other than to participants)	2012-12-31	$499,941
Other income received	2012-12-31	$5,309
Net income (gross income less expenses)	2012-12-31	$30,352
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$669,787
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$639,435
Assets. Value of real-estate (other than employer real property)	2012-12-31	$152,755
Total contributions received or receivable from employer(s)	2012-12-31	$66,827
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$41,784
2011 : ORO FINANCIAL RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$67,887
Expenses. Total of all expenses incurred	2011-12-31	$44,948
Benefits paid (including direct rollovers)	2011-12-31	$3,616
Total plan assets at end of year	2011-12-31	$639,435
Total plan assets at beginning of year	2011-12-31	$616,496
Value of fidelity bond covering the plan	2011-12-31	$425,000
Assets. Value of loans (other than to participants)	2011-12-31	$388,698
Expenses. Other expenses not covered elsewhere	2011-12-31	$41,332
Other income received	2011-12-31	$-20,113
Net income (gross income less expenses)	2011-12-31	$22,939
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$639,435
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$616,496
Assets. Value of real-estate (other than employer real property)	2011-12-31	$242,124
Total contributions received or receivable from employer(s)	2011-12-31	$88,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ORO FINANCIAL RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$196,708
Expenses. Total of all expenses incurred	2010-12-31	$13,010
Total plan assets at end of year	2010-12-31	$616,496
Total plan assets at beginning of year	2010-12-31	$432,798
Value of fidelity bond covering the plan	2010-12-31	$425,000
Assets. Value of loans (other than to participants)	2010-12-31	$457,432
Other income received	2010-12-31	$109,208
Net income (gross income less expenses)	2010-12-31	$183,698
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$616,496
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$432,798
Total contributions received or receivable from employer(s)	2010-12-31	$87,500
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$13,010

Form 5500 Responses for ORO FINANCIAL RETIREMENT PLAN

2022: ORO FINANCIAL RETIREMENT 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ORO FINANCIAL RETIREMENT 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ORO FINANCIAL RETIREMENT 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ORO FINANCIAL RETIREMENT 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ORO FINANCIAL RETIREMENT 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ORO FINANCIAL RETIREMENT 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ORO FINANCIAL RETIREMENT 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ORO FINANCIAL RETIREMENT 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ORO FINANCIAL RETIREMENT 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ORO FINANCIAL RETIREMENT 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ORO FINANCIAL RETIREMENT 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ORO FINANCIAL RETIREMENT 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ORO FINANCIAL RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ORO FINANCIAL RETIREMENT 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ORO FINANCIAL OF CALIFORNIA, INC.
Employer identification number (EIN):	770256888
NAIC Classification:	522292
NAIC Description:	Real Estate Credit