401k Plan data: CALSTONE COMPANY 401K PLAN plan

CALSTONE COMPANY 401K PLAN 401k Plan overview

Plan Name	CALSTONE COMPANY 401K PLAN
Plan identification number	003

CALSTONE COMPANY 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CALSTONE COMPANY has sponsored the creation of one or more 401k plans.

Company Name: CALSTONE COMPANY

Employer identification number (EIN): 941081300

NAIC Classification: 327300

Additional information about CALSTONE COMPANY

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0217881

More information about CALSTONE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALSTONE COMPANY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2022-01-01 LOGAN BELTON
003 2021-01-01
003 2021-01-01 LOGAN BELTON
003 2020-01-01
003 2019-01-01
003 2018-01-01 LOGAN BELTON LOGAN BELTON 2019-02-26
003 2017-01-01 LOGAN BELTON LOGAN BELTON 2018-05-29
003 2016-01-01 LOGAN BELTON LOGAN BELTON 2017-05-26
003 2015-01-01 LOGAN BELTON LOGAN BELTON 2016-05-09
003 2014-01-01 LOGAN BELTON LOGAN BELTON 2015-06-17
003 2013-01-01 LOGAN BELTON LOGAN BELTON 2014-06-25
003 2012-01-01 LOGAN BELTON LOGAN BELTON 2013-05-17
003 2011-01-01 LOGAN BELTON LOGAN BELTON 2012-06-18
003 2009-01-01 LOGAN BELTON LOGAN BELTON 2010-06-09
003 2009-01-01 LOGAN BELTON LOGAN BELTON 2010-06-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2022-01-01	LOGAN BELTON
003	2021-01-01
003	2021-01-01	LOGAN BELTON
003	2020-01-01
003	2019-01-01
003	2018-01-01	LOGAN BELTON	LOGAN BELTON	2019-02-26
003	2017-01-01	LOGAN BELTON	LOGAN BELTON	2018-05-29
003	2016-01-01	LOGAN BELTON	LOGAN BELTON	2017-05-26
003	2015-01-01	LOGAN BELTON	LOGAN BELTON	2016-05-09
003	2014-01-01	LOGAN BELTON	LOGAN BELTON	2015-06-17
003	2013-01-01	LOGAN BELTON	LOGAN BELTON	2014-06-25
003	2012-01-01	LOGAN BELTON	LOGAN BELTON	2013-05-17
003	2011-01-01	LOGAN BELTON	LOGAN BELTON	2012-06-18
003	2009-01-01	LOGAN BELTON	LOGAN BELTON	2010-06-09
003	2009-01-01	LOGAN BELTON	LOGAN BELTON	2010-06-08

Financial Data on CALSTONE COMPANY 401K PLAN

Measure	Date	Value
2022 : CALSTONE COMPANY 401K PLAN 2022 401k financial data
Transfers to/from the plan	2022-10-31	$0
Total plan liabilities at end of year	2022-10-31	$0
Total plan liabilities at beginning of year	2022-10-31	$0
Total income from all sources	2022-10-31	$-1,152,071
Expenses. Total of all expenses incurred	2022-10-31	$7,607,595
Benefits paid (including direct rollovers)	2022-10-31	$7,605,315
Total plan assets at end of year	2022-10-31	$0
Total plan assets at beginning of year	2022-10-31	$8,759,666
Value of fidelity bond covering the plan	2022-10-31	$500,000
Total contributions received or receivable from participants	2022-10-31	$64,098
Expenses. Other expenses not covered elsewhere	2022-10-31	$0
Contributions received from other sources (not participants or employers)	2022-10-31	$0
Other income received	2022-10-31	$-1,254,729
Noncash contributions received	2022-10-31	$0
Net income (gross income less expenses)	2022-10-31	$-8,759,666
Net plan assets at end of year (total assets less liabilities)	2022-10-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-10-31	$8,759,666
Total contributions received or receivable from employer(s)	2022-10-31	$38,560
Value of certain deemed distributions of participant loans	2022-10-31	$0
Value of corrective distributions	2022-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-10-31	$2,280
2021 : CALSTONE COMPANY 401K PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,239,035
Expenses. Total of all expenses incurred	2021-12-31	$248,482
Benefits paid (including direct rollovers)	2021-12-31	$248,092
Total plan assets at end of year	2021-12-31	$8,759,666
Total plan assets at beginning of year	2021-12-31	$7,769,113
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$162,271
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$933,454
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$990,553
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,759,666
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,769,113
Total contributions received or receivable from employer(s)	2021-12-31	$143,310
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$390
2020 : CALSTONE COMPANY 401K PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,222,687
Expenses. Total of all expenses incurred	2020-12-31	$140,587
Benefits paid (including direct rollovers)	2020-12-31	$140,287
Total plan assets at end of year	2020-12-31	$7,769,113
Total plan assets at beginning of year	2020-12-31	$6,687,013
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$178,470
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$1,174
Other income received	2020-12-31	$899,633
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,082,100
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,769,113
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,687,013
Total contributions received or receivable from employer(s)	2020-12-31	$143,410
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$300
2019 : CALSTONE COMPANY 401K PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,548,279
Expenses. Total of all expenses incurred	2019-12-31	$369,190
Benefits paid (including direct rollovers)	2019-12-31	$369,130
Total plan assets at end of year	2019-12-31	$6,687,013
Total plan assets at beginning of year	2019-12-31	$5,507,924
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$203,915
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,189,064
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,179,089
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,687,013
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,507,924
Total contributions received or receivable from employer(s)	2019-12-31	$155,300
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$60
2018 : CALSTONE COMPANY 401K PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-14,103
Expenses. Total of all expenses incurred	2018-12-31	$286,147
Benefits paid (including direct rollovers)	2018-12-31	$286,147
Total plan assets at end of year	2018-12-31	$5,507,924
Total plan assets at beginning of year	2018-12-31	$5,808,174
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$186,219
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-345,553
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-300,250
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,507,924
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,808,174
Total contributions received or receivable from employer(s)	2018-12-31	$145,231
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : CALSTONE COMPANY 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,082,587
Expenses. Total of all expenses incurred	2017-12-31	$143,469
Benefits paid (including direct rollovers)	2017-12-31	$143,469
Total plan assets at end of year	2017-12-31	$5,808,174
Total plan assets at beginning of year	2017-12-31	$4,869,056
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$163,746
Contributions received from other sources (not participants or employers)	2017-12-31	$1,552
Other income received	2017-12-31	$770,274
Net income (gross income less expenses)	2017-12-31	$939,118
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,808,174
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,869,056
Total contributions received or receivable from employer(s)	2017-12-31	$147,015
2016 : CALSTONE COMPANY 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$561,007
Expenses. Total of all expenses incurred	2016-12-31	$124,821
Benefits paid (including direct rollovers)	2016-12-31	$124,821
Total plan assets at end of year	2016-12-31	$4,869,056
Total plan assets at beginning of year	2016-12-31	$4,432,870
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$162,136
Other income received	2016-12-31	$268,208
Net income (gross income less expenses)	2016-12-31	$436,186
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,869,056
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,432,870
Total contributions received or receivable from employer(s)	2016-12-31	$130,663
2015 : CALSTONE COMPANY 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$220,016
Expenses. Total of all expenses incurred	2015-12-31	$149,850
Benefits paid (including direct rollovers)	2015-12-31	$149,850
Total plan assets at end of year	2015-12-31	$4,432,870
Total plan assets at beginning of year	2015-12-31	$4,362,704
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$170,134
Other income received	2015-12-31	$-74,552
Net income (gross income less expenses)	2015-12-31	$70,166
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,432,870
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,362,704
Total contributions received or receivable from employer(s)	2015-12-31	$124,434
2014 : CALSTONE COMPANY 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$441,717
Expenses. Total of all expenses incurred	2014-12-31	$56,257
Benefits paid (including direct rollovers)	2014-12-31	$56,257
Total plan assets at end of year	2014-12-31	$4,362,704
Total plan assets at beginning of year	2014-12-31	$3,977,244
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$165,961
Contributions received from other sources (not participants or employers)	2014-12-31	$341
Other income received	2014-12-31	$161,388
Net income (gross income less expenses)	2014-12-31	$385,460
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,362,704
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,977,244
Total contributions received or receivable from employer(s)	2014-12-31	$114,027
2013 : CALSTONE COMPANY 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$776,595
Expenses. Total of all expenses incurred	2013-12-31	$71,368
Benefits paid (including direct rollovers)	2013-12-31	$71,368
Total plan assets at end of year	2013-12-31	$3,977,244
Total plan assets at beginning of year	2013-12-31	$3,272,017
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$149,277
Other income received	2013-12-31	$522,250
Net income (gross income less expenses)	2013-12-31	$705,227
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,977,244
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,272,017
Total contributions received or receivable from employer(s)	2013-12-31	$105,068
2012 : CALSTONE COMPANY 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$538,300
Expenses. Total of all expenses incurred	2012-12-31	$143,590
Benefits paid (including direct rollovers)	2012-12-31	$143,590
Total plan assets at end of year	2012-12-31	$3,272,017
Total plan assets at beginning of year	2012-12-31	$2,877,307
Value of fidelity bond covering the plan	2012-12-31	$400,000
Total contributions received or receivable from participants	2012-12-31	$95,032
Other income received	2012-12-31	$305,939
Net income (gross income less expenses)	2012-12-31	$394,710
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,272,017
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,877,307
Total contributions received or receivable from employer(s)	2012-12-31	$137,329
2011 : CALSTONE COMPANY 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$152,624
Expenses. Total of all expenses incurred	2011-12-31	$118,184
Benefits paid (including direct rollovers)	2011-12-31	$118,184
Total plan assets at end of year	2011-12-31	$2,877,307
Total plan assets at beginning of year	2011-12-31	$2,842,867
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$127,220
Other income received	2011-12-31	$-67,905
Net income (gross income less expenses)	2011-12-31	$34,440
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,877,307
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,842,867
Total contributions received or receivable from employer(s)	2011-12-31	$93,309
2010 : CALSTONE COMPANY 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$486,017
Expenses. Total of all expenses incurred	2010-12-31	$145,292
Benefits paid (including direct rollovers)	2010-12-31	$145,292
Total plan assets at end of year	2010-12-31	$2,842,867
Total plan assets at beginning of year	2010-12-31	$2,502,142
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$124,463
Other income received	2010-12-31	$261,696
Net income (gross income less expenses)	2010-12-31	$340,725
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,842,867
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,502,142
Total contributions received or receivable from employer(s)	2010-12-31	$99,858

Form 5500 Responses for CALSTONE COMPANY 401K PLAN

2022: CALSTONE COMPANY 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	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: CALSTONE COMPANY 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CALSTONE COMPANY 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CALSTONE COMPANY 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CALSTONE COMPANY 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CALSTONE COMPANY 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CALSTONE COMPANY 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CALSTONE COMPANY 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CALSTONE COMPANY 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CALSTONE COMPANY 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CALSTONE COMPANY 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CALSTONE COMPANY 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CALSTONE COMPANY 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CALSTONE COMPANY
Employer identification number (EIN):	941081300
NAIC Classification:	327300

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0217881